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Speaker 1: Bloomberg Audio Studios, podcasts, radio News.

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Speaker 2: The Stock Movers podcast, your roundup of companies making moves

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Speaker 2: in the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: I'm Jim Stademick along with Carol Master. Let's take a

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Speaker 3: look at some stocks on the move today with us,

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Speaker 3: We've got Bloomberg News, Acuatory's reporter Norah Melinda Noura, United

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Speaker 3: Health making big moves today.

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Speaker 1: What's going on one hundred percent?

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Speaker 4: Of course, this has been a name that everyone's really

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Speaker 4: been focused on today, and that's after a CEO swap,

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Speaker 4: and so we had Andrew Whitty. He's resigning for quote

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Speaker 4: unquote personal reasons and he'll be replaced by Stephen Hemsley,

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Speaker 4: who's actually a former CEO and chairman of the company.

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Speaker 4: But of course this company has really been riddled with

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Speaker 4: a lot of uncertainty. You've got investors that were really

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Speaker 4: looking at this as a safe bet and a safe

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Speaker 4: company to invest in, but the company suspended its guidance.

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Speaker 4: Of course, we know it has been in the news

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Speaker 4: earlier this year a few weeks it cut its annual guide.

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Speaker 4: Just lots going on here, especially when you compare it

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Speaker 4: to its competitors like Elevants and Humana, they didn't report

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Speaker 4: these same types of challenges that we're seeing here from

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Speaker 4: United Health, and now people are kind of looking to

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Speaker 4: look at the CFO and see, you know, is he

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Speaker 4: going to be out as well?

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Speaker 5: Wow, it's been on a it's just having a rough time,

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Speaker 5: I mean right to December.

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Speaker 1: Yeah, it's been a big challenge.

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Speaker 4: For thirty eight percent is the loss that we're seeing

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Speaker 4: so far here today.

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Speaker 1: And we don't know exactly what happened here, do we?

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Speaker 4: No personal reasons.

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Speaker 5: I love. Personal reasons can mean so much, but it

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Speaker 5: can be eye broad raised we don't know well, but

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Speaker 5: it could also be like family maybe anything. Yeah, there's

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Speaker 5: a lot of stuff going on. Yeah, it's been certainly

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Speaker 5: having a tough time for a while.

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Speaker 1: So we'll wait to see. To be continued. First solo,

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Speaker 1: I have to say this is definitely on my radars.

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Speaker 4: Okay, okay, Well, this is the best performer in the

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Speaker 4: SEME by hundred right now. We're seeing this stock rallying

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Speaker 4: more than twenty percent, up as much as twenty three

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Speaker 4: percent today. That's the best day that we're seeing on

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Speaker 4: an inter day basis since May of twenty twenty three.

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Speaker 4: This is after a JP Morgan analyst Mark Strauss. He

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Speaker 4: said that the US budget reconciliation bill is better than

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Speaker 4: the more bullish end of investor expectations for solar, wind

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Speaker 4: and geothermal firms. So we're seeing a lot of Wall

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Speaker 4: Street kind of coming behind the stock. We're seeing Wolf

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Speaker 4: that actually upgraded the name to outperform. And you know,

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Speaker 4: when we look on a year to day, it's scale

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Speaker 4: shares are up about six percent. But I mean, this

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Speaker 4: is a really great day for the stock. Here.

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Speaker 5: Can I just say, because I'm a little obsessed with

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Speaker 5: this name because I kind of like a lot of energy,

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Speaker 5: but First Solar in the last five days is up

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Speaker 5: almost fifty percent.

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Speaker 3: Wow.

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Speaker 1: Zero, Oh it's crazy. I mean, not a tear, super terar.

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Speaker 5: I'm just trying to see in terms of the short

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Speaker 5: position of people are getting. That's about eleven percent of

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Speaker 5: the float. But nonetheless, man on a tear in a

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Speaker 5: big way.

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Speaker 3: Yeah, okay, I want to go to Simon Property Group? Yes,

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Speaker 3: why is that one on your list?

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Speaker 4: So this is one of the names in my coverage.

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Speaker 4: I know being biased here, but Simon Property Group is

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Speaker 4: actually a retail.

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Speaker 1: It's on your radar all the time and radar all.

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Speaker 4: The time, especially as we're looking through earnings. But this

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Speaker 4: is a retail rate here, so they they own a

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Speaker 4: lot of Mall's regional shopping centers. They're based in Indianapolis, Indiana,

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Speaker 4: but they have a market cap of about fifty two

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Speaker 4: point nine billion dollars. But we're looking at this company

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Speaker 4: because it is one of the names that is in

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Speaker 4: the red today and that's after its first quarter results

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Speaker 4: that it reported. It maintains annual FFO, which is a

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Speaker 4: really big metric for Reads more generally, but it's saying

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Speaker 4: that it expects results to trend towards the middle of

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Speaker 4: the range, and they're quite quoting current macro and tariff uncertainty.

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Speaker 4: We've got a lot of analysts coming out just essentially

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Speaker 4: saying that they don't know what's going on with the consumer,

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Speaker 4: what's going on with retailers in the event that all

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Speaker 4: of these tariff concerns end up trickling out in a

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Speaker 4: different way.

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Speaker 1: FFO funds from operations.

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Speaker 5: It's a key metric for reads, right, one hundreds of

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Speaker 5: it's operations.

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Speaker 1: So yeah, interesting stat Yeah, you.

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Speaker 3: Do it all, but you have a focus on real

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Speaker 3: estate yes.

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Speaker 1: Real estate.

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Speaker 4: I cover reads residential real estate. I also cover aerospace

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Speaker 4: and defense, so I've got my eyes in a lot

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Speaker 4: of places.

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Speaker 2: The Stock Movers podcast Bloomberg Radio check back with us

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Speaker 2: throughout the day for the latest roundup of companies making

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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