Speaker 1: Bloomberg Audio Studios podcasts, Radio News, The.
Speaker 2: Stock Movers podcast, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg Data.
Speaker 1: I'm Emily Brafeo here with David Girl. Let's take a
Speaker 1: look at some stocks on the move today with Bloomberg
Speaker 1: News Earnings reporter Red Brown. Dollar Tree. This is different
Speaker 1: than Dollar General, right, this is Dollar Tree.
Speaker 3: Yeah.
Speaker 4: I mean, like you said, it was kind of a
Speaker 4: drab day in the markets at the end, but we
Speaker 4: were able to find a couple of movies here. Dollar
Speaker 4: Tree one of the big decliners today and actually went
Speaker 4: from a really positive report in the world of discount
Speaker 4: retailers yesterday, with Dollar General posting one of its strongest
Speaker 4: results in years, raising their allog as well, and then
Speaker 4: Dollar Tree today doing.
Speaker 3: Kind of the opposite.
Speaker 4: They warned of their second quarter profits could fall as
Speaker 4: much as fifty percent, and that's really why we're seeing
Speaker 4: this quite aggressive move here today, and it just really
Speaker 4: kind of highlights how different these two companies are. I mean,
Speaker 4: the main thing that we need to pay attention to
Speaker 4: is that Dollar General, the one that did well yesterday,
Speaker 4: gets most of their sales from consumables like milk and
Speaker 4: cheese and ice cream, things like that that you guys are.
Speaker 3: Just talking about today, Which don't.
Speaker 4: Mean I wasn't able to hear your old interview, but
Speaker 4: I imagine one of those things maybe less affected by tariffs,
Speaker 4: and that's something that Dollar General has called out, less
Speaker 4: affected by tariffs. Dollar Tree, on the other hand, is
Speaker 4: more of those kind of like you know, knick knacks
Speaker 4: and chot Chi's and things like that. Huge exposure to China,
Speaker 4: and that's really why they're kind of their bottom lines
Speaker 4: they get hit a little bit more harder.
Speaker 3: What else are you watching?
Speaker 4: Also we can go to the positive side is on
Speaker 4: semiconductor they are leading all stocks, actually they let all
Speaker 4: stocks today and s people FIE hundred also drug up
Speaker 4: some of other semiconductor names, and XP Semiconductors and Sagate
Speaker 4: both in the top ten performers. And that's actually coming
Speaker 4: off of just some commentary from the CEO who was
Speaker 4: speaking at a conference today, just saying that their markets
Speaker 4: have finally kind of hit bottom. So outside of AI
Speaker 4: MA conductors have been kind of struggling, so like in
Speaker 4: industrial automotive places like that have been dealing with some
Speaker 4: kind of a glut of inventory a lot of other customers,
Speaker 4: and we're finally starting to get out of that. So
Speaker 4: so on Semiiconductors speaking to that they're reporting soon, I believe,
Speaker 4: and if they do report kind of in line, it'll
Speaker 4: be two years of declines, of quarterly declines. But CEO
Speaker 4: saying that this should be kind of the bottom final,
Speaker 4: We've hit rock bottom and we should be able to move.
Speaker 3: On fasting because we talk so much about the AI
Speaker 3: chips and the amount of investment and the cost and
Speaker 3: the difficulty of making more of them, of these foundaries,
Speaker 3: and you don't often think about the wor workaday and more.
Speaker 1: Some right, it seems like the non AI chips, there's
Speaker 1: an inventory glut because maybe a business buy You're not
Speaker 1: going to replace your non AI chip like every year, right,
Speaker 1: so you're like, oh, I don't need to buy another one,
Speaker 1: and then company suffers.
Speaker 4: Well, I mean we do. We have lost so much
Speaker 4: of the conversation with AI chips, but I think we
Speaker 4: forget that there was like the supply chain crisis of
Speaker 4: a few years ago. Companies bought a lot of chips
Speaker 4: during that to get to to kind of like make
Speaker 4: sure that they were able to get their products out
Speaker 4: and they bought way way too much obviously, and now
Speaker 4: and then there's also kind of demand issues in some
Speaker 4: of the end markets, so like automotive and EVS. People
Speaker 4: weren't buying as many, so you're not making as many.
Speaker 4: So there's just a couple of different issues. But it
Speaker 4: does seem like, you know, the ship is turning for
Speaker 4: on and some of these other kind of you know,
Speaker 4: less flashy semiconductor names.
Speaker 1: Okay, finally you're looking at CrowdStrike, the cybersecurity company c
Speaker 1: r w D.
Speaker 4: Yeah, that's right, crowd Strike a couple of bad headlines
Speaker 4: coming out of the company today. So they're down around
Speaker 4: six percent, finished around six percent, was as low as
Speaker 4: nine percent at points during the day. They received it
Speaker 4: required from the dj n SC requesting information for some
Speaker 4: of their deals. Bloeberg's been doing some really good reporting
Speaker 4: around this thirty two million deal with Kera Soft Technology.
Speaker 4: Doesn't sound like a big deal, but they are provider
Speaker 4: cybersecurity to the IRS, so you know, they're obviously getting
Speaker 4: a little bit more government scrutiny for that deal. And
Speaker 4: you know, the company has just been kind of tied
Speaker 4: up with legal issues and Obviously they dominated the news
Speaker 4: last year. So this Ernie Sport that had yesterday, which is
Speaker 4: the other bad headline coming out of the company. Kind
Speaker 4: of a poor showing first quarter, or report missed their
Speaker 4: forecasts for for consensus. So yeah, a couple of compounding things.
Speaker 4: This was supposed to be their moment to kind of
Speaker 4: shed the bad news from last year of the outage.
Speaker 4: This was supposed to be their fourth quarter, you know,
Speaker 4: set the path forward, and that's this some of these
Speaker 4: other headlines is kind of taking over of what was
Speaker 4: supposed to be a positive a positive.
Speaker 3: Just note in here for the first time, I think
Speaker 3: they're commenting on these investigations, so it's it's, uh, you
Speaker 3: confirming the fact that they're they're underway and found to
Speaker 3: be a prompt from going forward.
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