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Speaker 1: Bloomberg Audio Studios, podcasts, radio.

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Speaker 2: News, the Stock Movers Report, your roundup of companies making

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Speaker 2: moves in the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: Let's get to some of those stocks on the move here,

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Speaker 3: especially in the aftermarket, with us to do that, Bloomberg

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Speaker 3: News Cross Asset reporter Isabelle Lee.

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Speaker 1: A lot going on. It's kind of been exciting to

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Speaker 1: cover this, but let's start with Nvidia.

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Speaker 4: We have to start with in video. It's just the

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Speaker 4: world's most valuable company. So they all again, still another

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Speaker 4: bullish quarter that quarterly revenue forecasts. The stock is up

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Speaker 4: by around two point eight percent of the after market,

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Speaker 4: so that signals again that the massive build out of

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Speaker 4: AI computing remains on track. So this really isn't the

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Speaker 4: shock investors we're expecting it. I must say that earnings

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Speaker 4: did come a little later. If you follow the blog

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Speaker 4: tliv go, usually it comes out at four twenty, and

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Speaker 4: it came out a few minutes later.

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Speaker 1: We re glued to the view. We're just starting here, yeah,

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Speaker 1: waiting for.

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Speaker 4: He said, there's a bit effect speculation. Some folks are

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Speaker 4: saying it's usually a sign of impending news, but others

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Speaker 4: say it's herald of good things, but I guess it's

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Speaker 4: the latter so fiscal.

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Speaker 1: So you get them the calling analysts and investors. You're like, so,

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Speaker 1: what the heck was going on? Why was this late? Right?

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Speaker 4: I mean they also say that Jensen Van's leather jacket

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Speaker 4: is also a signal that some people take.

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Speaker 1: A fed chair in the nineteen seventies, Carrocras. Maybe they

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Speaker 1: could decide which jacket to wear on the call.

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Speaker 2: You look at, you know, the briefcat that he's carrying

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Speaker 2: or the folder that he's carrying.

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Speaker 1: That would be great, bigger right, No, you've made it.

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Speaker 4: I want people to dissect me like that. Okay, So

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Speaker 4: fiscal first quarter sales will be about seventy eight billion.

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Speaker 4: That's higher than average estimates. I want to point out though,

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Speaker 4: the company yet again is not offering any positive on China.

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Speaker 4: They said that we're not assuming any data sent their

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Speaker 4: compute revenue from China and our outlook. That's according to

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Speaker 4: their CFO.

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Speaker 1: But they are going to be selling right. They did

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Speaker 1: get some permits. Yeah, n video from the US government.

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Speaker 1: Check out all the details for that. On the Bloomberg terminal,

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Speaker 1: A salesforce taker CRM what's going on there.

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Speaker 4: The stock is down nearly five percent. They gave a

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Speaker 4: loopwarm outlook for sales growth in the new fiscal year,

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Speaker 4: so not a good sign. And again this goes the

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Speaker 4: other way, fuels investor concerns about whether the company will

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Speaker 4: lose out to their rival. So revenue will be about

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Speaker 4: forty six billion dollars in the fiscal year ending in

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Speaker 4: January twenty twenty seven. It's in line with estimates, but

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Speaker 4: I don't think in line is cutting it for anyone.

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Speaker 4: They just want you to surpass and surpass and surpass.

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Speaker 4: So Salesforce, they are the leading maker of customer management software.

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Speaker 4: They become the poster child when it comes to Wall

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Speaker 4: Street's anxieties about AI, when it comes to the impact

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Speaker 4: on established vendors, because it is one of the leaders

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Speaker 4: in the space.

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Speaker 3: I keep going back to this number. The stock is

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Speaker 3: down fifty percent since late December of twenty twenty four,

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Speaker 3: and so it's just been under a lot of pressure.

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Speaker 4: Yeah, right, not a great time, but it's.

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Speaker 3: All Mark Benniov says, we're well on our way to

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Speaker 3: sixty three billion in annual revenue in fiscal.

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Speaker 1: Year twenty thirty. Yes, that's a whiles away. They also

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Speaker 1: say that their FI year. Yeah, exactly, that's true. That's true.

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Speaker 1: Still Isabelle? What about snowflake? Snow is the ticker? Yes,

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Speaker 1: I do love that ticker. Stock is down by one?

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Speaker 1: Did you just do it because we're surrounded by snow?

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Speaker 4: I wish I did, but I'm going to pretend that

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Speaker 4: I did. Yes, reported alrictly to talk about it.

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Speaker 1: We love our got twenty seconds.

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Speaker 4: They gave an outlook for quarterly sales that was inline

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Speaker 4: with estimates. Again that disappointed investors because in line is in.

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Speaker 1: Line not enough. It's not enough, so the stock is down.

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Speaker 4: Most analysts expect that sales from the use of AI

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Speaker 4: within its platform is still limited.

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Speaker 2: The stock Mover's 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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Speaker 2: making news on Wall Street and for the latest market

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Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube,

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