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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast,

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Speaker 1: your roundup of companies making moves in the stock market.

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Speaker 1: Harnessing the power of Bloomberg data. Let's take a look

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Speaker 1: at some of the stocks that are on the move today.

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Speaker 2: We're joined by Bloomberg's Can't Talker John. What do you got? Well?

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Speaker 2: There could be a winner emerging from Donald Trump's plan

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Speaker 2: tariffs on auto imports. You want to guess? So it

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Speaker 2: is Hell, run by billionaire Trump advisor Elon Mosk. They

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Speaker 2: have large factories in California as well as Texas that

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Speaker 2: churn out all the cars that are made in the US.

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Speaker 2: That's going to insulate it to a large degree from

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Speaker 2: the new levies on auto imports and the key components. Now,

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Speaker 2: Tesla itself has been boasting this week about US credentials,

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Speaker 2: saying in a post that its models are quoting here

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Speaker 2: the most American made cars still US as that Tesla

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Speaker 2: is not going to go entirely unscathed. So between as

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Speaker 2: best as we can estimate, between sixty and seventy five

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Speaker 2: percent of the components that Tesla uses are manufactured in

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Speaker 2: the US, depending on the model. And this is according

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Speaker 2: to a filing by the National Highway Traffic Safety Administration.

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Speaker 2: The majority of the remaining parts are sourced from Mexico. Now,

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Speaker 2: with the value of the imported parts kind of unclear

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Speaker 2: at this point, the financial impact on TESLA is well unknown.

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Speaker 3: Well apparently so tariffs are going to apply to all

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Speaker 3: imported passenger vehicles like trucks and key parts. But key

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Speaker 3: parts like engines, transmissions, and electrical components will be hit.

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Speaker 3: But there are exemptions for some vehicles and parts imported

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Speaker 3: under Retrade agreement with Canada and Mexico, So potentially maybe

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Speaker 3: that will help offset some of those issues as well.

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Speaker 2: Because you brought it up. GM assembles about fifty five

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Speaker 2: percent of the cars it sells in the US inside

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Speaker 2: the US borders. That's the same as Stilantis. The figure

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Speaker 2: for Ford is about eighty percent. Yeah, okay, so I

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Speaker 2: think the BMW I have now, the X three is

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Speaker 2: probably built in South Carolina or Tennessee wherever they do it. Then,

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Speaker 2: Matt MILLI okay, oh yeah, that's a let's do this

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Speaker 2: stock on the move Advanced micro devoid of devices and

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Speaker 2: analysts that Jefferies says AMD is falling further behind in

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Speaker 2: Vidia in its technological capabilities and this could continue to

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Speaker 2: pressure the stock. Blaine Curtis is the analyst. He says

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Speaker 2: in Vidia's chips have a quote significant performance advantage over AMDs,

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Speaker 2: and this gap should widen further with in Vidia's upcoming

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Speaker 2: product cycles. It's a sign of AMD's limited traction in

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Speaker 2: AI now. Of course, in the most recent results, AMD

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Speaker 2: did give a disappointing outlook for the data center business,

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Speaker 2: and this is a sign of how it's kind of

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Speaker 2: struggling to catch up to Nvidia. Including Jefferies, at least

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Speaker 2: eight firms have lowered their view on AMD stock rhost

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Speaker 2: year interesting and stuff.

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Speaker 3: Also, I think the analysts mentioned like Intel as a

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Speaker 3: competitor is also ramping up. You don't hear that sentience

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Speaker 3: often right now.

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Speaker 2: Oh, let's wrap up with one of the meme favorite

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Speaker 2: or used to be a meme stock, I guess Robinhood Markets.

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Speaker 2: They became known as the go to trading platform for

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Speaker 2: retail investors of all stripes, the cryptos of its novice

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Speaker 2: financiers and sophisticated speculators alike. Now they're taking a step further.

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Speaker 2: They want to be your bank. Robin Hood rolling out

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Speaker 2: checking and savings accounts later this year to its paying

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Speaker 2: Gold subscribers. But there are a couple of twists. The

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Speaker 2: firm aims to be less of a traditional bank for

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Speaker 2: its customers and more of a private banking like experience,

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Speaker 2: I think is how they phrase it.

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Speaker 3: That's interesting.

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Speaker 2: By the way, the annual percentage yield on the high

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Speaker 2: Yield saving will likely hover around four percent.

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Speaker 3: Okay, but is it four or is it three point seven?

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Speaker 2: Fine, because those are around four percent.

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Speaker 3: I like my four handle, so I'm listening if that's

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Speaker 3: the case.

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Speaker 1: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 1: us throughout the day for the latest roundup of companies

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Speaker 1: making news on Wall Street and for the latest market

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