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 --> 00:00:15,880 Speaker 1: harnessing the power of Bloomberg Data. 4 00:00:16,800 --> 00:00:18,159 Speaker 2: Let's take a look at some of the stocks on 5 00:00:18,239 --> 00:00:20,960 Speaker 2: the move today on Paul swhen you alongside Alexander Semenova, 6 00:00:20,960 --> 00:00:23,520 Speaker 2: and we're joined by Bloomer touchdown the dary Dana. What 7 00:00:23,560 --> 00:00:25,440 Speaker 2: are you looking at today? Lots to choose from. 8 00:00:25,520 --> 00:00:28,880 Speaker 3: Yeah, looking at a combination of consumer and tex stoffs. Obviously, 9 00:00:28,920 --> 00:00:31,920 Speaker 3: we'll start with Amazon, the big mover to the downside, 10 00:00:32,040 --> 00:00:36,080 Speaker 3: down six percent right now after weaker than expected operating 11 00:00:36,200 --> 00:00:39,640 Speaker 3: income and trailing growth and its cloud division. Of course, 12 00:00:39,680 --> 00:00:43,760 Speaker 3: after such strong results from Google and Microsoft, those results 13 00:00:43,800 --> 00:00:47,839 Speaker 3: aren't digested very well by investors, and even though the 14 00:00:47,880 --> 00:00:51,680 Speaker 3: CEO said were in the early, very early days of AI, 15 00:00:51,800 --> 00:00:56,080 Speaker 3: investors just not really convinced that all that spending is 16 00:00:56,120 --> 00:01:00,280 Speaker 3: paying off for Amazon. After what we've seen in the 17 00:01:00,320 --> 00:01:01,200 Speaker 3: results here. 18 00:01:01,200 --> 00:01:03,520 Speaker 1: And Tatiana, it's been pretty incredible to see what a 19 00:01:03,560 --> 00:01:05,800 Speaker 1: mixed bag the tech results have been. Obviously, on the 20 00:01:05,800 --> 00:01:08,040 Speaker 1: flip side, you have Apple that was doing much better 21 00:01:08,120 --> 00:01:09,040 Speaker 1: yesterday than Amazon. 22 00:01:09,360 --> 00:01:12,319 Speaker 3: Yeah, Apple here was up now has kind of lost. 23 00:01:12,360 --> 00:01:15,360 Speaker 3: That move is slightly down all we're just called it 24 00:01:15,400 --> 00:01:19,880 Speaker 3: flat on the session here after seeing its fastest quarterly 25 00:01:20,040 --> 00:01:22,880 Speaker 3: revenue growth in more than three years, a really solid 26 00:01:22,959 --> 00:01:25,759 Speaker 3: quarter for Apple, Tim Cook saying that the company saw 27 00:01:25,760 --> 00:01:29,080 Speaker 3: an acceleration of growth around the world in China particularly 28 00:01:29,120 --> 00:01:33,160 Speaker 3: and in other markets. Services was really good for them, 29 00:01:33,200 --> 00:01:37,280 Speaker 3: a record quarter, and then their revenue growth forecast was 30 00:01:37,319 --> 00:01:41,120 Speaker 3: also better than analysts expected. Also looked for the impact 31 00:01:41,120 --> 00:01:43,960 Speaker 3: for terrorists, because remember that was the big worry for them, 32 00:01:44,000 --> 00:01:47,280 Speaker 3: and they did incur an eight hundred million dollar hit. 33 00:01:47,360 --> 00:01:49,600 Speaker 3: They said they're going to incur another billion in the 34 00:01:49,640 --> 00:01:52,800 Speaker 3: coming quarter. But so far they still managed to pull 35 00:01:52,920 --> 00:01:56,480 Speaker 3: gross margins at the high end of their gardens despite 36 00:01:56,880 --> 00:02:00,560 Speaker 3: all this terriff impact. So all this big companies are 37 00:02:00,560 --> 00:02:03,600 Speaker 3: finding ways to offset the terriffic y fact. 38 00:02:03,800 --> 00:02:05,160 Speaker 2: You wonder how long they can take it in the 39 00:02:05,160 --> 00:02:08,480 Speaker 2: margin before passing along to consumers. How about Kimberly Clark. 40 00:02:08,520 --> 00:02:11,359 Speaker 2: That's one that obviously a lot of consumer products side 41 00:02:11,400 --> 00:02:13,880 Speaker 2: of the business. You think it might see inflation. 42 00:02:13,720 --> 00:02:17,480 Speaker 3: Exactly, you would think that, But no, Kimberly Clark here 43 00:02:17,560 --> 00:02:20,080 Speaker 3: leading gains in the S and P five hundred part 44 00:02:20,080 --> 00:02:22,560 Speaker 3: of the very few stocks that are rising right now 45 00:02:22,760 --> 00:02:25,480 Speaker 3: up a seven percent year ticket is K and B 46 00:02:25,919 --> 00:02:30,040 Speaker 3: after reporting the strongest volume growth in five years. Organic 47 00:02:30,040 --> 00:02:34,079 Speaker 3: sales jumped after consumers retreated retreated in the first quarter, 48 00:02:34,720 --> 00:02:38,079 Speaker 3: a mid tariff concerns where they're coming back and Kimberly 49 00:02:38,120 --> 00:02:41,360 Speaker 3: Clark also saying that tariffs or the impact will be 50 00:02:41,480 --> 00:02:45,799 Speaker 3: less than they thought originally, and analysts asking how were 51 00:02:45,840 --> 00:02:48,799 Speaker 3: you able to offset some of that impact, They pointed 52 00:02:48,880 --> 00:02:52,040 Speaker 3: to favorable effects with the weaker dollar and some other 53 00:02:52,360 --> 00:02:56,160 Speaker 3: actions like depreciation and amortization. So so far, it looks 54 00:02:56,200 --> 00:02:58,560 Speaker 3: like these big companies do have a lot of levers 55 00:02:58,560 --> 00:03:00,079 Speaker 3: to pull to offset the terraf. 56 00:03:01,520 --> 00:03:05,760 Speaker 1: The Stockmovers report from Bloomberg Radio. 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