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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: This is the closing bell on this stock movers report.

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Speaker 2: The company's making moves at the close of US trading

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Speaker 2: with Carol Masser, Tim Stenobeck, Romain Bostick and Scarlet Food.

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Speaker 3: You know, you have those days where you just don't

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Speaker 3: have enough Bloomberg screens, and we have a lot of them.

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Speaker 4: This is one of those days for me as well.

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Speaker 3: All right, back to the big caps s and P

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Speaker 3: five hundred folks, most names actually in the index, so

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Speaker 3: more of a bullish tone if you will. Three hundred

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Speaker 3: and twenty two names Katie Hire in the Friday trade

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Speaker 3: and one hundred and seventy nine to the downside.

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Speaker 5: Similar, sir, if you take a look at the sectors here,

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Speaker 5: what was your big winner on the day actually was healthcare.

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Speaker 5: We know it's been a phenomenal week for that sector

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Speaker 5: as a whole, continuing on this Friday. It's exciting to

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Speaker 5: say that tech was actually down today. For the last

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Speaker 5: several days. Of course, on the right of your screen,

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Speaker 5: information technology has been green. That hasn't been the case today,

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Speaker 5: down about three tenths of a percent as a sector,

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Speaker 5: but even still more winners than losers and the SMP

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Speaker 5: five hundred Carol just barely finishing in the green.

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Speaker 3: All right, guys, let's go to some of the individual gainers.

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Speaker 3: US Rare Earth tiker USAR soaring hid in an all

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Speaker 3: time high in today's session, twenty four percent higher at

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Speaker 3: its best levels of the session, finishing the clos with

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Speaker 3: about a fourteen percent gain. This coming after CNBC reported

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Speaker 3: that the company is in close communications with the Trump administration.

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Speaker 3: When asked whether the company would be open to a

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Speaker 3: deal with the US government, we know that the government

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Speaker 3: here in the US has taken stakes in Rare Earth's company,

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Speaker 3: MP Materials and Minor Lithium Americas. The US Rare Earth

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Speaker 3: CEO Barbara Hampton supporting these government stake deals.

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Speaker 4: According to CNBC.

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Speaker 3: That's stock one hundred and thirty percent higher here in

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Speaker 3: twenty twenty five. Eleven percent of the float is short.

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Speaker 3: We recently just spoke to Barbara Hmpton.

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Speaker 4: She was still at Seamans. This was just a little

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Speaker 4: while ago, a week, week and a half ago.

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Speaker 6: Yeah, she just started this week a company.

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Speaker 4: Yeah, so interesting. We'll have to check in with her again.

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Speaker 3: Reddit rallying at its best levels, up six percent, finishing

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Speaker 3: with a gain of more than three percent, analysts expressing

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Speaker 3: confidence in the company's revenue as of Thursday's close, though

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Speaker 3: the stockage shed about twenty six percent since peaking in

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Speaker 3: mid September, including a tumble earlier this week due to

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Speaker 3: concerns about a drop and open a citations. Now keep

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Speaker 3: in mind the OUs community, a lot of them coming out.

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Speaker 3: Oppenheimer has an outperform rating and they say we believe

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Speaker 3: certain third party data providers indicating reduced chat Sheptgemini usage

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Speaker 3: of Reddit data in September is a measurement issue and

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Speaker 3: not reflective of actual user or LLM behavior. So that

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Speaker 3: was Oppenheimer, but a lot of other analysts similar messages. Rumble,

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Speaker 3: thank you Tim for this one. Up about sixteen percent

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Speaker 3: in today's session. The video platform and cloud services provide

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Speaker 3: a rallying after entering into a strategic partnership with Perplexity

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Speaker 3: to develop a new subscription model combining the pro features

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Speaker 3: of each platform.

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Speaker 4: Like I'm speaking a foreign language. Stock is down about

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Speaker 4: thirty five percent year to day. Twenty percent of the

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Speaker 4: float is short.

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Speaker 6: Don't worry.

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Speaker 1: The big tam there.

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Speaker 7: Yeah, the R poop, the R poop.

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Speaker 6: There we go that's some rpoop. All right, Let's get

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Speaker 6: on over to some of the decliners today. I want

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Speaker 6: to start with Palenteer. This was the biggest decliner on

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Speaker 6: a percentage basis in the S and P five hundred,

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Speaker 6: down seven point five percent, and actually fell about eight

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Speaker 6: point seven percent earlier in the session. This following a

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Speaker 6: Reuters report that its battlefield communications system was seriously flawed.

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Speaker 6: Plenteer and Anderil came out with a statement after that

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Speaker 6: and said the issues in the report were out of

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Speaker 6: data and inaccurate, and that the systems had already been addressed.

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Speaker 6: That didn't do much to change the direction of the

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Speaker 6: trade today, at least when it came to Palenteer shares

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Speaker 6: reports down seven and a half percentH Palenteer stock down

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Speaker 6: seven and a half percent. Also, Roadblock shares down more

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Speaker 6: than eight percent. Today shares fell the most intraday since

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Speaker 6: August after an analyst at M Sciences M Science came

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Speaker 6: out and said that US bookings growth has decelerated sharply

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Speaker 6: from recent highs. That said, Corey Barrett expects bookings growth

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Speaker 6: three main quote at or near recent highs in non

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Speaker 6: core markets XUS and Western Europe, and finally, watching shares

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Speaker 6: of casino companies gaming companies that have a large presence

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Speaker 6: in Macau, Win Resorts Las Vegas Sands both falling more

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Speaker 6: than seven percent today. City says national passenger data from

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Speaker 6: China's Travel Ministry for the first two days of Golden

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Speaker 6: Week was weaker than expected. Win gets about fifty one

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Speaker 6: percent of its revenue from its Macaw operations. Las Vegas

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Speaker 6: Sands gets about sixty two percent of its revenue from Macaw.

