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

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

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

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Speaker 1: I'm Carl Master along with Tim Stenevick. Let's take a

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Speaker 1: look at some stocks on the move on this Monday

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Speaker 1: with us is Bloomberg News Equities reporter Alexandra Semenova. Boeing

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Speaker 1: is certainly one on your radar.

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Speaker 3: Yeah, a lot of greena on the screensday, and accordingly

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Speaker 3: I picked three stocks that are up today.

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Speaker 2: Boeing is one of them.

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Speaker 3: It's climbing today is it touts progress on new presidential

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Speaker 3: aircraft jets that it's made over the past four to

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Speaker 3: five months. This has been a long winding process. At

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Speaker 3: some point Elon Musk was even involved, and now the

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Speaker 3: pair of Air Force one jets are actually making progress.

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Speaker 3: The jets have suffered cost overturns and various delays given

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Speaker 3: what a challenge it is to build an aircraft that

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Speaker 3: not only has to perform secure missions but also act

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Speaker 3: as kind of a defacto white house in the sky.

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Speaker 3: And finally, Steve Parker, the interim head of Boeing's defense

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Speaker 3: business said today that they are very very close to

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Speaker 3: completing the aircraft design. After that they'll have to settle

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Speaker 3: on a configuration and then actually proceed with building up.

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Speaker 3: Prior to today, Boeing was down for four straight trading sessions,

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Speaker 3: of course, with those losses worsening on Thursday after the

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Speaker 3: devastating India Air India aircrafh got disrupted. A really remarkable

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Speaker 3: turnaround for the company, which is up about fourteen percent

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Speaker 3: year to date after falling more than thirty percent last year.

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Speaker 4: Wait to go, what takes so long? Was that we're

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Speaker 4: close to the design, but you know.

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Speaker 1: What if the guitars are going to give us a

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Speaker 1: plane all of a sudden, I don't know, we made progress.

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Speaker 4: Well, well, I don't know, okay, and maybe you know,

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Speaker 4: maybe we should talk to Julie Johnson about this too. Yeah,

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Speaker 4: but they're very very close to a design. Yeah, just

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Speaker 4: to remember, remind everybody this was something that was decided

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Speaker 4: on many years ago when the president was first president.

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Speaker 4: Aircraft want the air Force one or the planes uses

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Speaker 4: air Force one, like thirty years old at this point,

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Speaker 4: so this wasn't a surprise. But it's just mind boggling

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Speaker 4: to me that something like this takes so long.

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Speaker 1: It's complicated and securitated communication question.

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Speaker 4: It's complicated, but how you know how many years and

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Speaker 4: the president has been clear about how he feels about this.

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Speaker 1: Yeah, clock is ticking Roku and Amazon.

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Speaker 3: Yeah, so Roku is getting a bid today. The stock

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Speaker 3: last time I looked was up about ten percent. That's

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Speaker 3: still holding right now. This is after the company announced

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Speaker 3: a partnership with Amazon's ad business, Amazon also up today. Basically,

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Speaker 3: advertisers will now have access to more than eighty percent

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Speaker 3: of households with a connected TV. The partnership is meant

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Speaker 3: to enhance addressability across services including Rogu Channel and Prime Video.

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Speaker 3: This is a great thing for advertisers and also for

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Speaker 3: these companies. I always like to look at the Wall

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Speaker 3: Street commentary. William Blair is very positive. They said that

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Speaker 3: it's difficult to frame the actual financial impact, but this

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Speaker 3: is a win win situation basically for both companies and

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Speaker 3: Benchmark all so saying that this is a big step

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Speaker 3: forward for both Roku and Amazon. That stock obviously rallying accordingly.

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Speaker 1: So bring on the ads, right, bring on the ads. Yeah,

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Speaker 1: I'm looking forward to that, don't all Right.

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Speaker 4: Bring on the ads and take out the American Express

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Speaker 4: Platinum card.

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Speaker 1: The Arc Innovation ETF, by the way, is up a

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Speaker 1: lot because apparently they've got a pretty big Yeah.

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Speaker 3: Kathy Wood is a big fan of Broku.

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Speaker 1: Yeah, Arc arkk is that four point two?

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Speaker 4: Okay, I'm just adding that in. Okay, let's a get.

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Speaker 3: It's a gift.

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Speaker 4: You know, it's a day when there are no decliners.

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Speaker 3: Even when when profitless tech is.

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Speaker 4: Doing Yes, exactly, there's a lot of euphoria out there.

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Speaker 3: Exactly.

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Speaker 4: Okay, let's get a little closer to earth. Talk about

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Speaker 4: American Express because maybe some news for those Platinum card holders.

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Speaker 3: Yeah, so it is planning updates to a travel it's

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Speaker 3: travel focused platinum credit card, calling it the largest investment ever.

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Speaker 3: They increase the annual feedback in twenty twenty one to

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Speaker 3: six hundred and ninety five dollars, and ever since have

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Speaker 3: been really struggling with a lot of you know, competitors

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Speaker 3: JP Moore and Sapphire Reserve Card, you have Capital Ones

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Speaker 3: Venture Extra Wards Card. But now this is meant to

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Speaker 3: kind of help it in this really competitive landscape. Amex's

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Speaker 3: group president for US Consumer Services today said they're going

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Speaker 3: to take these cards to a new level, not only

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Speaker 3: in what they offer and travel in dining, but also

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Speaker 3: in how they look and feel so very curious to

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Speaker 3: see what it will look like. That is making it

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Speaker 3: so magical and worth that seven hundred dollars year fee.

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Speaker 4: My own theory is that there's going to be a

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Speaker 4: price hit coming at some point. Oh because absolutely, six

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Speaker 4: hundred and five dollars I think feels like a lot

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Speaker 4: of money to a lot of people for a credit card.

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Speaker 4: But they haven't raised the price since twenty twenty one.

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Speaker 4: So if they come out and say, we're adding so

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Speaker 4: much more, we're going to make it more valuable. In

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Speaker 4: order to pay for that, We're going to raise the price.

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Speaker 1: Got to make sure you have the benefits that go

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Speaker 1: along with it, because I think it's getting pretty competitive.

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Speaker 3: I mean, anecdotally, anyone I know who has one seems

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Speaker 3: to quite like it. But again, when you have JP

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Speaker 3: Morgan and Capital One also rolling out really good cards

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Speaker 3: with smaller fees and offering the same perks, it's tough market.

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Speaker 1: I will say, Amex is really great when you've got

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Speaker 1: a dispute, man, oh yeah, they really there's someone there

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Speaker 1: put the charge on hold, like It's pretty good stuff, right.

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Speaker 1: It sounds like you might have had a dispute or two.

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Speaker 4: I'm just listening to you, Carol Masser, Bloomberg.

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Speaker 1: News Equity's reporter Alexandra Simonov was so appreciated.

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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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