1 00:00:02,520 --> 00:00:07,000 Speaker 1: Bloomberg Audio Studios, Podcasts, radio News. 2 00:00:08,520 --> 00:00:12,440 Speaker 2: The Stock Movers report, your roundup of companies making moves 3 00:00:12,440 --> 00:00:15,880 Speaker 2: in the stock market, harnessing the power of Bloomberg Data. 4 00:00:16,920 --> 00:00:19,799 Speaker 3: I'm Jim Steadebeck along with Carol Masser. Let's take a 5 00:00:19,800 --> 00:00:22,080 Speaker 3: look at some stocks on the move. We're joined by 6 00:00:22,079 --> 00:00:26,520 Speaker 3: Bloomberg News Equities reporter Natalia Kenny Javich. Natalia, A lot 7 00:00:26,600 --> 00:00:27,800 Speaker 3: happening in the after hours. 8 00:00:28,160 --> 00:00:30,440 Speaker 4: A lot, So let's start with some of the latest 9 00:00:30,480 --> 00:00:36,160 Speaker 4: news on Warner Brosers. The ticker is WBD. Bloomberg News 10 00:00:36,200 --> 00:00:40,839 Speaker 4: just reported that the company got second round of bits today, 11 00:00:40,920 --> 00:00:44,480 Speaker 4: including mostly cash offer from Netflix. So we're watching these 12 00:00:44,479 --> 00:00:49,760 Speaker 4: two stocks and Bloomberg sources told Bloomberg that bankers for 13 00:00:49,960 --> 00:00:53,920 Speaker 4: Paramount Skydiance and Comcast and Netflix worked over the long 14 00:00:53,960 --> 00:00:58,800 Speaker 4: things given weekend to improve this offer. We know that 15 00:00:58,880 --> 00:01:03,880 Speaker 4: officially the company to cell phone sale in October. So 16 00:01:04,000 --> 00:01:06,040 Speaker 4: this is kind of a development story and we will 17 00:01:06,040 --> 00:01:08,600 Speaker 4: see how this plays out. Maybe we'll hear more later 18 00:01:08,640 --> 00:01:09,039 Speaker 4: this week. 19 00:01:09,120 --> 00:01:11,000 Speaker 1: Yeah, we know, like this is something we've been following 20 00:01:11,080 --> 00:01:11,759 Speaker 1: now for a while. 21 00:01:11,920 --> 00:01:15,920 Speaker 3: Everybody else was watching Netflix and HBO. The bankers were. 22 00:01:15,720 --> 00:01:19,560 Speaker 1: Working exactly there were a lot of bankers busy over 23 00:01:19,600 --> 00:01:22,200 Speaker 1: the weekend. It really works because there's a lot of 24 00:01:22,200 --> 00:01:22,800 Speaker 1: stuff that happened. 25 00:01:22,840 --> 00:01:24,360 Speaker 3: Let's play you get paid the big Bucks, Carol. 26 00:01:24,440 --> 00:01:28,039 Speaker 1: That is indeed. Hey, another name that we're watching in 27 00:01:28,080 --> 00:01:36,200 Speaker 1: the aftermarket Mango dB and this one popping about sixteen 28 00:01:36,360 --> 00:01:38,160 Speaker 1: seventeen percent here, let me just pull it up on 29 00:01:38,200 --> 00:01:42,679 Speaker 1: my Bloomberg. Yeah, popping up about sixteen percent as we 30 00:01:42,720 --> 00:01:46,160 Speaker 1: speak here in the aftermarket. And this is because of 31 00:01:46,240 --> 00:01:48,120 Speaker 1: the company's outlook, very upbeat. 32 00:01:48,320 --> 00:01:50,600 Speaker 3: Yeah. The company forecast revenue for the first quarter, the 33 00:01:50,640 --> 00:01:54,360 Speaker 3: guidance beat the average analyst estimate. The company sees revenue 34 00:01:54,760 --> 00:01:57,520 Speaker 3: for the fourth quarter coming in between six and sixty 35 00:01:57,560 --> 00:02:01,280 Speaker 3: five and seventy million dollars, the most for six hundred 36 00:02:01,320 --> 00:02:03,200 Speaker 3: and twenty seven million dollars. 37 00:02:03,320 --> 00:02:04,800 Speaker 1: Yeah, And this is a stock that's been on a 38 00:02:04,840 --> 00:02:07,680 Speaker 1: tear in twenty twenty five. It's up about forty one 39 00:02:07,680 --> 00:02:10,680 Speaker 1: percent year to date. So that's another one moving in 40 00:02:10,720 --> 00:02:15,200 Speaker 1: the aftermarket. There was a big name that moved in 41 00:02:15,240 --> 00:02:16,400 Speaker 1: the regular trade today. 42 00:02:16,960 --> 00:02:21,160 Speaker 4: Yes, since early morning, we've been following our shares of Synopsis, 43 00:02:21,160 --> 00:02:26,200 Speaker 4: the tickets, s andps. We see that the stock finished 44 00:02:26,200 --> 00:02:29,200 Speaker 4: the day almost five percent higher. This is of course 45 00:02:29,639 --> 00:02:33,200 Speaker 4: often used that in Nvidia invested about two billion dollars, 46 00:02:33,200 --> 00:02:36,600 Speaker 4: so it is one of the largest providers of software 47 00:02:37,800 --> 00:02:42,560 Speaker 4: and it used by almost anyone who also designs chips 48 00:02:43,120 --> 00:02:46,720 Speaker 4: and as our very own at Ladlow pointed out earlier today, 49 00:02:46,800 --> 00:02:49,440 Speaker 4: in Nvidia could use Synopsis as a kind of sales 50 00:02:49,560 --> 00:02:54,600 Speaker 4: channel because when clients could would want to use Synopsis services, 51 00:02:54,600 --> 00:02:57,639 Speaker 4: they could also use them together with Nvidia chips. Keep 52 00:02:57,680 --> 00:02:59,640 Speaker 4: in mind, guys, that the stock has been down by 53 00:02:59,680 --> 00:03:04,080 Speaker 4: almost fourteen percent through the end of last week. Today 54 00:03:04,120 --> 00:03:05,480 Speaker 4: we see a big gain, so they. 55 00:03:05,360 --> 00:03:08,040 Speaker 3: Got theyre just spending money everywhere. 