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

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Speaker 2: This is the closing bell on this stock mover's report,

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Speaker 2: the company's making moves at the close of US trading

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Speaker 2: with Carol Master, Tim Stenebeck, Romain Bostik, and Scarlett Foo.

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Speaker 1: All right, SMV five hundred, let's go back there to

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Speaker 1: the big caps almost and even split. Two hundred and

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Speaker 1: fifty one to the pside, two hundred and fifty two

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Speaker 1: to the downside.

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Speaker 3: All right, we do have some news this from not

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Speaker 3: a big bank. Some earnings coming from United Airlines third

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Speaker 3: quarter adjusted EPs beating estimates here, coming in at two

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Speaker 3: dollars and seventy eight cents. You take a look at

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Speaker 3: the estimate for two dollars and sixty six cents. That

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Speaker 3: is a beat here. Then you take a look at

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Speaker 3: some of the other numbers as well, third quarter capex

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Speaker 3: coming in at one point four to six billion dollars

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Speaker 3: and operating revenue for the third quarter also coming in

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Speaker 3: pretty much on expectations. Still waiting to see some of

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Speaker 3: the guidance here, but at least when it comes to

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Speaker 3: the look behind Carol, it looks like we got good

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Speaker 3: news coming out of United Yeah.

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Speaker 1: Stock Batson around here, in the aftermarket right now, down

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Speaker 1: one and a half percent. It was just up one percent.

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Speaker 1: It's a stock that if I look here to date

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Speaker 1: is up seven percent. But you know, go to something

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Speaker 1: like revenue Passenger Miles. Actually, let's go to the outlook

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Speaker 1: because Katie you mentioned it, highlighted it. The company sees

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Speaker 1: fourth quarter just at EPs of three to three dollars

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Speaker 1: a year to three dollars fifty cents a share. That, folks,

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Speaker 1: is above what the street was looking for. They were

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Speaker 1: looking for two eighty two. So right now, yourself investors

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Speaker 1: saying okay, folks United, I like your outlook and setting

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Speaker 1: this stock up about two point eight percent. Let's go

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Speaker 1: to some of the individual gainers in the regular session.

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Speaker 1: I got to highlight Matt, you knew I was going

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Speaker 1: to do this AMD because chips once again outperforming. Thank you,

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Speaker 1: Advanced micro Devices. That stock up about nine percent here.

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Speaker 1: HSBC affirming a buy rating on AMD, boosted its price

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Speaker 1: target to one eighty five from from one eighty from

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Speaker 1: one eighty five to three ten. Yeah, talk about a boost.

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Speaker 1: It's a street high. I know that they had that

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Speaker 1: recent deal with open Ai, so they're just you know,

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Speaker 1: going gangbusters. Got to talk about the big banks continuing

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Speaker 1: to report earnings b of A up about four and

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Speaker 1: a half percent in today's session. And then you had

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Speaker 1: Morgan Stanley up about four point seven percent b of

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Speaker 1: A beating third quarter earnings, Investment banking activity increased along

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Speaker 1: a way to come back in m and A. We've

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Speaker 1: been talking about this a lot. And then Morgan Stanley,

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Speaker 1: they are stock traders topping rivals on the surgeon trading

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Speaker 1: activity and the CEO also saying he might slightly up

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Speaker 1: the pace of buybacks. And one more Papa John's, Oh

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Speaker 1: had to do it more than nine percent here heighest

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Speaker 1: intra day since June. Reuter's reporting that Apollo Global submitted

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Speaker 1: a bid within the last week to take the pizza

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Speaker 1: chain operate a private at sixty four a share, stock

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Speaker 1: closing at fifty three.

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Speaker 4: Is it good? I'm not expecting it to be like

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Speaker 4: a great local place, but I mean, compared to Domino's

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Speaker 4: and Pizza the Hut. Does anybody have the John.

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Speaker 5: Spent a while? I've ordered one, but it would be

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Speaker 5: my preference.

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Speaker 1: Sally's in New Haven. It's no Raza and Jersey City.

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Speaker 1: I'm just going to put that out there go far

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Speaker 1: Field for those I shop there or go there all the.

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Speaker 5: Way to Sally's.

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Speaker 4: Yeah, you should go to Rabinos in Bexley, Ohio. It's

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Speaker 4: the best pizza in the entire country.

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Speaker 1: Yeah, says the dude from Ohio.

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Speaker 5: Let me do some decliners. I'm very curious if those

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Speaker 5: gainers were in line with what Matt was expecting. But

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Speaker 5: my decliners, the first one get in the zone. AutoZone

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Speaker 5: investors squarely did not do that today, as we saw

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Speaker 5: sizable losses there in that stock. And I think it

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Speaker 5: has to do with a couple of things. The first

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Speaker 5: having to do, of course, with the emplosion that First

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Speaker 5: Brands group, and this company obviously has better credit than

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Speaker 5: that company did before the bankruptcy. But I think it's

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Speaker 5: a teariff story as well, this kind of roiling concern

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Speaker 5: about whether or auto parts retailers can be able to

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Speaker 5: get what it needs to get and not have to

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Speaker 5: raise prices as much as I think many consumers fear

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Speaker 5: it might see that stock sacking today. The two other

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Speaker 5: ones I wanted to flag kind of go together. They

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Speaker 5: compliment one another. It's north of Brumman and Lockheed Martin,

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Speaker 5: these two big defense contractors. Such an interesting moment here

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Speaker 5: for these defense contractors in light of the cessation of

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Speaker 5: fighting that we saw in the Middle East. And I

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Speaker 5: think also you have Ukraine coming to Washington, the President

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Speaker 5: Ukraine to meet with President Trump Tomart to talk about

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Speaker 5: their desire to get more American weaponry. We'll see what

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Speaker 5: kind of manifest itself from that going forward.

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Speaker 4: All right, we're looking at some earnings crossing now from JB. Hunt.

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Speaker 4: The trucker says third quarter EPs was much better than

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Speaker 4: expected by thirty cents a dollar seventy six. We were

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Speaker 4: only looking for a dollar forty six. Revenue. Looks like

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Speaker 4: they had three point zero five billion dollars in total

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Speaker 4: revenue in the quarter. That's better than three point zero

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Speaker 4: two billion dollars if we were looking for. And they

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Speaker 4: break it down down to intermodal revenue one and a

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Speaker 4: half one point five to two billion, dedicated revenue eight

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Speaker 4: hundred and sixty four million.

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Speaker 1: So JB.

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Speaker 4: Hunt handily beating earnings expectation, certainly on the bottom line.

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Speaker 3: Yeah, you can see shares flying right now up about

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Speaker 3: eight percent. This is a company that needed some good news.

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Speaker 3: Shares down about eighteen percent on a total return basis

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Speaker 3: through today's close. Let's take a look at what is

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Speaker 3: going on in the bond market and some relative snooze,

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Speaker 3: I would say, I mean, when it comes to the

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Speaker 3: ten year yield, we couldn't quite get to four percent.

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Speaker 3: Not too much action in yields. I don't know if

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Speaker 3: we'll show them, but I hope they do. But overall,

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Speaker 3: there we go. You can see that the long end,

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Speaker 3: maybe you could frame that as a gain, but overall,

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Speaker 3: just some slight losses here on the treasury market.

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