美股收盘：Riot涨、eToro跌、超微财报超预期

[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] Let's take a look at some of the stocks that move to higher today. I want to start with a couple alternative asset managers, KKR and Apollo. Those both moving higher. KKR to the tune of 7% today.

Uh Apollo up 6.3%. These were among the firms that outperformed financial peers after Nvidia tapped some Wall Street investment firms for that $500 billion funding commitment. Uh Apollo, Blackstone, Black Rockck, Brookfield Asset Management partnering with Nvidia to source $500 billion in financing for AI infrastructure. The coalition also includes Goldman Sachs and KKR. Also, I'm watching what's going on with Riot Platforms.

Speaking of AI infrastructure, shares were up as much as 22%.

Wow. I thought what happened?

I don't know what happened. I mean, maybe a little bit of the air came out of this balloon, but it was still higher by 4.3% today. This was a Bitcoin mining company that now has pivoted to AI infrastructure.

Bitcoin mining companies.

Sorry.

Weren't we all once Bitcoin?

We were all [laughter] And maybe once we will all be AI infrastructure companies. That's that's the question. Uh a $9.1 billion deal with Anthropic. Uh that for 191 megawatts of computing in Riot's Rockdale, Texas campus. It's expected to generate $9.1 billion in revenue, but it goes through June of 2048. That is a commitment. What are you guys going to be doing in

June of 2048?

Yeah. Okay. Yeah. I I can't do the math that quick, but you average out that $9 billion over the next uh 20 years. Yeah, I guess that's what that's what the calculator says.

Okay, maybe maybe that's why the stock went from up 20% to only up four.

Maybe [laughter] maybe people people saw the fine print. Uh okay, so speaking of uh maybe looking backward a little bit, uh

we are talking about bending spoons. The stock was up 4% today. Also up higher earlier in the session.

This is this is the this is Roma. This is all the the stuff you and I used to use.

Yes. Used to

back back in the day.

Yes. you know, Vimeo, AOL, Evernote, those in there somewhere.

They're kind of creating this private equity style roll out there.

Nothing. I don't have Carol M.

Okay.

Mizuo hiked its price target ahead of the company's first earnings report. Um, this was the second consecutive session for uh the company, the stock moving higher today. It hit an all-time high earlier. We'll see what earnings say. Um, but this has performed pretty well since that IPO. I do have a source who had an AOL email and that was shocking to me and gave me a heart attack.

We have any decliners say

well yeah let's take a look at what is down today. Let's start with Beyond Me. I mean big declines there. Stocks down more than 20%. That is the biggest decline since October. We know of course that the board has elected for a 1430 reverse stock split of its common stock. That's probably what's pressuring those shares as well. And remember we saw a second quarter decline in their net revenue and analysts are recognizing they is slowly improving its business is just proving to be slower than expected here.

So a lot of red on the screen for beyond me today.

A little bit of red on the screen right now for Lmentum. Actually the G shares oscillating between gains and losses. The maker of optical equipment used in a lot of this uh uh technology buildout. Uh providing its quarterly update here. Revenue in the most recent quarter does look like it came in above average. Adjusted EPS also beating the average of street estimates $3.23. That's your bottom line number. The street was looking for $2.97.

But here's the guidance for the current quarter. This is the fiscal first quarter. The company says net revenue will be in a range of 1.23 to 1.28 billion. The street was looking for 1.15 billion. So it looks like for the most recent quarter, it did beat on most of the key metrics and at least right now on the revenue guidance. So going forward, it also does appear to be coming in above what the street was looking for.

I'm going right to that press release for any commentary we can get around these numbers. The company's president CEO, Michael Hursten, saying that Lentum is positioned at the heart of a secular industry shift. Talks about AI compute workloads increasing in both speed and bandwidth. Data center architects are turning to optical links as a primary means of connectivity. The company also says increasing demand for ultra high power CPO lasers, an initial order for ELS modules as well as our breath of NPO engagements are the first signs that optics are starting to penetrate in rack connectivity.

Roma.

All right, there's a lot of words there. I'm not sure I understand most of them. That

Dr. Roma.

Well, let's take a look at Super Micro. Of course, this company builds all builds and sells all these AI servers out there. Company of course that has gone through some fits since starts. This shares up about 8% in the after hour trade. The gross margin coming in above estimates 17.6% EPS above estimates a $1.70 versus a $159 that the street was looking for. Net sales 11.12 billion. That's a slight miss. The street was looking for 11.26 billion.

Still digging around here for any sort of forecast. But it does appear at least on the bottom line it beats and that was a key metric here. People were really looking more towards profitability. Remember, this is a company that provided us with a pre-announcement about 3 weeks ago saying that its revenue would be at the lower end of its previous range here. So, all around here, it looks like they're relatively coming in uh with what the street was looking for.

Yeah, shares of Super Micro up about 7% in the after hours. Uh looking for some commentary. The company's founder, president, and CEO says, "As demand accelerates, we are improving profitability through a richer enterprise customer mix and broader adoption of our optimized data center building block solutions architecture combined with continued investment in tech leadership, manufacturing scale, and global compliance.

That's key there. Global compliance. We are enabling customers to deploy AI infrastructure faster and more efficiently." Shares of Super Micro up 9% in the after hours. This has been a volatile stock though. See the net sales forecast for the first quarter, guys, 14.5 to 15.5 billion. The street on average was looking for 12 billion. So, uh, guiding well above street estimates. [music] 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.