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

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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Speaker 2: in the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: Let's take a look at some stocks on the move today.

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Speaker 3: I'm Emily Brefel with Tim Stenovik, and we're joined by

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Speaker 3: Bloomberg News cross asset reporter Danitza Sukhova. Denita, did you

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Speaker 3: pick a gainer or decliner for US?

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Speaker 2: First?

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Speaker 4: I picked the gainer for change because you said all

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Speaker 4: the sectors are in the red. But if you actually

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Speaker 4: look at rare Earth Materials, we're seeing some of the

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Speaker 4: big gainers, which is not a surprise. MP Materials is

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Speaker 4: the first one I'm looking on the tickeries. MP stock

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Speaker 4: is up thirteen percent. Of course, it's coming off all

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Speaker 4: the headlines we're getting from the administration. President trump threat

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Speaker 4: to Jacob tariffs in China over its rare earth control

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Speaker 4: has sent investors rushing into the few companies that have exposure.

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Speaker 4: The few Western companies is actually up more than four

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Speaker 4: hundred percent here today. Obviously, some of the biggest winners

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Speaker 4: rare earth producer the US has already taken a stake

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Speaker 4: in which we already saw a lot of euphoria for

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Speaker 4: the stock. After that, Trump said that the China expert

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Speaker 4: controls and monopoly on rare earth is a rather sinister

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Speaker 4: and hostile move in enjoy, the US Department of Defense

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Speaker 4: agreed to a four hundred million equity investment in MP Materials,

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Speaker 4: through which the government will become the company's largest shareholder.

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Speaker 4: That maybe will help fund a new manufacturing plant for

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Speaker 4: rare earth magnets. So that's definitely a place everyone's been watching.

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Speaker 4: It's been on a relentless rally, and even more today

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Speaker 4: as everything is going down.

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Speaker 3: Four hundred and twenty four percent a year to day

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Speaker 3: gain in MP the gramp.

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Speaker 1: Yeah, it's pretty amazing. USA rare earths up two hundred

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Speaker 1: percent so far this year. I mean a lot of

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Speaker 1: that happening just really going back to September.

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Speaker 3: I write about ETFs on the cross as the team.

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Speaker 3: It's interesting that one of the biggest rare earth ETFs,

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Speaker 3: the vanak Rare Earth and Strategical Strategic Metals etf R

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Speaker 3: e m X, is only up eighty percent, and then

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Speaker 3: there's individual holdings that are up so much bigger. Anyway,

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Speaker 3: what else do you have for US to need.

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Speaker 4: Yeah, the winners are concentrated in information technology that we're

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Speaker 4: actually seeing some winners. Applied Digital shared shares were up

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Speaker 4: as much as thirty three percent now still about sixteen percent,

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Speaker 4: which as what we're seeing with tech stocks, that's clearly

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Speaker 4: a beiginning here. Shares of Applied Digital climb after the

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Speaker 4: data center developers secured more funding and lease agreements for

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Speaker 4: its project for Bullish hyper scalers, and also it posted

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Speaker 4: better than expected results for the first quarter. So what

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Speaker 4: we saw for the quarter that ended August thirty first,

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Speaker 4: Applied Digital reported a loss of three cents a share,

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Speaker 4: which is narrower than the sixteen cents that investors would

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Speaker 4: expect it, so big relief there. And if we zoom

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Speaker 4: out on this one, the stock is up three hundred

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Speaker 4: and seven and seventy percent here today, so that's another

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Speaker 4: massive gain. Obviously a small company, so these moves make

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Speaker 4: makes sense. But the AI boom has been intensifying this race,

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Speaker 4: especially for AR infrastructure, and this is one of the

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Speaker 4: clear winners, even on a pretty bad day for the markets.

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Speaker 1: Okay, I'm pretty impressed that of the four stocks you chose,

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Speaker 1: at least two of them so far have been gainer's

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Speaker 1: day on a day when we're seeing such widespread selling.

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Speaker 1: Let's go to some on the other side of the trade.

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Speaker 4: Yes, we're done with the good news. Levi Strauss is

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Speaker 4: having a pretty bad day, and this was before the

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Speaker 4: tariff announcement, and it's actually connected with tariffs. It felt

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Speaker 4: as much as fourteen percent. Now it's about twelve percent.

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Speaker 4: The pairlmaker upgraded earnings guidance but still fell short of

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Speaker 4: higher investor expectation, and they blame it on the tariffs.

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Speaker 4: They raised its feeer outlook but warned that tariffs are

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Speaker 4: starting to buy and the problem is it's really hard

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Speaker 4: to calculate. They say they expect thirty percent tariffs in China,

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Speaker 4: but increased expectations to twenty percent for the rest of

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Speaker 4: the world, and that was before an announcement. Clearly, this

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Speaker 4: is a very volatile environment for retailers, and actually Levi's

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Speaker 4: Trails was one of the winners. It's still up twenty

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Speaker 4: five percent here today, but you can see how one

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Speaker 4: headline eraises almost half of the of the gains this year.

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Speaker 4: Beyond yoga, one of their brand has actually been performing

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Speaker 4: quite well. Revenue was one point five billion in a

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Speaker 4: third quarter in line and estimate. But still this is

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Speaker 4: not enough when tariffs are a biding.

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Speaker 1: Okay, we have twenty seconds to talk about some fertilizer.

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Speaker 4: Yes, another stock that is suffering is Mozaic. Magaic series

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Speaker 4: are down about seven percent. The fertilizer company said the

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Speaker 4: third quarter false fat production fell below what management expected.

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Speaker 4: We also have trade war implications here, so that's another

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Speaker 4: stock that has been suffering, but it's still up to date.

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Speaker 1: Monday, Tick our mos.

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Speaker 2: The Stockmovers Report from Bloomberg Radio. Check back with us

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

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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