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 --> 00:00:16,160 Speaker 2: the stock market. Harnessing the power of Bloomberg data. 4 00:00:16,520 --> 00:00:18,000 Speaker 3: Take a look at some of the stocks on the 5 00:00:18,000 --> 00:00:20,480 Speaker 3: move today. We can do that with Bloomberg's a belly Lichschaltz, Billy, 6 00:00:20,480 --> 00:00:21,000 Speaker 3: What are you looking at? 7 00:00:21,120 --> 00:00:24,120 Speaker 1: I want to start with Celsia's holdings tick her ce LH, 8 00:00:24,320 --> 00:00:28,200 Speaker 1: the fifteen billion dollar energy drink maker, eating expectations right now, 9 00:00:28,280 --> 00:00:32,280 Speaker 1: up about fifteen percent. Management talking up the demand the 10 00:00:32,320 --> 00:00:36,560 Speaker 1: diversification of energy drinks. They have a female focused energy 11 00:00:36,640 --> 00:00:39,879 Speaker 1: drink that is driving some pretty darn good growth. That 12 00:00:40,000 --> 00:00:43,839 Speaker 1: is the Alani New which management and analysts really say 13 00:00:43,880 --> 00:00:46,680 Speaker 1: is a potential long term growth driver. I don't know 14 00:00:46,720 --> 00:00:48,760 Speaker 1: about you, guys, I don't know energy drinks. Not really 15 00:00:48,800 --> 00:00:51,280 Speaker 1: my cup of tea more of a like double Americano 16 00:00:51,479 --> 00:00:53,599 Speaker 1: when I want really caffeine. 17 00:00:53,640 --> 00:00:55,400 Speaker 3: All right, but interesting double short mocha. 18 00:00:55,480 --> 00:00:58,960 Speaker 1: Here there you go? Oh okay, nice respected yep. Also 19 00:00:59,080 --> 00:01:02,680 Speaker 1: then going to pivot to Snowflake Tick or snow one 20 00:01:02,680 --> 00:01:06,240 Speaker 1: of my favorite tickers right now up six percent, biggest 21 00:01:06,280 --> 00:01:09,560 Speaker 1: intro day game at its highs since August. This is 22 00:01:09,600 --> 00:01:11,760 Speaker 1: one of those stocks that just been beaten down heavily 23 00:01:12,319 --> 00:01:15,319 Speaker 1: with investors selling down some of the software stocks. Even 24 00:01:15,360 --> 00:01:20,800 Speaker 1: with today's rally, it is down eighteen percent years get 25 00:01:21,200 --> 00:01:24,479 Speaker 1: and even looking through the analyst notes like pretty solid print, 26 00:01:24,640 --> 00:01:27,720 Speaker 1: not too great looking at their forward guidance better than 27 00:01:27,840 --> 00:01:30,240 Speaker 1: was expected. But some some of the traders that I 28 00:01:30,280 --> 00:01:33,400 Speaker 1: talked to were saying, you know, management team maybe being 29 00:01:33,440 --> 00:01:36,440 Speaker 1: a bit more optimistic than expected. So we are seeing 30 00:01:36,480 --> 00:01:38,720 Speaker 1: maybe some short covering or just people taking some of 31 00:01:38,720 --> 00:01:40,720 Speaker 1: those bets on Snowflake right now. 32 00:01:40,880 --> 00:01:42,600 Speaker 3: I'd tell you, boy, if I was a hedge fund, 33 00:01:43,280 --> 00:01:45,360 Speaker 3: I'd be in my boss saying, I think we need 34 00:01:45,400 --> 00:01:46,880 Speaker 3: to buy them. I think we need to just go 35 00:01:46,880 --> 00:01:49,000 Speaker 3: on ear and buy all these names that are down 36 00:01:49,040 --> 00:01:49,840 Speaker 3: twenty thirty percent. 37 00:01:49,920 --> 00:01:50,320 Speaker 1: This is to. 38 00:01:52,080 --> 00:01:53,560 Speaker 3: Call one way or the other exactly. 39 00:01:53,640 --> 00:01:55,440 Speaker 1: You can make a ton of money and you're now 40 00:01:55,520 --> 00:01:58,040 Speaker 1: the guy who, like Michael Burry, you were writing one time, 41 00:01:58,080 --> 00:02:00,680 Speaker 1: and we write books and make TV shows value. Or 42 00:02:00,760 --> 00:02:03,320 Speaker 1: I'd probably be the other guy right in video, the 43 00:02:03,320 --> 00:02:06,800 Speaker 1: one that matters in Vidio ticker NVDA right now down 44 00:02:07,040 --> 00:02:09,680 Speaker 1: three point seven percent, worst day and call it two 45 00:02:09,680 --> 00:02:13,320 Speaker 1: and a half weeks or three weeks came after pretty 46 00:02:13,400 --> 00:02:17,280 Speaker 1: darn good earnings at least have the face value beating 47 00:02:17,280 --> 00:02:20,600 Speaker 1: expectations on revenue, gross margins still looking strong, just you're 48 00:02:20,680 --> 00:02:24,160 Speaker 1: over your growth north of seventy percent. The big debate 49 00:02:24,200 --> 00:02:27,840 Speaker 1: around the company and the entire AI ecosystem, obviously, is 50 00:02:27,880 --> 00:02:30,640 Speaker 1: at what point is there a slowdown? At what point 51 00:02:30,639 --> 00:02:35,280 Speaker 1: does hyperscaler CAPEX hit its kind of breaking point. Analysts 52 00:02:35,280 --> 00:02:37,560 Speaker 1: still again across the board more or less bullish, But 53 00:02:37,600 --> 00:02:39,440 Speaker 1: the big puts in takes or debates on some of 54 00:02:39,440 --> 00:02:43,000 Speaker 1: the desks so far this morning is when does that 55 00:02:43,360 --> 00:02:45,639 Speaker 1: kind of max out? You can't grow it seventy percent forever. 56 00:02:46,880 --> 00:02:50,920 Speaker 2: The Stock Movers report from Bloomberg Radio. Check back with 57 00:02:51,000 --> 00:02:53,560 Speaker 2: us throughout the day for the latest roundup of companies 58 00:02:53,639 --> 00:02:56,720 Speaker 2: making news on Wall Street and for the latest market 59 00:02:56,760 --> 00:03:01,240 Speaker 2: moving headlines. Listen to Bloomberg Radio Live, catch us on YouTube, 60 00:03:01,320 --> 00:03:04,799 Speaker 2: Bloomberg dot com, and on Applecarplay and Android Auto with 61 00:03:04,880 --> 00:03:06,360 Speaker 2: the Bloomberg Business app.