WEBVTT - Weekly Roundup: Applied Digital & MP Materials Soar, FedEd Dips

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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 Data.

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<v Speaker 1>I Jip sat back along with Emily Graffeo. We're joined

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<v Speaker 1>by Bloomberg News Cross asset reporter Deniita Sikoba to take

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<v Speaker 1>a look at some stocks on the move today. Wow,

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<v Speaker 1>no shortage of stocks to choose from.

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<v Speaker 3>No shortage, no shortage of stocks, no shortage of moves.

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<v Speaker 3>But we're gonna start with one big winner, just as

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<v Speaker 3>stocks continue to sell off in after hours, and we're

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<v Speaker 3>going to start with Applied Digitals, which share is called

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<v Speaker 3>sixteen percent hire today and gain thirty percent this week.

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<v Speaker 3>This is one of the biggest gainers despite tech stocks

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<v Speaker 3>facing a big sale off, The stock is up three

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<v Speaker 3>hundred and seventy percent this year. Shares of the company

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<v Speaker 3>climbed after the data center developers secured more funding and

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<v Speaker 3>Lee's agreements for its projects for bullish hyperscre first revenue.

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<v Speaker 3>First quarter revenue was better than expected and the loss

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<v Speaker 3>was about three cents a share, which is narrow than

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<v Speaker 3>the six sixteen cent share the street we're expecting. This

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<v Speaker 3>is kind of one of the new hot stocks that's

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<v Speaker 3>been catching fire. AI and infrastructure name that has been

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<v Speaker 3>doing quite well and obviously has a deal with Coreweve,

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<v Speaker 3>which is also one of the few stocks that was

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<v Speaker 3>up today and was seeing some positive momentum. That's ap

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<v Speaker 3>l D closing out the week up twenty eight percent,

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<v Speaker 3>and that follows last week's gain of twenty two Yeah,

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<v Speaker 3>it's been incredible rally.

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<v Speaker 2>What about logistics shifting?

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<v Speaker 3>What would we have logistics tariffs? It's our full circle.

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<v Speaker 3>FedEx had a really really bad week. It fell five

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<v Speaker 3>percent today, down eight percent this week. Obviously the tire

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<v Speaker 3>headlines are not helping, but it also had a JP

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<v Speaker 3>Morgan downgrade from overweight the current it's currently neutral. The

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<v Speaker 3>decrees fd X JP Morgan rites the perception of weekend

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<v Speaker 3>price discipline among less than truckload carrier justifies lower multiples.

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<v Speaker 3>The stock is down twenty percent year today. Most of

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<v Speaker 3>the reduction to adjusted operating profits stems from lawdershipments from

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<v Speaker 3>China to the US that has been you know, FedEx

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<v Speaker 3>has been one of the names everyone has been watching

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<v Speaker 3>on tariff impact and clearly this has been hit very

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<v Speaker 3>hard and today we're seeing even more broadly, the transport

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<v Speaker 3>sector has been hit by that, and this is one

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<v Speaker 3>of the names that really we see that impact.

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<v Speaker 1>Okay, Rare Earth's always in the nebs of light. MP

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<v Speaker 1>Materials also on your.

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<v Speaker 3>Radar, one of the rare winners today. MP material It

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<v Speaker 3>had a major jump after the headlines. Still we had

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<v Speaker 3>a very strong day, up ten percent on the week present.

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<v Speaker 3>Trump's threat to Jacob tariffs in China has sent investors

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<v Speaker 3>looking for rare earth mineral companies and Western firms, and

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<v Speaker 3>MP has been the big winner. Washington in Eastern year

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<v Speaker 3>in recent years has tried to pump up the market.

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<v Speaker 3>We saw in July the US Department of Defense agreed

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<v Speaker 3>to four hundred million equity investment in MP Materials and

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<v Speaker 3>that has been paying off. The companies up more than

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<v Speaker 3>four hundred percent this year, and it has been one

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<v Speaker 3>of the market favorites as starve headlines have been hitting

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<v Speaker 3>the terminal.

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<v Speaker 2>The Stock Movers report from Bloomberg Radio. Check back with

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<v Speaker 2>us throughout the day for the latest roundup of companies

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<v Speaker 2>making news on Wall Street and for the latest market

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