WEBVTT - Boeing Drops, Microsoft Gains, Dexcom Climbs

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, The.

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<v Speaker 2>Stock Movers report, your roundup of companies making moves in

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<v Speaker 2>the stock market, harnessing the power of Bloomberg Data.

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<v Speaker 3>I'm Carol Masser, a long tim stand of it.

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<v Speaker 1>Let's get to some stocks on the move for you

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<v Speaker 1>with us to do that.

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<v Speaker 3>As Bloomberg News Equities reporter Avalon pronounce, she's here in studio.

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<v Speaker 3>Good to have you here. Let's start with Boeing.

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<v Speaker 4>Absolutely, that's ticker BA. It's currently falling about three point

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<v Speaker 4>one percent. That's after the airplane manufacturers received a smaller

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<v Speaker 4>than expected order for jets from China. Trump said China

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<v Speaker 4>would buy around two hundred aircraft, though he later suggested

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<v Speaker 4>that maybe they'll buy up to seven hundred and fifty.

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<v Speaker 4>The details remain murky, but Melia's research is writing that

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<v Speaker 4>while China is a large market, maybe it's not as

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<v Speaker 4>important as it once was for Boeing, and more specifically

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<v Speaker 4>saying that you can't be one hundred percent sure that

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<v Speaker 4>you'll even get.

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<v Speaker 5>Those jets sold, because that's that's the problem. As George

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<v Speaker 5>Ferguson pointed out yesterday, are promo Bloomberg intelligence team that

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<v Speaker 5>has been the challenge with China orders in the past.

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<v Speaker 5>Like and you pointed this out yesterday in the newsroom, Carol,

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<v Speaker 5>A commitment to buy something doesn't necessarily mean that plane

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<v Speaker 5>will be delivered exactly.

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<v Speaker 4>Trade tensions are something that you mentioned. Also geopolitical if

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<v Speaker 4>something happens with Taiwan, all of these things could impact

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<v Speaker 4>those orders.

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<v Speaker 1>Yeah.

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<v Speaker 3>Right, you want to see signs, you know, and make

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<v Speaker 3>that you.

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<v Speaker 5>Want that plane to and you want that delivered and

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<v Speaker 5>that money to be exactly.

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<v Speaker 1>I want the deposit. I want a big deposit because

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<v Speaker 1>these things are expensive and it takes years to build them. Right.

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<v Speaker 3>I want to go to Microsoft.

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<v Speaker 5>Yeah, let's go to Microsoft.

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<v Speaker 1>Yes.

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<v Speaker 4>That's ticker MSFT currently up about three point nine percent,

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<v Speaker 4>biggest inter day leap in about a month. That's after

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<v Speaker 4>Bill Ackman said that Pershing Square has built a stake

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<v Speaker 4>in Microsoft. It's really capitalizing on the recent declines in

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<v Speaker 4>that company's share price. He said in Microsoft's three sixty

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<v Speaker 4>five products remain deeply embedded in large companies, which we

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<v Speaker 4>already know. We use word, we use Excel, and strong

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<v Speaker 4>demand for a zero shows that maybe some of those

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<v Speaker 4>concerns that have about Microsoft's growth are likely misplaced. Also

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<v Speaker 4>worth noting that while Microsoft shares are up, Google's are

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<v Speaker 4>down a tiny bit. So that's Alphabet's parent company. After

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<v Speaker 4>he said that he sold Google in a response on Twitter.

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<v Speaker 3>As well, you know, and it's interesting Microsoft's down about

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<v Speaker 3>twelve percent year to date, right, So I mean he

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<v Speaker 3>just is that they're kind of endorsing the company, right.

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<v Speaker 1>It's not pushing for any kinds of changes or board

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<v Speaker 1>seats or anything.

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<v Speaker 4>Like that yet, but who knows that could come later.

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<v Speaker 3>Yeah, sorry, I'm just speculating.

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<v Speaker 5>Okay, what's next Dexcom.

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<v Speaker 4>Another question of this is.

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<v Speaker 1>It is number one gainer in the S and P

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<v Speaker 1>and the Nasdaq one hundred.

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<v Speaker 3>It's like, just all right, tell.

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<v Speaker 5>Us the story.

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<v Speaker 4>Yes, that's ticker. DXCM had to bring something from the

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<v Speaker 4>healthcare world. It's currently up about five point nine percent

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<v Speaker 4>most inter day since February. That's after activists investor Elliott

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<v Speaker 4>Management took a stake in the diabetes company and struck

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<v Speaker 4>a deal to name at least two independent directors to

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<v Speaker 4>their board separately. Dexcom also offered a really rosy long

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<v Speaker 4>term outlook at its investor day earlier this week. Also

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<v Speaker 4>worth noting that Dexcom CEO was actually on BTV earlier

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<v Speaker 4>today instead, and yeah, he said that customers taking GLP

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<v Speaker 4>ones have actually higher utilization of their products, which that's

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<v Speaker 4>always been a concern for investors of what exactly happens

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<v Speaker 4>if people are taking GLP ones. Do they really need

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<v Speaker 4>these continuous glucose monitors?

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<v Speaker 5>I still want to monitor it.

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<v Speaker 1>Maybe for those who have diabetes. Absolutely, yeah, I know people,

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<v Speaker 1>And yeah, these meters are kind of game changers because

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<v Speaker 1>you have apps and you can constantly monitor and.

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<v Speaker 4>It's they've worked really well.

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

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