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 1: Data, Let's take a look at some of the individual
Speaker 1: stocks on the move today. We can do that with Christina,
Speaker 1: you know, managing editor for Markets Live. She joins us
Speaker 1: here in studio, Christine, what are you looking at? Ticker
Speaker 1: SPCX and oom shares are of three and a half percent. Interestingly, earlier,
Speaker 1: it hit an all time low, actually a one o
Speaker 1: four eighty three, and a lot of division in views
Speaker 1: ahead of its earnings on Tuesday after the bell. So
Speaker 1: among the things that investors are going to be looking
Speaker 1: for is whether the Ibo hype was indeed justified by
Speaker 1: its financials and fundamentals. And heading into that, there's a
Speaker 1: big divergence between the bullish embarished analyst calls for the
Speaker 1: stock eight hundred for Raymond James and then on the
Speaker 1: low end sixty two dollars for Morning Starsnder has a
Speaker 1: wide wide range, a lot of very divergent expectations heading
Speaker 1: into the earnings. But one question, as Bloomber Tech anchor
Speaker 1: frames it for us at Lulow frames it for us
Speaker 1: is the big question for investors is how much synergy
Speaker 1: does SpaceX have with Tesla, seeing as they do share
Speaker 1: a number of technologies already, and there's been a bit
Speaker 1: of talk about a potential merger between the two companies
Speaker 1: at some point down the line, and so that's definitely
Speaker 1: something that investors are going to be asking about, according
Speaker 1: to Ed Ludlow anyway, so we'll see if that's one
Speaker 1: of the themes that emerge in the earnings qual on Tuesday.
Speaker 1: The biggest synergy is Elon.
Speaker 2: Musk because he wants it to hop.
Speaker 1: All right, now, next up on your list, All right,
Speaker 1: let's take of a good cgay today. So took her stxers.
Speaker 1: There's not doing to hodge this morning, they were down
Speaker 1: about three point seven percent. We did get their earnings
Speaker 1: last week, fourth quarter results beating estimates, and there was
Speaker 1: an upbeat revenue forecast for twenty twenty six as well,
Speaker 1: but clearly not necessarily filtering through the stock today. Bloomberg
Speaker 1: Intelligence is Woujenho does weigh in for its more upbe future,
Speaker 1: saying that the CATE does continue to capture scale benefits
Speaker 1: from cloud demand for higher capacity hard drives, because of
Speaker 1: the AI infrastructure build out, and they also very much
Speaker 1: enjoy this pricing power at the moment. And on top
Speaker 1: of that there is build to order visibility and operating
Speaker 1: discipline that can drive continued margin expansion. Not doing so
Speaker 1: hot for the shares today, but seems like a more
Speaker 1: optimistic outlook longer term memory. Ette Mariott. Of course we
Speaker 1: dig get the earnings results earlier to a little bit
Speaker 1: of disappointment there, so ticker mar those shares are currently
Speaker 1: down about six point six percent. You know, again its
Speaker 1: second corridor adjusted EPs beating estimates at three nineteen versus
Speaker 1: three oh five, and the twenty two and six outlook
Speaker 1: also upbeat. But it really was the downbeat forecast for
Speaker 1: his third quarter that really hurt those shares. I mean,
Speaker 1: Blueger intelligence is Brian Egger. I know we'll hear from
Speaker 1: him later, but you know, the preview of his view,
Speaker 1: it was really all about the second quarter RevPAR right,
Speaker 1: this is the revenue per available room that was a
Speaker 1: disappointment to investor.
Speaker 2: The stockmover's report from Bloomberg Radio. Check back with us
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