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Scarlet, Phil and Paul Sweeney live here on Bloomberg Interactive Studio, streaming live on YouTube as well. We'll stay on top of this news from President Trump again saying that threatens massive increase in TARIS on Chinese goods, as John Tucker's is reporting, and also saying he says President Trump says there seems to be no reason to meet she in South Korea, So we'll see how that plays out. Right. Now, let's get a sense of what's going on in the marketplace,
what stocks are on the move. To do that, we check in with Bloomberg. It needs a sick COVID. Thanks, what are you looking at?
Let's start with Applied dig though. Despite the pullback in stocks, that's one that's clearly staring today. It was up as much as thirty three percent, now it's about twenty percent. The firms that it's now an advanced discussion with a hyper scared client client for its second data center. This is one of the latest AI infrastructure name that is just soaring. The stock is up more than three hundred percent ir to date. The ticker is ap l D.
First quarter revenue was well ahead of estimates. There was one income payment from a tenem fit. When it comes to the losses, they were better than expected adjusted loss of three census shared, narrower than the sixteen cents that was expected. Of course, with the AI revolution, there is a whole race between the biggest technologies companies spending billions for data centers, and clearly this is one of the new favorite swinners and it's getting a big spike to day despite sentiments sowing.
All right, let's also talk about Levi Strauss.
Yeah, and that is one stock that is affected by tirefs and clearly things are moving fast there. Levi Strauss shares redalentances much as fourteen percent today. The Paramaker upgraded earnings guidens still fell short. They mentioned tariffs, and they mentioned some tariff calculations that are changing pretty fast. They're expecting tariffs of China about thirty percent. They increase their expectations to about twenty percent for the rest of the world.
So clearly we see a lot of those retailers are constantly upgrading their forecast and facing a lot of pressure. That was one name that was actually some of the big winners this year. It was up more than forty percent going into the print and it's still up twenty five percent. But you can see how big of a move we're seeing on tarif uncertainty. Revenue was one point five billion for the third quarter. Some of its brands
like Beyond Yoga has been performing very well. But yeah, it's all coming back to the macro and world we're seeing in tariff news.
Okay, one more, what do you got?
We can talk about Mozaic, which is down today. It's about eight percent. The fertilizer company said the third quarter false fat production fell below wold management expected. The ticker is mos That is another stock that was actually doing quite well here Todate. It's still up twenty five percent after the earnings report today, but the Tampa based company said Friday that Mehanko issues and utility interruptions led to
meaningful decline in production. This has been a series of issues for the company, which has already taken a hit from US starffs as farmers have less spending power. The company is said in August that imports of false fat and potage were down about twenty percent year today, So more pressure from trade policy here for sure.
The Stock Mover's Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street and for the latest market moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube, Bloomberg dot com, and on Applecarplay and Android Auto with the Bloomberg Business app.
