1 00:00:02,520 --> 00:00:07,360 Speaker 1: Bloomberg Audio Studios, podcasts, radio News. 2 00:00:08,560 --> 00:00:12,440 Speaker 2: The Stock Movers Report, your roundup of companies making moves 3 00:00:12,480 --> 00:00:16,320 Speaker 2: in the stock market harnessing the power of Bloomberg Data. 4 00:00:16,920 --> 00:00:18,480 Speaker 2: Let's take a look at some of the stocks on 5 00:00:18,640 --> 00:00:19,880 Speaker 2: the move today. We can do that, what. 6 00:00:20,040 --> 00:00:23,160 Speaker 1: With Bloombergs Christine Christian what are you looking at all? Right, Paul, 7 00:00:23,200 --> 00:00:25,880 Speaker 1: We're going to take a look at Video today. Of course, 8 00:00:25,920 --> 00:00:29,200 Speaker 1: the ticker NVDA. Those shares are two percent. And we 9 00:00:29,240 --> 00:00:32,160 Speaker 1: did hear from CEO Jensen Wang at the cs trade 10 00:00:32,159 --> 00:00:36,479 Speaker 1: show yesterday. He's saying that the company's highly anticipated Reuben 11 00:00:36,720 --> 00:00:40,320 Speaker 1: data center processors there in production thereon trout for deployment. 12 00:00:40,440 --> 00:00:43,360 Speaker 1: They're looking at sending them to customers in the second 13 00:00:43,360 --> 00:00:46,680 Speaker 1: half of this year. So digging more into this Rubenship 14 00:00:46,720 --> 00:00:50,519 Speaker 1: right again. It's named after astronomer VERA. Rubin. It is 15 00:00:50,720 --> 00:00:54,320 Speaker 1: Nvidia's latest accelerator. Apparently it's three and a half times 16 00:00:54,320 --> 00:00:58,160 Speaker 1: better at training and five times better at running AI 17 00:00:58,200 --> 00:01:01,480 Speaker 1: software than its predecessor, the game as Blackwell chips of course, 18 00:01:02,280 --> 00:01:05,160 Speaker 1: and in Nvidia Well. Jensen Wang also saying that the 19 00:01:05,200 --> 00:01:07,920 Speaker 1: company has seen strong demand from customers in China for 20 00:01:08,000 --> 00:01:10,959 Speaker 1: the H two hundred chip. Remember that chip is currently 21 00:01:11,240 --> 00:01:14,600 Speaker 1: under consideration by Trump administration whether they're going to be 22 00:01:14,600 --> 00:01:19,160 Speaker 1: able to sell it to China, so that's still pending. 23 00:01:19,400 --> 00:01:22,880 Speaker 1: But Jensen Wang saying that there's already demand lineup for 24 00:01:22,920 --> 00:01:26,080 Speaker 1: that chip. So sounds like all positive from Nvidia yesterday. 25 00:01:26,240 --> 00:01:26,959 Speaker 2: All right, good stuff. 26 00:01:27,040 --> 00:01:30,360 Speaker 1: Let's talk about the utility sector absolutely, Scarlett. Let's take 27 00:01:30,360 --> 00:01:33,640 Speaker 1: a look at Vista so VST and those shares are 28 00:01:33,680 --> 00:01:36,120 Speaker 1: up nearly four percent today. So they're making a play. 29 00:01:36,160 --> 00:01:38,880 Speaker 1: It's m and A Tuesday, I guess for this company. 30 00:01:39,280 --> 00:01:41,920 Speaker 1: H They're going to be paying four billion dollars for 31 00:01:42,080 --> 00:01:45,560 Speaker 1: ten natural gas fire power plants in the US Northeast 32 00:01:45,600 --> 00:01:49,240 Speaker 1: and Texas, which were previously owned by Cogentrics Energy. So 33 00:01:49,640 --> 00:01:53,240 Speaker 1: this move essentially seen as a play by Vistra to 34 00:01:53,760 --> 00:01:57,120 Speaker 1: accumulate power assets because they're going to try and meet 35 00:01:57,200 --> 00:02:01,200 Speaker 1: the demand for power from data under buildouts and so 36 00:02:01,680 --> 00:02:05,200 Speaker 1: the acquisition, of course gives them access to three major 37 00:02:05,320 --> 00:02:08,480 Speaker 1: US grids in New England, Texas, and the system that 38 00:02:08,520 --> 00:02:11,359 Speaker 1: spans from New Jersey to Chicago. So this move is 39 00:02:11,360 --> 00:02:14,000 Speaker 1: actually the latest of a series of acquisitions they've made 40 00:02:14,040 --> 00:02:16,600 Speaker 1: over the past year. They paid six point eight billion 41 00:02:16,600 --> 00:02:19,320 Speaker 1: dollars for a nuclear fleet in twenty twenty four and 42 00:02:19,600 --> 00:02:22,839 Speaker 1: one point nine billion dollars for seven gas plants in May. 43 00:02:22,919 --> 00:02:24,920 Speaker 1: So this is the latest m and a move for 44 00:02:24,960 --> 00:02:27,239 Speaker 1: them to meet that AI data center demand. 45 00:02:28,200 --> 00:02:29,079 Speaker 2: What I say it one more. 46 00:02:29,360 --> 00:02:31,800 Speaker 1: Taking a look at micro trips today as well, so 47 00:02:32,120 --> 00:02:35,880 Speaker 1: ticker MCCHP those they are soaring up more than eight 48 00:02:35,880 --> 00:02:39,040 Speaker 1: percent now, so extending opening gains, and that is because 49 00:02:39,080 --> 00:02:41,400 Speaker 1: we did get a net sales forecast for them for 50 00:02:41,440 --> 00:02:44,600 Speaker 1: the third quarter that beat the average analyst estimate. The 51 00:02:44,600 --> 00:02:47,560 Speaker 1: company is looking at one point nineteen billion dollars for 52 00:02:47,639 --> 00:02:51,160 Speaker 1: the period versus the average estimate of one point fourteen 53 00:02:51,200 --> 00:02:54,840 Speaker 1: billion dollars. They also said that Booking's activity was very 54 00:02:54,880 --> 00:02:59,520 Speaker 1: strong in December, and Morgan Stanley analysts expecting the company 55 00:03:00,080 --> 00:03:03,160 Speaker 1: estimates to rise again in twenty twenty six, but probably 56 00:03:03,240 --> 00:03:07,000 Speaker 1: less lightly for twenty twenty seven. Mewhile Canter upgrading the 57 00:03:07,040 --> 00:03:10,240 Speaker 1: stock to overweight from neutrals. A lot of good news. 58 00:03:10,080 --> 00:03:13,800 Speaker 2: To be had from extra the Stock Movers report from 59 00:03:13,800 --> 00:03:16,880 Speaker 2: Bloomberg Radio. Check back with us throughout the day for 60 00:03:17,000 --> 00:03:20,079 Speaker 2: the latest roundup of companies making news on Wall Street 61 00:03:20,360 --> 00:03:23,880 Speaker 2: and for the latest market moving headlines, Listen to Bloomberg 62 00:03:24,000 --> 00:03:27,560 Speaker 2: Radio Live. Catch us on YouTube, Bloomberg dot com, and 63 00:03:27,760 --> 00:03:31,360 Speaker 2: on Applecarplay and Android Auto with the Bloomberg Business app.