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 2: Let's take a look to some of the stocks on
Speaker 2: the move today.
Speaker 1: We're joined by Bloomberg at Billy Lipschaltz. Really, what are
Speaker 1: you looking at?
Speaker 2: Yea?
Speaker 1: I want to start with one of the best performers
Speaker 1: in the S and P five hundred, that is Southwest
Speaker 1: Air ticker LUV right now up rounding up called thirteen percent,
Speaker 1: best day since April, trading the highest level since twenty
Speaker 1: twenty two. Why the big move? They beat expectations on
Speaker 1: the fourth quarter. They talked up demand for the twenty
Speaker 1: twenty six expecting earnings of at least four dollars a share,
Speaker 1: well above what Wall Street was looking for. That'd be
Speaker 1: up over three hundred percent compared to twenty twenty five.
Speaker 1: And it does stand out compared to the others that
Speaker 1: we've seen in the airline space. Delta more mixed, American
Speaker 1: Air more mixed in terms of print. So Southwest, Yes,
Speaker 1: they were battered a bit by Elliott with their activist stake.
Speaker 1: No longer are they doing the freeboard, you actually pick
Speaker 1: your seat like other airlines. But so far playing out
Speaker 1: pretty well for the airline, just another airline.
Speaker 2: Now it's lost some that disc My.
Speaker 1: Parents were like core Southwest users. They loved the credit card.
Speaker 1: You got promoted one for ten. It was awesome. You
Speaker 1: got to select the exit row. They're out no more?
Speaker 1: All right, what's next? Las Vegas Sands Tiger LVS one
Speaker 1: of the worst performers in the SAP five hundred down
Speaker 1: twelve percent. Yeah, as you mentioned Paul macau, underwhelming people
Speaker 1: not flying or visiting the kind of region to gamble.
Speaker 1: It does seem like when you look at growth twenty
Speaker 1: three percent wind growth in four Q outpacing some of
Speaker 1: the market. But also the big debate has been VIP
Speaker 1: how are they catering to their high rollers? Now they're
Speaker 1: competing with other casino operators on the island that are
Speaker 1: I'm bitching to the average joe. Have you got Yeah,
Speaker 1: I've been there once. It is awesome. Man, did they
Speaker 1: do a good job? I mean, they created this gambling
Speaker 1: mecha out of nothing. Is it better than Vegas? Though,
Speaker 1: I've heard it's like kind of a knockoff it. No,
Speaker 1: it's it's very similar to Okay, I mean the colonial
Speaker 1: roots though, so there's like fantastic Portuguese architecture there, there's
Speaker 1: great food. It has really come a long way over
Speaker 1: the last twenty thirty years. So you're bullish Macau, even
Speaker 1: though the stock is down almost thirteen percent. Bullish. But
Speaker 1: how's it experience? I don't go there to gamble, so
Speaker 1: that I haven't. They're expressly to gagle.
Speaker 2: So all right, what else do you have for us?
Speaker 1: Yeah? Microsoft ticker MSFT down eleven percent. Just to put
Speaker 1: that into context, meta right now is up about eight
Speaker 1: percent when you look at the point differential meta on
Speaker 1: the S and P five hundred, leading to fourteen point boost.
Speaker 1: Microsoft is a forty six point drag, so essentially three
Speaker 1: times the move when you look at the S and
Speaker 1: P five hundred, even though the performance is pretty pretty similar.
Speaker 1: RBC calling it out solid report, not enough to clear
Speaker 1: elevated expectations AI demand AI spending. When you pair that
Speaker 1: with cloud growth slowing, you're kind of dealing with an
Speaker 1: issue opposite of which we saw beating expectations and talking
Speaker 1: up how that AI investment is going to benefit. Big
Speaker 1: move for Microsoft. Just want to call out that that
Speaker 1: is the worst move since March twenty twenty, which we
Speaker 1: all remember pandemic.
Speaker 2: The Stockmover's report from Bloomberg Radio. Check back with us
Speaker 2: throughout the day for the latest roundup of companies making
Speaker 2: news on Wall Street and for the latest market moving headlines.
Speaker 2: Listen to Bloomberg Radio Live, catch us on YouTube, Bloomberg
Speaker 2: dot com, and on Applecarplay and Android Auto with the
Speaker 2: Bloomberg Business app.