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Speaker 1: All right, let's take a quick look at yields here.

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Speaker 1: We actually did see yields actually rise. Today's second straight day,

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Speaker 1: of course, is coming off of what we had seen

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Speaker 1: over the previous days, where it had been in the

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Speaker 1: opposite direction. We should point out on a weekly basis,

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Speaker 1: we're still looking at a two year yield lower than

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Speaker 1: where it was one week ago today three five seven,

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Speaker 1: three and change. That's where we stand right now heading

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Speaker 1: into next week.

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Speaker 7: Guys.

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Speaker 3: All right, guys, let's get to some of the interesting

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Speaker 3: stories on our RAIDAR and we talk you know, obviously

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Speaker 3: ongoing about inflation and where we still continue to see

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Speaker 3: pressures well, global meat prices extending a rally to a

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Speaker 3: record on tight beef supply, so global meat prices, as

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Speaker 3: I said, a fresh record in September to the longest

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Speaker 3: run of monthly gain since twenty twenty one.

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Speaker 6: Tim Yeah, the index tracking meat commodity costs rows seven

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Speaker 6: tenths of one percent. Meat was the only main food

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Speaker 6: commodity group tracked to increase in September, also supported by

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Speaker 6: higher sheet meat prices. Got a few issues facing the

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Speaker 6: US right now. We have a smaller number of cattle actually,

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Speaker 6: but also we import a lot of beef from around

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Speaker 6: the world, specifically from Brazil. But remember those forty percent

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Speaker 6: tariffs that the President's slapped on Brazil just in the

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Speaker 6: last month or so. That affects the price of that

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Speaker 6: coming in.

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Speaker 4: I see these pictures of cows and it makes me

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Speaker 4: not wanty.

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Speaker 1: You know what you can do though, I mean, if

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Speaker 1: we can're having a low trouble affording meat, and you

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Speaker 1: can stretch it out with sauces, guys.

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Speaker 6: I saw the stays the day.

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Speaker 1: But apparently we've just the US has been taken over

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Speaker 1: by sauce. US condiments category is now at twelve billion dollars.

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Speaker 1: That's a fifty percent jump from where it was just

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Speaker 1: prior to the pandemic. Basically, everyone likes to put sauce

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Speaker 1: on everything. And by everyone, I mean everyone but me.

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Speaker 6: You don't like it sauce.

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Speaker 7: I like sauce either. I like just some salt. That's it.

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Speaker 4: Yeah, salt.

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Speaker 7: Yeah, it works, it works.

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Speaker 5: I will say, I can't believe that no one said

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Speaker 5: that there's a bull market in beef.

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Speaker 7: Right now. I feel like that was a really easy joke.

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Speaker 4: Are you saying we're stupid?

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Speaker 7: No, I'm just saying it was right there for the taking.

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Speaker 6: Were we were letting it. You know, we're letting it

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Speaker 6: go for you?

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Speaker 7: What kind of sauce it does?

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Speaker 4: Carl Masser Berne bernees?

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Speaker 6: Okay?

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Speaker 7: You know what? I still remember the.

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Speaker 1: First time I ever took our at the dinner, Isshue.

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Speaker 7: Ordered what was it?

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Speaker 1: Best cargo?

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Speaker 7: What was it that you order cargo?

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Speaker 1: It was something expensive, you know, snails.

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Speaker 6: I'm still waiting for the first time. Remain takes me out.

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Speaker 6: It's like snails and champagne. Yeah, wow, I don't do

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Speaker 6: you eat? I do? Yeah?

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Speaker 7: I walked by your desk every day. Do you want

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Speaker 7: to know what Tim had for It was good?

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Speaker 6: It was this is personal and this is personal.

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Speaker 1: Eye you know why I haven't asked you do you

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Speaker 1: want to.

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Speaker 3: Know if he eats his LD food dish is right here.

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Speaker 6: Because you asked, Because you asked, I'm more of a

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Speaker 6: hot sauce person. More of a hot sauce person you are, Yeah,

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Speaker 6: you know. And the trick is you don't need to

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Speaker 6: put him in the refrigerator. It actually tastes better if

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Speaker 6: you keep him out of the refrigerator.

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Speaker 7: Oh I got sauce.

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Speaker 6: Yeah, so you know, maybe a little Chilula Valentina go

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Speaker 6: on hot ones. That would be fun.

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Speaker 7: That would be fun.

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Speaker 6: I would make it to like the second wing. That's it.

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Speaker 6: I absolutely absolutely would be sweating profusely.

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Speaker 7: Great.

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Speaker 6: Yeah, there's a pro tip.

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Speaker 1: If you ever go to Southeast Asia and they asked

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Speaker 1: you if you want it spicy, say.

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Speaker 3: No, you need for not wrapping this.

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Speaker 6: I'm still waiting for Roman to take me out to dinner.

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Speaker 4: No, just kidding. Have a good weekend.

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Speaker 6: Time for us to move over.

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Speaker 1: Gosh, okay, all right, goodbye, so yourself out please.

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Speaker 4: All right.

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Speaker 2: That is a the Stockmover's Report from Bloomberg Radio. Check

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