1 00:00:02,520 --> 00:00:07,360 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. 2 00:00:08,520 --> 00:00:12,440 Speaker 2: The Stock Movers Report, your roundup of companies making moves 3 00:00:12,440 --> 00:00:15,880 Speaker 2: in the stock market, harnessing the power of Bloomberg data. 4 00:00:16,840 --> 00:00:18,520 Speaker 3: Let's take a look at some stocks on the move today. 5 00:00:18,520 --> 00:00:20,880 Speaker 3: I'm Tim Stenebeck along with Carol Masser. We're joined by 6 00:00:20,880 --> 00:00:25,040 Speaker 3: Bloomberg Television Markets correspondent Nour Melinda Nora. Where do you 7 00:00:25,079 --> 00:00:25,560 Speaker 3: want to start? 8 00:00:25,960 --> 00:00:29,000 Speaker 4: Well, I've got my eye on managed care companies. I'm 9 00:00:29,000 --> 00:00:32,120 Speaker 4: looking at Humana. Let's take our hum and United Health, 10 00:00:32,440 --> 00:00:35,320 Speaker 4: You and HCBS also in focus. We know that United 11 00:00:35,320 --> 00:00:37,159 Speaker 4: Health is actually the best performing stock in the S 12 00:00:37,159 --> 00:00:39,599 Speaker 4: and P five hundred by a percentage basis, sing its 13 00:00:39,640 --> 00:00:42,680 Speaker 4: best day since August. This is all after the US 14 00:00:42,720 --> 00:00:46,480 Speaker 4: agreed to boost twenty twenty seven payments for private Medicare 15 00:00:46,560 --> 00:00:50,800 Speaker 4: advantage plans by about two zero point five percent. This 16 00:00:50,880 --> 00:00:53,840 Speaker 4: is more than initially proposed, and it's essentially a relief 17 00:00:53,840 --> 00:00:55,560 Speaker 4: when we think about the fact that this industry has 18 00:00:55,600 --> 00:00:58,800 Speaker 4: really been struggling. It's been under pressure, especially given a 19 00:00:58,800 --> 00:01:01,800 Speaker 4: lot of the federal cost cutting efforts. But we do 20 00:01:01,840 --> 00:01:05,080 Speaker 4: see that this rate increase may actually let companies expand 21 00:01:05,080 --> 00:01:07,640 Speaker 4: their margins. Yet next year. So we are seeing the 22 00:01:07,880 --> 00:01:10,440 Speaker 4: street really celebrating this for some of those companies. But 23 00:01:10,600 --> 00:01:12,920 Speaker 4: we do know, as I mentioned, it's been a tough time. 24 00:01:13,360 --> 00:01:16,320 Speaker 4: Shares of Humanity down about twenty two percent year today. 25 00:01:16,480 --> 00:01:16,920 Speaker 1: That's a lot. 26 00:01:17,000 --> 00:01:18,520 Speaker 3: Yeah, these companies have been under pressure. 27 00:01:18,680 --> 00:01:19,600 Speaker 1: Yeah, Yeah, it's. 28 00:01:19,440 --> 00:01:20,160 Speaker 4: Been a tough ride. 29 00:01:20,400 --> 00:01:23,200 Speaker 1: Yeah, but interesting and they are among the top performers 30 00:01:23,200 --> 00:01:26,440 Speaker 1: in the S and P five hundred this Tuesday. All right, 31 00:01:26,480 --> 00:01:29,320 Speaker 1: let's slip it on over to Paramount Skuid Dance. I've 32 00:01:29,360 --> 00:01:30,000 Speaker 1: never heard of that. 33 00:01:30,240 --> 00:01:31,720 Speaker 2: Have you ever heard of that company? 34 00:01:31,440 --> 00:01:31,640 Speaker 4: Team? 35 00:01:31,920 --> 00:01:34,120 Speaker 1: It's not like it's been in the news forever. In 36 00:01:34,160 --> 00:01:35,360 Speaker 1: the last I thought. 37 00:01:35,160 --> 00:01:37,280 Speaker 4: We were done speaking about it, but we were not. 38 00:01:37,840 --> 00:01:38,040 Speaker 3: Never. 39 00:01:38,200 --> 00:01:38,400 Speaker 4: Never. 40 00:01:38,440 --> 00:01:40,880 Speaker 3: In the media industry, we talk about the media industry, 41 00:01:40,959 --> 00:01:42,440 Speaker 3: we will do exactly well. 42 00:01:42,440 --> 00:01:44,560 Speaker 4: We all know the ticker Peace Guy. The stock is 43 00:01:44,640 --> 00:01:47,280 Speaker 4: up earlier, surging as much as thirteen percent. We know 44 00:01:47,319 --> 00:01:49,320 Speaker 4: it's been in the news because of that tussle back 45 00:01:49,320 --> 00:01:52,960 Speaker 4: and forth between Netflix and Paramount's Guidance to get Warner 46 00:01:53,000 --> 00:01:55,480 Speaker 4: Brothers Discovery, where we are hearing some news from Paramounts 47 00:01:55,480 --> 00:01:59,600 Speaker 4: Guidance essentially saying that they entered into equity syndication agreements 48 00:01:59,640 --> 00:02:03,720 Speaker 4: with golf funds to support their acquisition acquisition of Warner 49 00:02:03,760 --> 00:02:07,279 Speaker 4: Brothers Discovery. Wall Street likes this shares a paramount guidance 50 00:02:07,360 --> 00:02:09,400 Speaker 4: up about nine and a half percent right now as 51 00:02:09,440 --> 00:02:11,880 Speaker 4: we speak. The stock though down about twenty percent so 52 00:02:11,919 --> 00:02:13,000 Speaker 4: far in twenty twenty six. 53 00:02:14,200 --> 00:02:15,000 Speaker 1: What are they doing? 