1 00:00:02,520 --> 00:00:07,360 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. 2 00:00:08,560 --> 00:00:12,440 Speaker 2: The Stock Movers Report, your roundup of companies making moves 3 00:00:12,480 --> 00:00:15,880 Speaker 2: in the stock market, harnessing the power of Bloomberg Data. 4 00:00:16,360 --> 00:00:19,080 Speaker 3: Just gotta let look at what's happening in the market. Here, 5 00:00:19,160 --> 00:00:22,239 Speaker 3: we can do that with Bloomberg Equities. Christ Christine, what 6 00:00:22,280 --> 00:00:22,800 Speaker 3: are you looking at? 7 00:00:23,000 --> 00:00:26,760 Speaker 4: Well, Paul, Let's look at HP Enterprise this morning, take 8 00:00:26,760 --> 00:00:29,800 Speaker 4: her hpe. Those shares are rising up more than three 9 00:00:29,800 --> 00:00:32,640 Speaker 4: percent at the moment. We did get their third quarter results, 10 00:00:32,800 --> 00:00:36,559 Speaker 4: net revenue beating estimates, fourth quarter adjusted EPs also in 11 00:00:36,600 --> 00:00:40,479 Speaker 4: line with forecasts. They did flag a narrower adjusted operating 12 00:00:40,520 --> 00:00:43,720 Speaker 4: margin down slightly to eight point five percent from ten 13 00:00:43,760 --> 00:00:46,720 Speaker 4: percent year over year. But Bloomery Intelligence says that the 14 00:00:46,760 --> 00:00:50,280 Speaker 4: company is passed its server execution issues and that it 15 00:00:50,320 --> 00:00:53,400 Speaker 4: should get back to free cash flow on track in 16 00:00:53,400 --> 00:00:56,640 Speaker 4: fiscal twenty twenty six. And so looks like investors rewarding 17 00:00:56,760 --> 00:00:58,640 Speaker 4: HP for the solid set. 18 00:00:58,520 --> 00:00:59,160 Speaker 1: Of results here. 19 00:00:59,480 --> 00:01:01,800 Speaker 3: All right, good, what else you have for us today? 20 00:01:01,880 --> 00:01:04,720 Speaker 4: Taking a look at C three AI this morning, to 21 00:01:04,880 --> 00:01:07,679 Speaker 4: her Ai, those shares not doing very well, down more 22 00:01:07,680 --> 00:01:09,720 Speaker 4: than six percent at the moment. So this is a 23 00:01:09,760 --> 00:01:14,520 Speaker 4: company that's focusing on developing and operating enterprise AI applications. 24 00:01:14,760 --> 00:01:17,080 Speaker 4: They forecast revenue for the second quarter that missed the 25 00:01:17,080 --> 00:01:20,240 Speaker 4: average analyst estimate, and they're doing a management shake up. 26 00:01:20,280 --> 00:01:23,160 Speaker 4: They just named a new CEO, Stephen Hickin, who was 27 00:01:23,240 --> 00:01:26,960 Speaker 4: most recently an acting administrator of the General Services Administration 28 00:01:27,240 --> 00:01:31,080 Speaker 4: under President Trump. He's also salesforce alum Bloom Mere Intelligence, though, 29 00:01:31,200 --> 00:01:34,000 Speaker 4: saying that the company's weak fiscal first quarter results and 30 00:01:34,040 --> 00:01:38,759 Speaker 4: disappointing second quarter sales outlook illustrates a continuation of execution 31 00:01:38,959 --> 00:01:42,119 Speaker 4: challenges that the company has faced over the last few quarters. 