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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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Speaker 2: the stock market, harnessing the power of Bloomberg data.

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Speaker 3: Just take a look at some of the stocks on

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Speaker 3: a move today. I'm Tom Kane with Tim Stenerveack and

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Speaker 3: Bloomberg's Lisa Mateo.

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Speaker 2: You got it.

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Speaker 4: So we're gonna start with Ford. Their shares have been

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Speaker 4: down as much as two percent before the open. We've

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Speaker 4: been hearing this theme a lot.

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Speaker 3: Suspend it.

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Speaker 4: It's full of your guidance. Flagged a total tariff impact

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Speaker 4: of about two and a half billion dollars on twenty

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Speaker 4: twenty five earnings. Now you compare that to General Motors

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Speaker 4: last week, right Slash its profit outlook also said its

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Speaker 4: tariff exposure was as much as five billion so for

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Speaker 4: though the differences, they domestically produced about eighty percent of

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Speaker 4: the cars it sells in the US. So Ford said

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Speaker 4: that tariffs could also cause supply chain disruption. Its CEO,

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Speaker 4: Jim Frawley said, it's really hard to predict the ultimate

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Speaker 4: impact of costs because the tariff dynamic, as we know,

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Speaker 4: it's constantly changing. So I said, please be patient. They

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Speaker 4: plan to do. Give that updated outlook though when it

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Speaker 4: reports second quarter earnings. But they're just saying it looks

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Speaker 4: for ways to build more parts in the US, but

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Speaker 4: it's going to cost layoffs.

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Speaker 2: They did not.

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Speaker 4: They kept it separate, correct, correct, I mean I can,

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Speaker 4: I can understand.

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Speaker 3: But that's what I'm waiting for, is a president is

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Speaker 3: going to get a phone call. We're laying off X

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Speaker 3: number of people on Monday, right, I mean, that's what

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Speaker 3: I see.

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Speaker 4: What do you got mast and we shall see? Pallentteer.

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Speaker 4: Their shares have been off as much as nine percent

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Speaker 4: this morning. I mean, this is a company whose stock

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Speaker 4: led the S and P five hundred and gains this year.

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Speaker 3: Right.

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Speaker 4: They're best known for work with the military intelligence agencies.

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Speaker 4: A big part of its gain was the AI wave. Right,

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Speaker 4: riding that wave fast traction. It worried a lot of

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Speaker 4: investors though, because it was so fast. I mean, shares

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Speaker 4: were trading at more than two hundred times estimated earnings,

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Speaker 4: so that's how fast it's moving. But their growth was

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Speaker 4: strong in the US, so that's the good thing. Sales

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Speaker 4: commercial custs grew seventy one percent. Sales to US government

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Speaker 4: grew forty five percent. But the thing that analysts pointed

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Speaker 4: out was the weakness in international sales division, and that's

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Speaker 4: what really stood out. I mean, we had our own

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Speaker 4: man Deep Sing who said, even with all the good news,

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Speaker 4: it's just not enough to sustain that valuation.

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Speaker 1: This is a two hundred and ninety two billion dollar

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Speaker 1: market cap company. This is huge.

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Speaker 4: It is it is and for seen s.

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Speaker 3: The dan ives and I have no idea what he's saying.

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Speaker 2: It's his pace.

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Speaker 1: That's the joke. That's the joke about Palanteer. Yeah, nobody

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Speaker 1: actually knows exactly what they do. That's kind of a yeah,

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Speaker 1: that's like a meme. Yeah that's where yeah next.

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Speaker 4: And door Dash Okay, they're pushing into more overseas markets.

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Speaker 4: So yes, hey, your kids could order door Nash in

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Speaker 4: Europe maybe just like mine probably will.

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Speaker 1: That's the fee. That's where the fees come in.

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Speaker 4: Gosh, I know, I know, I know. But big acquisition.

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Speaker 4: So that's the thing, takeover of delivery. It's going to

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Speaker 4: expand to reach more than forty countries. That was about

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Speaker 4: three point nine billion dollars. Also, hospitality tech company seven

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Speaker 4: Rooms bought that for one point two billion, and keyshr

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Speaker 4: running what is seven rooms. Think if it's like a

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Speaker 4: racy open table type of company, racy open table, recy,

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Speaker 4: open table. You know you don't book online?

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Speaker 3: No, no, I don't not racy.

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Speaker 4: It's Ray yes, like Marriott MGM right, they all kind

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Speaker 4: of use that platform. So that's the reason why it's

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Speaker 4: such a big deal.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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