1
00:00:02,520 --> 00:00:07,000
Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

2
00:00:08,640 --> 00:00:13,040
Speaker 2: The Stock Movers podcast your roundup of companies making moves

3
00:00:13,080 --> 00:00:16,480
Speaker 2: in the stock market, harnessing the power of Bloomberg data.

4
00:00:17,880 --> 00:00:22,000
Speaker 3: This podcast is called stock Movers. We roll with Lisa

5
00:00:22,040 --> 00:00:23,320
Speaker 3: Matteo the Stock Movers.

6
00:00:23,320 --> 00:00:23,959
Speaker 4: Lisa, what do you have?

7
00:00:24,239 --> 00:00:24,520
Speaker 1: All Right?

8
00:00:24,560 --> 00:00:26,840
Speaker 5: We're starting with solar stocks because they're really taking a

9
00:00:26,920 --> 00:00:29,320
Speaker 5: hit this morning. The reason why we had the White

10
00:00:29,320 --> 00:00:30,880
Speaker 5: House saying they're going to push the end to those

11
00:00:30,920 --> 00:00:35,479
Speaker 5: clean electricity tax credits up faster than expected. So basically

12
00:00:35,520 --> 00:00:37,720
Speaker 5: he called for new rules that's going to restrict access

13
00:00:37,720 --> 00:00:41,960
Speaker 5: to those tax incentive solar wind projects. One big mover

14
00:00:42,320 --> 00:00:45,000
Speaker 5: sun Run ticker r u n It shares have been

15
00:00:45,000 --> 00:00:47,559
Speaker 5: down as much as seven percent before the bell. But

16
00:00:47,600 --> 00:00:49,400
Speaker 5: if we point out a few others you also have,

17
00:00:49,560 --> 00:00:52,559
Speaker 5: like en Phase Energy for solar solar edge. All of

18
00:00:52,560 --> 00:00:54,800
Speaker 5: those are been taken a hit. Even if we look

19
00:00:54,840 --> 00:00:59,040
Speaker 5: to energy stocks in Europe, Vesta's falling, Semens Energy also

20
00:00:59,080 --> 00:00:59,960
Speaker 5: falling as well.

21
00:00:59,760 --> 00:01:01,280
Speaker 6: Those that stuff works solar.

22
00:01:01,360 --> 00:01:02,960
Speaker 4: And that's exactly like it.

23
00:01:02,840 --> 00:01:04,920
Speaker 6: Is, and it isn't it kind of like I don't know,

24
00:01:05,040 --> 00:01:05,720
Speaker 6: it just seems like.

25
00:01:05,720 --> 00:01:07,920
Speaker 4: When we were younger, it was a complete failure.

26
00:01:08,000 --> 00:01:09,880
Speaker 6: Yeah, I mean there's another way to put it. I

27
00:01:09,880 --> 00:01:12,920
Speaker 6: don't know. Here's my energy pitch. I think we need everything.

28
00:01:13,400 --> 00:01:15,120
Speaker 7: It just seems like there's gonna be so much demands

29
00:01:15,120 --> 00:01:17,520
Speaker 7: in these data centers and whatever all that AI stuff is.

30
00:01:17,920 --> 00:01:20,080
Speaker 7: I mean, I've heard it all on maybe with the

31
00:01:20,120 --> 00:01:21,600
Speaker 7: exception of the dirtiest coal.

32
00:01:21,760 --> 00:01:24,240
Speaker 4: But does solar work today? I mean I don't know.

33
00:01:24,520 --> 00:01:28,000
Speaker 7: I see the panels all over Yeah, I mean Princeton

34
00:01:28,040 --> 00:01:32,480
Speaker 7: Office has a huge solar Okay, Yeah, it's cool, but

35
00:01:32,600 --> 00:01:33,000
Speaker 7: I don't know.

36
00:01:33,200 --> 00:01:34,520
Speaker 6: It just seems like you need everything.

