WEBVTT - Micron Delivers Upbeat Forecast, Boeing Rises, Tylenol-maker Rebounds

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio News.

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<v Speaker 2>The Stock Movers report, your roundup of companies making moves

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<v Speaker 2>in the stock market, harnessing the power of Bloomberg Data.

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<v Speaker 3>I'm Carol Master along with Tim Standard if we're joined

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<v Speaker 3>now by Bloomberg News. Crocesst reporter Isabelle Lee taking a

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<v Speaker 3>look at some stocks on the move today. So Micron

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<v Speaker 3>earnings after the close, we do have to start with

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<v Speaker 3>that because it's a great earning. So Micron is the

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<v Speaker 3>largest US maker of computer memory chips, and they give

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<v Speaker 3>an upbeat forecast for the current quarter, help of course

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<v Speaker 3>by demand for AI equipment. So fiscal first quarter revenue

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<v Speaker 3>will be roughly twelve and a half billion dollars. That's

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<v Speaker 3>higher than average estimate. So this outlook really just validates

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<v Speaker 3>the idea that Micron is really becoming this key beneficiary

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<v Speaker 3>of AI spending.

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<v Speaker 4>And it's high bandwidth memory or HBM, which I had

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<v Speaker 4>to read up even more. It's critical to chips and

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<v Speaker 4>systems that develop AI model. So shares our op three

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<v Speaker 4>percent in late trading after the selfware release.

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<v Speaker 3>The stock has really already double.

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<v Speaker 4>This year, rising at a faster pace than most of

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<v Speaker 4>its peers. Really just again on the back of AI.

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<v Speaker 4>I really just wonder how much will this a I

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<v Speaker 4>rally keep on going? But it seems like they're still

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<v Speaker 4>steam behind it.

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<v Speaker 5>We could have asked the same question a year ago.

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<v Speaker 3>Yes, that's true.

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<v Speaker 5>People would have had the same question.

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<v Speaker 3>Yeah, that's true.

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<v Speaker 4>Right, And it goes on and on and on, but

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<v Speaker 4>it's still going. And to your point, every day, not

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<v Speaker 4>every day could be a record. But for Micron, it's

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<v Speaker 4>a good day, all right.

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<v Speaker 3>Boeing also a good day for today.

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<v Speaker 4>The stock closed hire by two percent. Ticker is BA.

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<v Speaker 4>So this comes after the playmaker secured an order from

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<v Speaker 4>Uzbekistan Airways and after the US Ambassador to China, David Purdue.

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<v Speaker 3>Indicated that a major order is close to being finalized.

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<v Speaker 4>So Boeing and Uzbekistan Airways to announce a deal, a

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<v Speaker 4>deal that could be as many as twenty two seven

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<v Speaker 4>eight seven. Dreamliner jets and Bloomberg previously reported that Boeing

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<v Speaker 4>is working on this deal, so this is just confirmation

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<v Speaker 4>for that. Separately, Boeing also said that it's will partner

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<v Speaker 4>with Palanteer to integrate again an AI on current and

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<v Speaker 4>future defense programs, So this means Boeing's factor was the

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<v Speaker 4>defense unit will deploy parent Pallenteers foundry platform to just

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<v Speaker 4>standardize data analytics and all that stuff. And again AI

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<v Speaker 4>has emerged as a key focus for defense companies amid

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<v Speaker 4>rising geopolitical tensions.

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<v Speaker 3>That's an interesting everywhere.

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<v Speaker 5>I like the eighty seven Dreamlinder.

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<v Speaker 3>You do like this seven Dreamliner?

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<v Speaker 5>Did you notice, Carol with the planes.

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<v Speaker 3>In the business, there's a single.

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<v Speaker 5>It's once you won and what I'm talking about.

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<v Speaker 4>It's really nice people who to check the airplanes when

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<v Speaker 4>you have no.

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<v Speaker 3>I can't even book. He's like, wait, let me check

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<v Speaker 3>out the plane.

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<v Speaker 4>Yeah, oh I just see. Oh it's a big plan

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<v Speaker 4>or oh it's not.

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<v Speaker 3>It's it's really smart. Really you got a book a flight,

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<v Speaker 3>you've got you've got to call Tim and say wait

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<v Speaker 3>a minute while I get on this plane.

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<v Speaker 5>It's also GPT and other AI help a lot.

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<v Speaker 3>With What was the plane the one plane we flew

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<v Speaker 3>last year to anybody, it was a triple seven. Was

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<v Speaker 3>a triple seven.

