Generac因亚马逊80亿美元订单大涨19%，美股收涨

And right now we are two minutes away from the end of the trading day. Romaine Bostick alongside Isabel Lee, taking you through to that closing bell. It's a global simulcast. We're joined now by Lisa Mateo, and Alexis Christopher is in today for Tim and Carol Massar. Welcome to our audiences across all of our Bloomberg platforms, television and radio. Our partnership with YouTube on a Thursday afternoon with all of the major indices high into the green.

Yeah, we're looking into the green right now. If we look at the S&P 500 index, Generac up there 19%. These are the most in the S&P 500. On the downside momentum Holdings are down oh gosh nearly 3% right now. Yeah you know what I was noticing today guys oil pulling back big time today. And crypto related stocks. Uh actually we're able to uh to rally back despite the fact that the Clarity Act sort of died in Congress. It did sort of die.

And you saw crypto linked stocks there really react negatively. But elsewhere, we also have the Bank of England too remains point. It's a big central bank week. We had the Bank of Japan overnight or tomorrow depending on where you are in the world. So really, a lot of data points to the U.S. for the markets from here on out. Yeah, some of the uncertainty, of course, heading into yesterday's rate decision, that uncertainty, at least for the moment, has been removed.

We got the quarter point hike. Oil prices down for a second day. Yields slightly lower as well. The question is is this the start of a trend line that the markets can count on, or does it shift. Don't forget Lisa. I mean we're going to get earnings season starting back up in a just a few weeks. And we're going to have to hear from the CEOs. And we're already getting warnings out of some of them. Yeah, we definitely are getting warnings.

What I wanted to get to right now is get to some of those gainers. The gainers like Intel INTC yeah. Well hang on just one second before we get there. We got the closing bell. You know the mark is not close yet. So yeah go ahead I like this here. My gosh anything could have happened in those last 30s. Well thankfully for Lisa, it looks like the gains have held in these final few seconds, adding about 300 points or so to the Dow Jones Industrial Average.

That's good for a gain of about 6/10 of 1%. The S&P 500 going to close out the day right around 7637, and change up about 86 points of 1.2%, the Nasdaq Composite up about 1.7%. Similar story for the Nasdaq 100 on a percentage basis. Dow transports, which had an awful day yesterday, only clawing back about 5/10 of a percent on the day, and Lisa Russell 2000 adding about 16 points as a bell, up about a half a percent. Yeah I mean I want to head over to the yield space.

We have the two year, 4.66%. Uh, that's down about six basis points. The ten year yield 4.93%. And that's down about 99 basis points right now. Let's now go to the iMap. That's I am AP on your Bloomberg terminal. And it's no surprise you're seeing mostly green on your screen. The tech space there is obviously the biggest winner higher by more than 2%. Consumer discretionary also in the green by 1.5%. Consumer staples actually barely hung in there but ended up in the negative territory.

But it's really almost flat. And of course you're see um, health care there higher by 6/10 of 1%. All right. I want to get to our gainers now because mean I was a little excited about it. For now we can get through it okay. Let's start with Intel INTC. Uh, they are shares up more than 7.5%. So they're still riding this high after SK Hynix that it might be teaming up with them. Um, have the South Korean company, memory chip maker.

It issued this statement after Reuters reported the company could potentially lease part of Intel's long planned chip making facility in Ohio or form a venture with Intel, major cloud computing firms. Um, SK Hynek. So they said they didn't. You know, they haven't made a decision about a deal with Intel. Intel didn't comment on that report, but Intel did break ground for its Ohio campus back in 2022. But it's kind of slowed down the pace of the work.

Um, on that site, I want to go now to space that stick or SPC x um and space X shares. Um, they're up nearly about 2.5%. Uh, that's shares of Elon Musk's rocket AI company. Um, so city analysts, they're basically saying reports that SK Hynix was in talks with Intel that might have given SpaceX that kind of boost. Uh, but you also have SpaceX building that chip making facility with Tesla, um, over in Austin, Texas, that, uh, Texas On top of that, analysts are pointing to talks about SpaceX's Tesla merger.

Could that happen? Is it not going to happen? That's also could be part of it. But then you have this Bloomberg report that SpaceX has held internal discussions about buying customer operational information from troubled or defunct start ups, and that's targeting a more affordable data source to improve its artificial intelligence on models. I have two on and off with Generac. It's ticker GE and RC and their shares up 18%.

They're the make up of those pack up backup generators. I have one my for my house. Um, it's broken right now, so it's not working. I was stuck in the dark through the day. But the thing with these is that they agreed to supply up to $8 billion worth of generators for Amazon's data center. So that's kind of giving those giving the stock a boost. Also issued a warrant for a stake in the company. Um, this is all according to a securities filing, but we'll see.

Analysts are saying the stock could double in price over the next 12 to 18 months. All right. I've got a look at some of the decliners here today. I was looking at the biggest losers in the S&P 500 Paramount, Skydance among them that stock down more than 4.6% here on the day its merger with Warner Brothers, we know has been at a standstill, and it looks like a Barclays analyst hopes it stays that way. This analyst, in a note today arguing the proposed merger between Paramount and Warner Brothers could introduce massive financial and operational risks.

He predicts the company will eventually split up due to conflicting priorities. Of course, he also notes the potential merger faces an antitrust lawsuit filed by a group of state attorneys general led by California. Romaine. I believe you're going to be speaking with California state Attorney General Rob Bonta. Yeah, I'm looking at him out of the corner of my eye right now. Alexis. Yeah, yeah. And also, I want to get in now.

Lenora. Look, folks, when I pick Lennar earlier today, it was down big. But you know what? It reversed course and it actually is. Looks like it's going to finish the day a bit higher. Uh, but the stock is still down about 23% year to date, down more than 40% in the past year. The homebuilder cut its home delivery target for the full year, citing interest rate pressures. We saw, uh, mortgage rates, uh, up about around 7% again and also worsening conditions in the housing market.

Revenue and profit falling in the third quarter at Lennar CEO Stuart Miller on the call said consumer confidence has declined at rates as rates and affordability have driven more consumers to slow their purchase decision. And then to round out our decliners here. Fluence energy This is a company with a market cap of about $1.5 billion, tumbling 15% today, down more than 60% so far this year. It's an energy storage company cut its revenue forecast for the year.

Analysts note that the trim to the guidance was attributable to production issues at its Houston facility. All right. Let's take a look at yields here. Because a different picture than what we saw in the days leading up to that. That meeting yields down significantly across the curve, primarily on the longer end of the curve with eight basis points lower on your 30 year and your 20 year, down about 6 to 7 basis points right now on the two year here.

So a bit of relief. Still some questions here as to whether that actually la

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