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

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

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

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Speaker 3: Let's take a look at some stocks on the move

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Speaker 3: on this Monday. Bloomberg News Cross Asset reporter Emily Graffeo

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Speaker 3: in studio with us Boeing.

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Speaker 4: This stock has been up for five straight days.

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Speaker 3: That's a good trend.

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Speaker 4: Yeah, I actually didn't even realize that until I looked

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Speaker 4: it up on the Bloomberg terminal, but it was hired today.

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Speaker 4: It closed up about two point five two point four percent.

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Speaker 4: A couple things going on with Boeing. So today Airbus

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Speaker 4: agreed to take over assets and sites, at least some

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Speaker 4: of them from Spirit Aerosystems, which clears the way for

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Speaker 4: the aerospace supplier, not the airline, to be acquired back

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Speaker 4: by its former parent, Boeing. And then they also got

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Speaker 4: an upgrade over at Bernstein. So Bernstein said that Boeing

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Speaker 4: is now making the progress that needed for the growth

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Speaker 4: trajectory and that there are still some risks for the company,

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Speaker 4: key one of them being high FAA scrutiny. But they

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Speaker 4: did raise the price target to two hundred and eighteen dollars,

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Speaker 4: which right now it's at about one eighty two.

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Speaker 3: So that would be quite a bump.

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Speaker 4: Yeah.

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Speaker 3: You know you mentioned the five days up in a row,

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Speaker 3: five consecutive days of games. Let's try that again, shall we.

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Speaker 3: So the stock up almost fifteen percent in that time. Yeah,

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Speaker 3: bump side.

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Speaker 1: I am. I am looking at the chart zooming out

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Speaker 1: for Boeing and this is a stock that's still down

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Speaker 1: fifty percent from its highs back in twenty nineteen.

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Speaker 4: There's been so much negativity.

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Speaker 1: Oh, I mean, this is a couple of CEOs like

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Speaker 1: multiple years.

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Speaker 3: Yeah, we're talking about to get on track.

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Speaker 1: Big questions about the future of the company. Yeah, no question.

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Speaker 3: Future of Nvidia.

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Speaker 4: Okay, looking video is down two percent today, However, I

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Speaker 4: will couch just by saying it was following a very

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Speaker 4: strong week. It was up like nine point four percent

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Speaker 4: last week, but today it was underperforming the Nasdaq. The

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Speaker 4: journal reported that Huawei is getting ready to test a

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Speaker 4: new and powerful AI processor that the Chinese tech giant

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Speaker 4: Huawei hopes can replace some Nvidia products. Honestly, I'm surprised

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Speaker 4: the stock isn't down more. That seems like a big deal.

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Speaker 1: I think it also does show like, look, people are

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Speaker 1: going after Nvidia. Look over your shoulder, You're not the

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Speaker 1: only game in town, especially with the export restrictions on

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Speaker 1: in Vidia and what China has been prevented from doing.

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Speaker 3: And this wasn't a chip that goes after Blackwell exactly.

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Speaker 1: This was the Hopper technology.

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Speaker 3: Correct, But the point one hundred that everybody is kind

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Speaker 3: of gunning for Nvidia and trying and you shouldn't rule

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Speaker 3: anybody out in this race.

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Speaker 1: Hey, I think Ian King has told us that Jensen

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Speaker 1: is pretty paranoid about that. Yeah, and he keeps things

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Speaker 1: moving forward.

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Speaker 3: Keeps those people work in big time.

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Speaker 1: They work hard, I have read in recording.

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Speaker 3: So this next one, I've actually talked with their c

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Speaker 3: suite and did a piece for the CFO show that

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Speaker 3: we do on Bloomberg. And what's interesting is you did

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Speaker 3: I did.

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Speaker 1: I didn't know that.

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Speaker 3: Oh wait didn't I don't know. Oh no, I didn't do.

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Speaker 1: Actually I didn't call you out. I was like, I

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Speaker 1: didn't see that.

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Speaker 3: But we had the CFOs on We did the CFO show,

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Speaker 3: but we had the CFOs on air with us.

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Speaker 1: That's what it is like. I'm like, you traveled to Switzerland.

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Speaker 1: That's pretty cool.

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Speaker 3: I have such a Monday burning so terrible, but I

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Speaker 3: bought their sneakers and like my daughter was making so

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Speaker 3: much fun of me?

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Speaker 4: Was my daughter? Oh?

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Speaker 2: Daughter?

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Speaker 4: They're supposed to be really trendy? Come on on holding

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Speaker 4: son today.

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Speaker 3: I love them, and I love like the way they

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Speaker 3: sell them, and like the you like the comfortable carol

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Speaker 3: at Yeah, I think super comfortable.

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Speaker 4: I think I don't know your daughter, but I don't

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Speaker 4: think she was justified in this instance. I feel like

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Speaker 4: they're very They're very trendy, They're very in and that's

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Speaker 4: also what Wall Street is saying. City raised their price

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Speaker 4: target and the rating on the Swiss shoemaker said they're

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Speaker 4: one of the fastest growing brands in the athletic apparel

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Speaker 4: and footwear industry.

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Speaker 1: I'm just going to throw this out there, guys. Okay, look,

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Speaker 1: I don't know anything about fashion. You know that from

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Speaker 1: looking at me, But kills daughter is pretty cool.

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Speaker 4: Okay, Okay, well, sneak, there's an issue.

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Speaker 1: Say we should probably listen to what she has to say.

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Speaker 3: When it comes to she has the oldest classic? Is

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Speaker 3: it the Adidas she goes?

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Speaker 2: She goes?

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Speaker 3: I think so, yeah, she goes snaker. What's interesting is

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Speaker 3: we were on a bus in London and there was

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Speaker 3: this guy in front of us and his wife was

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Speaker 3: making fun of him for having.

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Speaker 1: The exact same sneaker I had.

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Speaker 3: And my daughter just looks at me.

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Speaker 4: She's like, see, oh no, tell her to call city up.

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Speaker 3: I love them. They're super comfortable.

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Speaker 4: I mean, the stock speaks for itself. It's been rising

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Speaker 4: for five street days and there's a tariff story. The

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Speaker 4: analyst also said it has a geographically diverse, sales based

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Speaker 4: and low sourcing exposure in China, and there are Swiss brands.

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Speaker 4: They could be better. They could be in a better

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Speaker 4: position than the US brands if there's backlash related to teriffs.

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

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Speaker 2: us throughout the day for the latest roundup of companies

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Speaker 2: making news on Wall Street and for the latest market

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