Stock Movers Closing Bell: Fastenal Rises, Warner Bros Climbs, Waters Declines
Jul 14, 2025
Fastenal shares soared 4% after solid earnings, despite concerns about manufacturing shifts back to the U.S. Warner Bros. celebrated Superman's box office success, setting the stage for a decade of interlinked DC films. Conversely, Waters faced a sharp 10% drop due to a significant merger that introduced uncertainties to its previously stable narrative. The podcast also analyzes various companies’ performances amid changing market conditions and tariff impacts.
AI Snips
Chapters
Transcript
Episode notes
Fastenal Sees Industrial Stabilization
- Fastenal's CEO says the decline in industrial production has stopped, indicating a potential business turnaround.
- Moving supply chains back to the U.S. remains difficult despite tariff pressures, with limited customer shifts observed.
Global Tariffs Impact Manufacturing Shifts
- The shift from China to other countries like Vietnam, Indonesia, or India is now challenged as tariffs target many regions.
- The location of manufacturing outside the U.S. increasingly faces tariff-related difficulties regardless of country.
Warner Bros' 10-Year DC Plan Begins
- Warner Bros Discovery's Superman movie exceeded domestic box office expectations, generating $125 million.
- This film is the start of a 10-year strategy to build a DC movie and TV universe.