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

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Speaker 2: This is the closing bell on this stock mover's report.

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Speaker 2: The company's making moves at the close of US trading

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Speaker 2: with Carol Masser, Tim Stenebeck, Romain, Bostick, and Scarlet fo

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Speaker 2: the S and.

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Speaker 1: P five hundred on Friday, you had about four hundred

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Speaker 1: stocks in that index rise on Friday. About four hundred

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Speaker 1: fell today. That pushes the index down twenty eight points,

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Speaker 1: or four tenths of one percent, the NASAC Composite down

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Speaker 1: two tens of one percent, and the Russell two thousand

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Speaker 1: closing out the day lower by about one percent.

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Speaker 3: On the nose, I think Romaine just took my line.

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Speaker 3: That's okay, Romaine. One hundred and one stocks did move higher. Sorry,

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Speaker 3: in the essent five hundred. He probably practiced for four

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Speaker 3: hundred stockstick. You know what I tell you, guys, I

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Speaker 3: heard from Carol today.

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Speaker 2: Oh what you say?

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Speaker 3: She's doing great.

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Speaker 4: Think I'm doing great.

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Speaker 3: She's having a great vacation. Okay, So I just want

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Speaker 3: to let you know, sure, all right, there are signs

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Speaker 3: of life. Okay, all right, good, Yeah, four hundred stocks

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Speaker 3: did decline. One hundred stocks did move higher in the

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Speaker 3: s and P five hundred.

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Speaker 4: All right, let's take a look at the sector breakdown here.

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Speaker 4: Not a lot of green on the circle. The circle

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Speaker 4: mostly red today, and you can see tech looks particularly angry.

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Speaker 4: That is a big decliner here. What didn't do okay today?

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Speaker 4: Communication services? We know that Alphabet had an okay day.

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Speaker 4: You also had the energy sector managing to go a

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Speaker 4: little bit green here, but definitely when it comes to

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Speaker 4: the sector level, a lot of declines to fishes from.

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Speaker 1: Did you say that's the tech sector was angry?

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Speaker 4: Yeah, look at it, it's dark red.

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Speaker 3: If you're short at the market, though.

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Speaker 4: Some very happy bears today.

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Speaker 3: You could be okay, Hey, I want to start with

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Speaker 3: fertilizer stocks today. Did manage to find a few stocks

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Speaker 3: in the green. Had to go outside of the US

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Speaker 3: for a couple of them, though one point eight percent

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Speaker 3: to the upside for the Mosaic company. We did see

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Speaker 3: fertilizer stocks rise today after the usgs IS draft of

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Speaker 3: mineral commodities to be included in the twenty twenty five

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Speaker 3: list of critical Minerals included potash. This according to a

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Speaker 3: notice in the Federal Register. Minerals listed include aluminum, cobalt, copper,

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Speaker 3: silicon and more. Also, did you see the news earlier today?

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Speaker 3: A lot of deal news today. We spoke with Leanna

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Speaker 3: Baker from the deal's team earlier a merger Monday, A

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Speaker 3: deals Monday, call it what you will, some information about

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Speaker 3: Puma coming out. Puma shares rose as much as twenty

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Speaker 3: percent earlier in the session. These ADRs finished the day

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Speaker 3: hire by close to fifteen percent. This is the most

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Speaker 3: going back to October of twenty twenty October two thousand

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Speaker 3: and one, after Bloomberg News reported that the billionaire Panaut

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Speaker 3: family is weighing options for the sportswear company, including a sale.

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Speaker 3: The Pano clan owns about twenty nine percent of Puma

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Speaker 3: through their Artemis vehicle. The family is working with advisors

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Speaker 3: and has reached out to potential buyers to gauge your interest.

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Speaker 3: According to people familiar with the matter and another ADR

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Speaker 3: on the rise today shares a JdE Pets Today. ADRs

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Speaker 3: of JdE Pets Today hired today by close to seventeen percent.

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Speaker 3: Craig doctor Pepper agreed to buy JD. Pete's for about

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Speaker 3: eighteen point four billion dollars to bolster its struggling coffee business.

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Speaker 3: You may remember that there was this takeover of soda

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Speaker 3: maker Doctor Pepper by Curriig back in twenty eighteen. This

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Speaker 3: essentially undoes that transaction.

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Speaker 1: I was about to ask you when they tied it up.

