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

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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

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Speaker 3: Let's bring in our equities reporter Joe Eastern. Joe, let's

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Speaker 3: start on Ryan Air. Then I was speaking to the CEO,

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Speaker 3: Michael O'Leary earlier on Bloomberg TV. They're saying that the

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Speaker 3: plans to go to America kind of up in the air.

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Speaker 3: What they are seeing are increased travel within Europe, fewer

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Speaker 3: travelers possibly going from Europe to the United States, and

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Speaker 3: there's a lift for the stop.

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Speaker 1: So the analyst commentary that I've been reading today saying

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Speaker 1: that that is a positive indicator that they're continuing to

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Speaker 1: see pretty strong bookings in terms of people traveling around Europe.

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Speaker 1: And also, as you mentioned that those comments from Michael

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Speaker 1: O'Leary in the interview today that you did for Bloomberg TV,

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Speaker 1: that was actually seen as pretty positive given the fact

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Speaker 1: that he's not too concerned about tariffs in terms of

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Speaker 1: how that's going to affect the delivery of Boeing jets

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Speaker 1: and that kind of thing. So therefore, the stock gaining

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Speaker 1: pretty significantly actually the best performing stock across the European

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Speaker 1: market today were up three and a half percent, and

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Speaker 1: worth noting that these the comments around the summer bookings

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Speaker 1: or how strong that's been, as you lifting some peers

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Speaker 1: as well. So Twoy the third best performer on the

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Speaker 1: markets day, up a couple of percentage points, and the

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Speaker 1: other airlines easy Jet lift Hands are all getting a

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Speaker 1: bit of a boost, pretty much lifted by the Ryan

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Speaker 1: Air commentary.

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Speaker 4: Yeah, very interesting is it that although the Ryan SEO

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Speaker 4: was telling you Tom that he's seen decline in terms

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Speaker 4: of transatlantic travel. But what a turnaround for Boeing into

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Speaker 4: after the crisis that they had now to you know,

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Speaker 4: the inundation of new orders that we reported on last week. Anyway,

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Speaker 4: so that's on airlines and travel. What about Diagio though

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Speaker 4: again this is on the US tariff line.

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Speaker 1: Yeah, Sodajo's saying today that they are seeing a bit

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Speaker 1: of a change in terms of what can consumer is

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Speaker 1: doing in the US. So essentially they're saying that American customers,

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Speaker 1: so you'd think this is mostly the restaurant chains and

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Speaker 1: also the pubs and bars have actually bought more of

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Speaker 1: their products because they're concerned that tariffs could actually come

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Speaker 1: through and therefore be a bit more of a cost

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Speaker 1: hit for the company, so that has actually boosted their sales,

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Speaker 1: and that they have also reiterated their guidance that stock

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Speaker 1: had been down pretty sharply over the past year or

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Speaker 1: two given the impact of tariffs. Even now with a

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Speaker 1: gain of around one percent to day is still down

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Speaker 1: around twenty two percent over the past year. The other

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Speaker 1: thing to note is the company is holding their invest

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Speaker 1: to day tomorrow at the Guinness Storehouse in Dublin. I

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Speaker 1: think that has got to be the best place ever

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Speaker 1: to hold an investor day. I mean, analysts, they must

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Speaker 1: just be queuing up to get a ticket to that thing, because.

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Speaker 4: Of course doesn't it Projecting your image is important.

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Speaker 1: I wish I could get a press pass for that one,

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Speaker 1: but I don't think I'm going to be so lucky.

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Speaker 1: But theaj stock up around I'm percent ahead of that event.

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Speaker 3: Okay, Joe, and your aspirations around around attending some of

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Speaker 3: these events linked to Diagio and some of its price

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Speaker 3: switching focus to the drug makers and we're looking at

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Speaker 3: we're looking at Roche and some progress it seems in

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Speaker 3: terms of in terms of Alzheimer's as a as a

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Speaker 3: potential as a potential treatment for that disease.

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Speaker 1: Yeah, so this is interesting. From the US, the US

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Speaker 1: regulators are proving the first blood test to help diagnose Alzheimer's,

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Speaker 1: so a really big breakthrough. The test is made by

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Speaker 1: a Japanese company, a unit of HU Group cleared for

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Speaker 1: people that exhibits signs and symptoms of the disease. So

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Speaker 1: this blood test, it detects something called am ami Lloyd,

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Speaker 1: get that right, and the second pronunciation approachein that builds

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Speaker 1: up and is an early sign of Alzheimer's. So therefore,

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Speaker 1: essentially if there are graded testing of this and therefore

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Speaker 1: greater diagnosis, it is positive for companies that make the drugs.

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Speaker 1: So we're seeing Rosche was a little bit higher in

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Speaker 1: the pre market, and also a Swedish company called bio

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Speaker 1: Arctic up around four percent, one of the best performers

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Speaker 1: today given that positive breakthrough and potentially more widespread testing

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Speaker 1: for Alzheimer's, boosting those farmer stocks today.

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Speaker 4: Yeah, okay, so that from Roche. In terms of the

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Speaker 4: rest of the week, though, what are we thinking about.

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Speaker 4: I mean, most of the European earnings are been and

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Speaker 4: gone now ninety percent also have already reported, but we've

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Speaker 4: got some of the big US retailers who are going

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Speaker 4: to report. I thought the commentary out of Walmart last

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Speaker 4: week was very interesting that got pushed back from the

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Speaker 4: US President in terms of raising prices. You know, the

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Speaker 4: message again from the Trump administration, eat the tariffs. I

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Speaker 4: wonder what else you're thinking about in terms of the

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Speaker 4: outlook for corporate and company news for the rest of

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Speaker 4: this week.

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Speaker 1: Joe, yes, I think jav Sports in terms of the

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Speaker 1: retail I know it sounds relatively small because of the

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Speaker 1: sports with but as a retailer, that's going to be interesting.

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Speaker 1: They've got a lot of US exposure also UK as well,

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Speaker 1: so that is going to be good, a good one

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Speaker 1: to watch in terms of their training update, I think

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Speaker 1: that is tomorrow and then actually know that is Wednesday.

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Speaker 1: And then we've also got easy Jet that will be

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Speaker 1: out lates this week. So will they say the same

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Speaker 1: thing around strength in a good summer four airlines or

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Speaker 1: will there be any other kind of issues on the

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Speaker 1: fuel pricing maybe. So those are the two that really

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Speaker 1: I'm going to be looking out for.

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Speaker 2: I think this week the stock movers report from Bloomberg Radio.

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Speaker 2: Check back with us throughout the day for the latest

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Speaker 2: roundup of companies making news on Wall Street and for

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Speaker 2: the latest market moving headlines. Listen to Bloomberg Radio Live,

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