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Speaker 1: Bloomberg Audio Studios, podcasts, radio News.

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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Speaker 2: in the stock market. Harnessing the power of Bloomberg Data.

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Speaker 3: Maybe a positive sign.

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Speaker 4: We actually had an IPO that did really well today.

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Speaker 3: I know exactly exactly.

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Speaker 4: It's like opportunity come to market e toro. This one

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Speaker 4: at its highs up almost forty three percent today session

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Speaker 4: its first day of trading as a public entity, closing

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Speaker 4: with just shy of a twenty nine percent gain. We

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Speaker 4: should put out the trading and investment platform and some

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Speaker 4: of its backers raising nearly six hundred twenty million dollars.

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Speaker 3: It was an.

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Speaker 4: Upsized IPO, so that was also another positive sign.

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Speaker 3: I'm going to move on to super Micro because.

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Speaker 4: This one, it is your biggest gainer in the S

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Speaker 4: and P five hundred, and it was also active in

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Speaker 4: the Nasdaq one hundred, a gain of about almost sixteen percent.

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Speaker 4: Here this after after Saudi Arabia based data center company

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Speaker 4: data Volt signs a multi year partnership agreement with the company.

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Speaker 4: Stock has rallied like more than forty percent this week.

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Speaker 4: It's on track for its best week since November. So

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Speaker 4: a lot of attention on that one, and so yeah,

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Speaker 4: popping to the pside another name that plays certainly into

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Speaker 4: the tech space.

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Speaker 3: We're talking about AMD.

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Speaker 4: This is your second biggest gainer in the Nasdaq one hundred,

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Speaker 4: and it is your second biggest gainer I believe, no,

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Speaker 4: fourth biggest gainer in the S.

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Speaker 3: And P five hundred.

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Speaker 4: So again a now performer, up about four point seven

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Speaker 4: percent today, the company's board approving a six billion dollars

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Speaker 4: share buyback plan, about three point three percent of the

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Speaker 4: company's current market value according to our Bloomberg data, So

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Speaker 4: that was a big deal. I also want to point

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Speaker 4: out BAA saying and Vidia and AMD a big opportunity

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Speaker 4: related to AI infrastructure projects with Saudi Arabia, all that

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Speaker 4: news out of the Middle East, a lot of it

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Speaker 4: has had to do with chips and AI developments.

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Speaker 3: And one more I just want to mention.

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Speaker 4: Because Alphabet it was also a top gainer in the

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Speaker 4: S and P and Nasdaq. It was up about three

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Speaker 4: point seven percent in today's session. In terms of news,

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Speaker 4: Benzinga highlighting Davidson, analyst who said in an interview with

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Speaker 4: Yahoo Finance, there's a whiteboard on that one proposing that

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Speaker 4: Alphabet should contemplate splitting up Google's various businesses to enhance

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Speaker 4: its overall value, and said that the value could skyrocket

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Speaker 4: to three over three trillion dollars with a Google Big

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Speaker 4: Band breakup over isolated spin offs. So, I don't know,

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Speaker 4: just some interesting speculation there.

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Speaker 1: You had an easy job at the Gainers today. I

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Speaker 1: had to search far and wide to find a few stocks.

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Speaker 1: What'd you say, Scarlett, I scrounched them up.

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Speaker 3: I did.

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Speaker 1: I scrounched them up. You have to explain a few

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Speaker 1: of them. I want to start with Lockheed Martin shares

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Speaker 1: felling after the company's management set and an industry conference

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Speaker 1: earlier today that they see some quote additional cost pressure

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Speaker 1: on their classified aeronautics program. That's all we know because

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Speaker 1: it's classified. It's down about two point three percent on

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Speaker 1: the day today. American Eagle Outfitters also falling today. We're

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Speaker 1: getting more retail stocks this week, and we'll hear from

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Speaker 1: Walmart tomorrow. Before that, though, American Eagle Outfitters falling after

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Speaker 1: the company pulled its guidance for the full year due

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Speaker 1: to a disappointing first quarter with a three percent decline

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Speaker 1: in comp sales, a five percent decline in revenue from

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Speaker 1: a year earlier. They're also registering a seventy five million

