1 00:00:02,520 --> 00:00:08,720 Speaker 1: Bloomberg Audio Studios, podcasts, radio News, The. 2 00:00:08,720 --> 00:00:12,560 Speaker 2: Stock Movers Report, your roundup of companies making moves in 3 00:00:12,600 --> 00:00:16,840 Speaker 2: the stock market, harnessing the power of Bloomberg data that's. 4 00:00:16,680 --> 00:00:19,040 Speaker 1: Drill into some of the individual movers. Very pleased to 5 00:00:19,079 --> 00:00:20,480 Speaker 1: say that we're going to be able to be doing 6 00:00:20,480 --> 00:00:22,880 Speaker 1: that across the board when we think about who's going 7 00:00:22,920 --> 00:00:25,680 Speaker 1: to be tracking what moves and when and by whom. 8 00:00:26,040 --> 00:00:27,880 Speaker 1: And we've got an Italian in the house, so we 9 00:00:27,880 --> 00:00:29,960 Speaker 1: can look across the board and what's happening with the 10 00:00:29,960 --> 00:00:33,599 Speaker 1: Italian Nijevich and your equity support of bloombag News tell 11 00:00:33,680 --> 00:00:35,360 Speaker 1: us what's dictating trade for you at. 12 00:00:35,240 --> 00:00:38,120 Speaker 3: The moment, right, So let's start with the biggest, one 13 00:00:38,120 --> 00:00:41,920 Speaker 3: of the biggest move vers today, Warner Brothers. The ticker 14 00:00:42,080 --> 00:00:46,680 Speaker 3: is WBD. Shares are up by three point almost five 15 00:00:46,760 --> 00:00:50,000 Speaker 3: percent today. As we know, Larry Ellison, who is a 16 00:00:50,000 --> 00:00:54,040 Speaker 3: co founder of our oracle and the father of David Ellison. 17 00:00:54,320 --> 00:00:58,360 Speaker 3: So he agreed to provide a personal guarantee ir, irrevocable 18 00:00:58,360 --> 00:01:02,160 Speaker 3: personal guarantee of this forty zero point four billion dollars 19 00:01:02,160 --> 00:01:05,800 Speaker 3: in equity financing for this paramount's bid for Warner Brothers. 20 00:01:06,080 --> 00:01:09,560 Speaker 3: So basically he agreed not to revoke family trust while 21 00:01:09,600 --> 00:01:12,880 Speaker 3: the deal has been pending. And also we know that 22 00:01:13,000 --> 00:01:17,959 Speaker 3: Paramount offered to increase regulatory reverse termination fee to five 23 00:01:18,000 --> 00:01:23,039 Speaker 3: point eight billion dollars from five billion dollars, matching Netflix offer. 24 00:01:23,120 --> 00:01:26,800 Speaker 3: And for now, the next stage is basically to wait 25 00:01:26,840 --> 00:01:29,920 Speaker 3: and see how shareholders react. And if I'm not mistaken, 26 00:01:30,000 --> 00:01:32,960 Speaker 3: we do have time until January twenty first, so we'll 27 00:01:33,000 --> 00:01:33,960 Speaker 3: see how this plays out. 28 00:01:34,000 --> 00:01:36,720 Speaker 1: Yeah, they push back that date for shareholders to react. 29 00:01:37,160 --> 00:01:39,399 Speaker 1: You're also looking in the energy space. What's kind of 30 00:01:39,400 --> 00:01:39,920 Speaker 1: a fast soil. 31 00:01:40,240 --> 00:01:44,800 Speaker 3: Yeah, so First Solar, the ticker is FSLR. Shares are 32 00:01:44,880 --> 00:01:48,200 Speaker 3: up by six point five percent, one of the biggest 33 00:01:48,240 --> 00:01:52,440 Speaker 3: and highest intra day moves since June twenty twenty four. 34 00:01:52,960 --> 00:01:57,120 Speaker 3: This is after Alphabet agreed to buy clean energy developer 35 00:01:57,240 --> 00:02:00,880 Speaker 3: Intersect Power. So this is one of Alpha's biggest deals. 