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 00:00:17,000 --> 00:00:18,800 Speaker 3: Let's take a look at some stocks on the movie. 5 00:00:18,800 --> 00:00:21,760 Speaker 3: You have the major indexes lower. I'm Scarlett Fou with 6 00:00:22,320 --> 00:00:25,640 Speaker 3: Stacey Vannox Smith and we're joining now Bloomberg's Christine A. 7 00:00:25,680 --> 00:00:27,680 Speaker 3: Qino and Christine, we gotta start with the Oracle again 8 00:00:27,760 --> 00:00:30,280 Speaker 3: in the news exactly, we have to start an Oracle. 9 00:00:30,520 --> 00:00:34,199 Speaker 1: So those shares took her o rcl up at the 10 00:00:34,320 --> 00:00:38,120 Speaker 1: moment enjoy a nice healthy gain of more than three percent. 11 00:00:38,440 --> 00:00:40,760 Speaker 1: And this is because we did get a report from 12 00:00:40,760 --> 00:00:44,880 Speaker 1: CNBC that Oracle will keep its TikTok cloud deal under 13 00:00:44,880 --> 00:00:47,400 Speaker 1: a new agreement that could close within the next thirty 14 00:00:47,479 --> 00:00:49,839 Speaker 1: to forty five days. Of course, this is related to 15 00:00:49,880 --> 00:00:52,800 Speaker 1: comments as well from Treasury Secretary Scott Bessent also in 16 00:00:52,840 --> 00:00:56,840 Speaker 1: CNBC earlier, saying that he anticipates that President Trump in 17 00:00:57,000 --> 00:01:00,600 Speaker 1: a Chinese president she Jimping, will agree on a final 18 00:01:00,760 --> 00:01:04,040 Speaker 1: TikTok deal during their phone call on Friday. Now, Bloomery 19 00:01:04,040 --> 00:01:07,440 Speaker 1: Intelligence analyst weighing in on this as well, So they're 20 00:01:07,480 --> 00:01:10,640 Speaker 1: saying that Oracle will likely restrict its role to providing 21 00:01:10,680 --> 00:01:13,600 Speaker 1: cloud services and ensuring that no TikTok data flows back 22 00:01:13,640 --> 00:01:16,800 Speaker 1: to China under any potential US agreement tied to a deal. 23 00:01:16,800 --> 00:01:19,520 Speaker 1: Because remember this is the sticking point right between the 24 00:01:19,560 --> 00:01:23,280 Speaker 1: two leaders. How much data is TikTok really collecting from 25 00:01:23,440 --> 00:01:26,400 Speaker 1: US citizens? And that's something that has been touted by 26 00:01:26,840 --> 00:01:30,319 Speaker 1: President Trump and the Trump administration as a potential national 27 00:01:30,360 --> 00:01:33,840 Speaker 1: security issue. So we'll see what gets ironed out in 28 00:01:33,920 --> 00:01:36,640 Speaker 1: that phone call on Friday. Annaly is also saying that 29 00:01:36,680 --> 00:01:39,520 Speaker 1: they do see a low likelihood of an equity investment 30 00:01:39,600 --> 00:01:43,880 Speaker 1: in this potential involvement. And what about shares of hersheyt 31 00:01:43,880 --> 00:01:46,760 Speaker 1: they're having a very sweet morning. Yeah, absolutely say see 32 00:01:46,800 --> 00:01:51,160 Speaker 1: so Hershey shares up at the moment tick her Hsy 33 00:01:51,320 --> 00:01:54,520 Speaker 1: they're currently more than two percent, and that's because they're 34 00:01:54,600 --> 00:01:57,960 Speaker 1: enjoying a double upgrade govin sech Sacks and so it's 35 00:01:57,960 --> 00:02:01,840 Speaker 1: now ready to buy. And also go Ulman raising a 36 00:02:01,880 --> 00:02:04,440 Speaker 1: price target to two hundred and twenty two dollars, which 37 00:02:04,440 --> 00:02:07,920 Speaker 1: implies a twenty percent increase from Monday's clothes. The analysts 38 00:02:07,920 --> 00:02:10,720 Speaker 1: there are saying that market share trends are improving their 39 00:02:10,800 --> 00:02:15,200 Speaker 1: incremental tailwinds ahead. They say that there's also well Hershey 40 00:02:15,280 --> 00:02:19,480 Speaker 1: has enjoyed historically a nice pricing power linked to its 41 00:02:19,480 --> 00:02:23,880 Speaker 1: portfolio way a lot of people very specifically crave their brands, 42 00:02:23,960 --> 00:02:27,600 Speaker 1: and so they're saying that analysts are saying that the 43 00:02:27,639 --> 00:02:31,240 Speaker 1: announcements are pricing that's expected to drive outsize growth in 44 00:02:31,320 --> 00:02:34,200 Speaker 1: the next fiscal year and also costs pressures from tariffs 45 00:02:34,240 --> 00:02:36,919 Speaker 1: as well as the increased price of Coco are better understood. 46 00:02:36,919 --> 00:02:39,520 Speaker 3: Now, all right, and Christine, very quickly, the final stock 47 00:02:39,520 --> 00:02:42,320 Speaker 3: you're watching for US is Warner Brothers Discovery down almost 48 00:02:42,360 --> 00:02:43,160 Speaker 3: nine percent. 49 00:02:42,960 --> 00:02:45,880 Speaker 1: Absolutely scarlet. So take your WBD down, as you say, 50 00:02:45,880 --> 00:02:49,160 Speaker 1: almost nine percent. That's because td cow indegraded a stock 51 00:02:49,240 --> 00:02:52,480 Speaker 1: to hold from a buy. They're also saying that the 52 00:02:52,520 --> 00:02:56,160 Speaker 1: share increase that enjoyed last week because of a potential 53 00:02:56,520 --> 00:03:00,320 Speaker 1: paramount guidance bid for the company, has just taken price 54 00:03:00,360 --> 00:03:03,920 Speaker 1: target beyond what is justified by fundamentals. 55 00:03:05,120 --> 00:03:09,360 Speaker 2: The Stockmovers Report from Bloomberg Radio. Check back with us 56 00:03:09,360 --> 00:03:12,200 Speaker 2: throughout the day for the latest roundup of companies making 57 00:03:12,240 --> 00:03:15,880 Speaker 2: news on Wall Street and for the latest market moving headlines. 58 00:03:16,080 --> 00:03:20,080 Speaker 2: Listen to Bloomberg Radio Live. 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