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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: Well, let's take a look at some stocks on the

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Speaker 3: move today with US as Bloomberg News cross Asset reporter

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Speaker 3: Emily GRIFFEO Emily. On the surface, the index right now

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Speaker 3: looks like things are chill, not at all the cases

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Speaker 3: we just talked about with volatility, the stocks making big moves.

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Speaker 3: You had no shortage to choose from. Yeah, where do

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Speaker 3: you want to start?

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Speaker 4: Well, we can go non US because Stillantis ADRs are

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Speaker 4: on the move right now. But again we almost have

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Speaker 4: to refresh it minute by minute to see where we

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Speaker 4: are right now. So we're down six percent Installantis. But

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Speaker 4: the headline caught my eye. The jeep owner is willing

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Speaker 4: to help its suppliers pay tariff costs to withstand the

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Speaker 4: initial shock of President Donald Trump's grade war. Investors seemingly

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Speaker 4: noticing that that's going to squeeze margins for Stilantis. I

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Speaker 4: guess that's why the stock is down so much. And

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Speaker 4: it was also interesting because this is a day where

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Speaker 4: the US is down. People have been talking about European

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Speaker 4: stocks coming back, and we're just not seeing that. Europe

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Speaker 4: ended in the red and ADRs also are are down.

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Speaker 3: Yeah, I think a lot of Well. We had Gina

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Speaker 3: mar Adams on earlier and she was talking about decreasing

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Speaker 3: US exposure and buying outside of the US as a

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Speaker 3: result of the vulnerability of US companies. And one of

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Speaker 3: the reasons they are so vulnerable is because these are

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Speaker 3: such globalized companies and what she's seeing is a reversal

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Speaker 3: in the decades long move to globalization, and she sees

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Speaker 3: that at least sticking for now. Okay, so Stilantis on

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Speaker 3: your radar. Here in the US, Dollar Tree.

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Speaker 1: Dollar Tree moving. This stock is up about six percent.

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Speaker 3: I think one of the best performers in the S

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Speaker 3: and P five hundred today.

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Speaker 4: I know and for you know, a company and a

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Speaker 4: macro environment where consumers are going to get crushed, we

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Speaker 4: could potentially see a recession coming. I guess it makes

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Speaker 4: sense to him that a company like Dollar Tree would

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Speaker 4: be higher people finding safety. They got a buy rating

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Speaker 4: from City. They had rated that stock neutral. We have

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Speaker 4: an upgrade. City analyst said that they anticipate the higher

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Speaker 4: across the board tariffs will be positive for the discount retailer,

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Speaker 4: and that if they see prices moving from a dollar

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Speaker 4: twenty five to one fifty or one seventy five.

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Speaker 1: I thought everything costs a dollar.

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Speaker 3: To year, it's not called one seventy five.

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Speaker 4: But those seem inevitable, and that consumers will be accepting

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Speaker 4: of the magnitude of change.

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Speaker 3: So they have the pricing power because these products are

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Speaker 3: at a level where consumers won't see as much of

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Speaker 3: an increase. Yeah, because a dollar fifty to a dollars

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Speaker 3: seventy five on a percentage basis, yes, it is significant,

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Speaker 3: but not you know, on a nominal basis.

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Speaker 1: Right, you look at that and it's still you know,

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Speaker 1: dollars seventy five, still a dollar seventy five.

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Speaker 3: I did see this analyst note and he acknowledged that

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Speaker 3: about fifty percent of the company's products are still subject

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Speaker 3: too higher tariffs, so they are going to certainly get

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Speaker 3: hit if those end up happening. Okay, finally app love

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Speaker 3: in Okay, going on the this was a best performer

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Speaker 3: last year.

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Speaker 4: Yeah, so this stock is up about five percent. We

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Speaker 4: did have reports from CNBC that they are going to

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Speaker 4: merge Appleven's proposal to merge itself with the US subsidiary

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Speaker 4: and eventually the global business of TikTok. Bloomberg Intelligence said

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Speaker 4: that this would help the advertising tech firm accelerate its

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Speaker 4: reach beyond the typical video game clientele and into e commerce,

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Speaker 4: because obviously everyone is buying products through TikTok. BI also

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Speaker 4: said though it's bid could be crowded out by other

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Speaker 4: potential bidders such as Amazon, Blackstone, and Oracle, but nevertheless,

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Speaker 4: it was a piece of news that in all of

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Speaker 4: this market mayhem did.

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Speaker 1: Prove to push up that stock, at least for today.

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Speaker 2: The Stockmovers podcast from 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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