美股收盘：CoreWeave大涨19%，Home Depot跌3%

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

All right, guys. Let's get to some of the individual gainers. I had some nice names to choose from. I'm going to go through to some of the Neoclouds. Uh take a look at Core Weeve and also Nebius. Cororeweave up uh 19.2% so just off its highs of the session. Nebas also an outperformer up about 34%. Uh we saw these names uh on the top gainer list. Are you guys okay?

Yeah, we're fine.

All right, come on.

Isabelle slipped.

Oh, are you okay?

No, [laughter] Isabelle. Usually that's my that's my move.

Or Isabelle, were you pushed?

Uh it's a secret I'll never tell.

All right. All right. All right. Let's go back to gainers. All right. It's a corewave and Nebia definitely some outperformance. Corewave surging after the AI spending frenzy spurred faster sales growth than anticipated. Sales expected to be 3.45 billion to 3.6 billion in the third quarter. The backlog was 104 billion at the end of the quarter. It inked more than 25 billion in new customer commitments after the period ended suggesting that AI demand remained strong.

Yeah, I would say so. Uh and then you had Nebas uh another Neo cloud reported second quarter revenue that beat estimates. That stock, by the way, is up 193% year to date. Coreweave is up 49% year to date. All right, let's go on over to kind of staying with the AI trade. Some of those optical uh companies uh Lum Holdings, Fraet, Corning, all outperforming. What's your problem there, Stenc? All right, Lmentum is up more than 13%.

Fabernet uh riding the wave up uh almost 9% and up more than 4% is Corning. Uh the reason we're talking about this is that uh Lamentin Holdings up about 150% 150% year-to- date. Analysts are positive on the maker of optimal optical equipment after it reported fourth quarter results results that beat expectations and gave an outlook above analyst consensus and then it just pushed other names in the space higher. Should I stop now?

No, go. I'm just jealous on a day where I had trouble finding decliners.

I'm just jealous. I'm rushing through cuz I'm like what's the problem? All right. Then Vestus Wind Systems. I love this. The ADR is rallying up the most since about November of 2012 to its highest since March of 2022. That stock up more than 19%. Uh company lifted its profit guidance for the year and announced a share buyback following a jump in turbine orders. Keep in mind they've been working on a turnaround um after the company spent a lot of years trying to sustain uh profitability.

But nonetheless, investors liking what they got from the company on the latest update. All yours. Well, even though you had almost an even split between gainers and decliners in the S&P, it was kind of tough to find uh decliners with actual stories or interesting narratives behind them. Home Depot is one of those in the S&P, down 3% today. Uh Ted Decker, the company CEO, is taking temporary medical leave of absence. The senior vice president, Anmie Campbell, and CFO Richard McFall will oversee day-to-day operations and financial management during leave.

Decker is expected to return quote within the next few months and has said the company has the right strategy in place to grow share in any market. Okay, once again, shares of Home Depot, finishing the day down by just about 3%. And Rare Earths and Critical Minerals, let's go there now into US Antimony, which actually had the worst day going back to October of 2020. This as a result of the company's most recent earnings report.

Shares fell in US Antimony by 24 1.5% today. Uh this after the mining company cut its fullear outlook for gross revenue and lower antimony prices. We actually had Gary Evans on our program, the CEO of US Antimony, earlier this week, and we talked to him a little bit about what it would be for the US government to take a stake in his company as it's done with other companies, including MP Materials. He said he'd be open to it and he'd be willing to offer as much as 20% of the company, but nothing over 20%.

You guys are kind of disappointed. I think

it's a different it's a different world where we're talking about this especially during you know a Republican administration when you know it's kind of surprising to hear that the government is taking stakes in publicly traded companies. Uh finally uh speaking of the administration ticker DJT Trump media and technology shares fell today by a little more than 7%. uh two media organizations, the Intercept Media and Freedom of the Press Foundation, sued President Trump over Trump Media and Technology Group's plan to sell faster access to his Truth Social posts.

The suit seeks an order declaring the exclusive posting of government information on Truth Social to be unconstitutional and blocking the Trump administration from using it for that purpose. We did see shares fall on Monday and Tuesday. Also yesterday they fell after the company reported a net loss for the second quarter of $238.1 million and revenue of only $1.67 million remain.

Earnings crossing the wire from Cerebras and from Cisco. The knee-jerk reaction on Cisco to the upside for its fiscal fourth quarter. A beat on adjusted EPS22. The street was looking for a $1.17 revenue $17.3 billion in the quarter and that is also a beat. Here is the guidance. The company says that for the current quarter, its fiscal first quarter, the company expects revenue of 18 to 18.2 billion, the street was looking for 16.8.

So, a big beat even on the bottom line of that range. As for EPS for the current quarter, $132 to $134 profitability and profitability that's higher than the average of street estimates for $1.17. And for the full year, here's your guidance. Adjusted EPS of 505 to 511 a share. the street looking for 484 revenue for the full year fiscal year that that's the quarter that we're in right now. Uh 72.2 billion to 73.4 Street looking for 69.

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