1 00:00:02,520 --> 00:00:10,440 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast, 2 00:00:10,800 --> 00:00:14,040 Speaker 1: your roundup of companies making moves in the stock market, 3 00:00:14,240 --> 00:00:16,480 Speaker 1: harnessing the power of Bloomberg data. 4 00:00:17,440 --> 00:00:19,480 Speaker 2: Let's see where the action is underhood with some of 5 00:00:19,520 --> 00:00:22,840 Speaker 2: the markets on Stocks on the Move today, we're joined 6 00:00:22,880 --> 00:00:25,080 Speaker 2: by Bloomberg's Normal, Linda Norm. What are you looking at? Well, 7 00:00:25,079 --> 00:00:26,840 Speaker 2: there's a couple of names I'm keeping in mind. I'm 8 00:00:26,920 --> 00:00:29,680 Speaker 2: keeping eyes on Amazon. This is actually a big name 9 00:00:29,720 --> 00:00:31,319 Speaker 2: that people are keeping an eye on this morning, and 10 00:00:31,360 --> 00:00:34,080 Speaker 2: that's because the White House is saying that Amazon is 11 00:00:34,159 --> 00:00:37,479 Speaker 2: quote unquote being hostile for saying that it's going to 12 00:00:37,520 --> 00:00:41,080 Speaker 2: actually report how much tariffs are being calculated into the prices. 13 00:00:41,080 --> 00:00:43,360 Speaker 2: So when people go on Amazon, they're going to see 14 00:00:43,600 --> 00:00:45,520 Speaker 2: a product that they're going to purchase, and it's also 15 00:00:45,520 --> 00:00:48,360 Speaker 2: going to additionally show how much of the cost for 16 00:00:48,400 --> 00:00:52,080 Speaker 2: that product is due to tariffs. They're saying. Caroline Levitt, 17 00:00:52,120 --> 00:00:54,560 Speaker 2: she's the White House Press Secretary, she told reporters today 18 00:00:54,600 --> 00:00:57,560 Speaker 2: that this is the hostile and political act by Amazon. 19 00:00:57,600 --> 00:01:01,720 Speaker 2: So we are seeing Amazon shares a touch lower this morning. 20 00:01:02,040 --> 00:01:04,679 Speaker 2: But I'm also keeping an eye on Honeywell, Now, this 21 00:01:04,760 --> 00:01:06,560 Speaker 2: is one of the bigger gainers in the S and 22 00:01:06,600 --> 00:01:09,600 Speaker 2: P five hundred today by a percentage basis. And this 23 00:01:09,640 --> 00:01:11,800 Speaker 2: is after the company lifted its earnings outlook and it 24 00:01:11,840 --> 00:01:13,959 Speaker 2: said that it's going to be shaking off the impact 25 00:01:13,959 --> 00:01:16,200 Speaker 2: of tariffs. I mean, this is a really big deal 26 00:01:16,280 --> 00:01:18,600 Speaker 2: for the sector when we think about aerospace and defense 27 00:01:18,640 --> 00:01:21,800 Speaker 2: companies and just the broader uncertainty about how tariffs are 28 00:01:21,800 --> 00:01:23,880 Speaker 2: really going to play a part in some of these firms. 29 00:01:24,240 --> 00:01:25,720 Speaker 2: But the fact that they were able to raise their 30 00:01:25,720 --> 00:01:28,640 Speaker 2: full guidance for their EPs and also saying that it 31 00:01:28,680 --> 00:01:31,840 Speaker 2: will have offset about five hundred million dollars in tariff 32 00:01:31,880 --> 00:01:35,640 Speaker 2: exposure with their price changes and other actions they're hoping 33 00:01:35,680 --> 00:01:37,520 Speaker 2: to protect their bottom line. So of course this is 34 00:01:37,560 --> 00:01:40,959 Speaker 2: great news for investors here yep. Also the company is 35 00:01:40,959 --> 00:01:44,360 Speaker 2: planning to split into three separate companies, and that multi 36 00:01:44,360 --> 00:01:47,120 Speaker 2: prong approach also helping offset the tariff impact. And wrapping 37 00:01:47,120 --> 00:01:49,400 Speaker 2: it up here with hims and hers health, Yes, him's 38 00:01:49,440 --> 00:01:52,160 Speaker 2: and hers keeping an eye there. We have a stock surging. 39 00:01:52,320 --> 00:01:55,040 Speaker 2: It's up about as much as thirty three percent today. 40 00:01:55,320 --> 00:01:58,680 Speaker 2: This is after a deal to sell Novo Nordisk's wgovy 41 00:01:59,440 --> 00:02:01,400 Speaker 2: at a bar price. We know that hyms and Hers 42 00:02:01,520 --> 00:02:04,880 Speaker 2: is really really great for finding crisis at a decent 43 00:02:05,640 --> 00:02:08,320 Speaker 2: level in terms of a lot of these weight loss drugs. 44 00:02:08,320 --> 00:02:10,519 Speaker 2: But the fact that they're going to be having Nova 45 00:02:10,560 --> 00:02:12,000 Speaker 2: noord this saying that it will sell, that it was 46 00:02:12,080 --> 00:02:15,400 Speaker 2: popular weight loss will GOVI. It's going to be a 47 00:02:15,400 --> 00:02:17,160 Speaker 2: really good thing for the stock. And as we see 48 00:02:17,240 --> 00:02:18,720 Speaker 2: it is benefiting off of that. And if you look 49 00:02:18,720 --> 00:02:20,520 Speaker 2: at Hymns and Hers on a year at eight scale 50 00:02:20,600 --> 00:02:23,519 Speaker 2: of about forty nine percent so far this year, so 51 00:02:23,639 --> 00:02:24,480 Speaker 2: great news for the stock. 52 00:02:25,600 --> 00:02:29,720 Speaker 1: The Stock Movers podcast from Bloomberg Radio. Check back with 53 00:02:29,800 --> 00:02:32,560 Speaker 1: us throughout the day for the latest roundup of companies 54 00:02:32,600 --> 00:02:35,639 Speaker 1: making news on Wall Street and for the latest market 55 00:02:35,680 --> 00:02:40,079 Speaker 1: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube, 56 00:02:40,080 --> 00:02:43,360 Speaker 1: Bloomberg dot com, and on Applecarplay and Android Auto with 57 00:02:43,400 --> 00:02:44,880 Speaker 1: the Bloomberg Business app.