54 00:02:15,720 --> 00:02:19,400 Speaker 4: They're essentially going to get the golf funds to help 55 00:02:19,480 --> 00:02:22,320 Speaker 4: support their purchase of Warner Brothers Discovery. 56 00:02:22,760 --> 00:02:26,720 Speaker 1: Oh you mean Persian Golf, right, Oh, so they're going 57 00:02:26,840 --> 00:02:27,360 Speaker 1: wait wait. 58 00:02:27,320 --> 00:02:29,000 Speaker 4: No, sorry you're saying. Yeah, the inter deals with the 59 00:02:29,000 --> 00:02:31,840 Speaker 4: Public Investment Fund, which is a vehicle of Abu Dhabi 60 00:02:32,080 --> 00:02:36,280 Speaker 4: Sovereign Wealth Funds and a vehicle of the Katar Investment Authority. 61 00:02:36,360 --> 00:02:37,639 Speaker 4: So it seems as that they're getting a bit of 62 00:02:37,680 --> 00:02:39,240 Speaker 4: support here for this deal. 63 00:02:39,400 --> 00:02:41,679 Speaker 1: Oh I see, So they're getting support because absolutely the 64 00:02:42,040 --> 00:02:44,040 Speaker 1: amount of death that they're taking on and the size 65 00:02:44,080 --> 00:02:46,320 Speaker 1: of this deal, right, this has been some concerns. But 66 00:02:47,520 --> 00:02:49,560 Speaker 1: tapping the Persian Golf and then interesting like with everything 67 00:02:49,600 --> 00:02:51,720 Speaker 1: going on, but yeah, yeah, deep pockets over. 68 00:02:51,600 --> 00:02:53,480 Speaker 4: There, we'll talk about everything that's been going on. We 69 00:02:53,480 --> 00:02:55,480 Speaker 4: do have a stock that's in the Red Delta Airlines 70 00:02:55,520 --> 00:02:59,040 Speaker 4: taker DL going down. We're seeing because we are seeing 71 00:02:59,120 --> 00:03:01,560 Speaker 4: that the company said it's going to increase charges. No 72 00:03:01,680 --> 00:03:03,959 Speaker 4: surprise here, we do know with all the conflicts going 73 00:03:04,000 --> 00:03:06,440 Speaker 4: on in the Middle East, we were expecting that the 74 00:03:06,480 --> 00:03:09,480 Speaker 4: costs might actually be offset and onto the consumer. And 75 00:03:09,520 --> 00:03:11,480 Speaker 4: we're hearing that Delta Airlines is actually going to be 76 00:03:11,560 --> 00:03:15,160 Speaker 4: hiking fees for checked bags between ten to fifty dollars 77 00:03:15,240 --> 00:03:17,640 Speaker 4: a piece. So your first bag will be forty five dollars, 78 00:03:17,720 --> 00:03:20,160 Speaker 4: your second bag would be fifty five dollars, your third 79 00:03:20,200 --> 00:03:22,160 Speaker 4: bag two hundred dollars. 80 00:03:22,280 --> 00:03:25,160 Speaker 1: Work. This is why we have to fly business, because 81 00:03:25,240 --> 00:03:27,399 Speaker 1: then we don't have to pay for those bags. I'm 82 00:03:27,440 --> 00:03:30,480 Speaker 1: just saying in the end, to think about the bags. 83 00:03:30,560 --> 00:03:31,800 Speaker 3: Good thing. I don't check bags. 84 00:03:33,160 --> 00:03:35,800 Speaker 1: I do get the bags going and coming back. You 85 00:03:35,800 --> 00:03:36,520 Speaker 1: add it up. 86 00:03:36,440 --> 00:03:37,280 Speaker 4: And it makes it. 87 00:03:37,280 --> 00:03:42,320 Speaker 3: It has feelings of this story. It holds why well. 88 00:03:42,400 --> 00:03:44,480 Speaker 3: I mean, when you travel with kids, you have to check. 89 00:03:44,680 --> 00:03:46,680 Speaker 1: You have to travel with When you. 90 00:03:46,680 --> 00:03:50,640 Speaker 3: Travel with Carol Massa, I say, don't. 91 00:03:50,400 --> 00:03:53,640 Speaker 1: Wait, I carry my bags. I'm like, I'll meet you. 92 00:03:53,640 --> 00:03:54,200 Speaker 2: At the gate. 93 00:03:55,040 --> 00:03:55,480 Speaker 3: About the cart. 94 00:03:56,160 --> 00:03:59,240 Speaker 1: Yes, I have a little card. I'm like, go order 95 00:03:59,320 --> 00:04:02,320 Speaker 1: us food for the plate. What do we do? 96 00:04:03,320 --> 00:04:06,160 Speaker 3: We wade a baggage? 97 00:04:06,360 --> 00:04:11,880 Speaker 2: I always tell you to go. 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