1 00:00:02,520 --> 00:00:07,360 Speaker 1: Bloomberg Audio Studios, podcasts, radio News. 2 00:00:08,560 --> 00:00:12,440 Speaker 2: The Stock Movers Report, your roundup of companies making moves 3 00:00:12,480 --> 00:00:15,880 Speaker 2: in the stock market. Harnessing the power of Bloomberg Data. 4 00:00:16,640 --> 00:00:18,400 Speaker 3: Let's take a look at some stocks on the move 5 00:00:18,720 --> 00:00:22,079 Speaker 3: with us is Bloomberg TV's markets correspondent Normal Linda in 6 00:00:22,160 --> 00:00:25,720 Speaker 3: the house. Let's talk about United Health ticker un H. 7 00:00:25,800 --> 00:00:26,720 Speaker 3: What's going on here? 8 00:00:26,840 --> 00:00:29,640 Speaker 4: While speaking of healthcare, we're looking at shares of United 9 00:00:29,640 --> 00:00:32,560 Speaker 4: Health up about one point eight percent in trading right now. 10 00:00:32,840 --> 00:00:34,640 Speaker 4: But what's really in focus today is the fact that 11 00:00:34,680 --> 00:00:37,479 Speaker 4: a nonprofit advocacy group who's also a shareholder of you 12 00:00:37,560 --> 00:00:40,400 Speaker 4: and AH, they filed a proposal here. Essentially, they're wanting 13 00:00:40,560 --> 00:00:43,800 Speaker 4: them to distinguish between the board chair versus the CEO. 14 00:00:43,920 --> 00:00:47,800 Speaker 4: So currently Stephen Hemsley, he assumes both of these positions here, 15 00:00:47,840 --> 00:00:50,400 Speaker 4: but they're really calling for them to have some sort 16 00:00:50,440 --> 00:00:53,360 Speaker 4: of separation here between who leads the board versus who's 17 00:00:53,400 --> 00:00:56,360 Speaker 4: the CEO. So we are seeing shares kind of reacting 18 00:00:56,400 --> 00:00:57,880 Speaker 4: off of this a little bit. I mean, as you 19 00:00:57,920 --> 00:01:00,640 Speaker 4: think about kind of the advocacy here at his campaign 20 00:01:00,680 --> 00:01:03,800 Speaker 4: in a sense, shares up about one point seven percent. 21 00:01:03,560 --> 00:01:06,920 Speaker 3: So it sounds like they're just looking for stronger leadership structure. 22 00:01:06,959 --> 00:01:09,039 Speaker 3: And you know, remember I feel like years ago and 23 00:01:09,040 --> 00:01:11,559 Speaker 3: maybe was it coming off the financial crisis, you definitely 24 00:01:11,560 --> 00:01:15,280 Speaker 3: saw that separation from share and CEO, thinking that there 25 00:01:15,319 --> 00:01:17,399 Speaker 3: needed to be more of a kind of separation when 26 00:01:17,400 --> 00:01:18,839 Speaker 3: it comes to see the senior leaders. 27 00:01:18,880 --> 00:01:20,600 Speaker 4: And that's what's definitely being underscored here. 28 00:01:21,400 --> 00:01:23,800 Speaker 1: Okay, what's next on your red AARNRA looking. 29 00:01:23,560 --> 00:01:28,080 Speaker 4: At USA rare Earth here that's taking looks are I mean, 30 00:01:28,120 --> 00:01:30,040 Speaker 4: they've been in focused so much today We've been taught 31 00:01:30,360 --> 00:01:33,040 Speaker 4: recently rather with all the stakes that the government's been taking, 32 00:01:33,360 --> 00:01:35,880 Speaker 4: and that's exactly what we're kind of thinking about here. 33 00:01:36,120 --> 00:01:39,480 Speaker 4: So we're looking at shares of USAR up about fourteen percent, 34 00:01:39,880 --> 00:01:42,720 Speaker 4: rising for double digit gains right now. This after CNBC 35 00:01:42,880 --> 00:01:45,440 Speaker 4: reported the fact that the company is in close communication 36 00:01:45,480 --> 00:01:48,200 Speaker 4: with the Trump administration. When the company was asked whether 37 00:01:48,280 --> 00:01:49,560 Speaker 4: or not I'd be open to a deal with the 38 00:01:49,560 --> 00:01:53,680 Speaker 4: Trump administration. As we know MP Materials also it's other 39 00:01:53,760 --> 00:01:57,120 Speaker 4: peer lithium Americas. They already have established stakes here that 40 00:01:57,160 --> 00:01:59,480 Speaker 4: have been agreed upon in regards to the US government. 