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Speaker 1: Bloomberg Audio Studios, podcasts, radio news, The.

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Speaker 2: Stock Movers Report, your roundup of companies making moves in

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

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Speaker 3: Let's take a look at some of the stocks on

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Speaker 3: the move today on Paul Suenia alongside Scarlett Fu I'm

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Speaker 3: returned by Bloomberg's Christina. Christine, what are you looking at?

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Speaker 1: Well, we have to take a look at Nvideo Poul,

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Speaker 1: of course, and Lisa gave us some of the headlines already.

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Speaker 1: But yes, those shares again edging lower here minus you

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Speaker 1: percent now, so take her MVDA and yeah, so let's recap, right,

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Speaker 1: The top line from the results overnight is that is

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Speaker 1: slightly disappointing. I mean, they're still forecasting sales of fifty

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Speaker 1: four billion in fiscal third quarter. That is actually in

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Speaker 1: line with street estimates. But the problem is Nvidia always

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Speaker 1: crumbles under the weight of very very lofty expectations, and

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Speaker 1: that number is actually lower than some of the top

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Speaker 1: end forecasts. Right, and the data center revenue more forty

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Speaker 1: one point one billion, nothing to scoff at, absolutely, but

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Speaker 1: still slightly below the average estimate. Of course, Lisa mentioned

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Speaker 1: as well the latest news is the potential for the

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Speaker 1: company to sell Blackwell AI chips to China and then

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Speaker 1: giving the US a cut of those sales. We did

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Speaker 1: hear from CFO Collect Cress yesterday in an interview saying

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Speaker 1: that the US government hasn't even indicated how they will

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Speaker 1: put those regulations in place and what the structure is

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Speaker 1: going to be so that the chip maker can make

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Speaker 1: the payments. That is very much still up in the air.

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Speaker 1: So all questions around how that's going to play out

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Speaker 1: probably weighing on the shares today as well.

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Speaker 4: And you're also looking at CrowdStrike a very different story there.

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Speaker 1: That's right, it's Carl. It's the CrowdStrike actually recovering from

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Speaker 1: some of its opening declients. So TICK or CRWD shares

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Speaker 1: are now up slightly nine tens a one percent earlier

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Speaker 1: that was in the red. And we did get their

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Speaker 1: third quarter revenue forecast slightly below estimates, but you know,

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Speaker 1: it is mostly in line one point twenty one to

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Speaker 1: one point twenty two billion forecast for the third quarter.

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Speaker 1: They're also looking at a twenty twenty six estimate that

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Speaker 1: is right around expectations for seventy five to for eighty

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Speaker 1: one billion bluebrig intelligence, though, signing a bit more cautious

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Speaker 1: on that socks. So they're saying that their softer new

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Speaker 1: annual recurring revenue growth might actually be reflective of slower

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Speaker 1: or limited customer editions, and that could limit the point

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Speaker 1: at which they could grow because new customer gains is

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Speaker 1: just slowing.

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Speaker 3: All right, best by what's happening there?

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Speaker 1: Best by? So those shares to kerbb, why extending those

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Speaker 1: opening declines there? That's not down more than three percent.

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Speaker 1: So again best Buy reaffirming their comparable sales forecast. But

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Speaker 1: that's not good enough for investors because other retailers like

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Speaker 1: Calls for instance, lifted their outlook. And of course we

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Speaker 1: did hear again a line about tariffs. They're saying that

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Speaker 1: terariffs will continue to weigh in its business, especially ahead

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Speaker 1: of that crucial holiday shopping season. Once we're learning for

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Speaker 1: best Buy is releases like the Nintendo switch to that

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Speaker 1: helped offset some of the drop in home futer equipment

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Speaker 1: installations and all that stuff. And of course their sales

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Speaker 1: growth snap a streak of fourteen straight quarterly declines, So.

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Speaker 4: You got to wonder whether this is a pause or

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Speaker 4: this is an actual true turn we.

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Speaker 3: Saw some Dollar General some of other off price retailers

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Speaker 3: doing pretty well. People are still spending, I guess, but

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Speaker 3: spending with the costs in mind.

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Speaker 4: Absolutely yeah. And the question is whether Dollar General those

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Speaker 4: kinds of companies need to change the selection they offer

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Speaker 4: to keep those higher income consumers.

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Speaker 2: The Stock Movers 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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