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 00:00:16,760 --> 00:00:18,200 Speaker 2: Let's take a look to some of the stocks on 5 00:00:18,320 --> 00:00:19,200 Speaker 2: the move today. 6 00:00:19,560 --> 00:00:21,560 Speaker 1: We're joined by Bloomberg at Billy Lipschaltz. Really, what are 7 00:00:21,560 --> 00:00:21,840 Speaker 1: you looking at? 8 00:00:21,880 --> 00:00:22,040 Speaker 2: Yea? 9 00:00:22,040 --> 00:00:23,360 Speaker 1: I want to start with one of the best performers 10 00:00:23,400 --> 00:00:25,560 Speaker 1: in the S and P five hundred, that is Southwest 11 00:00:25,640 --> 00:00:29,800 Speaker 1: Air ticker LUV right now up rounding up called thirteen percent, 12 00:00:29,920 --> 00:00:33,080 Speaker 1: best day since April, trading the highest level since twenty 13 00:00:33,120 --> 00:00:35,519 Speaker 1: twenty two. Why the big move? They beat expectations on 14 00:00:35,560 --> 00:00:37,640 Speaker 1: the fourth quarter. They talked up demand for the twenty 15 00:00:37,680 --> 00:00:40,800 Speaker 1: twenty six expecting earnings of at least four dollars a share, 16 00:00:41,200 --> 00:00:43,159 Speaker 1: well above what Wall Street was looking for. That'd be 17 00:00:43,240 --> 00:00:46,000 Speaker 1: up over three hundred percent compared to twenty twenty five. 18 00:00:46,040 --> 00:00:48,559 Speaker 1: And it does stand out compared to the others that 19 00:00:48,600 --> 00:00:51,600 Speaker 1: we've seen in the airline space. Delta more mixed, American 20 00:00:51,640 --> 00:00:55,240 Speaker 1: Air more mixed in terms of print. So Southwest, Yes, 21 00:00:55,320 --> 00:00:57,920 Speaker 1: they were battered a bit by Elliott with their activist stake. 22 00:00:58,440 --> 00:01:00,760 Speaker 1: No longer are they doing the freeboard, you actually pick 23 00:01:00,800 --> 00:01:03,760 Speaker 1: your seat like other airlines. But so far playing out 24 00:01:03,800 --> 00:01:06,480 Speaker 1: pretty well for the airline, just another airline. 25 00:01:06,600 --> 00:01:08,479 Speaker 2: Now it's lost some that disc My. 26 00:01:08,400 --> 00:01:12,880 Speaker 1: Parents were like core Southwest users. They loved the credit card. 27 00:01:12,880 --> 00:01:15,800 Speaker 1: You got promoted one for ten. It was awesome. You 28 00:01:15,880 --> 00:01:18,440 Speaker 1: got to select the exit row. They're out no more? 29 00:01:18,560 --> 00:01:22,160 Speaker 1: All right, what's next? Las Vegas Sands Tiger LVS one 30 00:01:22,200 --> 00:01:24,760 Speaker 1: of the worst performers in the SAP five hundred down 31 00:01:25,080 --> 00:01:30,279 Speaker 1: twelve percent. Yeah, as you mentioned Paul macau, underwhelming people 32 00:01:30,600 --> 00:01:34,679 Speaker 1: not flying or visiting the kind of region to gamble. 33 00:01:34,680 --> 00:01:37,680 Speaker 1: It does seem like when you look at growth twenty 34 00:01:37,680 --> 00:01:40,480 Speaker 1: three percent wind growth in four Q outpacing some of 35 00:01:40,520 --> 00:01:43,360 Speaker 1: the market. But also the big debate has been VIP 36 00:01:43,760 --> 00:01:46,399 Speaker 1: how are they catering to their high rollers? Now they're 37 00:01:46,400 --> 00:01:49,120 Speaker 1: competing with other casino operators on the island that are 38 00:01:50,000 --> 00:01:52,120 Speaker 1: I'm bitching to the average joe. Have you got Yeah, 39 00:01:52,120 --> 00:01:54,160 Speaker 1: I've been there once. It is awesome. Man, did they 40 00:01:54,160 --> 00:01:57,480 Speaker 1: do a good job? I mean, they created this gambling 41 00:01:57,520 --> 00:01:59,680 Speaker 1: mecha out of nothing. Is it better than Vegas? Though, 42 00:01:59,680 --> 00:02:01,480 Speaker 1: I've heard it's like kind of a knockoff it. No, 43 00:02:01,560 --> 00:02:04,520 Speaker 1: it's it's very similar to Okay, I mean the colonial 44 00:02:04,600 --> 00:02:08,200 Speaker 1: roots though, so there's like fantastic Portuguese architecture there, there's 45 00:02:08,320 --> 00:02:11,480 Speaker 1: great food. It has really come a long way over 46 00:02:11,480 --> 00:02:14,280 Speaker 1: the last twenty thirty years. So you're bullish Macau, even 47 00:02:14,280 --> 00:02:17,040 Speaker 1: though the stock is down almost thirteen percent. Bullish. But 48 00:02:17,200 --> 00:02:19,240 Speaker 1: how's it experience? I don't go there to gamble, so 49 00:02:19,919 --> 00:02:22,560 Speaker 1: that I haven't. They're expressly to gagle. 50 00:02:22,639 --> 00:02:24,400 Speaker 2: So all right, what else do you have for us? 51 00:02:24,480 --> 00:02:29,560 Speaker 1: Yeah? Microsoft ticker MSFT down eleven percent. Just to put 52 00:02:29,560 --> 00:02:32,240 Speaker 1: that into context, meta right now is up about eight 53 00:02:32,280 --> 00:02:34,520 Speaker 1: percent when you look at the point differential meta on 54 00:02:34,560 --> 00:02:38,280 Speaker 1: the S and P five hundred, leading to fourteen point boost. 55 00:02:38,680 --> 00:02:42,640 Speaker 1: Microsoft is a forty six point drag, so essentially three 56 00:02:42,720 --> 00:02:44,840 Speaker 1: times the move when you look at the S and 57 00:02:44,880 --> 00:02:48,440 Speaker 1: P five hundred, even though the performance is pretty pretty similar. 58 00:02:49,280 --> 00:02:51,720 Speaker 1: RBC calling it out solid report, not enough to clear 59 00:02:51,800 --> 00:02:56,200 Speaker 1: elevated expectations AI demand AI spending. When you pair that 60 00:02:56,280 --> 00:02:58,760 Speaker 1: with cloud growth slowing, you're kind of dealing with an 61 00:02:58,800 --> 00:03:02,360 Speaker 1: issue opposite of which we saw beating expectations and talking 62 00:03:02,480 --> 00:03:04,920 Speaker 1: up how that AI investment is going to benefit. Big 63 00:03:04,960 --> 00:03:06,520 Speaker 1: move for Microsoft. Just want to call out that that 64 00:03:06,600 --> 00:03:09,160 Speaker 1: is the worst move since March twenty twenty, which we 65 00:03:09,160 --> 00:03:10,679 Speaker 1: all remember pandemic. 66 00:03:12,200 --> 00:03:16,440 Speaker 2: The Stockmover's report from Bloomberg Radio. 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