Speaker 1: Bloomberg Audio Studios, podcasts, radio News.
Speaker 2: This is the closing belt on this stock mover's report,
Speaker 2: the company's making moves at the close of US trading
Speaker 2: with Carol Masser, Tim Stenovack, Romain Bostik, and Katie Greifel.
Speaker 3: In today's trade, almost an even number of winners and losers,
Speaker 3: if I may say it that way, two hundred and
Speaker 3: twenty seven names in the S and P five hundred
Speaker 3: gaining in the Friday trade, Emily two hundred and seventy
Speaker 3: six to the downside.
Speaker 1: Yeah, i't we take a look at the circle here.
Speaker 1: You only had one, two, three, four, five, five of
Speaker 1: the major SMP sectors five the eleven in degree today
Speaker 1: and the outside move was actually in real estate, a
Speaker 1: one point two percent move for that group higher. And
Speaker 1: we should just point out the second best gainer in
Speaker 1: that area was industrials, and that was only half half
Speaker 1: of those gains. Tech not doing anything on the day,
Speaker 1: healthcare in the red.
Speaker 3: All right, guys, let's get to some of the individual gainers,
Speaker 3: if I may. In today's session, got to talk about
Speaker 3: semiconductors again, some outperformance there in the trade ASML holding.
Speaker 3: Morgan Stanley laying out its bullish case for why investors
Speaker 3: should buy the stock, saying in the most optimistic scenario
Speaker 3: of the stock is a seventy percent rally ahead as
Speaker 3: chip maker's ramp up spending to meet soaring demand for
Speaker 3: artificial intelligence. So you saw ASML up about two percent
Speaker 3: in the trade, and I got to mention semiconductors.
Speaker 4: They continued to be on a tear.
Speaker 3: They as a group overall most names in that index higher,
Speaker 3: the Philadelphia Semiconductor Index up more than one percent in
Speaker 3: today's session. All right, let's go to Ast Space Mobile
Speaker 3: shares soaring in today's session. You saw that one up
Speaker 3: about fourteen percent, up nineteen percent at its highs intra day,
Speaker 3: but again outperformance. The other satellite internet company was given
Speaker 3: prime contract position for the US Missile Defense Agency's Shield program,
Speaker 3: something the program the President has talked about.
Speaker 4: It is connected, of course to his Golden Dome.
Speaker 3: F for stock up about sixty percent here to date
Speaker 3: seventy seventeen percent. Excuse me of the float is short,
Speaker 3: but again some outperformance.
Speaker 4: I want to mention a bui the Golden Dome.
Speaker 5: Well, you know, I don't know.
Speaker 3: To protect in terms of missiles coming in. Oh, this
Speaker 3: idea of like fighting back to this to me, okay,
Speaker 3: move it a lot.
Speaker 5: I think they cut your Microman.
Speaker 4: Immunity bio tickers IBRX.
Speaker 3: That one up, check it out, guys, up almost forty
Speaker 3: percent in today's session. It's a five point two billion
Speaker 3: dollar market cap company, extending its advance for an eleventh
Speaker 3: straight session. It's a record streak company giving efficacy results
Speaker 3: from a clinical cancer trial for patients with a type
Speaker 3: of cancer that affects the lymphatic system. So really some
Speaker 3: outperformance there based on that trial. And I got to
Speaker 3: talk a little bit about the power sector, talking about
Speaker 3: it all day. I'm sure you guys have as well.
Speaker 3: Today President Trump moving to make tech giants pay for
Speaker 3: surging power costs. And I also have been trying to
Speaker 3: figure out the win and losers in here. And geve
Speaker 3: Renova was certainly one maker of natural gas turbines and
Speaker 3: was seeing this as one of the winners. And you
Speaker 3: saw GeV Vernova up more than six percent in today's session.
Speaker 4: Now to the losers.
Speaker 6: What she said losers and pointed right in Mary, that's okay.
Speaker 6: I'm glad you ended with g Vernova because that's exactly
Speaker 6: where I want to start, we didn't see. We saw
Speaker 6: some stocks move lower as a result of this move
Speaker 6: from the White House Constellation Energy Group. Look at this
Speaker 6: at the bottom of the S and P five hundred
Speaker 6: down nine point eight percent, worst performer. We've been talking
Speaker 6: about this all day. That move that caused ge Vernova
Speaker 6: shares to move higher, caused some of the large power
Speaker 6: generation companies to move lower. Supply and demand here, if
Speaker 6: more power is available, if there is more supply, then
Speaker 6: prices could drop, and you know these companies would not
Speaker 6: benefit as a result. But Josh Saul on our program
Speaker 6: earlier reminding us this type of thing years out. Infrastructure
Speaker 6: takes a very long time to be built in the US.
Speaker 6: But still this is the immediate share reaction that we saw. Also,
Speaker 6: the Mosaic Company shares falling today. This after the company
Speaker 6: reported a significant decline in North American fertilizer demand. In
Speaker 6: the fourth quarter of twenty twenty five. Phosphate sales volume
Speaker 6: fell out about one point three million tons, shares falling
Speaker 6: today by about four point five percent. And finally, looking
Speaker 6: at Draft Kings and Flutter Entertainment, the publicly traded companies
Speaker 6: in the sports betting industry DraftKings following eight percent flutter.
Speaker 6: The parent company of fan dueled down six point three
Speaker 6: percent today. This after weekly data from the New York
Speaker 6: State Gambling Gaming Commission showed that the revenue from online
Speaker 6: sports gambling fell during the NFL's wild Card weekend, it
Speaker 6: typically attracts more betters to games. This decline comes at
Speaker 6: the same time the volume of sports wagers on competing
Speaker 6: prediction market platforms grows. You can you know you don't
Speaker 6: just bet on the new FED share Romaine, bet on the.
Speaker 5: New fed share on poly market.
Speaker 1: Yeah, I don't do that.
Speaker 5: You bet on NFL outcomes too.
Speaker 4: You're betting on how many people Taylor invites to you
Speaker 4: her wedding? Is that what you're betting on?
Speaker 5: You bet on how many times Romaine is going to interrupt? Carrol? Oh,
Speaker 5: what you're talking about?
Speaker 1: Just root for the Bears se so Taylor Swift, okay,
Speaker 1: because you threw me off there you're talking about Jim Wheeler.
Speaker 1: I was like, by the way, the wedding of the year,
Speaker 1: the wedding of the year, Yes, thank you, tea wigs yields,
Speaker 1: can we get to yields here?
Speaker 5: They move higher?
Speaker 1: And that is significant here because we talk about a
Speaker 1: market that overall seems to think that through the course
Speaker 1: of this year, yields will move lower, but at least
Speaker 1: for right now, moving higher on the day and on the.
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