Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.
Speaker 2: Stock Movers report, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg Data.
Speaker 3: I'm Carol Masser, a long tim stand of it.
Speaker 1: Let's get to some stocks on the move for you
Speaker 1: with us to do that.
Speaker 3: As Bloomberg News Equities reporter Avalon pronounce, she's here in studio.
Speaker 3: Good to have you here. Let's start with Boeing.
Speaker 4: Absolutely, that's ticker BA. It's currently falling about three point
Speaker 4: one percent. That's after the airplane manufacturers received a smaller
Speaker 4: than expected order for jets from China. Trump said China
Speaker 4: would buy around two hundred aircraft, though he later suggested
Speaker 4: that maybe they'll buy up to seven hundred and fifty.
Speaker 4: The details remain murky, but Melia's research is writing that
Speaker 4: while China is a large market, maybe it's not as
Speaker 4: important as it once was for Boeing, and more specifically
Speaker 4: saying that you can't be one hundred percent sure that
Speaker 4: you'll even get.
Speaker 5: Those jets sold, because that's that's the problem. As George
Speaker 5: Ferguson pointed out yesterday, are promo Bloomberg intelligence team that
Speaker 5: has been the challenge with China orders in the past.
Speaker 5: Like and you pointed this out yesterday in the newsroom, Carol,
Speaker 5: A commitment to buy something doesn't necessarily mean that plane
Speaker 5: will be delivered exactly.
Speaker 4: Trade tensions are something that you mentioned. Also geopolitical if
Speaker 4: something happens with Taiwan, all of these things could impact
Speaker 4: those orders.
Speaker 1: Yeah.
Speaker 3: Right, you want to see signs, you know, and make
Speaker 3: that you.
Speaker 5: Want that plane to and you want that delivered and
Speaker 5: that money to be exactly.
Speaker 1: I want the deposit. I want a big deposit because
Speaker 1: these things are expensive and it takes years to build them. Right.
Speaker 3: I want to go to Microsoft.
Speaker 5: Yeah, let's go to Microsoft.
Speaker 1: Yes.
Speaker 4: That's ticker MSFT currently up about three point nine percent,
Speaker 4: biggest inter day leap in about a month. That's after
Speaker 4: Bill Ackman said that Pershing Square has built a stake
Speaker 4: in Microsoft. It's really capitalizing on the recent declines in
Speaker 4: that company's share price. He said in Microsoft's three sixty
Speaker 4: five products remain deeply embedded in large companies, which we
Speaker 4: already know. We use word, we use Excel, and strong
Speaker 4: demand for a zero shows that maybe some of those
Speaker 4: concerns that have about Microsoft's growth are likely misplaced. Also
Speaker 4: worth noting that while Microsoft shares are up, Google's are
Speaker 4: down a tiny bit. So that's Alphabet's parent company. After
Speaker 4: he said that he sold Google in a response on Twitter.
Speaker 3: As well, you know, and it's interesting Microsoft's down about
Speaker 3: twelve percent year to date, right, So I mean he
Speaker 3: just is that they're kind of endorsing the company, right.
Speaker 1: It's not pushing for any kinds of changes or board
Speaker 1: seats or anything.
Speaker 4: Like that yet, but who knows that could come later.
Speaker 3: Yeah, sorry, I'm just speculating.
Speaker 5: Okay, what's next Dexcom.
Speaker 4: Another question of this is.
Speaker 1: It is number one gainer in the S and P
Speaker 1: and the Nasdaq one hundred.
Speaker 3: It's like, just all right, tell.
Speaker 5: Us the story.
Speaker 4: Yes, that's ticker. DXCM had to bring something from the
Speaker 4: healthcare world. It's currently up about five point nine percent
Speaker 4: most inter day since February. That's after activists investor Elliott
Speaker 4: Management took a stake in the diabetes company and struck
Speaker 4: a deal to name at least two independent directors to
Speaker 4: their board separately. Dexcom also offered a really rosy long
Speaker 4: term outlook at its investor day earlier this week. Also
Speaker 4: worth noting that Dexcom CEO was actually on BTV earlier
Speaker 4: today instead, and yeah, he said that customers taking GLP
Speaker 4: ones have actually higher utilization of their products, which that's
Speaker 4: always been a concern for investors of what exactly happens
Speaker 4: if people are taking GLP ones. Do they really need
Speaker 4: these continuous glucose monitors?
Speaker 5: I still want to monitor it.
Speaker 1: Maybe for those who have diabetes. Absolutely, yeah, I know people,
Speaker 1: And yeah, these meters are kind of game changers because
Speaker 1: you have apps and you can constantly monitor and.
Speaker 4: It's they've worked really well.
Speaker 2: The Stock Movers report from Bloomberg Radio. Check back with
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