1 00:00:02,520 --> 00:00:07,000 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 00:00:16,720 --> 00:00:19,919 Speaker 1: I Jip sat back along with Emily Graffeo. We're joined 5 00:00:19,920 --> 00:00:22,960 Speaker 1: by Bloomberg News Cross asset reporter Deniita Sikoba to take 6 00:00:23,000 --> 00:00:26,520 Speaker 1: a look at some stocks on the move today. Wow, 7 00:00:26,680 --> 00:00:28,520 Speaker 1: no shortage of stocks to choose from. 8 00:00:28,360 --> 00:00:31,800 Speaker 3: No shortage, no shortage of stocks, no shortage of moves. 9 00:00:31,800 --> 00:00:35,080 Speaker 3: But we're gonna start with one big winner, just as 10 00:00:35,280 --> 00:00:38,239 Speaker 3: stocks continue to sell off in after hours, and we're 11 00:00:38,240 --> 00:00:41,520 Speaker 3: going to start with Applied Digitals, which share is called 12 00:00:41,640 --> 00:00:45,280 Speaker 3: sixteen percent hire today and gain thirty percent this week. 13 00:00:45,280 --> 00:00:48,599 Speaker 3: This is one of the biggest gainers despite tech stocks 14 00:00:48,640 --> 00:00:52,080 Speaker 3: facing a big sale off, The stock is up three 15 00:00:52,159 --> 00:00:57,160 Speaker 3: hundred and seventy percent this year. Shares of the company 16 00:00:57,160 --> 00:01:00,480 Speaker 3: climbed after the data center developers secured more funding and 17 00:01:00,560 --> 00:01:05,679 Speaker 3: Lee's agreements for its projects for bullish hyperscre first revenue. 18 00:01:05,800 --> 00:01:10,280 Speaker 3: First quarter revenue was better than expected and the loss 19 00:01:10,319 --> 00:01:13,319 Speaker 3: was about three cents a share, which is narrow than 20 00:01:13,360 --> 00:01:17,760 Speaker 3: the six sixteen cent share the street we're expecting. This 21 00:01:17,959 --> 00:01:20,280 Speaker 3: is kind of one of the new hot stocks that's 22 00:01:20,319 --> 00:01:24,720 Speaker 3: been catching fire. AI and infrastructure name that has been 23 00:01:24,760 --> 00:01:27,520 Speaker 3: doing quite well and obviously has a deal with Coreweve, 24 00:01:27,640 --> 00:01:30,320 Speaker 3: which is also one of the few stocks that was 25 00:01:30,440 --> 00:01:34,039 Speaker 3: up today and was seeing some positive momentum. That's ap 26 00:01:34,440 --> 00:01:37,640 Speaker 3: l D closing out the week up twenty eight percent, 27 00:01:37,720 --> 00:01:40,360 Speaker 3: and that follows last week's gain of twenty two Yeah, 28 00:01:40,400 --> 00:01:41,919 Speaker 3: it's been incredible rally. 29 00:01:42,280 --> 00:01:45,920 Speaker 2: What about logistics shifting? 30 00:01:46,160 --> 00:01:50,720 Speaker 3: What would we have logistics tariffs? It's our full circle. 31 00:01:50,960 --> 00:01:54,160 Speaker 3: FedEx had a really really bad week. It fell five 32 00:01:54,160 --> 00:01:57,800 Speaker 3: percent today, down eight percent this week. Obviously the tire 33 00:01:57,920 --> 00:02:01,040 Speaker 3: headlines are not helping, but it also had a JP 34 00:02:01,200 --> 00:02:06,800 Speaker 3: Morgan downgrade from overweight the current it's currently neutral. The 35 00:02:06,840 --> 00:02:12,600 Speaker 3: decrees fd X JP Morgan rites the perception of weekend 36 00:02:12,639 --> 00:02:18,760 Speaker 3: price discipline among less than truckload carrier justifies lower multiples. 37 00:02:18,800 --> 00:02:22,400 Speaker 3: The stock is down twenty percent year today. Most of 38 00:02:22,440 --> 00:02:26,640 Speaker 3: the reduction to adjusted operating profits stems from lawdershipments from 39 00:02:26,720 --> 00:02:29,680 Speaker 3: China to the US that has been you know, FedEx 40 00:02:29,760 --> 00:02:31,720 Speaker 3: has been one of the names everyone has been watching 41 00:02:31,919 --> 00:02:35,760 Speaker 3: on tariff impact and clearly this has been hit very 42 00:02:35,840 --> 00:02:39,280 Speaker 3: hard and today we're seeing even more broadly, the transport 43 00:02:39,280 --> 00:02:41,359 Speaker 3: sector has been hit by that, and this is one 44 00:02:41,360 --> 00:02:43,800 Speaker 3: of the names that really we see that impact. 45 00:02:44,080 --> 00:02:47,079 Speaker 1: Okay, Rare Earth's always in the nebs of light. MP 46 00:02:47,200 --> 00:02:48,760 Speaker 1: Materials also on your. 47 00:02:48,720 --> 00:02:52,720 Speaker 3: Radar, one of the rare winners today. MP material It 48 00:02:52,800 --> 00:02:55,800 Speaker 3: had a major jump after the headlines. Still we had 49 00:02:55,840 --> 00:02:59,960 Speaker 3: a very strong day, up ten percent on the week present. 50 00:03:00,080 --> 00:03:03,360 Speaker 3: Trump's threat to Jacob tariffs in China has sent investors 51 00:03:03,400 --> 00:03:08,280 Speaker 3: looking for rare earth mineral companies and Western firms, and 52 00:03:08,720 --> 00:03:11,639 Speaker 3: MP has been the big winner. Washington in Eastern year 53 00:03:12,000 --> 00:03:14,320 Speaker 3: in recent years has tried to pump up the market. 54 00:03:15,000 --> 00:03:18,400 Speaker 3: We saw in July the US Department of Defense agreed 55 00:03:18,400 --> 00:03:23,040 Speaker 3: to four hundred million equity investment in MP Materials and 56 00:03:23,120 --> 00:03:25,680 Speaker 3: that has been paying off. The companies up more than 57 00:03:25,800 --> 00:03:29,560 Speaker 3: four hundred percent this year, and it has been one 58 00:03:29,560 --> 00:03:34,000 Speaker 3: of the market favorites as starve headlines have been hitting 59 00:03:34,120 --> 00:03:35,840 Speaker 3: the terminal. 60 00:03:36,600 --> 00:03:40,600 Speaker 2: The Stock Movers report from Bloomberg Radio. Check back with 61 00:03:40,680 --> 00:03:43,280 Speaker 2: us throughout the day for the latest roundup of companies 62 00:03:43,360 --> 00:03:46,440 Speaker 2: making news on Wall Street and for the latest market 63 00:03:46,480 --> 00:03:50,960 Speaker 2: moving headlines. Listen to Bloomberg Radio Live. Catch us on YouTube, 64 00:03:51,040 --> 00:03:54,520 Speaker 2: Bloomberg Dot com and on Applecarplay and Android Auto with 65 00:03:54,600 --> 00:03:56,080 Speaker 2: the Bloomberg Business App.