1 00:00:02,520 --> 00:00:07,040 Speaker 1: Bloomberg Audio Studios, podcasts, radio News. 2 00:00:08,560 --> 00:00:12,440 Speaker 2: The Stock Movers report, your roundup of companies making moves 3 00:00:12,480 --> 00:00:15,880 Speaker 2: in the stock market, harnessing the power of Bloomberg Data. 4 00:00:16,680 --> 00:00:18,720 Speaker 3: I'm Carol Master along with Tim Standard if we're joined 5 00:00:18,720 --> 00:00:22,439 Speaker 3: now by Bloomberg News. Crocesst reporter Isabelle Lee taking a 6 00:00:22,440 --> 00:00:26,120 Speaker 3: look at some stocks on the move today. So Micron 7 00:00:26,280 --> 00:00:28,479 Speaker 3: earnings after the close, we do have to start with 8 00:00:28,520 --> 00:00:30,600 Speaker 3: that because it's a great earning. So Micron is the 9 00:00:30,640 --> 00:00:32,960 Speaker 3: largest US maker of computer memory chips, and they give 10 00:00:33,000 --> 00:00:36,000 Speaker 3: an upbeat forecast for the current quarter, help of course 11 00:00:36,120 --> 00:00:39,159 Speaker 3: by demand for AI equipment. So fiscal first quarter revenue 12 00:00:39,280 --> 00:00:41,360 Speaker 3: will be roughly twelve and a half billion dollars. That's 13 00:00:41,400 --> 00:00:44,600 Speaker 3: higher than average estimate. So this outlook really just validates 14 00:00:44,600 --> 00:00:48,080 Speaker 3: the idea that Micron is really becoming this key beneficiary 15 00:00:48,120 --> 00:00:49,120 Speaker 3: of AI spending. 16 00:00:49,159 --> 00:00:52,360 Speaker 4: And it's high bandwidth memory or HBM, which I had 17 00:00:52,360 --> 00:00:54,680 Speaker 4: to read up even more. It's critical to chips and 18 00:00:54,720 --> 00:00:57,480 Speaker 4: systems that develop AI model. So shares our op three 19 00:00:57,520 --> 00:01:00,760 Speaker 4: percent in late trading after the selfware release. 20 00:01:00,960 --> 00:01:03,160 Speaker 3: The stock has really already double. 21 00:01:02,960 --> 00:01:04,959 Speaker 4: This year, rising at a faster pace than most of 22 00:01:05,000 --> 00:01:07,640 Speaker 4: its peers. Really just again on the back of AI. 23 00:01:07,720 --> 00:01:09,800 Speaker 4: I really just wonder how much will this a I 24 00:01:09,880 --> 00:01:12,280 Speaker 4: rally keep on going? But it seems like they're still 25 00:01:12,319 --> 00:01:13,000 Speaker 4: steam behind it. 26 00:01:13,080 --> 00:01:15,080 Speaker 5: We could have asked the same question a year ago. 27 00:01:15,319 --> 00:01:16,080 Speaker 3: Yes, that's true. 28 00:01:16,160 --> 00:01:17,360 Speaker 5: People would have had the same question. 29 00:01:17,720 --> 00:01:18,520 Speaker 3: Yeah, that's true. 30 00:01:18,560 --> 00:01:20,440 Speaker 4: Right, And it goes on and on and on, but 31 00:01:20,480 --> 00:01:22,840 Speaker 4: it's still going. And to your point, every day, not 32 00:01:22,920 --> 00:01:25,440 Speaker 4: every day could be a record. But for Micron, it's 33 00:01:25,480 --> 00:01:26,479 Speaker 4: a good day, all right. 34 00:01:26,520 --> 00:01:28,440 Speaker 3: Boeing also a good day for today. 35 00:01:29,240 --> 00:01:31,960 Speaker 4: The stock closed hire by two percent. Ticker is BA. 36 00:01:32,160 --> 00:01:35,679 Speaker 4: So this comes after the playmaker secured an order from 37 00:01:35,760 --> 00:01:40,000 Speaker 4: Uzbekistan Airways and after the US Ambassador to China, David Purdue. 38 00:01:39,680 --> 00:01:42,959 Speaker 3: Indicated that a major order is close to being finalized. 39 00:01:43,040 --> 00:01:46,039 Speaker 4: So Boeing and Uzbekistan Airways to announce a deal, a 40 00:01:46,120 --> 00:01:48,800 Speaker 4: deal that could be as many as twenty two seven 41 00:01:48,880 --> 00:01:52,480 Speaker 4: eight seven. Dreamliner jets and Bloomberg previously reported that Boeing 42 00:01:52,600 --> 00:01:54,800 Speaker 4: is working on this deal, so this is just confirmation 43 00:01:54,880 --> 00:01:58,160 Speaker 4: for that. Separately, Boeing also said that it's will partner 44 00:01:58,240 --> 00:02:01,560 Speaker 4: with Palanteer to integrate again an AI on current and 45 00:02:01,600 --> 00:02:05,280 Speaker 4: future defense programs, So this means Boeing's factor was the 46 00:02:05,320 --> 00:02:09,120 Speaker 4: defense unit will deploy parent Pallenteers foundry platform to just 47 00:02:09,160 --> 00:02:12,480 Speaker 4: standardize data analytics and all that stuff. And again AI 48 00:02:12,520 --> 00:02:15,960 Speaker 4: has emerged as a key focus for defense companies amid 49 00:02:16,440 --> 00:02:17,920 Speaker 4: rising geopolitical tensions. 