56 00:03:08,720 --> 00:03:10,480 Speaker 1: Synopsis the number one gainer in the s and P 57 00:03:10,600 --> 00:03:12,519 Speaker 1: five hundred and Nastek one hundred today. 58 00:03:12,960 --> 00:03:15,280 Speaker 3: Okay, well, let's end aments a stock in the red 59 00:03:15,560 --> 00:03:18,320 Speaker 3: on the day today Shopify. 60 00:03:17,960 --> 00:03:20,520 Speaker 4: The ticker is shop At. The stock is done by 61 00:03:20,560 --> 00:03:24,200 Speaker 4: almost six percent. This is another kind of reading on 62 00:03:24,400 --> 00:03:28,680 Speaker 4: US consumers. Today we saw that Oppenheimer analysts told that 63 00:03:28,760 --> 00:03:33,840 Speaker 4: the pace of spending at e commerce company moderated through Sunday. 64 00:03:33,919 --> 00:03:36,720 Speaker 4: During this Black Friday period, they say that there was 65 00:03:36,720 --> 00:03:39,960 Speaker 4: a twenty five percent growth in sales, which in total 66 00:03:40,360 --> 00:03:43,160 Speaker 4: was about six point two billion dollars, but that was 67 00:03:43,280 --> 00:03:48,200 Speaker 4: below consensus. I looked at another data from Adobe Analytics 68 00:03:48,320 --> 00:03:52,320 Speaker 4: on Thanksgiving and Black Friday, they saw sales increase by 69 00:03:52,400 --> 00:03:55,640 Speaker 4: five to nine percent, down from nine to ten percent 70 00:03:55,720 --> 00:03:58,080 Speaker 4: a year ago. So kind of a mixed picture on 71 00:03:58,240 --> 00:04:00,000 Speaker 4: US consumers. 72 00:04:00,200 --> 00:04:02,920 Speaker 1: Like there's some hesitation. And we had a conversation about 73 00:04:03,320 --> 00:04:06,960 Speaker 1: private credit specifically from the folks over at oak Tree, 74 00:04:07,080 --> 00:04:09,840 Speaker 1: and just concerns about making some deals maybe in the 75 00:04:09,880 --> 00:04:13,400 Speaker 1: consumer discretionary space because worried about maybe some of the 76 00:04:13,400 --> 00:04:17,440 Speaker 1: credit card debt defaults in particular. So yeah, we'll see 77 00:04:17,440 --> 00:04:18,560 Speaker 1: when everything is said and done. 78 00:04:18,839 --> 00:04:21,400 Speaker 3: Dana Telsey too, weigh in on that a little earlier. Yeah, 79 00:04:21,480 --> 00:04:24,480 Speaker 3: but she seemed she was some cautious Yeah, i'd say 80 00:04:24,480 --> 00:04:26,839 Speaker 3: glasses half full. Yeah, cautiously optimistic. 81 00:04:26,920 --> 00:04:27,880 Speaker 1: Cautiously optimistic. 82 00:04:27,960 --> 00:04:30,200 Speaker 3: She said, the retailers that are coming out with new 83 00:04:30,200 --> 00:04:32,320 Speaker 3: stuff that people want, get people through the door, and 84 00:04:32,360 --> 00:04:34,080 Speaker 3: the experience. As I was surprised to hear what she 85 00:04:34,120 --> 00:04:37,719 Speaker 3: said about the coffee shops and the restaurants. Is the 86 00:04:37,760 --> 00:04:39,240 Speaker 3: Polu bar the one that started it all? 87 00:04:39,520 --> 00:04:40,760 Speaker 1: Oh, I don't know, is it? 88 00:04:40,800 --> 00:04:43,479 Speaker 3: I don't know. I've never been, but well, Ralph's Coffee 89 00:04:43,480 --> 00:04:46,560 Speaker 3: Taya says, which shops coffee? She would know, Yes, she 90 00:04:46,600 --> 00:04:46,919 Speaker 3: would know. 91 00:04:47,040 --> 00:04:48,839 Speaker 1: She just shopping or so we hear. 92 00:04:50,279 --> 00:04:54,320 Speaker 2: This stock mover's report from Bloomberg Radio. Check back with 93 00:04:54,400 --> 00:04:56,960 Speaker 2: us throughout the day for the latest roundup of companies 94 00:04:57,040 --> 00:04:59,920 Speaker 2: making news on Wall Street and for the latest mark 95 00:05:00,240 --> 00:05:04,640 Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube, 96 00:05:04,720 --> 00:05:08,200 Speaker 2: Bloomberg dot com, and on Applecarplay and Android Auto with 97 00:05:08,279 --> 00:05:09,760 Speaker 2: the Bloomberg Business app.