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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Mover's Report,

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Speaker 1: your roundup of companies making moves in the stock market.

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Speaker 1: Harnessing the power of Bloomberg data.

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Speaker 2: We just look at the stock movers, some stocks while

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Speaker 2: they're on the move today. Joining us Bloomberg's Lisa Mantel,

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Speaker 2: All right.

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Speaker 3: Good morning. So we're starting with Walmart.

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Speaker 4: They're shared, right, have been up as much as two percent,

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Speaker 4: but they're recently actually starting to fall down about two

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Speaker 4: tens percent, three tens of percent. It reported solid sales

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Speaker 4: earnings growth, but it did give this warning that Tariff's

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Speaker 4: economic uncertainty, which we've heard a lot of that will

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Speaker 4: eventually lead them to increase their prices.

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Speaker 3: It just said they can't absorb the course costs anymore.

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Speaker 4: I mean they're known for, remember Walmart falling prices, but

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Speaker 4: now they might have to raise them.

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Speaker 3: People are always looking to what the CEO says.

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Speaker 4: So the CEO, Doug McMillan, he said that transaction growth

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Speaker 4: slowed from a year ago. Sales were a little choppy. Grocery, pharmacy,

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Speaker 4: that's yeah, but the general merchandise is slipping, which we've heard.

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Speaker 4: The grocery has done you know really well in the past.

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Speaker 4: But a lot of consumer facing companies like Pctor and

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Speaker 4: gamble craft times they slash their annual outlook. But Walmart

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Speaker 4: really set in the stage for what's ahead because you

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Speaker 4: have home Depot coming up, you have Target coming up

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Speaker 4: as well as.

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Speaker 1: Far as Walmart can't race or if they're a little

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Speaker 1: bit cautious about raising prices, what does that mean for

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Speaker 1: all the other or.

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Speaker 2: Because this is the heart of the manner folks, every

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Speaker 2: single conversation we have, they go to small business.

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Speaker 3: Yeah, one hundred percent yep.

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Speaker 2: And I don't know how. I don't know any small

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Speaker 2: business survives us. I just simply don't understand. What else.

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Speaker 2: It's a busy day.

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Speaker 4: What do you do?

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Speaker 3: It is? Okay?

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Speaker 4: So United Health right been talking about them, what a

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Speaker 4: roller coaster. At one day shares were down right eighteen percent.

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Speaker 4: Next day they're higher before their bell they're off, They're

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Speaker 4: down as much as seven percent. The reason why, Yeah,

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Speaker 4: this latest report, it's under criminal investigation for a possible

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Speaker 4: medicare fraud. You had the Wall Street Journal saying that

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Speaker 4: the Justice Department is looking to its Medicare advantage business

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Speaker 4: since at least last summer United hell says they have

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Speaker 4: not been contacted by the DOJ Joe.

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Speaker 3: Just want to put that out there. But it's just

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Speaker 3: been a rough week. You know.

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Speaker 4: They had the surprising replacement of their CEO suspended twenty

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Speaker 4: twenty five guidance. So this is like just another hit

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Speaker 4: for United Health.

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Speaker 3: All right, interesting Footlocker, we got some M and A news.

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Speaker 4: Yeah, okay, so their SHARE's a bit on more than

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Speaker 4: eighty percent.

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Speaker 3: I know, you like the M and A news. There

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Speaker 3: you go.

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Speaker 4: So Dick's Sporting Goods actually agree to buy them equity

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Speaker 4: value two point four billion dollars. It's a big move though,

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Speaker 4: especially for Dix, because it makes them this global powerhouse, right,

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Speaker 4: Dix was mortally located in the US. It also gives

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Speaker 4: them a greater combination of customers because they bring in

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Speaker 4: the performance focused athletes, right. But Footlocker brings in those sneakerheads, right,

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Speaker 4: So that's the difference. So they get to have more customers.

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Speaker 4: Dix also has the sports equipment. I know because a

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Speaker 4: lot of my money goes to the stain.

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Speaker 2: It's a stupids sneakers its stores try.

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Speaker 3: Oh yes, yeah, you want to go.

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Speaker 4: And try Yes, that's the whole thing and then you

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Speaker 4: sashe up and down the store.

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Speaker 1: And like anchor stores and malls.

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Speaker 4: I mean there's some of the seat our investment bankers

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Speaker 4: goldmu Sack's advising, Dick's ever Core advised a foot locker

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Speaker 4: scatting walked to lift in all the big.

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Speaker 2: Firms mateo the amounting time, Yes, exactly.

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Speaker 1: She knows what's going on.

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Speaker 4: I'm telling you last sixco systems, I want to point

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Speaker 4: them out quickly. The largest seller networking gear, right, their

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Speaker 4: shares have been up about two three percent before the bell.

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Speaker 4: Solid forecast for revenue in the corner. It's really benefiting

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Speaker 4: from the demand for systems using AI technology. Corporations, cloud

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Speaker 4: computing providers really expanding their networks.

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Speaker 3: But what the outlook shows is that spending will continue.

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Speaker 4: Even some larger companies like Microsoft are starting to pull back,

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Speaker 4: you know, from different projects.

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Speaker 3: So some corporations even holding off on.

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Speaker 4: Spending, but the forecast shows it's spending will continue. Also

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Speaker 4: announced some executive changes too, new CFO and president chief up.

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Speaker 1: The Stockmover's report from Bloomberg Radio. Check back with us

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Speaker 1: throughout the day for the latest roundup of companies making

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Speaker 1: news on Wall Street and for the latest market moving headlines.

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