1 00:00:02,520 --> 00:00:07,360 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. 2 00:00:08,560 --> 00:00:12,440 Speaker 2: The Stock Mover's 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 00:00:17,000 --> 00:00:18,960 Speaker 1: Let's take a look at some stocks on the move today. 5 00:00:19,480 --> 00:00:21,760 Speaker 1: I'm Paul Swinging along with Isabelle Lee and we're joined 6 00:00:21,760 --> 00:00:25,640 Speaker 1: by Bloomberg's Christine. What are you looking at today? Well, Paul, 7 00:00:25,680 --> 00:00:28,280 Speaker 1: I'm taking a look at some of the interesting thirteen 8 00:00:28,480 --> 00:00:31,360 Speaker 1: filing moves that we've seen. Of course, it's thirteen a 9 00:00:31,480 --> 00:00:33,880 Speaker 1: filing season, so we're taking a look at what hedge 10 00:00:33,920 --> 00:00:36,800 Speaker 1: fens have done in the first quarter. So catching some 11 00:00:36,880 --> 00:00:40,360 Speaker 1: attention actually is in video, of course, because we did 12 00:00:40,400 --> 00:00:45,199 Speaker 1: see in those filings that Michael Burriy Scion Asset Management 13 00:00:45,320 --> 00:00:49,040 Speaker 1: bought puts on in Vidia ahead of Liberation, so that 14 00:00:49,040 --> 00:00:51,080 Speaker 1: that was in the first quarter a little backward looking, 15 00:00:51,120 --> 00:00:54,480 Speaker 1: but very interesting that that was what he was anticipating. 16 00:00:54,520 --> 00:00:57,000 Speaker 1: And we're seeing in video down a little bit today, 17 00:00:57,000 --> 00:00:59,440 Speaker 1: down two tenths of one percent down for a second 18 00:00:59,520 --> 00:01:02,320 Speaker 1: straight a. So more recently though, we have been getting 19 00:01:02,520 --> 00:01:06,679 Speaker 1: a slightly brighter outlook for that company and AI in general, 20 00:01:06,760 --> 00:01:08,920 Speaker 1: and VideA on track for its best month in a year, 21 00:01:09,319 --> 00:01:12,479 Speaker 1: and that's after President Donald Trump's trip to the Middle 22 00:01:12,520 --> 00:01:15,600 Speaker 1: East unlocking a bunch of deals. Remember that they're going 23 00:01:15,640 --> 00:01:18,040 Speaker 1: to be reporting in the first week of June so 24 00:01:18,200 --> 00:01:20,840 Speaker 1: far a lot of their biggest customers first week of chance. 25 00:01:21,040 --> 00:01:25,319 Speaker 1: Yeah yeah, it's coming up so slow, but we're all 26 00:01:25,319 --> 00:01:27,840 Speaker 1: going to be waiting for yeah, yeah, yeah, we're all 27 00:01:27,840 --> 00:01:30,319 Speaker 1: going to be tuning in. They did get some good 28 00:01:30,360 --> 00:01:34,280 Speaker 1: indications for earnings of some of their biggest customers and 29 00:01:34,560 --> 00:01:37,120 Speaker 1: just indicating that there's still a lot of interest in 30 00:01:37,120 --> 00:01:39,959 Speaker 1: spending on a infrastructure, which, of course in video benefits from. 31 00:01:40,000 --> 00:01:43,440 Speaker 1: What about the world of makeup and skincare st Ladder, Oh, yes, 32 00:01:44,000 --> 00:01:47,240 Speaker 1: that is another company that's catching some attention in light 33 00:01:47,319 --> 00:01:51,440 Speaker 1: of these thirteen F filings. Again, Michael Burry signed Asset 34 00:01:51,520 --> 00:01:55,240 Speaker 1: Management doing the opposite for Essay Lauder and actually doubled 35 00:01:55,320 --> 00:01:57,960 Speaker 1: its position in the company in the first quarter. So 36 00:01:58,000 --> 00:02:00,640 Speaker 1: we're seeing those shares up now just like more than 37 00:02:00,720 --> 00:02:03,960 Speaker 1: one percent a year today, though that stock has dipped 38 00:02:04,040 --> 00:02:07,280 Speaker 1: fifteen percent. In its earnings report earlier this month implied 39 00:02:07,520 --> 00:02:11,040 Speaker 1: a weaker than anticipated fourth quarter outlook and the company 40 00:02:11,120 --> 00:02:13,480 Speaker 1: forecasting it will return to sales growth only in twenty 41 00:02:13,520 --> 00:02:17,000 Speaker 1: twenty six. Some bright spots ahead, though Bloomer Intelligence is 42 00:02:17,000 --> 00:02:20,600 Speaker 1: Debra Akn did say that a third quarter showed some 43 00:02:20,639 --> 00:02:25,160 Speaker 1: patches of promise, led by share recovery in the US China. Jeman, Well, 44 00:02:25,200 --> 00:02:27,600 Speaker 1: Alex Steel always tells me that you have to invest 45 00:02:27,680 --> 00:02:30,480 Speaker 1: in your face. Yes you do, Paul, Yes you do. 46 00:02:30,720 --> 00:02:34,800 Speaker 1: Have you heard of Advanced night Repair Esday Latter? That's 47 00:02:34,840 --> 00:02:37,480 Speaker 1: the thing you do? Love that? That is their blockbuster product, 48 00:02:37,639 --> 00:02:40,560 Speaker 1: Esday Latter. So yeah, look, I'll send you a link, 49 00:02:40,600 --> 00:02:42,600 Speaker 1: all right, John Tucker, and we missed that. You missed 50 00:02:42,600 --> 00:02:42,960 Speaker 1: that memo? 51 00:02:43,040 --> 00:02:44,400 Speaker 2: All right? How about Boeing? 52 00:02:44,639 --> 00:02:47,920 Speaker 1: I get another big news day for Boeing, Big newsday 53 00:02:47,960 --> 00:02:51,280 Speaker 1: for Boeing. Indeed, we are getting a writer's report saying 54 00:02:51,560 --> 00:02:55,240 Speaker 1: that Boeing has reached a tentative non prosecution agreement with 55 00:02:55,440 --> 00:02:58,560 Speaker 1: the US Justice Department. This pertains to their fraud case 56 00:02:58,800 --> 00:03:02,960 Speaker 1: stemming from two fatal some three seven Max plane crashes, 57 00:03:03,160 --> 00:03:05,760 Speaker 1: So essentially that means that Boeing is no longer agreeing 58 00:03:05,880 --> 00:03:09,440 Speaker 1: to be guilty in this case. DJ officials are still 59 00:03:09,440 --> 00:03:11,800 Speaker 1: considering whether they plan to proceed with the agreement or 60 00:03:11,840 --> 00:03:14,359 Speaker 1: tape Boeing to trial. But no final decision has been made, 61 00:03:14,400 --> 00:03:17,560 Speaker 1: according to orders and no comment from both the DJ 62 00:03:17,760 --> 00:03:18,239 Speaker 1: and Boeing. 63 00:03:19,919 --> 00:03:23,920 Speaker 2: The Stock Movers report from Bloomberg Radio. 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