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 that's.
Speaker 1: Drill into some of the individual movers. Very pleased to
Speaker 1: say that we're going to be able to be doing
Speaker 1: that across the board when we think about who's going
Speaker 1: to be tracking what moves and when and by whom.
Speaker 1: And we've got an Italian in the house, so we
Speaker 1: can look across the board and what's happening with the
Speaker 1: Italian Nijevich and your equity support of bloombag News tell
Speaker 1: us what's dictating trade for you at.
Speaker 3: The moment, right, So let's start with the biggest, one
Speaker 3: of the biggest move vers today, Warner Brothers. The ticker
Speaker 3: is WBD. Shares are up by three point almost five
Speaker 3: percent today. As we know, Larry Ellison, who is a
Speaker 3: co founder of our oracle and the father of David Ellison.
Speaker 3: So he agreed to provide a personal guarantee ir, irrevocable
Speaker 3: personal guarantee of this forty zero point four billion dollars
Speaker 3: in equity financing for this paramount's bid for Warner Brothers.
Speaker 3: So basically he agreed not to revoke family trust while
Speaker 3: the deal has been pending. And also we know that
Speaker 3: Paramount offered to increase regulatory reverse termination fee to five
Speaker 3: point eight billion dollars from five billion dollars, matching Netflix offer.
Speaker 3: And for now, the next stage is basically to wait
Speaker 3: and see how shareholders react. And if I'm not mistaken,
Speaker 3: we do have time until January twenty first, so we'll
Speaker 3: see how this plays out.
Speaker 1: Yeah, they push back that date for shareholders to react.
Speaker 1: You're also looking in the energy space. What's kind of
Speaker 1: a fast soil.
Speaker 3: Yeah, so First Solar, the ticker is FSLR. Shares are
Speaker 3: up by six point five percent, one of the biggest
Speaker 3: and highest intra day moves since June twenty twenty four.
Speaker 3: This is after Alphabet agreed to buy clean energy developer
Speaker 3: Intersect Power. So this is one of Alpha's biggest deals.
Speaker 3: Of course, it will help the company to get more
Speaker 3: access to electricity. The reason why First Solar is up
Speaker 3: today because Intersect is one of its biggest clients and
Speaker 3: First Solar sells solar panels to Intersect and they have
Speaker 3: a contract from twenty twenty five to twenty twenty nine
Speaker 3: so it is a big beneficiary of this big deal
Speaker 3: and trade right.
Speaker 1: Now, I'm a feeling that's going to be a trend
Speaker 1: energy for the AI space and certainly want to watch
Speaker 1: what about Nevan? What are you looking at that?
Speaker 3: Yeah, so this is one of the post IPO stories.
Speaker 3: So we saw that Nevan, the Tickeries and AVN shares
Speaker 3: are up by five percent today. The company was added
Speaker 3: to our broad market Russell three thousand index and small
Speaker 3: cup cap Russell two thousand index today, so we see that, Yes,
Speaker 3: the stock is up today significantly, but it's still done
Speaker 3: by more than thirty percent since it's IPO, which happened
Speaker 3: in late October. What is interesting is that when we
Speaker 3: got analysts t Nishi, people are very bullish on this stock.
Speaker 3: The price target is at around twenty five dollars. Now
Speaker 3: it's trading in fifteen, so again Wall Street is polish,
Speaker 3: but the company is still unprofitable, so there is still
Speaker 3: a lot of kind of uncertainty around fundamentals.
Speaker 1: It's interesting. I think there's gonna be quite a lot
Speaker 1: of IPOs coming up in twenty twenty six and everyone's
Speaker 1: going to be helding on with bated breath. You got
Speaker 1: the one point five trillion potential coming from SpaceX for
Speaker 1: people wondering whether or not Opening I will be cashing
Speaker 1: in on the public markets coming to his IPO is
Speaker 1: going to be remained something the topic du jure as
Speaker 1: we see them perform into the next year.
Speaker 3: Absolutely, and we are really excited that it's not just
Speaker 3: big tech IPOs or aiplay. We see that some analysts
Speaker 3: are interested in let's say industrials, consumer space companies, so
Speaker 3: it's not going to be just pure AI driven stories.
Speaker 3: But yes, twenty twenty six, but we said that about
Speaker 3: twenty twenty five. Twenty twenty five will be a year
Speaker 3: of IPO, So unless we have market uncertainty or big
Speaker 3: b atory, is going to be a really exciting year.
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