1 00:00:00,080 --> 00:00:08,720 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The. 2 00:00:08,720 --> 00:00:12,560 Speaker 2: Stock Movers Report, your roundup of companies making moves in 3 00:00:12,600 --> 00:00:15,840 Speaker 2: the stock market, harnessing the power of Bloomberg Data. 4 00:00:16,560 --> 00:00:18,840 Speaker 3: Let's take a look at some stocks in the move today. 5 00:00:19,239 --> 00:00:23,200 Speaker 3: I'm Tom m Keen with Isabelle Lee and Bloomberg's John Tucker. 6 00:00:23,680 --> 00:00:27,160 Speaker 3: John Tucker's Hey, We would turn to Isabelle about an 7 00:00:27,160 --> 00:00:29,159 Speaker 3: hour and a half ago. Isabelle helped me with the 8 00:00:29,160 --> 00:00:34,000 Speaker 3: stock movers, and she just turned to John and said, Apple, Stupid, John, 9 00:00:34,040 --> 00:00:34,720 Speaker 3: what do you got? 10 00:00:34,840 --> 00:00:37,560 Speaker 4: Apparently there's a refresh cycle, so this is going to 11 00:00:37,600 --> 00:00:39,200 Speaker 4: be replaced at some point. 12 00:00:38,960 --> 00:00:41,520 Speaker 3: By iPhone six or seven. 13 00:00:41,640 --> 00:00:44,760 Speaker 4: I have the BlackBerry won okay, and at some point 14 00:00:44,920 --> 00:00:47,320 Speaker 4: it will be upgraded to an Apple, or at least 15 00:00:47,320 --> 00:00:51,360 Speaker 4: that's what the expectation of analysts. So the shares of Apple, 16 00:00:51,600 --> 00:00:56,040 Speaker 4: we could see record levels. Loop Capital upgrading the stock 17 00:00:56,600 --> 00:01:00,400 Speaker 4: to buy from hold, and they're citing more pow positive 18 00:01:00,520 --> 00:01:03,640 Speaker 4: iPhone trends. They raised the price target on the stock 19 00:01:03,720 --> 00:01:07,440 Speaker 4: to three point fifteen. So that would imply what from 20 00:01:07,440 --> 00:01:11,640 Speaker 4: Friday's close, that's twenty five percent upside for this sucker? 21 00:01:12,400 --> 00:01:15,800 Speaker 3: Is it the same as a bag seven? I mean, 22 00:01:15,840 --> 00:01:19,279 Speaker 3: they're all different. I get it, but Apple's not AE 23 00:01:19,800 --> 00:01:22,440 Speaker 3: is not AI, is it Isabelle? I think that. 24 00:01:22,840 --> 00:01:24,959 Speaker 1: I think all the Mad seven are trying to be 25 00:01:25,200 --> 00:01:27,600 Speaker 1: I mean, maybe Apple isn't one of those with a 26 00:01:27,600 --> 00:01:30,319 Speaker 1: big push, but I would be so shocked if they're not. 27 00:01:31,120 --> 00:01:35,279 Speaker 4: So The loop analysts say that Apple's at the front 28 00:01:35,480 --> 00:01:38,880 Speaker 4: end of its long anticipated adoption cycle. 29 00:01:39,560 --> 00:01:41,720 Speaker 3: Dan Ives is in Bangkok. He's got a three to 30 00:01:41,720 --> 00:01:45,560 Speaker 3: ten market. Others, now John are saying three point fifteen. 31 00:01:45,680 --> 00:01:47,600 Speaker 4: Right, yeah, so any. 32 00:01:47,280 --> 00:01:47,920 Speaker 3: Moment was she? 33 00:01:48,120 --> 00:01:48,320 Speaker 4: You know? 34 00:01:48,480 --> 00:01:49,560 Speaker 3: Ives has to lift. 35 00:01:49,320 --> 00:01:54,200 Speaker 4: That evercore ISI also talents what they call surging demand 36 00:01:54,240 --> 00:01:58,640 Speaker 4: for the iPhone seventeen. It suggest this maybe more than 37 00:01:58,640 --> 00:02:01,120 Speaker 4: the average iPhone re fresh