WEBVTT - Nvidia Outperforms Mag 7 Peers; Tesla Edges Higher; OneStream Soars

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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 1>Stock Movers is a podcast, would lis my too? All right?

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<v Speaker 3>I want to start with Nvidia ticker MVDA, the shares

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<v Speaker 3>of an up nearly one percent big day at CES yesterday,

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<v Speaker 3>CEO Jensen Wong. He said the Ruben Data Center processors

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<v Speaker 3>in production. Demand is strong, and he actually said it's

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<v Speaker 3>five times better at running AI software than its predecessor,

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<v Speaker 3>you know, the Blackwell chips. He said that Reuben based

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<v Speaker 3>systems are going to be cheaper to run than Blackwell

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<v Speaker 3>versions because they have smaller number of components too. But

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<v Speaker 3>you have customers like Microsoft. They're going to be among

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<v Speaker 3>the first to use this new hardware in the second

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<v Speaker 3>half of the year. So that's a date he's starting

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<v Speaker 3>to give out. He also announced this group of AM

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<v Speaker 3>models and tools that are designed to speed up development

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<v Speaker 3>for autonomous and vehicles. It allows to kind of reason

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<v Speaker 3>in the real world. So you remember those stories about

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<v Speaker 3>how the cars didn't know what to do at the

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<v Speaker 3>red light. We had all that that problem in San Francisco,

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<v Speaker 3>So now they can can reason in the real world.

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<v Speaker 1>Nice.

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<v Speaker 3>So the first and video powered car to be on

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<v Speaker 3>the road in the first quarter of in the US,

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<v Speaker 3>and it just comes at a time a lot of

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<v Speaker 3>competition ramping up from video people saying, you know, AI

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<v Speaker 3>spending can't just continue at the current pace it is at. Actually,

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<v Speaker 3>the terminal there's a great article in the Bloomberg Terminal

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<v Speaker 3>says in video's four trillion dollar stock rally faces more

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<v Speaker 3>threats than ever and it kind of breaks it down

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<v Speaker 3>there for it all.

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<v Speaker 1>Righty okay, So the basic gloom here is this is

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<v Speaker 1>going to end yep, and we just sort of stagger

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<v Speaker 1>quarter to quarter. And right now on the date calendar,

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<v Speaker 1>we're all supposed to go, OMG, it's going to end,

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<v Speaker 1>and then we're going to get to what January twenty fourth,

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<v Speaker 1>I'm guessing, oops, it didn't end.

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<v Speaker 4>I mean, I'm looking at the FA screen here for

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<v Speaker 4>consensus revenue growth for really the calendar year twenty six

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<v Speaker 4>fifty four percent. So I don't know, the revenue growth

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<v Speaker 4>is fifty four percent. Now that's down from sixty four percent,

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<v Speaker 4>but I still go to cash.

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<v Speaker 2>I mean six, let's go.

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<v Speaker 3>To Tesla Tsla. Their shares have been down about half

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<v Speaker 3>a percent. This was just some figures released by the

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<v Speaker 3>Federal Motor Transport Authority just came out today. So they're

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<v Speaker 3>saying in Germany, Europe's biggest EV market, BYD actually registered

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<v Speaker 3>more than twice as many new vehicles in December as

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<v Speaker 3>Tesla did. Then they also performed Tesla in the UK market,

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<v Speaker 3>that's the second largest market for plug in cars. So

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<v Speaker 3>we've heard this. La Tesla gave up that title of

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<v Speaker 3>world's top seller to b whyd.

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<v Speaker 1>I spend a week in Paris ducking and tiny little

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<v Speaker 1>electric useless cars. I hate them, but that's all they

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<v Speaker 1>have in uber and I could report us in at

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<v Speaker 1>least three bydsah and they're way more car than a Tesla.

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<v Speaker 1>They're way more absolutely fancier. You're inside. Granted I'm not

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<v Speaker 1>sitting up, folks, And for those of you on YouTube,

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<v Speaker 1>I'm like, oh, I can't wait to get to the

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<v Speaker 1>Eiffel Tower. But the answer is by D. I'd never

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<v Speaker 1>been in one. I was like, okay, they're pretty deluxe.

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<v Speaker 1>I mean, I don't know want Matt Miller is Matt

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<v Speaker 1>Miller to have to lean over like.

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<v Speaker 4>As well, absolutely, you know he'd be on his motorcycle.

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<v Speaker 4>But outside of the US, I don't see how bid

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<v Speaker 4>doesn't take over the ev world. I mean, wow everywhere.

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<v Speaker 4>All Right, you got one more?

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<v Speaker 3>Yeah, I got one more quick one. This is financial

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<v Speaker 3>software maker one stream taker os. Their shares they've sunk

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<v Speaker 3>thirty five percent in the past year, but before they

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<v Speaker 3>open their up as much as twenty eight percent, and

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<v Speaker 3>sources are saying buy off from HG. It's an advanced

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<v Speaker 3>talks to buy the company. The deal could be announced

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<v Speaker 3>as in the coming days. But it's a company has

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<v Speaker 3>a market value of four and a half billion dollars.

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<v Speaker 3>It's shareholders like kkre are They raised five hundred and

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<v Speaker 3>sixty three million in IPO back in twenty twenty four.

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<v Speaker 3>And then you have HG. They manage about one hundred

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<v Speaker 3>billion assets for institutional private investors. So we'll see if

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<v Speaker 3>this happens quickly.

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<v Speaker 1>Here mister Trump three tweets this morning, I'm not going

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<v Speaker 1>to go over now as he gets ready for his

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<v Speaker 1>working day with the GOP. Here's it from Bloomberg News.

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<v Speaker 1>Comeoutities copper surges to fresh records. Inventories quote locked in

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<v Speaker 1>the US. Yeah, I guess that's where we are.

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<v Speaker 4>Yeah, I mean you're trying to get what I'm ripping

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<v Speaker 4>reading is get the fiscal copper in the US before tariff's,

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<v Speaker 4>before it gets tariff at a higher rate.

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<v Speaker 2>This Stock Movers report from Bloomberg Radio. Check back with

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