37
00:01:34,560 --> 00:01:37,640
Speaker 3: So just and what's great about the Princeton solar farmers

38
00:01:37,640 --> 00:01:40,760
Speaker 3: They can adjust it so that it's like in Superman

39
00:01:40,920 --> 00:01:44,200
Speaker 3: three where the sun comes in as a fact.

40
00:01:44,440 --> 00:01:47,920
Speaker 4: The Right's next.

41
00:01:48,400 --> 00:01:52,200
Speaker 5: Okay, this story, it has Apple and Meta shares moving

42
00:01:52,240 --> 00:01:54,320
Speaker 5: a little bit slightly this morning. It looks like Meta

43
00:01:54,440 --> 00:01:56,680
Speaker 5: is poaching Apple's top AI.

44
00:01:56,480 --> 00:01:59,400
Speaker 6: Executive money to big, big money.

45
00:01:59,400 --> 00:02:01,680
Speaker 5: That's the thing. Yeah, so they're his top Apple stop

46
00:02:01,760 --> 00:02:04,400
Speaker 5: engineer leaving to join metas new Remember we've been talking

47
00:02:04,400 --> 00:02:07,520
Speaker 5: about the super intelligence group that Mark Zuckerberg has been

48
00:02:07,520 --> 00:02:10,400
Speaker 5: talking about. This guy he joined Apple from Alphabet in

49
00:02:10,400 --> 00:02:14,040
Speaker 5: twenty twenty one, but yeah, and a package apparently reportedly

50
00:02:14,280 --> 00:02:18,679
Speaker 5: worth tens of millions of dollars a year. Mark Zuckerberg

51
00:02:18,720 --> 00:02:21,320
Speaker 5: has been on this hiring spree. You know, he's gotten

52
00:02:21,320 --> 00:02:25,399
Speaker 5: people from you know, Scale, AI Gethub's former CEO. It's

53
00:02:25,440 --> 00:02:27,840
Speaker 5: just another hit, though Apple's been struggling with AI.

54
00:02:27,880 --> 00:02:29,920
Speaker 7: I think it's so funny that these engineering geeks you

55
00:02:29,960 --> 00:02:31,480
Speaker 7: need have twenty seven PhDs.

56
00:02:31,639 --> 00:02:34,720
Speaker 6: You can't understand them. Yet they're getting traded like baseball players. Now,

57
00:02:34,800 --> 00:02:36,679
Speaker 6: it's like, it's amazing. It's amazing.

58
00:02:36,800 --> 00:02:41,680
Speaker 1: How vas no dichotomy, there's engineering excellence. And I'll get

59
00:02:41,760 --> 00:02:45,640
Speaker 1: emails some people that are really struggling with with well

60
00:02:45,680 --> 00:02:49,600
Speaker 1: earned degrees and just can't find where to fit in.

61
00:02:49,440 --> 00:02:52,400
Speaker 6: The new account. Boy, it's just AI on your resume.

62
00:02:52,560 --> 00:02:55,080
Speaker 4: Yeah, well I've done that.

63
00:02:55,160 --> 00:02:56,120
Speaker 5: It hasn't worked for you.

64
00:02:56,160 --> 00:03:00,040
Speaker 4: No, AI, AI go, it's like old McDonald Next.

65
00:03:00,320 --> 00:03:03,280
Speaker 5: All right, are you going on Amazon today for their

66
00:03:03,320 --> 00:03:07,200
Speaker 5: Prime Day? Big day ticker am z N shares about

67
00:03:07,240 --> 00:03:09,399
Speaker 5: about half a percent. It kicks off today, so it's

68
00:03:09,440 --> 00:03:11,440
Speaker 5: four days instead of two days, so this is a

69
00:03:11,480 --> 00:03:14,840
Speaker 5: big stretch for them. BI says it's set to drive

70
00:03:14,880 --> 00:03:18,520
Speaker 5: record sales because it has those deep discounts AI shopping tools.

