WEBVTT - Trade Desk, UniFirst Soar; Nvidia Falls

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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 3>I'm Carol Messer along with Tim Steedevieck.

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

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<v Speaker 3>Bloomberg News Equities reporter and Deputy team leader for US

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<v Speaker 3>Equities Carmen Rhini case she is in the house.

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<v Speaker 2>Hi.

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

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

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<v Speaker 5>twenty percent right now. This is the best day in

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<v Speaker 5>about ten months. So there's a report from the Information

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<v Speaker 5>that open Ai is potentially in talks with the trade

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<v Speaker 5>desk to sell for the trade desk to sell ads

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<v Speaker 5>for open Ai. And this is something that just could

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<v Speaker 5>really reinvigorate positive sentiment around the company. So Bloomberg Intelligence

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<v Speaker 5>said that it could revive sentiment amid shaky fundamental backdrop,

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<v Speaker 5>although they also note that the or the deal is

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<v Speaker 5>unlikely to be a game changer. There's sort of some

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<v Speaker 5>uncertainty around if it's actually going to come to fruition,

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<v Speaker 5>though other analysts are also saying this would be really

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<v Speaker 5>positive and it's definitely a positive headline for the stock.

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

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<v Speaker 3>in this in my refrigerator.

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

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<v Speaker 4>Right they talked about right?

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<v Speaker 1>Yeah, Well, I mean we add there's a former open

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<v Speaker 1>A person back in September about this and she wouldn't

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<v Speaker 1>you know, she.

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<v Speaker 4>Wouldn't rule it out, that's right.

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<v Speaker 1>But yeah, I mean, if you remember back to the

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<v Speaker 1>Super Bowl, the ad that that Anthropic had where it

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<v Speaker 1>was trying to differentiate between an LLM and they didn't

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<v Speaker 1>name chatgy pet, but it was clear what they were

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<v Speaker 1>doing that would have ads and the experience there versus

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<v Speaker 1>one that wouldn't. This is what this is the whole thing.

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<v Speaker 1>But look, you got to make money somehow.

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<v Speaker 3>At some point the balance sheet, Right, it's got to

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<v Speaker 3>go from red to brain.

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<v Speaker 4>All right, let's get to a name that we talk

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<v Speaker 4>about all the time.

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<v Speaker 5>Yes, yeah, So looking at Nvidia today and also just

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<v Speaker 5>sort of the broader semiconductor space, shares of am A

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<v Speaker 5>also down. So in video is down one and a

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<v Speaker 5>half percent. This is off the lows of the day,

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<v Speaker 5>but still a significant drag on the on the index

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<v Speaker 5>and D down about three point two percent. So basically

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<v Speaker 5>what we're seeing is the US officials have written a

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<v Speaker 5>draft regulations that would restrict AI chip shipments anywhere in

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<v Speaker 5>the world without US approval. So this would obviously be

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<v Speaker 5>a major curb potentially on where these companies could sell

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<v Speaker 5>their chips, could potentially hit revenue, you know, would be

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<v Speaker 5>a big, a big hit for their businesses if depending

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<v Speaker 5>on where approval is given and not so seeing that

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<v Speaker 5>whole sector kind of way on the broader markets today.

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<v Speaker 1>The headlines around this changed so much, I agree. And

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<v Speaker 1>it's like, if your job is that in Vidia to

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<v Speaker 1>figure out where you're allowed to sell things and what

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<v Speaker 1>you're allowed to sell and how much.

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<v Speaker 4>You know, what we can you're busy, you know, we

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<v Speaker 4>can bank on.

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<v Speaker 3>Guess who's going to probably make a visit to the

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<v Speaker 3>White House?

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

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<v Speaker 1>just you're just guessing.

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<v Speaker 4>I'm just guessing.

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<v Speaker 3>No, like headline, I'm just saying, we see leaders when

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<v Speaker 3>things get a little.

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<v Speaker 4>Sticky, head to the White House.

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<v Speaker 1>I do.

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<v Speaker 3>I want to point out, you know, who's not lower

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<v Speaker 3>in the chip sector is Broadcom. That one's rallying and

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

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<v Speaker 3>to see that trade.

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<v Speaker 4>One more for US ticker unf Yeah.

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<v Speaker 5>So this is kind of an interesting one. It's Unifors.

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<v Speaker 5>It's up sixteen percent right now in trad day and

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<v Speaker 5>it's on track to close the highest since in nineteen

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

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<v Speaker 5>Has been advanced talks to buy this company, which is

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<v Speaker 5>a uniform maker. A deal could be announced as soon

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<v Speaker 5>as next week, and the companies are also discussing a

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<v Speaker 5>price that exceed the two hundred and seventy five dollars

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<v Speaker 5>a share offer that Sintas resubmitted in December. I think

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

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

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<v Speaker 5>but Sinces has been chasing this company since twenty twenty two.

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<v Speaker 4>That's wild.

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<v Speaker 5>It could be a really long time coming.

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

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