1 00:00:02,520 --> 00:00:08,720 Speaker 1: Bloomberg Audio Studios, Podcasts, radio News, The. 2 00:00:08,720 --> 00:00:12,560 Speaker 2: Stock Movers Report, your roundup of companies making moves in 3 00:00:12,600 --> 00:00:15,880 Speaker 2: the stock market, harnessing the power of Bloomberg Data. 4 00:00:16,680 --> 00:00:18,920 Speaker 3: All right, let's get to some stocks on the move. 5 00:00:18,920 --> 00:00:21,200 Speaker 3: I'm Carol Master along with Tim Stenovek. Here to do 6 00:00:21,239 --> 00:00:24,320 Speaker 3: that with us is Bloomberg TV Markets correspondent Nora Melinda. 7 00:00:24,680 --> 00:00:26,880 Speaker 3: She is in the house. We're looking at stocks that 8 00:00:27,160 --> 00:00:30,000 Speaker 3: moved around. It was an interesting week. Where shall we begin? 9 00:00:30,400 --> 00:00:32,360 Speaker 4: What a week? But let's go to real estate, and 10 00:00:32,440 --> 00:00:34,720 Speaker 4: you know that's where I always kind of keep my eyes. 11 00:00:35,120 --> 00:00:37,600 Speaker 4: CBRE was a stock that everyone was talking about this week. 12 00:00:37,640 --> 00:00:41,159 Speaker 4: This is a real estate services company ticker CBRE. This 13 00:00:41,280 --> 00:00:42,800 Speaker 4: was the worst performance talk in the S and P 14 00:00:42,920 --> 00:00:45,120 Speaker 4: five hundred. We all know that we've had a lot 15 00:00:45,159 --> 00:00:47,919 Speaker 4: of focus on this whole AI play and a lot 16 00:00:47,920 --> 00:00:51,280 Speaker 4: of people really taking flying away from that tech sector, 17 00:00:51,320 --> 00:00:53,800 Speaker 4: and we did see this as one of the stocks 18 00:00:53,840 --> 00:00:56,320 Speaker 4: that was hit because of that. We did have William 19 00:00:56,320 --> 00:00:59,240 Speaker 4: Blair also saying that they were placing the group low 20 00:00:59,320 --> 00:01:02,080 Speaker 4: on his list of sectors at risk of disruption when 21 00:01:02,120 --> 00:01:05,160 Speaker 4: we think about the sector more broadly. But you still 22 00:01:05,160 --> 00:01:07,319 Speaker 4: saw a lot of people who were super critical of 23 00:01:07,360 --> 00:01:10,640 Speaker 4: these real estate services companies, thinking that artificial intelligence could 24 00:01:10,640 --> 00:01:13,280 Speaker 4: be a potential threat. So we did see that cbr 25 00:01:13,360 --> 00:01:16,880 Speaker 4: E shed sixteen percent over the past five days. That's 26 00:01:16,880 --> 00:01:19,640 Speaker 4: the worst week since twenty twenty. 27 00:01:20,240 --> 00:01:25,080 Speaker 1: What I'm just I finally, what are you doing? I 28 00:01:25,160 --> 00:01:28,920 Speaker 1: finally got to the function on finding the worst week, 29 00:01:29,120 --> 00:01:31,520 Speaker 1: worst stock, like the worst performers in the week in 30 00:01:31,520 --> 00:01:33,000 Speaker 1: the s and P five hundred. It takes us that 31 00:01:33,040 --> 00:01:35,360 Speaker 1: whole time. Well, it takes a second when you don't 32 00:01:35,360 --> 00:01:37,640 Speaker 1: remember how to do it. That's also fair. 33 00:01:38,040 --> 00:01:38,759 Speaker 2: I have to say. 34 00:01:38,800 --> 00:01:42,759 Speaker 3: It's like you gotta, yeah, get to navigating favorite. 35 00:01:42,880 --> 00:01:43,400 Speaker 1: I love you. 36 00:01:44,400 --> 00:01:46,360 Speaker 3: You're using most No. 37 00:01:46,040 --> 00:01:47,480 Speaker 1: No, I'm doing it. Maybe I'm doing it the wrong 38 00:01:47,640 --> 00:01:47,840 Speaker 1: you do? 39 00:01:47,920 --> 00:01:49,560 Speaker 3: Members in groups movers. 40 00:01:49,480 --> 00:01:51,360 Speaker 4: Were okay, there's so many ways to get to it 41 00:01:51,400 --> 00:01:52,480 Speaker 4: on the tyways. 