Speaker 1: Bloomberg Audio Studios, Podcasts, radio News, The.
Speaker 2: Stock Movers Report, your roundup of companies making moves in
Speaker 2: the stock market, harnessing the power of Bloomberg Data.
Speaker 3: All right, let's get to some stocks on the move.
Speaker 3: I'm Carol Master along with Tim Stenovek. Here to do
Speaker 3: that with us is Bloomberg TV Markets correspondent Nora Melinda.
Speaker 3: She is in the house. We're looking at stocks that
Speaker 3: moved around. It was an interesting week. Where shall we begin?
Speaker 4: What a week? But let's go to real estate, and
Speaker 4: you know that's where I always kind of keep my eyes.
Speaker 4: CBRE was a stock that everyone was talking about this week.
Speaker 4: This is a real estate services company ticker CBRE. This
Speaker 4: was the worst performance talk in the S and P
Speaker 4: five hundred. We all know that we've had a lot
Speaker 4: of focus on this whole AI play and a lot
Speaker 4: of people really taking flying away from that tech sector,
Speaker 4: and we did see this as one of the stocks
Speaker 4: that was hit because of that. We did have William
Speaker 4: Blair also saying that they were placing the group low
Speaker 4: on his list of sectors at risk of disruption when
Speaker 4: we think about the sector more broadly. But you still
Speaker 4: saw a lot of people who were super critical of
Speaker 4: these real estate services companies, thinking that artificial intelligence could
Speaker 4: be a potential threat. So we did see that cbr
Speaker 4: E shed sixteen percent over the past five days. That's
Speaker 4: the worst week since twenty twenty.
Speaker 1: What I'm just I finally, what are you doing? I
Speaker 1: finally got to the function on finding the worst week,
Speaker 1: worst stock, like the worst performers in the week in
Speaker 1: the s and P five hundred. It takes us that
Speaker 1: whole time. Well, it takes a second when you don't
Speaker 1: remember how to do it. That's also fair.
Speaker 2: I have to say.
Speaker 3: It's like you gotta, yeah, get to navigating favorite.
Speaker 1: I love you.
Speaker 3: You're using most No.
Speaker 1: No, I'm doing it. Maybe I'm doing it the wrong
Speaker 1: you do?
Speaker 3: Members in groups movers.
Speaker 4: Were okay, there's so many ways to get to it
Speaker 4: on the tyways.
Speaker 1: What else you have on your radar for this week?
Speaker 4: Sticking with real estate equinics, take your eq i X.
Speaker 4: This is the data center read and I mean pretty
Speaker 4: self explained. I mean people are also kind of keeping
Speaker 4: their eyes on data centers. More broadly, I mean this
Speaker 4: stock has gained thirteen percent for its best week since
Speaker 4: the pandemic March twenty twenty, this after its revenue guidance
Speaker 4: beat expectations. Analysts are really positive about the idea of
Speaker 4: increased bookings, and they're also calling out a boost of
Speaker 4: the company's forecast from accelerated AI demand. So they see
Speaker 4: this company receiving a tailwind from a lot of people
Speaker 4: still focusing on data centers, specifically.
Speaker 3: Up thirteen percent for the week. Overall, it's now up
Speaker 3: almost twenty five percent year to day.
Speaker 1: Are you going to all real estate?
Speaker 2: No.
Speaker 4: I did decide to mix it up a little bit,
Speaker 4: So if they do have a power company, I'm keeping
Speaker 4: my eye on this is Vistra ticker VST. This stock
Speaker 4: also up on the week, up fifteen percent. That's the
Speaker 4: best five day stretch since May. This is after Jeffries
Speaker 4: actually gave the stock an upgrade. They brought it to
Speaker 4: buy from hold. They're actually citing recent share weakness as
Speaker 4: the reason that they're upgrading it. They say that the
Speaker 4: stock is down about twenty five percent since September, despite
Speaker 4: the fact that the company announced Texas and pjm's data
Speaker 4: center nuclear contracts, and they also talk about an acquisition
Speaker 4: that they find to be attractively priced. So they think
Speaker 4: that the shares are not currently pricing in upside from
Speaker 4: future data center contracts.
Speaker 3: It's a fifty eight billion dollar market cap company. It's
Speaker 3: only up about six percent year today.
Speaker 1: Hey, honorable mention the best performer of the week because
Speaker 1: it's a shameless plug for our weekend show. Generak holdings
Speaker 1: up twenty two percent this week. We spoke with the
Speaker 1: company CEO, Aaron Yagfeld. It's in our weekend show. You
Speaker 1: can find it at Bloomberg.
Speaker 3: Those a really fun, an interesting conversation, and they they
Speaker 3: it was just like their fourth quarter right kicking up
Speaker 3: with those like mega super generators playing into the data
Speaker 3: center world.
Speaker 2: Thank you, Thank you so much.
Speaker 3: Have a great long weekend, Happy Valentine's Day. Of course,
Speaker 3: Norm Melinda there with the biggest movers on the week.
Speaker 2: Overall the stock Movers Report from Bloomberg Radio. Check back
Speaker 2: with us throughout the day for the late roundup of
Speaker 2: companies making news on Wall Street and for the latest
Speaker 2: market moving headlines. Listen to Bloomberg Radio Live, catch us
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