WEBVTT - Sunrun Leads Renewables Lower; Meta's AI Win; Tesla Higher

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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 3>This podcast is called stock Movers. We roll with Lisa

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<v Speaker 3>Matteo the Stock Movers.

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<v Speaker 4>Lisa, what do you have?

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<v Speaker 1>All Right?

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<v Speaker 5>We're starting with solar stocks because they're really taking a

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<v Speaker 5>hit this morning. The reason why we had the White

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<v Speaker 5>House saying they're going to push the end to those

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<v Speaker 5>clean electricity tax credits up faster than expected. So basically

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<v Speaker 5>he called for new rules that's going to restrict access

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<v Speaker 5>to those tax incentive solar wind projects. One big mover

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<v Speaker 5>sun Run ticker r u n It shares have been

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<v Speaker 5>down as much as seven percent before the bell. But

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<v Speaker 5>if we point out a few others you also have,

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<v Speaker 5>like en Phase Energy for solar solar edge. All of

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<v Speaker 5>those are been taken a hit. Even if we look

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<v Speaker 5>to energy stocks in Europe, Vesta's falling, Semens Energy also

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<v Speaker 5>falling as well.

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<v Speaker 6>Those that stuff works solar.

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<v Speaker 4>And that's exactly like it.

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<v Speaker 6>Is, and it isn't it kind of like I don't know,

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<v Speaker 6>it just seems like.

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<v Speaker 4>When we were younger, it was a complete failure.

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<v Speaker 6>Yeah, I mean there's another way to put it. I

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<v Speaker 6>don't know. Here's my energy pitch. I think we need everything.

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<v Speaker 7>It just seems like there's gonna be so much demands

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<v Speaker 7>in these data centers and whatever all that AI stuff is.

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<v Speaker 7>I mean, I've heard it all on maybe with the

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<v Speaker 7>exception of the dirtiest coal.

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<v Speaker 4>But does solar work today? I mean I don't know.

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<v Speaker 7>I see the panels all over Yeah, I mean Princeton

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<v Speaker 7>Office has a huge solar Okay, Yeah, it's cool, but

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<v Speaker 7>I don't know.

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<v Speaker 6>It just seems like you need everything.

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<v Speaker 3>So just and what's great about the Princeton solar farmers

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<v Speaker 3>They can adjust it so that it's like in Superman

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<v Speaker 3>three where the sun comes in as a fact.

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<v Speaker 4>The Right's next.

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<v Speaker 5>Okay, this story, it has Apple and Meta shares moving

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<v Speaker 5>a little bit slightly this morning. It looks like Meta

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<v Speaker 5>is poaching Apple's top AI.

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<v Speaker 6>Executive money to big, big money.

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<v Speaker 5>That's the thing. Yeah, so they're his top Apple stop

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<v Speaker 5>engineer leaving to join metas new Remember we've been talking

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<v Speaker 5>about the super intelligence group that Mark Zuckerberg has been

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<v Speaker 5>talking about. This guy he joined Apple from Alphabet in

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<v Speaker 5>twenty twenty one, but yeah, and a package apparently reportedly

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<v Speaker 5>worth tens of millions of dollars a year. Mark Zuckerberg

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<v Speaker 5>has been on this hiring spree. You know, he's gotten

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<v Speaker 5>people from you know, Scale, AI Gethub's former CEO. It's

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<v Speaker 5>just another hit, though Apple's been struggling with AI.

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<v Speaker 7>I think it's so funny that these engineering geeks you

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<v Speaker 7>need have twenty seven PhDs.

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<v Speaker 6>You can't understand them. Yet they're getting traded like baseball players. Now,

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<v Speaker 6>it's like, it's amazing. It's amazing.

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<v Speaker 1>How vas no dichotomy, there's engineering excellence. And I'll get

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<v Speaker 1>emails some people that are really struggling with with well

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<v Speaker 1>earned degrees and just can't find where to fit in.

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<v Speaker 6>The new account. Boy, it's just AI on your resume.

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<v Speaker 4>Yeah, well I've done that.

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<v Speaker 5>It hasn't worked for you.

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<v Speaker 4>No, AI, AI go, it's like old McDonald Next.

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<v Speaker 5>All right, are you going on Amazon today for their

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<v Speaker 5>Prime Day? Big day ticker am z N shares about

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<v Speaker 5>about half a percent. It kicks off today, so it's

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<v Speaker 5>four days instead of two days, so this is a

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<v Speaker 5>big stretch for them. BI says it's set to drive

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<v Speaker 5>record sales because it has those deep discounts AI shopping tools.

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<v Speaker 5>It's really promoting those because the younger audiences like them

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<v Speaker 5>fast delivery. But they're trying to say, you know what,

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<v Speaker 5>we can take in some more subscribers. That's a basic

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<v Speaker 5>thing of this, right, They want to bring in more

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<v Speaker 5>Amazon Prime subscribers because you have to be a subscriber

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<v Speaker 5>in order to take part in it. So that's a

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<v Speaker 5>big part of it. But also you think about it,

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<v Speaker 5>they're extending four days. I mean that's more advertising, you know,

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<v Speaker 5>dollars too, which is kind of a smart move for them,

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<v Speaker 5>But it's kicking off today.

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<v Speaker 7>At the point in my life, I'm getting rid of stuff.

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<v Speaker 4>No, look, they're seventy nine ninety nine Amazon Prime. I

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<v Speaker 4>can get the parent page P. Ninety two. Tattoo STENCYL printer.

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<v Speaker 3>Oh, there you go, thermal tattoo printer with tattoo stencil paper,

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<v Speaker 3>impatible for Lisa Matha.

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<v Speaker 5>But it's not AI powered.

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<v Speaker 2>That's next and the print out.

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<v Speaker 4>Here's a picture of an anchor. I can see you

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<v Speaker 4>in an anchor as well.

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<v Speaker 5>But it gives like it's usually like electronics, you know,

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<v Speaker 5>like TVs, things like that.

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<v Speaker 6>Those are the big draws for it.

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<v Speaker 4>Have you ever gone on, I'm like really done.

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<v Speaker 5>You know what my problem is If I do Prime Day,

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<v Speaker 5>then I'm buying things that I don't need, and I'm

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<v Speaker 5>just buying because and I get sucked right.

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<v Speaker 4>Into its like Costco. Right, it's different.

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<v Speaker 5>Right, you go there with a mission and a mission

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<v Speaker 5>when you go into Costco, con see.

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<v Speaker 4>What the Costco touch.

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<v Speaker 2>The Stock Movers podcast from Bloomberg Radio. Check back with

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