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 00:00:16,960 --> 00:00:18,880 Speaker 3: Let's take a look at some stocks on the move 5 00:00:18,960 --> 00:00:19,560 Speaker 3: this morning. 6 00:00:19,720 --> 00:00:22,400 Speaker 1: I'm Scarletto here with Matt Miller in for Paulsweeny, and 7 00:00:22,440 --> 00:00:25,279 Speaker 1: we want to welcome back bloombergs. Tanitza Sokova, Denisa, what 8 00:00:25,280 --> 00:00:27,560 Speaker 1: are you looking at? We have to talk about Oracle. 9 00:00:28,400 --> 00:00:31,600 Speaker 1: The stock is on a tier, it's up nearly twelve percent. 10 00:00:31,600 --> 00:00:35,120 Speaker 1: The thinker, of course, is all our CEO. Matt is 11 00:00:35,159 --> 00:00:37,159 Speaker 1: super excited about the CDs. I was just looking at 12 00:00:37,200 --> 00:00:41,160 Speaker 1: the CDs. It's hovering around one hundred and fifty basis point. 13 00:00:41,240 --> 00:00:43,640 Speaker 1: It's a little bit off the peak. This is a 14 00:00:43,680 --> 00:00:47,200 Speaker 1: five year CDs, but still it's very elevated. Nevertheless, we're 15 00:00:47,200 --> 00:00:51,239 Speaker 1: seeing a pretty big rally. The company projected strong sales 16 00:00:51,400 --> 00:00:54,280 Speaker 1: in the upcoming fiscal year. When it comes to a stock, 17 00:00:54,320 --> 00:00:57,960 Speaker 1: we actually saw a big sale of more than fifty 18 00:00:57,960 --> 00:01:01,760 Speaker 1: percent drop in the value since September peak. Nevertheless, you 19 00:01:01,800 --> 00:01:05,640 Speaker 1: can see how quickly investors can forget some of those 20 00:01:05,720 --> 00:01:08,959 Speaker 1: AI fears and reward the stock The company, of course 21 00:01:09,000 --> 00:01:13,280 Speaker 1: has massive cloud infrastructure deals with open Ai, meta platforms, 22 00:01:13,319 --> 00:01:14,200 Speaker 1: all the big names. 23 00:01:14,800 --> 00:01:17,600 Speaker 4: Nevertheless, the so obviously that demand was always going to 24 00:01:17,640 --> 00:01:19,679 Speaker 4: be there, Like I don't get was that a question 25 00:01:19,800 --> 00:01:22,520 Speaker 4: mark at all? My concern would be, are they now 26 00:01:22,600 --> 00:01:25,840 Speaker 4: supply constrained because they're not going to be able to 27 00:01:25,920 --> 00:01:28,840 Speaker 4: raise CAPEX without the market throwing a tantrum. 28 00:01:28,640 --> 00:01:30,000 Speaker 3: For sure, But it's a hot space. 29 00:01:30,120 --> 00:01:34,040 Speaker 5: And the most important number was the infrastructure business gain, 30 00:01:34,080 --> 00:01:37,200 Speaker 5: which is eighty four percent. It was more than unless 31 00:01:37,200 --> 00:01:40,240 Speaker 5: we're expecting, so that provided a relief. Nevertheless, the capital 32 00:01:40,240 --> 00:01:44,200 Speaker 5: expansion number was more than anlysts we're expecting, so perhaps 33 00:01:44,280 --> 00:01:46,160 Speaker 5: not quite the thing so you like, but nevertheless it 34 00:01:46,160 --> 00:01:47,720 Speaker 5: was a big so off people are buying the dip. 35 00:01:47,840 --> 00:01:51,480 Speaker 3: There you go, all right. Second stock Nike, very different story. 