1 00:00:02,520 --> 00:00:10,440 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast, 2 00:00:10,800 --> 00:00:14,040 Speaker 1: your roundup of companies making moves in the stock market, 3 00:00:14,240 --> 00:00:16,480 Speaker 1: harnessing the power of Bloomberg data. 4 00:00:17,840 --> 00:00:20,280 Speaker 2: Big strong market here, Deniza, what are you looking at 5 00:00:20,320 --> 00:00:21,680 Speaker 2: in terms of the individual stocks. 6 00:00:21,800 --> 00:00:23,800 Speaker 3: Let's start with that. Obviously that was a big name. 7 00:00:23,840 --> 00:00:27,680 Speaker 3: Looking into the weekends, we had that big exemption being announced. 8 00:00:27,680 --> 00:00:30,240 Speaker 3: We've had a lot of back and forth on the language, 9 00:00:30,480 --> 00:00:33,600 Speaker 3: whether it's temporary, whether it's not. But still the stock 10 00:00:33,720 --> 00:00:35,960 Speaker 3: is seeing a big relief erose as much as seven 11 00:00:36,000 --> 00:00:39,680 Speaker 3: point five percent today. Now some of those games have faded. 12 00:00:39,760 --> 00:00:43,600 Speaker 3: Of course, the exclusions published on Friday narrow the scope 13 00:00:43,680 --> 00:00:50,680 Speaker 3: of the levees and potentially phones, computers and chips maybe excluded. 14 00:00:50,760 --> 00:00:53,680 Speaker 3: Of course, you can think of Apple as one of 15 00:00:53,720 --> 00:00:57,360 Speaker 3: the main beneficiaries of that, and of course and Video. 16 00:00:57,400 --> 00:01:00,840 Speaker 3: So many other companies survillying on this. Yes, there has 17 00:01:00,880 --> 00:01:02,400 Speaker 3: been a lot of back and forth, but what we're 18 00:01:02,400 --> 00:01:05,640 Speaker 3: hearing from analysts and for example, a key bank, they're 19 00:01:05,680 --> 00:01:08,720 Speaker 3: selling this is probably the best case scenario for Appo. 20 00:01:09,319 --> 00:01:12,560 Speaker 3: We're still seeing the company prepare for the worst case 21 00:01:12,560 --> 00:01:16,600 Speaker 3: scenario because unit shipments actually search ten percent in the 22 00:01:16,640 --> 00:01:20,280 Speaker 3: first quarter, and clearly all companies are trying to accelerate 23 00:01:20,840 --> 00:01:24,120 Speaker 3: their shipments before the tariffs. Now, one fun fact is 24 00:01:24,160 --> 00:01:27,440 Speaker 3: that Apple is on pace for their fifth day in 25 00:01:27,480 --> 00:01:30,840 Speaker 3: a row of moves up or down four percent, the 26 00:01:30,880 --> 00:01:33,280 Speaker 3: first time since the Great Financial Crisis. 27 00:01:33,480 --> 00:01:36,080 Speaker 2: So that's a good stat that's a very moving all 28 00:01:36,120 --> 00:01:39,000 Speaker 2: over the place, and just at the whim of a 29 00:01:39,000 --> 00:01:42,080 Speaker 2: certain Twitter account or x account I guess, or truth 30 00:01:42,120 --> 00:01:45,080 Speaker 2: Social account, I should probably say Intel, what's happening there? 31 00:01:45,880 --> 00:01:48,800 Speaker 3: Intel shares also pretty good day. We have the combination 32 00:01:48,880 --> 00:01:51,880 Speaker 3: of what we just talked about, the exemptions, but we 33 00:01:52,080 --> 00:01:56,440 Speaker 3: also say, see the chip maker is entered agreement to 34 00:01:56,520 --> 00:01:59,600 Speaker 3: sell about fifty percent of its outer era business to 35 00:01:59,640 --> 00:02:02,440 Speaker 3: see lake what we're seeing. Obviously, the company has a 36 00:02:02,480 --> 00:02:05,400 Speaker 3: new CEO. Just a couple of weeks ago he said 37 00:02:05,640 --> 00:02:08,560 Speaker 3: that he will spin off the assets that are not 38 00:02:08,680 --> 00:02:12,160 Speaker 3: