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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast,

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Speaker 1: your roundup of companies making moves in the stock market,

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Speaker 1: harnessing the power of Bloomberg data.

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Speaker 2: Let's take a look at other stocks on the move today.

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Speaker 2: We're joined now by Bloomberg's Nita za Cova. Let's go

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Speaker 2: to Delta because that stock is up and I'm trying

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Speaker 2: to read between the tea leaves here. Like the forecast,

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Speaker 2: there was no forecast, but earnings are better than expected.

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Speaker 3: Yeah, it's a very interesting combination. Initially, when I saw

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Speaker 3: the earnings report, they weren't about world economic uncertainty. I

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Speaker 3: thought that investors are very sensitive towards that, but we're

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Speaker 3: actually here. It rose as much as eight point six percent.

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Speaker 3: It's about seven percent now, so incredible rally here. I

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Speaker 3: think an important part of this market and what we're

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Speaker 3: seeing in terms of the buying is all those names

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Speaker 3: who suffer the most, and Delta was down about forty

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Speaker 3: percent before this, are getting a big boost. Of course

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Speaker 3: the earnings report. We had a really good earning report

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Speaker 3: from them. Despite the uncertainty. Analysts are warning that the

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Speaker 3: spital of this Investors should be encouraged by their diverse

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Speaker 3: revenue streams by their cost management. So when we look

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Speaker 3: at the buy recommendation, there is definitely a lot of

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Speaker 3: optimism among analysts. And then of course we got the

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Speaker 3: first quarter earning that beast analyst estimate, so that's bringing

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Speaker 3: some optimism, but Deuilta declined to reaffirm the forecast is

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Speaker 3: issued in January. There is clearly so much uncertainty, but

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Speaker 3: investors are buying the dip, so probably that uncertainty is

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Speaker 3: fine for the first few hours of trading.

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Speaker 2: I mean, it just shows that how much was already

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Speaker 2: priced in to your points and forty eight percent taken

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Speaker 2: in February, which means that for earning season, if you beat,

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Speaker 2: even if you pull guidance, are we going to rerage

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Speaker 2: just because we've already been so pummeled BI maybe it

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Speaker 2: doesn't agree, but none of less. Peabody Energy, Yeah.

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Speaker 3: We have two different types of bringing the stock hire.

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Speaker 3: It was high as much as twenty one percent in

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Speaker 3: pre market. Now obviously some of those games have faded,

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Speaker 3: but still incredibly strong.

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Speaker 1: Day.

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Speaker 3: We have a combination of President Donald Trump signing an

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Speaker 3: executive order to expand mining use of coal in the US,

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Speaker 3: and we also have a deal worked up to about

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Speaker 3: four billions by Anglo Americans stillmaking co So the combination

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Speaker 3: of the deal and the combination of obviously what's coming

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Speaker 3: out of the White House is really boosting the companies.

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Speaker 3: We have a lot of measures obviously to promote electricity

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Speaker 3: made from coal, So that's clearly boosting the company and

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Speaker 3: it's one of the biggest winners today. Where yet to

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Speaker 3: see if that host because obviously everything's votile, but that's

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Speaker 3: definitely one name we're looking at.

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Speaker 2: Alex what did you make of the presence executive order

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Speaker 2: yesterday promoting against the use of call the mining of coal.

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Speaker 1: Is this for domestic consumption?

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Speaker 3: It's just for export?

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Speaker 2: Both well, it seemed to say that it was for

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Speaker 2: AI demand in order to meet that. That's why it

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Speaker 2: was sort of any security At the end of the day, guys,

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Speaker 2: it's economics. If it economically makes sense to build a

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Speaker 2: coal plant, they will build it. If it makes economic

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Speaker 2: sense to keep it running, they will keep it running. Now,

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Speaker 2: coal is below natural gas and prices, so from that perspective, sure,

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Speaker 2: But on a longer term basis, I mean, TVD, would

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Speaker 2: you really change what you're investing in terms of natural

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Speaker 2: gas to coal I don't know, all right, And wrapping

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Speaker 2: it up here, let's go to Kalman. This is a

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Speaker 2: is this a company going.

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Speaker 3: To going to one of my favorite topics. It's an

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Speaker 3: egg producer that reported third quarter earnings that misconsensus. But

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Speaker 3: most importantly, we're hearing about UH investigations from the Department

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Speaker 3: of Justice for the causes behind the increase in egg crisis. Also,

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Speaker 3: one thing I really like about this company, the ticker

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Speaker 3: is com, which is something we all need today. But

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Speaker 3: the shares dropped earlier on Wednesday, there was a really

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Speaker 3: big drop. Obviously, now things are so votile on micro

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Speaker 3: level that a lot of that drop was erased. But

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Speaker 3: for sure, that's a very interesting thing to look at,

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Speaker 3: going to that egg price debate that has shaken the economy.

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Speaker 3: But the company also said Tuesday it is acquiring Echo Lakefoods,

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Speaker 3: a Vermont based maker of ready to eat egg products.

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Speaker 3: So clearly the egg economy is expanding. So that's an

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Speaker 3: interesting name to watch that's actually scoring small losses today

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Speaker 3: compared to what we saw in free market trading.

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Speaker 1: The Stock Movers podcast from Bloomberg Radio check back with

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Speaker 1: us throughout the day for the latest roundup of companies

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