42 00:01:52,560 --> 00:01:53,960 Speaker 1: What else you have on your radar for this week? 43 00:01:54,000 --> 00:01:56,840 Speaker 4: Sticking with real estate equinics, take your eq i X. 44 00:01:56,920 --> 00:01:59,360 Speaker 4: This is the data center read and I mean pretty 45 00:01:59,400 --> 00:02:02,000 Speaker 4: self explained. I mean people are also kind of keeping 46 00:02:02,080 --> 00:02:05,360 Speaker 4: their eyes on data centers. More broadly, I mean this 47 00:02:05,440 --> 00:02:08,880 Speaker 4: stock has gained thirteen percent for its best week since 48 00:02:08,880 --> 00:02:12,000 Speaker 4: the pandemic March twenty twenty, this after its revenue guidance 49 00:02:12,040 --> 00:02:15,560 Speaker 4: beat expectations. Analysts are really positive about the idea of 50 00:02:15,560 --> 00:02:18,440 Speaker 4: increased bookings, and they're also calling out a boost of 51 00:02:18,480 --> 00:02:21,840 Speaker 4: the company's forecast from accelerated AI demand. So they see 52 00:02:21,840 --> 00:02:24,440 Speaker 4: this company receiving a tailwind from a lot of people 53 00:02:24,560 --> 00:02:27,480 Speaker 4: still focusing on data centers, specifically. 54 00:02:27,040 --> 00:02:30,080 Speaker 3: Up thirteen percent for the week. Overall, it's now up 55 00:02:30,080 --> 00:02:31,800 Speaker 3: almost twenty five percent year to day. 56 00:02:32,400 --> 00:02:33,560 Speaker 1: Are you going to all real estate? 57 00:02:34,240 --> 00:02:34,400 Speaker 2: No. 58 00:02:34,800 --> 00:02:36,600 Speaker 4: I did decide to mix it up a little bit, 59 00:02:36,680 --> 00:02:39,240 Speaker 4: So if they do have a power company, I'm keeping 60 00:02:39,240 --> 00:02:43,040 Speaker 4: my eye on this is Vistra ticker VST. This stock 61 00:02:43,160 --> 00:02:46,640 Speaker 4: also up on the week, up fifteen percent. That's the 62 00:02:46,680 --> 00:02:49,639 Speaker 4: best five day stretch since May. This is after Jeffries 63 00:02:49,680 --> 00:02:52,040 Speaker 4: actually gave the stock an upgrade. They brought it to 64 00:02:52,120 --> 00:02:56,200 Speaker 4: buy from hold. They're actually citing recent share weakness as 65 00:02:56,280 --> 00:02:58,440 Speaker 4: the reason that they're upgrading it. They say that the 66 00:02:58,440 --> 00:03:01,880 Speaker 4: stock is down about twenty five percent since September, despite 67 00:03:01,919 --> 00:03:05,400 Speaker 4: the fact that the company announced Texas and pjm's data 68 00:03:05,400 --> 00:03:08,880 Speaker 4: center nuclear contracts, and they also talk about an acquisition 69 00:03:08,919 --> 00:03:11,799 Speaker 4: that they find to be attractively priced. So they think 70 00:03:11,840 --> 00:03:14,520 Speaker 4: that the shares are not currently pricing in upside from 71 00:03:14,600 --> 00:03:16,440 Speaker 4: future data center contracts. 72 00:03:16,560 --> 00:03:19,280 Speaker 3: It's a fifty eight billion dollar market cap company. It's 73 00:03:19,320 --> 00:03:20,840 Speaker 3: only up about six percent year today. 74 00:03:20,960 --> 00:03:23,520 Speaker 1: Hey, honorable mention the best performer of the week because 75 00:03:23,520 --> 00:03:26,519 Speaker 1: it's a shameless plug for our weekend show. Generak holdings 76 00:03:26,600 --> 00:03:30,240 Speaker 1: up twenty two percent this week. We spoke with the 77 00:03:30,240 --> 00:03:33,600 Speaker 1: company CEO, Aaron Yagfeld. It's in our weekend show. You 78 00:03:33,639 --> 00:03:35,120 Speaker 1: can find it at Bloomberg. 79 00:03:35,240 --> 00:03:38,160 Speaker 3: Those a really fun, an interesting conversation, and they they 80 00:03:38,240 --> 00:03:40,200 Speaker 3: it was just like their fourth quarter right kicking up 81 00:03:40,200 --> 00:03:43,520 Speaker 3: with those like mega super generators playing into the data 82 00:03:43,560 --> 00:03:44,520 Speaker 3: center world. 83 00:03:45,400 --> 00:03:46,480 Speaker 2: Thank you, Thank you so much. 84 00:03:46,480 --> 00:03:49,040 Speaker 3: Have a great long weekend, Happy Valentine's Day. Of course, 85 00:03:49,120 --> 00:03:52,800 Speaker 3: Norm Melinda there with the biggest movers on the week. 86 00:03:52,720 --> 00:03:58,400 Speaker 2: Overall the stock Movers Report from Bloomberg Radio. Check back 87 00:03:58,440 --> 00:04:00,680 Speaker 2: with us throughout the day for the late roundup of 88 00:04:00,720 --> 00:04:04,000 Speaker 2: companies making news on Wall Street and for the latest 89 00:04:04,040 --> 00:04:08,240 Speaker 2: market moving headlines. Listen to Bloomberg Radio Live, catch us 90 00:04:08,280 --> 00:04:12,040 Speaker 2: on YouTube, Bloomberg dot com, and on Applecarplay and Android 91 00:04:12,040 --> 00:04:14,000 Speaker 2: Auto with the Bloomberg Business app.