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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 companies making moves at the close of US trading

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Speaker 2: with Carol Masser, Tim Stenobeck, Romain Bostik, and Katie Greyfell.

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Speaker 3: Let's go to some of the individual gainers, if I may,

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Speaker 3: in terms of the S and not the S and

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Speaker 3: B the overall trade. Palenteer number three gainer in the

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Speaker 3: S and P five hundred, number two gainer of the

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Speaker 3: NASDAQ one hundred, as we know, a big government contractor,

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Speaker 3: so riding that rally higher today because of Middle East tensions.

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Speaker 3: Also being upgraded to buy from neutral overt ubs. It's

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Speaker 3: the latest firm to turn more positive on the software

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Speaker 3: company in the wake of its results. Again Pollenteer up

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Speaker 3: about five point eight percent. Along those lines, let's take

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Speaker 3: a look at the defense sector, because we definitely did

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Speaker 3: see a rally really rallying to be fair over the

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Speaker 3: past year as global tensions ratcheted higher, this new conflict

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Speaker 3: in the Middle giving traders another reason to invest in the sector.

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Speaker 3: So we saw investors moving into Lockheed Martin up two

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Speaker 3: point eight percent. Also Northrop Grumman a gain of six percent,

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Speaker 3: and then you've also got RTX, the ticker there that

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Speaker 3: went up about four point seven percent. Energy names also

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Speaker 3: hire in today's session, we saw strong gains really around

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Speaker 3: the world when it comes to energy names because of

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Speaker 3: the Middle East tensions and of course continuing attacks from

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Speaker 3: US and Israel against Iran. So exce On Mobile up

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Speaker 3: more than one percent. You had Chevron up about one

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Speaker 3: and a half percent, an Apa Corp. That went up

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Speaker 3: about four point three percent. And then I just want

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Speaker 3: to mention one other name because we had three names

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Speaker 3: moving as a result of Nvidia agreeing to invest four

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Speaker 3: billion dollars in two companies that developed data center optics

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Speaker 3: that are essential for artificial intelligence systems. So in Vidia

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Speaker 3: that was up about three percent those two companies, and

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Speaker 3: Vidia investing two billion apiece in Lumentum holdings in Coherent Corp.

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Speaker 3: Multi year deals and so had Lumentum up about almost

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Speaker 3: twelve percent. There, tim and then Coherent gain them more

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Speaker 3: than fifteen percent in today's session. So yeah, so now performance.

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Speaker 4: There ten gainners.

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Speaker 3: I thought I did it rather quickly and efficiently.

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Speaker 4: You did, but I'm very impressed. I'm very impressed. I

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Speaker 4: got three decliners for you guys, well, we can call

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Speaker 4: them all the airlines. How's that down two and a

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Speaker 4: half percent today. This is the Composite Airlines index for

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Speaker 4: the S and P fifteen hundred, So everything was actually

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Speaker 4: in the red today when it came to airlines in

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Speaker 4: the United States, from Alaska, Southwest, Delta, SkyWest, United to

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Speaker 4: American Sun Country, Allegiant and Jet Blue, you did have

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Speaker 4: airlines take a hit today. This not just on tensions

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Speaker 4: around the world and some airlines including United cutting off

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Speaker 4: certain routes through the Middle East like JFK to Tel

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Speaker 4: Aviv and Delta doing that as Delta rather doing that,

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Speaker 4: but also higher fuel prices and what this means for

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Speaker 4: demand and it comes to actually people traveling around the world.

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Speaker 4: Our Bloomberg Intelligence team writing that a prolonged US run

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Speaker 4: engagement will reduce US airline first quarter profits, especially for

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Speaker 4: the large international carriers such as Delta, United and American

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Speaker 4: Airlines as a whole, down two point six percent. Also

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Speaker 4: speaking of travel, Norwegian Cruise Line holding falling today, the

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Speaker 4: company out and saying that full year net yields will

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Speaker 4: be little changed you to execution missteps in its commercial

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Speaker 4: and deployment strategy. The company forecast earnings that came in

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Speaker 4: below the average analyst estimate. The company also facing pressure

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Speaker 4: from activist investor Elliott Investment Management disclosed a stake of

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Speaker 4: more than ten percent and criticized management decision and spending.

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Speaker 4: Cruise stocks as a whole fell today, not just over

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Speaker 4: what happened with Norwegian, but also oil price is surging

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Speaker 4: the most in four years as a result of those

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Speaker 4: military strikes, and finally, in the S and P five hundred,

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Speaker 4: the worst performer AES Corporation, Blackrock Global Infrastructure Partners and

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Speaker 4: EQT agreeing to buy AS for about ten point seven

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Speaker 4: billion dollars in cash. They're going to pay fifteen dollars

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Speaker 4: per share for AES that's below Friday's closing price because

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Speaker 4: this news had come out last week, but shares today

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Speaker 4: fell romain by close to eighteen percent.

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Speaker 1: I do want to just check out on yields because

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Speaker 1: when we talk about the big moves that we had

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Speaker 1: in the cross asset space, and now most of those

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Speaker 1: moves faded, the move in yields actually did stick. You're

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Speaker 1: looking right now. You have a thirty year yield that

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Speaker 1: on a points basis having the biggest one day increase

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Speaker 1: since January, on the two year, the biggest one day

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Speaker 1: gain since October, and on the ten year, the biggest

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Speaker 1: one day gain going back to June. And a lot

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Speaker 1: of that has to do less with the geopolitical aspect

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Speaker 1: of it specifically, but of course the ripple effects, the

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Speaker 1: idea of a potential inflationary effect here, and the idea,

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Speaker 1: as some folks have already said publicly, that the Fed

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Speaker 1: ain't going to do anything anytime soon, no matter what

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Speaker 1: the outcome of this happens to be over the next

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Speaker 1: couple of weeks.

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Speaker 2: This Stock Movers report from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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