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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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

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Speaker 3: Let's take a look at some of the stocks on

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Speaker 3: the move today. I'm pulstering alongside normal Linda, and we're

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Speaker 3: joined by managing enter for Bloomberg Markets Live Blog, Christine.

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Speaker 1: You know, Christine, what are you looking at? Well, Paul

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Speaker 1: John Talker's covered it all, but let's dig in, Shelly.

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Speaker 1: Let's start with Senteen, which you go in today exactly exactly,

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Speaker 1: but yeah, Senteen taker CNC biggest underperformer on the SP

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Speaker 1: five hundred at the moment. The client's accelerating. Now, that's

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Speaker 1: done more than thirty six percent, and you know that

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Speaker 1: is primarily because it polled is twenty twenty five guidance

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Speaker 1: do really to the rising risk from the Affordable Care

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Speaker 1: Act plans? You know that company is the top seller

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Speaker 1: of ACA health plans, and you know, legislation around what's

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Speaker 1: going to happen with Medicaid very much up in the

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Speaker 1: air at the moment. Really a sense that it got

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Speaker 1: caught unaware of what's going on there, and so we

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Speaker 1: have UBS analysts cutting its view too neutral from a

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Speaker 1: buy on the company again because of this adjustment. And

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Speaker 1: you know, Bloomy Intelligence also commenting on the potential decline

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Speaker 1: in its credit rating because you know the surprise guidance

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Speaker 1: with Roll. They're saying that that raises the risk of

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Speaker 1: an S and B downgrade to junk and a potential

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Speaker 1: exclusion of their bonds from the Bloomberg US Aggregate Index.

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Speaker 4: Yeah, shares are really extending their losses. I see it's

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Speaker 4: down for its worst day ever and when you look

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Speaker 4: at the broader performance, it's really not been doing too

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Speaker 4: well overall, because we see shares down about forty two

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Speaker 4: percent so far this year. So lots of news to

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Speaker 4: pass through. But what else are you keeping your eyes on?

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Speaker 1: Well, looking at Tesla again, take her Tsla. You know,

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Speaker 1: John Talker gave you the headlines, but let's dig into

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Speaker 1: some of the potential kind of details there again, like

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Speaker 1: Tesla rising one point one percent at the moment, that

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Speaker 1: is despite the tumble in their global sales. You know,

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Speaker 1: it really is benefiting from lowered expectation. This is what

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Speaker 1: we're seeing at the moment. You know, we have analysts

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Speaker 1: reacting to the news that yes, sales tumbled, but the

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Speaker 1: fact that deliveries were in line is seen as being

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Speaker 1: a win and is also a sign that demand growth

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Speaker 1: is slowing rather than spiraling. That's according to William Bleair Analysts.

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Speaker 1: And yeah, so it's basically just benefiting from the fact

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Speaker 1: that the expectation for the client was much much worse

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Speaker 1: than what we actually got in reality. So it's a

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Speaker 1: bit of a really really for Testling here.

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Speaker 3: Well, we've heard from Matt Winkler, editor emeritis of Bloomberg News,

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Speaker 3: a founder of Bloomberg News. He's not on Bloomberg Opinion columnists.

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Speaker 3: You put out a column today. I'm not going to

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Speaker 3: say defending Tesla's stock, but just putting in context of

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Speaker 3: what the company's accomplished over the years in terms of

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Speaker 3: stock price performance, valuation, revenue and earnings growth, saying this

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Speaker 3: thing is still a behemoth out there by a lot

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Speaker 3: of objectis, if measures so interesting to put that into context.

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Speaker 3: So check that out on the Bloomberg terminal or on

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Speaker 3: Bloomberg dot com slash opinion. All right, what else you

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Speaker 3: got for us?

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Speaker 1: One more look at Microsoft took her MSFT so shares

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Speaker 1: not down too much, just down two tenths of one percent,

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Speaker 1: and that's after the news that they are of course

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Speaker 1: laying off nine thousand workers. This is the second wave

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Speaker 1: of major layoffs this year. Seems like a lot of

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Speaker 1: that very much focused in their Xbox division, and so

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Speaker 1: that division apparently began informing their employees of the job

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Speaker 1: cuts on Wednesday morning. This is the fourth mass layoff

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Speaker 1: at that Xbox division in the last eighteen months. But

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Speaker 1: you know, we're seeing a bit of a muted parts

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Speaker 1: reaction to this, just slightly lower in the share move here,

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Speaker 1: primarily because you know, it's been well flagged a lot

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Speaker 1: of investors expecting this.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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

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Speaker 2: making news on Wall Street and for the latest market

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Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,

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