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

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

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

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Speaker 3: I'm Tim Steinbeck along with Carold Master. Let's take a

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Speaker 3: look at some stocks on the move this week. Red

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Speaker 3: Brown is Bloomberg News Earnings reporter read. You've had a

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Speaker 3: lot to choose from.

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Speaker 4: Yeah, it's it's like gues it's my turn to kind

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Speaker 4: of interpret how some of these headlines. So many headlines

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Speaker 4: that we're getting are kind of impacting some of the markets.

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Speaker 4: One of the kind of the one that's probably top

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Speaker 4: of mind for a lot of people's oil field service providers.

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Speaker 4: Haliburton up thirteen percent this week, in point five percent today.

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Speaker 4: Prior to this week, the stock was actually down around

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Speaker 4: twenty four percent for the year, so really has kind

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Speaker 4: of swung positive on a lot of the headlines that

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Speaker 4: we're getting. Out of the Middle East oil prices jumped

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Speaker 4: eight percent today the most twenty twenty two, twenty twenty

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Speaker 4: excuse me, and yeah, so you know, analysts are trying

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Speaker 4: to kind of digest in. Traders as well, are in

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Speaker 4: a little bit of a shoot. First ask questions later

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Speaker 4: as a lot of kind of people are reacting to

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Speaker 4: these headlines, so quite a complicated situation. A lot of

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Speaker 4: other names up in the top ten, APA Corps, Phillips, Numont, Diamondback,

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Speaker 4: eog all within the top ten gainers for the week.

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Speaker 1: Wow, yeah, right, and so much of it because of

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Speaker 1: what happened today, exactly, no doubt about it.

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Speaker 3: I think it was the only sector in the S

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Speaker 3: and P five hundred on Friday that was in the green.

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Speaker 3: Is that right?

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Speaker 1: I think you're absolutely right. There's eleven major industry groups

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Speaker 1: and I think was the energy group on Friday were

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Speaker 1: that you saw some outperformance and we understand why. Let's

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Speaker 1: get to Smuckers.

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Speaker 4: Yes, Smuckers tickers SJM that stocks actually down around thirty

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Speaker 4: percent this week and actually erased all of its gains

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Speaker 4: for the year. That had to do to its earnings

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Speaker 4: that had on Wednesday had one of the worst performances

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Speaker 4: in close to thirty years. After that report came out

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Speaker 4: where the company warned that higher coffee prices will be

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Speaker 4: making a precing, if an impact on their earnings this year,

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Speaker 4: they lowered their earnings per share outlook by a dollar

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Speaker 4: to nine point five dollars per share now, and that's

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Speaker 4: that's to account for how tariffs are impacting the coffee

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Speaker 4: supply chains. It's not really a name that I kind

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Speaker 4: of associate with with coffee really, but they do have

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Speaker 4: They do own the Folders brands, and I think that's

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Speaker 4: probably one we're all familiar with.

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Speaker 2: And what everybody hold on.

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Speaker 1: Wait, everybody's been dissing it, like at your grandmother's coffee.

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Speaker 1: I like Folders, Okay, right, it's kind of easy.

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Speaker 2: I drank a lot.

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Speaker 3: Why are we not talking about Cafe Bustello. That's a

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Speaker 3: brand that Folders also owns. And I will say about

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Speaker 3: you know, yours twelve to fifteen years ago in Brooklyn,

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Speaker 3: that was like the hipster coffee to have. But I

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Speaker 3: guess I don't know.

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Speaker 4: I would have never You would have never struck me

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Speaker 4: as a hipster too.

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Speaker 3: No, I'm not saying I'm a hipster or I was

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Speaker 3: a hipster. It was something I noticed.

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Speaker 4: He's just a good reporter.

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Speaker 1: Whatdy's a little snap, I'm just coffee. Yeah, yeah, I

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Speaker 1: thought he was like such as like mellow dude coffee

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Speaker 1: little day now that he spends like hours in the

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Speaker 1: morning the perfect cup of coffee and that you won't

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Speaker 1: have any more.

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Speaker 3: Coffee, no coffee for the rest of the day. This one,

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Speaker 3: this one perfect.

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Speaker 1: Little angels come in and they bring in the beans.

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Speaker 3: It's really great.

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Speaker 1: See.

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Speaker 4: I mean I'm like taking it intravenously upstairs. So I

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Speaker 4: think I got a better relationship than I do.

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Speaker 3: It is good to cut back a little bit. I

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Speaker 3: will say, I'm not there yet and just focus.

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Speaker 4: Yeah, I think after weeks like this, I'm not ready

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Speaker 4: to cut back on the one coffee.

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Speaker 3: So we'll speaking of that. We got another one, Oracle.

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Speaker 4: Yeah, Oracle best performing stock in the S and P

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Speaker 4: five hundred this week, up on absolute tear, up twenty

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Speaker 4: three percent this week, and shares are up less than

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Speaker 4: ten percent now the closer to thirty for the year.

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Speaker 4: And I'll be honest, I was kind of after like

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Speaker 4: this earning season seems we've got a lot of neutral

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Speaker 4: reports from the kind of like the mount rush more

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Speaker 4: of AI companies, if you will. So I wasn't didn't

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Speaker 4: have huge kind of expectations heading in, but you know,

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Speaker 4: management was super bullish about their expectations for the next

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Speaker 4: fiscal year. They say earning the sales will be dramatically higher.

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Speaker 4: This that's a quote from the CEO during their they're

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Speaker 4: calling out, uh, the their sales are actually be accelerating,

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Speaker 4: So that's not something you know, Nvidia and Broadcom could

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Speaker 4: kind of kind of boast to at the moment. So yeah,

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Speaker 4: so really really strong and optimistic view from Oracle for

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Speaker 4: that business that they use to kind of rent out

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Speaker 4: computing space to the AI players. And just for some context,

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Speaker 4: their sales grew eight percent and fiscal year twenty twenty five,

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Speaker 4: which ended in May, expected to accelerate to sixteen percent

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Speaker 4: in this next fiscal year.

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Speaker 1: Stocks up like seventy percent since April twenty first, I'm

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Speaker 1: like blown away.

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Speaker 4: Yeah yeah, no, I mean it's been, like you said,

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Speaker 4: on absolute tear so and given what they've just said yesterday,

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Speaker 4: doesn't look like it will be ending anytime soon.

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Speaker 2: The Stock Movers 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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