32 00:01:42,600 --> 00:01:46,920 Speaker 3: All Right, and we got American Eagle, American Ago, means, 33 00:01:47,680 --> 00:01:48,360 Speaker 3: what are we doing here? 34 00:01:48,680 --> 00:01:51,440 Speaker 4: Maybe meanstock today, I mean shares are more than thirty 35 00:01:51,480 --> 00:01:53,840 Speaker 4: percent at the moment. So took her AEO that is 36 00:01:53,880 --> 00:01:58,400 Speaker 4: doing really really well. After we did get their results 37 00:01:58,440 --> 00:02:00,800 Speaker 4: for the second quarter net revenue of one point twenty 38 00:02:00,800 --> 00:02:04,559 Speaker 4: eight billion, beating estimates, though it is still slightly lower 39 00:02:04,640 --> 00:02:07,720 Speaker 4: from their year and year of figure and third quarter 40 00:02:07,800 --> 00:02:11,440 Speaker 4: operating income forecasts ninety five million to one hundred million. 41 00:02:11,680 --> 00:02:14,520 Speaker 4: That's right in line with estimates here. But the kicker 42 00:02:14,560 --> 00:02:17,840 Speaker 4: here is really their most recent ad campaign with Sidney 43 00:02:17,880 --> 00:02:20,640 Speaker 4: Sweeney all about the jeans. I know, have you seen 44 00:02:20,680 --> 00:02:21,000 Speaker 4: this ball? 45 00:02:21,680 --> 00:02:24,840 Speaker 3: I just saw it. Don't worry by my team, I 46 00:02:24,880 --> 00:02:29,639 Speaker 3: mean avy store, Levi's. 47 00:02:27,919 --> 00:02:31,880 Speaker 1: Okay, Levis guy Okay, Okay, So probably not a customer, 48 00:02:31,919 --> 00:02:36,799 Speaker 1: but yeah, G marketing officer Craig Brahmer crediting that ad 49 00:02:36,800 --> 00:02:40,280 Speaker 1: campaign with actress Sidney Sweeney as a real driver of 50 00:02:40,480 --> 00:02:42,240 Speaker 1: a revenue for this period. 51 00:02:42,280 --> 00:02:43,600 Speaker 3: But so long as that's sustainable. 52 00:02:43,639 --> 00:02:45,800 Speaker 4: I mean, I get the boost that it gives sales 53 00:02:45,840 --> 00:02:48,280 Speaker 4: for now, but I can't see this being something that 54 00:02:48,320 --> 00:02:49,959 Speaker 4: they can count on going. 55 00:02:49,760 --> 00:02:51,120 Speaker 1: Forward, absolutely, Scarlett. 56 00:02:51,160 --> 00:02:53,760 Speaker 4: I mean, it's certainly generated all out of buzz over 57 00:02:53,880 --> 00:02:56,600 Speaker 4: the summer, but the question really is how sustainable is it, 58 00:02:56,680 --> 00:03:01,160 Speaker 4: especially because the company did also flag quite a substantial 59 00:03:01,200 --> 00:03:04,040 Speaker 4: tariff hit, and of course, you know, once we're past 60 00:03:04,080 --> 00:03:06,360 Speaker 4: the seasonal trends of back to school shopping and all 61 00:03:06,440 --> 00:03:09,200 Speaker 4: of that, that is really a question of sustainability. But 62 00:03:09,240 --> 00:03:10,720 Speaker 4: you know, they're also going to be banking on a 63 00:03:10,760 --> 00:03:14,799 Speaker 4: collaboration with Travis Kelce's True Colors brand, so it seems 64 00:03:14,800 --> 00:03:19,080 Speaker 4: like they're really leaning into the celebrity endorsement attack so 65 00:03:19,200 --> 00:03:20,519 Speaker 4: they can keep up this moment. 66 00:03:21,840 --> 00:03:25,880 Speaker 2: This Stock Movers report from Bloomberg Radio. Check back with 67 00:03:25,960 --> 00:03:28,519 Speaker 2: us throughout the day for the latest roundup of companies 68 00:03:28,600 --> 00:03:31,680 Speaker 2: making news on Wall Street and for the latest market 69 00:03:31,720 --> 00:03:36,200 Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube, 70 00:03:36,280 --> 00:03:39,800 Speaker 2: Bloomberg dot com, and on Applecarplay and Android Auto with 71 00:03:39,880 --> 00:03:41,360 Speaker 2: the Bloomberg Business app.