美股收盘：英伟达涨3.4%，Shopify涨17%，多股财报超预期

[music] Bloomberg Audio Studios podcasts, radio, news. This is the closing bell on the stock movers report. The companies [music] making moves at the close of US trading with Carol Masser, Tim Stenc, Roma Bostic, and Katie Grifeld. [music]

All right, guys. Let's get to some of the individual gainers as we await some earnings. Nvidia, uh, that stock up 3.4% 4% off its highs but nonetheless a gainer on this uh Wednesday. Uh that uh company as I mentioned up more than 3% stock gaining after SpaceX said it would exclusively use Nvidia AI chip. SpaceX expects to have approximately 2 gawatts of computing capacity by the end of this year could rise to as much as 10 gawatts next year.

That's its projections. Nonetheless, I gave uh remain a boost to Nvidia the stock up roughly 17% year to date.

Yeah, a little bit earlier we got earnings out of booking. Those shares rallied 12% on the day. We're now hearing from one of its competitors, Expedia. Those shares slightly in the after hours trade after the company said gross bookings in the quarter did come in slightly above estimates at 33.93 billion. Revenue $4.32 billion. That's also a beat. Adjusted EPS $5.76. And that is a beat. Here's your guidance for the full year.

The company says expect revenue of 16.05 to6.22 billion. That is a raising of their guidance. Their previous guidance was 15.6 to 16 billion. So basically a beat and raise quarter uh for the company uh as uh you see the shares just slightly higher up about 1 and a half%.

Yeah, the stock's actually up about 12% year to date. It looks like it might be actually in the regular session maybe closing at a record high but nonetheless we did see it hit a 52- week high in today's session. Again, investors liking what they heard from the company up about 5% here now in the aftermarket. uh second quarter adjusted IBIDA 1.12 billion versus 1.04 and then in terms of the outlook just to go back there sees third quarter revenue 4.65 to 4.75 and Tim that is a boost uh estimate on the street was 4.66 billion

yeah for Expedia group shares up 4.8% 8% right now. Arian Goran, the CEO of the company, she said, quote, "We continue to strengthen our marketplace through more personalized consumer product experiences and expanded supply across our business while leveraging AI as a force multiplier to innovate faster and operate more efficiently." Uh, I guess I want to know more details about how they're using AI and how it made them more efficient.

I think people could say, okay, well, the conversation is starting to shift from these companies now adopting this technology and making them more efficient. So, where does that show up on the bottom line? All right, we're going to wait for some more earnings. I'm going to go back to some gainers. Shopify, have to mention, at its highs, up almost 25% today, finishing the day with a gain of about uh 17%, number one gainer in the NASDAQ 100 today.

Um the highest level since January. The e-commerce giant reported uh third quarter revenue outlook, beating expectations, strengthening the view that it faces limited disruption from artificial intelligence. Revenue is seen growing at uh a low30s percentage rate ahead of Wall Street's expectation of a 27% jump. It would mark the sixth consecutive quarter revenue growth exceeding 30%. Keep in mind the stock has definitely uh been under pressure.

It had fallen 23% this year through Tuesday's close. Stock now still down about 10% amid concerns about AI disruption but maybe easing some of those investor concerns remain. block XYZ Jack Dorsy's company out with its earnings second quarter revenue does appear to be a beat particularly with its square segment revenue. But the redhead has to do with their third quarter forecast. The company says operating income for the current quarter will be $875 million.

That's above street estimates of roughly about $866 million. The company also says uh that for the quarter it expects gross profit of about 3.13 billion. That's just a nudge higher than what the street was looking for uh for this particular quarter. The company also providing some fullear guidance. It's also uh just a smidge above analyst estimates.

Yeah, absolutely. Just going through the snapshot here. You mentioned some of the highlights. Um just looking for some commentary here. So again, sees adjusted operating income for the third quarter 875 million. The estimate was 8.65.7. Uh sees gross profit of 3.13 billion. The estimate is for 3.12. So a little bit better and again seeing adjusted operating margin of about 28%. Tim that stock bouncing around in the aftermarket now unchanged but we did see it a little bit higher earlier on.

Remember this is the company that a few quarters ago shocked the markets by massive layoffs. A lot of people in wake of that said okay well it was because of overhiring that happened during the pandemic but again going back to what what everybody's looking for. Okay did AI replace these employees? Is AI making the company more efficient? shares of block initial reaction now up more than 4% in the after hours.

All right. Well, we're starting to uh get some uh numbers trickling out here right now for Western Digital, the company that now uh wants to be referred to as uh WD uh one of the big memory storage uh device makers. Uh the company says that net revenue for the quarter did come in at about 3.75 billion. The street on average was looking for 3.68. So that is a beat. Adjusted EPS coming in at $3.56 a share. The street was looking for $3.31.

This release is a bit of a beast to parse through, but you see the reaction in the shares there. They're down about 12%. So, the numbers for the most recent quarter did beat, but clearly something else in here that investors are focusing on, and it might have to do with the forecast. The company says that for the current quarter, which is its fiscal first quarter, it expects revenue of 4 billion to 4.2 billion. The street was looking for 4 billion on average.

So the low end of that range pretty much on the nose of what the street was looking for. The company says gross margin in the quarter will be 56%. The street was looking for 53.8. The company says operating expenses in the quarter will be lower than what the street was. What's the problem? At 390 to $400 million and adjusted EPS in the quarter will be 385 to$415. The low end of that range above the average of streets.

What's the problem?

Uh high expectations.

Yeah. Well, the stock's up more than 200% year to date. So I I would definitely go into that. I mean go again going to some of the outlook here. The company sees first quarter adjusted gross margin 55% to 56. The estimate was 53.8. So that's um I would say upbeat there. Uh the company sees first quarter operating expenses looks like they're reigning them in a little bit. 390 million to 400 million. The estimate was for 475 3 million.

And then digital, Western Digital C's first quarter adjusted EPS 385 to 415 a share. The estimate on the street was 383.

So this is a little I got a little head scratching here.

But the company commentary from from the company's CEO now as Roma mentioned WD is how the company wants to be referred to. Irving Tan says that demand is that they have confidence in demand. He says, quote, "As global data creation continues to accelerate, we enter fiscal year 2027 with continued confidence in the durability of demand and with increasing visibility in to our business. With our scale, technology leadership, and operational discipline, WD is well positioned to capitalize on the secular data growth opportunity and deliver long-term shareholder value."

I just want to point out real sorry, just real quickly, we are still waiting. Sanders, can I should point there is a ton of trading activity going on in it right now. Those shares are also down about 8%. Uh the release has been posted on the company's website. We have not get gotten it on the Bloomberg termin

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