1 00:00:02,520 --> 00:00:10,440 Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The Stock Movers podcast, 2 00:00:10,800 --> 00:00:14,080 Speaker 1: your roundup of companies making moves in the stock market 3 00:00:14,240 --> 00:00:17,920 Speaker 1: harnessing the power of Bloomberg Data. Let's take a look 4 00:00:17,920 --> 00:00:19,279 Speaker 1: at some of the stocks on the move here today. 5 00:00:19,280 --> 00:00:21,319 Speaker 1: I'm Paul Sweeney with Alex Steele, and we're joined by 6 00:00:21,400 --> 00:00:23,560 Speaker 1: Bloomberg's Nora Melinda Nor. What are you looking at? 7 00:00:23,800 --> 00:00:26,440 Speaker 2: Well, I've got eyes on super micro Computers. Of course, 8 00:00:26,480 --> 00:00:28,760 Speaker 2: this is a stock that's up for double digit gains 9 00:00:28,800 --> 00:00:31,480 Speaker 2: and is the biggest cleaner in the SAP five hundred 10 00:00:31,560 --> 00:00:34,199 Speaker 2: right now on a percentage basis. This is after it 11 00:00:34,360 --> 00:00:37,240 Speaker 2: signs a deal with Data volt This is a company 12 00:00:37,240 --> 00:00:40,520 Speaker 2: that's based in Sauu Arabia. It's a multi year partnership 13 00:00:40,560 --> 00:00:43,840 Speaker 2: agreement that they think should really help the stock get 14 00:00:43,880 --> 00:00:45,920 Speaker 2: something more attraction. Of course, we know shares of super 15 00:00:45,960 --> 00:00:50,400 Speaker 2: Microcomputer are up about fifty percent so far this year, 16 00:00:50,760 --> 00:00:52,920 Speaker 2: but if you look at the past week, it's rallied 17 00:00:53,040 --> 00:00:55,920 Speaker 2: more than forty percent. This week, it's on pace for 18 00:00:56,080 --> 00:00:58,840 Speaker 2: its best week since November. So really lots the parts here. 19 00:00:58,880 --> 00:01:01,480 Speaker 2: But they're saying the agreement should mass track delivery of 20 00:01:01,600 --> 00:01:04,160 Speaker 2: ultradeense GPU platform. 21 00:01:03,880 --> 00:01:05,920 Speaker 3: And interestingly enough, the other stock you're one of the 22 00:01:05,959 --> 00:01:09,120 Speaker 3: other stocks is AMD and then also sort of getting 23 00:01:09,120 --> 00:01:13,280 Speaker 3: a boost from potential Saudi Arabian led AI infrastructure projects. 24 00:01:13,360 --> 00:01:15,679 Speaker 2: Yes, I'm looking at Nvidia and AMD. It says that 25 00:01:15,720 --> 00:01:19,360 Speaker 2: they'll supply some make conductors to Saudi Arabian AI company Humane. 26 00:01:19,720 --> 00:01:21,800 Speaker 2: This is going to be a massive data center project 27 00:01:21,920 --> 00:01:26,440 Speaker 2: and is also essentially under a Trump administration initiative they 28 00:01:26,480 --> 00:01:30,800 Speaker 2: tenth lift restrictions on delivering advanced technology to the region. 29 00:01:30,959 --> 00:01:34,360 Speaker 2: So lots going on in terms of news regarding and 30 00:01:34,400 --> 00:01:37,520 Speaker 2: related to Saudi Arabia. But I mean, AMD shares are 31 00:01:37,520 --> 00:01:39,240 Speaker 2: down about two percent this year, but they are getting 32 00:01:39,240 --> 00:01:41,080 Speaker 2: a lift off of this news. Second best performing stock 33 00:01:41,080 --> 00:01:41,920 Speaker 2: in the S and P five. 34 00:01:41,760 --> 00:01:44,000 Speaker 1: Hundred right now, all right, one more. 35 00:01:43,880 --> 00:01:47,920 Speaker 2: Yeah, lastly, I'm looking at Aurora Innovation. Now, this company 36 00:01:47,960 --> 00:01:50,919 Speaker 2: is down about seventeen percent, as much as seventeen percent today. 37 00:01:51,080 --> 00:01:53,800 Speaker 2: That's the worst day since October. This company is about 38 00:01:54,040 --> 00:01:57,400 Speaker 2: eleven point eight billion dollars in market cap. It develops 39 00:01:57,400 --> 00:02:01,280 Speaker 2: and delivers self driving technology to move both people and goods. 40 00:02:01,800 --> 00:02:04,280 Speaker 2: But this is after it's also related to Uber, and 41 00:02:04,520 --> 00:02:07,960 Speaker 2: after Uber announced a one billion dollar convertible offering with 42 00:02:08,080 --> 00:02:11,560 Speaker 2: notes exchangeable into shares of Aurora. We are seeing shares 43 00:02:11,600 --> 00:02:12,880 Speaker 2: of Aurora down after that. 44 00:02:13,600 --> 00:02:16,160 Speaker 3: Interesting, Okay, that makes a lot of sense. You also, 45 00:02:16,200 --> 00:02:18,120 Speaker 3: for your day job cover pretty much everything that has 46 00:02:18,120 --> 00:02:19,800 Speaker 3: to do with the stock market, but also you cover 47 00:02:19,880 --> 00:02:22,800 Speaker 3: the home builders quite extensively and real estate. What are 48 00:02:22,800 --> 00:02:24,520 Speaker 3: some of the buzzy things that are happening right now? 49 00:02:24,600 --> 00:02:27,080 Speaker 2: I mean, I think the conversation has definitely been about tariffs. 50 00:02:27,120 --> 00:02:28,720 Speaker 2: I mean, if you think back a couple of years ago, 51 00:02:28,760 --> 00:02:31,799 Speaker 2: everyone was really looking at home builders really taking on 52 00:02:32,240 --> 00:02:35,359 Speaker 2: market share in the market from existing homes. But right 53 00:02:35,400 --> 00:02:37,480 Speaker 2: now we're in this space where, you know, if the 54 00:02:37,560 --> 00:02:40,200 Speaker 2: costs for construction go up, what does that really mean 55 00:02:40,240 --> 00:02:42,440 Speaker 2: for builders that are trying to get out there and 56 00:02:42,480 --> 00:02:44,480 Speaker 2: get some new projects going. So that's definitely been what 57 00:02:44,600 --> 00:02:46,920 Speaker 2: the conversation has been right now in the real estate industry. 58 00:02:46,960 --> 00:02:47,880 Speaker 2: Taras tariff. 59 00:02:49,400 --> 00:02:53,520 Speaker 1: The Stock Movers podcast from Bloomberg Radio. Check back with 60 00:02:53,600 --> 00:02:56,359 Speaker 1: us throughout the day for the latest roundup of companies 61 00:02:56,400 --> 00:02:59,440 Speaker 1: making news on Wall Street and for the latest market 62 00:02:59,480 --> 00:03:03,880 Speaker 1: moving head Listen to Bloomberg Radio Live, catch us on YouTube, 63 00:03:03,919 --> 00:03:07,160 Speaker 1: Bloomberg dot com, and on Applecarplay and Android Auto with 64 00:03:07,200 --> 00:03:08,680 Speaker 1: the Bloomberg Business App.