WEBVTT - Robinhood Rises, Super Micro Computer Drops, Oracle Gains With Focus on Data Center Projects  On this episode of Stock Movers:

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The Stock Movers Report, your roundup of companies making moves

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<v Speaker 2>in the stock market, harnessing the power of Bloomberg data.

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<v Speaker 3>Take a look at some of the stocks on the

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<v Speaker 3>moves today.

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<v Speaker 1>We can do that with Bloomberg. Christine Christian, what are

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<v Speaker 1>you looking at today? Well, Paul, I'm looking at a

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<v Speaker 1>green stock today and that is Robinhood ticker Hood. Those

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<v Speaker 1>shares are up more than six percent, very some opening games,

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<v Speaker 1>but still very much in the green today, and that

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<v Speaker 1>is because of its latest data on prediction markets volumes.

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<v Speaker 1>Apparently there may volume four. Those prediction markets contracts are

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<v Speaker 1>at three point nine billions, is up twenty two percent

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<v Speaker 1>from April, and that is reason enough for Goldman, for instance,

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<v Speaker 1>to raise its price target on the stock to one

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<v Speaker 1>hundred and eight from one hundred and five, currently trading

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<v Speaker 1>at eighty eight ninety three, so that's quite a premium

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<v Speaker 1>on its current share price. Canter all so similarly positive

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<v Speaker 1>on that prediction market's metric, and they have raised their

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<v Speaker 1>targets on the stock to one hundred and ten from

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<v Speaker 1>one hundred dollars previously. Canter also seeing that this prediction

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<v Speaker 1>market venture will raise robin Hood's net revenue by two

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<v Speaker 1>percent this year and four percent by twenty twenty eight.

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<v Speaker 3>So all this AI stuff that ain't cheap, so super

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<v Speaker 3>Micro they have to dilute their shares to raise more

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<v Speaker 3>money than by this stuff. As an investor, I wouldn't

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<v Speaker 3>be too happy if they're diluting my existing shares.

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<v Speaker 1>Absolutely, John, that and that is very much a reaction

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<v Speaker 1>in markets. Today's super Micro took her SMCI. Those shares

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<v Speaker 1>are down now more than sixteen percent, so extending some

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<v Speaker 1>of the opening losses that we're seeing today. And again, yeah,

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<v Speaker 1>as you mentioned right, the company is going to plan

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<v Speaker 1>seven billion dollars in equity and equity link financing transactions

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<v Speaker 1>because they want to satisfy orders for AAR servers that

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<v Speaker 1>has now amounted to thirty nine billion dollars. So that's

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<v Speaker 1>going to be a lot of money that they're going

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<v Speaker 1>to need to fulfill those orders. And exactly right, John,

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<v Speaker 1>I mean a lot of the word industry is very

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<v Speaker 1>much about worries over to share dilution impact. Bloomberg Intellleiges

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<v Speaker 1>analyst Woojenh saying that you know what, though it will

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<v Speaker 1>dilute near term aps, yes, but it does also signal

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<v Speaker 1>that AI demand could let fiscal revenue for twenty twenty

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<v Speaker 1>seven above the fifty billion dollar consensus. So maybe some

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<v Speaker 1>short term pain and then long term gain that we're

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<v Speaker 1>looking at here.

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<v Speaker 2>All right, Wood just coming on in a couple of minutes,

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<v Speaker 2>we'll talk to them about that one more.

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<v Speaker 1>All right, let's take a look at Oracle today earnings

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<v Speaker 1>after the bell, of course, Dick or o RCL. Those

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<v Speaker 1>shares are up about at the moment one point four percent,

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<v Speaker 1>so not doing too shabby, right. The big question for

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<v Speaker 1>the release, of course is how quickly can a company

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<v Speaker 1>get its massive AI data center projects built and so

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<v Speaker 1>in focus of course their cloud infrastructure sales that's projected

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<v Speaker 1>to have increased about ninety one percent to five point

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<v Speaker 1>seventy two billion in the fiscal fourth quarter, and of

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<v Speaker 1>course we have Bloomerg Intelligence Ana Rogrono wagh In. You

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<v Speaker 1>also need to apparently watch Oracle's ability to bring additional

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<v Speaker 1>GPU capacity online. That is going to be an important

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<v Speaker 1>determinant of its fiscal twenty twenty seven MNDIA.

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<v Speaker 2>Site the Stockmovers report from Bloomberg Radio. Check back with

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