1 00:00:02,520 --> 00:00:07,000 Speaker 1: Bloomberg Audio Studios, podcasts, radio News. 2 00:00:09,880 --> 00:00:13,320 Speaker 2: This is the closing bell on this stock movers report. 3 00:00:13,560 --> 00:00:16,520 Speaker 2: The company's making moves at the close of US trading 4 00:00:16,760 --> 00:00:21,599 Speaker 2: with Carol Masser, Tim Stenovak, Romain Bostick, and Scarlet Fou. 5 00:00:22,560 --> 00:00:24,720 Speaker 3: All right, let's get to some of the individual gainers. Hey, guys, 6 00:00:24,800 --> 00:00:27,080 Speaker 3: you want to say something really cool, Go to NDX 7 00:00:27,480 --> 00:00:31,840 Speaker 3: Index d ES, SPX Index DES and the four top 8 00:00:31,960 --> 00:00:35,400 Speaker 3: gainers in both of those averages are exactly the same. 9 00:00:36,000 --> 00:00:40,760 Speaker 3: Cool Intel regeneron CrowdStrike and is at Palo Alto. I 10 00:00:40,800 --> 00:00:42,120 Speaker 3: just think that's kind of wild cool. 11 00:00:42,159 --> 00:00:43,280 Speaker 1: None of those names are on this crank. 12 00:00:43,400 --> 00:00:48,320 Speaker 3: Okay, Anstel is the number one gainer in the S 13 00:00:48,360 --> 00:00:50,760 Speaker 3: and P five hundred Nasdaq one hundred. It's was up 14 00:00:50,840 --> 00:00:52,840 Speaker 3: more than eleven percent of its inter day high today, 15 00:00:52,840 --> 00:00:56,640 Speaker 3: finishing with a six percent gain that interday high highest 16 00:00:56,680 --> 00:00:59,440 Speaker 3: level since April of twenty twenty four. Bond trading volume 17 00:00:59,480 --> 00:01:02,080 Speaker 3: jumped on this an options trading surge led by those 18 00:01:02,120 --> 00:01:05,440 Speaker 3: forty six dollars calls. Keep in mind that Mobile Eye Global, 19 00:01:05,480 --> 00:01:08,680 Speaker 3: of course, buying that human Eye humanoid robot maker Menty 20 00:01:08,760 --> 00:01:13,520 Speaker 3: for nine hundred million mobilized biggest shareholders is Intel, according 21 00:01:13,520 --> 00:01:14,880 Speaker 3: to Mobile Eye. So I just I don't know. That 22 00:01:14,920 --> 00:01:16,120 Speaker 3: was the only news I could find, but I just 23 00:01:16,160 --> 00:01:17,160 Speaker 3: thought it was kind of interesting. 24 00:01:17,200 --> 00:01:18,800 Speaker 1: Okay, that's a stretch. By the way, did you see 25 00:01:18,800 --> 00:01:21,480 Speaker 1: all the humanoid robots everybody's been parading out at cees. 26 00:01:21,760 --> 00:01:24,160 Speaker 1: They've moved very very scary. Now did you see the 27 00:01:24,160 --> 00:01:26,560 Speaker 1: Boston Dynamics one, Yeah, that's one. If I saw that 28 00:01:26,560 --> 00:01:28,320 Speaker 1: walking down the street, I am cross. 29 00:01:28,240 --> 00:01:30,760 Speaker 3: That guy can that that robot can do cartwheels? 30 00:01:31,120 --> 00:01:32,960 Speaker 1: Is it still the little dog? Are we talking about 31 00:01:32,959 --> 00:01:35,200 Speaker 1: a dog? This is a it's like your size person. 32 00:01:35,200 --> 00:01:37,240 Speaker 1: Oh God, probably keep it away from me. 33 00:01:37,640 --> 00:01:38,240 Speaker 2: I doubt that. 34 00:01:39,600 --> 00:01:39,920 Speaker 1: All right? 35 00:01:40,000 --> 00:01:43,640 Speaker 3: Moving along everybody anywhere real estate tickers ah us. That 36 00:01:43,760 --> 00:01:46,200 Speaker 3: was definitely a gainer in today's session, finishing the day 37 00:01:46,200 --> 00:01:48,240 Speaker 3: with a gain of about seventeen and a half percent. 