1 00:00:02,520 --> 00:00:08,800 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The. 2 00:00:08,880 --> 00:00:13,160 Speaker 2: Stock Movers podcast, your roundup of companies making moves in 3 00:00:13,200 --> 00:00:18,919 Speaker 2: the stock market. Harnessing the power of Bloomberg Data. 4 00:00:17,680 --> 00:00:19,000 Speaker 3: It's going to look at some of the stocks on 5 00:00:19,000 --> 00:00:20,560 Speaker 3: the move here. We can do that with Normal lindback 6 00:00:20,600 --> 00:00:21,760 Speaker 3: in you York. Norm, what do you have for us? 7 00:00:22,000 --> 00:00:24,000 Speaker 4: Well, speaking of a record, we've got stocks in the 8 00:00:24,000 --> 00:00:26,000 Speaker 4: green this morning, and I'm keeping an eye on Esday 9 00:00:26,040 --> 00:00:29,319 Speaker 4: latter that's ticker EL. We're seeing the stock hire after 10 00:00:29,520 --> 00:00:32,760 Speaker 4: HSBC raised the stock to buy from hold and lifted 11 00:00:32,800 --> 00:00:36,240 Speaker 4: its price target target to ninety nine dollars from eighty dollars. 12 00:00:36,520 --> 00:00:39,640 Speaker 4: It's saying that investor interest is growing in the stock 13 00:00:39,680 --> 00:00:43,440 Speaker 4: on hopes of stabilization in China, American resilience, and weakness 14 00:00:43,479 --> 00:00:46,239 Speaker 4: in the US dollar. They're even seeing the stock potentially 15 00:00:46,320 --> 00:00:49,680 Speaker 4: doubling earnings between now and June twenty twenty seven. 16 00:00:49,720 --> 00:00:52,040 Speaker 1: Paul, all right, So sd Lauder is certainly one that's 17 00:00:52,080 --> 00:00:54,200 Speaker 1: been on our radar for a while. We know that 18 00:00:54,200 --> 00:00:57,840 Speaker 1: that company has been looking to make some changes. Iconic 19 00:00:58,120 --> 00:01:01,320 Speaker 1: in that world in the certainly in the cosmetic world. 20 00:01:01,720 --> 00:01:03,680 Speaker 1: You're also looking at Boeing. What's going on. Ticker of 21 00:01:03,680 --> 00:01:04,520 Speaker 1: course is BA. 22 00:01:04,680 --> 00:01:07,039 Speaker 4: Yes, ticker BA for Boeing here. Of course, we know 23 00:01:07,080 --> 00:01:09,160 Speaker 4: this is the company that has really been in focus 24 00:01:09,200 --> 00:01:11,280 Speaker 4: in recent months, especially with all the issues that they've 25 00:01:11,319 --> 00:01:15,160 Speaker 4: been having going on. But we're seeing we're seeing Rothschild 26 00:01:15,200 --> 00:01:18,639 Speaker 4: and co Redburn actually upgrading the company to buy from neutral. 27 00:01:18,640 --> 00:01:21,520 Speaker 4: They're saying that their confidence has improved despite what the 28 00:01:21,560 --> 00:01:23,760 Speaker 4: street has been feeling about the stock as of late, 29 00:01:23,800 --> 00:01:26,360 Speaker 4: as we're really seeing this company trying to recoup some 30 00:01:26,440 --> 00:01:29,000 Speaker 4: of its losses from last year. They're saying that Boeing 31 00:01:29,080 --> 00:01:31,840 Speaker 4: is about to transition to a new phase where it 32 00:01:31,880 --> 00:01:35,160 Speaker 4: delivers on expectations. They're saying that improvements are making the 33 00:01:35,440 --> 00:01:38,560 Speaker 4: company appear a lot healthier, and they believe that it's 34 00:01:38,640 --> 00:01:41,200 Speaker 4: existing forecasts will see a level of upside to its 35 00:01:41,240 --> 00:01:44,520 Speaker 4: existing forecast that is of a greater magnitude than any 36 00:01:44,560 --> 00:01:46,360 Speaker 4: potential downside here, Carol. 