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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 1: I'm Karl Messer along with Emily GURFEO Bloomberg News Equities

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Speaker 1: reporter Bailey Lipshaltz is here with some stocks on the

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Speaker 1: move this past week. And I got to say, we

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Speaker 1: did have some big movers, and I feel like for

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Speaker 1: some the news happened either on Friday or later in

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Speaker 1: the week.

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Speaker 3: Yeah, later in the week, late Thursday, thirteen f season

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Speaker 3: when money managers have to disclose what they held through

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Speaker 3: the end of the first half, and that led United

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Speaker 3: Health trades under the ticker UNH to rally twelve percent

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Speaker 3: in its biggest day since twenty twenty. At one point

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Speaker 3: was looking like it would be the best day since

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Speaker 3: two thousand and eight. We love size and scope here

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Speaker 3: at Bloomberg. This coming after who's who disclosed that they

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Speaker 3: held stakes in this company talking David Tepper, Warren Buffett,

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Speaker 3: Soros Funds, everyone that you kind of would look to

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Speaker 3: at least say either buying the dip or value investor

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Speaker 3: showing up in full force buying United Health in the

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Speaker 3: first or second quarter.

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Speaker 1: Excuse me, I mean Buffet alone a Berkshire Health away over.

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Speaker 3: A billion dollars billion dollars and that was based on

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Speaker 3: the prior closing price.

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Speaker 4: Yeah, yeah, so significant.

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Speaker 3: The one thing that is I called out on TV

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Speaker 3: earlier and I think is critical to keep in mind,

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Speaker 3: these are holdings as of June thirtieth, so the end

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Speaker 3: of the first half they could have sold.

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Speaker 4: We don't know what they We also don't know when

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Speaker 4: they bought.

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Speaker 3: So between April first and June thirtieth, stock traded almost

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Speaker 3: as high as six hundred dollars and as low as

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Speaker 3: two hundred and seventy five dollars. Right now it's at

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Speaker 3: three or four, So pick your poison on when they bought.

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Speaker 3: Could be up a lot or pay down.

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Speaker 5: But certainly keeping and kind of in that theme of

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Speaker 5: buying a stock on sale, as Warren Buffett likes to say.

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Speaker 5: Because the company has had a rough couple months with

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Speaker 5: a number of different crises going on.

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Speaker 3: Really dating back to December when the top executive was

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Speaker 3: killed in New York. It's been a tumultuous stretch, not

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Speaker 3: only obviously for that with leadership, but also cutting finance

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Speaker 3: outlook back in April, replacing its CEO. So the entire

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Speaker 3: industry and health insurance here in the US has been

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Speaker 3: grappling with some uncertainty, and we've seen those stocks really

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Speaker 3: taking it on the chin and again markedly underperforming the

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Speaker 3: SMP for the most part so far this year.

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Speaker 1: I mean, United Health, even with the jump today, still

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Speaker 1: down forty percent here today. So just a reminder of

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Speaker 1: kind of, as you say, perspective here that we like

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Speaker 1: to cover at Bloomberg. All right, So United Health one

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Speaker 1: of the top performers this week in the S and

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Speaker 1: P five hundred. Let's get to the worst performer in

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Speaker 1: the S and P five hundred this week. We're talking

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Speaker 1: about Applied Materials.

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Speaker 3: Applied Materials ticker amat worst single day drop since March

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Speaker 3: twenty twenty.

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Speaker 4: We all know what was going on back in twenty.

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Speaker 3: Twenty, this coming after the company gave a disappointing sales

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Speaker 3: and profit outlook, weighing on concerns as it relates to

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Speaker 3: the US and China. Using the handy dandy Bloomberg terminal,

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Speaker 3: PGeo is the function pulling up their total revenue. So

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Speaker 3: twenty seven billion dollars ten billion of that credited to China,

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Speaker 3: so heavily exposed to what's going on in that obviously

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Speaker 3: uncertainty around read so that weight on the stock amat

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Speaker 3: you're worst performing the S and P five hundred down

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Speaker 3: fourteen percent.

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Speaker 5: Okay, So you like Bloomberg tickers and functions. I like SPLC,

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Speaker 5: particularly with applying materials, because you can kind of see

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Speaker 5: where it is in the semiconductor chip supply chain and

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Speaker 5: like why they're important. One of their customers TSMC, Samsung, Intel, Micron,

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Speaker 5: I mean some really big names here that they're supplying to.

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Speaker 3: Yeah, and this is also a case of as you're

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Speaker 3: talking about giving product to those suppliers.

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Speaker 4: We saw such a big.

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Speaker 3: Pull forward with some of these companies back in the

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Speaker 3: second quarter around uncertainty with tariffs.

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Speaker 4: So when you're talking down the path forward, as you.

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Speaker 3: Mentioned though, Semi's is one of those spaces that you

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Speaker 3: got to know where you're at an ecosystem, it's very

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Speaker 3: different from some of these companies.

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Speaker 1: You do wonder are they calling up the White House

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Speaker 1: and say hey about those investments or potential investments in

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Speaker 1: our company. Stay tuned check out the Bloomer because I

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Speaker 1: feel like that story is going to continue for solar.

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Speaker 3: Yeah, one of the best performers in the S and

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Speaker 3: B five hundred for solar ticker f SLR. I'll throw

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Speaker 3: out in phase ticker EPH as well. We saw solar

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Speaker 3: stocks rallying today for solar, ending the day at more

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Speaker 3: than eleven percent, best days since May, closing int the

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Speaker 3: highest level since December. This coming mid a rally for

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Speaker 3: clean energy stocks after the Trump administration released new guidance

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Speaker 3: on eligibilities requirements for tax credits not as bad as feared.

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Speaker 3: So this has been a big concern with the new administration.

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Speaker 3: How are they going to embrace or push away some

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Speaker 3: of the clean energy spaces, solar panels for houses quite expensive,

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Speaker 3: you need some of those benefits. Not as bad as

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Speaker 3: the fear, but when you can, again keeping the perspective,

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Speaker 3: stop closing around two hundred bucks basically caught.

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Speaker 4: Flat from where it was this time last year. So

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Speaker 4: I am sure though.

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Speaker 1: That we're seeing momentum and some of the clean energy

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Speaker 1: names we've been kind of doing it. We had Blue

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Speaker 1: Energy on in the past week, like some of these

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Speaker 1: names are outperforming that things are maybe not as onerous

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Speaker 1: from the administration.

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Speaker 3: Yeah, just calling it out sun Run, Nation's biggest residential

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Speaker 3: solar installer, jumped at one point as much as forty

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Speaker 3: two percent, So these also are I will see context

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Speaker 3: is everything. These are stocks that can be heavily shorted.

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Speaker 3: First soldiers looking on the terminal north of nine percent shorted.

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Speaker 3: So you can at times when these headlines cross, when

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Speaker 3: these reports are not as bad as feared. Yes, there

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Speaker 3: may be investors putting on a bit of risk, but

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Speaker 3: there also could be investors who have been betting against

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Speaker 3: the stock getting squeezed down.

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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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