38 00:01:48,920 --> 00:01:51,840 Speaker 3: Compass also higher. We'll bring that one up nine and 39 00:01:51,880 --> 00:01:54,640 Speaker 3: a half percent to the upside. Anywhere real estate shares 40 00:01:54,720 --> 00:01:58,080 Speaker 3: climbing to their highest level INTRI date since twenty twenty 41 00:01:58,120 --> 00:02:02,760 Speaker 3: two after announcing that it's acquisition by Compass cleared regulators. 42 00:02:02,760 --> 00:02:05,160 Speaker 3: So again that deal getting done. So we saw both 43 00:02:05,160 --> 00:02:07,720 Speaker 3: of those names to the upside, and then one more 44 00:02:07,800 --> 00:02:12,120 Speaker 3: for you LG. I Holmes. Oops, maybe we shouldn't bring 45 00:02:12,160 --> 00:02:13,360 Speaker 3: it up, but we did. 46 00:02:13,720 --> 00:02:14,200 Speaker 2: There it is. 47 00:02:14,440 --> 00:02:17,480 Speaker 3: It was up almost ten percent at its highs today, 48 00:02:17,480 --> 00:02:19,880 Speaker 3: finishing with a decline of one point six. 49 00:02:19,760 --> 00:02:22,679 Speaker 1: Persons four viewers. We don't know our listeners, I should say. 50 00:02:22,680 --> 00:02:25,519 Speaker 1: Carol is her job. Her only job is every day 51 00:02:25,520 --> 00:02:28,600 Speaker 1: to come out and tell you which stocks rose, But 52 00:02:28,760 --> 00:02:31,000 Speaker 1: very frequently she sometimes has something. 53 00:02:34,000 --> 00:02:34,360 Speaker 3: Is happening. 54 00:02:34,400 --> 00:02:34,880 Speaker 2: This is why. 55 00:02:35,040 --> 00:02:36,600 Speaker 4: Just to note our producers who give me all our 56 00:02:36,720 --> 00:02:38,440 Speaker 4: time about like why I don't send the names that 57 00:02:38,480 --> 00:02:40,760 Speaker 4: are down until you know, like three fifty eight pm, 58 00:02:40,800 --> 00:02:43,480 Speaker 4: It's because I just want to make sure they're still declined, 59 00:02:43,520 --> 00:02:43,840 Speaker 4: you know what. 60 00:02:43,960 --> 00:02:45,560 Speaker 3: Not happy new year to YouTube anymore. 61 00:02:45,600 --> 00:02:49,280 Speaker 4: All right, let's move on because I've got a few. 62 00:02:50,120 --> 00:02:51,919 Speaker 3: Oh you guys, I have a decliner for you too too, 63 00:02:52,280 --> 00:02:53,079 Speaker 3: You do you do? 64 00:02:53,960 --> 00:02:56,919 Speaker 4: Let's talk though about defense names. Lockheed Martin, Northup, Grumm 65 00:02:56,919 --> 00:02:59,120 Speaker 4: in General Dynamics, all down to the tune of more 66 00:02:59,120 --> 00:03:02,240 Speaker 4: than four percent today. President Trump pledging to block dividends, 67 00:03:02,240 --> 00:03:07,560 Speaker 4: stock buybacks, and over compensation of executives until defense companies 68 00:03:07,560 --> 00:03:10,840 Speaker 4: speed up production and maintenance of military equipment. The President said, 69 00:03:11,160 --> 00:03:13,919 Speaker 4: execs that these companies should not be allowed to make 70 00:03:13,960 --> 00:03:16,520 Speaker 4: in excess of five million dollars until his concerns are 71 00:03:16,520 --> 00:03:19,600 Speaker 4: addressed when I see these companies. He talked about defense 72 00:03:19,600 --> 00:03:22,280 Speaker 4: companies overall. He didn't name these companies specifically. 