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Speaker 1: Bloomberg Audio Studios, Podcasts, Radio News.

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Speaker 2: The Stock Movers Report, your roundup of companies making moves

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Speaker 2: in the stock market, harnessing the power of Bloomberg Data.

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Speaker 3: I'm Carol Messer along with Tim Steedevieck.

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Speaker 4: Let's get to some stocks on the move with us as.

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Speaker 3: Bloomberg News Equities reporter and Deputy team leader for US

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Speaker 3: Equities Carmen Rhini case she is in the house.

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Speaker 2: Hi.

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Speaker 4: Let's start with trade desk. You're looking at this one.

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Speaker 5: Yeah, so this is ticker TTD trade desk. It's up

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Speaker 5: twenty percent right now. This is the best day in

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Speaker 5: about ten months. So there's a report from the Information

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Speaker 5: that open Ai is potentially in talks with the trade

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Speaker 5: desk to sell for the trade desk to sell ads

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Speaker 5: for open Ai. And this is something that just could

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Speaker 5: really reinvigorate positive sentiment around the company. So Bloomberg Intelligence

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Speaker 5: said that it could revive sentiment amid shaky fundamental backdrop,

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Speaker 5: although they also note that the or the deal is

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Speaker 5: unlikely to be a game changer. There's sort of some

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Speaker 5: uncertainty around if it's actually going to come to fruition,

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Speaker 5: though other analysts are also saying this would be really

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Speaker 5: positive and it's definitely a positive headline for the stock.

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Speaker 3: Wait, so it's like pay chat GPT, I've got this

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Speaker 3: in this in my refrigerator.

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Speaker 4: What can I do? And now we're gonna have an AD?

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Speaker 4: Right they talked about right?

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Speaker 1: Yeah, Well, I mean we add there's a former open

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Speaker 1: A person back in September about this and she wouldn't

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Speaker 1: you know, she.

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Speaker 4: Wouldn't rule it out, that's right.

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Speaker 1: But yeah, I mean, if you remember back to the

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Speaker 1: Super Bowl, the ad that that Anthropic had where it

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Speaker 1: was trying to differentiate between an LLM and they didn't

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Speaker 1: name chatgy pet, but it was clear what they were

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Speaker 1: doing that would have ads and the experience there versus

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Speaker 1: one that wouldn't. This is what this is the whole thing.

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Speaker 1: But look, you got to make money somehow.

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Speaker 3: At some point the balance sheet, Right, it's got to

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Speaker 3: go from red to brain.

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Speaker 4: All right, let's get to a name that we talk

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Speaker 4: about all the time.

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Speaker 5: Yes, yeah, So looking at Nvidia today and also just

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Speaker 5: sort of the broader semiconductor space, shares of am A

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Speaker 5: also down. So in video is down one and a

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Speaker 5: half percent. This is off the lows of the day,

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Speaker 5: but still a significant drag on the on the index

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Speaker 5: and D down about three point two percent. So basically

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Speaker 5: what we're seeing is the US officials have written a

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Speaker 5: draft regulations that would restrict AI chip shipments anywhere in

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Speaker 5: the world without US approval. So this would obviously be

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Speaker 5: a major curb potentially on where these companies could sell

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Speaker 5: their chips, could potentially hit revenue, you know, would be

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Speaker 5: a big, a big hit for their businesses if depending

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Speaker 5: on where approval is given and not so seeing that

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Speaker 5: whole sector kind of way on the broader markets today.

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Speaker 1: The headlines around this changed so much, I agree. And

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Speaker 1: it's like, if your job is that in Vidia to

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Speaker 1: figure out where you're allowed to sell things and what

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Speaker 1: you're allowed to sell and how much.

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Speaker 4: You know, what we can you're busy, you know, we

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Speaker 4: can bank on.

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Speaker 3: Guess who's going to probably make a visit to the

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Speaker 3: White House?

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Speaker 1: Jensen, I'm thinking, Okay, like sometimes that happens, right, You're

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Speaker 1: just you're just guessing.

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Speaker 4: I'm just guessing.

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Speaker 3: No, like headline, I'm just saying, we see leaders when

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Speaker 3: things get a little.

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Speaker 4: Sticky, head to the White House.

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Speaker 1: I do.

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Speaker 3: I want to point out, you know, who's not lower

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Speaker 3: in the chip sector is Broadcom. That one's rallying and

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Speaker 3: they're trying to go after in video's business. So interesting

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Speaker 3: to see that trade.

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Speaker 4: One more for US ticker unf Yeah.

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Speaker 5: So this is kind of an interesting one. It's Unifors.

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Speaker 5: It's up sixteen percent right now in trad day and

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Speaker 5: it's on track to close the highest since in nineteen

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Speaker 5: eighty three. I think that's our record. So basically, Sintas Corp.

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Speaker 5: Has been advanced talks to buy this company, which is

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Speaker 5: a uniform maker. A deal could be announced as soon

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Speaker 5: as next week, and the companies are also discussing a

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Speaker 5: price that exceed the two hundred and seventy five dollars

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Speaker 5: a share offer that Sintas resubmitted in December. I think

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Speaker 5: another thing that's really interesting to point out here. I mean,

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Speaker 5: a final decision hasn't been made. Toxicn obviously fall through,

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Speaker 5: but Sinces has been chasing this company since twenty twenty two.

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Speaker 4: That's wild.

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Speaker 5: It could be a really long time coming.

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Speaker 2: We'll see the stock mover's report from Bloomberg Radio. Check

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Speaker 2: back with us throughout the day for the latest roundup

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Speaker 2: of companies making news on Wall Street. For the latest

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Speaker 2: market moving headlines, Listen to Bloomberg Radio Live. Catch us

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