1 00:00:02,520 --> 00:00:08,800 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The. 2 00:00:08,880 --> 00:00:13,119 Speaker 2: Stock Movers podcast, your roundup of companies making moves in 3 00:00:13,200 --> 00:00:17,880 Speaker 2: the stock market. Harnessing the power of Bloomberg data. Let's 4 00:00:17,880 --> 00:00:19,880 Speaker 2: take a look at some stocks on the move today. 5 00:00:19,960 --> 00:00:22,880 Speaker 2: Joining us now is Red Brown, Bloomberg News Earnings reporter. 6 00:00:22,920 --> 00:00:26,560 Speaker 2: He's here in our Bloomberg Interactive Broker's studio. Red Brown, 7 00:00:27,000 --> 00:00:27,800 Speaker 2: You're a busy guy. 8 00:00:28,280 --> 00:00:30,440 Speaker 3: You're doing earnings, but you're taking the time to hang 9 00:00:30,480 --> 00:00:32,680 Speaker 3: with us and talk about some stocks that are moving. 10 00:00:32,720 --> 00:00:36,159 Speaker 4: What's on your rail? Like us that much we read? 11 00:00:36,600 --> 00:00:37,120 Speaker 1: We do you like? 12 00:00:37,159 --> 00:00:37,400 Speaker 2: Red? 13 00:00:37,720 --> 00:00:39,600 Speaker 4: What's on my mind? What you say? We're going to 14 00:00:39,680 --> 00:00:42,279 Speaker 4: get you in here every day, glued in here. 15 00:00:43,159 --> 00:00:44,839 Speaker 5: What's on my mind? I mean, there's so much to 16 00:00:45,159 --> 00:00:48,680 Speaker 5: choose from today. It's barely catch my breath. But Kimberlee 17 00:00:48,680 --> 00:00:52,200 Speaker 5: Clark is somewhere we can start. I thought interesting stock. 18 00:00:52,400 --> 00:00:55,160 Speaker 5: They are down six percent of the last three days 19 00:00:55,280 --> 00:00:59,080 Speaker 5: reported earnings yesterday morning, and I pulled this one out 20 00:00:59,120 --> 00:01:01,040 Speaker 5: just because I thought that they're strategy. 21 00:01:00,600 --> 00:01:01,800 Speaker 4: With dealing with the tariff ISSHU. 22 00:01:01,800 --> 00:01:03,760 Speaker 5: It was quite interesting a little bit different from some 23 00:01:03,800 --> 00:01:05,600 Speaker 5: other companies that we've seen who have just been saying 24 00:01:05,920 --> 00:01:08,400 Speaker 5: we don't know to the extent that we're just pulling 25 00:01:08,440 --> 00:01:10,840 Speaker 5: our guidance. Kimberley Clark kind of went the other direction, saying, 26 00:01:10,880 --> 00:01:13,039 Speaker 5: we're going to give you as much information that we have. 27 00:01:13,319 --> 00:01:15,039 Speaker 5: So they gave an exact number on how much they 28 00:01:15,080 --> 00:01:16,840 Speaker 5: think the impact from tariff is going to be to 29 00:01:16,920 --> 00:01:18,960 Speaker 5: their bottom line. They said, three hundred million dollars is 30 00:01:18,959 --> 00:01:20,920 Speaker 5: what we're seeing. And they also kind of played out 31 00:01:21,000 --> 00:01:23,880 Speaker 5: where are the pushes and pools that are actually gonna 32 00:01:23,880 --> 00:01:25,240 Speaker 5: be able to mitigate some of those costs over the 33 00:01:25,240 --> 00:01:27,160 Speaker 5: next two years. They're saying it's going to take them 34 00:01:27,200 --> 00:01:30,600 Speaker 5: to actually get through this issue. Unfortunately that the market 35 00:01:30,600 --> 00:01:32,640 Speaker 5: didn't really respond well to that strategy. 