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Speaker 1: I mean, that wasn't that long ago.

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Speaker 3: It wasn't that long ago. That was when that was

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Speaker 3: when the whole idea with JB Holdings, you know, which

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Speaker 3: is controlled by that one German family. Their idea was,

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Speaker 3: if we can control all the coffee at these different

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Speaker 3: you know, various firms, including Prett I think they had

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Speaker 3: a big share of Krispy Kreme as well, Canara as well.

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Speaker 3: I mean they were but a lot has changed since then,

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Speaker 3: including coffee prices have gone up and there've been tariff concerns.

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Speaker 3: So yeah, there have been some issues.

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Speaker 5: Well, interestingly, if we look at the other side of

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Speaker 5: the coin, I've got some decliners for us to take

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Speaker 5: a look at, and one of them is, of course,

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Speaker 5: with the story that Tim has just been talking about. Here,

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Speaker 5: let's look at shares of Curig Doctor Pepper that's ticker

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Speaker 5: KDP here, and this we are seeing the stock that

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Speaker 5: closed down about eleven percent in trading today. It was

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Speaker 5: the worst performing stock in the S and P five hundred,

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Speaker 5: and of course we know this is after that deal

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Speaker 5: that we were just talking about, eighteen point four billion

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Speaker 5: dollar deal to buy JDEP. It seems as though investors

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Speaker 5: on the Curig doctor Pepper side not too happy. Shares

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Speaker 5: are down about three percent year today. I also want

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Speaker 5: to take a look at some furniture stocks. I mean,

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Speaker 5: of course, we know tariff headlines continue to fly. And here,

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Speaker 5: of course, we know that a lot of these furniture

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Speaker 5: related companies like our AH for instance, falling Wayfair down

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Speaker 5: a lot of those other companies that are all related

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Speaker 5: to the fact that Trump announced a major tariff investigation

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Speaker 5: on furniture coming into the US, and this is, of course,

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Speaker 5: is weighing out a lot of those companies. Shares of

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Speaker 5: RH down about forty one percent. Wayfair on the other hand,

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Speaker 5: up about sixty five percent. Investors really just still trying

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Speaker 5: to digest what's going on here and what that means

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Speaker 5: for the sector moving forward. But another company's look let's

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Speaker 5: look into right now now, that is American Eagle. This

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Speaker 5: has nothing to do with Sydney Sweeney this time, of course,

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Speaker 5: but this is the company is sliding today especially after

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Speaker 5: Bank of America cut its recommendation on the stock to

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Speaker 5: underperform from neutral. They're really pointing toward tear off pressures

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Speaker 5: on profitability, which we know has really been and focus

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Speaker 5: for a lot of these retailers as we think about

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Speaker 5: clothing companies and what that means in terms of whether

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Speaker 5: or not they're going to actually have to pass on

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Speaker 5: the tear off prices onto consumers here. But if you

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Speaker 5: look at the stock of American Eagle, it seems as

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Speaker 5: that the majority of Wall Street is really advising that

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Speaker 5: traders hold onto the stock. One analyst has a by rating,

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Speaker 5: eight have a hold, and three of us sell shares

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Speaker 5: are down about twenty five percent year to date.

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Speaker 1: And I just want to put an honorable mention too

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Speaker 1: a fig as a tick or pigma. Of course, coming

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Speaker 1: off that IPO analyst coverage started today, you had eight

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Speaker 1: notes out today and seven of them were for neutral equivalent,

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Speaker 1: So not a lot of bullishness on this stock. Seven

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Speaker 1: holds right now and three buys. Let's take a quick

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Speaker 1: check on yields right now, because we did talk to

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Speaker 1: see some movement across the curve, primarily to the upside,

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Speaker 1: which sort of belies what we saw last week coming

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Speaker 1: off of Jpialle's speech here about a lot of this

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Speaker 1: does have to do with a pretty heavy auction slate

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Speaker 1: over the next few days. About one hundred and eighty

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Speaker 1: three billion dollars of treasury slated to go on sale

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Speaker 1: started tomorrow two five and seven year notes. And as

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Speaker 1: Steve Saschenek was telling us on the TV program Katie

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Speaker 1: just a second ago, this, of course, that big PCE

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Speaker 1: report on Friday that might be giving some bond investors pause.

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Speaker 2: This stock mover's report 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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