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Speaker 1: Bloomberg Audio Studios, podcasts, Radio News.

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Speaker 2: The Stock Movers podcast. This is your roundup of companies

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Speaker 2: making news on Wall Street and beyond, harnessing the power

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Speaker 2: of Bloomberg Data.

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

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Speaker 3: today with us as Bloomberg News Earning's reporter Red Brown

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Speaker 3: on Monday Stock Movers, and let's start with Tesla.

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Speaker 4: Which is a name that definitely popped up on my

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Speaker 4: radar too. It was one of my gators today.

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Speaker 5: Yoh really great mind think alike?

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Speaker 3: I think it was number one in the s and

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Speaker 3: P five hundred and the Nasdaq one hundred.

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Speaker 4: That's exactly.

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Speaker 5: It finished up twelve percent today, biggest one day jump

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Speaker 5: for the stock since November, and like you said, the

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Speaker 5: best performing company in the SMP today. That gain today

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Speaker 5: of twelve percent actually equates so close to one hundred

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Speaker 5: million dollars in restored I guess we could call market value.

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Speaker 5: So yeah, a bit of a winning streak right now

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Speaker 5: for Tesla.

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Speaker 3: But no real reason why I couldn't see any like

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Speaker 3: real catalyst. I think in terms of my notes, I

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Speaker 3: don't remember seeing anything that was a real reason it

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Speaker 3: just popped up.

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Speaker 5: No, I mean it's interesting, it's actually kindly against I

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Speaker 5: think some of the news flow. Yeah, besides, I guess

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Speaker 5: kind of the broader market relief.

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Speaker 4: Risk on trade today exactly.

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Speaker 5: I just you know, people I think are starting to

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Speaker 5: come to terms with maybe it's a little bit of

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Speaker 5: an easier tariff situation, which I think trickles down to

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Speaker 5: the consumer being a little bit more comfortable. But like

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Speaker 5: I said, I think heading in today and in the

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Speaker 5: last couple of weeks, it seems like all of the

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Speaker 5: news has been really negative against Tesla. I think the

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Speaker 5: BYD news today that their sales topped Tesla's sales for

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Speaker 5: the first time I thought was really significant. But again,

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Speaker 5: the stock I'm not a trader, probably for the for

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Speaker 5: the better because of this, But yeah, I think a

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Speaker 5: good day for Tesla despite some of the things that

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Speaker 5: are going on around the company, some of their key markets,

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Speaker 5: and of course their CEO still down.

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Speaker 4: Thirty one percy to date. Yes, wah wah, sorry everybody.

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Speaker 1: Okay, Well, let's go from the roads to the skies.

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Speaker 1: See what's going on with United Airlines an airline I

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Speaker 1: did fly last week and my seat was broken red

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Speaker 1: uh And honestly, shareholders did not get the news about

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Speaker 1: my broken seat, and you set.

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Speaker 4: An extra glass of champagne or something.

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Speaker 1: You know, I did. The flight attendants were amazing, Yeah,

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Speaker 1: and they hooked me up. They felt so bad. There

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Speaker 1: was nothing they could do. And she was like, she

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Speaker 1: was basically like, here's what she did. She was like,

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Speaker 1: she said this loudly too. She's like, you have a choice.

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Speaker 1: You can sit in this seat, or we can delay

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Speaker 1: this flight by six hours because it takes five hours

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Speaker 1: to take the seat out and put a new one in.

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Speaker 2: Wait.

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Speaker 1: Everybody on the plane was like, please.

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Speaker 4: Please wait, can I can I tell you what the

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Speaker 4: other choice was?

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Speaker 5: Can you?

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Speaker 4: Can you share that?

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Speaker 1: And you were so afraid.

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Speaker 4: You've beating up all right, Okay, I'm not going.

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Speaker 3: To go there. Okay, Red over to you tell us

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Speaker 3: about United spun gainer of mine.

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Speaker 5: Yes, despite broken seats and the mid air controversies with Tim,

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Speaker 5: the stocks doing quite well today. It's it's leading game

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Speaker 5: among all a bunch of travel stocks. Again, I think

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Speaker 5: this kind of risk on mood of maybe the consumer

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Speaker 5: is doing a little bit better than people were warning.

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Speaker 5: And you know, it's just two weeks after we got

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Speaker 5: a kind of a string of airlines coming out and

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Speaker 5: saying weaker consumer demand is going to lead our expectations

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Speaker 5: actually lower than we originally thought. So yeah, again, sort

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Speaker 5: of against the run of the news I think is united.

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Speaker 5: Maybe if you were kind of paying attention to some

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Speaker 5: of the smaller corners of the travel industry, you could

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Speaker 5: have seen some signs of this. Carnival actually reported on

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Speaker 5: Friday and they reported results that just blue, I mean,

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Speaker 5: excuse me the pun, the results out of the water,

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Speaker 5: and you know, really handily beat expectations. And that's on

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Speaker 5: mainly two things, really healthy demand and strong on board spending,

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Speaker 5: which I know you guys are well acquainted with when

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Speaker 5: you probably spoke with him this week, And it was

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Speaker 5: interesting on the call, every single analyst their first question was,

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Speaker 5: you know, any signs of demand pullback? And you know

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Speaker 5: he was getting the CEO Josh Wynston at the end

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Speaker 5: of the call is almost like exascerated, just like saying

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Speaker 5: like there's nothing there for them.

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Speaker 1: They know that was a warm up for his interview

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Speaker 1: with us. We kept asking about signs of the consumer too.

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Speaker 3: And just like cheap tas like if you missed that

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Speaker 3: interview with Josh Weinstein, the CEO of Carnival that Tim

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Speaker 3: and I did on Friday.

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Speaker 4: Be sure to check it out there you at Bloomberg

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Speaker 4: dot com or wherever you get your podcast.

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Speaker 1: We only got thirty seconds left read Intuitive Machines, Let's

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Speaker 1: go to the moon. What's up?

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Speaker 5: Intuitive Machines that climbed thirty percent today after earnings. Oh,

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Speaker 5: we're really strong. A lot of that optimism is coming

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Speaker 5: from a twenty two percent growth in their backlog. So

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Speaker 5: Intuitive Machines. The big news coming out of them was

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Speaker 5: their second sort of I don't want to call it

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Speaker 5: failed launched to the Moon, of landing a rover, a

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Speaker 5: lunar module on the Moon. It landed and was able

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Speaker 5: to deploy most of the services that was planned, and

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Speaker 5: but you know, it wasn't perfect, kind of stuck the landing,

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Speaker 5: what have you. So the stock would have been down

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Speaker 5: around sixty percent I think early through the year until

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Speaker 5: today's rally of thirty percent again, because you know, even

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Speaker 5: though they had the negative newsflow once again, they were

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Speaker 5: able to demonstrate no real reason to suspect that the

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Speaker 5: business itself is slowing down.

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Speaker 4: Stock is down almost fifty percent this year.

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Speaker 1: Another there's always next moon.

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Speaker 3: There's Bloomberg news earnings reporter Right Brown on Monday's Stock.

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Speaker 2: Movers, the Stockmovers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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Speaker 2: making news on Wall Street and for the latest market

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Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,

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Speaker 2: the Bloomberg Business app.