WEBVTT - 050625_10am_Stock Movers_FINAL

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The Stock Movers podcast, your roundup of companies making moves

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<v Speaker 2>in the stock market, harnessing the power of Bloomberg Data.

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<v Speaker 1>Let's take a look at some of the stock movers today.

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<v Speaker 1>I'm Alex Steel alongside Paul Sweeney, and we're joined now

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<v Speaker 1>by Bloomberg's Isabelle Lee Is.

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<v Speaker 2>Well, what are you looking at?

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<v Speaker 1>We're looking at Palenteers shares are edging lower by fourteen percent.

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<v Speaker 1>That's the most sense at least made twenty twenty four.

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<v Speaker 1>So palunder dropped after earnings. Has always failed to live

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<v Speaker 1>up to investors' loftiest expectations. That as always part isn't Palenteer,

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<v Speaker 1>but the fact that investors just keep on wanting more

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<v Speaker 1>and more and pounter really was the one that powered

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<v Speaker 1>the S and P through much of its gains this year.

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<v Speaker 1>So the company described rising demand for AI software as

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<v Speaker 1>quote ravenous whirlwind, and it bumped twenty twenty five revenue forecasts,

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<v Speaker 1>representing thirty six percent growth. So the company's growth was

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<v Speaker 1>strong in the US, but enthusiasm was tepid in the

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<v Speaker 1>rest of the world, which actually constitutes just one third

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<v Speaker 1>of that's so this concerned analyst and this was really

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<v Speaker 1>striking to me because it's just less than one third

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<v Speaker 1>we have Bloomberg Intelligence saying even with all the good news,

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<v Speaker 1>it just wasn't enough to sustain the evaluation going forward.

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<v Speaker 1>Vital Knowledge said that the report shows strong upside, although

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<v Speaker 1>expectations were quite frosty. So Palenter, as we know, was

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<v Speaker 1>co founded by Peter Steele. It's best known for its

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<v Speaker 1>military work and intelligence agency. So surprising, Yeah, it stocks

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<v Speaker 1>of forty percent to date, that three hundred and twenty

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<v Speaker 1>percent of the betrailing twelve months. So a little bit

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<v Speaker 1>of a give back was not surprising.

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<v Speaker 2>I guess what us we have Ford?

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<v Speaker 1>So this is also it has mixed messaging. So Ford

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<v Speaker 1>is edging higher by two percent. The company reported first

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<v Speaker 1>quarter profit that beat expectations, but it also suspended its

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<v Speaker 1>full year guidance, just like a long list of companies

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<v Speaker 1>of course, because of Trump's tariffs, and Ford joins its rivals.

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<v Speaker 1>Really that's going to be stung by global trade policies.

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<v Speaker 1>And Ford said that expects the levies to reduce twenty

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<v Speaker 1>twenty five adjusted earnest before interest and taxes, and it

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<v Speaker 1>gave a number it expects that to reduce its impact

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<v Speaker 1>to two point five Billindahl. So this is why I

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<v Speaker 1>think it's not as down because we have Jeffrey saying

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<v Speaker 1>that we felt management handled the public call better than

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<v Speaker 1>previous events, by Barclay saying that okay, well, guidance is pulled,

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<v Speaker 1>there's favoral cost commentary, and they expect that they will

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<v Speaker 1>have more clarity in the years to come, in the

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<v Speaker 1>months to come, and Ford did say that they plan

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<v Speaker 1>to provide an updated outlook when it reports its next earnings.

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<v Speaker 1>I mean there's always the trade too, like is it

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<v Speaker 1>just already baked in?

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<v Speaker 2>Right? Is the bad news baked in?

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<v Speaker 1>Or it's not as bad as potentially expected? All right?

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<v Speaker 1>Last step, what are you looking at Constellation right? Constellation Energy?

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<v Speaker 1>Definitely it's edging higher by almost eight percent. So we

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<v Speaker 1>have the SOCC reporting adjusted provident ebit that that fell

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<v Speaker 1>short of expectations, but the company maintained its full year

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<v Speaker 1>profit guidance. So I think that's really what's boosing investors.

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<v Speaker 1>And the midpoint of the outlook is missing the average estimates.

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<v Speaker 1>But still we have Blueberg Intelligence saying that the group's

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<v Speaker 1>performance will likely hinge on outlook for data centers, and

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<v Speaker 1>in April b I wrote that Constellation controls more than

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<v Speaker 1>twenty percent of US nuclear capacity, and they're going to

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<v Speaker 1>be one of the biggest beneficiaries of the inflation reduction.

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<v Speaker 1>I Think.

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<v Speaker 2>The Stockmovers podcast from Bloomberg Radio. Check back with us

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<v Speaker 2>throughout the day for the latest roundup of companies making

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<v Speaker 2>news on Wall Street and for the latest market moving headlines.

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