73 00:03:23,160 --> 00:03:24,880 Speaker 1: Go ahead, yeah, well just actually you or now that 74 00:03:24,880 --> 00:03:26,920 Speaker 1: you're saying that Trump actually out with the truth social 75 00:03:27,000 --> 00:03:30,320 Speaker 1: post right now, this on involving RTX. He refers to 76 00:03:30,320 --> 00:03:32,400 Speaker 1: it as raytheon of course, this change his name to RTX. 77 00:03:32,400 --> 00:03:34,240 Speaker 1: It was lower by two and a half percent in 78 00:03:34,280 --> 00:03:36,880 Speaker 1: the cash session, now down an additional two percent here 79 00:03:36,880 --> 00:03:39,440 Speaker 1: in the after hours trade, and he specifically calls them 80 00:03:39,440 --> 00:03:41,640 Speaker 1: out basically hitting I'm not going to read this all, 81 00:03:41,640 --> 00:03:44,000 Speaker 1: but basically hitting on some of these issues with their 82 00:03:44,040 --> 00:03:46,840 Speaker 1: relationship with the Defense Department or Department of War as 83 00:03:46,880 --> 00:03:49,160 Speaker 1: he calls it, and wants them to stop based dividends. 84 00:03:49,280 --> 00:03:51,920 Speaker 4: I'm interested in what exactly prompted this. It sounds like 85 00:03:52,040 --> 00:03:54,120 Speaker 4: delays of or equipment and just how long it takes 86 00:03:54,120 --> 00:03:55,520 Speaker 4: for this stuff to come. But I would like to 87 00:03:55,560 --> 00:03:58,240 Speaker 4: hear you know what exactly it was that prompted him 88 00:03:58,240 --> 00:03:59,920 Speaker 4: to send out this this post. 89 00:04:00,000 --> 00:04:02,480 Speaker 1: And also according to him, he says he wants Raytheon, 90 00:04:02,520 --> 00:04:05,520 Speaker 1: this is a quote step up, start investing in more 91 00:04:05,600 --> 00:04:08,680 Speaker 1: upfront investment like plants and equipment, or they will no 92 00:04:08,760 --> 00:04:11,400 Speaker 1: longer be doing business with the Department of War. And 93 00:04:11,480 --> 00:04:14,240 Speaker 1: if Raytheon wants further business with the United States government, 94 00:04:14,400 --> 00:04:17,839 Speaker 1: under no circumstances will they be allowed to do additional 95 00:04:18,120 --> 00:04:19,320 Speaker 1: stock buybacks. 96 00:04:19,320 --> 00:04:20,120 Speaker 2: This goes on and on. 97 00:04:20,200 --> 00:04:23,120 Speaker 1: I encourage our viewers to go and check out the 98 00:04:23,160 --> 00:04:24,560 Speaker 1: full truth social post. 99 00:04:24,720 --> 00:04:26,800 Speaker 4: Yeah, we should remind everybody a lot of these contracts 100 00:04:26,839 --> 00:04:30,240 Speaker 4: are long term contracts. Their years in the making and 101 00:04:30,279 --> 00:04:32,440 Speaker 4: the fulfillment of these contracts are years in the making. 102 00:04:32,640 --> 00:04:35,320 Speaker 4: There are not many companies that can actually do what 103 00:04:35,360 --> 00:04:37,719 Speaker 4: these specific companies do, so I don't know how much 104 00:04:37,920 --> 00:04:41,679 Speaker 4: like what the enforcement mechanism would be for certain elements 105 00:04:41,680 --> 00:04:43,560 Speaker 4: of this, but look, it's a story that we're going 106 00:04:43,640 --> 00:04:45,520 Speaker 4: to keep following, and it's definitely moving. The names of 107 00:04:45,520 --> 