Speaker 1: Bloomberg Audio Studios, podcasts, radio News, The Stock Movers Report,
Speaker 1: your roundup of companies making moves in the stock market,
Speaker 1: harnessing the power of Bloomberg Data.
Speaker 2: Let's take a look at some of the stocks on
Speaker 2: the move today on Paul Sweny alongside at Lexis Christophers,
Speaker 2: and we're joined by Bloomberg's Lisa tayl Lisa, what do
Speaker 2: you out for us?
Speaker 3: All right? I want to start with Amazon taker AMZN.
Speaker 3: Their share has been up as much as thirteen percent.
Speaker 3: I mean, this is an Amazon Web services story. The
Speaker 3: cloud unit posted the strongest growth rate in almost three years.
Speaker 3: Third quarter revenue thirty three billion dollars really ease Investorsphares
Speaker 3: because they were worried that it was losing ground to competitors,
Speaker 3: people like Microsoft's Azure Cloud Business, Alphabet's Google Cloud. Their
Speaker 3: total sales rose about thirteen percent, but a lot of
Speaker 3: it was around AI news. They said, it's shopping chat
Speaker 3: but chatbot Rufus is going to help deliver an additional
Speaker 3: ten billion in annual sales. I haven't seen Rufus roofs yes, I.
Speaker 2: Don't know if I want to see this. I got Alexis,
Speaker 2: I got Siri I needs. What else do I need?
Speaker 2: There's a there's a lot, okay.
Speaker 3: And then finally the CFO was saying that Amazon's invested
Speaker 3: heavily and the data centers are chips right to build
Speaker 3: operate the AI models that can generate the text or
Speaker 3: images automating processes. Cap X rose about sixty one percent
Speaker 3: to a record thirty four point two billion dollars.
Speaker 2: In the quarter.
Speaker 3: Too ironic though, that the AWS outage happened this past week.
Speaker 2: Yes, yeah, good point. But I mean just think of
Speaker 2: the numbers here. This is what blows me away. I've
Speaker 2: been doing this Wall Street stuff for forty years. The
Speaker 2: numbers blow me away. Just today, when a stock opens
Speaker 2: up thirteen percent, that'll be three hundred billion dollars of
Speaker 2: new equity value created for the shareholders. And just the
Speaker 2: flick of switch. And what does it do for mister Bezos? Yeah, exactly, Rich, Rich,
Speaker 2: go is the function. I'll be looking at that, just
Speaker 2: thinking about it. All Right, what else you got?
Speaker 3: Okay? So Apple, ticlar AAPL, their share has been up
Speaker 3: more than two percent. They said it's gonna have a
Speaker 3: jump and sale of the holiday season because of the
Speaker 3: new iPhones, and it really short investors that that product
Speaker 3: is going to be a growth engine for them, because
Speaker 3: they were kind of worried about it. The CFO said,
Speaker 3: revenue in the fiscal first quarter runs through December, it's
Speaker 3: going to rise by ten percent to twelve percent. He said,
Speaker 3: it's going to be our best iPhone quarter ever, so
Speaker 3: really behind it. If you look at the iPhone, I
Speaker 3: mean the new one, They updated the designs, they introduced
Speaker 3: this like ultra thin model called the Air, so there
Speaker 3: have been some up to to it. The lineup is
Speaker 3: the company's biggest money maker, accounting for roughly half of
Speaker 3: its revenue. So it's a big big I'm product buying it.
Speaker 2: You're still with my iPhone fifteen pro, thank you very much. Well.
Speaker 3: All made fun of me the other day because he
Speaker 3: asked for a charger and I gave him mind and
Speaker 3: he has the new one.
Speaker 1: And he's like, what is this?
Speaker 2: I mean, what are you doing to me? Alexis. He
Speaker 2: asked about Jeff Bezos. He is when you go to rich,
Speaker 2: go of the richest folks out there in the world.
Speaker 2: He ranks number three, two hundred and forty six billion dollars.
Speaker 2: If the stock opens up, say ten percent, he'll still
Speaker 2: be number three, but that's okay. Larry Ellison's number two
Speaker 2: with three hundred and sixteen billion, and Elon Musk is
Speaker 2: number one. It was four hundred and fifty six billion dollars,
Speaker 2: so there you go. Yeah, it could be more of a topsation.
Speaker 2: Mary Elson's had six. Larry Elson's had the best year
Speaker 2: in terms of net worth increase, one hundred and twenty
Speaker 2: four billion dollars a net increase in his net worth
Speaker 2: this year, so good for him.
Speaker 3: Gosh, oh gosh, let's go to someone else's doing but
Speaker 3: another Jensen Wong. Huh oh yeah, just another good one.
Speaker 3: Let's hit in video ticker MVTA. There just shares has
Speaker 3: been up more than two percent. So there's been actually
Speaker 3: a number of Nvidia deals and Vidy's going to supply
Speaker 3: more than two hundred and sixty thousand AI chips the
Speaker 3: Samsung Hyundai x SK group. These are deals broken with
Speaker 3: South Korea's government. Then on top of that, you have
Speaker 3: sources saying and Vidia's gonna invest as much as one
Speaker 3: billion in the AI company pool side, and all that said,
Speaker 3: you also have Jensen Wong saying that he hopes to
Speaker 3: sell the Blackwell chips to customers in China. Someday, okay,
Speaker 3: he total boilers.
Speaker 2: President Trump, you like, it's not gonna happen anytime.
Speaker 3: And originally he did. He said, you know what, I'm
Speaker 3: going to talk with you know, maybe I'll talk with Jijiping.
Speaker 3: And now it just didn't happen. But I mean, earlier
Speaker 3: this week it became, you know, the company to reach
Speaker 3: five trillion dollars in marketing apps. By the way, he
Speaker 3: is now Jensenflong is the ninth richest person.
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