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Speaker 1: Bloomberg Audio Studios, Podcasts, Radio News.

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Speaker 2: This is the closing bell on the stock mover's report

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Speaker 2: the companies making moves at the close of US trading

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Speaker 2: with Carol Masser, Tim Stenebeck, Romain Bostik, and Katie Greifel.

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Speaker 3: All right, guys, let's go to some of the individual gainers.

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Speaker 3: Taking a look at Uber and Lyft, both higher in

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Speaker 3: today's session. Uber up about four point two percent, lift

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Speaker 3: again of about three point eight percent, both of them

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Speaker 3: rising as the right share firms and Nvidia announced separate

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Speaker 3: autonomous vehicle partnerships. RBC Capital Markets weigh in, noting the

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Speaker 3: two Uber and Vidia expanded their partnership and they're saying

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Speaker 3: that LIFTSPAC focuses on the company adopting their Nvidia's accelerated

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Speaker 3: computing capabilities building a next generation mapping platform. Both of

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Speaker 3: the announcements reinforcing RBC's view that the right healing companies

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Speaker 3: will have a durable moat when bringing together many av

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Speaker 3: providers for optimized utilization on a platform that runs a

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Speaker 3: complex combination.

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Speaker 1: Guy or something, what's happening.

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Speaker 4: It's like it's like a press relase a linked.

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Speaker 3: Anyway. Uber is going to launch a global fleet of

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Speaker 3: nvideo software driven autonous vehicles across twenty eight cities globally

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Speaker 3: by twenty twenty eight. Let's move on, shall we.

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Speaker 1: All right, let's talk about.

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Speaker 4: Oh, yeah, those things are great.

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Speaker 3: Have you not done a WEAIMO yet? Yeah?

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Speaker 1: I did want?

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Speaker 2: Okay? Yeah?

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Speaker 3: Have you Isabelle?

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Speaker 1: No, I think I'll stick to a car duron by

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Speaker 1: a human.

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Speaker 4: No, you want?

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Speaker 3: You will love it?

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Speaker 4: You love it?

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Speaker 3: No going back, really just telling you, all right, let's

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Speaker 3: get to airlines real quickly. S and p airlines Supercomposite

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Speaker 3: Airlines industry index up about four point one percent today.

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Speaker 3: We really have seen the airlines come out and talking

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Speaker 3: about strong booking trends as travelers are buying tickets before

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Speaker 3: rising fuel costs increase fares. Delta also offering an encouraging

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Speaker 3: signal about the strength of the economy after raising its

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Speaker 3: forecast for revenue for the first three months of twenty

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Speaker 3: twenty six. It said it seemed demand to fly accelerating

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Speaker 3: to march on both businesses and households. American Airlines also

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Speaker 3: up after saying it's also likely to report stronger growth

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Speaker 3: in revenue for the start of the year than it

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Speaker 3: had forecast earlier. So take a look, guys. We're looking

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Speaker 3: at delta up about six and a half percent as like.

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Speaker 1: The ultimate hedge, right that if you can afford it,

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Speaker 1: because you're going to pay more for tickets, do you

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Speaker 1: just buy like the airline stocks as a hedge the

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Speaker 1: sort offset how much ay are going to gallage us

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Speaker 1: over the next few months? Am I allowed to say that? Well,

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Speaker 1: you already did. Move it along?

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Speaker 3: Moving along, all.

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Speaker 4: Right, Let's talk a little bit about some of the

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Speaker 4: prominent decliners today. One of the worst performers on a

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Speaker 4: percentage basis in the S and P five hundred today

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Speaker 4: was Eli Lilly Tickery. HSBC turned bearish on the stock.

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Speaker 4: It said investor expectations for weight loss drugs are overinflated.

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Speaker 4: Bankers at the analysts at the company, I should say,

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Speaker 4: cut the drug maker to reduce and slash their price

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Speaker 4: target on the stock to eight hundred and fifty dollars

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Speaker 4: right now trading at nine hundred and thirty dollars. It

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Speaker 4: said that Wall Street is too optimistic on Lily. Shares

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Speaker 4: fell today by close to six percent. Also taking a

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Speaker 4: look at Nvidia on day two of GtC. That's in

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Speaker 4: Vidia's Developer conference taking place in Santase, California. Jensen Wong

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Speaker 4: said that trillion dollar projection that we talked about yesterday,

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Speaker 4: that was for AI chip sales and it doesn't capture

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Speaker 4: other product offerings, even though that is the majority of

