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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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Speaker 2: the stock market, harnessing the power of Bloomberg data.

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Speaker 3: Let's take a look at some stocks on the move today.

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Speaker 3: I'm Nathan Hager, joined by Bloomberg's Critty Gupta and Critty.

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Speaker 3: I guess we can say earning season is underway now

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Speaker 3: getting off to a rip roaring start based on what

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Speaker 3: we're seeing from Delta Airlines this morning.

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Speaker 4: Good morning, Good morning, Nathan. The share certainly flying high.

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Speaker 4: You're welcome, Well done. What happens when I'm on air

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Speaker 4: with you all the time?

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Speaker 1: Delta shares higher by a whopping eleven percent this morning.

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Speaker 1: Dal is your taker to your point of restoring full

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Speaker 1: year guidance.

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Speaker 4: This is a really big deal.

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Speaker 1: We know the airline sector has been very worried about

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Speaker 1: the consumer read through, specifically how much of that is

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Speaker 1: going to be affecting not only the airline sector, but

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Speaker 1: the idea of how much exposure people actually want to

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Speaker 1: the US is tourism looking the other way? Do they

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Speaker 1: not want to visit you know, Times Square or the

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Speaker 1: Washington Monuments anymore?

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Speaker 4: It looks like Delta saying, look, the.

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Speaker 1: Guidance is still coming back in and in line with expected,

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Speaker 1: and actually higher than a lot of the Wall Street expected,

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Speaker 1: and therefore getting rewarded this morning, a lot of those

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Speaker 1: fears kind of thrown to the side. It's not just

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Speaker 1: Delta that's rallying off of this, it's all of the airlines. Really.

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Speaker 4: American Airlines higher by six percent this morning.

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Speaker 1: AL is your ticker, trading at twelve dollars a share.

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Speaker 4: We got to talk about United as well.

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Speaker 1: UL is your ticker there, despite all the issues at Newark,

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Speaker 1: Hire by seven point four percent this morning, trading at.

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Speaker 4: Eighty six dollars a share.

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Speaker 1: So quick check on Southwest Airlines as well as we

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Speaker 1: talk about that domestic bid.

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Speaker 4: LUV is your ticker.

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Speaker 1: Hire by about two point six percent, trading about thirty

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Speaker 1: five dollars a share. So lots of good news for

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Speaker 1: the airline sector this morning. We'll see if it sticks

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Speaker 1: into those opening bells. We should mention the other major

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Speaker 1: headline of today, which of course happened overnight, the idea

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Speaker 1: of a potential fifty percent tariffs on Brazil. A lot

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Speaker 1: of it tied into the politics. So I did some

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Speaker 1: of some a little bit of digging this morning, Nathan.

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Speaker 1: That's why I did in my prep this morning of

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Speaker 1: how many American stocks actually have exposure to Brazil, and

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Speaker 1: I found out a lot of them, a lot that

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Speaker 1: I had no idea had supply chains that extend into

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Speaker 1: Brazil as well.

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Speaker 4: So I'm gonna give you a quick rundown of some

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Speaker 4: of them.

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Speaker 1: I think the one that's probably catching a lot of

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Speaker 1: attention this morning is I'm gonna try to say it's

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Speaker 1: word right and Brayer, I think is the right way.

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Speaker 4: To say it this.

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Speaker 1: Of course, the Brazilian airplane manufacturer ERJ is your ticker.

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Speaker 1: Shares shot down a six percent this morning. Again, Brazilian

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Speaker 1: company listed in the United States. ERJ is a ticker

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Speaker 1: trading at fifty three dollars a share and getting hit

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Speaker 1: hard to the tune of about six percent this morning.

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Speaker 4: A couple of others that I have learned a lot

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Speaker 4: about a lot on.

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Speaker 1: The ad culture AD sector, I should say, Archer Daniel's

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Speaker 1: Midland is a big one you want to keep your

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Speaker 1: eye on now. The shares are only hired by five

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Speaker 1: tens one percent, not in a volume in those shares yet,

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Speaker 1: but keep an eye on this one. ADM currently trading

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Speaker 1: at fifty four dollars a share and change. Forty percent

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Speaker 1: of their revenue from came from Brazil last year, so

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Speaker 1: that's going to be a really important stat to keeping

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Speaker 1: out of their ports in Brazil.

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Speaker 4: Brazil is one of their key markets. Really keep an

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Speaker 4: eye on that one.

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Speaker 1: A similar story over for mosaic Mos is your ticker there.

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Speaker 1: They also have that special forty percent of their twenty

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Speaker 1: twenty four revenue coming in and again the market not

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Speaker 1: really reacting, but really keep an eye on that one

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Speaker 1: as this plays out the dynamics between Donald Trump and of.

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Speaker 4: Course Lula in Brazil as well.

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Speaker 1: We should get a last minute check as well on

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Speaker 1: Freeport Macmaran. That is the copper story that continues into

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Speaker 1: a second day. FCX hired by two and a half

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Speaker 1: percent this morning, Meathan forty six dollars seventy one cents

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Speaker 1: a share.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout today for the latest roundup of companies making

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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Speaker 2: the Bloomberg Business app Mm hmm