Speaker 1: Bloomberg Audio Studios, podcasts, radio News.
Speaker 2: The Stock Movers report, your roundup of companies making moves
Speaker 2: in the stock market, harnessing the power of Bloomberg Data.
Speaker 3: I'm Carol Master along with Tim Standard if we're joined
Speaker 3: now by Bloomberg News. Crocesst reporter Isabelle Lee taking a
Speaker 3: look at some stocks on the move today. So Micron
Speaker 3: earnings after the close, we do have to start with
Speaker 3: that because it's a great earning. So Micron is the
Speaker 3: largest US maker of computer memory chips, and they give
Speaker 3: an upbeat forecast for the current quarter, help of course
Speaker 3: by demand for AI equipment. So fiscal first quarter revenue
Speaker 3: will be roughly twelve and a half billion dollars. That's
Speaker 3: higher than average estimate. So this outlook really just validates
Speaker 3: the idea that Micron is really becoming this key beneficiary
Speaker 3: of AI spending.
Speaker 4: And it's high bandwidth memory or HBM, which I had
Speaker 4: to read up even more. It's critical to chips and
Speaker 4: systems that develop AI model. So shares our op three
Speaker 4: percent in late trading after the selfware release.
Speaker 3: The stock has really already double.
Speaker 4: This year, rising at a faster pace than most of
Speaker 4: its peers. Really just again on the back of AI.
Speaker 4: I really just wonder how much will this a I
Speaker 4: rally keep on going? But it seems like they're still
Speaker 4: steam behind it.
Speaker 5: We could have asked the same question a year ago.
Speaker 3: Yes, that's true.
Speaker 5: People would have had the same question.
Speaker 3: Yeah, that's true.
Speaker 4: Right, And it goes on and on and on, but
Speaker 4: it's still going. And to your point, every day, not
Speaker 4: every day could be a record. But for Micron, it's
Speaker 4: a good day, all right.
Speaker 3: Boeing also a good day for today.
Speaker 4: The stock closed hire by two percent. Ticker is BA.
Speaker 4: So this comes after the playmaker secured an order from
Speaker 4: Uzbekistan Airways and after the US Ambassador to China, David Purdue.
Speaker 3: Indicated that a major order is close to being finalized.
Speaker 4: So Boeing and Uzbekistan Airways to announce a deal, a
Speaker 4: deal that could be as many as twenty two seven
Speaker 4: eight seven. Dreamliner jets and Bloomberg previously reported that Boeing
Speaker 4: is working on this deal, so this is just confirmation
Speaker 4: for that. Separately, Boeing also said that it's will partner
Speaker 4: with Palanteer to integrate again an AI on current and
Speaker 4: future defense programs, So this means Boeing's factor was the
Speaker 4: defense unit will deploy parent Pallenteers foundry platform to just
Speaker 4: standardize data analytics and all that stuff. And again AI
Speaker 4: has emerged as a key focus for defense companies amid
Speaker 4: rising geopolitical tensions.
Speaker 3: That's an interesting everywhere.
Speaker 5: I like the eighty seven Dreamlinder.
Speaker 3: You do like this seven Dreamliner?
Speaker 5: Did you notice, Carol with the planes.
Speaker 3: In the business, there's a single.
Speaker 5: It's once you won and what I'm talking about.
Speaker 4: It's really nice people who to check the airplanes when
Speaker 4: you have no.
Speaker 3: I can't even book. He's like, wait, let me check
Speaker 3: out the plane.
Speaker 4: Yeah, oh I just see. Oh it's a big plan
Speaker 4: or oh it's not.
Speaker 3: It's it's really smart. Really you got a book a flight,
Speaker 3: you've got you've got to call Tim and say wait
Speaker 3: a minute while I get on this plane.
Speaker 5: It's also GPT and other AI help a lot.
Speaker 3: With What was the plane the one plane we flew
Speaker 3: last year to anybody, it was a triple seven. Was
Speaker 3: a triple seven.
