WEBVTT - Apple iPhone Sales; Boeing Higher; Liberty Energy Pop

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, The.

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<v Speaker 2>Stock Movers Report, your roundup of companies making moves in

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<v Speaker 2>the stock market, harnessing the power of Bloomberg Data.

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<v Speaker 3>Let's take a look at some stocks in the move today.

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<v Speaker 3>I'm Tom m Keen with Isabelle Lee and Bloomberg's John Tucker.

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<v Speaker 3>John Tucker's Hey, We would turn to Isabelle about an

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<v Speaker 3>hour and a half ago. Isabelle helped me with the

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<v Speaker 3>stock movers, and she just turned to John and said, Apple, Stupid, John,

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<v Speaker 3>what do you got?

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<v Speaker 4>Apparently there's a refresh cycle, so this is going to

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<v Speaker 4>be replaced at some point.

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<v Speaker 3>By iPhone six or seven.

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<v Speaker 4>I have the BlackBerry won okay, and at some point

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<v Speaker 4>it will be upgraded to an Apple, or at least

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<v Speaker 4>that's what the expectation of analysts. So the shares of Apple,

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<v Speaker 4>we could see record levels. Loop Capital upgrading the stock

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<v Speaker 4>to buy from hold, and they're citing more pow positive

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<v Speaker 4>iPhone trends. They raised the price target on the stock

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<v Speaker 4>to three point fifteen. So that would imply what from

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<v Speaker 4>Friday's close, that's twenty five percent upside for this sucker?

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<v Speaker 3>Is it the same as a bag seven? I mean,

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<v Speaker 3>they're all different. I get it, but Apple's not AE

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<v Speaker 3>is not AI, is it Isabelle? I think that.

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<v Speaker 1>I think all the Mad seven are trying to be

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<v Speaker 1>I mean, maybe Apple isn't one of those with a

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<v Speaker 1>big push, but I would be so shocked if they're not.

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<v Speaker 4>So The loop analysts say that Apple's at the front

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<v Speaker 4>end of its long anticipated adoption cycle.

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<v Speaker 3>Dan Ives is in Bangkok. He's got a three to

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<v Speaker 3>ten market. Others, now John are saying three point fifteen.

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<v Speaker 4>Right, yeah, so any.

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<v Speaker 3>Moment was she?

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<v Speaker 4>You know?

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<v Speaker 3>Ives has to lift.

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<v Speaker 4>That evercore ISI also talents what they call surging demand

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<v Speaker 4>for the iPhone seventeen. It suggest this maybe more than

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<v Speaker 4>the average iPhone re fresh Okay.

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<v Speaker 1>I got it. It escaped me, sire. How can we

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<v Speaker 1>forget they were trying to revamp theory. Their AI team

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<v Speaker 1>has struggled. But no, actually, yeah, thank you. Let me

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<v Speaker 1>next next, So check next.

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<v Speaker 4>Boeing secure the backing of aviation regulators here in the

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<v Speaker 4>US the raising production of the seven thirty seven to

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<v Speaker 4>forty two jets a month you will call. The FAA

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<v Speaker 4>conducted extensive reviews of the production lines. They're trying to

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<v Speaker 4>ensure that the production rate increase is going to be

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<v Speaker 4>done safely because that's their job. Boweing had a cap

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<v Speaker 4>imposed because of the safety worries that followed the mid

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<v Speaker 4>air blow out of the door plug in the seven

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<v Speaker 4>thirty seven Max that was back what January of last year,

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<v Speaker 4>raised concerns about airline quality and production standards. And then

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<v Speaker 4>let's move to the intersection of energy and data centers.

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<v Speaker 4>The data centers use lots of energy, so you know

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<v Speaker 4>ai sort of play. Here. Here comes Liberty Energy ticker

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<v Speaker 4>symbol LBRT is popping oil frackers entering the data center

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<v Speaker 4>power trade. This is the shale Cracker, by the way,

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<v Speaker 4>that was founded by President Trump's Energy secretary. Now the

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<v Speaker 4>unit that supplies electricity services to the oil drillers and

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<v Speaker 4>data center developers. They expect to add five hundred megawats

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<v Speaker 4>of generation by the end of next year and build

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<v Speaker 4>total capacity to more than a gigawot by the end

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<v Speaker 4>of twenty twenty seven. Had a very interesting discussion with

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<v Speaker 4>Nathan Dean in Washington on when and if this becomes

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<v Speaker 4>a political issue. He says, it's a big sleeper right

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<v Speaker 4>now in the Congress. But when you the consumer, see

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<v Speaker 4>your electricity bill skyrocket because some data center.

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<v Speaker 3>See at home, John Tucker, what do you see at home?

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<v Speaker 4>I see, interestingly enough, the delivery charge was more than

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<v Speaker 4>the actual usage charge. I don't know what that's all about.

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<v Speaker 2>The stockmover's report from Bloomberg Radio. Check back with us

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