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Rocket Lab、Moderna、英特尔盘前异动

RocketLab Climbs; Moderna Flu Shot; Intel Stock Offering | Stock Movers

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[music] Bloomberg Audio Studios podcasts, radio, news.

[音乐] 彭博音频工作室播客、广播、新闻。

The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.

股票异动报告,为您汇总股市中异动的公司,利用彭博数据的力量。

Let's take a look at some stocks on the move today. Matt Piper, what do you got in stock movers today?

让我们看看今天有哪些股票异动。马特·派珀,今天你的股票异动有哪些?

Thank you. That sounds good, Tom. I like Taylor. And let's talk about Rocket Lab. We're talking about space. SpaceX has been in the news all summer. Rocket Lab now. It plunged 36% last month, but this month it's a different story. It's up about 1% in the pre-market. The company is set to report its second quarter 2026 financial results today. Now, it just won a $397 million contract to build and launch a spacecraft for the US Space Force using its upcoming Neutron rocket.

谢谢。听起来不错,汤姆。我喜欢泰勒。让我们谈谈火箭实验室。我们在谈论太空。整个夏天SpaceX都在新闻里。现在是火箭实验室。上个月它暴跌了36%,但这个月情况不同。盘前上涨约1%。该公司今天将公布2026年第二季度财务业绩。就在刚刚,它赢得了一份价值3.97亿美元的合同,使用其即将推出的中子火箭为美国太空部队建造并发射一艘航天器。

These are called flatalites to satellites. Okay, so they're satellites that are flatter and more stackable they say than their conventional counterparts. Now, more and more private space companies and national space agencies are expected to launch these satellites to upgrade their communication and their surveillance capabilities. So certainly you will probably be hearing more about flats very good

这些被称为扁平卫星。好吧,所以它们是比传统卫星更扁平、更易堆叠的卫星。现在,越来越多的私营太空公司和国家级航天机构预计将发射这些卫星,以升级其通信和监视能力。所以,你肯定会在未来听到更多关于扁平卫星的消息。

in the future.

在未来。

All right. Uh what's next? Madna. So Madna is moving today. It's up about 2 and a half% in the pre. We haven't heard about them in a little bit, right? So, the most likely catalyst is just the other day the FDA approved its seasonal influenza vaccine. Co, I guess, is in the rearview now. We're talking more about flu with flu season coming up here. This is a big regulatory win that gives the company its first approved flu shot.

好的。接下来是什么?Moderna。所以Moderna今天有异动。盘前上涨约2.5%。我们有一阵子没听到他们的消息了,对吧?所以,最可能的催化剂是前几天FDA批准了其季节性流感疫苗。我想,新冠现在已经过去了。随着流感季节的到来,我们更多谈论流感。这是一个重大的监管胜利,使该公司获得了首个获批的流感疫苗。

They've obviously had other approvals in the past. This is its first flu shot. The move may also be getting support from the company's recent second quarter update, which showed a narrower quarterly loss, guys. All right. Uh, last one. Intel. Intel's been in the news and it's in the news today. It's taking advantage of the AI boom and the data center boom. Lots and lots of people are saying, "I don't want that data center in my backyard."

他们过去显然有过其他批准。这是它的首个流感疫苗。这一变动可能还受到公司最近第二季度业绩的支持,该业绩显示季度亏损收窄,各位。好的。最后一个,英特尔。英特尔一直在新闻中,今天也在新闻中。它正在利用人工智能热潮和数据中心热潮。很多人都在说:“我不想让那个数据中心建在我家后院。”

Well, it's saying this morning that it will [clears throat] be offering $15 billion in common stock amid a renewed interest in its business prospects. Now, Intel says that money Yeah.

嗯,它今早表示将发行150亿美元的普通股,因为对其业务前景的兴趣重新升温。现在,英特尔表示这笔钱。是的。

No, I'm just I I'm just curious like you were talking about they're setting up data centers. When are they going to start helping all the people around the data center?

不,我只是,我只是好奇,你刚才说他们在建数据中心。他们什么时候开始帮助数据中心周围的人?

I

I'm just waiting for the first press release. Like they could even offer stock Matt, don't you think?

我只是在等待第一份新闻稿。比如他们甚至可以发行股票,马特,你不觉得吗?

Yeah. I mean,

是的,我的意思是,

to the people around the data center,

对于数据中心周边的居民来说,

people are complaining already about the water and different things around these centers that are popping up

人们已经在抱怨这些不断涌现的数据中心带来的水资源和其他问题,

and you electricity. You need electricity to run these things. And who's paying for that electricity?

还有电力问题。运行这些设施需要电力。那谁来支付这些电费呢?

I mean, it's like all of a sudden, you know, it's like a Henrietta Trace issue. It's like a huge deal.

我的意思是,这就像突然之间,你知道,就像海拉细胞系问题一样,是个大问题。

It's getting political. Yep.

这变得政治化了。是的。

Yeah.

是的。

So, what else do you have on Intel? So, Intel shares have nearly tripled in value so far this year to about $11 as it works on a turnaround of its business. Now, it does not actually make those AI specific chips, but data center demand has increased sales of its central processing units. Sales in Intel's data center segment soared 59% last quarter, more than double the pace of Intel's overall revenue. In the pre-market, Intel is down right now, so we'll see what happens.

那么,关于英特尔还有什么其他消息?英特尔股价今年迄今已上涨近两倍,达到约11美元,该公司正在努力实现业务转型。虽然它并不生产那些AI专用芯片,但数据中心需求增加了其中央处理器的销量。英特尔数据中心部门上季度销售额飙升59%,是英特尔整体营收增速的两倍多。在盘前交易中,英特尔股价目前下跌,我们拭目以待。

But yeah, I mean on social media you just see people saying

但确实,我的意思是,在社交媒体上你会看到人们说

about these community board hearings and different city council hearings, data center, [music] data center, not in my backyard. They're popping up a lot of places.

关于这些社区委员会听证会和不同的市议会听证会,数据中心,[音乐] 数据中心,不要建在我家后院。它们正在许多地方涌现。

The Stock Movers Report from Bloomberg Radio. Check back with us throughout the [music] day for the latest roundup of companies making news on Wall Street. And for the latest market moving headlines, [music] listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and on Apple CarPlay and Android Auto with the Bloomberg [music] Business App.

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