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 00:00:16,960 --> 00:00:18,599 Speaker 3: Let's take a look at some stocks on the move 5 00:00:18,720 --> 00:00:21,480 Speaker 3: this week. I'm Tim Stanevik with Emily Griffeo. We're joined 6 00:00:21,520 --> 00:00:24,040 Speaker 3: by Bloomberg News Earnings reporter Red Brown. 7 00:00:24,480 --> 00:00:24,680 Speaker 1: Read. 8 00:00:24,760 --> 00:00:28,520 Speaker 3: You have the unique feature of being in here on 9 00:00:28,560 --> 00:00:32,920 Speaker 3: a Friday afternoon to give us after the market closes, 10 00:00:32,960 --> 00:00:35,040 Speaker 3: to give us these stocks that were on your radar 11 00:00:35,080 --> 00:00:37,360 Speaker 3: for the entire week. What are they? 12 00:00:38,080 --> 00:00:39,760 Speaker 1: The stocks that I've keeped my eye for this week. 13 00:00:39,920 --> 00:00:43,879 Speaker 1: Number one would be United Healthcare. They've had quite a 14 00:00:43,880 --> 00:00:47,520 Speaker 1: wild year, and that's really saying something for this company, 15 00:00:47,560 --> 00:00:51,040 Speaker 1: which is like notoriously notorious for being the most consistent, 16 00:00:51,080 --> 00:00:53,760 Speaker 1: the most boring company kind of in the SMP five hundred. 17 00:00:54,040 --> 00:00:56,640 Speaker 1: They've shed forty two percent of their value this year, 18 00:00:56,760 --> 00:00:59,760 Speaker 1: which is just an incredible kind of turn of events. 19 00:01:00,080 --> 00:01:02,200 Speaker 1: It's lost just to kind of like put that in perspective, 20 00:01:02,240 --> 00:01:04,600 Speaker 1: it's two hundred and ninety billion dollars that they've lost. 21 00:01:04,640 --> 00:01:08,120 Speaker 1: They were looking at close to that excuse me, six hundred, 22 00:01:08,120 --> 00:01:10,120 Speaker 1: six hundred billion dollars. Now they're closer to three hundred 23 00:01:10,120 --> 00:01:13,119 Speaker 1: million dollars in terms of market cap. So yeah, it's 24 00:01:13,160 --> 00:01:15,959 Speaker 1: been quite a year for that company. I mean quite 25 00:01:16,000 --> 00:01:17,640 Speaker 1: a week. This is what you call a no good, 26 00:01:17,959 --> 00:01:18,880 Speaker 1: very bad week. 27 00:01:19,240 --> 00:01:19,440 Speaker 2: You know. 28 00:01:19,480 --> 00:01:22,240 Speaker 3: It started off with the news that they were tearing 29 00:01:22,319 --> 00:01:24,560 Speaker 3: up their guidance for the year, getting a new CEO, 30 00:01:25,000 --> 00:01:27,280 Speaker 3: and ended the week in this with this Wall Street 31 00:01:27,360 --> 00:01:31,720 Speaker 3: Journal report that they were being investigated. 32 00:01:32,120 --> 00:01:35,040 Speaker 1: Yeah. I mean those are really the main drivers of 33 00:01:35,160 --> 00:01:37,240 Speaker 1: the share performance that we're seeing this week, and it 34 00:01:37,319 --> 00:01:39,320 Speaker 1: kind of has a lot of investors just like scratching 35 00:01:39,360 --> 00:01:42,360 Speaker 1: their head is how could they have gotten things this wrong? 36 00:01:42,360 --> 00:01:44,800 Speaker 1: How could they have estimated their costs so poorly? This 37 00:01:44,920 --> 00:01:48,080 Speaker 1: really does seem like it's a United Health specific issue. 38 00:01:48,080 --> 00:01:49,920 Speaker 1: It's not something that's you're seeing at some of the 39 00:01:49,920 --> 00:01:55,000 Speaker 1: other peers Human elements haven't reported similar issues. So yeah, 40 00:01:55,160 --> 00:01:57,320 Speaker 1: there's it's quite a quite a task that they're going 41 00:01:57,400 --> 00:01:59,480 Speaker 1: to need to turn around with a new CEO. All right, 42 00:01:59,480 --> 00:02:01,720 Speaker 1: what else are you watching? First? Solar is another one 43 00:02:01,720 --> 00:02:05,200 Speaker 1: that's kind of top of mind for me. Since April thirtieth, 44 00:02:05,200 --> 00:02:08,040 Speaker 1: the stock is up forty percent and a lot of 45 00:02:08,040 --> 00:02:12,280 Speaker 1: that is coming down to some of the political pressures 46 00:02:12,360 --> 00:02:15,480 Speaker 1: just starting to alleviate. So, first, we saw the China 47 00:02:15,560 --> 00:02:19,920 Speaker 1: tensions easing earlier this month, with you know, Trump and 48 00:02:20,040 --> 00:02:23,880 Speaker 1: China able to bring down some of those tariffs, start 49 00:02:23,919 --> 00:02:28,320 Speaker 1: to start the process of you know, cooling relations there. 