1 00:00:02,520 --> 00:00:08,800 Speaker 1: Bloomberg Audio Studios podcasts, radio news, The. 2 00:00:08,880 --> 00:00:13,160 Speaker 2: Stock Movers podcast, your roundup of companies making moves in 3 00:00:13,200 --> 00:00:16,480 Speaker 2: the stock market, harnessing the power of Bloomberg Data. 4 00:00:17,960 --> 00:00:19,840 Speaker 1: Let's take a look at some stocks on the move today. 5 00:00:19,880 --> 00:00:23,920 Speaker 1: I'm Nathan Hager, joined by Bloomberg's Critty Gupta. Some stocks 6 00:00:23,960 --> 00:00:27,440 Speaker 1: on the move today. Come on, Nvidia, it's the centerpiece 7 00:00:27,520 --> 00:00:30,960 Speaker 1: this morning. Good morning, Critty, Good morning Nathan. It absolutely is. 8 00:00:31,040 --> 00:00:33,800 Speaker 3: Despite the fact that we have trade news that's driving 9 00:00:33,840 --> 00:00:37,000 Speaker 3: sentiment across the board into the green and video shares 10 00:00:37,040 --> 00:00:39,880 Speaker 3: hired by five point eight percent. NVDA is your ticker there, 11 00:00:40,080 --> 00:00:43,320 Speaker 3: trading just shy of one hundred and forty three dollars 12 00:00:43,400 --> 00:00:45,520 Speaker 3: a share. Look, they beat their first quarter estimates. They're 13 00:00:45,520 --> 00:00:48,599 Speaker 3: saying that the eight billion dollar revenue hit from those 14 00:00:48,680 --> 00:00:51,720 Speaker 3: chip export controls in terms of limiting some of the 15 00:00:51,800 --> 00:00:55,040 Speaker 3: chips that are going from the United States back to China, 16 00:00:55,120 --> 00:00:57,000 Speaker 3: that it is a hit, but it's not a big 17 00:00:57,120 --> 00:00:59,200 Speaker 3: enough hit to deter some of the momentum that this 18 00:00:59,240 --> 00:01:01,520 Speaker 3: company is deal with. So once again, the A plus 19 00:01:01,520 --> 00:01:05,080 Speaker 3: plus student delivers. This is also crucial because they're talking 20 00:01:05,120 --> 00:01:07,280 Speaker 3: about the investment coming in on the AI front. They're 21 00:01:07,319 --> 00:01:10,919 Speaker 3: talking about some of these innovations trends that we've really 22 00:01:11,080 --> 00:01:13,280 Speaker 3: the market has really priced in as a no brainer 23 00:01:13,600 --> 00:01:16,120 Speaker 3: getting bigger and bigger when it comes to that growth picture. 24 00:01:16,160 --> 00:01:19,200 Speaker 3: So good news for in video shares ENVDA hire by 25 00:01:19,319 --> 00:01:21,000 Speaker 3: six percent. But Nathan, I've got to say, I kind 26 00:01:21,000 --> 00:01:22,760 Speaker 3: of feel a little sorry for all the other companies 27 00:01:22,760 --> 00:01:25,440 Speaker 3: that report at the same time as Video, because then 28 00:01:25,480 --> 00:01:27,720 Speaker 3: you kind of miss out on some of the momentum 29 00:01:28,120 --> 00:01:31,560 Speaker 3: in these other players. Salesforce is one of them as well. 30 00:01:31,760 --> 00:01:34,119 Speaker 3: CRM is your ticker down by four tens of one 31 00:01:34,160 --> 00:01:37,680 Speaker 3: percent this morning, trading at two hundred and seventy five 32 00:01:37,880 --> 00:01:40,679 Speaker 3: dollars a share. Now, they did report earnings yesterday. They 33 00:01:40,760 --> 00:01:42,880 Speaker 3: raise their annual sales out look. They're saying that all 34 00:01:42,880 --> 00:01:46,480 Speaker 3: their AI investment is going to pay off eventually. But 35 00:01:46,640 --> 00:01:48,960 Speaker 3: this morning, it looks like they're actually getting cut to 36 00:01:49,000 --> 00:01:52,840 Speaker 3: a hold over at RBC at downgrade to sector perform 37 00:01:52,880 --> 00:01:56,680 Speaker 3: from outperform at the company talking about execution risk about 38 00:01:56,720 --> 00:02:00,200 Speaker 3: the company's acquisition of Informatica. This is a company that 39 00:02:00,240 --> 00:02:02,840 