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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: The Stock Movers podcast, your roundup of companies making moves

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Speaker 2: in the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: Let's get a look at some stocks on the move today.

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Speaker 3: Bloomberg News Managing editor for the Bloomberg Markets Live Blog,

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Speaker 3: Christina Quino is here with us. What is on your radar?

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Speaker 1: Well, we have to talk about it, Amazon and Apple,

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Speaker 1: of course, Tim Let's start with Amazon. Well, yeah, because Caroyl,

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Speaker 1: you're exactly right right, it's you know, what is going

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Speaker 1: on with that miss in the operating profit for the

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Speaker 1: current quarter i AWS though was slightly a beat. It's

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Speaker 1: a seventeen percent gain to twenty nine point three billion dollars,

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Speaker 1: so it's not a bit it's more in linement analysts estimates.

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Speaker 1: But that is still the slowest growth in the year.

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Speaker 1: So probably a lot of questions over whether the valuations

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Speaker 1: that we're seeing for Amazon at the moment, does that

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Speaker 1: still justify the potential, particularly on the AI front, And

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Speaker 1: of course probably a lot of questions over their supply

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Speaker 1: chain because that is the one thing that is a

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Speaker 1: lot on a lot of people's minds. Remember the Amazon

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Speaker 1: made headlines earlier this week because there was a report

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Speaker 1: that said the company was considering displaying the cost of

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Speaker 1: tariffs to shoppers, which the White House lam based them

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Speaker 1: for for and ultimately they said that they wouldn't implement

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Speaker 1: it even though they were considering it.

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Speaker 4: Yeah, no, it's going to be fascinating. What else in

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Speaker 4: terms of color and commentary will get around these numbers,

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Speaker 4: because there wasn't a lot initially in the press releases,

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Speaker 4: but we did mention that Amazon shares definitely taking a

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Speaker 4: hit here in the aftermarket.

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Speaker 1: What else, well, Apple, course, the big focus there is

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Speaker 1: that second quarter Greater China revenue missing estimates just ever

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Speaker 1: so slightly sixteen million dollars versus an estimate for sixteen

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Speaker 1: point eight billion. But of course, again that supply chain

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Speaker 1: question right, especially now that tariffs are front and center,

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Speaker 1: probably going to take center stage for that analyst call.

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Speaker 1: The goodness, I suppose is that the iPhone revenue beating

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Speaker 1: slightly here forty six point eighty four billion dollars versus

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Speaker 1: an estimated forty five point ninety four billion. We did

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Speaker 1: know that Apple was slowly starting to shift its production

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Speaker 1: line right from China, even though that was a week

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Speaker 1: spot for them. We did get a report last week

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Speaker 1: saying that they were seeking to import most of the

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Speaker 1: iPhones that they sell in the US from India by

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Speaker 1: the end of next year. But that's of course an

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Speaker 1: ongoing process and clearly that's not yet complete, and so

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Speaker 1: there's still a lot of exposure for them when it

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Speaker 1: comes to this US China trade engine.

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Speaker 3: You reported for Bloomberg outside of the US for many years,

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Speaker 3: London and Singapore. What was your view then, and you've

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Speaker 3: been here in the US for a few years, But

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Speaker 3: what was the view then on Apple and Apple products?

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Speaker 3: High end of the market, luxury market, like, what was

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Speaker 3: the view?

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Speaker 1: Yeah, I mean I think it was still considered one

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Speaker 1: of the best of the best, you know. When it

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Speaker 1: comes to the consumer phone sector, though, I have to

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Speaker 1: say I did see a lot more Android in Europe

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Speaker 1: and in Asia because there was a kind of Samsung

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Speaker 1: competition that was coming around, and I was one of

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Speaker 1: the early adopters. Actually remembered it was folding phones that

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Speaker 1: Samsung had. I had one of those giant folding phones.

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Speaker 1: It was pretty cool, though it got a little too

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Speaker 1: big for me. Actually, I just switched eventually. I'm still

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Speaker 1: an Android user though, which I get ridiculed for constantly

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Speaker 1: by my friends in the US.

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Speaker 4: That's so funny. Shares an Apple that we should point

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Speaker 4: out down about two and a half percent in the

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Speaker 4: after mark. It got another name for us.

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Speaker 1: Yeah, we're looking at Delta this afternoon. We're just seeing

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Speaker 1: some small games here in the postmarket. Seven times of

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Speaker 1: one percent last week looked and that was because we

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Speaker 1: reported earlier. Bloomerard News reported that Jim Graham, which is

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Speaker 1: who is the head of its Endeavor Air regional carrier,

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Speaker 1: will step down but will still remain with a parent company.

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Speaker 1: There was an Endeavor flight that was involved in an

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Speaker 1: accident on February seventeenth, in which one of the aircraft's

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Speaker 1: hit the runway, tilted, did right, and left twenty one

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Speaker 1: of eighty people on the flight injured. Though Delzel was

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Speaker 1: declining to site specifically what the reason was for this move,

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Speaker 1: but we did get that news slightly before close today

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Speaker 1: and you see Detal shares up slightly in the postmarket.

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Speaker 4: They are and it looks like they also am I

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Speaker 4: reading this right, yep. Authorizing a one billion dollars share

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Speaker 4: buy back program, right, So that is certainly something that

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Speaker 4: can get analysts, not analysts, but investors excited.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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Speaker 2: making news on Wall Street and for the latest market

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