WEBVTT - GE Vernova Soars, Oracle Drops, Cracker Barrel Drops on Sales Forecast

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

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<v Speaker 2>The Stock Movers Report, your roundup of companies making moves

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

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<v Speaker 1>Let's take a look at what stocks are moving today.

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<v Speaker 1>We can do that with bloom tat Channa Diary toat Channa,

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<v Speaker 1>what are you looking at?

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<v Speaker 3>Good morning? Kicking off with ge Vernova. Those shares up

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<v Speaker 3>about thirteen percent today after the supply of electric generation equipment,

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<v Speaker 3>boosted its buybacks from six billion to ten billion, doubled

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<v Speaker 3>its dividend to fifty cent, and e ssued twenty twenty

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<v Speaker 3>six guidance ahead of expectations. So lots of positive updates

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<v Speaker 3>here for investors. The company, of course, has benefited from

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<v Speaker 3>soaring US demand for electricity driven by the data center

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<v Speaker 3>build out in the country related to artificial intelligence, and

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<v Speaker 3>perhaps this quote from the CEO sums it up. He

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<v Speaker 3>says AI is the real driver for us right now,

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<v Speaker 3>which also really encapitulates the state of affairs for many

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<v Speaker 3>utilities and power companies right now, and it's particular expertise

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<v Speaker 3>and high medium voltage technology boosts its potential to be

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<v Speaker 3>a partner for the hyperscalers investing in these data centers

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<v Speaker 3>out there. Investors are certainly recognizing that potential shares are

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<v Speaker 3>up more than one hundred percent this year, one of

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<v Speaker 3>the best in the S and P five hundred and

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<v Speaker 3>the best in the industrial sector.

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<v Speaker 4>All right, Donnie, well, speaking of AI, I'm sure that

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<v Speaker 4>this company that you're going to be talking about will

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<v Speaker 4>also be speaking about that later at their results.

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<v Speaker 1>What can you tell us about.

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<v Speaker 3>Oracle exactly another coordinate to the AI TM or color

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<v Speaker 3>of reports. Today it shares down about one percent earlier,

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<v Speaker 3>it's flat now. The company is an important one to

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<v Speaker 3>watch because first it's a core name for the AI

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<v Speaker 3>thin but also for credit. Just not too long ago,

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<v Speaker 3>we've seen its credit the fault swaps soaring to the

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<v Speaker 3>highest since the global financial crisis. At some point, as

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<v Speaker 3>Wall Street is really worried about this company stretching its

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<v Speaker 3>balance sheet for the AI capex and build out, and

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<v Speaker 3>analysts here expect a really big focused on cash flow

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<v Speaker 3>and expect period cash flow to be negative for the

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<v Speaker 3>next couple of years. So the bar is really really

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<v Speaker 3>high for Dick's earnings report, and Wall Street is expecting

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<v Speaker 3>a pretty high move. Those options imply about a ten

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<v Speaker 3>percent swing in either direction today.

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<v Speaker 1>All right, all right, when I go to Crackerbowl, this

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<v Speaker 1>is what I do. Im button pants, sit down under

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<v Speaker 1>the belt, notch, and then you get the country Boy

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<v Speaker 1>breakfast with a country ham that's the meat choice, biscuits

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<v Speaker 1>and gravy, extra gravy. Then I order a picture of

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<v Speaker 1>iced tea, and then I say just leave me alone

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<v Speaker 1>for a couple. So what's happening with her friends at

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<v Speaker 1>crack a Bell?

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<v Speaker 3>Well, if you were part of it, its core audience

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<v Speaker 3>that did not return the marketing.

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<v Speaker 4>Change, then you are to blame because I change, Yeah, exactly.

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<v Speaker 4>Traffic decline here seven percent in its first quarter. The

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<v Speaker 4>dining chain reported, we could then expect the sales for

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<v Speaker 4>the first quarter cut its annual sales and profit guidance.

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<v Speaker 4>This really goes to show this company is still struggling

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<v Speaker 4>following its backlash after that fail. Logo has since been

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<v Speaker 4>returned and reversed, but shares stumbling thirty five percent since

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<v Speaker 4>mine August since that change and have not been able

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<v Speaker 4>to recover. That just goes to show how hard this

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<v Speaker 4>marketing changes are.

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<v Speaker 2>The stock movers report from Bloomberg Radio check back with

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<v Speaker 2>us throughout the day for the latest roundup of companies

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