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

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Speaker 2: Stock Movers podcast, your roundup of companies making moves in

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

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Speaker 3: Let's take a look at some stocks on the move

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Speaker 3: this past week with Red Brown. He's Bloomberg News earnings reporter.

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Speaker 3: He joins us here in the Bloomberg Interactive at Brokers Studio. Red,

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Speaker 3: I know Intel is on your radar.

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Speaker 4: Yeah, I mean, it's just been kind of an interesting

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Speaker 4: week for Intel in general. I guess when we had

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Speaker 4: that news break that they were considering cutting a pretty

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Speaker 4: significant amount of their workforce. So much of the newsflow

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Speaker 4: has been so negative for the company heading into earnings,

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Speaker 4: and I don't think anything really has drastically changed for

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Speaker 4: the company since then either. So yeah, kind of a

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Speaker 4: tough week for Intel in general.

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Speaker 1: What was fascinating is Tuesday, Wednesday, Thursday, the stock was

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Speaker 1: up about fourteen percent, right, and then it got earning

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Speaker 1: after the close on Thursday, and it was just I

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Speaker 1: think it was it was kind of as bad as

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Speaker 1: everybody thought, or even worse.

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Speaker 3: Wait, but am I looking at this right, Carol, up

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Speaker 3: about six percent on the week, even with today's decline correct. Okay, yeah, wow,

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Speaker 3: because it was up.

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Speaker 1: Fourteen percent ahead earnings and then it was chocking percent.

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Speaker 3: Like you said, read investors cheered the news what Bluebird

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Speaker 3: reported earlier this week there would be large layoffs, and

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Speaker 3: then it was pretty bad in terms of the numbers

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Speaker 3: that they set for the current for the current quarter.

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Speaker 1: The reality kind of was a bummer.

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Speaker 4: This is sometimes what needs to happen, right, Like, you

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Speaker 4: need to just kind of reset expectations. If you are

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Speaker 4: going to successfully do the turnaround that everyone's wanting, it

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Speaker 4: just needs to kind of you need to do the

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Speaker 4: short term pain and then hopefully things will we'll have

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Speaker 4: the direction you want.

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Speaker 1: You know, who's really resetting expectations? I feel like a

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Speaker 1: lot of the American airlines.

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Speaker 4: Yeah, I mean just the fact that they're pulling their

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Speaker 4: guidance again. It makes sense, I guess given the circumstances

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Speaker 4: that they find themselves in. It's really difficult to get

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Speaker 4: a view even into the second quarter with what demand is.

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Speaker 4: I've heard you guys talking on your show about how

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Speaker 4: people are booking earlier and earlier their flights that that

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Speaker 4: doesn't that means as a company, you can't get a

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Speaker 4: good feel of what your your earnings are going to be,

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Speaker 4: what your revenues are going to be, right right, I

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Speaker 4: mean we look at you.

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Speaker 1: Listen to us all the time.

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Speaker 4: Okay, go ahead, So just trying to stay in the

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Speaker 4: good books here.

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Speaker 3: Long time listener, longtime guest. Also right around, So we're

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Speaker 3: talking about Alaska Airlines. That was one of the stocks

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Speaker 3: that you had on your radar this week. Shares for

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Speaker 3: the week down about seven point two percent, seven point

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Speaker 3: three percent.

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Speaker 4: Yes, and it's again it's it's back to this idea

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Speaker 4: that you just can't get a view into what is

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Speaker 4: going to be coming down the pipe. And we don't

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Speaker 4: know where travel demand is. We don't know how consumers

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Speaker 4: are thinking about their discretionary wallet necessarily, So again it

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Speaker 4: makes sense to reset expectations, just say we don't know.

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Speaker 4: That's the best transparency that we can give you.

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Speaker 1: We keep laughing, but it's not so funny, right, How

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Speaker 1: much we hear from CEOs, the C suite uncertainty, how

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Speaker 1: much we hear from market strategy, just everybody, just there

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Speaker 1: is no clarity right in terms of what's coming.

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Speaker 3: One thing I know is I love that I'll be

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Speaker 3: nerf my little pony Transformers, action figures.

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Speaker 2: Plato.

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Speaker 3: Hasbro is also on your radar.

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Speaker 1: That's right, it's up like sixteen percent.

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Speaker 2: Couldn't believe the way that move this way, that's amazing.

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Speaker 3: The reason why I say it's a confusing one is because.

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Speaker 1: It was almost every day this week.

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Speaker 3: Barbie as we spoke out yesterday as Mattel. But there's

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Speaker 3: this Hasbro Plato partnership, well, you know, or Barbie Plato partnership.

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Speaker 1: Yeah, you pay a licensing fee and you know, let

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Speaker 1: the little critters play with.

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Speaker 3: I think typically when we talk about a company such

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Speaker 3: as this, the first thing people might think of is,

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Speaker 3: wait a second, wouldn't this be affected pretty significantly by tariffs?

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Speaker 4: Sure? Yeah, but you know there's sometimes like you know,

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Speaker 4: toys are and the licensing and things like that. These

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Speaker 4: are things that people are going to buy. I remember

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Speaker 4: it was a couple of quarters ago people talked about

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Speaker 4: these sort of like minor indulgences they'll give themselves. You know,

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Speaker 4: the toys might be one of those areas where you know,

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Speaker 4: it could still get the attention of people. If it's

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Speaker 4: not the most extreme outlay for somebody, you might be

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Speaker 4: able to spend the fifteen twenty twenty five dollars it

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Speaker 4: is to buy monopoly or what have you.

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Speaker 1: Yeah, I guess they're gaming right. Business did pretty well,

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Speaker 1: and so I think that was some of the interesting thing.

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Speaker 1: They're gaming unit driving their beat in the first quarter,

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Speaker 1: so that you know, it wasn't the Plato Barbie stuff.

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Speaker 1: We're not done with earnings, are we.

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Speaker 4: No? No, no, I mean we're not even really halfway done. Really.

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Speaker 4: The next week is the is another huge week for us.

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Speaker 1: You'd better get some sleep this weekend, because yeah, it's

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Speaker 1: going to be a killer one.

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Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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