00:04:48,400 Speaker 4: these individual stocks also moving lower today thanks to the 108 00:04:48,440 --> 00:04:51,760 Speaker 4: President posting on social media shares of companies that are 109 00:04:51,800 --> 00:04:56,479 Speaker 4: in the space of owning homes institutional investors that own 110 00:04:56,520 --> 00:04:59,960 Speaker 4: single family homes. So Invitation Homes spun off from Blackstone 111 00:05:00,120 --> 00:05:02,039 Speaker 4: years ago. I think it's back in twenty seventeen, down 112 00:05:02,160 --> 00:05:05,440 Speaker 4: six percent today, American homes for red falling four point 113 00:05:05,480 --> 00:05:10,359 Speaker 4: three percent, Blackstone itself, a major owner of single family homes, 114 00:05:10,400 --> 00:05:13,760 Speaker 4: down five point six percent. The President said that he 115 00:05:13,800 --> 00:05:17,520 Speaker 4: would move to ban institutional investors from buying single family homes. 116 00:05:17,800 --> 00:05:20,720 Speaker 4: He said, well, learn more at Davos. The President said 117 00:05:20,760 --> 00:05:23,680 Speaker 4: he was quote immediately taking steps to ban large institutional 118 00:05:23,680 --> 00:05:27,000 Speaker 4: investors from buying single family homes and a pushturd promoting 119 00:05:27,200 --> 00:05:31,360 Speaker 4: housing affordability. So these companies and more fell today. And finally, 120 00:05:31,400 --> 00:05:33,440 Speaker 4: how do I have to wait for Davos. That's where 121 00:05:33,440 --> 00:05:35,560 Speaker 4: we're getting more details, more details. 122 00:05:35,720 --> 00:05:38,280 Speaker 1: When is Dovos? It's coming up soon. 123 00:05:38,240 --> 00:05:41,240 Speaker 4: Soon, Yeah, two weeks okay. Also in the red today, 124 00:05:41,240 --> 00:05:45,279 Speaker 4: Skyworks Solutions in Corvo down. Skyworks down nine point seven percent, 125 00:05:45,360 --> 00:05:47,920 Speaker 4: Corvo down seven and a half. Notable laggards in the 126 00:05:47,960 --> 00:05:51,320 Speaker 4: semiconductor stock says investors await an update about regulatory paperwork 127 00:05:51,360 --> 00:05:54,280 Speaker 4: for the planned merger of these two Apple suppliers. 128 00:05:54,560 --> 00:05:56,360 Speaker 1: We took a quick look at yield. You did see 129 00:05:56,400 --> 00:05:58,880 Speaker 1: a lot of activity in the yield space today, but 130 00:05:58,920 --> 00:06:00,760 Speaker 1: the net effect of at all the shorter end of 131 00:06:00,760 --> 00:06:03,200 Speaker 1: the curve was not a whole lot. You saw a 132 00:06:03,240 --> 00:06:06,599 Speaker 1: slight uptick on the two year lead, a slight downtick 133 00:06:06,680 --> 00:06:09,159 Speaker 1: on the five year and the ten year yield, but 134 00:06:09,440 --> 00:06:10,839 Speaker 1: on the longer end of the curve when we were 135 00:06:10,839 --> 00:06:13,200 Speaker 1: talking with Kevin Nicholson about this just about an hour ago. 136 00:06:13,320 --> 00:06:15,360 Speaker 1: Here keep an eye on that thirty year yield down 137 00:06:15,400 --> 00:06:17,960 Speaker 1: about five basis points today to around four eight two 138 00:06:18,120 --> 00:06:21,080 Speaker 1: oh two, and change. 139 00:06:20,760 --> 00:06:24,800 Speaker 2: This Stock Movers report from Bloomberg Radio. 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