WEBVTT - T-Mobile Potential M&A; Boeing Regains Delivery Lead; Alphabet TPU Unveiled

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The Stock Movers Report, your roundup of companies making moves

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<v Speaker 2>in the stock market. Harnessing the power of Bloomberg.

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<v Speaker 3>Data, let's take a look at some of the stocks

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<v Speaker 3>on the move. We can do that with Bloomberg's John Tucker, John.

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<v Speaker 1>What do you got? You know we like size and

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<v Speaker 1>scope here at Bloomberg. So here we go. Deutsche Telecom

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<v Speaker 1>discussing the possible combination with T Mobile US. This is

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<v Speaker 1>its American arm. This is a move that would create

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<v Speaker 1>the world's biggest phone company and also set a record

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<v Speaker 1>for M and A. I should point out the companies

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<v Speaker 1>they've actually considered a closer tie up on and off

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<v Speaker 1>for years. Deutsche Telecom already owns a fifty three percent

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<v Speaker 1>stake in the US business. They are in early stage talks,

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<v Speaker 1>according to our sources, about the creation of a holding

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<v Speaker 1>company that would make a stock bid for both companies.

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<v Speaker 1>Share is. The new company would have a single, simplified

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<v Speaker 1>corporate layer. It would control Deutsche Telecom and T Mobiles

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<v Speaker 1>operations and be jointly owned by the current investors. So

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<v Speaker 1>this would bring Deutsche Telecom full circle after what it

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<v Speaker 1>acquired the T Mobile Operations listed and then rebuilt the

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<v Speaker 1>stake in T Mobile of what the last quarter of

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<v Speaker 1>a century.

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<v Speaker 4>What is this going to mean if I'm a T

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<v Speaker 4>Mobile customer here at US, That's what I really want

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<v Speaker 4>to because you know they've been losing customers. They were

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<v Speaker 4>on a roll for a while with all those free

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<v Speaker 4>perks get We'll get you this, you know streaming service

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<v Speaker 4>and that streaming service for free. Now out here they're

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<v Speaker 4>going to start charging at least.

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<v Speaker 3>For want to see the wireless business in the US again.

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<v Speaker 1>Advice is call up your provider and say I'm leaving.

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<v Speaker 1>Give me the best deal.

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<v Speaker 4>The worst thing they'll do is say we have no

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<v Speaker 4>deal for you, but they may try to negotiate with you.

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<v Speaker 1>So this will top China Mobile, which is currently the

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<v Speaker 1>leader in the space two hundred and thirty four billion dollars.

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<v Speaker 1>Boeing out with results. Among the takeaways the headline here,

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<v Speaker 1>I mean, the one that grabbed me was the fact

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<v Speaker 1>that they've regained the lead over air Bus in terms

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<v Speaker 1>of delivery.

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<v Speaker 4>Edit, given all they had to come back from in

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<v Speaker 4>the PR nightmares.

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<v Speaker 1>Bowie reported the lower that expected cash outflow cash burns,

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<v Speaker 1>it delivered the most aircraft in the first quarter since

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<v Speaker 1>twenty nineteen. So the recovery, it looks like, is continuing.

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<v Speaker 1>With the output the cash burn in the three months

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<v Speaker 1>one one point four to five billion, that's less than

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<v Speaker 1>the estimates by a considerable amount. The ramping up output

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<v Speaker 1>of their cash cow seven thirty seven family commercial aircraft

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<v Speaker 1>deliveries rising ten percent. That's actually when you count the

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<v Speaker 1>one hundred and forty three planes, pushing revenue up by

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<v Speaker 1>about fourteen percent. Kelly Orberg pointed out he's the CEO

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<v Speaker 1>ponent out of a message to the workers. He figured

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<v Speaker 1>all the milestones they should be proud of, including the

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<v Speaker 1>Artemis two moonshot launched this month by the Boeing built

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<v Speaker 1>space launch system Rocket Risk. Also, he pointed out ramping

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<v Speaker 1>at production and deliveries. Boeing for what the past decade

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<v Speaker 1>has gone from one crisis to another exactly. They're forced

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<v Speaker 1>to fix about twenty five of its seven thirty seven

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<v Speaker 1>Max aircraft, discovering that a machine had damaged wiring. Some

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<v Speaker 1>of the deliveries of the seven eighty seven Dreamliner also

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<v Speaker 1>delayed because of a shortage of seats and cabin interior.

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<v Speaker 4>So I think I guess quality control has improved greatly

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<v Speaker 4>at Boeing the under the space stadio.

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<v Speaker 1>It sounds like it. At this point they have had

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<v Speaker 1>a number of My question always for Kelly Orberg, why

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<v Speaker 1>did they move from Seattle? Was in the Chicago and

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<v Speaker 1>now they're where they're the front offices.

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<v Speaker 3>They go closer to their biggest customer, which is the

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<v Speaker 3>US and government. My personal opinion, personal opinion is that

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<v Speaker 3>they lost their engineering mojo when they left Seattle. That's

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<v Speaker 3>where the heart of the engineering, that's where the talent is.

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<v Speaker 1>Right. Okay, let's finish up with this. I gotta admit,

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<v Speaker 1>like a few months ago, if you asked me what

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<v Speaker 1>a TPU was, I'd give you a blank. Now I'm

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<v Speaker 1>an expert on now Sure Alpha its Google Cloud division,

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<v Speaker 1>unveiling the latest generation of its tensor processing unit, the TPU,

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<v Speaker 1>a homegrown ship that's designed to make AI computing services

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<v Speaker 1>faster and more efficient.

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<v Speaker 4>It's how can we do it faster? How can we

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<v Speaker 4>do it more efficiently?

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<v Speaker 1>Yeah? So this lineup comes in two versions. The TPU

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<v Speaker 1>at tailor for creating artificial intelligence software. The TPU EIGHTI

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<v Speaker 1>is designed to run AI services and they've been created.

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<v Speaker 1>This is a still a stage known as Inference to you.

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<v Speaker 2>Inference eight I this stock Movers report from Bloomberg Radio.

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<v Speaker 2>Check back with us throughout the day for the latest

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<v Speaker 2>roundup of companies making news on Wall Street and for

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<v Speaker 2>the latest market moving headlines. Listen to Bloomberg Radio Live,

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<v Speaker 4>Four