37 00:01:46,280 --> 00:01:47,080 Speaker 3: Yeah, it's interesting. 38 00:01:47,360 --> 00:01:49,120 Speaker 1: Boeing is like such a great story, and it's been 39 00:01:49,120 --> 00:01:50,840 Speaker 1: a great story for the last two three years. I'm 40 00:01:50,840 --> 00:01:52,920 Speaker 1: looking at it, Paul, it's up almost eighteen percent year 41 00:01:52,960 --> 00:01:55,960 Speaker 1: to date, so I feel like there are expectations among 42 00:01:56,000 --> 00:01:58,080 Speaker 1: investors that they're kind of finding their way back finding it. 43 00:01:58,360 --> 00:02:00,560 Speaker 3: Finally, you talked to George Ferguson of Bloomer Intelligence. He 44 00:02:00,600 --> 00:02:02,400 Speaker 3: tells you us all about the deliveries of the seven 45 00:02:02,520 --> 00:02:04,760 Speaker 3: thirty seven Max. That's the cash flow part of the company, 46 00:02:04,920 --> 00:02:07,600 Speaker 3: and that's something that the street is expecting to see 47 00:02:07,680 --> 00:02:10,200 Speaker 3: some improvement here. How about Core Weave or what do 48 00:02:10,200 --> 00:02:10,560 Speaker 3: you have there? 49 00:02:10,720 --> 00:02:12,640 Speaker 4: Yeah, we're seeing Core Weave shares that are also in 50 00:02:12,720 --> 00:02:15,600 Speaker 4: the green this morning. But I've got I specifically on 51 00:02:15,680 --> 00:02:19,639 Speaker 4: Core Scientific, and that's because which is a data center operator. 52 00:02:20,000 --> 00:02:23,240 Speaker 4: It's in discussions, according to the Wall Street Journal, with 53 00:02:23,360 --> 00:02:26,359 Speaker 4: Core Weave. Core Weaves in discussions to buy Core Scientific. 54 00:02:26,360 --> 00:02:28,840 Speaker 4: They're saying that the deal could potentially be hammered out 55 00:02:28,880 --> 00:02:31,520 Speaker 4: in the coming weeks. But of course we know Core 56 00:02:31,560 --> 00:02:34,720 Speaker 4: We've actually did reach out with talks trying to buy 57 00:02:34,760 --> 00:02:38,600 Speaker 4: the company earlier on for about one billion dollars. So 58 00:02:38,639 --> 00:02:41,600 Speaker 4: it'll be interesting to see if this actually holds. But 59 00:02:41,720 --> 00:02:45,320 Speaker 4: we're seeing shares of Core Scientific down about twelve percent 60 00:02:45,480 --> 00:02:47,600 Speaker 4: as of yesterday's close, so it'll be interesting to see 61 00:02:47,600 --> 00:02:49,560 Speaker 4: whether or not this moves the companies at all. 62 00:02:50,880 --> 00:02:55,000 Speaker 2: The Stock Movers podcast from Bloomberg Radio check back with 63 00:02:55,080 --> 00:02:58,160 Speaker 2: us throughout today for the latest roundup of companies making 64 00:02:58,240 --> 00:03:01,800 Speaker 2: news on Wall Street and the latest market moving headlines. 65 00:03:01,960 --> 00:03:05,920 Speaker 2: Listen to Bloomberg Radio Live, catch us on YouTube, Bloomberg 66 00:03:05,960 --> 00:03:08,760 Speaker 2: dot com, and on Applecarplay and Android Auto with the 67 00:03:08,760 --> 00:03:10,120 Speaker 2: Bloomberg Business app.