Bloomberg Podcasts · Boeing Drops, Microsoft Gains, Dexcom Climbs | Stock Movers

1. 1. Boeing's stock dropped about 3.1% after receiving a smaller-than-anticipated order for jets from China.
2. 2. Melius Research suggested that China may no longer be as vital a market for Boeing, with past and future orders facing challenges from trade tensions and geopolitical risks.
3. 3. Microsoft's stock saw its largest intraday jump in about a month, rising 3.9%, after activist investor Bill Ackman's Pershing Square revealed it had built a stake in the company.
4. 4. Bill Ackman believes investor concerns about Microsoft's growth are unwarranted, pointing to the deep embedding of Microsoft 365 products and strong demand for Azure.
5. 5. Dexcom shares surged 5.9%, becoming the top gainer in the S&P and Nasdaq 100, following Elliott Management's announcement of a stake and a deal for two independent board directors.
6. 6. Dexcom's CEO clarified that customers using GLP-1 weight-loss drugs actually exhibit higher utilization of Dexcom's continuous glucose monitoring products, addressing a key investor concern.