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Speaker 1: dollars charge related to a write down of spring and

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Speaker 1: summer merchandise. They withdrew their outlook due to macro uncertainty,

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Speaker 1: which I didn't call that tariff specifically with that withdrawing

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Speaker 1: of the outlook, but I guess you could throw a

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Speaker 1: word for yes. Right, that's what we talked about a

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Speaker 1: little earlier too. Yeah, it kind of means all the

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Speaker 1: same thing. And finally, KinderCare ticker KLCUS down eight and

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Speaker 1: a half percent today. It's an Oregon based early childhood

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Speaker 1: education and childcare services company. They shares fell as much

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Speaker 1: as fifteen percent in the session, ended off its lows.

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Speaker 1: The company reported first quarter revenue that missed estimates. Operating income,

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Speaker 1: though did beat analyst estimates, and the company maintained its

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Speaker 1: full year twenty twenty five guidance. Analysts flagged to delay

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Speaker 1: in new customer enrollments as the main driver for the

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Speaker 1: revenue miss.

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Speaker 5: All right, guys, I want to go to the bond market,

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Speaker 5: because if you're bored by the equity market, just go

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Speaker 5: ahead and look at the bond market, because that actually

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Speaker 5: fun things did stuff there. You had the front end

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Speaker 5: bond market up by about five basis points, that back

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Speaker 5: end up as well about six basis points. So the

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Speaker 5: whole curve hasn't gotten any steeper, but the whole curve

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Speaker 5: is rerating a bit higher. I kept hearing how four

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Speaker 5: was going to be that top on the two year,

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Speaker 5: but we're above that now, both of them, for the

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Speaker 5: two and the ten, they're at the highest level since

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Speaker 5: the end of February. And is that a reaction to

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Speaker 5: the to the GOP tax bill in Washington or is

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Speaker 5: that just some sort of rebalancing, or is that position

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Speaker 5: resizing as we continue to get this data coming through.

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Speaker 4: All right, guys, let's get to some earnings crossing. We're

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Speaker 4: talking about Cisco. Let's go right to the red sticky

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Speaker 4: because it's about the outlook. So the company sees fiscally

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Speaker 4: your revenue fifty six point five to fifty six point

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Speaker 4: seven billion dollars. It had seen fifty six to fifty

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Speaker 4: six point five, so a little bit of a movement

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Speaker 4: to the upside. The stock is moving just a little

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Speaker 4: bit higher as well, up a two tenths of a percent.

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Speaker 4: The company also seeing fiscal year adjusted EPs a three

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Speaker 4: dollars seventy seven cents to three dollars seventy nine cents

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Speaker 4: a share it had seen three sixty eight to three

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Speaker 4: seventy four. So again a bump to the upside, and

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Speaker 4: again the stock moving just a little bit higher, up

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Speaker 4: about eight tens ofven percent here in the aftermarket.

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Speaker 1: Okay, I'm watching core Weave, which in the after hours

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Speaker 1: is moving higher. This is relatively new company to go public.

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Speaker 1: It operates in the data and AI data management space.

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Speaker 1: Core Weaves first quarter revenue coming in at nine hundred

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Speaker 1: and eighty one point six million dollars, first quarter adjusted

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Speaker 1: EBADEC coming in at six hundred and six point one

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Speaker 1: million dollars, first quarter adjusted ebite margin of sixty two percent,

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Speaker 1: first quarter lost per share of one dollar and forty

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Speaker 1: nine cents. The company did hit a record high ahead

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Speaker 1: of that first earnings report. Shares in the after hours

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Speaker 1: right now hire by about three percent.

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Speaker 6: Yeah, but it's really going to depend on what kind

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Speaker 6: of commentary they give in their outlook, because people are

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Speaker 6: really looking at Core Weave as perhaps a barometer for

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Speaker 6: and willingness of companies to spend on building out those

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Speaker 6: data centers. So it's going to be the big read

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Speaker 6: on AI spending until we get to Nvidia in a

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Speaker 6: couple of weeks.

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Speaker 2: The Stockmover's Report from Bloomberg Radio. Check back with us

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Speaker 2: throughout the day for the latest roundup of companies making

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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