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Speaker 1: Bloomberg Audio Studios, Podcasts, radio News.

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Speaker 2: This is the closing bell on the stock mover's report

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Speaker 2: the companies making moves at the close of US trading

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Speaker 2: with Carol Masser, Tim Stenebeck, Romain Bostik, and Scarlet Fool.

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Speaker 3: Let's get to some of the individual gainers if I may,

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Speaker 3: and you know, kind of holding my breath to see

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Speaker 3: if they held on to their gains. No surprising to

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Speaker 3: or no surprise I should say, to see defense names,

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Speaker 3: which we have seen trade higher throughout the day. This

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Speaker 3: is one of the few groups with some outperformance, and

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Speaker 3: that included Lockheed Martin. We've seen this one up more

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Speaker 3: than four percent, finishing the day with about a three

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Speaker 3: point seven percent on those escalating tensions between Aaron and Israel.

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Speaker 3: Let's also go to energy names, which I've definitely obviously

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Speaker 3: been on the move, really riding the ride up in

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Speaker 3: oil prices. We see Diamondback Energy ticker is FEG. That

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Speaker 3: name is up about three point seven percent in today's session.

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Speaker 3: Keep in mind that there is this debate in the

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Speaker 3: analyst community in terms of what will happen with oil

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Speaker 3: prices and where the ultimate landing point is for crude

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Speaker 3: oil because there's no impact yet on oil supplies, but

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Speaker 3: that is something we're watching very very closely. And we

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Speaker 3: know that the Energy Secretary, Chris Wright is doing the

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Speaker 3: same as well. We just heard from him a tweet

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Speaker 3: on social just moments ago. Oracle got to mention this one.

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Speaker 3: This has been on a tear guy. Seven point seven

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Speaker 3: percent to the upside today, second day of big gains again,

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Speaker 3: more than thirteen percent yesterday. We had earnings late Wednesday.

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Speaker 3: Company projected a seventy percent gain in cloud infrastructure sales

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Speaker 3: this fiscal year, so it gave a bullish outlook for

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Speaker 3: what is a very closely watched business at the company.

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Speaker 3: Stock is up almost thirty percent year today and trading

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Speaker 3: at another record high, and it's up more than seventy

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Speaker 3: percent since April of twenty one. April twenty one. Excuse me,

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Speaker 3: and I got to just mention one more. I'm amazed

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Speaker 3: that I've got these strong gainers. Also, we're looking at

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Speaker 3: RH formally restoration hardware. This one some our performance in

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Speaker 3: today's session, up as much as twenty five percent, finishing

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Speaker 3: the gain day with a gain of about seven percent.

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Speaker 3: It kept its outlook for the full year unchanged and

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Speaker 3: so they've been some concerns about the impact of US

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Speaker 3: tariffs in a week housing market. But this company definitely

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Speaker 3: surprising investors to the upside.

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Speaker 4: Tim all right, well, to the downside, no shortage of

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Speaker 4: companies to choose from. I want to start with. Shares

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Speaker 4: of Visa fel five percent today. This after The Wall

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Speaker 4: Street Journal reported that large merchants, including Walmart and Amazon

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Speaker 4: are exploring how to issue or use stable coins to

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Speaker 4: bypass the traditional fees of card based systems. So, of course,

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Speaker 4: if this were to happen in these large retailers were

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Speaker 4: to no longer use these credit card companies as much

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Speaker 4: for those transactions, then those transaction fees would go down

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Speaker 4: and these companies would struggle. MasterCard, by the way, fell

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Speaker 4: by four point six percent today. Also Adobe, we're talking

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Speaker 4: earnings here at the company. Share shares fell five point

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Speaker 4: three percent today. The company did give a sales outlook

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Speaker 4: for the current quarter, kind of to calm investors who've

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Speaker 4: been skeptical about Adobe's ability to compete with AI focused startups.

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Speaker 4: The company's CFO reported that the company's family of AI models, though,

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Speaker 4: has been used to generate over twenty four billion pieces

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Speaker 4: of content. The company expects two hundred fifty million dollars

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Speaker 4: in annual recurring revenue from AI products. Once again, shares

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Speaker 4: down five point three percent today, and finally, looking at

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Speaker 4: airlines as a whole today, this is the S and

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Speaker 4: P five hundred at Passenger Airlines index. It fell three

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Speaker 4: point seven percent today. Airlines stocks declined around the world

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Speaker 4: after Israel launched air strikes across Iran. What it did

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Speaker 4: was it forced several countries in the Middle East to

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Speaker 4: close their airspace to commercial flights. Here in the US,

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Speaker 4: Delta and United suspended flights to Tel Aviv following Israel's

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Speaker 4: bombing Iran and the closure of that airspace. United has

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Speaker 4: not said when flights between Newark and Tel Aviv may resume.

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Speaker 4: In the past, carriers have been forced to use these

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Speaker 4: narrow flight corridors more often due to military conflicts around

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Speaker 4: the world. What that does is it adds fuel costs,

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Speaker 4: makes flights longer, it disrupts schedules, and leads to higher

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Speaker 4: operating charges. That index falling by three point seven percent today.

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Speaker 1: All right, let's take a look at what happened in

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Speaker 1: the yields. Base yields actually higher. Scarltt was talking about

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Speaker 1: this just a second ago, pretty much across the curve,

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Speaker 1: four basis points on the lower end the shorter end

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Speaker 1: of the curve and about six basis points on the

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Speaker 1: longer end of the curve.

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Speaker 3: Though we should point.

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Speaker 1: Out on a weekly basis yields are lower than where

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Speaker 1: they were last Friday, about eight basis points lower on

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Speaker 1: the two year and six to seven basis points on

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Speaker 1: the thirty year, And of course that is the setup

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Speaker 1: for that two day FED meeting that kicks off on Tuesday.

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Speaker 2: The Stock Movers Report from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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Speaker 2: making news on Wall Street and for the latest market

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Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,

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