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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 movers 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 Masser, Tim Stenovak, Romain Bostik, and Scarlet Food.

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Speaker 3: All right, let me get to some of the individual

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Speaker 3: gainers and Tesla we saw this definitely some outperformance here

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Speaker 3: up five percent on its highs today, closing with a

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Speaker 3: gain of three point six percent. Tesla proposing a new

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Speaker 3: compensation agreement for its CEO, Elon Musk, potentially worth around

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Speaker 3: one trillion dollars. There's a lot of caveats around it,

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Speaker 3: I would say, but it is a massive package. With

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Speaker 3: that president in corporate America, Tesla seeking assurances that Elon

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Speaker 3: Musk would wind down his political work. So we also

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Speaker 3: heard from a Tesla board member.

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Speaker 1: At least out his political work.

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Speaker 3: Well, you know it.

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Speaker 1: Yeah, I think I think the Trump administration has already

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Speaker 1: done that. But it raises raises, the big raise is

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Speaker 1: a big question, Carol, or in all seriousness, we talk

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Speaker 1: about a trillion dollar pay package that a lot of people,

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Speaker 1: I think, Katie, you pointed out the start of our

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Speaker 1: show to get all those intentos would actually have to

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Speaker 1: take the market cap at this company to run around

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Speaker 1: eight trillion dollars. It's at one trillion now. I would

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Speaker 1: also like to point out it was at one and

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Speaker 1: a half trillion at the start of the year, so

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Speaker 1: I'm a little curious that is what they're actually paying

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Speaker 1: for here.

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Speaker 3: It's a great question. It's a question I pose actually

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Speaker 3: to our Ed Ludlow, who reminded us about Nvidia just

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Speaker 3: a short time ago in the small market cap it had,

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Speaker 3: and how it has certainly blossomed.

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Speaker 1: So I don't know.

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Speaker 3: I guess time will tell.

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Speaker 1: So yeah, in video makes basically the only chip out

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Speaker 1: there to power.

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Speaker 3: The AI revolution, just a graphics chip processor, and the

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Speaker 3: market cap wasn't as large.

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Speaker 1: I'm just saying, okay, that's the false equivalent. See, but

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Speaker 1: go ahead.

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Speaker 3: I'm just thinking you must have missed me. All right,

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Speaker 3: let's go to Zoomis. Zoomies ticker a z u m

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Speaker 3: Z stock up about fifteen percent in today's session.

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Speaker 1: With this I always hear of this stock is.

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Speaker 3: Fifty seven million dollar market cap. It is make those

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Speaker 3: path is something that's probably in your wardrobe, their sneakers,

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Speaker 3: their skateboards. There's a lot of things snowboards as well. Anyway,

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Speaker 3: it reported better than expected second quarter sales, issued third

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Speaker 3: quarter sales guidance that also topped estimates, and moving along

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Speaker 3: chips definitely some outperformance among the semi area today, Broadcom

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Speaker 3: number one gainer in both the S and P five

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Speaker 3: hundred downs tack one hundred gain of nine and a

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Speaker 3: half percent, up more than sixteen percent intra day. Here

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Speaker 3: we know the company reported its latest results, but it

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Speaker 3: really has to do with that FT report initially and

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Speaker 3: then Bluemberg following up that the chip maker is said

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Speaker 3: to be helping Open Ai design and produce an AI

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Speaker 3: accelerator for twenty twenty six. Can I to say a.

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Speaker 1: Couple a few weeks ago on this program. I got

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Speaker 1: a lot to say today, Keryl, So give a couple

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Speaker 1: weeks on the program. Jake Goldberger, it's over at cboard.

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Speaker 1: Pay was talking about this idea of the chip space,

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Speaker 1: all the focus on in VideA, and he was the

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Speaker 1: one who flagged me. HEAs, look take a look at Broadcom.

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Speaker 1: It's outperformed in video this year. It's up forty four

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Speaker 1: percent and video is up like twenty five percent. He

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Speaker 1: was really bullsh on this idea, this idea that Broadcom

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Speaker 1: really has an ability to make its mark in the

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Speaker 1: AI space, and that investors hadn't really appreciated that. And

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Speaker 1: I think, based on what we learned yesterday, maybe he

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Speaker 1: was right.

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Speaker 4: I have something to say, actually, I have also heard

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Speaker 4: calls that Broadcom should be part of the Magnificent seven.

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Speaker 4: I'm going to say here, call it the Grade eight.

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Speaker 4: We could come up with a new name, because Broadcom

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Speaker 4: really has proved its worth this year.

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Speaker 5: All Right, we'll see if the Grade eight sticks. If

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Speaker 5: it does, Thanks Katie Graefelt for this one from someone Romaine.

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Speaker 5: I know you're just we were gone yesterday at the

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Speaker 5: sum It sounds like you're making up for lost time

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Speaker 5: with no simulcasts.

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Speaker 1: We've been chatting with We actually did the simulcast. We

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Speaker 1: just did it.

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Speaker 5: Oh you did yeah, yeah, okay. It was just the

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Speaker 5: two of you, just the two of you talking to each.

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Speaker 1: Other pretty much. Okay, we got to keep that radio listening.

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Speaker 4: Well.

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Speaker 5: I want to keep things moving and talk a little

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Speaker 5: bit about in video on the Broadcom News Broadcom's gains.

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Speaker 5: We're in Video's losses today, down two point seven percent.

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Speaker 5: Chares actually felt as much as four point four percent,

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Speaker 5: fallowing at one point by the most since April. Once

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Speaker 5: again in video down by two point seven percent today,

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Speaker 5: and then mover ken View down nine point four percent today.

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Speaker 5: It's the former consumer healthcare division of Johnson and Johnson,

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Speaker 5: down as much as sixteen and a half percent earlier.

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Speaker 5: This afternoon, shares fell after the Journal reported that AHHS

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Speaker 5: Secretary Robert F. Kennedy Junior, is likely to link the

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Speaker 5: company's taile andol to autism. The federal government is expected

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Speaker 5: to release it's finding on auxism this month. The HHS, though,

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Speaker 5: came out with a statement after this Journal report came

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Speaker 5: out and said any claims about the report's contents or

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Speaker 5: speculation until it is released. We should note that ken

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Speaker 5: View said quote, nothing is more important than the health

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Speaker 5: and safety of people who use its products, and it

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Speaker 5: believes there's no causal link between acetaminifin use during pregnancy

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Speaker 5: and autism. And finally, Lululemon shares down eighteen point six

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Speaker 5: percent today. This was the worst performer on a percentage

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Speaker 5: basis in the S and P five hundred. The company

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Speaker 5: slashing its outlook due to weakening demand the Trump Administration's

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Speaker 5: tougher trade policies as well. At least seven analysts downgraded

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Speaker 5: the company's store.

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Speaker 1: That that was really shocked. I mean, we were on

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Speaker 1: well that's why you guys weren't here yesterday, but we

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Speaker 1: were covering that in the after hours yesterday. And the idea, remember,

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Speaker 1: this was like the untouchable stock. It seemed like it

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Speaker 1: didn't matter the economic conditions, it didn't matter anything. I

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Speaker 1: always seem to grow sales, grow profitability, and this is

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Speaker 1: like the third straight quarter where they've really surprised to

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Speaker 1: the downside.

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Speaker 2: This stock Movers report 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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Speaker 2: making news on Wall Street and for the latest market

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