Speaker 5: It's so lat.
Speaker 3: It was like, I've got like ten seats in the
Speaker 3: middle in the front of the plane. Wow.
Speaker 1: Well, I was just gonna say about the sevent eighty
Speaker 1: seven the Dreamliner. The windows are controlled not by you
Speaker 1: don't open.
Speaker 3: Them and close on Yeah, that's amazing.
Speaker 4: I hate it when the flight attendant say, please close
Speaker 4: your window, Please open your windows.
Speaker 5: This is so.
Speaker 1: What it does is you can actually just press you
Speaker 1: just press buttons and it changes very slowly the shade.
Speaker 1: And this is technology seventy seven is close to twenty
Speaker 1: years old at this point, but it's pretty cool.
Speaker 3: Oh my gosh.
Speaker 4: Wow.
Speaker 1: The cabin feels a lot better to fly in because
Speaker 1: it's pressurized at a different level, so you're supposed to
Speaker 1: feel what the anyway, So on.
Speaker 4: The same if they serve me a snack and I'm
Speaker 4: just happy if they do.
Speaker 3: All right, ken do you? This is one We've been
Speaker 3: talking about a.
Speaker 4: Lot, I know, but at the end of the day,
Speaker 4: higher by three point six percent, almost four percent. And
Speaker 4: this comes after, of course, President Donald Trump said that
Speaker 4: pregnant woman should avoid tilenol, So basically it's just recooping.
Speaker 4: It's dropped from Monday. Can do you make?
Speaker 3: Tilan Oi?
Speaker 4: Thailand all generate roughly one billion in animal sales for
Speaker 4: can be I've been seeing so many memes online on
Speaker 4: how every woman of a certain age always carries tylanal
Speaker 4: in their bags.
Speaker 3: But in my defense, we carry it for.
Speaker 4: Who is that I know, I know, this is just
Speaker 4: my Twitter. We carry it for our loved ones, and
Speaker 4: we do feel a lot more certain Age.
Speaker 3: Cary exactly lots of different medications. That's just kidding. I'm
Speaker 3: just kidding before I get hate man.
Speaker 4: But we carry it for our loved ones because everyone
Speaker 4: asked us for something.
Speaker 3: I know, everybody, my whole family. You're absolutely right, do
Speaker 3: you have an advil? Do you have this?
Speaker 4: I do that to my mom. I expect her to
Speaker 4: have a band aid, to have a safety pinch.
Speaker 3: Of everything in her back, and she almost always does.
Speaker 3: She's the best.
Speaker 1: It's like Michael Scott in the episode of The Office
Speaker 1: at Niagara Falls the wedding between him and Pam, when
Speaker 1: he asked Pam's mom for a snack.
Speaker 3: She yeah, oh god, she had one.
Speaker 5: She had one.
Speaker 3: This is when you have a kid.
Speaker 1: Man.
Speaker 3: I always had crayon's paper, you name it, you could go.
Speaker 3: It was yes, I'm going to date myself. But let's
Speaker 3: make a deal. Where like they used to ask people
Speaker 3: in the audience, like if you have you know, safety
Speaker 3: pins in your bag? I'll give you a dollar for
Speaker 3: each one. And people would come to this game show
Speaker 3: and loaded with so many sturls.
Speaker 5: Everything in her bag I do have, I'm in.
Speaker 3: I could be a girl scout. I could be left
Speaker 3: in the forest and live for a couple months.
Speaker 1: Could do it at least four different TV shows from
Speaker 1: we have I know.
Speaker 3: Meanwhile, some people walking in at the office without a bag,
Speaker 3: So I know, how do they do that? I have
Speaker 3: no idea.
Speaker 4: But that's a trick so that you don't look like
Speaker 4: you're leaving early. They say, Oh, really, I dream to
Speaker 4: be that person. Oh my god, is that really?
Speaker 2: It doesn't the Stock Mover's report from Bloomberg Radio. Check
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Speaker 2: of companies making news on Wall Street and for the
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