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: I want to get a look at some stock movers here.
Speaker 3: Holiday shortened week, a good first day here for Wall Street.
Speaker 3: Nice Monday to kick things off. Warner Brothers Discovery though
Speaker 3: still in the news. Norm Melnda here with a breakdown.
Speaker 4: Nora, Yeah, I mean we've been seeing so much action
Speaker 4: when we look at Warner Brothers Discovery. I mean, Paramounts
Speaker 4: Guidance has really been in focus throughout the trading day today.
Speaker 4: We did see shares of that company ending higher. That's
Speaker 4: ticker WBD for Warner Brothers Discovery and Peace Guy for
Speaker 4: Paramounts Guidance. We had Larry Ellison, one of the richest
Speaker 4: men in the world, agree to personally back with his
Speaker 4: fortunes Paramounts Guidance's bid for Warner Brothers Discovery. So we've
Speaker 4: really been seeing this tug of war Netflix on one end,
Speaker 4: Guidance on the They're really trying to see who will actually
Speaker 4: be able to take over aspects of this company here.
Speaker 4: What about First Solar, what's going on that First Solar.
Speaker 4: We've been seeing a lot of activity as well. We
Speaker 4: did see shares higher. This is after news that Alphabet
Speaker 4: will be buying clean energy developer Intersect Power. We know
Speaker 4: that this is one of the company's biggest deals aimed
Speaker 4: at boosting its AI related data center footprint. So you
Speaker 4: did see for Solar rising just given the fact that
Speaker 4: it is actually a customer there of intersect Power. So
Speaker 4: Intersect Power has been a customer of First Solar, excuse me.
Speaker 4: So we've definitely been seeing some activity there in the trade.
Speaker 3: Yeah, you know, I feel like right up until the
Speaker 3: last day of the year, there are going to be
Speaker 3: these AI deals because again this is data center deal
Speaker 3: right Withoutphabet, so it really is about once again powering
Speaker 3: the AI boom. And I feel like just every other
Speaker 3: day we're just seeing another deal. So thanks for bringing
Speaker 3: us for Solar. Round things off here with clear Water Analytics.
Speaker 3: Cwaan is the ticker.
Speaker 4: What's going on there right, clear Water analy We did
Speaker 4: see a group of private equity firms agreeing to buy
Speaker 4: this company. About eight point four billion dollars is the
Speaker 4: deal that we're talking about here. But analysts did say
Speaker 4: that this deal price was lower than anticipated, but if
Speaker 4: you think about how the street was really viewing this,
Speaker 4: we did see shares moving higher, so clearly investors are
Speaker 4: buying in on this, but analysts are saying, hey, maybe
Speaker 4: this wasn't the right price that we were looking for, so.
Speaker 1: Maybe very quickly, Nora, as this stock market correspondent in
Speaker 1: Bloomberg TV, was there anything that really shocked you or
Speaker 1: excited you as you cover these individual names this year?
Speaker 1: Maybe a favorite right talk about?
Speaker 4: I mean, there's been so much and as you called
Speaker 4: out just a bit earlier, I've been looking a lot
Speaker 4: at the tech space. I think that that's really been
Speaker 4: doing much of the market this year and in the
Speaker 4: more recent previous years. So it'll be interesting to see
Speaker 4: what we end up seeing for twenty twenty six. And
Speaker 4: a lot of the eyes more recently has been on
Speaker 4: quantum computing stocks, which we talked a lot about today,
Speaker 4: as investors are really trying to see what is the
Speaker 4: next AI play and how can they be ahead of
Speaker 4: the curve.
Speaker 1: That's interesting because the Back of America wrote in a
Speaker 1: note recently that they don't see that the AI players
Speaker 1: are in froth like levels yet, but quantum and nuclear
Speaker 1: stocks may be so That's an interesting point that you bring,
Speaker 1: and I feel like even in the ETF world, those
Speaker 1: are the thoughts that have been popping so far in.
Speaker 4: Very speculative space. I mean, if you think about the
Speaker 4: fact of financing and the revenue that they have, they're
Speaker 4: only talking about tens of millions of dollars here versus
Speaker 4: maybe a big tech player that brings in riks in
Speaker 4: billions of dollars in revenue. So it really is a
Speaker 4: bet on the future that investors are making here for
Speaker 4: companies that haven't necessarily yet displayed the profitability that investors
Speaker 4: are looking for.
Speaker 3: You know, guys, I always love the ri A D
Speaker 3: go function on the terminals see what people are reading
Speaker 3: most read article? Did you guy? Guys already look at
Speaker 3: ri A D.
Speaker 1: Don't look at it.
Speaker 4: I'm not going to cheat it.
Speaker 3: What do you think. I mean, it was on top
Speaker 3: go all day, So I mean.
Speaker 4: I'm thinking Warner Brothers Discovery has to be bo bingo story.
Speaker 3: You got it. Ari Ellison pledges forty billion to bolster
Speaker 3: Warner Brothers. But it's hard not to click that hard
Speaker 3: not to want to read story because.
Speaker 1: They almost have to because almost every day or nearly
Speaker 1: every day, there's a development. And again this is again
Speaker 1: another development with Larry Ellison throwing his personal fortune behind
Speaker 1: the Paramount. Did what could it be next week or
Speaker 1: what could it be in the next month? I mean,
Speaker 1: who knows. And even our guests earlier when we talked
Speaker 1: to them, Molly Shoots and the gentleman from Stephen Flynn
Speaker 1: Stephen Flynn, Yes, they both were great, and they also
Speaker 1: didn't know because it's just really unpredictable.
Speaker 3: Yeah, they I mean they're actually really seeing this going
Speaker 3: well into next year. We just don't know, you know
Speaker 3: about what was it about two weeks ago? We thought, okay,
Speaker 3: Paramount's taking this to the shareholders, the shareholders will speak
Speaker 3: and we're just going to move on.
Speaker 4: And then even Warner Brothers Discovery, I mean, they were
Speaker 4: talking to their shareholders essentially saying, hey, guys, we already
Speaker 4: had a deal, an initial deal with Netflix. They were
Speaker 4: essentially kind of giving them a nudge, saying, you know,
Speaker 4: we think that you should seek with Netflix as well.
Speaker 4: But then you have this play by aary Larry Ellison.
Speaker 4: So it'll be interesting to see what actually happens as materializes.
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