Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: The Stock Movers Report, your roundup of companies making moves
Speaker 2: in the stock market. Harnessing the power of Bloomberg.
Speaker 3: Data, let's take a look at some of the stocks
Speaker 3: on the move. We can do that with Bloomberg's John Tucker, John.
Speaker 1: What do you got? You know we like size and
Speaker 1: scope here at Bloomberg. So here we go. Deutsche Telecom
Speaker 1: discussing the possible combination with T Mobile US. This is
Speaker 1: its American arm. This is a move that would create
Speaker 1: the world's biggest phone company and also set a record
Speaker 1: for M and A. I should point out the companies
Speaker 1: they've actually considered a closer tie up on and off
Speaker 1: for years. Deutsche Telecom already owns a fifty three percent
Speaker 1: stake in the US business. They are in early stage talks,
Speaker 1: according to our sources, about the creation of a holding
Speaker 1: company that would make a stock bid for both companies.
Speaker 1: Share is. The new company would have a single, simplified
Speaker 1: corporate layer. It would control Deutsche Telecom and T Mobiles
Speaker 1: operations and be jointly owned by the current investors. So
Speaker 1: this would bring Deutsche Telecom full circle after what it
Speaker 1: acquired the T Mobile Operations listed and then rebuilt the
Speaker 1: stake in T Mobile of what the last quarter of
Speaker 1: a century.
Speaker 4: What is this going to mean if I'm a T
Speaker 4: Mobile customer here at US, That's what I really want
Speaker 4: to because you know they've been losing customers. They were
Speaker 4: on a roll for a while with all those free
Speaker 4: perks get We'll get you this, you know streaming service
Speaker 4: and that streaming service for free. Now out here they're
Speaker 4: going to start charging at least.
Speaker 3: For want to see the wireless business in the US again.
Speaker 1: Advice is call up your provider and say I'm leaving.
Speaker 1: Give me the best deal.
Speaker 4: The worst thing they'll do is say we have no
Speaker 4: deal for you, but they may try to negotiate with you.
Speaker 1: So this will top China Mobile, which is currently the
Speaker 1: leader in the space two hundred and thirty four billion dollars.
Speaker 1: Boeing out with results. Among the takeaways the headline here,
Speaker 1: I mean, the one that grabbed me was the fact
Speaker 1: that they've regained the lead over air Bus in terms
Speaker 1: of delivery.
Speaker 4: Edit, given all they had to come back from in
Speaker 4: the PR nightmares.
Speaker 1: Bowie reported the lower that expected cash outflow cash burns,
Speaker 1: it delivered the most aircraft in the first quarter since
Speaker 1: twenty nineteen. So the recovery, it looks like, is continuing.
Speaker 1: With the output the cash burn in the three months
Speaker 1: one one point four to five billion, that's less than
Speaker 1: the estimates by a considerable amount. The ramping up output
Speaker 1: of their cash cow seven thirty seven family commercial aircraft
Speaker 1: deliveries rising ten percent. That's actually when you count the
Speaker 1: one hundred and forty three planes, pushing revenue up by
Speaker 1: about fourteen percent. Kelly Orberg pointed out he's the CEO
Speaker 1: ponent out of a message to the workers. He figured
Speaker 1: all the milestones they should be proud of, including the
Speaker 1: Artemis two moonshot launched this month by the Boeing built
Speaker 1: space launch system Rocket Risk. Also, he pointed out ramping
Speaker 1: at production and deliveries. Boeing for what the past decade
Speaker 1: has gone from one crisis to another exactly. They're forced
Speaker 1: to fix about twenty five of its seven thirty seven
Speaker 1: Max aircraft, discovering that a machine had damaged wiring. Some
Speaker 1: of the deliveries of the seven eighty seven Dreamliner also
Speaker 1: delayed because of a shortage of seats and cabin interior.
Speaker 4: So I think I guess quality control has improved greatly
Speaker 4: at Boeing the under the space stadio.
Speaker 1: It sounds like it. At this point they have had
Speaker 1: a number of My question always for Kelly Orberg, why
Speaker 1: did they move from Seattle? Was in the Chicago and
Speaker 1: now they're where they're the front offices.
Speaker 3: They go closer to their biggest customer, which is the
Speaker 3: US and government. My personal opinion, personal opinion is that
Speaker 3: they lost their engineering mojo when they left Seattle. That's
Speaker 3: where the heart of the engineering, that's where the talent is.
Speaker 1: Right. Okay, let's finish up with this. I gotta admit,
Speaker 1: like a few months ago, if you asked me what
Speaker 1: a TPU was, I'd give you a blank. Now I'm
Speaker 1: an expert on now Sure Alpha its Google Cloud division,
Speaker 1: unveiling the latest generation of its tensor processing unit, the TPU,
Speaker 1: a homegrown ship that's designed to make AI computing services
Speaker 1: faster and more efficient.
Speaker 4: It's how can we do it faster? How can we
Speaker 4: do it more efficiently?
Speaker 1: Yeah? So this lineup comes in two versions. The TPU
Speaker 1: at tailor for creating artificial intelligence software. The TPU EIGHTI
Speaker 1: is designed to run AI services and they've been created.
Speaker 1: This is a still a stage known as Inference to you.
Speaker 2: Inference eight I this stock Movers report from Bloomberg Radio.
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Speaker 2: roundup of companies making news on Wall Street and for
Speaker 2: the latest market moving headlines. Listen to Bloomberg Radio Live,
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Speaker 4: Four