英特尔传与SK海力士合作，JB Hunt利润下调，Expedia遭摩根士丹利降级

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The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.

Let's check in with uh some market movers. And we can do that with Bloomberg's Christina Aino. Christine, what are you looking at today?

All right, Paul, I'll give you a green stock. Intel, ticker INTC. Those shares are up 4 and a.5% at the moment. That's because we got a Reuters report earlier saying that SKH Highix may potentially lease part of Intel's long planned chipmaking facility in Ohio or potentially form a venture with Intel in major cloud computing firms. Now, we did hear from SKH Heinix after that report saying in a statement that they are indeed exploring options to boost their global competitiveness, but they clarified that they have not made a decision with Intel investors.

Anyway, taking that as a potential uh sign of optimism for Intel shares. Uh Intel also declined to comment on the Reuters's report, but they did say that is committed to its Ohio investment. So keep your eyes on that space.

All right, we will. Um next stock that you're looking at JB Hunt. JB Hunt big decliner today. Scarlet ticker JBHT shares are down now more than 13%. So extending some of those earlier declines that we saw. I mean, the company saying that demand is quote incredibly strong. The problem is supply and fuel costs. So, they're saying that they're spending more to recruit truckers and also on fuel and as a result, earnings are going to be down 5 to 10% in the third quarter and saying that fuel costs are going to be at least $10 million higher.

Um, they're also saying that, you know, they're paying a lot to contract other carriers to haul freight and also recruit and train their drivers. And this is why it's uh going to see a an impact in their earnings in the upcoming cycle.

JBHT

JB Hunt LOL, Arkansas. Spent a couple weeks in LOL Arkansas and I was working on that IPO just north of Fadeville.

Did you have to like uh did you volunteer to go trucking for a while? Yeah. Trucked from uh Port of LA to Denver.

Uh I don't know

18 hours overnight, whatever it was. We slept in a cab.

Mhm. 10 investment bankers asked they were asked if they wanted to go. I was the only one that raised that. [laughter]

I mean, you would rate that experience as

awesome.

Really?

Awesome.

Sweeney listening to country music.

Did you get to pull the

Darn right? Yep. Exactly. Right.

Did you stop at a truck stop?

Uh, we did and that's where we slept a few hours. Dale had his mandated sleep and so I had to sleep too. There you [laughter] go. Awesome. In my suit, by the way.

Your suit?

Yes.

I bet you kind of stood out at the truck stop, [laughter] didn't you? Got to Denver, hopped on a plane, came home. So there you go. What else you got here?

All right, let's take a look at Expedia over a last stock ticker XP XP. Those sharers are also down about 1.7%. And we we're seeing Morgan Stanley preferring booking over Expedia. Analyst Matthew calls rates the stock underweight at a price target of 235. That is 20% below the last closing price. He cites weaker consumer assets and higher supplier direct risk compared with bookings global scale and fragmented inventory.

And he's also very positive on bookings single platform agentic call option. Apparently Xvia [music] doesn't have that and therefore inferior to book

the stock [music] movers report from Bloomberg radio. Check back with us throughout the day for the latest roundup of companies [music] making news on Wall Street. And for the latest market moving headlines, listen to Bloomberg Radio [music] Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg Business App.