1 00:00:02,520 --> 00:00:07,000 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 00:00:12,480 --> 00:00:16,239 Speaker 2: in the stock market, harnessing the power of Bloomberg Data 4 00:00:16,760 --> 00:00:17,600 Speaker 2: on Tipstadovek. 5 00:00:17,720 --> 00:00:20,760 Speaker 3: Along with Carol Masser, we're joined by Bloomberg TV Markets 6 00:00:20,760 --> 00:00:26,160 Speaker 3: correspondent Nora Melinda, Nora, what is on your radar this afternoon? 7 00:00:26,480 --> 00:00:29,400 Speaker 4: Intel said to seek an Apple investment as part of 8 00:00:29,440 --> 00:00:32,239 Speaker 4: its comeback bid. Of course, we know the US just 9 00:00:32,280 --> 00:00:34,680 Speaker 4: weeks ago announcing that it was going to have about 10 00:00:34,760 --> 00:00:37,640 Speaker 4: ten percent stake here in the company. Intel is just 11 00:00:37,680 --> 00:00:40,440 Speaker 4: really just trying to grapple with all the challenges that 12 00:00:40,479 --> 00:00:42,760 Speaker 4: it's been facing as it really intends to compete with 13 00:00:42,840 --> 00:00:44,919 Speaker 4: a lot of the companies out there that are really 14 00:00:45,000 --> 00:00:47,960 Speaker 4: betting on AI. Not seeing too much activity here and 15 00:00:48,000 --> 00:00:51,080 Speaker 4: shares of Intel, let's take our I INTC or Apple 16 00:00:51,159 --> 00:00:53,360 Speaker 4: AAPL in the after hours trade. But we're gonna have 17 00:00:53,360 --> 00:00:56,120 Speaker 4: to hang in there and see what happens at market 18 00:00:56,120 --> 00:00:57,200 Speaker 4: open tomorrow morning. 19 00:00:57,440 --> 00:00:59,480 Speaker 3: I think what I find so interesting about this, Nora, 20 00:00:59,720 --> 00:01:02,720 Speaker 3: is it's like, why would Apple make an investment such 21 00:01:03,000 --> 00:01:05,000 Speaker 3: as this? And Ryan was on our program and he 22 00:01:05,000 --> 00:01:07,560 Speaker 3: made the point. You know, Tim Cook made this commitment 23 00:01:07,600 --> 00:01:10,880 Speaker 3: at the White House that the company would invest hundreds 24 00:01:10,880 --> 00:01:14,200 Speaker 3: of billions of dollars in the United States and this 25 00:01:14,240 --> 00:01:16,240 Speaker 3: could potentially be part of that investment. 26 00:01:16,520 --> 00:01:19,640 Speaker 4: Absolutely, I mean absolutely, I think that we're going to 27 00:01:19,720 --> 00:01:21,600 Speaker 4: have to see if this is a part of it. 28 00:01:21,640 --> 00:01:23,240 Speaker 4: But I mean the fact that he laid out that 29 00:01:23,440 --> 00:01:26,199 Speaker 4: prior and then we're just thinking about everyone really wanting 30 00:01:26,240 --> 00:01:30,240 Speaker 4: to bet on home grown manufacturing here as we're trying 31 00:01:30,240 --> 00:01:33,160 Speaker 4: to beef up all of our AI progress here. I mean, 32 00:01:33,200 --> 00:01:36,080 Speaker 4: you're really seeing a lot of different entities coming and 33 00:01:36,200 --> 00:01:39,679 Speaker 4: rallying behind Intel, and you're definitely seeing Wall Street starting 34 00:01:39,720 --> 00:01:42,280 Speaker 4: to pour some cash into the company. So we'll have 35 00:01:42,319 --> 00:01:45,240 Speaker 4: to see how this deal in particular progresses and what 36 00:01:45,280 --> 00:01:48,360 Speaker 4: this relationship would potentially look like between Apple and Intel. 37 00:01:48,560 --> 00:01:50,240 Speaker 1: You know, it's funny too when we look up at Intel, 38 00:01:50,280 --> 00:01:53,360 Speaker 1: you look at the HDS function on the Bloomberger test 39 00:01:53,360 --> 00:01:56,000 Speaker 1: to do with investors holdings who have the biggest Well, 40 00:01:56,040 --> 00:01:58,160 Speaker 1: it's black Rock and Vanguard one and two, but United 41 00:01:58,160 --> 00:02:01,880 Speaker 1: States of America that's the number three, so biggest investor 42 00:02:01,920 --> 00:02:05,040 Speaker 1: in Intel. Hey, speaking about the government investing into companies, 43 00:02:05,080 --> 00:02:07,960 Speaker 1: I want to jump ahead to lithium America's take our lac. 44 00:02:08,160 --> 00:02:10,760 Speaker 1: That is something that we've been talking about. This one 45 00:02:11,040 --> 00:02:12,640 Speaker 1: took off like a rocket. 