1 00:00:02,520 --> 00:00:07,400 Speaker 1: Bloomberg Audio Studios, Podcasts, Radio News. 2 00:00:08,560 --> 00:00:12,480 Speaker 2: The Stock Movers Report, your roundup of companies making moves 3 00:00:12,480 --> 00:00:17,040 Speaker 2: in the stock market, harnessing the power of Bloomberg Data. 4 00:00:17,160 --> 00:00:19,840 Speaker 1: I'm Tim Steenebek along with Carol Masser. Let's take a 5 00:00:19,880 --> 00:00:22,759 Speaker 1: look at some stocks on the move today. Bloomberg News 6 00:00:22,760 --> 00:00:26,960 Speaker 1: earnings report at Red Brown joins us read what are 7 00:00:26,960 --> 00:00:27,440 Speaker 1: you watching? 8 00:00:28,040 --> 00:00:28,280 Speaker 3: First? 9 00:00:28,280 --> 00:00:30,840 Speaker 4: One on my lists today for the weekly movers here 10 00:00:30,880 --> 00:00:34,519 Speaker 4: is Chipotle. Take her on that as CMG shares it 11 00:00:34,600 --> 00:00:38,880 Speaker 4: down fourteen percent this week, and that's largely coming due 12 00:00:38,880 --> 00:00:42,520 Speaker 4: to disappointing earnings results coming on Wednesday. That takes total 13 00:00:42,560 --> 00:00:45,080 Speaker 4: losses for the year round twenty four percent. And the 14 00:00:45,080 --> 00:00:46,800 Speaker 4: punch came down to the kind of the fact that 15 00:00:46,840 --> 00:00:49,959 Speaker 4: the company cut its sales growth outlook again. Now they 16 00:00:49,960 --> 00:00:52,519 Speaker 4: see that they are going to be flat for the year. 17 00:00:52,520 --> 00:00:54,319 Speaker 4: The comparable store sales will be flat for the year. 18 00:00:54,360 --> 00:00:56,800 Speaker 4: Previously they were seeing low single digit expansions. So it's 19 00:00:56,800 --> 00:01:00,600 Speaker 4: really just having a hard time to just the demand 20 00:01:00,680 --> 00:01:02,760 Speaker 4: that to get people in the stores. Some of the 21 00:01:02,760 --> 00:01:05,759 Speaker 4: new things that they've been releasing, new chicken recipes, new sauces, 22 00:01:05,800 --> 00:01:07,800 Speaker 4: they've been even been giving food away for free and 23 00:01:07,880 --> 00:01:10,000 Speaker 4: that's still not even necessarily working to get. 24 00:01:09,840 --> 00:01:12,959 Speaker 3: Stocks this year really struggling. You eat Chipotle. 25 00:01:13,080 --> 00:01:13,800 Speaker 1: I was just gonna ask that. 26 00:01:14,319 --> 00:01:15,040 Speaker 3: I like the demo. 27 00:01:15,240 --> 00:01:16,640 Speaker 4: I had it for the first time in like three 28 00:01:16,720 --> 00:01:19,120 Speaker 4: years this week, actually, So what has kept you away? 29 00:01:19,400 --> 00:01:21,279 Speaker 3: I just I don't know. I think it's a size. 30 00:01:21,280 --> 00:01:24,440 Speaker 3: It's too much too, that's the appeal for It's a 31 00:01:24,480 --> 00:01:24,920 Speaker 3: lot of food. 32 00:01:25,000 --> 00:01:26,160 Speaker 5: I see, it's a lot of food too. 33 00:01:26,240 --> 00:01:28,319 Speaker 4: For me, it's just too much. But and it's it's 34 00:01:28,319 --> 00:01:30,920 Speaker 4: expensive too. For in like New York City. New York 35 00:01:31,040 --> 00:01:31,720 Speaker 4: is expensive. 36 00:01:31,720 --> 00:01:33,560 Speaker 1: It is a lot more expensive in New York than 37 00:01:33,600 --> 00:01:34,399 Speaker 1: it is in other parts. 38 00:01:34,560 --> 00:01:35,800 Speaker 3: That's that's definitely true. 39 00:01:35,880 --> 00:01:37,880 Speaker 4: But I think, like you know, I'm able go to 40 00:01:37,959 --> 00:01:42,200 Speaker 4: a local deli instead of of the giant company. 41 00:01:42,319 --> 00:01:45,759 Speaker 5: So all right, So CMG ticker Chipotle stock down thirteen 42 00:01:45,760 --> 00:01:48,320 Speaker 5: percent this year, I mean this week, that's it out, 43 00:01:49,040 --> 00:01:49,800 Speaker 5: Gie Rinova. 44 00:01:50,120 --> 00:01:52,760 Speaker 4: Yeah, this is I'm excited to actually talk about this one. 45 00:01:52,760 --> 00:01:54,520 Speaker 4: It's kind of been flying under the radar for us, 46 00:01:54,560 --> 00:01:56,440 Speaker 4: and maybe it shouldn't be. It's almost up one hundred 47 00:01:56,440 --> 00:01:59,160 Speaker 4: percent this year. It's the second best company in the 48 00:01:59,200 --> 00:02:02,520 Speaker 4: S and P five hundred, just after Palenteer. So the 49 00:02:02,520 --> 00:02:07,040 Speaker 4: company's up twelve percent this week, and that's do larger. 