36 00:02:00,920 --> 00:02:03,600 Speaker 3: Of course, it will help the company to get more 37 00:02:03,640 --> 00:02:07,320 Speaker 3: access to electricity. The reason why First Solar is up 38 00:02:07,320 --> 00:02:10,720 Speaker 3: today because Intersect is one of its biggest clients and 39 00:02:11,240 --> 00:02:15,160 Speaker 3: First Solar sells solar panels to Intersect and they have 40 00:02:15,200 --> 00:02:18,160 Speaker 3: a contract from twenty twenty five to twenty twenty nine 41 00:02:18,560 --> 00:02:21,919 Speaker 3: so it is a big beneficiary of this big deal 42 00:02:21,960 --> 00:02:22,680 Speaker 3: and trade right. 43 00:02:22,600 --> 00:02:24,160 Speaker 1: Now, I'm a feeling that's going to be a trend 44 00:02:24,360 --> 00:02:27,480 Speaker 1: energy for the AI space and certainly want to watch 45 00:02:27,520 --> 00:02:28,880 Speaker 1: what about Nevan? What are you looking at that? 46 00:02:29,080 --> 00:02:32,000 Speaker 3: Yeah, so this is one of the post IPO stories. 47 00:02:32,040 --> 00:02:35,400 Speaker 3: So we saw that Nevan, the Tickeries and AVN shares 48 00:02:35,440 --> 00:02:39,280 Speaker 3: are up by five percent today. The company was added 49 00:02:39,360 --> 00:02:43,440 Speaker 3: to our broad market Russell three thousand index and small 50 00:02:43,520 --> 00:02:48,680 Speaker 3: cup cap Russell two thousand index today, so we see that, Yes, 51 00:02:48,840 --> 00:02:52,160 Speaker 3: the stock is up today significantly, but it's still done 52 00:02:52,200 --> 00:02:55,080 Speaker 3: by more than thirty percent since it's IPO, which happened 53 00:02:55,120 --> 00:02:58,720 Speaker 3: in late October. What is interesting is that when we 54 00:02:58,800 --> 00:03:03,000 Speaker 3: got analysts t Nishi, people are very bullish on this stock. 55 00:03:03,080 --> 00:03:06,720 Speaker 3: The price target is at around twenty five dollars. Now 56 00:03:06,720 --> 00:03:10,760 Speaker 3: it's trading in fifteen, so again Wall Street is polish, 57 00:03:10,840 --> 00:03:13,239 Speaker 3: but the company is still unprofitable, so there is still 58 00:03:13,280 --> 00:03:16,600 Speaker 3: a lot of kind of uncertainty around fundamentals. 59 00:03:16,919 --> 00:03:19,160 Speaker 1: It's interesting. I think there's gonna be quite a lot 60 00:03:19,200 --> 00:03:21,480 Speaker 1: of IPOs coming up in twenty twenty six and everyone's 61 00:03:21,520 --> 00:03:23,080 Speaker 1: going to be helding on with bated breath. You got 62 00:03:23,080 --> 00:03:25,799 Speaker 1: the one point five trillion potential coming from SpaceX for 63 00:03:25,960 --> 00:03:28,280 Speaker 1: people wondering whether or not Opening I will be cashing 64 00:03:28,280 --> 00:03:30,639 Speaker 1: in on the public markets coming to his IPO is 65 00:03:30,639 --> 00:03:32,919 Speaker 1: going to be remained something the topic du jure as 66 00:03:32,919 --> 00:03:34,880 Speaker 1: we see them perform into the next year. 67 00:03:35,360 --> 00:03:38,560 Speaker 3: Absolutely, and we are really excited that it's not just 68 00:03:38,680 --> 00:03:43,080 Speaker 3: big tech IPOs or aiplay. We see that some analysts 69 00:03:43,120 --> 00:03:47,800 Speaker 3: are interested in let's say industrials, consumer space companies, so 70 00:03:47,960 --> 00:03:51,760 Speaker 3: it's not going to be just pure AI driven stories. 71 00:03:51,960 --> 00:03:54,800 Speaker 3: But yes, twenty twenty six, but we said that about 72 00:03:54,840 --> 00:03:56,960 Speaker 3: twenty twenty five. Twenty twenty five will be a year 73 00:03:57,000 --> 00:03:59,800 Speaker 3: of IPO, So unless we have market uncertainty or big 74 00:03:59,800 --> 00:04:01,760 Speaker 3: b atory, is going to be a really exciting year. 75 00:04:03,320 --> 00:04:07,560 Speaker 2: The Stockmover's Report from Bloomberg Radio. 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