Workday大涨18%，应用材料跌3.7%，Tapestry重挫16%
Workday Soars, Applied Materials Slumps, Tapestry Slides | Stock Movers
[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, [music] your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. [music] I'm Tim Stavc along with Carol Masser. Let's take a look at some stocks on the move today. We've got Avalon Pernell with us, Bloomberg News equities reporter. It was a record day.
股市异动报告，[音乐] 您了解股市中公司动态的综述，利用彭博数据的力量。[音乐] 我是蒂姆·斯塔夫科，和卡罗尔·马瑟一起。让我们看看今天一些有变动的股票。我们有阿瓦隆·珀内尔，彭博新闻股票记者。今天是创纪录的一天。
It sure was. Definitely a lot of ups and downs. So despite that, we can start off with applied materials.
确实如此。肯定有很多起伏。尽管如此，我们可以从应用材料公司开始。
Yeah, right. We did get uh applied materials after the closing bell. Where are we?
是的，没错。我们在收盘后确实得到了应用材料公司的消息。我们现在情况如何？
Yes, that's ticker AMAT. It's currently down about 3.7% and that's after the semiconductor manufacturer reported just some modest upside in its third quarter results and also gave a fourth quarter outlook that generally surpassed estimates. However, they're becoming just another example that when it comes to the AI trade, good is generally not good enough. Um, Vital Knowledge even noting in their notes that applied materials seems to be the latest victim of a very very high bar for tech companies.
是的，那是股票代码AMAT。目前下跌约3.7%，此前这家半导体制造商公布的第三季度业绩仅小幅超出预期，并给出的第四季度展望也普遍超过预估。然而，它们正成为另一个例子，表明在人工智能交易中，表现好通常还不够好。嗯，Vital Knowledge甚至在他们的报告中指出，应用材料公司似乎是科技公司极高门槛的最新受害者。
We already saw it with Coherent, Cerebas, and Cisco just this past week as even if you're reporting earnings and guidance that is ahead of the street, if it doesn't have a lot of upside, it's giving a lot of investors pause. Yeah, I think it's interesting. Right. So, down 3.7%. And I think as they go through the analyst call and we'll see, you know, if there's some kind of commentary that gives uh people some better insight.
我们上周已经看到了Coherent、Cerebras和Cisco的情况，即使你公布的盈利和指引超出市场预期，如果没有很大的上升空间，也会让许多投资者犹豫。是的，我觉得这很有趣。对。所以，下跌3.7%。我想随着他们进行分析师电话会议，我们会看到，你知道，是否会有一些评论给人们提供更好的见解。
Just cuz Avalon mentioned Cerebrus uh the first day reporting after that most recent report. So they reported yesterday but the stock moved today fell as much as 16% in the session but ended up closing down about 12%.
因为阿瓦隆提到了Cerebras，在最近一次报告后的第一天报告。所以他们昨天报告了，但股票今天变动，盘中一度下跌16%，最终收盘下跌约12%。
Yeah. Down a lot. All right. So AAT as you said ticker AMAT. Let's go to workday which came on our radar radar [laughter] radar radar radar radar. No, on our radar. Um, and we saw the stock pop in a big way,
是的。跌了很多。好的。所以AAT，正如你所说，股票代码AMAT。让我们转到Workday，它进入了我们的雷达[笑声]雷达雷达雷达雷达。不，在我们的雷达上。嗯，我们看到该股大幅上涨，
big time. That's ticker WDAY. It jumped 18% to close out its best one-day leap in more than a decade. And that's after a report from Reuters saying that the private equity firm Silver Lake, Silverlake, excuse me, is in talks to potentially purchase a software provider. They've been a major victim of the SAS apocalypse. And so, definitely some good news and wanted news from investors in the markets today.
大幅上涨。那是股票代码WDAY。它上涨了18%，创下十多年来最大单日涨幅。此前路透社报道称，私募股权公司银湖（Silver Lake，抱歉）正在谈判可能收购这家软件提供商。他们一直是SaaS灾难的主要受害者。所以，这绝对是今天市场和投资者的一些好消息和期待的消息。
Yeah, seeing it down about 1.2 2% in the aftermarket. So, it's interesting, right? So, um I know our team, we talked with our Ryan Gould, um one of our deals, part of our deals reporting team and just saying they haven't I think they're still looking at the details and trying to confirm it out. So,
是的，盘后交易中下跌了约1.2%至2%。所以，这很有趣，对吧？嗯，我知道我们的团队，我们和我们的Ryan Gould谈过，他是我们交易报道团队的一员，他们说他们还在查看细节，试图确认这一点。所以，
but the big picture is keep an eye on it.