36 00:01:32,640 --> 00:01:35,760 Speaker 1: Thanks for your honesty, but hey. 37 00:01:34,880 --> 00:01:35,560 Speaker 4: Exactly right. 38 00:01:35,640 --> 00:01:38,639 Speaker 5: So, you know, it's just interesting to hear the different 39 00:01:38,640 --> 00:01:42,360 Speaker 5: ways and management teams are going about revealing this information 40 00:01:42,640 --> 00:01:44,679 Speaker 5: and how much they want to reveal. And it does 41 00:01:44,720 --> 00:01:47,360 Speaker 5: seem like when these companies are pulling their guidance, that 42 00:01:47,400 --> 00:01:50,040 Speaker 5: seems to be almost the best case scenario right now. 43 00:01:50,120 --> 00:01:51,920 Speaker 5: For like, we've seen a couple of the airlines doing 44 00:01:51,920 --> 00:01:53,600 Speaker 5: that and shares responding positively. 45 00:01:53,720 --> 00:01:55,920 Speaker 3: Yeah, I'm just surprised that we're still seeing the stock 46 00:01:55,960 --> 00:01:58,400 Speaker 3: move two days after they report it, like you know, 47 00:01:58,480 --> 00:02:01,120 Speaker 3: typically see the moves happen in session right after the 48 00:02:01,120 --> 00:02:03,120 Speaker 3: session on the day, depending on if they were earlier 49 00:02:03,160 --> 00:02:04,680 Speaker 3: or late. But we saw them down for. 50 00:02:04,680 --> 00:02:06,680 Speaker 5: A second day today, and that might be just because 51 00:02:06,720 --> 00:02:08,919 Speaker 5: of the transparency, right like, yeah, we know how bad 52 00:02:08,960 --> 00:02:10,400 Speaker 5: it's going to be, we can continue to trade it. 53 00:02:10,440 --> 00:02:12,680 Speaker 4: We and you know against you for. 54 00:02:12,639 --> 00:02:14,040 Speaker 1: That, Yeah, you laid it out for us, so we're 55 00:02:14,040 --> 00:02:16,400 Speaker 1: going to trade on it. Super Micro, it's one of 56 00:02:16,440 --> 00:02:18,519 Speaker 1: your top gainers in the S and P five hundred today. 57 00:02:19,120 --> 00:02:19,760 Speaker 4: Quite a pop. 58 00:02:20,080 --> 00:02:24,440 Speaker 5: Yeah, super Micro kind of leading up a whole cadre 59 00:02:24,520 --> 00:02:28,560 Speaker 5: of semiconductor stocks on the China sort of, I don't know, 60 00:02:28,800 --> 00:02:31,280 Speaker 5: you know, the will they won't they with the China's Harris, 61 00:02:31,320 --> 00:02:31,760 Speaker 5: are we cutting? 62 00:02:31,800 --> 00:02:33,040 Speaker 4: Are we not? Right now? 63 00:02:33,040 --> 00:02:34,560 Speaker 5: I guess people are taking any sort of good news 64 00:02:34,600 --> 00:02:40,840 Speaker 5: they can get in that situation. Super Micro also up today, Dell, Monolithic, Power, 65 00:02:41,280 --> 00:02:44,160 Speaker 5: AMD all among the top performing stocks in S and 66 00:02:44,160 --> 00:02:47,320 Speaker 5: P five hundred, and the reason being is they all 67 00:02:47,360 --> 00:02:50,040 Speaker 5: of them get double digit amounts of their supplies from China, 68 00:02:50,120 --> 00:02:52,200 Speaker 5: so if they are able to kind of claw back 69 00:02:52,280 --> 00:02:53,800 Speaker 5: some of those costs, not going to be hit with 70 00:02:53,840 --> 00:02:56,919 Speaker 5: triple digit additional costs on a lot of these important inputs. 