WEBVTT - Synopsys Rallies, Moderna Falls, Strategy Slides

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<v Speaker 1>Bloomberg Audio Studios, Podcasts, radio News.

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<v Speaker 2>This is the closing bell on this stock mover's report

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<v Speaker 2>the company's making moves at the close of US trading

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<v Speaker 2>with Carol Masser, Tim Stenovak, Romain Bostik, and Scarlet Fool.

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<v Speaker 3>All right, let's get to some of the individual gainers

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<v Speaker 3>if I may, in today's session, and I'm going to

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<v Speaker 3>go to Old Dominion Freightline, because this one up as

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<v Speaker 3>much as just shy of six percent at its highs today,

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<v Speaker 3>but finishing with a gain of about three point two percent.

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<v Speaker 3>We did see it among the top gainers in the

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<v Speaker 3>S and P five hundred and NASDAQ one hundred today.

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<v Speaker 3>Female Capital Markets raising the recommendation on the truck and

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<v Speaker 3>company to outperform from market perform, saying the company is

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<v Speaker 3>set to quote deliver upside when the freight cycle turns.

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<v Speaker 3>They did the lower their price target to one seventy

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<v Speaker 3>from one seventy two, So just a slight adjustment there,

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<v Speaker 3>still implying about a twenty six percent increase from Friday's close.

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<v Speaker 3>Before this call, stock is still down roughly nineteen percent

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<v Speaker 3>year to date. Got to talk about Synopsis, right, certainly

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<v Speaker 3>a name that is your top gainer in both the

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<v Speaker 3>S and P five hundred and Nasdaq one hundred, finishing

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<v Speaker 3>the day just shy of a five percent gain. Nvidia

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<v Speaker 3>invested in two billion dollars in Synopsis as part of

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<v Speaker 3>a broader engineering and design tie up, according to the company,

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<v Speaker 3>aiming to infuse its AI computing technology into more industries.

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<v Speaker 3>So this new partnership involving integrating and Vidia's tools into

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<v Speaker 3>Synopsis is chip design applications, and the companies will deploy

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<v Speaker 3>AI agents and work on joint marketing, so that circular

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<v Speaker 3>financing or just circular deals. It seems maybe not necessarily

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<v Speaker 3>this one, because I don't think that Synopsis has to

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<v Speaker 3>buy in Vidia chips. But nonetheless it gets not yet right,

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<v Speaker 3>it gets a little bit cozier, all right. Door Dash

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<v Speaker 3>got to mention real quick three point six percent. It

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<v Speaker 3>was a top gainer in the Nasdaq one hundred. This

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<v Speaker 3>after Alfred Lynn, a managing partner of Sequoia Capital Operations,

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<v Speaker 3>the second largest investor in the delivery company, boosted his

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<v Speaker 3>stake in the firm according to a filing on Friday,

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<v Speaker 3>and legged Plat, I have to just mention Lego and Plat.

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<v Speaker 3>I know that's what you chose up sixteen percent today's session.

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<v Speaker 3>I thought that you would like that. I was assuming

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<v Speaker 3>you might annoy me later.

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<v Speaker 2>What do they do?

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<v Speaker 3>What do they do their betting company? Oh yeah, they

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<v Speaker 3>make well, actually they make their supplier to a betting

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<v Speaker 3>to betting company. So Somni Group International proposed to buy

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<v Speaker 3>one of its biggest suppliers, that being Legged and Plat

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<v Speaker 3>and it's an all stock transaction. So yeah, I'm done.

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<v Speaker 4>Bed ding bet bedding, not betting, bed ding, betting, not like.

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<v Speaker 3>Betting, not like betting at the gambling.

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<v Speaker 4>Okay, it kind of took.

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<v Speaker 3>The wind out of my sales. I really thought you

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<v Speaker 3>were going to like that one.

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<v Speaker 4>Romain, she does it for you, Romance.

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<v Speaker 3>Somni Group temper seely Courchas firm dreams betting businesses.

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<v Speaker 4>Romaine's not saying anything. So I'm gonna go the worst

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<v Speaker 4>performer in the S and B five.

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<v Speaker 3>Just a little wounded.

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<v Speaker 4>Morderna down seven percent. Shares of vaccine makers fell after

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<v Speaker 4>vine persad, a top FDA official, set in Amenmo, the

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<v Speaker 4>agency would place new restrictions on which vaccines hit the market.

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<v Speaker 4>The decision as the potential to curtail which vaccines are

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<v Speaker 4>available in medical groups and public health experts have slammed

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<v Speaker 4>the moves to limit vaccine access, saying they could put

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<v Speaker 4>millions of lives at risk. Once again, Maderna down seven

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<v Speaker 4>percent today. Micro Strategy or strategy rather as it's now

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<v Speaker 4>called mstrs the ticker fell only three point three percent,

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<v Speaker 4>and I say only because it was down as much

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<v Speaker 4>as twelve percent. We saw a little buying late in

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<v Speaker 4>the session watching shares of the company on a day

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<v Speaker 4>when we saw heavy selling. A Bitcoin strategy did come

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<v Speaker 4>out and create a one point four billion dollar reserve

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<v Speaker 4>to fund future dividend and interest payments, which will cover

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<v Speaker 4>at least twenty one months of dividend payments. Remember this

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<v Speaker 4>is originally a software company, and the software business doesn't

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<v Speaker 4>generate enough free cash flow to cover the dividend or

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<v Speaker 4>interest payments, and bitcoin doesn't pay a dividend, so the

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<v Speaker 4>question is where would that money come from the company

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<v Speaker 4>shares lump due to concern then it may be forced

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<v Speaker 4>to sell some of its bitcoin holdings if token prices

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<v Speaker 4>continue to fall. And finally, looking at eight hours of

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<v Speaker 4>Airbus today, the planemaker based in Europe down three point

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<v Speaker 4>two percent. The company did reveal a quality issue on

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<v Speaker 4>some fuselage panels of its A three to twenty jetliner,

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<v Speaker 4>just days after flagging a software glitch on about six

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<v Speaker 4>thousand of the jets. This is the workhorse, this is

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<v Speaker 4>the money maker. It's the competitor to the seven thirty seven.

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<v Speaker 4>George Ferguson over at Bloomberg Intelligence told us that the

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<v Speaker 4>company could have a problem meeting earnings goals as a

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<v Speaker 4>result of these challenges, but doesn't think that anyone's can

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<v Speaker 4>actually get out of the line, which extends just around

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<v Speaker 4>a decade to actually get one of these A three twenties,

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<v Speaker 4>So it doesn't see long term impact.

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<v Speaker 1>Let's check in on treasuries, because we did see the

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<v Speaker 1>entire yield curve shift higher on this Monday afternoon. It

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<v Speaker 1>was largely a function first of all, at that that

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<v Speaker 1>sell off that we saw in Japanese debt because of

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<v Speaker 1>concerns about inflation that then sort of fit into the

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<v Speaker 1>US because of concerns about Trump's rumored pick to lead

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<v Speaker 1>the FED, that raise concerns about inflation, and you saw

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<v Speaker 1>those yields move higher. Also, don't forget you got a

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<v Speaker 1>huge deluge of corporate borrowing. That's crowding out some of

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<v Speaker 1>the money that would normally potentially have gone into treasurers.

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<v Speaker 2>This stock mover's report from Bloomberg Radio. Check back with

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