46 00:02:12,919 --> 00:02:15,480 Speaker 4: Did take off like a rocket, as you're calling out there, 47 00:02:15,800 --> 00:02:19,519 Speaker 4: ended ninety five percent higher at the closing bell. I'm 48 00:02:19,600 --> 00:02:22,720 Speaker 4: just blown away by that percentage right now. So this 49 00:02:22,760 --> 00:02:26,560 Speaker 4: is a Vancouver based lithium manufacturer. It focuses on batteries 50 00:02:26,680 --> 00:02:29,119 Speaker 4: and other things of the sort. It's about one point 51 00:02:29,120 --> 00:02:31,760 Speaker 4: four billion dollars in market cap, but made some big 52 00:02:31,840 --> 00:02:34,560 Speaker 4: moves here as we saw at the closing bell. As 53 00:02:34,560 --> 00:02:36,519 Speaker 4: you mentioned, you know, we've been talking about steaks and 54 00:02:36,560 --> 00:02:40,120 Speaker 4: the government taking stakes and multiple companies here. So the 55 00:02:40,200 --> 00:02:43,840 Speaker 4: Trump administration is pursuing a steak here in this company. 56 00:02:44,240 --> 00:02:46,839 Speaker 4: This happened during a renegotiation of a two point three 57 00:02:46,960 --> 00:02:49,840 Speaker 4: billion dollar loan that was extended from a Department of 58 00:02:49,960 --> 00:02:52,480 Speaker 4: Energy here. So as to really think about the government 59 00:02:52,800 --> 00:02:56,240 Speaker 4: take putting its presence and taking steaks in multiple companies 60 00:02:56,360 --> 00:02:58,760 Speaker 4: is a perfect read through there from Intel and now 61 00:02:58,800 --> 00:03:01,200 Speaker 4: over here to Lithium Maria. Lots to keep an eye 62 00:03:01,200 --> 00:03:01,519 Speaker 4: on here. 63 00:03:01,960 --> 00:03:04,359 Speaker 3: Okay, what else you got your eye on this afternoon? 64 00:03:04,360 --> 00:03:05,720 Speaker 3: You said, lots of keep your eye on. We're going 65 00:03:05,800 --> 00:03:07,760 Speaker 3: to get a fourth from you. I think, yes, think 66 00:03:07,800 --> 00:03:11,000 Speaker 3: it's a special day. Specially what's the. 67 00:03:10,919 --> 00:03:13,679 Speaker 4: Fourth well ending on a green note, on a good 68 00:03:13,720 --> 00:03:17,239 Speaker 4: note here AAR Corp. This is an aerospace and defence 69 00:03:17,280 --> 00:03:20,960 Speaker 4: company in that sector there, so essentially it is a 70 00:03:21,000 --> 00:03:25,040 Speaker 4: provider of a lot of the aviation services and manufacturing there. 71 00:03:25,080 --> 00:03:28,120 Speaker 4: It's about three billion dollars based in Illinois here. But 72 00:03:28,200 --> 00:03:32,400 Speaker 4: it boosted its organic sales growth outlook after posting first 73 00:03:32,480 --> 00:03:35,680 Speaker 4: quarter results that topped expectation. So coming out of those 74 00:03:35,720 --> 00:03:39,320 Speaker 4: results that beat what the market was expecting. Here it's saying, hey, 75 00:03:39,360 --> 00:03:41,560 Speaker 4: we have a better outlook look ahead when we think 76 00:03:41,600 --> 00:03:44,440 Speaker 4: about sales growth here for the company, one hundred percent 77 00:03:44,520 --> 00:03:47,080 Speaker 4: of Wall Street is saying by that's according to the 78 00:03:47,080 --> 00:03:49,240 Speaker 4: A and R page that we have here on the 79 00:03:49,280 --> 00:03:51,800 Speaker 4: Bloomberry terminal, about five analysts saying to buy the stock. 80 00:03:53,520 --> 00:03:57,520 Speaker 2: This stock mover's report from Bloomberg Radio. Check back with 81 00:03:57,600 --> 00:03:59,960 Speaker 2: us throughout the day for the latest roundup of company 82 00:04:00,280 --> 00:04:03,360 Speaker 2: making news on Wall Street and for the latest market 83 00:04:03,400 --> 00:04:07,840 Speaker 2: moving headlines. 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