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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 Staneveek along with Carol Master. Let's take a

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Speaker 3: look at some stocks on the move this week. We're

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Speaker 3: joined by Bloomberg News Equities reporter Jordan Fitzgerald.

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Speaker 4: What'd you choose?

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Speaker 2: Uh?

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Speaker 5: I brought a bit more of an interesting mix this

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Speaker 5: week than just talking about SanDisk over and over and over.

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Speaker 3: That was last week.

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Speaker 5: That was last week. Feels like it's every week it does.

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Speaker 5: But I thought Maderna would be an interesting one to

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Speaker 5: talk about today. Healthcare stocks did underperform today, but Maderna

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Speaker 5: had this rip of a week, up twenty two percent

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Speaker 5: week over week. That's the best week since May twenty

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Speaker 5: twenty four. And there are kind of multiple reasons why

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Speaker 5: this is in play today. Our beautist Biopharma lost a

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Speaker 5: patent appeal that would have boosted its case against Maderna.

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Speaker 5: Vaccine makers rose early this week as doctors reaffirm their

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Speaker 5: dedication to vaccine recommendations in the face of RFK Junior's

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Speaker 5: MAHA endeavor and earlier this week, Maderna forecast full year

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Speaker 5: revenue that came in line with estimates. So there's some

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Speaker 5: there's some good things going on there, and it's been

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Speaker 5: having a tough time.

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Speaker 4: It's okay, tough time.

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Speaker 5: And if you if you look at it on a

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Speaker 5: technical basis, if you ask some technicians, Maderna's in this

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Speaker 5: rounding bottom pattern that could end up fairly bullish, but

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Speaker 5: also one you maybe don't want to put all your

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Speaker 5: bets on because it really isn't doing as well as

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Speaker 5: it was a couple of years ago.

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Speaker 1: At that If you were bullish this week on the

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Speaker 1: name number one gainor in the S and P five hundred,

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Speaker 1: you did, okay.

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Speaker 3: We spoke to one of the co founders of Moderna

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Speaker 3: earlier this week, newbar Fan, you were out, I was

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Speaker 3: at This was tuesday. You can check out that interview

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Speaker 3: on our podcast feed.

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Speaker 4: All right, where shall we go next?

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Speaker 5: I think Constellation Energy we can't, we can't ignore today.

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Speaker 5: Constellation Energy down more than ten percent this week. That's

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Speaker 5: the worst week since April when Liberation Day was really

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Speaker 5: billing the market. And it's all part of this energy

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Speaker 5: power news that we've been grappling with. Trump is trying

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Speaker 5: to address how data centers are really putting costs on consumers,

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Speaker 5: and when consumers aren't paying, companies make less money. And

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Speaker 5: so these utility companies, as as Trump is pushing this

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Speaker 5: emergency power auction, are droppings as investors are forecasting that

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Speaker 5: maybe you know, Constellation is not going to make as

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Speaker 5: much money as it would have without this.

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Speaker 1: You know, it makes me want to and let me

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Speaker 1: just see, like do a little technical function like an

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Speaker 1: RSI on it. And it's definitely moving towards being over

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Speaker 1: sold and just a technical thing, but we've talked about

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Speaker 1: the fundamental story behind it so carefully.

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Speaker 3: The point on our program on Friday that when we

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Speaker 3: did see a lot of the declines that you know,

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Speaker 3: the infrastructure investments that would lead to more power supply available,

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Speaker 3: which would then lead to lower prices is so many

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Speaker 3: years away.

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Speaker 4: That you were a little struck by. I mean that's

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Speaker 4: a big drop the move. Yeah, and just how quick

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Speaker 4: that happened. Yeah, it's a I LinkedIn.

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Speaker 5: I think everything we see with AI, it's it's more

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Speaker 5: reactive than you know other categories are, and so you

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Speaker 5: are going to get these big swings. I mean, Constellation

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Speaker 5: is a stock that, in my opinion, tends to move

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Speaker 5: a little bit more dramatically than some others, and so

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Speaker 5: I'm not surprised that if the group is down, that

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Speaker 5: Constellation is the biggest decliner.

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Speaker 1: Yeah, I think time will tell, right, if you're going

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Speaker 1: to if they're talking about, you know, expanding power capacity,

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Speaker 1: whether it's power plants, whether it's nuclear, like, all of

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Speaker 1: this stuff takes time. It doesn't happen like this. It's

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Speaker 1: going to take several years. And so you do wonder

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Speaker 1: are these companies really going to be hurt that much

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Speaker 1: in the shorter term and it's maybe a longer term play.

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Speaker 1: We'll see what happens like on Tuesday, right or next

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Speaker 1: week exactly when they come back in terms of trading.

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Speaker 4: All right, let's go to CarMax.

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Speaker 5: Yes, I think I was poken around on the terminal

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Speaker 5: earlier and I discovered something pretty interesting. So CarMax was

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Speaker 5: of eight percent this week, closed at the high since September.

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Speaker 5: But CarMax is actually up twenty six percent in twenty

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Speaker 5: twenty six so far, and that puts it on gains

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Speaker 5: comparable with Micron and Western Digital, which are these you know,

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Speaker 5: very sexy names that we talk about all the time

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Speaker 5: because of this physically, I play and yet CarMax is

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Speaker 5: there outperforming the S and P five hundred, outperforming the

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Speaker 5: MAG seven and outperforming in twenty twenty six. So far

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Speaker 5: it's peer company Carvana.

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Speaker 3: The moves have been crazy on this.

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Speaker 1: Yeah, just with year, I mean the volatility, No, which

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Speaker 1: is how much to the upside?

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Speaker 5: I mean Carvana is up as well?

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Speaker 4: Or you doing Carvana no CarMax, CarMax, Yeah.

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Speaker 5: Twenty six percent. If you bought CarMax on December thirty first,

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Speaker 5: you'd have a twenty six percent return in.

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Speaker 4: Just a few weeks.

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Speaker 5: And you know, the used car sector is seeing some strength.

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Speaker 5: I mean, both Carvana and Carmacks saw a big dip

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Speaker 5: in November, and so traders have been buying that dip,

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Speaker 5: and some preliminary data show that used car sales could

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Speaker 5: be up year over year. But it's interesting to see

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Speaker 5: CarMax so far out from Carbona on that metric too.

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Speaker 2: The Stockmovers Report from Bloomberg Radio. Check back with us

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Speaker 2: throughout the day 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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