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

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Speaker 2: Stock Movers Report, 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: But let's take a look at some of the stocks

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Speaker 3: on the move today. We can do that, Bloomberg, Natalia Kini, Jevich, Natalie,

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Speaker 3: what are you looking at today?

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Speaker 4: Let's start with FedEx. Guys, the tickets FDx shares are

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Speaker 4: up by two percent, but there are up as much

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Speaker 4: as ten percent in pre market, So the company raised

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Speaker 4: its adjusted EPs forecast. We see that even the bottom

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Speaker 4: of this new range is above analyst expectations. FedEx said

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Speaker 4: that it does not expect that the war in the

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Speaker 4: Middle East to have a direct material impact on its business. However,

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Speaker 4: of course, like some bigger consequences such as higher fuel

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Speaker 4: prices and potentially slower demand from consumers, that could be

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Speaker 4: a head wind for the company. So Bloomberg Intelligence is

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Speaker 4: saying that this outlook appears to be achievable, again assuming

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Speaker 4: that higher energy costs will not significantly derail consumer spending

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Speaker 4: and some analysts. For an analyst from Morgan Stanley also

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Speaker 4: highlighted that there is a sharp segment divergence guys, because

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Speaker 4: express segment did well, but freight segment materially miss missed

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Speaker 4: on week market conditions. So not everything is great within

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Speaker 4: the company.

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Speaker 1: All right, good recap there, FedEx. What's next on your list? Yeah,

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Speaker 1: let's talk about super Micro. That's a big story. So

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Speaker 1: shares are down by twenty seven percent today. So the

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Speaker 1: US church co founder with illegally diverting billions of dollars

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Speaker 1: and then VideA powered servers to China, which is a

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Speaker 1: violation of US experts control. So the company's co founder

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Speaker 1: and two other individuals allergicly sold servers that are assembled

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Speaker 1: here in the United States and they have Nvidia cutting

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Speaker 1: edge chips, and they sold those servers to China. The

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Speaker 1: total amount of servers that had been sold is about

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Speaker 1: two point five billion dollars. Analysts are saying this is

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Speaker 1: a big reputational risk for the company. Potentially it could

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Speaker 1: impact potentially we can see that the company will lose

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Speaker 1: share its share to.

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Speaker 4: Dell and Raymond James. Analysts are also saying that super

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Speaker 4: Micro might be subject to greatest scrutiny and as a result,

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Speaker 4: they couldn't expect higher costs and delays in its operations.

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Speaker 1: One more here, one more.

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Speaker 4: This is a company that potentially people don't really know about.

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Speaker 4: It's called Swarmer. The tickers s WRMR. The stock is

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Speaker 4: up by almost one thousand percent guys this week it

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Speaker 4: went public. This is a small drone software company. The

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Speaker 4: reason why it is important is of course that we

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Speaker 4: see that many companies from the defense industry are doing

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Speaker 4: really well with these geopolitical risks and uncertainty, and analysts

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Speaker 4: are saying even despite the fact that I don't know

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Speaker 4: we have geopolitical tensions in the future or not, but

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Speaker 4: military spending is going to be higher and higher. And

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Speaker 4: it's not just this company. We also some other companies

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Speaker 4: from the defense industry, such as Aero Group or Voyage

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Speaker 4: or Technologists that went public last year. They did extremely well.

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Speaker 4: So defense sector isn't.

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Speaker 3: Focused, right, this is let's put this in the focus.

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Speaker 3: I'm just looking up this company. They did go public

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Speaker 3: on March sixteenth, three point four to five million shares

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Speaker 3: at five dollars a share and now it's fifty four dollars.

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Speaker 2: Wow.

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Speaker 3: Lucid Capital Markets took them public. I don't know lose

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Speaker 3: the capital markets, but if you got into that deal,

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Speaker 3: that's a pretty good deal.

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Speaker 4: And it's an unprofitable business by the way.

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Speaker 3: Yeah, okay, no problem. They're they're growing, they're going topline,

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Speaker 3: they're going to users.

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Speaker 2: This stock move report 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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