Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: The Stock Movers Report, your roundup of companies making moves
Speaker 2: in the stock market. Harnessing the power of Bloomberg Data.
Speaker 1: Stock Movers is a podcast, would lis my too? All right?
Speaker 3: I want to start with Nvidia ticker MVDA, the shares
Speaker 3: of an up nearly one percent big day at CES yesterday,
Speaker 3: CEO Jensen Wong. He said the Ruben Data Center processors
Speaker 3: in production. Demand is strong, and he actually said it's
Speaker 3: five times better at running AI software than its predecessor,
Speaker 3: you know, the Blackwell chips. He said that Reuben based
Speaker 3: systems are going to be cheaper to run than Blackwell
Speaker 3: versions because they have smaller number of components too. But
Speaker 3: you have customers like Microsoft. They're going to be among
Speaker 3: the first to use this new hardware in the second
Speaker 3: half of the year. So that's a date he's starting
Speaker 3: to give out. He also announced this group of AM
Speaker 3: models and tools that are designed to speed up development
Speaker 3: for autonomous and vehicles. It allows to kind of reason
Speaker 3: in the real world. So you remember those stories about
Speaker 3: how the cars didn't know what to do at the
Speaker 3: red light. We had all that that problem in San Francisco,
Speaker 3: So now they can can reason in the real world.
Speaker 1: Nice.
Speaker 3: So the first and video powered car to be on
Speaker 3: the road in the first quarter of in the US,
Speaker 3: and it just comes at a time a lot of
Speaker 3: competition ramping up from video people saying, you know, AI
Speaker 3: spending can't just continue at the current pace it is at. Actually,
Speaker 3: the terminal there's a great article in the Bloomberg Terminal
Speaker 3: says in video's four trillion dollar stock rally faces more
Speaker 3: threats than ever and it kind of breaks it down
Speaker 3: there for it all.
Speaker 1: Righty okay, So the basic gloom here is this is
Speaker 1: going to end yep, and we just sort of stagger
Speaker 1: quarter to quarter. And right now on the date calendar,
Speaker 1: we're all supposed to go, OMG, it's going to end,
Speaker 1: and then we're going to get to what January twenty fourth,
Speaker 1: I'm guessing, oops, it didn't end.
Speaker 4: I mean, I'm looking at the FA screen here for
Speaker 4: consensus revenue growth for really the calendar year twenty six
Speaker 4: fifty four percent. So I don't know, the revenue growth
Speaker 4: is fifty four percent. Now that's down from sixty four percent,
Speaker 4: but I still go to cash.
Speaker 2: I mean six, let's go.
Speaker 3: To Tesla Tsla. Their shares have been down about half
Speaker 3: a percent. This was just some figures released by the
Speaker 3: Federal Motor Transport Authority just came out today. So they're
Speaker 3: saying in Germany, Europe's biggest EV market, BYD actually registered
Speaker 3: more than twice as many new vehicles in December as
Speaker 3: Tesla did. Then they also performed Tesla in the UK market,
Speaker 3: that's the second largest market for plug in cars. So
Speaker 3: we've heard this. La Tesla gave up that title of
Speaker 3: world's top seller to b whyd.
Speaker 1: I spend a week in Paris ducking and tiny little
Speaker 1: electric useless cars. I hate them, but that's all they
Speaker 1: have in uber and I could report us in at
Speaker 1: least three bydsah and they're way more car than a Tesla.
Speaker 1: They're way more absolutely fancier. You're inside. Granted I'm not
Speaker 1: sitting up, folks, And for those of you on YouTube,
Speaker 1: I'm like, oh, I can't wait to get to the
Speaker 1: Eiffel Tower. But the answer is by D. I'd never
Speaker 1: been in one. I was like, okay, they're pretty deluxe.
Speaker 1: I mean, I don't know want Matt Miller is Matt
Speaker 1: Miller to have to lean over like.
Speaker 4: As well, absolutely, you know he'd be on his motorcycle.
Speaker 4: But outside of the US, I don't see how bid
Speaker 4: doesn't take over the ev world. I mean, wow everywhere.
Speaker 4: All Right, you got one more?
Speaker 3: Yeah, I got one more quick one. This is financial
Speaker 3: software maker one stream taker os. Their shares they've sunk
Speaker 3: thirty five percent in the past year, but before they
Speaker 3: open their up as much as twenty eight percent, and
Speaker 3: sources are saying buy off from HG. It's an advanced
Speaker 3: talks to buy the company. The deal could be announced
Speaker 3: as in the coming days. But it's a company has
Speaker 3: a market value of four and a half billion dollars.
Speaker 3: It's shareholders like kkre are They raised five hundred and
Speaker 3: sixty three million in IPO back in twenty twenty four.
Speaker 3: And then you have HG. They manage about one hundred
Speaker 3: billion assets for institutional private investors. So we'll see if
Speaker 3: this happens quickly.
Speaker 1: Here mister Trump three tweets this morning, I'm not going
Speaker 1: to go over now as he gets ready for his
Speaker 1: working day with the GOP. Here's it from Bloomberg News.
Speaker 1: Comeoutities copper surges to fresh records. Inventories quote locked in
Speaker 1: the US. Yeah, I guess that's where we are.
Speaker 4: Yeah, I mean you're trying to get what I'm ripping
Speaker 4: reading is get the fiscal copper in the US before tariff's,
Speaker 4: before it gets tariff at a higher rate.
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