1 00:00:02,520 --> 00:00:10,440 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast, 2 00:00:10,800 --> 00:00:14,040 Speaker 1: your roundup of companies making moves in the stock market 3 00:00:14,240 --> 00:00:17,599 Speaker 1: harnessing the power of Bloomberg data. 4 00:00:17,880 --> 00:00:19,720 Speaker 2: Let's take a look at some stocks that are also 5 00:00:19,720 --> 00:00:22,040 Speaker 2: on the mover joined at by Bloomberg's by Lipscholtz, Boomberg 6 00:00:22,079 --> 00:00:25,240 Speaker 2: News Senior Equities reporter. All right, what are you watching today? 7 00:00:25,400 --> 00:00:27,680 Speaker 3: Yeah, all eyes are on the market. But the biggest 8 00:00:27,720 --> 00:00:31,080 Speaker 3: driver in the sp five hundred in Nvidia up almost 9 00:00:31,120 --> 00:00:33,680 Speaker 3: eight percent right now, on pace for its best two 10 00:00:33,760 --> 00:00:36,600 Speaker 3: day gains since May. Keeping in mind it's still down 11 00:00:36,640 --> 00:00:39,600 Speaker 3: twenty two percent year to date. So investors going back 12 00:00:39,640 --> 00:00:43,879 Speaker 3: into mag seven stocks. Colleague Bernard Goiter had a really 13 00:00:43,920 --> 00:00:46,839 Speaker 3: interesting story out about how the little liquidity lack of 14 00:00:46,840 --> 00:00:49,560 Speaker 3: liquidity can drive some of these big rallies for large 15 00:00:49,560 --> 00:00:52,040 Speaker 3: cap stocks as well as indexes. So while the SPA 16 00:00:52,080 --> 00:00:54,040 Speaker 3: five hundreds up to three point eight percent and Videos 17 00:00:54,120 --> 00:00:57,680 Speaker 3: up about eight percent, keeping an eye on the validity 18 00:00:57,680 --> 00:00:59,920 Speaker 3: and how long these stocks can stay higher. Just give 19 00:01:00,080 --> 00:01:02,480 Speaker 3: and we are still in Donald Trump's world for all 20 00:01:02,480 --> 00:01:03,360 Speaker 3: intents and purposes. 21 00:01:03,720 --> 00:01:05,320 Speaker 2: And you have to argue too that it was just 22 00:01:05,560 --> 00:01:09,080 Speaker 2: so oversold, right like valuation has come down so much, yep. 23 00:01:09,160 --> 00:01:12,200 Speaker 3: And we've seen people point to the fact that, as 24 00:01:12,240 --> 00:01:14,800 Speaker 3: you mentioned, we're on a brutal three day stretch, and 25 00:01:14,840 --> 00:01:17,319 Speaker 3: it's kind of we saw yesterday with the headfake the 26 00:01:17,400 --> 00:01:20,640 Speaker 3: fake headline if you will, about potentially walking back. So 27 00:01:20,840 --> 00:01:22,600 Speaker 3: I talked to some people this morning saying, you know, 28 00:01:22,680 --> 00:01:25,600 Speaker 3: if that's what we get from a potential pause, only 29 00:01:25,640 --> 00:01:28,800 Speaker 3: imagine what this means if Trump did fully pivot on it. 30 00:01:28,880 --> 00:01:32,960 Speaker 3: But still obviously remains to be seen. Palenteer PLT are 31 00:01:33,040 --> 00:01:35,639 Speaker 3: also another name that I associate with kind of ai 32 00:01:35,959 --> 00:01:39,400 Speaker 3: in that momentum trade, Yeah, momentum trade, and again keeping 33 00:01:39,440 --> 00:01:41,880 Speaker 3: an eye on that stocks a more than nine percent. Again, 34 00:01:42,120 --> 00:01:44,240 Speaker 3: this is a company that when you look at it 35 00:01:44,280 --> 00:01:46,480 Speaker 3: on the last twelve months, guys still up two hundred 36 00:01:46,480 --> 00:01:49,920 Speaker 3: and seventy percent, so pulling back from its peak back 37 00:01:49,920 --> 00:01:52,960 Speaker 3: in mid February, but the company is still very much 38 00:01:53,000 --> 00:01:56,320 Speaker 3: part of that risk on trade. Obviously, when you are 39 00:01:56,640 --> 00:01:59,320 Speaker 3: really a part of not only some of those retail 40 00:01:59,400 --> 00:02:02,800 Speaker 3: trader chat favorites of individual investors, but you also get 41 00:02:02,800 --> 00:02:04,880 Speaker 3: the bid from being a component of the Nasdaq one 42 00:02:04,960 --> 00:02:07,160 Speaker 3: hundred s and P five hundred. So we do see 43 00:02:07,360 --> 00:02:11,320 Speaker 3: investors plowing and continuing to plow into those benchmark tracking ETFs. 44 00:02:11,400 --> 00:02:11,520 Speaker 1: Right. 45 00:02:11,560 --> 00:02:13,560 Speaker 2: It's going to be a time though, I think, until 46 00:02:13,560 --> 00:02:15,480 Speaker 2: we actually get some fundamentals moving all. 47 00:02:15,520 --> 00:02:15,640 Speaker 1: Right. 48 00:02:15,720 --> 00:02:16,680 Speaker 2: Last up, what are you looking at? 49 00:02:17,000 --> 00:02:19,799 Speaker 3: Keeping an eye on insurers, looking at human and the 50 00:02:19,840 --> 00:02:22,359 Speaker 3: best performing The SP five hundred stock is up more 51 00:02:22,400 --> 00:02:26,520 Speaker 3: than twelve percent, also rallying our other managed care names. 52 00:02:26,520 --> 00:02:30,200 Speaker 3: This comes after the Centers for Medicare and Medicaid Services 53 00:02:30,400 --> 00:02:38,200 Speaker 3: published a five point zero six percent advantage capitation rate increase, 54 00:02:38,240 --> 00:02:40,800 Speaker 3: which is better than the expectations for two point two 55 00:02:40,880 --> 00:02:44,720 Speaker 3: three percent, So analysts really applauding that will actually impact 56 00:02:44,760 --> 00:02:47,560 Speaker 3: the companies on a fundamental basis. So fundamental news, Alex 57 00:02:48,000 --> 00:02:49,880 Speaker 3: and that's some of that regulatory pressure that we've been 58 00:02:49,919 --> 00:02:54,120 Speaker 3: seeing from the administration. Pushing back on insurers may be easy, 59 00:02:54,160 --> 00:02:56,079 Speaker 3: if not getting a little bit better, though, Investors still 60 00:02:56,160 --> 00:02:59,280 Speaker 3: keep an eye on how the Republican's budget reconciliation process 61 00:02:59,280 --> 00:03:02,639 Speaker 3: plays out and what actually ends up happening with Medicare 62 00:03:02,760 --> 00:03:05,799 Speaker 3: Medicaid cuts potentially that can offset some of those tax increases. 63 00:03:06,800 --> 00:03:10,920 Speaker 1: The Stock Movers podcast from Bloomberg Radio check back with 64 00:03:11,040 --> 00:03:13,760 Speaker 1: us throughout the day for the latest roundup of companies 65 00:03:13,800 --> 00:03:16,880 Speaker 1: making news on Wall Street, and for the latest market 66 00:03:16,880 --> 00:03:21,240 Speaker 1: moving headlines. Listen to Bloomberg Radio Live. 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