Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.
Speaker 2: Stock Movers Report, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg Data.
Speaker 3: Let's take a look at some stocks in the move today.
Speaker 3: I'm Tom m Keen with Isabelle Lee and Bloomberg's John Tucker.
Speaker 3: John Tucker's Hey, We would turn to Isabelle about an
Speaker 3: hour and a half ago. Isabelle helped me with the
Speaker 3: stock movers, and she just turned to John and said, Apple, Stupid, John,
Speaker 3: what do you got?
Speaker 4: Apparently there's a refresh cycle, so this is going to
Speaker 4: be replaced at some point.
Speaker 3: By iPhone six or seven.
Speaker 4: I have the BlackBerry won okay, and at some point
Speaker 4: it will be upgraded to an Apple, or at least
Speaker 4: that's what the expectation of analysts. So the shares of Apple,
Speaker 4: we could see record levels. Loop Capital upgrading the stock
Speaker 4: to buy from hold, and they're citing more pow positive
Speaker 4: iPhone trends. They raised the price target on the stock
Speaker 4: to three point fifteen. So that would imply what from
Speaker 4: Friday's close, that's twenty five percent upside for this sucker?
Speaker 3: Is it the same as a bag seven? I mean,
Speaker 3: they're all different. I get it, but Apple's not AE
Speaker 3: is not AI, is it Isabelle? I think that.
Speaker 1: I think all the Mad seven are trying to be
Speaker 1: I mean, maybe Apple isn't one of those with a
Speaker 1: big push, but I would be so shocked if they're not.
Speaker 4: So The loop analysts say that Apple's at the front
Speaker 4: end of its long anticipated adoption cycle.
Speaker 3: Dan Ives is in Bangkok. He's got a three to
Speaker 3: ten market. Others, now John are saying three point fifteen.
Speaker 4: Right, yeah, so any.
Speaker 3: Moment was she?
Speaker 4: You know?
Speaker 3: Ives has to lift.
Speaker 4: That evercore ISI also talents what they call surging demand
Speaker 4: for the iPhone seventeen. It suggest this maybe more than
Speaker 4: the average iPhone re fresh Okay.
Speaker 1: I got it. It escaped me, sire. How can we
Speaker 1: forget they were trying to revamp theory. Their AI team
Speaker 1: has struggled. But no, actually, yeah, thank you. Let me
Speaker 1: next next, So check next.
Speaker 4: Boeing secure the backing of aviation regulators here in the
Speaker 4: US the raising production of the seven thirty seven to
Speaker 4: forty two jets a month you will call. The FAA
Speaker 4: conducted extensive reviews of the production lines. They're trying to
Speaker 4: ensure that the production rate increase is going to be
Speaker 4: done safely because that's their job. Boweing had a cap
Speaker 4: imposed because of the safety worries that followed the mid
Speaker 4: air blow out of the door plug in the seven
Speaker 4: thirty seven Max that was back what January of last year,
Speaker 4: raised concerns about airline quality and production standards. And then
Speaker 4: let's move to the intersection of energy and data centers.
Speaker 4: The data centers use lots of energy, so you know
Speaker 4: ai sort of play. Here. Here comes Liberty Energy ticker
Speaker 4: symbol LBRT is popping oil frackers entering the data center
Speaker 4: power trade. This is the shale Cracker, by the way,
Speaker 4: that was founded by President Trump's Energy secretary. Now the
Speaker 4: unit that supplies electricity services to the oil drillers and
Speaker 4: data center developers. They expect to add five hundred megawats
Speaker 4: of generation by the end of next year and build
Speaker 4: total capacity to more than a gigawot by the end
Speaker 4: of twenty twenty seven. Had a very interesting discussion with
Speaker 4: Nathan Dean in Washington on when and if this becomes
Speaker 4: a political issue. He says, it's a big sleeper right
Speaker 4: now in the Congress. But when you the consumer, see
Speaker 4: your electricity bill skyrocket because some data center.
Speaker 3: See at home, John Tucker, what do you see at home?
Speaker 4: I see, interestingly enough, the delivery charge was more than
Speaker 4: the actual usage charge. I don't know what that's all about.
Speaker 2: The stockmover's report from Bloomberg Radio. Check back with us
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