central to the mission create new products. Uh, And we're 39 00:02:12,160 --> 00:02:14,840 Speaker 3: seeing a boost to the company. The stock is actually 40 00:02:14,960 --> 00:02:17,960 Speaker 3: up about four percent this year, which in the grand 41 00:02:17,960 --> 00:02:19,960 Speaker 3: scheme of things, is actually really good. 42 00:02:20,280 --> 00:02:20,800 Speaker 1: We're seeing a. 43 00:02:20,760 --> 00:02:24,000 Speaker 3: Lot of optimism from analysts. Bloomberg Intelligence is saying the 44 00:02:24,120 --> 00:02:27,880 Speaker 3: deal aligns with Intel strategy to streamline non core assets, 45 00:02:28,440 --> 00:02:32,000 Speaker 3: uh and brings in a sizeable cat infusion. We know 46 00:02:32,080 --> 00:02:34,880 Speaker 3: that Intel of course lost markets to rivals in that 47 00:02:35,720 --> 00:02:41,079 Speaker 3: competition to and shift to artificial intelligence. So clearly this 48 00:02:41,160 --> 00:02:44,000 Speaker 3: is positive for the stock, all right. 49 00:02:44,040 --> 00:02:48,800 Speaker 2: And lastly pt O and Peloton, which we have two 50 00:02:49,320 --> 00:02:53,000 Speaker 2: Peloton pieces of equipment in our home, the bike and 51 00:02:53,040 --> 00:02:56,480 Speaker 2: the little real dedication little what the thing you've run 52 00:02:56,520 --> 00:02:57,520 Speaker 2: on the treadmill. 53 00:02:58,840 --> 00:03:00,840 Speaker 1: I didn't know the famous Yeah, I didn't know they 54 00:03:00,840 --> 00:03:01,560 Speaker 1: had chudinels. 55 00:03:01,639 --> 00:03:04,160 Speaker 3: Oh sure, Oh yeah, but that's probably the case. You 56 00:03:04,240 --> 00:03:05,679 Speaker 3: probably bought them during the pandemic. 57 00:03:06,160 --> 00:03:07,680 Speaker 2: Yeah, best one, I got all in it. 58 00:03:08,000 --> 00:03:10,720 Speaker 3: Yeah, that's when they're stock peaked around one hundred and 59 00:03:10,720 --> 00:03:13,799 Speaker 3: seventy doors. Now the stock is about six doors, so 60 00:03:14,240 --> 00:03:18,200 Speaker 3: it's very very low. But Deutsche Bank is seeing potential 61 00:03:18,280 --> 00:03:22,000 Speaker 3: in that they upgraded the exercise equipment maker to buy, 62 00:03:22,360 --> 00:03:25,639 Speaker 3: saying that it has been unfairly punished since the second 63 00:03:25,760 --> 00:03:29,200 Speaker 3: quarter earnings. The stock roles as much as six percent today. 64 00:03:29,200 --> 00:03:32,880 Speaker 3: Obviously we're coming from a very low level, but they're 65 00:03:32,919 --> 00:03:37,840 Speaker 3: clearly seeing opportunity for the buying. And yeah, one opportunities 66 00:03:37,840 --> 00:03:41,560 Speaker 3: they're seeing is the defensibility of the company earnings growth 67 00:03:41,720 --> 00:03:45,280 Speaker 3: against challenging consumer bank drop. So it has that strong 68 00:03:45,320 --> 00:03:48,040 Speaker 3: consumer base and that can leave the company. And today 69 00:03:48,160 --> 00:03:50,680 Speaker 3: is a good day for a Peloton still down thirty 70 00:03:50,680 --> 00:03:51,160 Speaker 3: three percent. 71 00:03:51,200 --> 00:03:56,560 Speaker 1: Here today the Stock Movers podcast from Bloomberg Radio. Check 72 00:03:56,600 --> 00:03:59,240 Speaker 1: back with us throughout today for the latest roundup of 73 00:03:59,280 --> 00:04:02,480 Speaker 1: companies make news on Wall Street and for the latest 74 00:04:02,520 --> 00:04:06,680 Speaker 1: market moving headlines. Listen to Bloomberg Radio Live, catch us 75 00:04:06,720 --> 00:04:10,080 Speaker 1: on YouTube, Bloomberg dot com, and on Applecarplay and Android 76 00:04:10,120 --> 00:04:12,080 Speaker 1: Auto with the Bloomberg Business app.