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>> the Stock Movers Report, your roundup of

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market, harnessing the power of

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>> Let's take a look at some of the stocks

on the move today here in Europe. I'm

Caroline Hetka with Jamala Beti and

we're joined by Bloomberg reporter Chloe

Malay. Good morning.

>> Good morning. Uh Airbus, the plane maker

seeing some headwinds because of uh

engines worried about that. What's the

latest on Airbus?

>> Yeah, well the the Airbus problem is

actually more of a Pratt and Whitney

problem. The Pratt and Whit Whitney

being the supplier of engines to um the

A320 family of of Airbus planes and that

company is not meeting targets which in

turns means that Airbus isn't able to

meet their own targets and the CEO has

been quite forceful in his criticism of

Pratt and Whitney. He said that he had

what he called difficult discussions

with that supplier and its insufficient

rate of engine production. But the fact

that the blame doesn't fall on Airbus

doesn't change the fact that it won't be

able to meet its own production and

delivery targets and that is really

dragging the shares down this morning.

Um the problem is that the issue is

likely to continue into 2027 as well and

that might lead uh the the gap in

performance between Airbus and and

Boeing to widen even further. We can see

that gap already. The Airbus deliveries

in January were at the lowest level in

any month since 2020. But then at the

same time, Boeing has delivered the

highest number of planes since 20 2018.

So there's a real gap in delivery there,

real divergence. And so Airbus is down

on the back of that.

>> And you're next. Uh the uh they're

saying that they expect cost to jump

this year driven by strategic

investments and the acquisition of the

Athens Stock Exchange. What's been the

reaction this morning?

>> Well, not very positive. the the shares

are down on on the back of that because

of those costs rising and that is the

the expenses will come in as a 100

million uh euro more than they were in

2025 and this was ahead of what analysts

had expected and as you say the reason

for those costs is because of some

strategic investments. So things like

adding power futures to the commodities

segment and settling cash equities in

more countries but then also costs

related to as you said the acquisition

of the Athens stock exchange which was

completed just late last year. Uh so

we've got those rising costs. We've got

earnings coming in a little softer than

expected and that is leading to that

weakness. Urinx was also one of the

names that was involved in this AI

disruption selloff given that it's

provider of data and analytics. Um but

it's not as exposed to the data side.

You know for example Lseg derives about

half of revenue from data. Urinex is

just about 15% and the CEO say he was

not too concerned affected or impacted

in any way by this AI threat. Okay. So

that's on Euro next. Meanwhile Nestle

shares rising with the Swiss food giants

beat on sales growth. What's some more

in those results?

>> Yeah, Nestle is quite optimistic about

2026. Said that sales growth will

accelerate this year. It seems that 2026

will also be the start of a more

efficient organization. So, it's in

advanced talks to sell its ice cream

business. That's part of a broader

strategy of streamlining the portfolio a

bit more. Um, the business is also

getting reorganized around four core

divisions and the company is really

doubling down on coffee and pet care as

as the kind of key segments going

forward. Um, it's been a really busy

start of the year for the new CEO. He's

announced major job cuts. He's

reorganizing the business. He's also

dealing with this massive infant formula

recall that is really hurting sales. Um,

but more importantly, it's important to

manage that well so that uh to avoid too

much of a reputation hit as well. So,

it's been a really busy time and

investors are scrutinizing all aspects

of this ongoing turnaround for Nestle.

But if we look at the shares which have

been doing quite well this morning, it

looks like the market is quite happy

with the way things are going so far.

>> The Stock Movers Report from Bloomberg

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