1 00:00:02,520 --> 00:00:09,960 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers Report, 2 00:00:10,280 --> 00:00:13,440 Speaker 1: your roundup of companies making moves in the stock market, 3 00:00:13,680 --> 00:00:17,480 Speaker 1: harnessing the power of Bloomberg Data. Let's take a look 4 00:00:17,480 --> 00:00:20,040 Speaker 1: at some stocks on the move today. I'm Tom Keane 5 00:00:20,120 --> 00:00:22,920 Speaker 1: with David Gura and Bloomberg's Lisa Monteo. 6 00:00:23,480 --> 00:00:25,920 Speaker 2: Lisa, quickly, here a selected stock. 7 00:00:26,000 --> 00:00:27,120 Speaker 1: Look, you got it. 8 00:00:27,160 --> 00:00:30,040 Speaker 2: I want to start with Warner Brothers Discovery ticker WBD. 9 00:00:30,280 --> 00:00:32,120 Speaker 2: Their shares have been up as much as eight percent. 10 00:00:32,159 --> 00:00:35,840 Speaker 2: That's after yesterday's twenty nine percent rally. The reason why, 11 00:00:35,920 --> 00:00:39,200 Speaker 2: Source is saying David Elison's Paramount Skuidance planning a bid 12 00:00:39,240 --> 00:00:42,400 Speaker 2: for the seventy one billion dollar company. So what a 13 00:00:42,440 --> 00:00:45,320 Speaker 2: merger would do. It would trink Hollywood's major legacy studios 14 00:00:45,360 --> 00:00:47,520 Speaker 2: to four and it would unite some of the biggest 15 00:00:47,560 --> 00:00:51,200 Speaker 2: names of news, movies, TV. That said, it could also 16 00:00:51,320 --> 00:00:55,360 Speaker 2: face regulatory, financial, operational, investor hurdles. All of that and 17 00:00:55,400 --> 00:00:59,400 Speaker 2: possible even interference from President Trump. So something David Ellison 18 00:00:59,480 --> 00:01:01,920 Speaker 2: He's used to. He spent two years trying to get 19 00:01:01,920 --> 00:01:05,400 Speaker 2: his hands on Paramount Global before the takeover. Also, remember 20 00:01:05,440 --> 00:01:08,199 Speaker 2: Warner Brothers about to split into two right, one part 21 00:01:08,240 --> 00:01:12,039 Speaker 2: owning streaming and studio operations, the other cable channels like TNT. 22 00:01:12,520 --> 00:01:15,120 Speaker 2: But just something to think about on the consumer side, 23 00:01:15,160 --> 00:01:18,840 Speaker 2: So this deal would mean less competition for streaming. When 24 00:01:18,880 --> 00:01:23,000 Speaker 2: there's less competition, prices start to increase, so just keep 25 00:01:23,040 --> 00:01:25,120 Speaker 2: that in mind. I want to take you to software 26 00:01:25,160 --> 00:01:28,959 Speaker 2: maker Adobe ticker ADBE. Their shares have been out nearly 27 00:01:29,080 --> 00:01:33,200 Speaker 2: three percent strong quarterly revenue outlet boosted its annual forecast, 28 00:01:33,319 --> 00:01:36,840 Speaker 2: heavily investing in AI features for products like its Photoshop 29 00:01:36,840 --> 00:01:39,920 Speaker 2: that people are very familiar with the AI features, often 30 00:01:39,959 --> 00:01:44,080 Speaker 2: based on its own generative models, but annual recovering revenue 31 00:01:44,080 --> 00:01:47,520 Speaker 2: from AI influenced products it surpassed five billion. And that's 32 00:01:47,560 --> 00:01:50,840 Speaker 2: what investors like because they were worried if Adobe would 33 00:01:50,840 --> 00:01:53,360 Speaker 2: be able to make money from its AI from innovation, 34 00:01:53,520 --> 00:01:55,800 Speaker 2: so this was a big good news for them. And 35 00:01:55,840 --> 00:01:58,800 Speaker 2: it's facing a lot of competition from places like Canva 36 00:01:59,560 --> 00:02:01,600 Speaker 2: and AI native tools like mid Journey, so it has 37 00:02:01,640 --> 00:02:04,880 Speaker 2: a lot of competition. So that's on the upside, right, 38 00:02:04,880 --> 00:02:07,440 Speaker 2: But I also want to hit the downside. That's luxury 39 00:02:07,440 --> 00:02:10,359 Speaker 2: furniture retailer ourh who shares have been down as much 40 00:02:10,360 --> 00:02:13,800 Speaker 2: as twelve percent cut its revenue forecast for the year. 41 00:02:13,840 --> 00:02:16,840 Speaker 2: It pointed to growing impacts from tariffs a delay in 42 00:02:16,880 --> 00:02:20,799 Speaker 2: its seasonal catalog. It's CEO said something interesting. He gave 43 00:02:20,800 --> 00:02:23,240 Speaker 2: analyst some insight into what the industry needs to do 44 00:02:23,320 --> 00:02:25,360 Speaker 2: to stay afloat, and he said, you know what, we 45 00:02:25,400 --> 00:02:28,240 Speaker 2: need to offer discounts because of the weak housing market. 46 00:02:28,600 --> 00:02:31,240 Speaker 2: So OURH has tried different things. They have a membership 47 00:02:31,280 --> 00:02:34,640 Speaker 2: program offers lower prices to those who pay a fee, 48 00:02:34,680 --> 00:02:39,000 Speaker 2: a two hundred dollars annual fee. But I've known of OURH, 49 00:02:39,040 --> 00:02:40,920 Speaker 2: so I kind of checked on their website as to 50 00:02:41,040 --> 00:02:43,919 Speaker 2: how high these prices really are. And if you look 51 00:02:43,960 --> 00:02:47,120 Speaker 2: at the event dining table EVET dining table, it starts 52 00:02:47,120 --> 00:02:49,880 Speaker 2: at two four hundred and ninety five dollars. That's for 53 00:02:49,919 --> 00:02:53,119 Speaker 2: the dining table. If you want one chair, it'll cost 54 00:02:53,200 --> 00:02:55,919 Speaker 2: you about one one hundred and fifty dollars. So it's 55 00:02:56,000 --> 00:02:58,800 Speaker 2: it's high prices and the CEO is saying, you know, 56 00:02:58,919 --> 00:03:00,639 Speaker 2: we may have to start taking this down. 57 00:03:02,080 --> 00:03:06,320 Speaker 1: The Stockmover's report from Bloomberg Radio. Check back with us 58 00:03:06,320 --> 00:03:09,160 Speaker 1: throughout the day for the latest roundup of companies making 59 00:03:09,200 --> 00:03:12,840 Speaker 1: news on Wall Street and for the latest market moving headlines. 60 00:03:13,040 --> 00:03:17,040 Speaker 1: Listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg 61 00:03:17,080 --> 00:03:20,160 Speaker 1: dot com, and on Applecarplay and Android Auto with the 62 00:03:20,200 --> 00:03:21,560 Speaker 1: Bloomberg Business app.