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

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Speaker 2: This is the closing bell on this stock mover's report.

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Speaker 2: The company's making moves at the close of US trading

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Speaker 2: with Carol Masser, Tim Stenebeck, Romain Bostik, and Scarlett Food.

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Speaker 3: So many gainers look at the green on that map,

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Speaker 3: so many gainers to choose from. So get ready for

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Speaker 3: Romain to interrupt me and add to my list. Having

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Speaker 3: said that, I got to talk about EA Electronic Arts

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Speaker 3: because that is your number one gainer in the S

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Speaker 3: and P five hundred NASDAQ one hundred. Kind of ran

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Speaker 3: into that spot after we saw that headline cross initially

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Speaker 3: with a Wall Street Journal story, but Bloomberg also matching

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Speaker 3: the reporting. Electronic Arts up about fifteen percent here at

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Speaker 3: the close today. This as that story came out that

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Speaker 3: this company is nearing a deal to go private. It

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Speaker 3: would be a massive deal to go private. We're talking

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Speaker 3: about maybe a fifty billion dollar leveraged buyout. It would

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Speaker 3: be the largest buyout of all time, LBO of all time.

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Speaker 3: This is scoring to people familiar again. We're talking about

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Speaker 3: silver Lake said to be a part of that Saudi's

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Speaker 3: public investment fund. So we will see ultimately that happens.

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Speaker 3: But what are you thinking?

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Speaker 1: Well, when I looked up, you know, anytime I see

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Speaker 1: these deals, always look to see where they're ranked. I

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Speaker 1: was actually surprised that fifty billion is basically the threshold

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Speaker 1: for the biggest buyout ever potentially obviously if this actually

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Speaker 1: comes to fruition, I mean you would think there would

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Speaker 1: have been something bigger. But it was really that TXU deal.

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Speaker 1: I guess. You know, way back when before Tim was born,

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Speaker 1: I was.

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Speaker 4: Thinking, I was like a forty five well adjusted for inflation.

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Speaker 3: I was thinking about, like, is it KKR and Nibisco

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Speaker 3: and least.

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Speaker 1: Thirty one billion? I mean that's and that's a real dollar.

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Speaker 1: I mean it's Tim's point too. You have to adjust

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Speaker 1: for inflation. But still, and then you had, you know

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Speaker 1: that forty four billion dollar Twitter buyout, which is a deal.

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Speaker 3: All right, so ea, definitely on my radar. A couple

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Speaker 3: of chip names I just want to mention Take two

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Speaker 3: was up.

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Speaker 1: Also by about five percent.

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Speaker 4: There you go, so this is what happens. Funny.

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Speaker 3: Yeah, ten minutes later I get to the last one.

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Speaker 3: All right, so chip names, let me go through it.

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Speaker 3: We had Global Founderies and Intel both rallying Global Founderies

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Speaker 3: up about eight percent, Intel up about four and a

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Speaker 3: half percent. This is after again the journal Wall Street

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Speaker 3: Journal report that the Trump administration is weigh a new

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Speaker 3: plan to reduce US reliance on chips made overseas. So

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Speaker 3: we did see some movement in particular in those two names.

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Speaker 3: I also want to mention Pacar. It was a top

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Speaker 3: in the s and P five hundred and Nawzak one

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Speaker 3: hundred here at the close, up about five point two percent.

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Speaker 3: It's a chrup maker, and it rallied after the President

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Speaker 3: Trump anounced new industry specific tariffs that include a twenty

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Speaker 3: five percent levy on heavy trucks and LSA. This company

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Speaker 3: will benefit because it makes a lot of its trucks

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Speaker 3: right here in the United States. US production.

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Speaker 2: There you go.

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Speaker 4: Can you get them at costco?

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Speaker 3: I don't think so well.

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Speaker 4: That's where I'm going right now, because it was the

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Speaker 4: worst performer in the S and P five hundred, down

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Speaker 4: two point nine percent today. The company did report after

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Speaker 4: the bell yesterday a mixed fourth quarter, including adjusted earnings

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Speaker 4: per share and comp sales that excluded gas and FX

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Speaker 4: that came in ahead of expectations, but analysts had high expectations.

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Speaker 4: They said that the premium valuation versus its peers contributed

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Speaker 4: to high expectations going into this print. Shares down today

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Speaker 4: by about two point nine percent. OURH, they operate the

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Speaker 4: restoration hardware chain of stores. Shares of furniture retailers, including

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Speaker 4: RH tumble today. This after President Trum announced the US

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Speaker 4: will enact new tariffs on imported kitchen cabinets, bathroom vanities,

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Speaker 4: and other home products next week. URH, with the outspoken CEO,

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Speaker 4: has already declined forty six percent this year. That was

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Speaker 4: through yesterday's close. And finally, Klarna kind of been a

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Speaker 4: mixed road for IPOs of late Romaine. Clarna fell three

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Speaker 4: point eight percent today. Remembered iPod a few weeks ago

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Speaker 4: about at forty dollars a share fell bolo the IPO

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Speaker 4: price for the first time and increased competition, worries about

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Speaker 4: interest rates. We spoke to the CFO of the buy now,

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Speaker 4: pay later firm affirm yesterday, who essentially told us the

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Speaker 4: same thing that Max Levchin told us a few weeks ago.

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Speaker 4: The CEO of a firm, Yeah, everything looks good for

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Speaker 4: us out there in the landscape. We're not seeing any

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Speaker 4: cracks in the consumer.

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Speaker 1: All right, let's check it on yields real quickly. Here

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Speaker 1: a mixed bag, but generally speaking, yields did not go

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Speaker 1: much of anywhere. You're looking at moves that basically about

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Speaker 1: one basis point down on the two year up on

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Speaker 1: the longer end of the curve. We should point out

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Speaker 1: on a weekly basis though, we are pretty much higher

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Speaker 1: across the curve as a lot of people now really

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Speaker 1: starting to rethink whether we are indeed going to get

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Speaker 1: fed raad cuts.

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

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