Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.
Speaker 2: Stock Movers Report, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg Data.
Speaker 3: But let's take a look at some of the stocks
Speaker 3: on the move today. We can do that, Bloomberg, Natalia Kini, Jevich, Natalie,
Speaker 3: what are you looking at today?
Speaker 4: Let's start with FedEx. Guys, the tickets FDx shares are
Speaker 4: up by two percent, but there are up as much
Speaker 4: as ten percent in pre market, So the company raised
Speaker 4: its adjusted EPs forecast. We see that even the bottom
Speaker 4: of this new range is above analyst expectations. FedEx said
Speaker 4: that it does not expect that the war in the
Speaker 4: Middle East to have a direct material impact on its business. However,
Speaker 4: of course, like some bigger consequences such as higher fuel
Speaker 4: prices and potentially slower demand from consumers, that could be
Speaker 4: a head wind for the company. So Bloomberg Intelligence is
Speaker 4: saying that this outlook appears to be achievable, again assuming
Speaker 4: that higher energy costs will not significantly derail consumer spending
Speaker 4: and some analysts. For an analyst from Morgan Stanley also
Speaker 4: highlighted that there is a sharp segment divergence guys, because
Speaker 4: express segment did well, but freight segment materially miss missed
Speaker 4: on week market conditions. So not everything is great within
Speaker 4: the company.
Speaker 1: All right, good recap there, FedEx. What's next on your list? Yeah,
Speaker 1: let's talk about super Micro. That's a big story. So
Speaker 1: shares are down by twenty seven percent today. So the
Speaker 1: US church co founder with illegally diverting billions of dollars
Speaker 1: and then VideA powered servers to China, which is a
Speaker 1: violation of US experts control. So the company's co founder
Speaker 1: and two other individuals allergicly sold servers that are assembled
Speaker 1: here in the United States and they have Nvidia cutting
Speaker 1: edge chips, and they sold those servers to China. The
Speaker 1: total amount of servers that had been sold is about
Speaker 1: two point five billion dollars. Analysts are saying this is
Speaker 1: a big reputational risk for the company. Potentially it could
Speaker 1: impact potentially we can see that the company will lose
Speaker 1: share its share to.
Speaker 4: Dell and Raymond James. Analysts are also saying that super
Speaker 4: Micro might be subject to greatest scrutiny and as a result,
Speaker 4: they couldn't expect higher costs and delays in its operations.
Speaker 1: One more here, one more.
Speaker 4: This is a company that potentially people don't really know about.
Speaker 4: It's called Swarmer. The tickers s WRMR. The stock is
Speaker 4: up by almost one thousand percent guys this week it
Speaker 4: went public. This is a small drone software company. The
Speaker 4: reason why it is important is of course that we
Speaker 4: see that many companies from the defense industry are doing
Speaker 4: really well with these geopolitical risks and uncertainty, and analysts
Speaker 4: are saying even despite the fact that I don't know
Speaker 4: we have geopolitical tensions in the future or not, but
Speaker 4: military spending is going to be higher and higher. And
Speaker 4: it's not just this company. We also some other companies
Speaker 4: from the defense industry, such as Aero Group or Voyage
Speaker 4: or Technologists that went public last year. They did extremely well.
Speaker 4: So defense sector isn't.
Speaker 3: Focused, right, this is let's put this in the focus.
Speaker 3: I'm just looking up this company. They did go public
Speaker 3: on March sixteenth, three point four to five million shares
Speaker 3: at five dollars a share and now it's fifty four dollars.
Speaker 2: Wow.
Speaker 3: Lucid Capital Markets took them public. I don't know lose
Speaker 3: the capital markets, but if you got into that deal,
Speaker 3: that's a pretty good deal.
Speaker 4: And it's an unprofitable business by the way.
Speaker 3: Yeah, okay, no problem. They're they're growing, they're going topline,
Speaker 3: they're going to users.
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