Bloomberg Audio Studios, podcasts, radio news.
The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg Data.
Let's take a look at what stocks are moving today. We can do that with bloom tat Channa Diary toat Channa, what are you looking at?
Good morning? Kicking off with ge Vernova. Those shares up about thirteen percent today after the supply of electric generation equipment, boosted its buybacks from six billion to ten billion, doubled its dividend to fifty cent, and e ssued twenty twenty six guidance ahead of expectations. So lots of positive updates
here for investors. The company, of course, has benefited from soaring US demand for electricity driven by the data center build out in the country related to artificial intelligence, and
perhaps this quote from the CEO sums it up. He says AI is the real driver for us right now, which also really encapitulates the state of affairs for many utilities and power companies right now, and it's particular expertise and high medium voltage technology boosts its potential to be a partner for the hyperscalers investing in these data centers
out there. Investors are certainly recognizing that potential shares are up more than one hundred percent this year, one of the best in the S and P five hundred and the best in the industrial sector.
All right, Donnie, well, speaking of AI, I'm sure that this company that you're going to be talking about will also be speaking about that later at their results.
What can you tell us about.
Oracle exactly another coordinate to the AI TM or color of reports. Today it shares down about one percent earlier, it's flat now. The company is an important one to watch because first it's a core name for the AI thin but also for credit. Just not too long ago, we've seen its credit the fault swaps soaring to the
highest since the global financial crisis. At some point, as Wall Street is really worried about this company stretching its balance sheet for the AI capex and build out, and analysts here expect a really big focused on cash flow and expect period cash flow to be negative for the next couple of years. So the bar is really really high for Dick's earnings report, and Wall Street is expecting a pretty high move. Those options imply about a ten percent swing in either direction today.
All right, all right, when I go to Crackerbowl, this is what I do. Im button pants, sit down under the belt, notch, and then you get the country Boy breakfast with a country ham that's the meat choice, biscuits and gravy, extra gravy. Then I order a picture of iced tea, and then I say just leave me alone for a couple. So what's happening with her friends at crack a Bell?
Well, if you were part of it, its core audience that did not return the marketing.
Change, then you are to blame because I change, Yeah, exactly. Traffic decline here seven percent in its first quarter. The dining chain reported, we could then expect the sales for the first quarter cut its annual sales and profit guidance. This really goes to show this company is still struggling following its backlash after that fail. Logo has since been returned and reversed, but shares stumbling thirty five percent since mine August since that change and have not been able
to recover. That just goes to show how hard this marketing changes are.
The stock movers 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.