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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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Speaker 2: the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: Let's take a look at some stocks on the move today.

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Speaker 3: I'm Nathan Hager, joined by Bloomberg's Kritti Gupta as investors

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Speaker 3: get ready to return to Wall Street following the weekend events.

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Speaker 4: What's Scott your eye this morning, Critty, Well, good morning, Nathan.

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Speaker 1: We have to digest the geopolitics of the last weekend

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Speaker 1: and where may it may go in the next couple

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Speaker 1: of days.

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Speaker 4: A lot of that's showing up in the oil price.

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Speaker 1: Naturally, you did see Brent crude hire by almost five

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Speaker 1: percent this morning. Earlier in the session has completely paired

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Speaker 1: those gains, but you haven't seen all that steam, all

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Speaker 1: that momentum come out of its equity market kind of

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Speaker 1: read through, and that's where I want to go. Straight

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Speaker 1: to xon Mobile here XOM seeing quite a bit of

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Speaker 1: volume this morning, trading at one hundred and sixteen dollars

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Speaker 1: a share hire by about one point seven percent. Enormous

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Speaker 1: move to the upside there, but again, is it going

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Speaker 1: to get paired back?

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Speaker 4: As we start to see the oil market move get

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Speaker 4: paired back as well.

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Speaker 1: You're seeing a lot of the international names that have

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Speaker 1: that international exposure really seeing a pretty big boost this morning.

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Speaker 1: Chevron is another great example. CVX is your ticker trading

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Speaker 1: just shy. I have a one hundred and fifty two

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Speaker 1: dollars a share, higher by about one point six percent,

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Speaker 1: but again green on the screen for any energy stock

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Speaker 1: out there this morning. In the large cap space, it's

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Speaker 1: a similar story, Nathan, for the industrials, of course, because

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Speaker 1: not only does your political conflict breed some of the

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Speaker 1: bids into defense names, it also is, of course the

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Speaker 1: start of the NATO summit tomorrow in the Hague.

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Speaker 4: This is a really big deal.

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Speaker 1: As we know here in Europe, there's been a massive

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Speaker 1: push to ramp up defense spending, but a lot of

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Speaker 1: the analysis has suggested that seventy to eighty percent of

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Speaker 1: that European defense spend ultimately goes to the defense manufacturers

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Speaker 1: in the United States. So that's why you see names

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Speaker 1: like Raytheon, for example, leading the pack this morning, Hire

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Speaker 1: by one percent, trading at one hundred and forty eight

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Speaker 1: dollars a share. Our TX is your ticker, a similar

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Speaker 1: story for Lockheed Martin as well, although not seeing the

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Speaker 1: same boost to the upside. LMT is your ticker there

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Speaker 1: some volume boosts there, trading about three tens of one

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Speaker 1: percent higher, just shy of four hundred and seventy two

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Speaker 1: dollars a share. And Nathan, this is a stock we

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Speaker 1: don't talk about a lot, but it is seeing again

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Speaker 1: very heavy volume this morning. Looks at some defense contracts

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Speaker 1: maybe coming this way, its way north of Grumman. NOC

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Speaker 1: is your ticker five hundred and two dollars a share

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Speaker 1: for the industrial giant, Hire by about nine tenths of

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Speaker 1: one percent this morning.

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Speaker 4: But Nathan, I can go on and on in the

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Speaker 4: industrial space.

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Speaker 1: If you have any sort of defense exposure, you are

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Speaker 1: catching a bid this morning. So there's lots of green

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Speaker 1: on the screen and energy and defense when it comes

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Speaker 1: to this Macro read through a couple of other names, though,

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Speaker 1: to keep your eye on away from what's going on

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Speaker 1: in the geopolitical environment. Okay, you are seeing a move

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Speaker 1: in a company called FI Serve. This isn't a company

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Speaker 1: I cover very often. FI is your ticker, heavy volume.

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Speaker 1: It actually has the most volume in stocks this morning,

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Speaker 1: Hire by almost six percent jumping reports of a plan

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Speaker 1: to launch a stable coin. So that's the other magic

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Speaker 1: word in this environment, Nathan, Artificial intelligence, defense and the

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Speaker 1: stable coin, because of course we do know that we

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Speaker 1: certainly we've gotten a bit of a green light when

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Speaker 1: it comes to regulation Washington from there. So if I

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Speaker 1: start getting in on that move and getting a pretty

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Speaker 1: big boost off of those reports. Trading at one hundred

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Speaker 1: and seventy three dollars a share, Fi is your ticker.

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Speaker 1: Another one coming on the upside is Door Dash Dash.

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Speaker 4: Again, not a macro story at all.

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Speaker 1: This has to do with the Raymond James standup of

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Speaker 1: approval is raising it to a strong buy a price

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Speaker 1: target of two hundred and sixty dollars a share. Ditor

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Speaker 1: Desh trading at two hundred and twenty six dollars a

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Speaker 1: share right now, marking a move of almost two point

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Speaker 1: seven percent higher, Nathan, So some individual movers alongside the macro.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout today for the latest roundup of companies making

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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