Speaker 1: Bloomberg Audio Studios, podcasts, radio News.
Speaker 2: The Stock Movers Report, your roundup of companies making moves
Speaker 2: in the stock market. Harnessing the power of Bloomberg Data.
Speaker 3: Maybe a positive sign.
Speaker 4: We actually had an IPO that did really well today.
Speaker 3: I know exactly exactly.
Speaker 4: It's like opportunity come to market e toro. This one
Speaker 4: at its highs up almost forty three percent today session
Speaker 4: its first day of trading as a public entity, closing
Speaker 4: with just shy of a twenty nine percent gain. We
Speaker 4: should put out the trading and investment platform and some
Speaker 4: of its backers raising nearly six hundred twenty million dollars.
Speaker 3: It was an.
Speaker 4: Upsized IPO, so that was also another positive sign.
Speaker 3: I'm going to move on to super Micro because.
Speaker 4: This one, it is your biggest gainer in the S
Speaker 4: and P five hundred, and it was also active in
Speaker 4: the Nasdaq one hundred, a gain of about almost sixteen percent.
Speaker 4: Here this after after Saudi Arabia based data center company
Speaker 4: data Volt signs a multi year partnership agreement with the company.
Speaker 4: Stock has rallied like more than forty percent this week.
Speaker 4: It's on track for its best week since November. So
Speaker 4: a lot of attention on that one, and so yeah,
Speaker 4: popping to the pside another name that plays certainly into
Speaker 4: the tech space.
Speaker 3: We're talking about AMD.
Speaker 4: This is your second biggest gainer in the Nasdaq one hundred,
Speaker 4: and it is your second biggest gainer I believe, no,
Speaker 4: fourth biggest gainer in the S.
Speaker 3: And P five hundred.
Speaker 4: So again a now performer, up about four point seven
Speaker 4: percent today, the company's board approving a six billion dollars
Speaker 4: share buyback plan, about three point three percent of the
Speaker 4: company's current market value according to our Bloomberg data, So
Speaker 4: that was a big deal. I also want to point
Speaker 4: out BAA saying and Vidia and AMD a big opportunity
Speaker 4: related to AI infrastructure projects with Saudi Arabia, all that
Speaker 4: news out of the Middle East, a lot of it
Speaker 4: has had to do with chips and AI developments.
Speaker 3: And one more I just want to mention.
Speaker 4: Because Alphabet it was also a top gainer in the
Speaker 4: S and P and Nasdaq. It was up about three
Speaker 4: point seven percent in today's session. In terms of news,
Speaker 4: Benzinga highlighting Davidson, analyst who said in an interview with
Speaker 4: Yahoo Finance, there's a whiteboard on that one proposing that
Speaker 4: Alphabet should contemplate splitting up Google's various businesses to enhance
Speaker 4: its overall value, and said that the value could skyrocket
Speaker 4: to three over three trillion dollars with a Google Big
Speaker 4: Band breakup over isolated spin offs. So, I don't know,
Speaker 4: just some interesting speculation there.
Speaker 1: You had an easy job at the Gainers today. I
Speaker 1: had to search far and wide to find a few stocks.
Speaker 1: What'd you say, Scarlett, I scrounched them up.
Speaker 3: I did.
