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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast,

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Speaker 1: your roundup of companies making moves in the stock market,

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Speaker 1: harnessing the power of Bloomberg Data.

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Speaker 2: Let's take a look at Snucks in the move.

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Speaker 3: We're joined by Bloomberg Radio and TV Markets corresponding Kritty

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Speaker 3: Gupta Critty.

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Speaker 2: There's so many ways to go, I mean, from tech

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Speaker 2: to retail. Where do you want to start. Let's start

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Speaker 2: with the tech story, Lisa.

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Speaker 3: I mean, it feels like Dell Technologies is maybe getting

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Speaker 3: its moment in the sun after in video earnings earlier

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Speaker 3: this week, those shares hire by about one percent, seeing

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Speaker 3: a lot of heavy volume to the upside.

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Speaker 2: D Ell is your ticker.

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Speaker 3: Shares hired by about one percent, trading at one hundred

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Speaker 3: and fourteen dollars a share. Now this reminder for everyone,

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Speaker 3: they did have a profit outlook for the entire year

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Speaker 3: that beat those analyst expectations. They also use that magic

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Speaker 3: phrase artificial intelligence, seeing a significant increase in orders for

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Speaker 3: those servers to run AI network. So all of that

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Speaker 3: giving a boost to those shares this morning, Lisa, let's

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Speaker 3: talk a little bit about something among the other sectors.

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Speaker 2: We've got our eye on, which of course is the

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Speaker 2: retail sector.

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Speaker 3: And I think this is a really exciting one because

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Speaker 3: GAP shares are moving quite a bit this morning.

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Speaker 2: GPS is your ticker.

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Speaker 3: The news here is simply that they are actually sinking

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Speaker 3: on the tariff warning. We talked about this a lot

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Speaker 3: in terms of the smaller brands perhaps not being able

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Speaker 3: to kind of navigate this as much as they the

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Speaker 3: larger ones can. Terms of the liquidity story are in

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Speaker 3: terms of how they're being able to hit the kind

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Speaker 3: of slow down in consumer spending if one comes.

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Speaker 2: But Gap ptures really taking a beating this morning.

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Speaker 3: Gap is your ticker, down about sixteen percent in the

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Speaker 3: pre market, trading at twenty three dollars and forty cents.

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Speaker 3: They're talking about a tariff impact and get this, three

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Speaker 3: hundred million dollars, and they're saying that that is going

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Speaker 3: to persist in some of their smaller brands well being

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Speaker 3: in a republic and Athleta as well. A completely different story, Lisa,

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Speaker 3: in the makeup side of things.

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Speaker 2: This is where girls are coming to the rescue.

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Speaker 3: Alta shares Ulta Hire by eight percent this morning, trading

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Speaker 3: at four hundred and fifty five dollars share. They're doing

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Speaker 3: the opposite of gap. They're actually increasing their profit forecast.

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Speaker 3: They're saying, despite those consumers pulling back, they're not going

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Speaker 3: to pull back on makeup, which is really interesting. Makeup

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Speaker 3: tends to be the first one of those first kind

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Speaker 3: of disposable goods, right, and a lot of people's repertoire.

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Speaker 2: And you actually heard the opposite from Loreal here in Europe.

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Speaker 3: They said that that's actually going to hit their bottom line,

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Speaker 3: all to beauty perhaps define gravity on that front. A

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Speaker 3: lot of the analysts saying that there's a history of

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Speaker 3: strong execution at the company, especially in times of a pullback.

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Speaker 3: So some real faith here coming from the analyst community,

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Speaker 3: and I think that is a double tail win for

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Speaker 3: Ulta shares. This morning, you LTA hired by about eight percent,

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Speaker 3: trading at four hundred and fifty five.

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Speaker 2: Dollars a share. Lisa, we got to talk about Costco.

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Speaker 3: I had a giant conversation this morning with my co

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Speaker 3: anchor Guy Johnson about Costco and buying in bulk, and

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Speaker 3: Europeans don't really do that.

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Speaker 2: They don't like to. I die pritty.

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Speaker 3: I love it, don't get me wrong, I love it.

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Speaker 3: I missed the twenty four paper towel rolls all at once.

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Speaker 3: The problem is way to store it, and that's a

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Speaker 3: New York City problem, but it's worse here in Europe,

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Speaker 3: so it isn't as popular. But nevertheless, Costco was interesting.

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Speaker 3: Cost is the ticker trading at about one thousand and

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Speaker 3: seventeen dollars a share high by four tenths of one percent. Look,

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Speaker 3: they're worried about the tariff story, but they're saying they've

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Speaker 3: had so much advanced orders it actually helps them navigate

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Speaker 3: some of that price sensitivity, so they don't have to

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Speaker 3: pass it on to consumers simply because they are kind

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Speaker 3: of hoarding that inventory. Again, a completely different message from

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Speaker 3: a different retailer, Walmart, that we had heard in terms

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Speaker 3: of being able to navigate the tariff insecurities there.

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Speaker 2: So cost is your ticker for Costco.

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Speaker 1: This morning the Stock Movers podcast from Bloomberg Radio. Check

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Speaker 1: back with us throughout the day for the latest roundup

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Speaker 1: of companies making news on Wall Street and for the

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Speaker 1: latest market moving headlines. Listen to Bloomberg Radio Live, catch

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Speaker 3: Mm hm