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Speaker 4: the company's business. He expressed strong confidence of one trillion

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Speaker 4: dollars plus in business that the company expects to close

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Speaker 4: book and to ship. The company plans to shift more

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Speaker 4: of its cash for investor returns such as buybacks and

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Speaker 4: dividends during the second half of the year. Shares of

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Speaker 4: Video fel today by about seven tenths of one percent,

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Speaker 4: and then Nebius Group. Look at this, Nebius Group. This

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Speaker 4: is a This has been on a tear this year,

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Speaker 4: down ten point four percent. This after the company said

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Speaker 4: it intends to raise about three point seventy five billion

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Speaker 4: dollars in convertible debt to use for its data center

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Speaker 4: expansion and to purchase customized chips. Nebia shares fell. The

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Speaker 4: stock closed up fifteen percent yesterday. That gave the company

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Speaker 4: a market value of roughly thirty three billion dollars. This

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Speaker 4: is one of the neo cloud providers.

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Speaker 1: Yeah. Interesting, and we'll just check in on yield. It's

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Speaker 1: not a whole lot going on there, In fact, a

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Speaker 1: bit of calm in the treasury space. Here. You saw

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Speaker 1: yields just slightly lower across the boardly so on the

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Speaker 1: longer end of the curve, down by one to two

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Speaker 1: basis points. Of course, the Fed kicking off as two

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Speaker 1: day policy meeting earlier today. The Fed decides that decision

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Speaker 1: two pm Washington time tomorrow.

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Speaker 3: All right, guys, let's get too Docu signed just crossing

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Speaker 3: the Bloomberg terminal, popping up about five. It's bouncing around,

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Speaker 3: but it's definitely ralling here in the aftermarket, all right.

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Speaker 3: Their earnings just crossing the Bloomberg. Let's get to at

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Speaker 3: fourth quarter revenue. It is a beat eight hundred and

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Speaker 3: thirty six point nine million the street estimate eight hundred

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Speaker 3: twenty eight point two million. Fourth quarter subscription revenue also

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Speaker 3: coming in better than what the street was expecting, eight

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Speaker 3: hundred and nineteen million dollars versus the street estimate of

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Speaker 3: eight hundred and ten point five four million. Docu Son

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Speaker 3: announcing a two billion dollar increase to its share repurchase program.

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Speaker 3: And then let's go to fourth quarter adjusted EPs. That

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Speaker 3: two came in six cents better than what the street

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Speaker 3: was expecting at remain a dollar one a share.

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Speaker 1: Yeah, and this of course is one of those stocks

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Speaker 1: that kind of got battered around. I think it was

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Speaker 1: down something like thirty percent this year coming in to

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Speaker 1: today because of some of the concerns about disruption in

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Speaker 1: the AI space. Here, so interesting to see here. If

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Speaker 1: they are finally at least in the eyes of investors,

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Speaker 1: I'll back on track tim.

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Speaker 4: Well, speaking of back on track, Lululemon, that's what investors

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Speaker 4: want to see when it comes to Lululemon after Calvin

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Speaker 4: McDonald's stuff stepped aside earlier shares down by about one

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Speaker 4: point seven percent, now hire by just about half a

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Speaker 4: percentage point. Fourth quarter earnings per share did beat estimates

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Speaker 4: in terms of numbers. Fourth quarter EPs coming in at

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Speaker 4: five dollars and one cent that beat estimates of four

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Speaker 4: dollars and seventy eight cents. Fourth quarter net revenue coming

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Speaker 4: in above estimates at three point six to four billion dollars.

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Speaker 4: Gross margin for the fourth quarter barely beat revenues fifty

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Speaker 4: four point nine percent. Fourth quarter international comp sales excluding

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Speaker 4: FX was up sixteen percent that beat estimates. In America's

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Speaker 4: comp sales excluded FX that was down two percent, but

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Speaker 4: the estimate was for down more than four percent. As

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Speaker 4: far as the outlook, here the numbers. The company sees

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Speaker 4: fiscal year net revenue eleven point three five to eleven

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Speaker 4: point five billion. The estimate was for eleven point five billion,

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Speaker 4: so it's the upper range of the forecast. Did reach

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Speaker 4: that estimate. Lou Lemon shares down about one half of

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Speaker 4: one percent in the after hours.

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Speaker 2: The Stockmover's report from Bloomberg Radio. Check back with us

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Speaker 2: throughout the day for the latest roundup of companies making

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Speaker 2: news on Wall Street and for the latest market moving headlines.

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