41 00:01:59,520 --> 00:02:01,440 Speaker 4: We know Trump has really been having you know, a 42 00:02:01,480 --> 00:02:03,720 Speaker 4: field day trying to kind of take stakes in somebody 43 00:02:03,680 --> 00:02:06,280 Speaker 4: these companies like Intel and a few others here. So 44 00:02:06,680 --> 00:02:08,519 Speaker 4: that's what we're looking at right now. Definitely getting a 45 00:02:08,520 --> 00:02:09,760 Speaker 4: boost here which you could share it. 46 00:02:09,800 --> 00:02:12,520 Speaker 3: Can I just say? The stock is up fifty percent 47 00:02:12,639 --> 00:02:14,320 Speaker 3: in the past three trading days. 48 00:02:14,400 --> 00:02:14,920 Speaker 1: Insane? 49 00:02:15,040 --> 00:02:15,280 Speaker 3: Yeah. 50 00:02:15,720 --> 00:02:18,480 Speaker 1: Also, I did not know this, but I'm looking at 51 00:02:18,600 --> 00:02:21,360 Speaker 1: USA Rares because we've spoken to these folks in the past. 52 00:02:21,960 --> 00:02:24,960 Speaker 1: Barbara Hompton, formerly of Siemens, who was on our program 53 00:02:25,040 --> 00:02:27,519 Speaker 1: just a few weeks ago. He was she's now CEO 54 00:02:27,800 --> 00:02:30,720 Speaker 1: of USA Rare Earths. There you go, that change happening 55 00:02:30,760 --> 00:02:33,280 Speaker 1: just days ago. Wow, a lot happening in the past 56 00:02:33,360 --> 00:02:35,720 Speaker 1: couple of days. Shares are of one hundred and twenty 57 00:02:35,720 --> 00:02:38,639 Speaker 1: five percent so far this year. They're having quite the 58 00:02:38,760 --> 00:02:39,760 Speaker 1: year right now. 59 00:02:39,720 --> 00:02:42,880 Speaker 3: Hey, Barbara call us, we need to check in with her, 60 00:02:42,960 --> 00:02:45,200 Speaker 3: all right? One more Rivian tinker r IV. 61 00:02:45,360 --> 00:02:47,840 Speaker 4: Yes, having keeping eyes on automakers a lot in the 62 00:02:47,880 --> 00:02:50,400 Speaker 4: past couple of days here looking at shares of Rivian. 63 00:02:50,440 --> 00:02:52,520 Speaker 4: They are in the right here, down about one point 64 00:02:52,560 --> 00:02:55,120 Speaker 4: three percent in trading and this is take her our 65 00:02:55,200 --> 00:02:58,000 Speaker 4: iv in here. They're planning to redesign a key element 66 00:02:58,040 --> 00:03:01,520 Speaker 4: of the doors of its vehicles after customers really laid 67 00:03:01,520 --> 00:03:05,600 Speaker 4: out concerns, particularly over safety issues involving the car doors 68 00:03:05,639 --> 00:03:08,160 Speaker 4: here specifically with its current design. And of course we 69 00:03:08,200 --> 00:03:10,120 Speaker 4: know this is just a day after the company neroed 70 00:03:10,160 --> 00:03:13,440 Speaker 4: its full year outlook specifically for ev deliveries. So lots 71 00:03:13,520 --> 00:03:16,320 Speaker 4: going on here with Rivian shares up not very much 72 00:03:16,400 --> 00:03:18,920 Speaker 4: here today, up about one tenth of a percent so 73 00:03:19,000 --> 00:03:22,560 Speaker 4: far this year, so interesting to see what action lies ahead. 74 00:03:23,400 --> 00:03:27,440 Speaker 2: This stock Movers report from Bloomberg Radio. Check back with 75 00:03:27,520 --> 00:03:30,079 Speaker 2: us throughout the day for the latest roundup of companies 76 00:03:30,160 --> 00:03:33,239 Speaker 2: making news on Wall Street and for the latest market 77 00:03:33,280 --> 00:03:37,720 Speaker 2: moving headlines. 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