1 00:00:02,520 --> 00:00:10,440 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast, 2 00:00:10,800 --> 00:00:14,040 Speaker 1: your roundup of companies making moves in the stock market, 3 00:00:14,240 --> 00:00:17,320 Speaker 1: harnessing the power of Bloomberg data. 4 00:00:17,640 --> 00:00:19,000 Speaker 2: Let's take a look at some of the stocks on 5 00:00:19,040 --> 00:00:22,200 Speaker 2: the move today. On Ponswenia alongside Alextel, we're joined by 6 00:00:22,200 --> 00:00:24,360 Speaker 2: Bloombergs the needs a Soakova Dens. What are you looking 7 00:00:24,360 --> 00:00:26,759 Speaker 2: at today? Let's look at some of the travel companies. 8 00:00:26,840 --> 00:00:29,159 Speaker 3: Let's look at the regier Clue cruise Line, which is 9 00:00:29,160 --> 00:00:30,960 Speaker 3: actually up about one percent. 10 00:00:31,040 --> 00:00:33,040 Speaker 2: The ticker is NCLH. 11 00:00:33,200 --> 00:00:35,320 Speaker 3: But when we started looking at that, this company actually 12 00:00:35,400 --> 00:00:40,080 Speaker 3: took a big downgrade. Today we have Argust Research cutting 13 00:00:40,120 --> 00:00:43,920 Speaker 3: the recommendation on the cruise line operator to hold writing. 14 00:00:44,040 --> 00:00:47,240 Speaker 3: Given the companies highly reveraged position, we think the current 15 00:00:47,240 --> 00:00:51,560 Speaker 3: share price audicuately reflects the situation which the current share 16 00:00:51,600 --> 00:00:54,800 Speaker 3: price Nuigia was down thirty percent year today, so that's 17 00:00:54,800 --> 00:00:58,120 Speaker 3: a pretty big statement. Obviously, those stocks have been volatile 18 00:00:59,000 --> 00:01:02,440 Speaker 3: during the Israeli around conflict. Today we're seeing some relief, 19 00:01:02,560 --> 00:01:05,080 Speaker 3: so that's the reason the stock is up today, but 20 00:01:05,160 --> 00:01:10,360 Speaker 3: definitely a lot of pressure. We're seeing analysts clearly downgrading 21 00:01:10,400 --> 00:01:14,920 Speaker 3: and putting more pressure, and air travel stocks are also 22 00:01:15,600 --> 00:01:19,720 Speaker 3: suffering of that. That said, Argus remains posedly from the 23 00:01:19,720 --> 00:01:23,039 Speaker 3: stock in the long term, setting prospects for resiling cruise 24 00:01:23,040 --> 00:01:24,680 Speaker 3: demands over the next five years. 25 00:01:24,680 --> 00:01:26,800 Speaker 2: So there is some optimism, but coming from the deep. 26 00:01:26,880 --> 00:01:28,959 Speaker 2: So off, all right, what about Netflix? 27 00:01:28,959 --> 00:01:30,960 Speaker 3: That's aakap eight tens of one percent and add some 28 00:01:31,120 --> 00:01:35,240 Speaker 3: live TV channels from French broadcaster. That's really fascinating, right, 29 00:01:35,400 --> 00:01:38,400 Speaker 3: And it's also I saw that comes one day after 30 00:01:38,640 --> 00:01:42,440 Speaker 3: report reveals that the total market share of streaming heads 31 00:01:42,440 --> 00:01:46,959 Speaker 3: surpress surpassed broadcasting cable and now Netflix is going after cable. 32 00:01:47,040 --> 00:01:52,120 Speaker 3: Clearly the ticker is NFLX. It's seeing a little speck today. 33 00:01:52,720 --> 00:01:55,960 Speaker 3: But it's interesting because it comes after comments from Netflix 34 00:01:56,040 --> 00:01:59,280 Speaker 3: co CEO. We obviously have this split from Warner Brothers 35 00:01:59,280 --> 00:02:03,160 Speaker 3: and Discovery, and he said that this is part of 36 00:02:03,200 --> 00:02:07,800 Speaker 3: a broader shakeout, so clearly maybe they're looking to get 37 00:02:07,880 --> 00:02:08,799 Speaker 3: more into that TV. 38 00:02:08,919 --> 00:02:11,200 Speaker 2: Of course, this is just a kind of a smaller market. 39 00:02:11,240 --> 00:02:14,360 Speaker 3: It's adding live television channels and show from French broadcaster 40 00:02:14,520 --> 00:02:18,600 Speaker 3: TF one, but it's part of a bigger grow effort. 41 00:02:18,680 --> 00:02:21,359 Speaker 2: Netflix is up thirty eight percent year to date. 42 00:02:22,040 --> 00:02:25,720 Speaker 3: It's been adding National Football League games, wrestling matches, It's 43 00:02:25,720 --> 00:02:30,000 Speaker 3: been growing internationally very aggressively, and so far investors have 44 00:02:30,040 --> 00:02:31,880 Speaker 3: been rewarding this pretty good. 45 00:02:32,400 --> 00:02:37,120 Speaker 2: Amazing. That's the tipping point when you saw streamers take 46 00:02:37,120 --> 00:02:39,640 Speaker 2: a bigger share than everything else. It's never going back. 47 00:02:39,720 --> 00:02:42,079 Speaker 2: All right, it's the last one you got for us. 48 00:02:43,160 --> 00:02:46,840 Speaker 3: Let's take another look at Circle because it's up twelve percent. 49 00:02:47,120 --> 00:02:50,560 Speaker 3: The stock is really soaring ear to date's ear today 50 00:02:51,160 --> 00:02:53,520 Speaker 3: it's a stretch because it's recently I field. The stock 51 00:02:53,600 --> 00:02:57,320 Speaker 3: is up four hundred percent. Really one of the squash 52 00:02:57,400 --> 00:03:01,880 Speaker 3: it's debuts we've had in years. But of course the 53 00:03:01,919 --> 00:03:05,280 Speaker 3: booths today is coming off legislation. The US Senate passed 54 00:03:05,320 --> 00:03:11,280 Speaker 3: stable coin legislation that is obviously one big tangible return 55 00:03:11,520 --> 00:03:14,760 Speaker 3: after the crypto industry supported the President Trump and invested. 56 00:03:15,080 --> 00:03:17,360 Speaker 2: Really a lot of money in his reelection campaign. 57 00:03:17,919 --> 00:03:21,600 Speaker 3: The Senate bill is saying that door pegged stable coins 58 00:03:21,600 --> 00:03:24,240 Speaker 3: would have to hold door for door reserves in short term. 59 00:03:24,320 --> 00:03:26,119 Speaker 3: So we yet to see if there is more optimism 60 00:03:26,160 --> 00:03:27,799 Speaker 3: for that stock, but just incredible rally. 61 00:03:28,880 --> 00:03:33,000 Speaker 1: The Stock Movers podcast from Bloomberg Radio check back with 62 00:03:33,080 --> 00:03:35,840 Speaker 1: us throughout the day for the latest roundup of companies 63 00:03:35,880 --> 00:03:38,920 Speaker 1: making news on Wall Street and for the latest market 64 00:03:38,960 --> 00:03:43,360 Speaker 1: moving headlines. 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