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<v Speaker 5>It's so lat.

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<v Speaker 3>It was like, I've got like ten seats in the

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<v Speaker 3>middle in the front of the plane. Wow.

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<v Speaker 1>Well, I was just gonna say about the sevent eighty

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<v Speaker 1>seven the Dreamliner. The windows are controlled not by you

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<v Speaker 1>don't open.

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<v Speaker 3>Them and close on Yeah, that's amazing.

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<v Speaker 4>I hate it when the flight attendant say, please close

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<v Speaker 4>your window, Please open your windows.

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<v Speaker 5>This is so.

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<v Speaker 1>What it does is you can actually just press you

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<v Speaker 1>just press buttons and it changes very slowly the shade.

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<v Speaker 1>And this is technology seventy seven is close to twenty

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<v Speaker 1>years old at this point, but it's pretty cool.

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<v Speaker 3>Oh my gosh.

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<v Speaker 4>Wow.

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<v Speaker 1>The cabin feels a lot better to fly in because

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<v Speaker 1>it's pressurized at a different level, so you're supposed to

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<v Speaker 1>feel what the anyway, So on.

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<v Speaker 4>The same if they serve me a snack and I'm

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<v Speaker 4>just happy if they do.

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<v Speaker 3>All right, ken do you? This is one We've been

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<v Speaker 3>talking about a.

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<v Speaker 4>Lot, I know, but at the end of the day,

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<v Speaker 4>higher by three point six percent, almost four percent. And

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<v Speaker 4>this comes after, of course, President Donald Trump said that

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<v Speaker 4>pregnant woman should avoid tilenol, So basically it's just recooping.

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<v Speaker 4>It's dropped from Monday. Can do you make?

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<v Speaker 3>Tilan Oi?

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<v Speaker 4>Thailand all generate roughly one billion in animal sales for

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<v Speaker 4>can be I've been seeing so many memes online on

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<v Speaker 4>how every woman of a certain age always carries tylanal

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<v Speaker 4>in their bags.

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<v Speaker 3>But in my defense, we carry it for.

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<v Speaker 4>Who is that I know, I know, this is just

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<v Speaker 4>my Twitter. We carry it for our loved ones, and

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<v Speaker 4>we do feel a lot more certain Age.

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<v Speaker 3>Cary exactly lots of different medications. That's just kidding. I'm

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<v Speaker 3>just kidding before I get hate man.

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<v Speaker 4>But we carry it for our loved ones because everyone

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<v Speaker 4>asked us for something.

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<v Speaker 3>I know, everybody, my whole family. You're absolutely right, do

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<v Speaker 3>you have an advil? Do you have this?

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<v Speaker 4>I do that to my mom. I expect her to

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<v Speaker 4>have a band aid, to have a safety pinch.

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<v Speaker 3>Of everything in her back, and she almost always does.

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<v Speaker 3>She's the best.

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<v Speaker 1>It's like Michael Scott in the episode of The Office

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<v Speaker 1>at Niagara Falls the wedding between him and Pam, when

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<v Speaker 1>he asked Pam's mom for a snack.

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<v Speaker 3>She yeah, oh god, she had one.

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<v Speaker 5>She had one.

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<v Speaker 3>This is when you have a kid.

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<v Speaker 1>Man.

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<v Speaker 3>I always had crayon's paper, you name it, you could go.

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<v Speaker 3>It was yes, I'm going to date myself. But let's

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<v Speaker 3>make a deal. Where like they used to ask people

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<v Speaker 3>in the audience, like if you have you know, safety

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<v Speaker 3>pins in your bag? I'll give you a dollar for

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<v Speaker 3>each one. And people would come to this game show

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<v Speaker 3>and loaded with so many sturls.

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<v Speaker 5>Everything in her bag I do have, I'm in.

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<v Speaker 3>I could be a girl scout. I could be left

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<v Speaker 3>in the forest and live for a couple months.

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<v Speaker 1>Could do it at least four different TV shows from

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<v Speaker 1>we have I know.

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<v Speaker 3>Meanwhile, some people walking in at the office without a bag,

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<v Speaker 3>So I know, how do they do that? I have

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<v Speaker 3>no idea.

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<v Speaker 4>But that's a trick so that you don't look like

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<v Speaker 4>you're leaving early. They say, Oh, really, I dream to

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<v Speaker 4>be that person. Oh my god, is that really?

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<v Speaker 2>It doesn't the Stock Mover's report from Bloomberg Radio. Check

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