50 00:02:06,800 --> 00:02:09,320 Speaker 3: To this is what what we need? You know, we 51 00:02:09,360 --> 00:02:11,200 Speaker 3: need red what's that. We need power? 52 00:02:11,280 --> 00:02:14,560 Speaker 4: We need more power, We need more and more power. 53 00:02:14,600 --> 00:02:15,639 Speaker 4: Everyone needs power. 54 00:02:15,880 --> 00:02:16,120 Speaker 2: I know. 55 00:02:16,360 --> 00:02:19,440 Speaker 4: That's that's it. That's why they're doing so well. But 56 00:02:19,520 --> 00:02:22,240 Speaker 4: it's so the people that need to power the most 57 00:02:22,760 --> 00:02:26,560 Speaker 4: are the AI companies. Of course, of course, everything good 58 00:02:26,560 --> 00:02:28,519 Speaker 4: in this world is connected to AI for some reason. 59 00:02:29,480 --> 00:02:31,399 Speaker 4: And so just just one thing that kind of jumped 60 00:02:31,400 --> 00:02:32,720 Speaker 4: out of the report to me is they made five 61 00:02:32,800 --> 00:02:35,359 Speaker 4: hundred million dollars in the first half of this year 62 00:02:35,440 --> 00:02:38,400 Speaker 4: selling electrical equipment. That compares to six hundred million on 63 00:02:38,520 --> 00:02:40,399 Speaker 4: all of last year, so you know, already on pace 64 00:02:40,440 --> 00:02:43,560 Speaker 4: to double that figure. And again it's really just coming 65 00:02:43,600 --> 00:02:45,600 Speaker 4: as a result of just this incredible demand from the 66 00:02:45,639 --> 00:02:46,840 Speaker 4: a AI companies. 67 00:02:46,960 --> 00:02:49,800 Speaker 5: Ticker GeV stock up twelve percent this week, all right, 68 00:02:49,840 --> 00:02:50,360 Speaker 5: And then we. 69 00:02:50,280 --> 00:02:52,440 Speaker 3: Go to text instruments. 70 00:02:52,760 --> 00:02:56,040 Speaker 4: Ticker is t x N, one of the big losers 71 00:02:56,080 --> 00:02:58,400 Speaker 4: for this week, fell fifteen percent, and that was after 72 00:02:58,440 --> 00:03:00,600 Speaker 4: it gave kind of I guess tep it outlook would 73 00:03:00,600 --> 00:03:02,880 Speaker 4: be the word, and it raised its gains for the year, 74 00:03:02,919 --> 00:03:06,120 Speaker 4: and that compares to the Philadelphia Stock Exchange Semiconductor index 75 00:03:06,240 --> 00:03:08,560 Speaker 4: is still up thirteen percent, So Texas Instruments really kind 76 00:03:08,560 --> 00:03:11,680 Speaker 4: of the outlier here. That outlook that they gave kind 77 00:03:11,720 --> 00:03:14,440 Speaker 4: of did beat most of the estimates, but it was 78 00:03:14,480 --> 00:03:16,880 Speaker 4: more guarded than I think investors were anticipating. We have 79 00:03:16,960 --> 00:03:20,440 Speaker 4: seen kind of the relief of tariff worries through the 80 00:03:20,520 --> 00:03:22,520 Speaker 4: last couple of months, so I think people were just 81 00:03:22,560 --> 00:03:25,280 Speaker 4: expecting a little bit more optimism from the company. During 82 00:03:25,280 --> 00:03:26,960 Speaker 4: the call, they were also kind of a bit more 83 00:03:27,000 --> 00:03:29,480 Speaker 4: downbeat analysts or pushing them saying, you know, why are 84 00:03:29,480 --> 00:03:31,280 Speaker 4: you guys having more negative these sorts of things, and 85 00:03:31,320 --> 00:03:33,720 Speaker 4: they weren't answer able to kind of give the answers 86 00:03:33,720 --> 00:03:35,880 Speaker 4: that I think the market was looking for. 87 00:03:36,680 --> 00:03:38,920 Speaker 3: So, yeah, the end markets they say are kind of 88 00:03:38,960 --> 00:03:39,640 Speaker 3: turning positive. 89 00:03:39,680 --> 00:03:41,160 Speaker 4: The only one that they've continued to call out that 90 00:03:41,200 --> 00:03:45,600 Speaker 4: struggling is automotive. But yeah, I guess we'll have to remain. 91 00:03:45,640 --> 00:03:48,280 Speaker 4: It remains to be seen where Texas Instruments goes from here. 92 00:03:49,800 --> 00:03:53,840 Speaker 2: This stock Mover's report from Bloomberg Radio. Check back with 93 00:03:53,920 --> 00:03:56,480 Speaker 2: us throughout the day for the latest roundup of companies 94 00:03:56,560 --> 00:03:59,600 Speaker 2: making news on Wall Street and for the latest market 95 00:03:59,640 --> 00:04:02,680 Speaker 2: moving headlines, Listen to Bloomberg Radio Live. 96 00:04:03,080 --> 00:04:05,000 Speaker 3: Catch us on YouTube, Bloomberg dot 97 00:04:05,040 --> 00:04:08,480 Speaker 2: Com, and on Applecarplay and Android Auto with the Bloomberg 98 00:04:08,520 --> 00:04:09,280 Speaker 2: Business app.