1 00:00:02,520 --> 00:00:08,720 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The. 2 00:00:08,720 --> 00:00:12,560 Speaker 2: Stock Movers Report, your roundup of companies making moves in 3 00:00:12,600 --> 00:00:16,520 Speaker 2: the stock market, harnessing the power of Bloomberg data we need. 4 00:00:16,400 --> 00:00:20,080 Speaker 1: Like stock movers find out what's we've got staring going on? 5 00:00:20,200 --> 00:00:22,680 Speaker 1: Alexis christoffser where do you start? Oh? 6 00:00:22,680 --> 00:00:24,800 Speaker 3: Where do we start? There's so much going on, especially 7 00:00:24,800 --> 00:00:27,480 Speaker 3: on the earnings front. So Intel looking at it right now, 8 00:00:28,120 --> 00:00:30,520 Speaker 3: up just fractionally right now, was up a lot, a 9 00:00:30,560 --> 00:00:32,720 Speaker 3: lot more earlier today. This is ahead of the chip 10 00:00:32,720 --> 00:00:35,680 Speaker 3: company's earnings report, so they're out after the bell. You know, 11 00:00:35,760 --> 00:00:39,440 Speaker 3: analysts are becoming more enthusiastic. I guess we'll say about 12 00:00:39,479 --> 00:00:43,440 Speaker 3: Intel's prospects the stock up forty seven percent so far 13 00:00:43,640 --> 00:00:46,400 Speaker 3: this month. But more important than the actual figure as 14 00:00:46,400 --> 00:00:48,200 Speaker 3: at top and bottom line, is going to be any 15 00:00:48,200 --> 00:00:51,000 Speaker 3: guidance from Intel about the early reaction to its newly 16 00:00:51,080 --> 00:00:54,560 Speaker 3: launched Panther Lake processors. I don't know what's tank going 17 00:00:54,600 --> 00:00:56,520 Speaker 3: on with that name, but I like it. That's apparently 18 00:00:56,920 --> 00:00:59,320 Speaker 3: several Wall Street analysts have turned more positive on Intel 19 00:00:59,360 --> 00:01:03,160 Speaker 3: in recent weeks after you know it unveiled these new processors, 20 00:01:03,200 --> 00:01:07,520 Speaker 3: and also President Trump praising Intel CEO. It's also received 21 00:01:07,520 --> 00:01:10,399 Speaker 3: some upgrades in recent days from you know, a number 22 00:01:10,400 --> 00:01:13,560 Speaker 3: of different analysts. Let's remember the US government and Nvidia 23 00:01:13,640 --> 00:01:16,920 Speaker 3: both took steaks in Intel last year. So we're going 24 00:01:16,959 --> 00:01:18,560 Speaker 3: to be keeping an eye on Intel because it's out 25 00:01:18,600 --> 00:01:21,520 Speaker 3: after the closing bell with its earnings report card. I 26 00:01:21,520 --> 00:01:24,520 Speaker 3: also have my eye on Procter and Gamble down about 27 00:01:24,520 --> 00:01:27,039 Speaker 3: one percent here in the pre market. Some mixed results 28 00:01:27,520 --> 00:01:31,959 Speaker 3: from PNG. Demand for its Gillette raisors and Pampers fell. 29 00:01:32,440 --> 00:01:34,320 Speaker 4: Do you use Jellett Raizors boom? 30 00:01:34,680 --> 00:01:36,760 Speaker 3: All right, well it's not enough by three. 31 00:01:36,880 --> 00:01:39,440 Speaker 4: Well they get you with the blades. That's the market. 32 00:01:39,959 --> 00:01:42,479 Speaker 3: So but you know what, in all fairness, this latest quarter, 33 00:01:42,480 --> 00:01:45,080 Speaker 3: it faced a tough comparison to a year ago because 34 00:01:45,080 --> 00:01:49,480 Speaker 3: that's when consumers stockpiled of things like toilet paper, detergent. 