但大局是密切关注它。
Like you said, Avalon, you know, you said one of the major victims of the so-called SAS apocalypse. There are a lot out there and you know, we had a we had a conversation too uh earlier in the day with Rudina Ceeri who in she's a venture capitalist. She invests in AI companies and she said this if this goes through uh and you know it could be and they're able to make it sort of like an AI first company.
就像你说的，Avalon，你知道，你提到了所谓的SaaS末日的主要受害者之一。有很多这样的公司，你知道，我们今天早些时候也和Rudina Ceeri进行了对话，她是一位风险投资家，投资于AI公司。她说如果这笔交易通过，你知道，有可能，而且他们能够把它变成一家AI优先的公司。
I that was wild. could be like a like not a template, but that's kind of the takeaway I had from the conversation of of other take private deals because
我觉得那太疯狂了。可能不是模板，但这就是我从对话中得到的启示，关于其他私有化交易，因为
a lot of these companies have been beat up so much
很多这样的公司已经被打击得很厉害
cuz they have first of all an incredible customer base, right? There's a lot there in terms of their reach um and their clients and so if you come somehow can make the transition maybe that is right a formula for going forward. Um let's talk about TPR. Yes, Tapestry. They did not have as good of a day to say the least. They sank about 16% into the close for their worst one day drop since March 2020. We all know what happened there.
因为他们首先拥有令人难以置信的客户群，对吧？在影响力和客户方面有很多优势，所以如果你能以某种方式实现转型，也许这就是前进的公式。嗯，让我们谈谈TPR。是的，Tapestry。他们今天至少可以说表现不佳。收盘时下跌了约16%，这是自2020年3月以来最糟糕的单日跌幅。我们都知道那时发生了什么。
And that's after the parent company of Coach and Kate Spade gave forecast for the fiscal year 2027. That at least at the midpoint was slightly below expectations. City noting that while the guidance was a little bit light, they were impressed by the fact that Coach continues to maintain a positive point and seems to still have a lot of momentum ahead for the brand, which as we already know, Tapestry has really been seeing a large pop in shares given that popularity amongst Gen Z and Millennial shoppers.
这是在Coach和Kate Spade的母公司发布2027财年预测之后。至少在中点，略低于预期。花旗指出，虽然指引略低于预期，但他们印象深刻的是，Coach继续保持着积极的态势，似乎品牌仍有很大的发展势头，正如我们已经知道的，Tapestry的股价因为受到Z世代和千禧一代购物者的欢迎而大幅上涨。
Yeah, they've definitely reinvented themselves. I mean, the stock has a little changed on the year. Um, but they have really over the many I mean, last year it was up 95%. So, we saw quite a rally. It's just Coach and Kate Spade.
是的，他们确实重塑了自己。我的意思是，股价今年变化不大。嗯，但他们在过去，我的意思是，去年上涨了95%。所以，我们看到了相当大的反弹。只是Coach和Kate Spade。
Coach No, they have other companies in there. I forget who else is in there.
Coach不，他们还有其他公司。我忘了还有谁。
Okay. Yeah. So, definitely Coach and Kate Spade are the big ones.
好的。是的。所以，Coach和Kate Spade肯定是主要的。
Yes.
是的。
Wow. Okay.
哇。好的。
Now, you
现在，你
I can't I I Maybe it's because I don't shop at the right places, Carol.
我不能，我，也许是因为我不在合适的地方购物，Carol。
No, I think it Coach and Kate Spade.
不，我认为是Coach和Kate Spade。
Is that it? That's it.
就这些吗？就这些。
They did used to own Steuart Whitesman, but it looks like they sold it off back in 2025.
他们曾经拥有Stuart Weitzman，但看起来他们在2025年把它卖掉了。
Okay. Don't you love how we digress? Avalon,
好的。你不喜欢我们这样跑题吗？Avalon，
are you doing some shopping, Carol?
卡罗尔，你在购物吗？
No.
没有。
Okay.
好的。
No,
没有，
just looking at the computer.
只是在看电脑。
Yeah. No, I was like looking for the brands. She's calling [music] me out.
是的。不，我在找品牌。她在[音乐]说我呢。
She's coaching Kate Spade up there.
她在上面指导凯特·斯佩德呢。
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