Speaker 1: Bloomberg Audio Studios, Podcasts, radio News.
Speaker 2: The Stock Movers report, your roundup of companies making moves
Speaker 2: in the stock market, harnessing the power of Bloomberg Data.
Speaker 1: I'm Carol Masser along with Tim Steneviek. Let's get to
Speaker 1: some of the stocks on the move in the Thursday trade.
Speaker 1: We are joined by Bloomberg TV Market's corispondent Noura Melinda. Hey,
Speaker 1: what are the names that's on your radar today? Super
Speaker 1: Micro Computer ticker SMCI.
Speaker 2: What do you got from?
Speaker 1: Yeah?
Speaker 3: So super Micro ended lower at the market close today,
Speaker 3: down as much as eight point seven percent. This is
Speaker 3: a stock that emerged as a favorite for a lot
Speaker 3: of those enthusiasts who were into AI, but it unexpectedly
Speaker 3: delivered forecasts for first quarter guidance that fell short of
Speaker 3: the Wall Street estimate here, So we were seeing shares
Speaker 3: falling at the closing bell here. Really just about demand
Speaker 3: AI demand here, and that's not something that the street
Speaker 3: was expected here.
Speaker 1: Yeah, Stack was down with eight point seven percent in
Speaker 1: today's session, so we definitely saw some reaction throughout that.
Speaker 1: I mean, it's still up about fifty seven percent.
Speaker 3: Year yea day. Definitely important to note you're seeing a
Speaker 3: really strong year for this company. Nonetheless, all right.
Speaker 1: Let's get to Tesla ticker TSLA.
Speaker 3: Yes, Tesla's shares ended higher at the closing bell, and
Speaker 3: this is interesting because we did see them selling off
Speaker 3: throughout the trading day, but they ended up reversing at
Speaker 3: market close up about two point three percent. And this
Speaker 3: is after they reported third quarter earnings. Here. Of course,
Speaker 3: we know Elon Musk used the end of the earnings
Speaker 3: call to essentially lead to investors to really back this
Speaker 3: one trillion dollar compensation package that he's really been pushing here.
Speaker 3: So it's interesting to see a bit of that reversal here.
Speaker 3: But if you look at shares of Tesla, they're up
Speaker 3: about eleven percent so far this year.
Speaker 4: All right, what else is on your radar?
Speaker 3: Looking at CACI? Of course, this is a government it
Speaker 3: contractor searching for its best day since twenty twenty. This
Speaker 3: is ticker very easy here, CACI. So it ended jumping
Speaker 3: as much as twelve percent. This is the best day
Speaker 3: in the highest level ever here. And so we did
Speaker 3: see the first quarter adjusted EPs topping expectations. We had
Speaker 3: William Blair analysts coming out saying that the results and
Speaker 3: the reiterated outlook really reflect how its business has largely
Speaker 3: been left unscathed by Doge headwind, which of course I
Speaker 3: haven't heard that in a while Doge, but I mean
Speaker 3: that is something that was a really big concern here
Speaker 3: for a lot of these government related contractors, and it
Speaker 3: seems as though, according to William Blair at least, that
Speaker 3: this company might be out of the woods with that one.
Speaker 1: Remember when every day I felt like we were talking about
Speaker 1: dosh right right.
Speaker 4: Well, speaking of the US government, the largest single shareholder
Speaker 4: in Intel is the US government.
Speaker 3: Intel Intel shares definitely in focus right now, and we
Speaker 3: are seeing some activity in the after hours trade this
Speaker 3: after Intel gave an upbeat revenue. This really driven by
Speaker 3: personal computer demands here, and this is really boosting a
Speaker 3: lot of optimism about a potential comeback story years you
Speaker 3: called out tim the government taking a stake in this company,
Speaker 3: so it's really been on the eyes and on the
Speaker 3: mind of investors so far in recent months. Shares of
Speaker 3: the company up about ninety percent so far this year,
Speaker 3: so some quite sellar performance so far.
Speaker 1: We've been an honorable mention after the close, right, Yeah,
Speaker 1: let's do forard that company reporting earnings after the bell today,
Speaker 1: up five percent in the after hours.
Speaker 4: Ford expecting a private hit of as much as two
Speaker 4: billion dollars after a fire at a key supplier of
Speaker 4: aluminum for its F one fifty. The company now expects
Speaker 4: full year adjusted earnings before interest in taxes of six
Speaker 4: to six point five billion, down from as much as
Speaker 4: seven point five billion under its previous guidance. Fords CEO
Speaker 4: Jim Farley on Bloomberg Television with Romaine Bostik and Matt Miller,
Speaker 4: talking about how he was grateful for the tariff pullback
Speaker 4: slightly and the less of a hit, that the company will.
Speaker 1: Take more reasonable level, more reasonable.
Speaker 4: Level, and then also saying that that fire at that supplier,
Speaker 4: that will all be resolved by next year.
Speaker 1: Yeah, which has certainly been a big hit as of late,
Speaker 1: but some recovery then into twenty twenty six.
Speaker 2: The Stockmovers Report from Bloomberg Radio. Check back with us
Speaker 2: throughout the day for the latest roundup of companies making
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