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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: It's a podcast, Stock Movers Alexis Christopherus Alexis, what do

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Speaker 3: you have?

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Speaker 4: We got to start with ASML, the Dutch based company

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Speaker 4: that makes chip equipment. They have this sort of cutting

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Speaker 4: edge machine that is helping all sorts of companies like

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Speaker 4: Taiwan Semiconductor and Intel. So ASML was up as much

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Speaker 4: as eight percent, pulled back a little bit about four

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Speaker 4: and a half percent now, but it did soar to

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Speaker 4: a record high. And here's the deal. Orders in the

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Speaker 4: fourth quarter blew out expectations. They were at a record high.

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Speaker 4: And this is sort of just again fueling the talk

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Speaker 4: about the AI boom and that, you know what, maybe

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Speaker 4: there's something here and we're going to start seeing some

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Speaker 4: money after all. After all this investment, so you know,

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Speaker 4: gave gave another boost to the AI trade and that's

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Speaker 4: what we're seeing today.

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Speaker 3: And I also, Beryl, and I don't know if you're following,

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Speaker 3: I don't want to take your thunder away with Texas Instruments.

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Speaker 3: I think sort of followed on from it, did I did?

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Speaker 4: Didn't put that in here as one of the other stocks,

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Speaker 4: But you're absolutely right. It's you know, all the boats

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Speaker 4: are rising here in AI relater.

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Speaker 1: That's a good one.

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Speaker 3: I got to go back and read about Belichick.

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Speaker 1: Continue please, all.

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Speaker 4: Right, We've got Seagate though, that's up more than eight

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Speaker 4: percent right now. Well, this is a computer hardware and

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Speaker 4: storage company. Second quarter results beat expectations, and of course

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Speaker 4: it's all about what have you done for me lately?

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Speaker 4: What's going to happen in the future. It gave a

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Speaker 4: positive outlook. So I actually had to take a double

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Speaker 4: take because I looked at where this stock was one

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Speaker 4: year return. Seagate is up two hundred and seventy percent. Yeah,

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Speaker 4: in the past year.

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Speaker 1: Another what I would call it kind of time tech name.

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Speaker 3: You know, when you're in the triple everage all cash.

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Speaker 3: She's just I'm not aware of this. Yep.

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Speaker 1: Fremont, Fremont, California, thirty thousand employees.

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Speaker 4: Yeah. Less, you're saying that the demand for mass of

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Speaker 4: storage solutions. They say it's a long term structural shift. Yeah,

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Speaker 4: it's not a short term spike. There.

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Speaker 3: I just bought a new toy at home, and it's

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Speaker 3: just the game. Note. You just do more and more

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Speaker 3: and more of this silly storage stuff right right.

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Speaker 4: And so as a result, you see in you know,

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Speaker 4: in Nvidia, Google, Amazon, this sort of sustained infrastructure boom

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Speaker 4: helping the whole, the whole entire group. All Right, we

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Speaker 4: got to forget tech for a moment, although maybe you

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Speaker 4: could argue this is a little bit of a tech company.

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Speaker 1: Starbucks double short mocha, go.

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Speaker 4: Coming your way, We'll get it right away. Up seven

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Speaker 4: percent here pre market one year return here. Quite a

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Speaker 4: different story from Cgate down four point six percent. It's

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Speaker 4: been struggling, we know it. They have a new CEO,

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Speaker 4: Brian nickel Wright came over from Chipotle, and it looks

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Speaker 4: like the turnaround efforts are starting to pay off. So

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Speaker 4: for the first time in two years, traffic rows at

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Speaker 4: Starbucks up four percent in the latest quarter. I mean,

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Speaker 4: have you seen that? Have you gone into a Starbucks

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Speaker 4: lately and seen the changes?

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Speaker 2: I had?

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Speaker 1: What is it I have? So I go to the

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Speaker 1: one Route thirty five in Wall Township, New Jersey. Great

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Speaker 1: kids in there, fully staffed, great service. They write little

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Speaker 1: messages like like they US two I on your cup,

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Speaker 1: but the line. What I've noticed is the line for

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Speaker 1: the drive through, even in good weather, is twenty deep

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Speaker 1: all day and then you walk into the store and

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Speaker 1: it aren't that many people, but it's it's so it's

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Speaker 1: changed how people get their coffee. I think they want

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Speaker 1: more people coming into.

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Speaker 3: The financial statement and I'm sorry it's in a sleep

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Speaker 3: statement where they're doing a massive restructure. I mean, we

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Speaker 3: know that. But the answer is, Paul, from where you said,

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Speaker 3: they've got to find profit, which is just raise the price.

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Speaker 3: How much would you pay for the triple Sambuca?

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Speaker 1: Triple sam Luca? I'm on the floor, double short mocha.

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Speaker 1: Five dollars and sixty cents? Are you kidding?

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Speaker 3: So where's your limit on that?

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Speaker 1: I do? I go with Saturdays? I got to my

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Speaker 1: erent's that's it.

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Speaker 3: Stop. It's like a pack of cigarettes. There's a point

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Speaker 3: where it's going to kill you. No pun intended. At

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Speaker 3: five dollars sixty cents? Do you say I'm never paying

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Speaker 3: over six?

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Speaker 1: No?

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Speaker 3: Can you go to seven dollars?

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Speaker 1: It's an experience Starbucks for me. It is an experience

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Speaker 1: for me.

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Speaker 3: So it's got price in elastic seven dollars.

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Speaker 1: Yeah, but what the kids are doing. They go in

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Speaker 1: there and they have to have to conjugate what they order.

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Speaker 1: It takes a five minutes to and it's like ten

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Speaker 1: eleven dollars for these things. But again, I think it's

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Speaker 1: more than just the product. I think, and that's what

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Speaker 1: they want. That's what Starbucks wants.

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Speaker 3: The Starbucks and Sunset Boulevard. They play music when she

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Speaker 3: walks in the door seven things away.

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Speaker 4: We're happy to see her. I quick note on me,

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Speaker 4: I make my coffee at home, and if I do

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Speaker 4: go into a Dunkin or a Starbucks, which is rare,

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Speaker 4: I walk in. I never drive through because you're out faster.

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Speaker 2: Yes, here you got this stock mover's report from Bloomberg Radio.

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Speaker 2: Check back with us throughout the day for the latest

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Speaker 2: roundup of companies making news on Wall Street and for

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