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

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Speaker 2: The Stock Movers podcast, your roundup of companies making moves

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Speaker 2: in the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: Let's take a look at some stocks on the move today.

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Speaker 3: Denita Sikova is Bloomberg News Cross Asset reporter. She joins

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Speaker 3: us here in the Bloomberg Interactive Brokers Studio. We got

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Speaker 3: to start with Intel.

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Speaker 4: Let's start with Intel. We had a good start of

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Speaker 4: the way for Intel.

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Speaker 2: Today.

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Speaker 4: Obviously things are not looking so good, down more than

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Speaker 4: six percent in late trading. It comes off a week

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Speaker 4: forecast for the current period and saying that it's cutting

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Speaker 4: workers to bring down calls. We had a headline from

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Speaker 4: Bloomberg News that they're reducing their ranks by more than

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Speaker 4: twenty percent, which was well received at the time. But

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Speaker 4: now we're seeing first the second quarter revenue will be

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Speaker 4: between eleven billion and twelve point four billion, so that's

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Speaker 4: where we're seeing some disappointment. It was short of the

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Speaker 4: about thirteen billion estimate we saw from the street, and

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Speaker 4: that was one of the biggest disappointments. Of course, we

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Speaker 4: have a new CEO taking over the company. There has

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Speaker 4: been a lot of optimism based on that the company

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Speaker 4: is actually up here to date one of the few

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Speaker 4: tech shares that are up. It's up seven percent. We

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Speaker 4: saw some good parts in the reports. Quarter sales came

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Speaker 4: in at twelve point seven billion, topping predictions. It's more

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Speaker 4: when it looks to guidance and the future in those

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Speaker 4: week forecasts, suggesting that the optick and demand maybe is

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Speaker 4: a blip. We know that there has been a lot

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Speaker 4: of rush of orders right ahead of the tariffs, so

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Speaker 4: unless are worried about that, but yet it's it's a

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Speaker 4: good start of the year despite today's move.

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Speaker 5: And I was obsessed because Intel was up about fourteen

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Speaker 5: percent this week heading into earning, so there was a

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Speaker 5: lot of buying going into these earnings reports.

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Speaker 1: So definitely lower. What do you want to take as

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Speaker 1: Alaska Air.

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Speaker 4: Yeah, let's talk about airlines. They've all been taking in

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Speaker 4: a lot of pressure. Yes, lately, Alaska Air tumbled about

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Speaker 4: ten percent today the care after the carry's second quarter

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Speaker 4: forecast for adjusted earnings trailed the average estimate. We've seen

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Speaker 4: all those airlines browing back their guidance. We've seen a

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Speaker 4: lot of that high frequency economic data showing that traffic

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Speaker 4: is down, especially when it comes to international tourists, and

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Speaker 4: that's definitely putting a lot of pressure. The company said

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Speaker 4: it would not update it's fullyer twenty twenty five guidance

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Speaker 4: and it will provide an update later in the year.

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Speaker 4: Of course, it's the uncertainty coming with the fast changing

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Speaker 4: trade policies, with immigration and all those rules. We of

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Speaker 4: course had American Airlines today we draw its earning south. Look,

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Speaker 4: we've seen so much uncertainty with the airlines, and Alaska

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Speaker 4: is a particularly bad hit thirty six percent lost ear

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Speaker 4: to date, which is second worst ear on record.

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Speaker 3: We had a great chat earlier with Chilakyalu at Jeffries.

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Speaker 3: She's an analyst that covers pretty much every airline except

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Speaker 3: for Alaska.

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Speaker 1: Yeah, which we noted.

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Speaker 3: Yeah, that said, she did say, you know, it was

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Speaker 3: pretty bad a month ago. It's gotten better for airlines

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Speaker 3: now and she's not necessarily seeing in the results a

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Speaker 3: huge concern when it comes to international. Yes, maybe ten

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Speaker 3: percent from Canada for certain airlines. Still we'll wait and see.

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Speaker 3: Consumer in the US has pulled back. Commercial business still

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Speaker 3: pretty good.

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Speaker 1: Well, And she was saying that it's like a month

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Speaker 1: or so ago right there.

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Speaker 5: Yeah, really the airlines got such a beating when we

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Speaker 5: had a couple of the majors come out and talk

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Speaker 5: down their outlooks and that so much bad news has

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Speaker 5: been factored in because I was surprised to see American

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Speaker 5: moving up in today's session, so it was kind of

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Speaker 5: an interesting shing.

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Speaker 1: Let's go to toys. Can we go there?

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Speaker 4: Yeah, we're We've been talking about consumer sentiments and where

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Speaker 4: it's going bad when we talk about toys. Thanks for

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Speaker 4: looking good, Hasbro share search today the most five years.

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Speaker 4: The maker beat ONLYSS estimate on both prefect revenue said

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Speaker 4: it's in a good shape despite the tariffs. Some interesting

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Speaker 4: stats roughly fifty percent of its US toy in game

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Speaker 4: come from China. The China will continue to be a

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Speaker 4: major manufacturing hub for them, but they are trying to

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Speaker 4: bring down meaningfully the exports they get from there. Their

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Speaker 4: most popular product, Dungeon and Dragons, has low tariff exposures,

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Speaker 4: they said, so perhaps that's bringing some relief. The stokes

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Speaker 4: jump as much as sixteen percent in earlier in trading

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Speaker 4: and is eight percent year todate, which is one of

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Speaker 4: the biggest winners from all the stakes.

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Speaker 1: We're looking at me play Dungeon and Dragons something.

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Speaker 3: I don't even know how.

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Speaker 1: No judge, no judge, I don't even know how.

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Speaker 2: Shocked.

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Speaker 1: Friends, you can tell us.

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Speaker 3: My Hasbro's website. Yeah, when you think of Barbie, what

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Speaker 3: do you think? I think I'm metallic exactly? Hasbro is

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Speaker 3: advertising Plato Barbie? WHOA wow? My mind is blown.

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Speaker 1: Are those frenemies like working together?

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Speaker 3: I don't know, partnership Kota, Dab dot com, Hasbro.

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Speaker 5: Dot com and I'm gonna look up, Oh wow, what

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Speaker 5: is something?

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Speaker 3: Exactly? So I'm just looking at the different brands that

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Speaker 3: Hasbro has. They have a lot of games too, so Monopoly, Furbie, Nerve, Transformers.

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Speaker 3: You mentioned Dungeons and Dragons. Carol's favorite, though, is Barbie.

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Speaker 2: The Stockmovers podcast from Bloomberg Radio. Check back with us

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

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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