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Speaker 1: Bloomberg Audio Studios Podcasts, radio News.

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

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

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Speaker 1: Carol Masser along with Matt Miller, let's tak look at

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Speaker 1: some stocks on the move on this Monday. Bloomberg News

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Speaker 1: crossse At reporter Emily Graffeo in the house with Stock Movers,

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Speaker 1: and let's start with one of the Mags seven. The

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Speaker 1: Max seven did well today.

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Speaker 3: Yes, overall the Mag seven did well. One stock, specifically, Apple,

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Speaker 3: did very well. It closed up over six percent. Apple

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Speaker 3: was one of the hardest hit Mag seven stocks after

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Speaker 3: the Liberation Day tweet because they get a lot of

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Speaker 3: their manufacturing in China. So that stock is still actually

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Speaker 3: down fifteen percent year to date, but today it moved

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Speaker 3: up on this broader rally. It also, I think moved

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Speaker 3: up based on potentially some news that they're going to

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Speaker 3: be raising prices. So the Wall Street Journal scooped earlier

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Speaker 3: this morning, but they're considering raising iPhone prices for the

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Speaker 3: fall lineup. Why are you making that noise because was

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Speaker 3: it really a scoop?

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Speaker 4: I mean, Mark German has already ratten this before today,

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Speaker 4: so we'reg news.

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Speaker 3: I'll give Bloomberg the credit, and I'm going to shout

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Speaker 3: out Mark German in another moment too, because he's been

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Speaker 3: talking about this. He's been talking about this for a while,

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Speaker 3: so we've been monitoring, like, are they going to raise prices?

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Speaker 3: German writes that since twenty seventeen, the flagship iPhone model

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Speaker 3: has been nine hundred and ninety nine dollars, Like they

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Speaker 3: haven't raised.

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Speaker 4: The price of it for for the unchanged plane vanilla

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Speaker 4: version that no one buys.

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Speaker 3: Yeah, right, So I don't know. I always have like

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Speaker 3: the oldest iPhone.

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Speaker 4: Okay, So there's three kinds of people in this world.

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Speaker 4: There's the kind of person that has the oldest iPhone

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Speaker 4: and doesn't ever buy a new one. Yeah, There's the

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Speaker 4: kind of person that buys the new one but buys

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Speaker 4: the se which is then the cheapest iPhone. And then

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Speaker 4: there's the kind of person who buys the newest and

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Speaker 4: most advanced iPhone, which is the pro. But I don't

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Speaker 4: know anyone who buys the plain, old, unchanged, same price

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Speaker 4: iPhone since twenty seventeen.

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Speaker 1: So you're saying it's not an important metric.

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Speaker 4: No, I just think we say they haven't raised prices,

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Speaker 4: and it's not like they haven't raised prices. They have,

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Speaker 4: but they do it by offering a different iPhone with

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Speaker 4: an advanced camera, a different iPhone with AI capabilities, a

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Speaker 4: different iPhone that's way bigger. And that's how they continue

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Speaker 4: to raise prices. But they make it look like they

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Speaker 4: haven't because they still officially sell the same one since

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Speaker 4: twenty seventeen.

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Speaker 3: Yet that's true. Well, they also they're trying to backtrack

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Speaker 3: away from tariffs and say that this isn't like a

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Speaker 3: pass through and that this is going to be there's

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Speaker 3: going to be new features, new designs. There's another German

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Speaker 3: scoop that they're also considering. They're going to be building

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Speaker 3: out a battery optimization model where they use AI to

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Speaker 3: make your battery usage more efficient. Hell, but I would

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Speaker 3: say overall the move was really related to just positive

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Speaker 3: tariff development. I would say so too, right.

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Speaker 1: Their exposure uh in a big way.

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Speaker 4: By the way, our producer Elizabeth Cedron said she actually

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Speaker 4: does buy the Plaine Vanilla entry level iPhone every time.

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Speaker 4: So I bet there's now I do know someone who

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Speaker 4: does that exactly more.

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Speaker 1: Elizabeth Cedron's out there I'll do the same thing. I'm

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Speaker 1: just going to say, I mean, not like her, but

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Speaker 1: you know similar.

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Speaker 3: No one is like her.

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Speaker 1: No, there is no one like her.

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Speaker 3: Eli Lily. Let's Eli Lily healthcare stocks went on a

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Speaker 3: ride today. They were lower. Initially it was wacky, it

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Speaker 3: was who was going to put it out there? But

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Speaker 3: the most recent news is that Trump said Eli Lily

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Speaker 3: is not going to be tariffed because the pharmaceutical company

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Speaker 3: is building in the US. So earlier he had said

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Speaker 3: he had plans to order a cut in US prescription

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Speaker 3: drug costs by mandating that Americans pay no more than

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Speaker 3: people in countries that have the lowest price, So drug

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Speaker 3: calls lower, not good for pharmaceutical stocks. But then there

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Speaker 3: was a turnaround and we saw Eli Lily finish the

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Speaker 3: day up almost three percent.

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Speaker 1: Right now, Can we also just point out that it

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Speaker 1: wasn't as onerous I think that as everybody thought, and

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Speaker 1: so I thought the whole farmer space was going to

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Speaker 1: be smacked down, but they weren't.

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Speaker 3: No, they really weren't. Yeah, a lot of other farmer

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Speaker 3: companies also kind of as Eli Lily rallied throughout the day,

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Speaker 3: they also moved on.

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Speaker 4: I think It could partially be because the President kind

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Speaker 4: of hedged when he was about to sign that EO.

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Speaker 4: He said, what they need to do is get more

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Speaker 4: money from others, and that meant he's going to use

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Speaker 4: tariffs against the others if they don't pay the drug

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Speaker 4: makers more. Okay, what's the other stock?

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Speaker 3: Finally, I'm looking at NRG Energy. I don't know. I

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Speaker 3: tried to pick something not terror for related.

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Speaker 2: I love this.

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Speaker 3: I talked about it too throughout the day.

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Speaker 4: He gained on the S and P five hundred.

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Speaker 3: Is that record high? It was up twenty six percent. Today.

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Speaker 3: They agreed to acquire a fleet of natural gas fired

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Speaker 3: power plants for about twelve billion dollars. And watch this

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Speaker 3: space because a lot of the energy space is getting

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Speaker 3: a boost from AI on this idea that as more

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Speaker 3: there's the need for artificial intelligence grows, the need for

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Speaker 3: power to actually power all of the data centers.

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Speaker 1: Somebody has to power Matt's chat gibt.

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Speaker 3: So we got to keep this going using that a lot.

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Speaker 4: Matt, Yeah, I do use it a lot actually, Like

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Speaker 4: his new.

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Speaker 2: Buddy the Stock Movers podcast from Bloomberg Radio, check back

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

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Speaker 2: companies making news on Wall Street and for the latest

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Speaker 2: market moving headlines. Listen to Bloomberg Radio Live. Catch us

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Speaker 2: on YouTube, Bloomberg dot com, and on Applecarplay and Android

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Speaker 2: Auto with the Bloomberg Business app.