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

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Speaker 2: This is the closing belt on this stock mover's report,

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Speaker 2: the company's making moves at the close of US trading

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Speaker 2: with Carol Masser, Tim Stenovack, Romain Bostik, and Katie Greifel.

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Speaker 3: In today's trade, almost an even number of winners and losers,

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Speaker 3: if I may say it that way, two hundred and

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Speaker 3: twenty seven names in the S and P five hundred

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Speaker 3: gaining in the Friday trade, Emily two hundred and seventy

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Speaker 3: six to the downside.

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Speaker 1: Yeah, i't we take a look at the circle here.

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Speaker 1: You only had one, two, three, four, five, five of

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Speaker 1: the major SMP sectors five the eleven in degree today

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Speaker 1: and the outside move was actually in real estate, a

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Speaker 1: one point two percent move for that group higher. And

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Speaker 1: we should just point out the second best gainer in

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Speaker 1: that area was industrials, and that was only half half

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Speaker 1: of those gains. Tech not doing anything on the day,

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Speaker 1: healthcare in the red.

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Speaker 3: All right, guys, let's get to some of the individual gainers,

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Speaker 3: if I may. In today's session, got to talk about

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Speaker 3: semiconductors again, some outperformance there in the trade ASML holding.

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Speaker 3: Morgan Stanley laying out its bullish case for why investors

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Speaker 3: should buy the stock, saying in the most optimistic scenario

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Speaker 3: of the stock is a seventy percent rally ahead as

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Speaker 3: chip maker's ramp up spending to meet soaring demand for

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Speaker 3: artificial intelligence. So you saw ASML up about two percent

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Speaker 3: in the trade, and I got to mention semiconductors.

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Speaker 4: They continued to be on a tear.

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Speaker 3: They as a group overall most names in that index higher,

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Speaker 3: the Philadelphia Semiconductor Index up more than one percent in

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Speaker 3: today's session. All right, let's go to Ast Space Mobile

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Speaker 3: shares soaring in today's session. You saw that one up

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Speaker 3: about fourteen percent, up nineteen percent at its highs intra day,

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Speaker 3: but again outperformance. The other satellite internet company was given

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Speaker 3: prime contract position for the US Missile Defense Agency's Shield program,

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Speaker 3: something the program the President has talked about.

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Speaker 4: It is connected, of course to his Golden Dome.

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Speaker 3: F for stock up about sixty percent here to date

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Speaker 3: seventy seventeen percent. Excuse me of the float is short,

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Speaker 3: but again some outperformance.

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Speaker 4: I want to mention a bui the Golden Dome.

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Speaker 5: Well, you know, I don't know.

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Speaker 3: To protect in terms of missiles coming in. Oh, this

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Speaker 3: idea of like fighting back to this to me, okay,

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Speaker 3: move it a lot.

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Speaker 5: I think they cut your Microman.

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Speaker 4: Immunity bio tickers IBRX.

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Speaker 3: That one up, check it out, guys, up almost forty

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Speaker 3: percent in today's session. It's a five point two billion

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Speaker 3: dollar market cap company, extending its advance for an eleventh

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Speaker 3: straight session. It's a record streak company giving efficacy results

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Speaker 3: from a clinical cancer trial for patients with a type

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Speaker 3: of cancer that affects the lymphatic system. So really some

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Speaker 3: outperformance there based on that trial. And I got to

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Speaker 3: talk a little bit about the power sector, talking about

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Speaker 3: it all day. I'm sure you guys have as well.

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Speaker 3: Today President Trump moving to make tech giants pay for

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Speaker 3: surging power costs. And I also have been trying to

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Speaker 3: figure out the win and losers in here. And geve

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Speaker 3: Renova was certainly one maker of natural gas turbines and

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Speaker 3: was seeing this as one of the winners. And you

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Speaker 3: saw GeV Vernova up more than six percent in today's session.

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Speaker 4: Now to the losers.

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Speaker 6: What she said losers and pointed right in Mary, that's okay.

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Speaker 6: I'm glad you ended with g Vernova because that's exactly

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Speaker 6: where I want to start, we didn't see. We saw

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Speaker 6: some stocks move lower as a result of this move

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Speaker 6: from the White House Constellation Energy Group. Look at this

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Speaker 6: at the bottom of the S and P five hundred

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Speaker 6: down nine point eight percent, worst performer. We've been talking

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Speaker 6: about this all day. That move that caused ge Vernova

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Speaker 6: shares to move higher, caused some of the large power

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Speaker 6: generation companies to move lower. Supply and demand here, if

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Speaker 6: more power is available, if there is more supply, then

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Speaker 6: prices could drop, and you know these companies would not

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Speaker 6: benefit as a result. But Josh Saul on our program

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Speaker 6: earlier reminding us this type of thing years out. Infrastructure

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Speaker 6: takes a very long time to be built in the US.

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Speaker 6: But still this is the immediate share reaction that we saw. Also,

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Speaker 6: the Mosaic Company shares falling today. This after the company

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Speaker 6: reported a significant decline in North American fertilizer demand. In

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Speaker 6: the fourth quarter of twenty twenty five. Phosphate sales volume

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Speaker 6: fell out about one point three million tons, shares falling

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Speaker 6: today by about four point five percent. And finally, looking

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Speaker 6: at Draft Kings and Flutter Entertainment, the publicly traded companies

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Speaker 6: in the sports betting industry DraftKings following eight percent flutter.

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Speaker 6: The parent company of fan dueled down six point three

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Speaker 6: percent today. This after weekly data from the New York

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Speaker 6: State Gambling Gaming Commission showed that the revenue from online

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Speaker 6: sports gambling fell during the NFL's wild Card weekend, it

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Speaker 6: typically attracts more betters to games. This decline comes at

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Speaker 6: the same time the volume of sports wagers on competing

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Speaker 6: prediction market platforms grows. You can you know you don't

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Speaker 6: just bet on the new FED share Romaine, bet on the.

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Speaker 5: New fed share on poly market.

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Speaker 1: Yeah, I don't do that.

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Speaker 5: You bet on NFL outcomes too.

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Speaker 4: You're betting on how many people Taylor invites to you

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Speaker 4: her wedding? Is that what you're betting on?

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Speaker 5: You bet on how many times Romaine is going to interrupt? Carrol? Oh,

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Speaker 5: what you're talking about?

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Speaker 1: Just root for the Bears se so Taylor Swift, okay,

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Speaker 1: because you threw me off there you're talking about Jim Wheeler.

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Speaker 1: I was like, by the way, the wedding of the year,

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Speaker 1: the wedding of the year, Yes, thank you, tea wigs yields,

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Speaker 1: can we get to yields here?

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Speaker 5: They move higher?

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Speaker 1: And that is significant here because we talk about a

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Speaker 1: market that overall seems to think that through the course

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Speaker 1: of this year, yields will move lower, but at least

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Speaker 1: for right now, moving higher on the day and on the.

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Speaker 2: Week the Stock Movers Report from Bloomberg Radio. Check back

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

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

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

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