Speaker 3: we covered earlier this week when that deal was reported 40 00:02:02,880 --> 00:02:04,960 Speaker 3: by the Wall Street Journal. So now we're seeing that 41 00:02:05,040 --> 00:02:08,079 Speaker 3: the analyst saying, given many Salesforce's prior acquisitions have not 42 00:02:08,120 --> 00:02:11,400 Speaker 3: been integrated, there's a great deal of deal risk around 43 00:02:11,400 --> 00:02:14,400 Speaker 3: this particular one. So that was whatever the opposite of 44 00:02:14,400 --> 00:02:17,520 Speaker 3: a vote of confidence is onto Salesforce and certainly weighing 45 00:02:17,919 --> 00:02:20,119 Speaker 3: on their post earnings day because those shares are down 46 00:02:20,200 --> 00:02:23,680 Speaker 3: about three tenths of one percent. CRM is your ticker. 47 00:02:23,760 --> 00:02:26,160 Speaker 3: Let's talk about hp as well, which is also reported 48 00:02:26,200 --> 00:02:29,360 Speaker 3: earnings and not having a good day this morning. Hpq's 49 00:02:29,440 --> 00:02:33,200 Speaker 3: your ticker down about nine percent. Nata Nathan really taking 50 00:02:33,200 --> 00:02:36,799 Speaker 3: a beating trading just shy of twenty five dollars a 51 00:02:36,919 --> 00:02:39,919 Speaker 3: share because they did I think what everyone is scared 52 00:02:39,919 --> 00:02:42,399 Speaker 3: of doing right now, which is cutting their profit out. Look, 53 00:02:42,400 --> 00:02:45,040 Speaker 3: they're saying they're worried about the economy. They're worried about 54 00:02:45,040 --> 00:02:48,120 Speaker 3: the tariffs as well. But we should mention that I 55 00:02:48,200 --> 00:02:51,480 Speaker 3: believe this was reported before the trade court order, so 56 00:02:52,200 --> 00:02:53,560 Speaker 3: we really just keep an eye on the timing there. 57 00:02:53,560 --> 00:02:55,760 Speaker 3: I wonder if they your guidance changes based on the 58 00:02:55,800 --> 00:02:58,760 Speaker 3: latest coming out of that federal court in the United 59 00:02:58,800 --> 00:03:02,400 Speaker 3: States as well. Exactly. So HPQ is your ticker. There, 60 00:03:02,440 --> 00:03:05,280 Speaker 3: shares down this morning. There's one stock that we haven't 61 00:03:05,280 --> 00:03:07,200 Speaker 3: really talked about very much, and that's synopsis. It's not 62 00:03:07,240 --> 00:03:09,760 Speaker 3: a stock I cover often in this segment, Nathan, but 63 00:03:09,760 --> 00:03:12,480 Speaker 3: I think it's an important one. SNPs is your ticker. 64 00:03:12,560 --> 00:03:15,240 Speaker 3: Hired by four percent this morning, training at four hundred 65 00:03:15,280 --> 00:03:17,920 Speaker 3: and eighty two dollars a share. This is a company 66 00:03:18,280 --> 00:03:21,400 Speaker 3: that kind of ships out machinery and software to the 67 00:03:21,520 --> 00:03:24,040 Speaker 3: entire world. They have about twelve percent exposure to China. 68 00:03:24,120 --> 00:03:26,600 Speaker 3: But on the thought that or on the report, I 69 00:03:26,600 --> 00:03:29,239 Speaker 3: say that Trump is ordering US chip software designers to 70 00:03:29,280 --> 00:03:31,919 Speaker 3: stop those China sales. This is a stock that sticks out, 71 00:03:32,000 --> 00:03:35,080 Speaker 3: So keep an eye on this one. SNPs is your ticker. 72 00:03:36,360 --> 00:03:40,480 Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with 73 00:03:40,560 --> 00:03:43,680 Speaker 2: us throughout today for the latest roundup of companies making 74 00:03:43,760 --> 00:03:47,320 Speaker 2: news on Wall Street and for the latest market moving headlines. 75 00:03:47,480 --> 00:03:51,400 Speaker 2: Listen to Bloomberg Radio Live, catch us on YouTube, Bloomberg 76 00:03:51,440 --> 00:03:54,240 Speaker 2: dot com, and on Applecarplay and Android Auto with the 77 00:03:54,280 --> 00:03:55,640 Speaker 2: Bloomberg Business app.