Speaker 1: Bloomberg Audio Studios podcasts, radio news, The.
Speaker 2: Stock Movers podcast, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg Data.
Speaker 1: Let's take a look at some stocks on the move today.
Speaker 1: I'm Nathan Hager, joined by Bloomberg's Critty Gupta. Some stocks
Speaker 1: on the move today. Come on, Nvidia, it's the centerpiece
Speaker 1: this morning. Good morning, Critty, Good morning Nathan. It absolutely is.
Speaker 3: Despite the fact that we have trade news that's driving
Speaker 3: sentiment across the board into the green and video shares
Speaker 3: hired by five point eight percent. NVDA is your ticker there,
Speaker 3: trading just shy of one hundred and forty three dollars
Speaker 3: a share. Look, they beat their first quarter estimates. They're
Speaker 3: saying that the eight billion dollar revenue hit from those
Speaker 3: chip export controls in terms of limiting some of the
Speaker 3: chips that are going from the United States back to China,
Speaker 3: that it is a hit, but it's not a big
Speaker 3: enough hit to deter some of the momentum that this
Speaker 3: company is deal with. So once again, the A plus
Speaker 3: plus student delivers. This is also crucial because they're talking
Speaker 3: about the investment coming in on the AI front. They're
Speaker 3: talking about some of these innovations trends that we've really
Speaker 3: the market has really priced in as a no brainer
Speaker 3: getting bigger and bigger when it comes to that growth picture.
Speaker 3: So good news for in video shares ENVDA hire by
Speaker 3: six percent. But Nathan, I've got to say, I kind
Speaker 3: of feel a little sorry for all the other companies
Speaker 3: that report at the same time as Video, because then
Speaker 3: you kind of miss out on some of the momentum
Speaker 3: in these other players. Salesforce is one of them as well.
Speaker 3: CRM is your ticker down by four tens of one
Speaker 3: percent this morning, trading at two hundred and seventy five
Speaker 3: dollars a share. Now, they did report earnings yesterday. They
Speaker 3: raise their annual sales out look. They're saying that all
Speaker 3: their AI investment is going to pay off eventually. But
Speaker 3: this morning, it looks like they're actually getting cut to
Speaker 3: a hold over at RBC at downgrade to sector perform
Speaker 3: from outperform at the company talking about execution risk about
Speaker 3: the company's acquisition of Informatica. This is a company that
Speaker 3: we covered earlier this week when that deal was reported
Speaker 3: by the Wall Street Journal. So now we're seeing that
Speaker 3: the analyst saying, given many Salesforce's prior acquisitions have not
Speaker 3: been integrated, there's a great deal of deal risk around
Speaker 3: this particular one. So that was whatever the opposite of
Speaker 3: a vote of confidence is onto Salesforce and certainly weighing
Speaker 3: on their post earnings day because those shares are down
Speaker 3: about three tenths of one percent. CRM is your ticker.
Speaker 3: Let's talk about hp as well, which is also reported
Speaker 3: earnings and not having a good day this morning. Hpq's
Speaker 3: your ticker down about nine percent. Nata Nathan really taking
Speaker 3: a beating trading just shy of twenty five dollars a
Speaker 3: share because they did I think what everyone is scared
Speaker 3: of doing right now, which is cutting their profit out. Look,
Speaker 3: they're saying they're worried about the economy. They're worried about
Speaker 3: the tariffs as well. But we should mention that I
Speaker 3: believe this was reported before the trade court order, so
Speaker 3: we really just keep an eye on the timing there.
Speaker 3: I wonder if they your guidance changes based on the
Speaker 3: latest coming out of that federal court in the United
Speaker 3: States as well. Exactly. So HPQ is your ticker. There,
Speaker 3: shares down this morning. There's one stock that we haven't
Speaker 3: really talked about very much, and that's synopsis. It's not
Speaker 3: a stock I cover often in this segment, Nathan, but
Speaker 3: I think it's an important one. SNPs is your ticker.
Speaker 3: Hired by four percent this morning, training at four hundred
Speaker 3: and eighty two dollars a share. This is a company
Speaker 3: that kind of ships out machinery and software to the
Speaker 3: entire world. They have about twelve percent exposure to China.
Speaker 3: But on the thought that or on the report, I
Speaker 3: say that Trump is ordering US chip software designers to
Speaker 3: stop those China sales. This is a stock that sticks out,
Speaker 3: So keep an eye on this one. SNPs is your ticker.
Speaker 2: The Stock Movers podcast from Bloomberg Radio. Check back with
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