50 00:02:28,520 --> 00:02:31,760 Speaker 1: A lot of the global solar panel supply chain still 51 00:02:31,800 --> 00:02:34,000 Speaker 1: runs through China. First Solar has made a lot of 52 00:02:34,040 --> 00:02:36,440 Speaker 1: efforts to kind of diversify away from the country, moved 53 00:02:36,480 --> 00:02:39,120 Speaker 1: to Vietnam, things like that. And then on top of that, 54 00:02:39,440 --> 00:02:42,799 Speaker 1: we got a big relief when Republicans submitted their draft 55 00:02:42,880 --> 00:02:46,480 Speaker 1: for the kind of revamped Inflation Reduction Act, and it 56 00:02:46,520 --> 00:02:48,440 Speaker 1: looks like they're not going to be as hard on 57 00:02:49,000 --> 00:02:52,079 Speaker 1: green energy as people were fearing. So that's another kind 58 00:02:52,080 --> 00:02:53,440 Speaker 1: of big boost for this company. 59 00:02:53,800 --> 00:02:56,200 Speaker 3: All right, super Micro also on your radar this. 60 00:02:56,160 --> 00:02:59,600 Speaker 1: Week, Yeah, and more more politics was super Micro. They're 61 00:02:59,680 --> 00:03:02,359 Speaker 1: up four two percent this week. That's their best one 62 00:03:02,360 --> 00:03:06,120 Speaker 1: week performance since November. And you know, it's it all 63 00:03:06,160 --> 00:03:09,160 Speaker 1: really comes down to President Trump trip in the Middle East. 64 00:03:09,240 --> 00:03:10,720 Speaker 1: It's kind of the gift that keeps on giving for 65 00:03:10,760 --> 00:03:14,000 Speaker 1: a lot of these companies in Video also another one 66 00:03:14,000 --> 00:03:15,919 Speaker 1: of the best performing stocks this week for the same 67 00:03:15,960 --> 00:03:19,640 Speaker 1: reasons and for super Micro comes down. On Tuesday, they 68 00:03:20,240 --> 00:03:23,520 Speaker 1: penned a twenty billion dollar deal with a Saudy data 69 00:03:23,560 --> 00:03:26,760 Speaker 1: center company, and then we also saw big, big announcements 70 00:03:26,760 --> 00:03:29,480 Speaker 1: from open Ai to do work in the region as well, 71 00:03:29,600 --> 00:03:31,840 Speaker 1: one of super Micro's biggest customers. 72 00:03:31,880 --> 00:03:34,239 Speaker 3: Am I reading this right? Red Brown? Forty four percent 73 00:03:34,320 --> 00:03:35,720 Speaker 3: higher this week for super Micro? 74 00:03:35,920 --> 00:03:36,400 Speaker 1: Incredible. 75 00:03:36,560 --> 00:03:39,400 Speaker 2: It's now the fourth best performing stock in the S 76 00:03:39,400 --> 00:03:40,720 Speaker 2: and P five hundred here today. 77 00:03:40,800 --> 00:03:42,800 Speaker 1: This is such a volatile stock. I feel like it 78 00:03:42,840 --> 00:03:45,200 Speaker 1: was in the bottom ten like a couple of weeks. 79 00:03:45,440 --> 00:03:47,240 Speaker 3: And then before they added it, it was really it 80 00:03:47,280 --> 00:03:49,600 Speaker 3: was moving up and added it, then I moved lower. 81 00:03:50,280 --> 00:03:52,840 Speaker 3: In video you mentioned too, read up sixteen percent just 82 00:03:52,840 --> 00:03:53,360 Speaker 3: this week. 83 00:03:53,560 --> 00:03:55,240 Speaker 1: Yeah, kind of getting back to those big numbers that 84 00:03:55,240 --> 00:03:56,080 Speaker 1: we expect from in video. 85 00:03:56,160 --> 00:04:02,200 Speaker 2: Oh, this stock mover's report from Bloomberg Radio. Check back 86 00:04:02,200 --> 00:04:04,440 Speaker 2: with us throughout the day for the latest roundup of 87 00:04:04,480 --> 00:04:07,800 Speaker 2: companies making news on Wall Street and for the latest 88 00:04:07,800 --> 00:04:12,040 Speaker 2: market moving headlines. 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