50 00:02:17,960 --> 00:02:19,639 Speaker 3: That's an interesting everywhere. 51 00:02:19,880 --> 00:02:22,040 Speaker 5: I like the eighty seven Dreamlinder. 52 00:02:22,120 --> 00:02:24,720 Speaker 3: You do like this seven Dreamliner? 53 00:02:24,880 --> 00:02:27,320 Speaker 5: Did you notice, Carol with the planes. 54 00:02:27,000 --> 00:02:29,359 Speaker 3: In the business, there's a single. 55 00:02:29,240 --> 00:02:32,320 Speaker 5: It's once you won and what I'm talking about. 56 00:02:32,720 --> 00:02:35,680 Speaker 4: It's really nice people who to check the airplanes when 57 00:02:35,680 --> 00:02:36,760 Speaker 4: you have no. 58 00:02:36,760 --> 00:02:38,560 Speaker 3: I can't even book. He's like, wait, let me check 59 00:02:38,600 --> 00:02:39,120 Speaker 3: out the plane. 60 00:02:39,200 --> 00:02:41,200 Speaker 4: Yeah, oh I just see. Oh it's a big plan 61 00:02:41,360 --> 00:02:41,880 Speaker 4: or oh it's not. 62 00:02:42,160 --> 00:02:45,400 Speaker 3: It's it's really smart. Really you got a book a flight, 63 00:02:45,480 --> 00:02:47,160 Speaker 3: you've got you've got to call Tim and say wait 64 00:02:47,160 --> 00:02:48,640 Speaker 3: a minute while I get on this plane. 65 00:02:48,720 --> 00:02:51,480 Speaker 5: It's also GPT and other AI help a lot. 66 00:02:51,320 --> 00:02:54,280 Speaker 3: With What was the plane the one plane we flew 67 00:02:54,480 --> 00:02:57,120 Speaker 3: last year to anybody, it was a triple seven. Was 68 00:02:57,160 --> 00:02:57,840 Speaker 3: a triple seven. 69 00:02:57,880 --> 00:02:59,400 Speaker 5: It's so lat. 70 00:02:59,440 --> 00:03:01,240 Speaker 3: It was like, I've got like ten seats in the 71 00:03:01,240 --> 00:03:03,840 Speaker 3: middle in the front of the plane. Wow. 72 00:03:04,040 --> 00:03:05,480 Speaker 1: Well, I was just gonna say about the sevent eighty 73 00:03:05,480 --> 00:03:09,720 Speaker 1: seven the Dreamliner. The windows are controlled not by you 74 00:03:09,760 --> 00:03:10,480 Speaker 1: don't open. 75 00:03:10,280 --> 00:03:12,960 Speaker 3: Them and close on Yeah, that's amazing. 76 00:03:13,320 --> 00:03:15,240 Speaker 4: I hate it when the flight attendant say, please close 77 00:03:15,240 --> 00:03:16,480 Speaker 4: your window, Please open your windows. 78 00:03:16,480 --> 00:03:16,840 Speaker 5: This is so. 79 00:03:16,880 --> 00:03:18,640 Speaker 1: What it does is you can actually just press you 80 00:03:18,680 --> 00:03:21,320 Speaker 1: just press buttons and it changes very slowly the shade. 81 00:03:21,360 --> 00:03:23,560 Speaker 1: And this is technology seventy seven is close to twenty 82 00:03:23,600 --> 00:03:25,160 Speaker 1: years old at this point, but it's pretty cool. 83 00:03:25,200 --> 00:03:25,880 Speaker 3: Oh my gosh. 84 00:03:25,960 --> 00:03:26,160 Speaker 4: Wow. 85 00:03:26,320 --> 00:03:28,360 Speaker 1: The cabin feels a lot better to fly in because 86 00:03:28,360 --> 00:03:30,440 Speaker 1: it's pressurized at a different level, so you're supposed to 87 00:03:30,440 --> 00:03:33,720 Speaker 1: feel what the anyway, So on. 88 00:03:33,639 --> 00:03:37,880 Speaker 4: The same if they serve me a snack and I'm 89 00:03:37,880 --> 00:03:38,800 Speaker 4: just happy if they do. 90 00:03:39,720 --> 00:03:42,200 Speaker 3: All right, ken do you? This is one We've been 91 00:03:42,240 --> 00:03:42,760 Speaker 3: talking about a. 92 00:03:42,760 --> 00:03:44,560 Speaker 4: Lot, I know, but at the end of the day, 93 00:03:44,640 --> 00:03:47,400 Speaker 4: higher by three point six percent, almost four percent. And 94 00:03:47,440 --> 00:03:50,280 Speaker 4: this comes after, of course, President Donald Trump said that 95 00:03:50,360 --> 00:03:53,000 Speaker 4: pregnant woman should avoid tilenol, So basically it's just recooping. 