36 00:01:51,640 --> 00:01:54,520 Speaker 5: It gained as much as three percent in earlier training 37 00:01:54,520 --> 00:01:57,160 Speaker 5: now it small gain. The thicker, of course is Nke. 38 00:01:57,640 --> 00:02:00,440 Speaker 5: We saw an upgrade from Berkleys. The company has been 39 00:02:00,520 --> 00:02:04,400 Speaker 5: under so much pressure for the last few years. It's 40 00:02:04,440 --> 00:02:08,440 Speaker 5: actually down thirty percent from its twenty twenty five high. 41 00:02:08,560 --> 00:02:13,359 Speaker 5: This was about July. We've seen missteps on their former leadership. 42 00:02:13,600 --> 00:02:16,600 Speaker 5: We've seen excess inventory. Obviously, Nike has been at the 43 00:02:16,639 --> 00:02:21,480 Speaker 5: center of tariffs. It's business in China has been deteriorating, 44 00:02:21,560 --> 00:02:24,560 Speaker 5: so there has been so much going on. Nevertheless, bayercle 45 00:02:24,760 --> 00:02:28,240 Speaker 5: sees an opportunity here. They have a pretty generous price target. 46 00:02:28,280 --> 00:02:31,720 Speaker 5: It's seventy three doors. That's a thirty percent increase from here. 47 00:02:31,800 --> 00:02:35,360 Speaker 5: So some optimism there, but definitely after a pretty rough run. 48 00:02:35,560 --> 00:02:39,880 Speaker 5: All right, and last talk, Cambos cutting out look to 49 00:02:40,000 --> 00:02:41,080 Speaker 5: seventeen year low. 50 00:02:41,600 --> 00:02:42,880 Speaker 3: Pretty big drop in the stock. 51 00:02:42,960 --> 00:02:46,440 Speaker 5: Stock is down nearly eight percent and down eighteen percent 52 00:02:46,600 --> 00:02:47,240 Speaker 5: year to date. 53 00:02:47,440 --> 00:02:50,040 Speaker 3: Decor is CPD. It's all about the snacks. 54 00:02:50,480 --> 00:02:54,160 Speaker 5: The group's snack division miss expectations in the second fiscal quarter. 55 00:02:55,160 --> 00:02:57,200 Speaker 3: People are not buying chips and pretzels and. 56 00:02:57,160 --> 00:03:00,120 Speaker 5: That's affecting the business. They are also supply constraints. That 57 00:03:00,200 --> 00:03:01,560 Speaker 5: is affecting the first bakery. 58 00:03:02,000 --> 00:03:02,480 Speaker 3: But I don't know. 59 00:03:02,520 --> 00:03:06,120 Speaker 5: Maybe people are eating healthier, maybe they're not opting for snacks. 60 00:03:05,960 --> 00:03:09,240 Speaker 1: And they need protein in those snacks. They need chicken soup. 61 00:03:09,480 --> 00:03:11,800 Speaker 1: Doesn't Campbell's make soup. They of course they make soup. 62 00:03:12,520 --> 00:03:14,239 Speaker 1: This is about the snacks, It's not about the suit. 63 00:03:14,240 --> 00:03:15,120 Speaker 3: What are the other snacks? 64 00:03:15,120 --> 00:03:17,400 Speaker 4: Like, if you tell me, put me on the spot 65 00:03:17,440 --> 00:03:20,480 Speaker 4: and say, what does Campbell's the Campbell's company make other 66 00:03:20,560 --> 00:03:22,239 Speaker 4: than soup? I would have no idea. 67 00:03:22,360 --> 00:03:26,880 Speaker 3: Yeah, right, not google it. Oh do they make that? Well, 68 00:03:26,919 --> 00:03:28,200 Speaker 3: they bought the part of it that. 69 00:03:28,120 --> 00:03:30,440 Speaker 1: They didn't already own, so yeah, they need like a 70 00:03:30,480 --> 00:03:31,880 Speaker 1: fifty ground protein bar. 71 00:03:32,840 --> 00:03:36,880 Speaker 2: The Stock Mover's Report from Bloomberg Radio. 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