WEBVTT - Netflix Fluctuates, MongoDB Soars, Shopify Dips

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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>I'm Jim Steadebeck along with Carol Masser. Let's take a

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<v Speaker 3>look at some stocks on the move. We're joined by

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<v Speaker 3>Bloomberg News Equities reporter Natalia Kenny Javich. Natalia, A lot

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<v Speaker 3>happening in the after hours.

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<v Speaker 4>A lot, So let's start with some of the latest

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<v Speaker 4>news on Warner Brosers. The ticker is WBD. Bloomberg News

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<v Speaker 4>just reported that the company got second round of bits today,

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<v Speaker 4>including mostly cash offer from Netflix. So we're watching these

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<v Speaker 4>two stocks and Bloomberg sources told Bloomberg that bankers for

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<v Speaker 4>Paramount Skydiance and Comcast and Netflix worked over the long

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<v Speaker 4>things given weekend to improve this offer. We know that

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<v Speaker 4>officially the company to cell phone sale in October. So

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<v Speaker 4>this is kind of a development story and we will

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<v Speaker 4>see how this plays out. Maybe we'll hear more later

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<v Speaker 4>this week.

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<v Speaker 1>Yeah, we know, like this is something we've been following

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<v Speaker 1>now for a while.

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<v Speaker 3>Everybody else was watching Netflix and HBO. The bankers were.

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<v Speaker 1>Working exactly there were a lot of bankers busy over

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<v Speaker 1>the weekend. It really works because there's a lot of

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<v Speaker 1>stuff that happened.

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<v Speaker 3>Let's play you get paid the big Bucks, Carol.

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<v Speaker 1>That is indeed. Hey, another name that we're watching in

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<v Speaker 1>the aftermarket Mango dB and this one popping about sixteen

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<v Speaker 1>seventeen percent here, let me just pull it up on

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<v Speaker 1>my Bloomberg. Yeah, popping up about sixteen percent as we

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<v Speaker 1>speak here in the aftermarket. And this is because of

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<v Speaker 1>the company's outlook, very upbeat.

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<v Speaker 3>Yeah. The company forecast revenue for the first quarter, the

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<v Speaker 3>guidance beat the average analyst estimate. The company sees revenue

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<v Speaker 3>for the fourth quarter coming in between six and sixty

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<v Speaker 3>five and seventy million dollars, the most for six hundred

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<v Speaker 3>and twenty seven million dollars.

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<v Speaker 1>Yeah, And this is a stock that's been on a

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<v Speaker 1>tear in twenty twenty five. It's up about forty one

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<v Speaker 1>percent year to date. So that's another one moving in

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<v Speaker 1>the aftermarket. There was a big name that moved in

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<v Speaker 1>the regular trade today.

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<v Speaker 4>Yes, since early morning, we've been following our shares of Synopsis,

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<v Speaker 4>the tickets, s andps. We see that the stock finished

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<v Speaker 4>the day almost five percent higher. This is of course

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<v Speaker 4>often used that in Nvidia invested about two billion dollars,

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<v Speaker 4>so it is one of the largest providers of software

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<v Speaker 4>and it used by almost anyone who also designs chips

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<v Speaker 4>and as our very own at Ladlow pointed out earlier today,

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<v Speaker 4>in Nvidia could use Synopsis as a kind of sales

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<v Speaker 4>channel because when clients could would want to use Synopsis services,

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<v Speaker 4>they could also use them together with Nvidia chips. Keep

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<v Speaker 4>in mind, guys, that the stock has been down by

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<v Speaker 4>almost fourteen percent through the end of last week. Today

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<v Speaker 4>we see a big gain, so they.

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<v Speaker 3>Got theyre just spending money everywhere.

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<v Speaker 1>Synopsis the number one gainer in the s and P

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<v Speaker 1>five hundred and Nastek one hundred today.

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<v Speaker 3>Okay, well, let's end aments a stock in the red

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<v Speaker 3>on the day today Shopify.

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<v Speaker 4>The ticker is shop At. The stock is done by

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<v Speaker 4>almost six percent. This is another kind of reading on

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<v Speaker 4>US consumers. Today we saw that Oppenheimer analysts told that

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<v Speaker 4>the pace of spending at e commerce company moderated through Sunday.

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<v Speaker 4>During this Black Friday period, they say that there was

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<v Speaker 4>a twenty five percent growth in sales, which in total

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<v Speaker 4>was about six point two billion dollars, but that was

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<v Speaker 4>below consensus. I looked at another data from Adobe Analytics

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<v Speaker 4>on Thanksgiving and Black Friday, they saw sales increase by

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<v Speaker 4>five to nine percent, down from nine to ten percent

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<v Speaker 4>a year ago. So kind of a mixed picture on

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<v Speaker 4>US consumers.

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<v Speaker 1>Like there's some hesitation. And we had a conversation about

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<v Speaker 1>private credit specifically from the folks over at oak Tree,

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<v Speaker 1>and just concerns about making some deals maybe in the

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<v Speaker 1>consumer discretionary space because worried about maybe some of the

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<v Speaker 1>credit card debt defaults in particular. So yeah, we'll see

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<v Speaker 1>when everything is said and done.

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<v Speaker 3>Dana Telsey too, weigh in on that a little earlier. Yeah,

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<v Speaker 3>but she seemed she was some cautious Yeah, i'd say

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<v Speaker 3>glasses half full. Yeah, cautiously optimistic.

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<v Speaker 1>Cautiously optimistic.

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<v Speaker 3>She said, the retailers that are coming out with new

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<v Speaker 3>stuff that people want, get people through the door, and

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<v Speaker 3>the experience. As I was surprised to hear what she

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<v Speaker 3>said about the coffee shops and the restaurants. Is the

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<v Speaker 3>Polu bar the one that started it all?

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<v Speaker 1>Oh, I don't know, is it?

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<v Speaker 3>I don't know. I've never been, but well, Ralph's Coffee

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<v Speaker 3>Taya says, which shops coffee? She would know, Yes, she

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<v Speaker 3>would know.

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<v Speaker 1>She just shopping or so we hear.

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<v Speaker 2>This stock mover's report from Bloomberg Radio. Check back with

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