Speaker 1: I scrounched them up. You have to explain a few
Speaker 1: of them. I want to start with Lockheed Martin shares
Speaker 1: felling after the company's management set and an industry conference
Speaker 1: earlier today that they see some quote additional cost pressure
Speaker 1: on their classified aeronautics program. That's all we know because
Speaker 1: it's classified. It's down about two point three percent on
Speaker 1: the day today. American Eagle Outfitters also falling today. We're
Speaker 1: getting more retail stocks this week, and we'll hear from
Speaker 1: Walmart tomorrow. Before that, though, American Eagle Outfitters falling after
Speaker 1: the company pulled its guidance for the full year due
Speaker 1: to a disappointing first quarter with a three percent decline
Speaker 1: in comp sales, a five percent decline in revenue from
Speaker 1: a year earlier. They're also registering a seventy five million
Speaker 1: dollars charge related to a write down of spring and
Speaker 1: summer merchandise. They withdrew their outlook due to macro uncertainty,
Speaker 1: which I didn't call that tariff specifically with that withdrawing
Speaker 1: of the outlook, but I guess you could throw a
Speaker 1: word for yes. Right, that's what we talked about a
Speaker 1: little earlier too. Yeah, it kind of means all the
Speaker 1: same thing. And finally, KinderCare ticker KLCUS down eight and
Speaker 1: a half percent today. It's an Oregon based early childhood
Speaker 1: education and childcare services company. They shares fell as much
Speaker 1: as fifteen percent in the session, ended off its lows.
Speaker 1: The company reported first quarter revenue that missed estimates. Operating income,
Speaker 1: though did beat analyst estimates, and the company maintained its
Speaker 1: full year twenty twenty five guidance. Analysts flagged to delay
Speaker 1: in new customer enrollments as the main driver for the
Speaker 1: revenue miss.
Speaker 5: All right, guys, I want to go to the bond market,
Speaker 5: because if you're bored by the equity market, just go
Speaker 5: ahead and look at the bond market, because that actually
Speaker 5: fun things did stuff there. You had the front end
Speaker 5: bond market up by about five basis points, that back
Speaker 5: end up as well about six basis points. So the
Speaker 5: whole curve hasn't gotten any steeper, but the whole curve
Speaker 5: is rerating a bit higher. I kept hearing how four
Speaker 5: was going to be that top on the two year,
Speaker 5: but we're above that now, both of them, for the
Speaker 5: two and the ten, they're at the highest level since
Speaker 5: the end of February. And is that a reaction to
Speaker 5: the to the GOP tax bill in Washington or is
Speaker 5: that just some sort of rebalancing, or is that position
Speaker 5: resizing as we continue to get this data coming through.
Speaker 4: All right, guys, let's get to some earnings crossing. We're
Speaker 4: talking about Cisco. Let's go right to the red sticky
Speaker 4: because it's about the outlook. So the company sees fiscally
Speaker 4: your revenue fifty six point five to fifty six point
Speaker 4: seven billion dollars. It had seen fifty six to fifty
Speaker 4: six point five, so a little bit of a movement
Speaker 4: to the upside. The stock is moving just a little
Speaker 4: bit higher as well, up a two tenths of a percent.
Speaker 4: The company also seeing fiscal year adjusted EPs a three
Speaker 4: dollars seventy seven cents to three dollars seventy nine cents
Speaker 4: a share it had seen three sixty eight to three
Speaker 4: seventy four. So again a bump to the upside, and
Speaker 4: again the stock moving just a little bit higher, up
Speaker 4: about eight tens ofven percent here in the aftermarket.
Speaker 1: Okay, I'm watching core Weave, which in the after hours
Speaker 1: is moving higher. This is relatively new company to go public.
Speaker 1: It operates in the data and AI data management space.
Speaker 1: Core Weaves first quarter revenue coming in at nine hundred
Speaker 1: and eighty one point six million dollars, first quarter adjusted
Speaker 1: EBADEC coming in at six hundred and six point one
Speaker 1: million dollars, first quarter adjusted ebite margin of sixty two percent,
Speaker 1: first quarter lost per share of one dollar and forty
Speaker 1: nine cents. The company did hit a record high ahead
Speaker 1: of that first earnings report. Shares in the after hours
Speaker 1: right now hire by about three percent.
Speaker 6: Yeah, but it's really going to depend on what kind
Speaker 6: of commentary they give in their outlook, because people are
Speaker 6: really looking at Core Weave as perhaps a barometer for
Speaker 6: and willingness of companies to spend on building out those
Speaker 6: data centers. So it's going to be the big read
Speaker 6: on AI spending until we get to Nvidia in a
Speaker 6: couple of weeks.
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