Épisodes

  • Deep Dive: Intel Could Sell Stake to US Government
    Aug 16 2025

    The Trump administration is in talks with Intel Corp. to have the US government take a stake in the beleaguered chipmaker, according to people familiar with the plan, in the latest sign of the White House’s willingness to blur the lines between state and industry.

    A deal would help shore up Intel’s planned factory hub in Ohio, said the people, who asked not to be identified because the deliberations are private. The company had once promised to turn that site into the world’s largest chipmaking facility, though it’s been repeatedly delayed. The size of the potential stake isn’t clear.

    The talks come just a week after President Donald Trump had called for the ouster of Intel Chief Executive Officer Lip-Bu Tan, accusing him of being “highly conflicted” because of concerns about his earlier ties to China.

    For more on the potential deal, Carol Massar and Tim Stenovec speak with Bloomberg's Ryan Gould.

    See omnystudio.com/listener for privacy information.

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    7 min
  • Weekly Roundup: UnitedHealth Jumps, Applied Materials Declines, Solar Stocks Soar
    Aug 15 2025

    On this episode of Stock Movers:

    - Unitedhealth (UNH) shares jumped after funds piled into the company, which has been hampered by a federal probe into its business practices and weakening results. Warren Buffett’s Berkshire Hathaway was among the investors, buying 5 million shares, according to a filing. David Tepper’s Appaloosa Management LP also invested, boosting its holdings of the health insurance giant by 2.3 million shares. The investments were a welcome reprieve for a company that had seen its stock fall 46% this year. The shares rose as much as 12.65% Friday, the most since March of 2020.

    - Applied Materials (AMAT) suffered the worst single-day stock decline in five years after giving a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. Revenue will be approximately $6.7 billion in the fiscal fourth quarter, the company said in a statement Thursday. Analysts had estimated $7.32 billion on average. Profit will be about $2.11 a share, excluding some items, compared with a projection of $2.38. Applied Materials, the largest American producer of chipmaking gear, is seeing less demand from customers in China, Chief Executive Officer Gary Dickerson said in an interview. It also faces delays in approval for exporting technology to that country, he said. Moreover, large customers are putting off some purchases in the face of prolonged negotiations around tariffs and other economic issues.

    - First Solar (FSLR) and clean energy stocks soared after the Trump administration released new guidance on eligibility requirements for tax credits that weren’t as punitive as the industry had feared. Residential solar systems will still be able to qualify under prior guidance and larger projects will have to meet a physical construction standard but will still have four years to complete their developments. According to Phil Shen, a clean energy analyst with Roth Capital Partners, "This is much better than expected," and Robert Barnett, a clean energy analyst for Bloomberg Intelligence, said "This seems pretty straight forward" and is "particularly favorable news to the residential and small commercial solar companies".

    See omnystudio.com/listener for privacy information.

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    6 min
  • Closing Bell: UnitedHealth Surges, Intel Higher, Applied Materials Sinks
    Aug 15 2025

    On this episode of Stock Movers:

    Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Scarlet Fu, Vonnie Quinn, Carol Massar and Emily Graffeo.

    - UnitedHealth (UNH) shares jumped after funds piled into the company, which has been hampered by a federal probe into its business practices and weakening results. Warren Buffett’s Berkshire Hathaway Inc. was among the investors, buying 5 million shares in the second quarter, according to a filing. David Tepper’s Appaloosa Management LP also invested, boosting its holdings of the health insurance giant by 2.3 million shares. The investments were a welcome reprieve for a company that had seen its stock fall 46% this year. The shares rose as much as 12.65% Friday, the most since March of 2020.

    - Intel (INTC) were still rallying on word the Trump administration is considering buying a stake in the troubled chipmaker. The latest reporting from Bloomberg is that the US government is considering using funds from the US Chips Act to take a stake in Intel Corp., according to people familiar with the discussions, part of efforts to rescue the embattled chipmaker and shore up domestic semiconductor manufacturing. The government’s talks focus on using Chips Act funding to at least partially finance an equity stake in Intel, the people said, while emphasizing that discussions are in early stages and other options could be under consideration. It’s unclear if the approach would involve converting some or all of Intel’s existing Chips Act grants into equity, allocating new funding from a broader pool or combining Chips Act money with other financing streams.

    - Applied Materials (AMAT) the largest American producer of chipmaking gear, plunged after giving a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. Revenue will be approximately $6.7 billion in the fiscal fourth quarter, the company said in a statement Thursday. Analysts had estimated $7.32 billion on average. Profit will be about $2.11 a share, excluding some items, compared with a projection of $2.38. The company is seeing less demand from customers in China, Chief Executive Officer Gary Dickerson said in an interview. It also faces delays in approval for exporting technology to that country, he said. Moreover, large customers are putting off some purchases in the face of prolonged negotiations around tariffs and other economic issues.

