Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: The Stock Movers Report, your roundup of companies making moves
Speaker 2: in the stock market, harnessing the power of Bloomberg Data.
Speaker 1: We do have a lot of individual stock movers, so
Speaker 1: let's take a look under the hood. Bloomberg's Natalia Knijevitch
Speaker 1: joins us and she's kicking it off with FTAI Aviation,
Speaker 1: a household name Natalia.
Speaker 3: Yeah, so shares are up by almost ten percent. This
Speaker 3: is an airspace company. It producers aircraft, does aircraft leasing
Speaker 3: and engine leasing as well. So the company started a
Speaker 3: program to convert some of its engines to turbines, basically
Speaker 3: providing power for data centers. Yeah, so the production is
Speaker 3: expected to begin in twenty twenty six. I don't know
Speaker 3: how often you see companies from aerospace company sector provide
Speaker 3: in power to data centers, but this is a this
Speaker 3: is an interesting move. So the company expects to provide
Speaker 3: the market with a twenty five megawatt unit. It says
Speaker 3: it has capacity to deliver over our one hundred units.
Speaker 1: Now.
Speaker 3: Jeffers analysts are saying that assuming the average selling price
Speaker 3: would be about twenty million dollars, that could be worth
Speaker 3: of about seven hundred and fifty million dollars of EBIDA.
Speaker 2: So it is a ing.
Speaker 4: Every company out there is trying to get the AI
Speaker 4: win in their sales somehow. So for an aviation company, yeah,
Speaker 4: I'm in the power business, I'll go power up with
Speaker 4: data center. That makes sense. How about the oil business,
Speaker 4: what's going on there at the oil stocks?
Speaker 3: Yeah, so we see if we look at the C
Speaker 3: and P five hundred biggest movers and decliners, we see
Speaker 3: that oil price oil stocks are among the biggest gainers today.
Speaker 3: Oil prices actually are not moving that much. But overall,
Speaker 3: it is a pretty bullish sentiment right now. So on
Speaker 3: the one hand, however, we have this geopolitical tensions in
Speaker 3: Venezuela and Russia and yeahmen. But then on the other hand,
Speaker 3: we have these concerns about oversupply in the crude market.
Speaker 3: We know that this Sunday, OPIC members are expected to
Speaker 3: meet and potentially pause for the supply hikes. Once again,
Speaker 3: the concerns about oversupply continue to increase. So this is
Speaker 3: kind of back and forth crude market. But overall, yes,
Speaker 3: people are pretty bullish on that stops.
Speaker 4: We'll see how that plays on me. Now that I'm
Speaker 4: watching landman, I know that we pruce a lot of
Speaker 4: oil in the US now, yeah, net exporder. Yeah, how
Speaker 4: about that.
Speaker 1: Biggest biggest oil producer in the world.
Speaker 4: Right, the US fracking net.
Speaker 1: We're We're definitely up there. All right, let's talk about
Speaker 1: on twenty four Is it o n twenty four or
Speaker 1: on twenty four I.
Speaker 3: Would say on twenty On twenty the tickers o INTF
Speaker 3: shares are up by thirty seven percent today. So the
Speaker 3: company agreed to be bought by Seavent. This is a
Speaker 3: software business for a total consideration of about four hundred
Speaker 3: million dollars in cash, and this price represents about more
Speaker 3: than sixty percent of premium over the closing price on
Speaker 3: November November ten. Actually, so those companies expect to close
Speaker 3: this transaction in the second half of twenty twenty six.
Speaker 3: Goldman Sucks is an exclusive financier. And then again, when
Speaker 3: the company published earnings in early November, they already said
Speaker 3: that they see some offers of a potential acquisition. It
Speaker 3: is an unprofitable business. When you look at FA function
Speaker 3: on Bloomberg terminal, it says that revenue is declining, but
Speaker 3: losses are kind of narrowing. So that's that's the deal.
Speaker 2: Nevertheless, software us the Stock mover's Report from Bloomberg Radio.
Speaker 2: Check back with us throughout the day for the latest
Speaker 2: roundup of companies making news on Wall Street and for
Speaker 2: the latest market moving headlines. Listen to Bloomberg Radio Live,
Speaker 2: catch us on you Tube, Bloomberg dot com, and on
Speaker 2: Applecarplay and Android Auto with the Bloomberg Business app. Mm
Speaker 2: HM