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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 1: I'm Carol Masser along with Tim Stenevic. Let's get to

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Speaker 1: some stocks on the move. For that, we're joined by

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Speaker 1: Bloomberg News Equities reporter and deputy team leader for US

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Speaker 1: Equities Carmen Rhinikey. We're just going to steal one little

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Speaker 1: spotlight because we've been watching in Vidia in the aftermarket

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Speaker 1: stock just a hair lower, But we did have a

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Speaker 1: headline that we thought was kind of interesting for the

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Speaker 1: Bloomberg audience, and that is the US is mulling capping

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Speaker 1: Nvidia h two hundred sales and seventy five thousand per

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Speaker 1: Chinese buyer, and so I think that is a little

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Speaker 1: bit less than what this is what I guess Nvidia

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Speaker 1: can export to any one Chinese company capping.

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Speaker 3: At seventy five thousand per buyer.

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Speaker 2: They sell a lot of.

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Speaker 1: Chips, they do. Yeah, and this is the number of

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Speaker 1: AI accelerators at Nvidia can export to anyone Chinese company,

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Speaker 1: which would further constrain and Video's entry re entry into

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Speaker 1: what is a very important market for them, So keeping

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Speaker 1: it on that one, Yeah, we're keeping an eye on that,

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Speaker 1: But take it away. You've got some names that you've

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Speaker 1: been watching.

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Speaker 3: On in video as well. Though it's interesting to see

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Speaker 3: it really not that much lower because they've definitely had

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Speaker 3: trouble on the are their Chinese buyers side, So I'll

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Speaker 3: definitely be watching that as that continues. But what I'm

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Speaker 3: watching also in after hours is Mango dB. So this

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Speaker 3: is ticker MDB. Shares are down twenty four percent right now.

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Speaker 3: So this is a software name. It's already gotten pretty

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Speaker 3: beaten up this year in the broader software sell off.

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Speaker 3: But they had earnings tonight that included a full year

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Speaker 3: revenue forecast that was weaker than expected and an outlook

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Speaker 3: for adjusted first quarter earnings that also fell below what

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Speaker 3: Wall Street expected. So just yeah, not a great quarter

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Speaker 3: for Mango dB. And again just under this umbrella of

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Speaker 3: overall software weakness that is already really really affected.

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Speaker 1: Two already this year, so it's going to be quite

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Speaker 1: a haircut if that continues into tomorrow's trade.

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Speaker 3: We're next, Yeah, so let's go to defense stocks. The

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Speaker 3: first one I wanted to look at is Palenteering, So

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Speaker 3: this is actually how it moved today, So it ended

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Speaker 3: up the day five point eight percent higher. It's a

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Speaker 3: ticker PLTR. This was its best day in over a month,

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Speaker 3: and it's definitely getting some shine from investors over the

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Speaker 3: tensions in the Middle East. So obviously this is an

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Speaker 3: important defense stock. It's been very beaten up as well.

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Speaker 3: It's down still about thirty percent from its all time high.

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Speaker 3: The other thing that's interesting here is that like Wall

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Speaker 3: Street is kind of buying back in. So not only

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Speaker 3: is the average price target out of the highest that

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Speaker 3: we've seen, the number of buy ratings is actually the

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Speaker 3: highest that we've seen on Pollenteer. It's it's twenty right

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Speaker 3: now according to Bloomberg Data. So that was when I

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Speaker 3: specifically wanted to.

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Speaker 1: Point out forty percent of revenue comes from the US government. Yeah,

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Speaker 1: pretty interesting, it's a lot.

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Speaker 3: What else, Yeah, So sticking with the defence stocks and

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Speaker 3: wanted to look at North of Grimman, so this is NOC.

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Speaker 3: Shares were up six percent today. This closed out a

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Speaker 3: record high and it was the best performer on this

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Speaker 3: in P five hundred. Also getting a lift here because

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Speaker 3: of tensions in the Middle East. We've seen defense stocks

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Speaker 3: do really well over the last year, so just getting

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Speaker 3: another bump today. I mean this was also a long

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Speaker 3: you know, Lockheed Martin, RTX, you know, Kratos, Aero Vironment,

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Speaker 3: so a really broad you know, swaths of.

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Speaker 1: Stocks really been a sector on fire, no pun intended,

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Speaker 1: certainly last year, but it continues into twenty twenty six.

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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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