35 00:01:49,560 --> 00:01:51,680 Speaker 3: Remember that ahead of those port strikes, we were trying 36 00:01:51,720 --> 00:01:54,960 Speaker 3: to get all those essentials. Also, PNG saying that the 37 00:01:55,000 --> 00:01:59,080 Speaker 3: government shutdown and the temporary pause of food aid also 38 00:01:59,280 --> 00:02:02,920 Speaker 3: hurt the company. What P and G's CEO says, We're 39 00:02:02,960 --> 00:02:04,960 Speaker 3: going to rebound here in the next six months. He 40 00:02:05,000 --> 00:02:08,240 Speaker 3: thinks this was the softest, the softest quarter of the 41 00:02:08,280 --> 00:02:11,280 Speaker 3: fiscal year shares fell though. You know, P and G 42 00:02:11,440 --> 00:02:15,040 Speaker 3: down fifteen percent last year, underperforming the S and P 43 00:02:15,200 --> 00:02:16,400 Speaker 3: by quite a lot. 44 00:02:16,639 --> 00:02:20,480 Speaker 1: It's I look at him, and I just it's like Graham, 45 00:02:20,600 --> 00:02:23,520 Speaker 1: Dodd and Coddle from thirty years ago, and we're all 46 00:02:23,560 --> 00:02:25,960 Speaker 1: following in Nvidia's latest chip, right, I. 47 00:02:25,960 --> 00:02:29,160 Speaker 4: Mean, it's a GDP growth story plus a two point 48 00:02:29,200 --> 00:02:31,720 Speaker 4: nine percent dividend. You know, that's that's life with partner. 49 00:02:31,840 --> 00:02:34,519 Speaker 1: Have you ever visited like Cincinnati and Louisville, like a 50 00:02:34,600 --> 00:02:35,600 Speaker 1: huge combine there. 51 00:02:35,680 --> 00:02:38,000 Speaker 4: Yeah, I'm sure I've been there since greatdown. 52 00:02:38,520 --> 00:02:41,360 Speaker 3: Yeah, but people are not buying diapers apparently right now. 53 00:02:41,400 --> 00:02:45,320 Speaker 3: So we'll see, We're see what happens. We're going back 54 00:02:45,360 --> 00:02:46,280 Speaker 3: to the cloth diapers. 55 00:02:46,760 --> 00:02:50,840 Speaker 1: Ludlow, I'm San Francisco. Does a Costco photo like Lisa Matteo. 56 00:02:51,360 --> 00:02:53,000 Speaker 3: Yeah, it's basically. 57 00:02:52,520 --> 00:02:53,640 Speaker 1: A cart full of diapers. 58 00:02:53,720 --> 00:02:56,320 Speaker 4: Yep, that's right, good mind, ud Just like. 59 00:02:56,280 --> 00:02:59,760 Speaker 1: You have to Bloomberg Technology, we'll talk about Nvidia and such. 60 00:03:00,160 --> 00:03:01,680 Speaker 1: What else do you have a less? All right? 61 00:03:01,720 --> 00:03:03,600 Speaker 3: Well, we've been talking about it because it's just it's 62 00:03:03,600 --> 00:03:07,400 Speaker 3: a story that won't go away. Paramount, Netflix, Warner Brothers. 63 00:03:07,400 --> 00:03:10,640 Speaker 3: So David Ellison in Paramount, continuing the battle for Warner 64 00:03:10,639 --> 00:03:15,280 Speaker 3: Brothers Discovery. Paramount this morning filed preliminary proxy materials. It's 65 00:03:15,320 --> 00:03:17,560 Speaker 3: going to have a proxy fight here, folks, extending its 66 00:03:17,600 --> 00:03:20,680 Speaker 3: deadline for Warner Brothers shareholders to tender their shares to 67 00:03:20,800 --> 00:03:23,320 Speaker 3: the company by another month. So now that deadline is 68 00:03:23,320 --> 00:03:26,560 Speaker 3: February twentieth. You'll remember earlier this week, Netflix changed its 69 00:03:26,600 --> 00:03:30,280 Speaker 3: deal right to acquire Warner Brothers to all cash. So 70 00:03:30,320 --> 00:03:32,160 Speaker 3: I don't know who's making the money here, Paul. 71 00:03:32,360 --> 00:03:34,680 Speaker 4: The bankers and lawyers, as they always do. But what's 72 00:03:34,680 --> 00:03:36,320 Speaker 4: interesting here if you just look at the balance sheet 73 00:03:36,360 --> 00:03:40,200 Speaker 4: of Netflix versus Paramount, Netflix has got a way superior 74 00:03:40,240 --> 00:03:42,240 Speaker 4: balance sheet, so they can afford to take the price up. 75 00:03:42,400 --> 00:03:45,200 Speaker 4: They can afford to put more down off the college. Yeah, 76 00:03:45,240 --> 00:03:47,440 Speaker 4: it's just it's theirs to take. But there's no reason 77 00:03:47,440 --> 00:03:49,640 Speaker 4: for them to bid here too aggressively. 78 00:03:49,840 --> 00:03:50,720 Speaker 1: Stood over lunch. 79 00:03:52,160 --> 00:03:53,880 Speaker 4: I could have gotten this done in Michael's you know. 80 00:03:54,040 --> 00:03:54,840 Speaker 2: See get much. 81 00:03:56,920 --> 00:04:02,440 Speaker 4: So I'm overprice yep, absolutely problem. 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