英伟达单日市值增4450亿美元，创4月以来最佳表现

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the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. I'm Jim Stenc along with Lisa Mateo. Let's take a look at some stocks on the move. Today we are joined by Bloomberg News senior equities reporter Bailey Lip Schultz. Hey Bailey,

what's going on Tim?

Um, we're not much.

We're having fun. It's like, you know, it's an Nvidia kind of trade. It's a tech trade. A lot of cloud or software as a service companies, I should say, moving today. We're thinking about Jackson Hole tomorrow. What about you?

Yeah. All things Nvidia.

Yeah. Okay. Let's go.

NVDA up 8.7%. Okay. So, best day since April. The thing that blows my mind, if I round up ever so slightly, the company added a palunteer to its market cap today.

I love that you went there. one day

$445 billion in market cap added. Mind-blowing because they projected sales growth for next fiscal year of 70%. So we're already talking about massive numbers. The average annual assessments were for 45%. So, it's just kind of mind-numbing to look at a company that added $440 billion in market cap is back around $5.5 trillion in market cap, crushing expectations, and it just kind of is difficult for for the sell side to really model what the future could look like.

And that's again, we're we're talking about, yes, there are AI risk. Yes, this is a company that's very much financing companies that it's investing in its own partners. So circular financing concerns, but that aside, if you look at today's print, it really did seem to kind of cast a shadow, a bit of a shadow on this uncertainty that we're in in the midst of a bubble.

Well, I'm using our AskB Bloomberg AI right now

and what I asked it to do was to give me a list of market cap of components of the S&P 500 Bailey because you said this is an entire palunteer. So I was like, how many stocks are actually bigger than the market cap that Nvidia added today? You only have to go down 26 places. Well, actually even fewer than that.

Does that even count double alphabet? Probably.

Probably. I don't even know if it covers double alphabet, but like Costco, $414 billion. Lamb Research, $400 billion. That's like, you know, 475 stocks in the S&P 500 basically are smaller than the amount of money that Nvidia added today. And you look at it using the function on the terminal. Nvidia was worth 52 points on the S&P 500.

Wow.

That's just crazy. Amazon was down one and a half%. That's four. That's like less than 10% to the downside on Amazon. Just mind-numbing.

You got to teach me how you did that later.

Okay, listen. Ask B. It is like the AI worth having. It's in the terminal. Ask B and you just talk to it. And sometimes I talk to it.

Yeah, I'm sure you do.

U. All right. We're talking to Bailey Lip Schultz and he's also uh looking at Autodesk. What's going on with Autodesk?

Autodesk, ticker adsk right now down almost 7% postmarket. Uh this came after adjusted EPS for the third quarter. Missed expectations really kind of digging into some of these numbers. Uh some good and a lot that's not too great. Uh overall full year forecast, revenue forecast beating expectations, but it does seem like it's going to be a choppy second half. Just got to keep in mind though, this is a company that closed at the highest level since January.

We've seen the entire ecosystem really rallying from those June bottoms. So headline not great when your third quarter uh forecasts are weaker than what Wall Street was looking for, but this does seem like we're kind of working through maybe the dog days of summer with some of these late reporters.

All right. You also have Wendy's not doing well. It's not because of the Baconator. I'll tell you that much. I've never tried it. Just to put it out there, but um but yeah, there's some big news behind Wendy's.

Wendy's. Yeah, Wendy's or Workday. Workday two.

Oh, work day.

Work day. I mean, I I can I can riff on Wendy's. I don't actually

is just particular cuz she chose Wendy's as one of her movers today. Didn't get to talk about it.

No. Well, we we can talk about, you know, try not trying to pursue a bid or workday, which is rumored to potentially be in a target for Silverlake. So, there's similarities there. There's similarities there. Workday ticker WDAY down almost 8%. Uh lukewarm results is what uh Brody Ford is calling it. uh subscription revenue backlog below what Wall Street was looking for. And again, this is a a kind of market where we're seeing pockets of software rallying.

So, opposite of a cyber.

Yeah. You mentioned the Silverlake news from at this point a few weeks ago, a few months ago, I don't even know. That was like a blessing uh to workday. That's what Brody described to us a little earlier today ahead of these numbers, but many people were like, "Wait a second. Are we going to see a report like we got from Salesforce yesterday for Workday?" Not necessarily seeing that today. The Stock Movers Report from Bloomberg Radio.

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