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 3: I'm Carol Messer along with Tim Steedevieck.
Speaker 4: Let's get to some stocks on the move with us as.
Speaker 3: Bloomberg News Equities reporter and Deputy team leader for US
Speaker 3: Equities Carmen Rhini case she is in the house.
Speaker 2: Hi.
Speaker 4: Let's start with trade desk. You're looking at this one.
Speaker 5: Yeah, so this is ticker TTD trade desk. It's up
Speaker 5: twenty percent right now. This is the best day in
Speaker 5: about ten months. So there's a report from the Information
Speaker 5: that open Ai is potentially in talks with the trade
Speaker 5: desk to sell for the trade desk to sell ads
Speaker 5: for open Ai. And this is something that just could
Speaker 5: really reinvigorate positive sentiment around the company. So Bloomberg Intelligence
Speaker 5: said that it could revive sentiment amid shaky fundamental backdrop,
Speaker 5: although they also note that the or the deal is
Speaker 5: unlikely to be a game changer. There's sort of some
Speaker 5: uncertainty around if it's actually going to come to fruition,
Speaker 5: though other analysts are also saying this would be really
Speaker 5: positive and it's definitely a positive headline for the stock.
Speaker 3: Wait, so it's like pay chat GPT, I've got this
Speaker 3: in this in my refrigerator.
Speaker 4: What can I do? And now we're gonna have an AD?
Speaker 4: Right they talked about right?
Speaker 1: Yeah, Well, I mean we add there's a former open
Speaker 1: A person back in September about this and she wouldn't
Speaker 1: you know, she.
Speaker 4: Wouldn't rule it out, that's right.
Speaker 1: But yeah, I mean, if you remember back to the
Speaker 1: Super Bowl, the ad that that Anthropic had where it
Speaker 1: was trying to differentiate between an LLM and they didn't
Speaker 1: name chatgy pet, but it was clear what they were
Speaker 1: doing that would have ads and the experience there versus
Speaker 1: one that wouldn't. This is what this is the whole thing.
Speaker 1: But look, you got to make money somehow.
Speaker 3: At some point the balance sheet, Right, it's got to
Speaker 3: go from red to brain.
Speaker 4: All right, let's get to a name that we talk
Speaker 4: about all the time.
Speaker 5: Yes, yeah, So looking at Nvidia today and also just
Speaker 5: sort of the broader semiconductor space, shares of am A
Speaker 5: also down. So in video is down one and a
Speaker 5: half percent. This is off the lows of the day,
Speaker 5: but still a significant drag on the on the index
Speaker 5: and D down about three point two percent. So basically
Speaker 5: what we're seeing is the US officials have written a
Speaker 5: draft regulations that would restrict AI chip shipments anywhere in
Speaker 5: the world without US approval. So this would obviously be
Speaker 5: a major curb potentially on where these companies could sell
Speaker 5: their chips, could potentially hit revenue, you know, would be
Speaker 5: a big, a big hit for their businesses if depending
Speaker 5: on where approval is given and not so seeing that
Speaker 5: whole sector kind of way on the broader markets today.
Speaker 1: The headlines around this changed so much, I agree. And
Speaker 1: it's like, if your job is that in Vidia to
Speaker 1: figure out where you're allowed to sell things and what
Speaker 1: you're allowed to sell and how much.
Speaker 4: You know, what we can you're busy, you know, we
Speaker 4: can bank on.
Speaker 3: Guess who's going to probably make a visit to the
Speaker 3: White House?
Speaker 1: Jensen, I'm thinking, Okay, like sometimes that happens, right, You're
Speaker 1: just you're just guessing.
Speaker 4: I'm just guessing.
Speaker 3: No, like headline, I'm just saying, we see leaders when
Speaker 3: things get a little.
Speaker 4: Sticky, head to the White House.
Speaker 1: I do.
Speaker 3: I want to point out, you know, who's not lower
Speaker 3: in the chip sector is Broadcom. That one's rallying and
Speaker 3: they're trying to go after in video's business. So interesting
Speaker 3: to see that trade.
Speaker 4: One more for US ticker unf Yeah.
Speaker 5: So this is kind of an interesting one. It's Unifors.
Speaker 5: It's up sixteen percent right now in trad day and
Speaker 5: it's on track to close the highest since in nineteen
Speaker 5: eighty three. I think that's our record. So basically, Sintas Corp.
Speaker 5: Has been advanced talks to buy this company, which is
Speaker 5: a uniform maker. A deal could be announced as soon
Speaker 5: as next week, and the companies are also discussing a
Speaker 5: price that exceed the two hundred and seventy five dollars
Speaker 5: a share offer that Sintas resubmitted in December. I think
Speaker 5: another thing that's really interesting to point out here. I mean,
Speaker 5: a final decision hasn't been made. Toxicn obviously fall through,
Speaker 5: but Sinces has been chasing this company since twenty twenty two.
Speaker 4: That's wild.
Speaker 5: It could be a really long time coming.
Speaker 2: We'll see the stock mover's report from Bloomberg Radio. Check
Speaker 2: back with us throughout the day for the latest roundup
Speaker 2: of companies making news on Wall Street. For the latest
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