1 00:00:02,520 --> 00:00:09,960 Speaker 1: Bloomberg Audio Studios, podcasts, radio News, The Stock Movers Report, 2 00:00:10,240 --> 00:00:13,520 Speaker 1: your roundup of companies making moves in the stock market, 3 00:00:13,680 --> 00:00:15,880 Speaker 1: harnessing the power of Bloomberg Data. 4 00:00:16,680 --> 00:00:18,320 Speaker 2: Let's take a look at some of the stocks on 5 00:00:18,480 --> 00:00:21,200 Speaker 2: the move today on Paul Sweny alongside at Lexis Christophers, 6 00:00:21,280 --> 00:00:24,079 Speaker 2: and we're joined by Bloomberg's Lisa tayl Lisa, what do 7 00:00:24,120 --> 00:00:24,520 Speaker 2: you out for us? 8 00:00:24,520 --> 00:00:26,840 Speaker 3: All right? I want to start with Amazon taker AMZN. 9 00:00:27,200 --> 00:00:29,560 Speaker 3: Their share has been up as much as thirteen percent. 10 00:00:29,640 --> 00:00:32,559 Speaker 3: I mean, this is an Amazon Web services story. The 11 00:00:32,640 --> 00:00:35,480 Speaker 3: cloud unit posted the strongest growth rate in almost three years. 12 00:00:35,479 --> 00:00:40,080 Speaker 3: Third quarter revenue thirty three billion dollars really ease Investorsphares 13 00:00:40,080 --> 00:00:42,640 Speaker 3: because they were worried that it was losing ground to competitors, 14 00:00:42,680 --> 00:00:47,280 Speaker 3: people like Microsoft's Azure Cloud Business, Alphabet's Google Cloud. Their 15 00:00:47,360 --> 00:00:50,400 Speaker 3: total sales rose about thirteen percent, but a lot of 16 00:00:50,400 --> 00:00:53,360 Speaker 3: it was around AI news. They said, it's shopping chat 17 00:00:53,360 --> 00:00:56,520 Speaker 3: but chatbot Rufus is going to help deliver an additional 18 00:00:56,680 --> 00:01:01,640 Speaker 3: ten billion in annual sales. I haven't seen Rufus roofs yes, I. 19 00:01:01,600 --> 00:01:04,720 Speaker 2: Don't know if I want to see this. I got Alexis, 20 00:01:04,720 --> 00:01:07,080 Speaker 2: I got Siri I needs. What else do I need? 21 00:01:07,160 --> 00:01:08,800 Speaker 2: There's a there's a lot, okay. 22 00:01:09,120 --> 00:01:12,080 Speaker 3: And then finally the CFO was saying that Amazon's invested 23 00:01:12,120 --> 00:01:14,640 Speaker 3: heavily and the data centers are chips right to build 24 00:01:14,720 --> 00:01:17,160 Speaker 3: operate the AI models that can generate the text or 25 00:01:17,200 --> 00:01:21,919 Speaker 3: images automating processes. Cap X rose about sixty one percent 26 00:01:21,920 --> 00:01:24,720 Speaker 3: to a record thirty four point two billion dollars. 27 00:01:24,440 --> 00:01:24,880 Speaker 2: In the quarter. 28 00:01:24,920 --> 00:01:28,200 Speaker 3: Too ironic though, that the AWS outage happened this past week. 29 00:01:28,360 --> 00:01:30,560 Speaker 2: Yes, yeah, good point. But I mean just think of 30 00:01:30,600 --> 00:01:32,679 Speaker 2: the numbers here. This is what blows me away. I've 31 00:01:32,680 --> 00:01:34,520 Speaker 2: been doing this Wall Street stuff for forty years. The 32 00:01:34,760 --> 00:01:38,039 Speaker 2: numbers blow me away. Just today, when a stock opens 33 00:01:38,080 --> 00:01:42,120 Speaker 2: up thirteen percent, that'll be three hundred billion dollars of 34 00:01:42,440 --> 00:01:46,119 Speaker 2: new equity value created for the shareholders. And just the 35 00:01:46,200 --> 00:01:50,480 Speaker 2: flick of switch. And what does it do for mister Bezos? Yeah, exactly, Rich, Rich, 36 00:01:50,560 --> 00:01:52,800 Speaker 2: go is the function. I'll be looking at that, just 37 00:01:52,880 --> 00:01:54,400 Speaker 2: thinking about it. All Right, what else you got? 38 00:01:54,440 --> 00:01:57,520 Speaker 3: Okay? So Apple, ticlar AAPL, their share has been up 39 00:01:57,520 --> 00:01:59,440 Speaker 3: more than two percent. They said it's gonna have a 40 00:01:59,480 --> 00:02:01,640 Speaker 3: jump and sale of the holiday season because of the 41 00:02:01,760 --> 00:02:05,840 Speaker 3: new iPhones, and it really short investors that that product 42 00:02:05,960 --> 00:02:07,800 Speaker 3: is going to be a growth engine for them, because 43 00:02:07,800 --> 00:02:10,200 Speaker 3: they were kind of worried about it. The CFO said, 44 00:02:10,240 --> 00:02:12,400 Speaker 3: revenue in the fiscal first quarter runs through December, it's 45 00:02:12,400 --> 00:02:15,560 Speaker 3: going to rise by ten percent to twelve percent. He said, 46 00:02:15,600 --> 00:02:18,320 Speaker 3: it's going to be our best iPhone quarter ever, so 47 00:02:18,600 --> 00:02:21,079 Speaker 3: really behind it. If you look at the iPhone, I 48 00:02:21,120 --> 00:02:24,080 Speaker 3: mean the new one, They updated the designs, they introduced 49 00:02:24,120 --> 00:02:26,560 Speaker 3: this like ultra thin model called the Air, so there 50 00:02:26,560 --> 00:02:29,000 Speaker 3: have been some up to to it. The lineup is 51 00:02:29,040 --> 00:02:31,720 Speaker 3: the company's biggest money maker, accounting for roughly half of 52 00:02:31,720 --> 00:02:34,480 Speaker 3: its revenue. So it's a big big I'm product buying it. 53 00:02:34,760 --> 00:02:38,160 Speaker 2: You're still with my iPhone fifteen pro, thank you very much. Well. 54 00:02:38,160 --> 00:02:39,560 Speaker 3: All made fun of me the other day because he 55 00:02:39,600 --> 00:02:42,200 Speaker 3: asked for a charger and I gave him mind and 56 00:02:42,240 --> 00:02:43,200 Speaker 3: he has the new one. 57 00:02:43,080 --> 00:02:44,280 Speaker 1: And he's like, what is this? 58 00:02:44,360 --> 00:02:47,760 Speaker 2: I mean, what are you doing to me? Alexis. He 59 00:02:47,800 --> 00:02:49,959 Speaker 2: asked about Jeff Bezos. He is when you go to rich, 60 00:02:50,000 --> 00:02:51,880 Speaker 2: go of the richest folks out there in the world. 61 00:02:51,960 --> 00:02:55,440 Speaker 2: He ranks number three, two hundred and forty six billion dollars. 62 00:02:55,880 --> 00:02:58,120 Speaker 2: If the stock opens up, say ten percent, he'll still 63 00:02:58,160 --> 00:03:01,600 Speaker 2: be number three, but that's okay. Larry Ellison's number two 64 00:03:01,600 --> 00:03:04,079 Speaker 2: with three hundred and sixteen billion, and Elon Musk is 65 00:03:04,120 --> 00:03:06,440 Speaker 2: number one. It was four hundred and fifty six billion dollars, 66 00:03:06,480 --> 00:03:09,639 Speaker 2: so there you go. Yeah, it could be more of a topsation. 67 00:03:09,960 --> 00:03:12,919 Speaker 2: Mary Elson's had six. Larry Elson's had the best year 68 00:03:12,919 --> 00:03:15,960 Speaker 2: in terms of net worth increase, one hundred and twenty 69 00:03:15,960 --> 00:03:18,480 Speaker 2: four billion dollars a net increase in his net worth 70 00:03:18,480 --> 00:03:19,520 Speaker 2: this year, so good for him. 71 00:03:19,680 --> 00:03:23,440 Speaker 3: Gosh, oh gosh, let's go to someone else's doing but 72 00:03:23,480 --> 00:03:26,519 Speaker 3: another Jensen Wong. Huh oh yeah, just another good one. 73 00:03:26,560 --> 00:03:29,920 Speaker 3: Let's hit in video ticker MVTA. There just shares has 74 00:03:30,000 --> 00:03:32,720 Speaker 3: been up more than two percent. So there's been actually 75 00:03:32,800 --> 00:03:34,840 Speaker 3: a number of Nvidia deals and Vidy's going to supply 76 00:03:34,920 --> 00:03:37,000 Speaker 3: more than two hundred and sixty thousand AI chips the 77 00:03:37,080 --> 00:03:41,160 Speaker 3: Samsung Hyundai x SK group. These are deals broken with 78 00:03:41,160 --> 00:03:43,440 Speaker 3: South Korea's government. Then on top of that, you have 79 00:03:43,480 --> 00:03:45,440 Speaker 3: sources saying and Vidia's gonna invest as much as one 80 00:03:45,480 --> 00:03:49,200 Speaker 3: billion in the AI company pool side, and all that said, 81 00:03:49,240 --> 00:03:51,800 Speaker 3: you also have Jensen Wong saying that he hopes to 82 00:03:51,840 --> 00:03:55,720 Speaker 3: sell the Blackwell chips to customers in China. Someday, okay, 83 00:03:55,800 --> 00:03:56,760 Speaker 3: he total boilers. 84 00:03:57,240 --> 00:03:59,760 Speaker 2: President Trump, you like, it's not gonna happen anytime. 85 00:04:00,240 --> 00:04:02,760 Speaker 3: And originally he did. He said, you know what, I'm 86 00:04:02,760 --> 00:04:04,840 Speaker 3: going to talk with you know, maybe I'll talk with Jijiping. 87 00:04:04,920 --> 00:04:07,920 Speaker 3: And now it just didn't happen. But I mean, earlier 88 00:04:07,920 --> 00:04:10,320 Speaker 3: this week it became, you know, the company to reach 89 00:04:10,360 --> 00:04:13,240 Speaker 3: five trillion dollars in marketing apps. By the way, he 90 00:04:13,360 --> 00:04:16,000 Speaker 3: is now Jensenflong is the ninth richest person. 91 00:04:16,360 --> 00:04:22,240 Speaker 1: See the stockmover's report from Bloomberg Radio. 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