1 00:00:02,520 --> 00:00:07,360 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. 2 00:00:08,560 --> 00:00:12,440 Speaker 2: The Stock Movers Report, your roundup of companies making moves 3 00:00:12,480 --> 00:00:15,880 Speaker 2: in the stock market. Harnessing the power of Bloomberg Data. 4 00:00:16,600 --> 00:00:18,040 Speaker 3: Let's take a look at some of the stocks that 5 00:00:18,040 --> 00:00:19,480 Speaker 3: are on the move today. We can do that with 6 00:00:19,520 --> 00:00:21,959 Speaker 3: Bloomberg's Billy Lishals Billy looking at today. 7 00:00:21,960 --> 00:00:24,200 Speaker 1: Oh, let's start with the stock that everyone's talking about. 8 00:00:24,200 --> 00:00:26,439 Speaker 4: Although the move is not as dramatic as I'm in 9 00:00:26,480 --> 00:00:29,280 Speaker 4: the market, I'm talking about Walt Disney Company ticker dis 10 00:00:29,440 --> 00:00:31,760 Speaker 4: right now down about one and a half percent. This 11 00:00:31,800 --> 00:00:35,640 Speaker 4: does come after the company finally unveils their successor to 12 00:00:35,760 --> 00:00:39,080 Speaker 4: Bob Eiger Josh Tomorrow at three year search. 13 00:00:39,360 --> 00:00:42,320 Speaker 3: No, dude, this is a ten to twelve year The 14 00:00:42,360 --> 00:00:44,680 Speaker 3: funny thing is that first started this like twelve years ago. 15 00:00:44,800 --> 00:00:47,159 Speaker 4: I love how it's like the view and like how 16 00:00:47,200 --> 00:00:49,720 Speaker 4: it's being reported is like this time though they got 17 00:00:49,720 --> 00:00:50,160 Speaker 4: their guy. 18 00:00:50,320 --> 00:00:51,000 Speaker 1: Like sure, in the. 19 00:00:50,960 --> 00:00:53,400 Speaker 4: Past they kind of botched naming a different Bob to 20 00:00:53,479 --> 00:00:56,720 Speaker 4: lead the company. But this this one makes sense as tomorrow, 21 00:00:56,800 --> 00:01:00,720 Speaker 4: twenty eight year vet of the company succeeding Eiger, effective r. Eighteenth, 22 00:01:01,080 --> 00:01:05,120 Speaker 4: does lead the Experiences division, biggest generator of profit, but 23 00:01:05,200 --> 00:01:07,440 Speaker 4: also an area that's fallen under some pressure. 24 00:01:07,480 --> 00:01:08,360 Speaker 1: Everything going on. 25 00:01:08,600 --> 00:01:12,120 Speaker 4: Geopolitically overseas, consumers not flying to America to go to 26 00:01:12,120 --> 00:01:12,759 Speaker 4: our parks. 27 00:01:12,920 --> 00:01:14,880 Speaker 1: But you know, Paul, you said that that might just 28 00:01:14,920 --> 00:01:17,039 Speaker 1: be a lowering the bar for the for. 29 00:01:16,959 --> 00:01:17,679 Speaker 3: The new CEO. 30 00:01:17,880 --> 00:01:19,960 Speaker 4: Maybe I think to make things a little bit you know, 31 00:01:20,160 --> 00:01:21,280 Speaker 4: clean slate for the new guy. 32 00:01:21,360 --> 00:01:24,080 Speaker 3: Yeah, we'll see, but I mean he's you know, it's 33 00:01:24,520 --> 00:01:26,840 Speaker 3: the interesting thing I read the eight K that talked 34 00:01:26,840 --> 00:01:29,160 Speaker 3: about this new hire. Most important thing I read in 35 00:01:29,200 --> 00:01:32,759 Speaker 3: there is Bob Bigers, who everybody loves. Every showholder loves 36 00:01:32,800 --> 00:01:35,040 Speaker 3: Bob Biger. But it's time to move on and he 37 00:01:35,120 --> 00:01:40,560 Speaker 3: will leave December uren this year. There's no chairman, none 38 00:01:40,600 --> 00:01:42,760 Speaker 3: of this. He'll be out and so that's going to 39 00:01:42,800 --> 00:01:43,119 Speaker 3: be clean. 40 00:01:43,760 --> 00:01:43,960 Speaker 1: Yeah. 41 00:01:44,000 --> 00:01:46,440 Speaker 4: I want to also pivot to a stock that is 42 00:01:47,160 --> 00:01:50,200 Speaker 4: rallying this morning. That is Terra nine tick or te R. 43 00:01:50,720 --> 00:01:53,560 Speaker 4: This is a company that makes semiconductor semiconductor testing. 44 00:01:53,560 --> 00:01:55,080 Speaker 1: They also do have a robotics arm. 45 00:01:55,800 --> 00:01:57,680 Speaker 4: The stock right now up more than eight percent, trading 46 00:01:57,720 --> 00:02:00,720 Speaker 4: at a record high on the trailing twelve months, the 47 00:02:00,880 --> 00:02:03,040 Speaker 4: tenth best performer in the S and B five hundred, 48 00:02:03,120 --> 00:02:05,920 Speaker 4: up one hundred and forty percent, So alongside the likes 49 00:02:05,920 --> 00:02:08,320 Speaker 4: of the intels and lamb researches of the world. This 50 00:02:08,360 --> 00:02:11,960 Speaker 4: comes after earning speed expectations. Again, everyone wants to get 51 00:02:12,000 --> 00:02:14,480 Speaker 4: exposure to AI, whether that's from the picks and shovels 52 00:02:14,560 --> 00:02:16,959 Speaker 4: or actually just given that you can't invest in the 53 00:02:17,080 --> 00:02:20,800 Speaker 4: lms publicly right now, So tarady, I'm a key beneficiarya 54 00:02:20,840 --> 00:02:24,359 Speaker 4: of that. All right, it's go pellanteer ripping it today, Yeah, 55 00:02:24,440 --> 00:02:27,600 Speaker 4: rippin today up six and a half percent was pretty 56 00:02:27,639 --> 00:02:29,720 Speaker 4: much double that, So biggest move right now on an 57 00:02:29,720 --> 00:02:31,720 Speaker 4: interday basis since late November. 58 00:02:31,760 --> 00:02:32,960 Speaker 1: Beating expectations. 59 00:02:33,200 --> 00:02:35,679 Speaker 4: This is continuing to be one of the few companies 60 00:02:35,680 --> 00:02:39,000 Speaker 4: in the software space AI software space that is benefiting 61 00:02:39,240 --> 00:02:42,200 Speaker 4: from the kind of uncertainty around everything with Claude and 62 00:02:42,200 --> 00:02:46,120 Speaker 4: some of these llms. So beating expectations. CEO Alex Krp 63 00:02:46,160 --> 00:02:50,600 Speaker 4: talking up about the financial results even exceeding their most 64 00:02:50,680 --> 00:02:52,440 Speaker 4: ambitious expectations. 65 00:02:52,680 --> 00:02:53,480 Speaker 1: Pretty strong growth. 66 00:02:53,520 --> 00:02:55,440 Speaker 4: You look at the analyst on the sell side really 67 00:02:55,480 --> 00:02:57,680 Speaker 4: pounding the table saying this is another example that this 68 00:02:57,800 --> 00:03:00,880 Speaker 4: is a juggernaut company that will remain here to stay 69 00:03:00,919 --> 00:03:01,639 Speaker 4: for quite some time. 70 00:03:02,919 --> 00:03:07,160 Speaker 2: The Stockmovers report from Bloomberg Radio. 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