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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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Speaker 2: the stock market, harnessing the power of Bloomberg data.

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Speaker 1: Let's look at some stocks on the move today. We

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Speaker 1: are joined by Bloomberg's Critty Gupta on a very busy

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Speaker 1: morning already for corporate earnings. We've heard from a number

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Speaker 1: of big names in the early morning hours. Critty, and

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Speaker 1: the big question for investors is are any of these

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Speaker 1: companies going to give guidance given the trade uncertainty? What

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Speaker 1: are we hearing this morning? Good morning, Good morning, Nathan.

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Speaker 3: We're seeing a tale of two tariffs. And let me

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Speaker 3: explain because two very important companies, Honeywell and General Motors,

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Speaker 3: both talking about tariffs, both being interpreted in different ways.

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Speaker 3: They'll start off with Honeywell, which is the mover of

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Speaker 3: the morning. Ho n is your taker treading about two

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Speaker 3: hundred and twelve dollars share surging a whopping almost six percent, Nathan.

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Speaker 3: And it's because they not only issued a beat on

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Speaker 3: some of their Wall Street estimates when it comes to

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Speaker 3: earnings as well, they said that they're including some of

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Speaker 3: their guidance in terms of the tear four and saying

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Speaker 3: that the volatility did not weigh on its strong first quarter,

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Speaker 3: so they incorporated the earning story and they're not seeing

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Speaker 3: much of a dent. Let me just walk you through

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Speaker 3: some of these numbers to show you what I mean here,

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Speaker 3: simply because they are now talking about with some of

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Speaker 3: the tariff impact included, sales expected to top out at

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Speaker 3: forty point five billion. The previous estimate was forty point

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Speaker 3: six billions. So the street looking at that and saying,

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Speaker 3: this is including the tariff impact that they've modeled out,

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Speaker 3: and that impact isn't as massive. So that's positive news

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Speaker 3: for Honeywell Bears. Hon is your ticker shares hire by

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Speaker 3: now about five percent, but still wopping a move higher

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Speaker 3: by I started trading it about two hundred and eleven

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Speaker 3: dollars a share. But Nathan, I promised you a tale

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Speaker 3: of two tariffs. Let me show you the other side

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Speaker 3: of how this all plays out. General Motors a great

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Speaker 3: example this morning, GM is your ticker trading just shy

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Speaker 3: of forty six dollars a share, down about three percent

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Speaker 3: their morning. This morning, they are talking about those Trump

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Speaker 3: tariffs having a massive impact, to the point that they

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Speaker 3: have no visibility. They are freezing their share buyback and

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Speaker 3: they are suspending their guidance. Nathan, if you're looking for

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Speaker 3: panic in a stock, this is what that looks like.

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Speaker 3: Shares are down about three percent. And again, this is

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Speaker 3: a complete different take when it comes to the Likes,

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Speaker 3: of comparing the Likes to Honeywell, for example, when you

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Speaker 3: look at their earnings, though it looks like they did

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Speaker 3: beat the Wall Street consensus, but the street looking through

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Speaker 3: those numbers and saying, look, it's all about the terraffs.

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Speaker 3: It's all about the forward looking guidance and right now

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Speaker 3: GM just not providing any of those shares dropping by

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Speaker 3: about three percent and change. I's talk about Royal Caribbean here, Nathan.

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Speaker 3: Rcl is your ticker hire by three point three percent,

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Speaker 3: one of your biggest high volume movers to the upside,

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Speaker 3: trading at two hundred and twenty three dollars a share.

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Speaker 3: Looks like their earnings beat, they have their full year

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Speaker 3: outlook rais. They're also saying near term bookings are a

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Speaker 3: big positive for the cruise line as well. We should

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Speaker 3: also take a ups I'm giving you just a laundry

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Speaker 3: to positivity this morning. We should should take the good

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Speaker 3: news when we get it. UPS is the other ticker.

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Speaker 3: I've got my eye on Hire by about two and

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Speaker 3: a half percent trading j Shi, I have one hundred

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Speaker 3: bucks a share. They're cutting twenty thousand jobs after Amazon

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Speaker 3: pulled back. Remember UPS competes with FedEx USPS volume goes

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Speaker 3: through FedEx Amazon volume tests to go through UPS. But

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Speaker 3: after that contract, UPS really going big on cutting costs,

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Speaker 3: improving profitability. And it looks like the street is really

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Speaker 3: a fan of this twenty thousand job cut number. So

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Speaker 3: those shares hire by over two percent this morning. I'll

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Speaker 3: ended up Nathan with Coca Cola because nose numbers are

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Speaker 3: crossing the wire. Hire by seven tens of one percent.

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Speaker 3: Is still fluctuating as I speak. KO is your ticker

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Speaker 3: there some mixed results. Looks like they're comp sales or

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Speaker 3: the compps excuse me, is coming in in line with estimates,

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Speaker 3: but their unit case volume is positive. The market still

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Speaker 3: deciding how they feel about it.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout today for the latest roundup of companies making

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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