71 00:02:57,080 --> 00:02:58,760 Speaker 4: You know, that's only good news for these companies. 72 00:02:58,919 --> 00:03:01,000 Speaker 1: Just got about thirty seconds to a number one gainer 73 00:03:01,040 --> 00:03:02,280 Speaker 1: in the S and P five hundred. 74 00:03:02,400 --> 00:03:04,680 Speaker 4: I love it because you love it, Carol, this was 75 00:03:04,680 --> 00:03:05,240 Speaker 4: on your list. 76 00:03:05,440 --> 00:03:05,840 Speaker 5: It was. 77 00:03:05,919 --> 00:03:07,200 Speaker 4: It was one of my gainors today. 78 00:03:07,520 --> 00:03:11,239 Speaker 1: Anthonolsk Like Aph, we don't talk. 79 00:03:11,080 --> 00:03:12,880 Speaker 4: About this a lot. No, we're way off the beaten 80 00:03:12,880 --> 00:03:14,680 Speaker 4: path here, but it runs. 81 00:03:14,720 --> 00:03:16,400 Speaker 3: I'm just hanging out. You guys are off the path. 82 00:03:16,440 --> 00:03:17,239 Speaker 3: I'm just hanging out. 83 00:03:17,080 --> 00:03:17,600 Speaker 4: On the path. 84 00:03:17,720 --> 00:03:21,320 Speaker 1: And it ties up sixteen percent today, finishing with about 85 00:03:21,320 --> 00:03:21,960 Speaker 1: an eight percent game. 86 00:03:22,040 --> 00:03:23,840 Speaker 4: Yeah, it could have been the best move since twenty 87 00:03:24,200 --> 00:03:25,440 Speaker 4: two thousand and nine. Yeah. 88 00:03:26,240 --> 00:03:28,400 Speaker 5: Still, you know, a double digit gainer today, so, you know, 89 00:03:28,680 --> 00:03:31,040 Speaker 5: really impressive. I think a lot of it. It raised 90 00:03:31,080 --> 00:03:32,640 Speaker 5: its outlook. I mean that's I don't think it's the 91 00:03:32,639 --> 00:03:34,440 Speaker 5: only company that's onder this earning season, but it's one 92 00:03:34,480 --> 00:03:36,480 Speaker 5: of the few that I've seen. So I think, you know, 93 00:03:36,520 --> 00:03:39,040 Speaker 5: a really strong statement from management that they're going to 94 00:03:39,080 --> 00:03:42,200 Speaker 5: be able to continue to grow through this period of uncertainty. 95 00:03:42,360 --> 00:03:43,600 Speaker 5: I think a lot of it has to do with 96 00:03:43,640 --> 00:03:46,320 Speaker 5: who their customers are they have big customers. Apple's one 97 00:03:46,320 --> 00:03:49,240 Speaker 5: of their their top customers besides that Defense stock. So 98 00:03:49,240 --> 00:03:51,080 Speaker 5: it's all these companies with really kind of like big 99 00:03:52,120 --> 00:03:54,560 Speaker 5: robust backlogs that they're going to continue to need to 100 00:03:54,560 --> 00:03:56,400 Speaker 5: build through this this environment no matter what. 101 00:03:56,560 --> 00:03:59,440 Speaker 4: So, you know, a strong statement from the company today. 102 00:04:00,360 --> 00:04:04,680 Speaker 2: The Stockmovers podcast from Bloomberg Radio. Check back with us 103 00:04:04,720 --> 00:04:07,640 Speaker 2: throughout the day for the latest roundup of companies making 104 00:04:07,720 --> 00:04:11,280 Speaker 2: news on Wall Street and for the latest market moving headlines. 105 00:04:11,440 --> 00:04:15,360 Speaker 2: Listen to Bloomberg Radio Live, catch us on YouTube, Bloomberg 106 00:04:15,440 --> 00:04:18,240 Speaker 2: dot com, and on Applecarplay and Android Auto with the 107 00:04:18,240 --> 00:04:19,640 Speaker 2: Bloomberg Business app.