    See omnystudio.com/listener for privacy information.

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    5 min
  • Applied Materials Falls, Roblox Drops, UnitedHealth Surges on Funds Piled Into Company
    Aug 15 2025

    On this episode of Stock Movers:
    - Applied Materials (AMAT) shares fall after the company gave a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. Chief Executive Officer Gary Dickerson said the company is seeing less demand from customers in China and faces delays in approval for exporting technology to that country.
    - Roblox (RBLX) shares fall following news that Louisiana Attorney General Liz Murrill had filed suit against the video-game company. TD Cowen affirmed a sell rating on the stock, and wrote that “regulatory risk is non-negligible” at the company.
    - UnitedHealth (UNH) shares surge after funds piled into the company, which has been hampered by a federal probe into its business practices and weakening results. The investments were a welcome reprieve for a company that had seen its stock fall 46% this year.

    See omnystudio.com/listener for privacy information.

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    4 min
  • UnitedHealth Surges, Lululemon Rises, Joby Aviation Gains After Successful Flight
    Aug 15 2025

    On this episode of Stock Movers:
    - UnitedHealth (UNH) shares surge after funds piled into the company, which has been hampered by a federal probe into its business practices and weakening results.The investments were a welcome reprieve for a company that had seen its stock fall 46% this year.
    - Lululemon (LULU) shares rise after Scion Asset Management took a new equity position in the athletic-wear maker and cut its position in Estee Lauder Cos., according to a Bloomberg analysis of the hedge fund manager’s 13F filing.
    - Joby Aviation (JOBY) shares gain after the air taxi company announced it successfully completed its first piloted flight between two airports.The stock has one analyst buy, six hold and two sell ratings with an average PT of $11, according to data compiled by Bloomberg.

    See omnystudio.com/listener for privacy information.

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    4 min
  • UNH Jumps on Berkshire; AMAT Falls; Intel Higher
    Aug 15 2025

    On this episode of Stock Movers:
    - UnitedHealth Group (UNH) is surging along with homebuilders after Warren Buffett's Berkshire Hathaway Inc. bought shares of UnitedHealth Group Inc. in the second quarter, granting Berkshire a stake worth $1.6 billion. Berkshire also sold its stake in T-Mobile US Inc. and trimmed its holdings in Apple Inc. and Bank of America Corp. during the period. Lennar (LEN) is following UNH higher on the Berkshire bid.
    - Applied Materials (AMAT) is tumbling after it gave a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. CEO Gary Dickerson said the company is seeing less demand from customers in China and faces delays in approval for exporting technology to that country
    - Intel (INTC) is higher on news the Trump administration is in talks with Intel Corp. to have the US government take a stake in the company, according to people familiar with the plan.

    See omnystudio.com/listener for privacy information.

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    5 min
  • UNH and Homebuilders Jump on Berkshire Bid; AMAT Tumbles; Intel Higher
    Aug 15 2025

    On this episode of Stock Movers:
    - UnitedHealth Group (UNH) is surging along with homebuilders after Warren Buffett's Berkshire Hathaway Inc. bought shares of UnitedHealth Group Inc. in the second quarter, granting Berkshire a stake worth $1.6 billion. Berkshire also sold its stake in T-Mobile US Inc. and trimmed its holdings in Apple Inc. and Bank of America Corp. during the period.
    - Lennar (LEN) is following UNH higher on the Berkshire bid. Health insurer UnitedHealth Group, as well as homebuilders Lennar and DR Horton rally after the latest 13F filing showed Warren Buffett’s Berkshire Hathaway bought shares in the companies during the second quarter.
    - Applied Materials (AMAT) is tumbling after it gave a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. CEO Gary Dickerson said the company is seeing less demand from customers in China and faces delays in approval for exporting technology to that country
    - Intel (INTC) is higher on news the Trump administration is in talks with Intel Corp. to have the US government take a stake in the company, according to people familiar with the plan.

    See omnystudio.com/listener for privacy information.

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    4 min
  • Pandora Slides, Orsted Down, Glencore Up
    Aug 15 2025

    On this episode of Stock Movers:
    - Pandora falls as much as 14%, the steepest drop since April, after the Danish maker of charm jewelry reported weaker-than-expected second-quarter revenue. Current trading news also disappointed analysts, triggering concerns as to whether the company will reach consensus expectations in the third quarter.
    - Orsted was downgraded to the lowest tier of investment grade by S&P Global Ratings on increasing risks to its US offshore wind business as the Trump Administration moves to halt the sector’s development.
    - European metals and mining stocks may move on Friday after a slew of negative data from China showed a slowdown across the country’s economy last month.

    See omnystudio.com/listener for privacy information.

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    5 min