Okay. 38 00:02:00,920 --> 00:02:04,320 Speaker 1: I got it. It escaped me, sire. How can we 39 00:02:04,400 --> 00:02:06,880 Speaker 1: forget they were trying to revamp theory. Their AI team 40 00:02:06,920 --> 00:02:10,760 Speaker 1: has struggled. But no, actually, yeah, thank you. Let me 41 00:02:11,360 --> 00:02:13,120 Speaker 1: next next, So check next. 42 00:02:13,520 --> 00:02:17,520 Speaker 4: Boeing secure the backing of aviation regulators here in the 43 00:02:17,600 --> 00:02:21,200 Speaker 4: US the raising production of the seven thirty seven to 44 00:02:21,320 --> 00:02:25,160 Speaker 4: forty two jets a month you will call. The FAA 45 00:02:25,400 --> 00:02:28,280 Speaker 4: conducted extensive reviews of the production lines. They're trying to 46 00:02:28,360 --> 00:02:31,240 Speaker 4: ensure that the production rate increase is going to be 47 00:02:31,639 --> 00:02:35,200 Speaker 4: done safely because that's their job. Boweing had a cap 48 00:02:35,320 --> 00:02:38,600 Speaker 4: imposed because of the safety worries that followed the mid 49 00:02:38,680 --> 00:02:40,440 Speaker 4: air blow out of the door plug in the seven 50 00:02:40,520 --> 00:02:43,799 Speaker 4: thirty seven Max that was back what January of last year, 51 00:02:44,360 --> 00:02:48,440 Speaker 4: raised concerns about airline quality and production standards. And then 52 00:02:48,520 --> 00:02:52,639 Speaker 4: let's move to the intersection of energy and data centers. 53 00:02:52,960 --> 00:02:55,760 Speaker 4: The data centers use lots of energy, so you know 54 00:02:56,080 --> 00:03:00,720 Speaker 4: ai sort of play. Here. Here comes Liberty Energy ticker 55 00:03:00,800 --> 00:03:06,760 Speaker 4: symbol LBRT is popping oil frackers entering the data center 56 00:03:06,919 --> 00:03:10,280 Speaker 4: power trade. This is the shale Cracker, by the way, 57 00:03:10,320 --> 00:03:13,800 Speaker 4: that was founded by President Trump's Energy secretary. Now the 58 00:03:13,919 --> 00:03:17,960 Speaker 4: unit that supplies electricity services to the oil drillers and 59 00:03:18,080 --> 00:03:21,920 Speaker 4: data center developers. They expect to add five hundred megawats 60 00:03:21,919 --> 00:03:24,760 Speaker 4: of generation by the end of next year and build 61 00:03:24,880 --> 00:03:28,440 Speaker 4: total capacity to more than a gigawot by the end 62 00:03:28,680 --> 00:03:32,840 Speaker 4: of twenty twenty seven. Had a very interesting discussion with 63 00:03:33,000 --> 00:03:37,640 Speaker 4: Nathan Dean in Washington on when and if this becomes 64 00:03:38,000 --> 00:03:42,680 Speaker 4: a political issue. He says, it's a big sleeper right 65 00:03:42,720 --> 00:03:46,680 Speaker 4: now in the Congress. But when you the consumer, see 66 00:03:46,680 --> 00:03:49,760 Speaker 4: your electricity bill skyrocket because some data center. 67 00:03:49,800 --> 00:03:51,800 Speaker 3: See at home, John Tucker, what do you see at home? 68 00:03:52,520 --> 00:03:56,200 Speaker 4: I see, interestingly enough, the delivery charge was more than 69 00:03:56,200 --> 00:03:59,040 Speaker 4: the actual usage charge. I don't know what that's all about. 70 00:04:00,240 --> 00:04:04,480 Speaker 2: The stockmover's report from Bloomberg Radio. 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