WEBVTT - Weekly Roundup: CBRE Group Drops, Equinix Jumps, Vistra Rises

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<v Speaker 1>Bloomberg Audio Studios, Podcasts, radio News, The.

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

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

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<v Speaker 3>All right, let's get to some stocks on the move.

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<v Speaker 3>I'm Carol Master along with Tim Stenovek. Here to do

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<v Speaker 3>that with us is Bloomberg TV Markets correspondent Nora Melinda.

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<v Speaker 3>She is in the house. We're looking at stocks that

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<v Speaker 3>moved around. It was an interesting week. Where shall we begin?

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<v Speaker 4>What a week? But let's go to real estate, and

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<v Speaker 4>you know that's where I always kind of keep my eyes.

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<v Speaker 4>CBRE was a stock that everyone was talking about this week.

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<v Speaker 4>This is a real estate services company ticker CBRE. This

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<v Speaker 4>was the worst performance talk in the S and P

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<v Speaker 4>five hundred. We all know that we've had a lot

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<v Speaker 4>of focus on this whole AI play and a lot

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<v Speaker 4>of people really taking flying away from that tech sector,

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<v Speaker 4>and we did see this as one of the stocks

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<v Speaker 4>that was hit because of that. We did have William

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<v Speaker 4>Blair also saying that they were placing the group low

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<v Speaker 4>on his list of sectors at risk of disruption when

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<v Speaker 4>we think about the sector more broadly. But you still

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<v Speaker 4>saw a lot of people who were super critical of

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<v Speaker 4>these real estate services companies, thinking that artificial intelligence could

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<v Speaker 4>be a potential threat. So we did see that cbr

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<v Speaker 4>E shed sixteen percent over the past five days. That's

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<v Speaker 4>the worst week since twenty twenty.

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<v Speaker 1>What I'm just I finally, what are you doing? I

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<v Speaker 1>finally got to the function on finding the worst week,

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<v Speaker 1>worst stock, like the worst performers in the week in

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<v Speaker 1>the s and P five hundred. It takes us that

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<v Speaker 1>whole time. Well, it takes a second when you don't

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<v Speaker 1>remember how to do it. That's also fair.

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<v Speaker 2>I have to say.

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<v Speaker 3>It's like you gotta, yeah, get to navigating favorite.

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<v Speaker 1>I love you.

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<v Speaker 3>You're using most No.

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<v Speaker 1>No, I'm doing it. Maybe I'm doing it the wrong

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<v Speaker 1>you do?

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<v Speaker 3>Members in groups movers.

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<v Speaker 4>Were okay, there's so many ways to get to it

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<v Speaker 4>on the tyways.

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<v Speaker 1>What else you have on your radar for this week?

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<v Speaker 4>Sticking with real estate equinics, take your eq i X.

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<v Speaker 4>This is the data center read and I mean pretty

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<v Speaker 4>self explained. I mean people are also kind of keeping

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<v Speaker 4>their eyes on data centers. More broadly, I mean this

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<v Speaker 4>stock has gained thirteen percent for its best week since

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<v Speaker 4>the pandemic March twenty twenty, this after its revenue guidance

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<v Speaker 4>beat expectations. Analysts are really positive about the idea of

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<v Speaker 4>increased bookings, and they're also calling out a boost of

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<v Speaker 4>the company's forecast from accelerated AI demand. So they see

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<v Speaker 4>this company receiving a tailwind from a lot of people

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<v Speaker 4>still focusing on data centers, specifically.

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<v Speaker 3>Up thirteen percent for the week. Overall, it's now up

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<v Speaker 3>almost twenty five percent year to day.

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<v Speaker 1>Are you going to all real estate?

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<v Speaker 2>No.

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<v Speaker 4>I did decide to mix it up a little bit,

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<v Speaker 4>So if they do have a power company, I'm keeping

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<v Speaker 4>my eye on this is Vistra ticker VST. This stock

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<v Speaker 4>also up on the week, up fifteen percent. That's the

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<v Speaker 4>best five day stretch since May. This is after Jeffries

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<v Speaker 4>actually gave the stock an upgrade. They brought it to

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<v Speaker 4>buy from hold. They're actually citing recent share weakness as

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<v Speaker 4>the reason that they're upgrading it. They say that the

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<v Speaker 4>stock is down about twenty five percent since September, despite

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<v Speaker 4>the fact that the company announced Texas and pjm's data

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<v Speaker 4>center nuclear contracts, and they also talk about an acquisition

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<v Speaker 4>that they find to be attractively priced. So they think

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<v Speaker 4>that the shares are not currently pricing in upside from

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<v Speaker 4>future data center contracts.

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<v Speaker 3>It's a fifty eight billion dollar market cap company. It's

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<v Speaker 3>only up about six percent year today.

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<v Speaker 1>Hey, honorable mention the best performer of the week because

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<v Speaker 1>it's a shameless plug for our weekend show. Generak holdings

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<v Speaker 1>up twenty two percent this week. We spoke with the

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<v Speaker 1>company CEO, Aaron Yagfeld. It's in our weekend show. You

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<v Speaker 1>can find it at Bloomberg.

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<v Speaker 3>Those a really fun, an interesting conversation, and they they

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<v Speaker 3>it was just like their fourth quarter right kicking up

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<v Speaker 3>with those like mega super generators playing into the data

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<v Speaker 3>center world.

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<v Speaker 2>Thank you, Thank you so much.

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<v Speaker 3>Have a great long weekend, Happy Valentine's Day. Of course,

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<v Speaker 3>Norm Melinda there with the biggest movers on the week.

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<v Speaker 2>Overall the stock Movers Report from Bloomberg Radio. Check back

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<v Speaker 2>with us throughout the day for the late roundup of

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<v Speaker 2>companies making news on Wall Street and for the latest

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<v Speaker 2>market moving headlines. Listen to Bloomberg Radio Live, catch us

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