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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: I'm Tim Statoveek along with Carol Masser. Let's take a

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Speaker 3: look at some stocks that are on the move this week.

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Speaker 3: We're joined by Bloomberg News Ecity's reporter Jordan Fitzgerald. Jordan,

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Speaker 3: it's too late for me to say Happy New Year,

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Speaker 3: but this was the first full trading week of the year.

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Speaker 3: You had a lot to choose from.

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Speaker 4: Yes, and I don't think it's too late yet. This

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Speaker 4: first time I've seen you in twenty twenty six.

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Speaker 3: I won't tell Larry David.

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Speaker 4: Other than Matt. Yes, lots going on this week. It

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Speaker 4: was a bit of a fear start to the year.

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Speaker 4: Sand Disc shares gained the most this week, up thirty

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Speaker 4: seven percent, closed to a record high as memory and

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Speaker 4: storage names continue this searing tear that they've been on.

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Speaker 1: This was amazing because they had such bed year last year, right,

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Speaker 1: they were the number one gainer right in the S

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Speaker 1: and P LA last year.

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Speaker 3: You had these stocks up triple digits in twenty twenty five,

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Speaker 3: and there was like a little bit of a breather

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Speaker 3: this week, but then continuing to surge ahead investors like.

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Speaker 4: These right, and investors you know, as we're investing in AI.

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Speaker 4: It's a lot easier I think, to you know, build

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Speaker 4: the stuff around it than it is to you know,

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Speaker 4: put your mind five years ahead as to what is

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Speaker 4: going to do that and to get there, we do need,

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Speaker 4: you know, the hardware to build it. And so these

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Speaker 4: these companies that are doing memory and storage chip equipment

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Speaker 4: names also rose today, Companies like lab Research, kla Amatt

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Speaker 4: like all of these these the physical components of AI

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Speaker 4: are really outperforming. And the market you know, did take

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Speaker 4: that pause this week and then they realized, no, we're

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Speaker 4: still into AI, so on a tear.

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Speaker 1: Pretty remarkable, that is. I mean you could just, man,

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Speaker 1: if you were all in on sand disk, you could

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Speaker 1: is like sell now and like say, I've.

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Speaker 4: Had a really good year and you know what saying

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Speaker 4: to do that. I feel like we were talking about

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Speaker 4: it now. It's every single week it's sand disk, SanDisk,

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Speaker 4: sand disk. Someone definitely has become generationally wealthy off of yees.

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Speaker 3: Up sixty percent this year so far and last January. Yeah,

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Speaker 3: I know, it's crazy. And he didn't even start trading

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Speaker 3: last year till what February, I think, and it was up,

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Speaker 3: you know, triple digits last year.

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Speaker 1: Yeah, I forgot. It didn't start trading until some point

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Speaker 1: last year.

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Speaker 3: I'm going to look at the chart, Carol, and I'm

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Speaker 3: going to tell you guys exactly when it started trading.

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Speaker 3: It was February thirteenth, twenty twenty five.

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Speaker 1: Yeah, it's pretty lucky thirteen. All right, let's go to Intel.

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Speaker 1: It has not been always so lucky for them, although

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Speaker 1: popping up in the White House can help.

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Speaker 4: Yes, As we have been reminded this week, a tweet

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Speaker 4: from Donald Trump can do a lot to the stock market.

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Speaker 4: So Trump posting on truth Social today praising Intel CEO

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Speaker 4: Lip Bhutan. They met yesterday, and Trump really thinks that

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Speaker 4: he's done a great job getting Intel to perform both

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Speaker 4: you know, in the market and just on its actual

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Speaker 4: technological product products.

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Speaker 3: I was thinking, and I said this earlier. It's all

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Speaker 3: well and good to be you know, the CEO of

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Speaker 3: a company that the US owns a close to ten

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Speaker 3: percent stake in when it's doing well, and like the

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Speaker 3: truth Social posts go out and the President's very happy

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Speaker 3: about it. But what happens if the company doesn't do well?

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Speaker 3: What are the calls that Lipbutan receives or the social

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Speaker 3: media posts that Liputan received. You're obsessed with this, I am,

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Speaker 3: because this is such a new world that we live in.

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Speaker 3: We're like because the President even touted the US's ownership

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Speaker 3: and talked about like the return to investors and like

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Speaker 3: this was a great deal for you Americans. This is

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Speaker 3: not the typical like free market capitalism world that we

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Speaker 3: thought we lived in.

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Speaker 4: No, it's not. But also so I don't think people

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Speaker 4: are complaining if they can make money until up sixteen

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Speaker 4: percent this week. If you're hold Intel, you don't care.

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Speaker 1: Yeah, it's interesting.

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Speaker 3: I love when you're the a stockpayer, you're a holder

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Speaker 3: of Intel.

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Speaker 1: You still go to the HDS page and you know,

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Speaker 1: you see the US of the United States of America

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Speaker 1: as the third largest shareholder of shares of Intel. So

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Speaker 1: it's it's pretty wild.

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Speaker 3: All right.

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Speaker 1: Let's go to a name that isn't something that I

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Speaker 1: talk about a lot I feel like or say often yes,

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Speaker 1: not not a household name.

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Speaker 4: Source a houseware name, but not a household name, A

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Speaker 4: bit of a honey one. This also you know example

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Speaker 4: of stocks moving on what the President says. Builders for

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Speaker 4: Source makes home building equipment. They're up nineteen percent this week.

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Speaker 4: That's the best week for that stock since twenty twenty three,

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Speaker 4: and rose along with the entire homebuilders ecosystem today after

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Speaker 4: Trump said that he wants Fanny and Freddy to purchase

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Speaker 4: two hundred billion dollars in mortgage bonds in an effort

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Speaker 4: to lower housing prices. And of course, if housing prices

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Speaker 4: are lower, people are buying more houses, people are renovating

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Speaker 4: more houses, people are furnishing more houses, and it just

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Speaker 4: us all of these ripple effects.

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Speaker 2: The Stock Movers Report 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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