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

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Speaker 2: The Stock Movers Report, 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 today.

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Speaker 3: I'm normal Inda with Paul Sweeney and we're joined today

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Speaker 3: by Bloomberg's Christine Aquino. Christine, what's on your mind today?

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Speaker 1: All right, Well, let's talk about Warner Brothers Discovery, which

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Speaker 1: is on the other side of the biggest deal today

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Speaker 1: possibly this week really, So those shares very much in

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Speaker 1: agree in keeping with the rest of the market. Nora

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Speaker 1: So ticker WBD shares are up three point eight percent

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Speaker 1: at the moment, So definitely investors seeing positives at least

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Speaker 1: from Warner Brothers perspective when it comes to this deal.

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Speaker 1: Seventies do billion dollars worth of equity with Netflix, and

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Speaker 1: so Bloomery Intelligence analy is weighing in, right, So when

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Speaker 1: they're looking at it from the epidem multiple twenty five

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Speaker 1: point two x, that is at the higher range of

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Speaker 1: the recent m and A in this space, and so

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Speaker 1: they're seeing that as a positive. And you know, the

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Speaker 1: move will allow Warner Brothers to spin off it's TV

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Speaker 1: network businesses by the third quarter of next year, and

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Speaker 1: that could potentially bring forward more industry consolidation. But as

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Speaker 1: we know, the hurdle with all these deals, of course,

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Speaker 1: is regulation, right and TD Cowan all already warning that

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Speaker 1: regulatory pushback might be the problem here. And of course

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Speaker 1: we heard from CNBC earlier reporting that the White House

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Speaker 1: is apparently viewing to deal with quote heavy skepticism. What

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Speaker 1: else do you have for us. Let's take a look

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Speaker 1: at Oracle today, Paul. So that's another software CEO that

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Speaker 1: is not exactly over cl shares up one point seven

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Speaker 1: percent at the moment. We will get their earnings on

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Speaker 1: the tenth of December, so a lot to look forward

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Speaker 1: to in that. And you know, we have Blooming Intelligence

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Speaker 1: weighing in saying that they are confident that Oracle will

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Speaker 1: be able to top their sixty five billion dollars of

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Speaker 1: total sales in fiscal twenty twenty six because the contraints

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Speaker 1: from their AI infrastructure remains tight. That means that businesses

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Speaker 1: booming and they're all engaged cloud databases and another area that

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Speaker 1: they're looking for some gains there. That expanded thirty two

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Speaker 1: percent in the first quarter, so a lot of promise there.

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Speaker 1: The focus though, and the question really is all about debt, right,

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Speaker 1: because Oracle in some ways has been sort of the

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Speaker 1: flagship of questions around how much these companies are borrowing

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Speaker 1: to finance their aideals. Oracle does not have as good

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Speaker 1: of a credit rating as some of the cloud computing giants,

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Speaker 1: and as a matter of fact, a measure of its

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Speaker 1: credit risk actually closed at the highest level since the

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Speaker 1: financial crisis this week because it has effectively sold tens

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Speaker 1: of billions of dollars of bonds in recent months to

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Speaker 1: finance some of their aideals. So big questions around their

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Speaker 1: debt for sure.

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Speaker 3: Yeah, shares of Oracle taker o rcl up about thirty

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Speaker 3: one percent so far this year. I want to talk

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Speaker 3: about the airline space. We did hear from Delta more recently,

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Speaker 3: and they were talking about the drags that happened because

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Speaker 3: of the government shut down. But you're looking at Southwest

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Speaker 3: and they're kind of saying something similar.

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Speaker 1: Yeah, exactly, Nora, So Southwest Taker l UV. Those shares

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Speaker 1: are not doing too badly. Actually, they're very much in

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Speaker 1: the green of five point eight percent. But we did

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Speaker 1: hear from Southwest saying that they are lowering their operating

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Speaker 1: profit target for the full year, again because of fallout

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Speaker 1: from both the government's shutdown, but also higher fuel prices

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Speaker 1: as another reason that they're signing there. So now they're

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Speaker 1: looking at their EBIT forecast approximately five hundred million dollars

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Speaker 1: versus the prior expectation of six hundred million to eight

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Speaker 1: hundred million, So quite the cut there. But the silver lining,

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Speaker 1: and I think this is what investors are seizing on,

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Speaker 1: is that they did say that their bookings have recovered

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Speaker 1: to previous forecasts after a temporary slowdown, presumably because of

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Speaker 1: the flight halts during the shutdown. So I think that's

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Speaker 1: what investors is seizing on. Big travel season also, so

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Speaker 1: I'm sure there's a lot of demand for Southwest tickets,

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Speaker 1: all right. So Southwest Airlines the ticker is LUV LUV Yes,

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Speaker 1: why why?

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Speaker 3: Why?

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Speaker 1: Don't know why? Tell us? Okay, Southwest Airlines is based

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Speaker 1: at love Field. Oh, you're right, Worth area, so they

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Speaker 1: just really leaned into that absolutely heritage for work area.

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Speaker 2: So the stock movers report from Bloomberg Radio. Check back

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

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

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Speaker 2: market moving headlines. Listen to Bloomberg Radio Live. Catch us

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