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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: Bloomberg's Lisa Mateo here now with some stockmovers.

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Speaker 4: You got it, Okay, I want to start with Nvidia Sticker, MVDA.

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Speaker 4: Their shares have been kind of fluctuating up as much

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Speaker 4: as one percent. It's been down as well. The reason

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Speaker 4: why there's some different news reports. So President Trump reversing

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Speaker 4: course on Nvidia. He says he's going to allow the

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Speaker 4: company to sell those H two hundred models chips in

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Speaker 4: China and exchange for that twenty five percent surcharge. There

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Speaker 4: are some limits, it could include approval process. Buyers have

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Speaker 4: to kind of explain why Chinese made chips couldn't meet

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Speaker 4: their needs. But now you have this other report that

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Speaker 4: the Financial Time saying that China is considering limits on

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Speaker 4: access to those H two hundred chips because they just

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Speaker 4: want to maintain sell sufficiency, like they want to be

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Speaker 4: able to say we can do this on our own.

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Speaker 3: I wonder how much of that is also them going

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Speaker 3: like oh yeah, not so fast, say idiatically.

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Speaker 4: Exactly, Well, we saw that like the last time, you know,

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Speaker 4: they tried the Age twenty you know, Chip and China

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Speaker 4: came back and said, you know what, No, We're not

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Speaker 4: going to do it. Okay, I want to get to

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Speaker 4: this fight over the future of Hollywood because it's like

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Speaker 4: the never ending story. Warner Brothers, Discovery, Paramount's Guidance, Netflix,

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Speaker 4: their shares have been kind of all over the map too.

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Speaker 4: So basically the latest Paramounts Guidance they launched that hospital

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Speaker 4: take hostital take over bid from one of the Discovery

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Speaker 4: thirty dollars of sharing cash. It came after, you know,

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Speaker 4: the company agreed to a deal with Netflix. But this

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Speaker 4: is backed by banks, billionaire sovereign wealth funds, involves the

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Speaker 4: President's son in law, you know, Jared Kushner. On top

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Speaker 4: of it, the both bids they raised significant anti trust concerns.

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Speaker 4: I'm not sure if one raises more than the other

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Speaker 4: deal feel wise.

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Speaker 5: Yeah, and Jen Ree from Bloomberg Intelligence yesterday said, you know,

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Speaker 5: the Paramount one might be the cleaner simply because the

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Speaker 5: Netflix and HBO plus UH streaming streaming might be problematic,

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Speaker 5: but who knows. I mean, yes, it feels like the

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Speaker 5: President's going to be involved here in a decision here,

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Speaker 5: So that adds another layer.

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Speaker 4: Of bun certain And then I always wonder what happened

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Speaker 4: to comcasts. Are they tapping out?

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Speaker 3: Are they they're just staying quiet in the corner. I

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Speaker 3: don't know.

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Speaker 5: The one that's really staying quiet is Disney. Yes, they're

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Speaker 5: just saying we're doing our business. We're moving along.

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Speaker 3: There, like re upping Jimmy Kimmel. Yep, thank you.

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Speaker 4: Yeah, no, that's a good point. Okay, want to get

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Speaker 4: to the housing market. So let's go to Toll Brothers

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Speaker 4: take her TL. Their shares have slipped as much as

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Speaker 4: six percent, so basically they beat analyst estimates for quarterly

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Speaker 4: order orders. But they did provide full year of guidance

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Speaker 4: for twenty twenty six that missed. And the thing is

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Speaker 4: is that they serve the more affluent customer, right, you know,

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Speaker 4: they have the luxury you know home, they're the luxury

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Speaker 4: home builder. So they are people who are not impacted

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Speaker 4: by affordability pressures. Right, they tend to be invested in

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Speaker 4: the stock market. But more they actually say are willing

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Speaker 4: to trade up to a new home, even if mean

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Speaker 4: selling their existing home for you know, giving up that

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Speaker 4: cheaper mortgage rate. But the CEO said something interesting, and

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Speaker 4: he said that they are also reporting soft demand across

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Speaker 4: many markets, so he kind of played both sides of it.

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Speaker 3: You know, a lot of the builders have had to

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Speaker 3: give incentives to offer incentives for the buyers, right, including

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Speaker 3: buying out mortgages.

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Speaker 4: Yeah, mortgage rate by exactly by downs.

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Speaker 3: Hey, it just shows.

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Speaker 5: Karen from New Jersey rights in and says, what's going on

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Speaker 5: with Viking Holdings.

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Speaker 4: Viking Holdings, Oh, there we go, okay, so their shares

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Speaker 4: the cruisers, Okay, are you doing a Viking Let's.

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Speaker 5: Say you have it here, and again Karen from Jersey

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Speaker 5: rates in and says, hey, there's a Viking River cruse

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Speaker 5: that looks interesting.

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Speaker 4: Oh, bingo, let's do it. Some good news here. Their

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Speaker 4: shares are actually rising. Goldman Sachs upgraded it. Okay, so

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Speaker 4: they got an upgrade for Viking. Okay, But then you

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Speaker 4: look at Norwegian Cruise Line and they're on the back

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Speaker 4: side of it. Goldman downgraded them, so their shares are

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Speaker 4: down by about two and a half percent. So it's

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Speaker 4: kind of a split picture when it comes to the

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Speaker 4: cruise industry.

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Speaker 3: I want to take a cruise down the Danube. Want

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Speaker 3: to come along?

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Speaker 1: Ye. Charlie Pellett is the cruise director for Bloomberg. Yeah,

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Speaker 1: but he does the crazy cruises. Let's do the North

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Speaker 1: Atlantic in the bed of winter, when it's rough seas

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Speaker 1: and all that.

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Speaker 5: That's what he does.

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Speaker 2: This Stock Movers report from Bloomberg Radio. Check back with

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

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