71
00:03:18,520 --> 00:03:22,040
Speaker 5: It's really promoting those because the younger audiences like them

72
00:03:22,600 --> 00:03:24,840
Speaker 5: fast delivery. But they're trying to say, you know what,

73
00:03:24,960 --> 00:03:27,359
Speaker 5: we can take in some more subscribers. That's a basic

74
00:03:27,400 --> 00:03:28,959
Speaker 5: thing of this, right, They want to bring in more

75
00:03:29,000 --> 00:03:31,920
Speaker 5: Amazon Prime subscribers because you have to be a subscriber

76
00:03:31,919 --> 00:03:34,600
Speaker 5: in order to take part in it. So that's a

77
00:03:34,600 --> 00:03:36,200
Speaker 5: big part of it. But also you think about it,

78
00:03:36,200 --> 00:03:39,440
Speaker 5: they're extending four days. I mean that's more advertising, you know,

79
00:03:39,640 --> 00:03:42,600
Speaker 5: dollars too, which is kind of a smart move for them,

80
00:03:42,960 --> 00:03:44,720
Speaker 5: But it's kicking off today.

81
00:03:44,680 --> 00:03:46,560
Speaker 7: At the point in my life, I'm getting rid of stuff.

82
00:03:46,640 --> 00:03:50,560
Speaker 4: No, look, they're seventy nine ninety nine Amazon Prime. I

83
00:03:50,600 --> 00:03:54,920
Speaker 4: can get the parent page P. Ninety two. Tattoo STENCYL printer.

84
00:03:55,200 --> 00:03:59,800
Speaker 3: Oh, there you go, thermal tattoo printer with tattoo stencil paper,

85
00:04:00,040 --> 00:04:01,440
Speaker 3: impatible for Lisa Matha.

86
00:04:01,600 --> 00:04:03,800
Speaker 5: But it's not AI powered.

87
00:04:04,640 --> 00:04:06,320
Speaker 2: That's next and the print out.

88
00:04:06,360 --> 00:04:08,480
Speaker 4: Here's a picture of an anchor. I can see you

89
00:04:08,520 --> 00:04:10,560
Speaker 4: in an anchor as well.

90
00:04:11,000 --> 00:04:13,600
Speaker 5: But it gives like it's usually like electronics, you know,

91
00:04:13,680 --> 00:04:14,840
Speaker 5: like TVs, things like that.

92
00:04:14,840 --> 00:04:16,560
Speaker 6: Those are the big draws for it.

93
00:04:17,040 --> 00:04:19,320
Speaker 4: Have you ever gone on, I'm like really done.

94
00:04:19,400 --> 00:04:21,680
Speaker 5: You know what my problem is If I do Prime Day,

95
00:04:21,800 --> 00:04:24,320
Speaker 5: then I'm buying things that I don't need, and I'm

96
00:04:24,360 --> 00:04:26,560
Speaker 5: just buying because and I get sucked right.

97
00:04:26,520 --> 00:04:29,040
Speaker 4: Into its like Costco. Right, it's different.

98
00:04:29,200 --> 00:04:31,520
Speaker 5: Right, you go there with a mission and a mission

99
00:04:31,520 --> 00:04:34,120
Speaker 5: when you go into Costco, con see.

100
00:04:34,080 --> 00:04:35,120
Speaker 4: What the Costco touch.

101
00:04:37,040 --> 00:04:41,160
Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

102
00:04:41,240 --> 00:04:44,000
Speaker 2: us throughout the day for the latest roundup of companies

103
00:04:44,040 --> 00:04:47,080
Speaker 2: making news on Wall Street and for the latest market

104
00:04:47,120 --> 00:04:51,479
Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,

105
00:04:51,520 --> 00:04:54,800
Speaker 2: Bloomberg dot com, and on Applecarplay and Android Auto with

106
00:04:54,839 --> 00:04:56,320
Speaker 2: the Bloomberg Business app.