96 00:03:53,080 --> 00:03:56,440 Speaker 4: It's dropped from Monday. Can do you make? 97 00:03:56,520 --> 00:03:56,960 Speaker 3: Tilan Oi? 98 00:03:57,040 --> 00:03:59,960 Speaker 4: Thailand all generate roughly one billion in animal sales for 99 00:04:00,120 --> 00:04:02,320 Speaker 4: can be I've been seeing so many memes online on 100 00:04:02,360 --> 00:04:06,040 Speaker 4: how every woman of a certain age always carries tylanal 101 00:04:06,400 --> 00:04:07,080 Speaker 4: in their bags. 102 00:04:07,280 --> 00:04:09,280 Speaker 3: But in my defense, we carry it for. 103 00:04:09,760 --> 00:04:11,600 Speaker 4: Who is that I know, I know, this is just 104 00:04:11,640 --> 00:04:14,240 Speaker 4: my Twitter. We carry it for our loved ones, and 105 00:04:14,280 --> 00:04:16,679 Speaker 4: we do feel a lot more certain Age. 106 00:04:16,520 --> 00:04:19,560 Speaker 3: Cary exactly lots of different medications. That's just kidding. I'm 107 00:04:19,600 --> 00:04:21,000 Speaker 3: just kidding before I get hate man. 108 00:04:21,320 --> 00:04:23,080 Speaker 4: But we carry it for our loved ones because everyone 109 00:04:23,120 --> 00:04:23,880 Speaker 4: asked us for something. 110 00:04:24,040 --> 00:04:27,560 Speaker 3: I know, everybody, my whole family. You're absolutely right, do 111 00:04:27,640 --> 00:04:28,880 Speaker 3: you have an advil? Do you have this? 112 00:04:29,400 --> 00:04:30,880 Speaker 4: I do that to my mom. I expect her to 113 00:04:30,880 --> 00:04:32,560 Speaker 4: have a band aid, to have a safety pinch. 114 00:04:32,360 --> 00:04:34,360 Speaker 3: Of everything in her back, and she almost always does. 115 00:04:34,400 --> 00:04:34,960 Speaker 3: She's the best. 116 00:04:35,080 --> 00:04:37,239 Speaker 1: It's like Michael Scott in the episode of The Office 117 00:04:37,279 --> 00:04:40,400 Speaker 1: at Niagara Falls the wedding between him and Pam, when 118 00:04:40,440 --> 00:04:42,720 Speaker 1: he asked Pam's mom for a snack. 119 00:04:43,640 --> 00:04:45,920 Speaker 3: She yeah, oh god, she had one. 120 00:04:46,240 --> 00:04:46,880 Speaker 5: She had one. 121 00:04:47,120 --> 00:04:47,840 Speaker 3: This is when you have a kid. 122 00:04:47,920 --> 00:04:48,040 Speaker 1: Man. 123 00:04:48,080 --> 00:04:50,240 Speaker 3: I always had crayon's paper, you name it, you could go. 124 00:04:50,440 --> 00:04:53,000 Speaker 3: It was yes, I'm going to date myself. But let's 125 00:04:53,000 --> 00:04:55,039 Speaker 3: make a deal. Where like they used to ask people 126 00:04:55,080 --> 00:04:57,799 Speaker 3: in the audience, like if you have you know, safety 127 00:04:57,800 --> 00:04:59,880 Speaker 3: pins in your bag? I'll give you a dollar for 128 00:05:00,120 --> 00:05:02,880 Speaker 3: each one. And people would come to this game show 129 00:05:03,320 --> 00:05:05,120 Speaker 3: and loaded with so many sturls. 130 00:05:05,160 --> 00:05:06,919 Speaker 5: Everything in her bag I do have, I'm in. 131 00:05:07,120 --> 00:05:09,320 Speaker 3: I could be a girl scout. I could be left 132 00:05:09,320 --> 00:05:11,960 Speaker 3: in the forest and live for a couple months. 133 00:05:12,040 --> 00:05:16,000 Speaker 1: Could do it at least four different TV shows from 134 00:05:16,640 --> 00:05:17,880 Speaker 1: we have I know. 135 00:05:18,000 --> 00:05:20,719 Speaker 3: Meanwhile, some people walking in at the office without a bag, 136 00:05:20,839 --> 00:05:22,680 Speaker 3: So I know, how do they do that? I have 137 00:05:22,680 --> 00:05:23,080 Speaker 3: no idea. 138 00:05:23,080 --> 00:05:24,480 Speaker 4: But that's a trick so that you don't look like 139 00:05:24,520 --> 00:05:27,599 Speaker 4: you're leaving early. They say, Oh, really, I dream to 140 00:05:27,600 --> 00:05:29,880 Speaker 4: be that person. Oh my god, is that really? 141 00:05:29,960 --> 00:05:35,320 Speaker 2: It doesn't the Stock Mover's report from Bloomberg Radio. 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