Akamai签116亿美元Anthropic算力合约，微软整合Copilot
Closing Bell: Akamai-Anthropic Contract, Microsoft Jumps, Meta's New AI Agent | Stock Movers
[music] Bloomberg Audio Studios podcasts radio news. This is the closing bell on the stock movers report. The company's [music] making moves at the close of US trading with Carol Masser, Tim Stenc, Roma Bostic, and Katie Grifeld. [music]
[音乐] 彭博音频工作室播客、广播新闻。这是股市异动报告的收盘钟声。该公司在[音乐]美国交易时段收盘之际正在采取行动，主持人包括卡罗尔·马瑟、蒂姆·斯滕克、罗玛·博斯蒂克和凯蒂·格里菲尔德。[音乐]
As Tim reminded me, you've got so many gainers to choose from. So, [music] let's go through it. I'm getting ready for Roma to criticize me. I'm sure it's coming. Um, Akami, like I still think about Honor Rana yesterday be like, I had no idea they could do this and everybody's all of a sudden starting to talk about this company 16% higher on an intraday basis today. It did not finish up that high. All right.
正如蒂姆提醒我的那样，你有太多涨幅股可供选择。所以，[音乐]我们逐一来看。我正准备让罗玛批评我。我确信她马上就会开口。嗯，Akami，就像我昨天还在想荣耀（Honor Rana）的事情一样，我当时完全没想到他们能做到这一点，而所有人突然开始讨论这家公司，今天盘中一度上涨16%。不过最终并没有收在那么高的位置。好的。
Well, I want Well, I'm curious. I mean, not to step on your toes, but I I I mean, what does it say about how much that faded, though? 16% uh pretty much out of the gate at the open, closing only up about 3%. still a gain, but obviously uh some people I guess maybe still a little skeptical.
嗯，我想……嗯，我很好奇。我的意思是，不想冒犯你，但我是说，这能说明多少涨幅已经消退呢？开盘时几乎上涨了16%，但最终仅上涨约3%。仍然是涨幅，但显然，有些人可能仍然有些怀疑。
I I don't disagree with you. I I think initially it's like, "Oh, wow. Look what they can do and look at the money." But uh time will tell, right? Let's just remind everybody what happened and what came down after the close yesterday. The cloud provider inked a seven-year 11.6 billion deal uh to provide computing power to Anthropic. Analysts say the deal should boost a growth and its profitability profile looks attractive given the contract is entirely focused on CPUs.
我不同意你的观点。我认为起初大家会觉得：“哇，看看他们能做什么，再看看这些钱。”但时间会证明一切，对吧？让我们回顾一下昨天收盘后发生了什么以及随后的走势。这家云提供商签署了一项为期七年、价值116亿美元的交易，向Anthropic提供算力。分析师表示，这笔交易将推动其增长，且鉴于合同完全专注于CPU，其盈利前景看起来颇具吸引力。
There's a lot more involved, but you're right, longer term. Let's see how this one continues to trade. There's the chart uh certainly for the day trade. Um well, well off its highs of the session. Um here's a name we don't talk a lot about. Atlas Energy Solutions, but it kind of caught my attention. AESI is the ticker and this one up more than 13% about 13.5% after it announced a purchase agreement with Wyoming machinery company for about $340 million of balance of plant equipment for a power generation project.
其中涉及的因素还有很多，但你说得对，这是长期影响。让我们看看这只股票接下来的交易情况。这是当天的交易图表，确实远离了当日高点。嗯，这里有一只我们不常提及的股票：Atlas Energy Solutions，但它引起了我的注意。股票代码为AESI，该股在宣布与怀俄明州一家机械公司签订购买协议后上涨超过13%，达到约13.5%，该协议涉及为一个发电项目购买约3.4亿美元的厂外设备。
Companies also separately agreed to a 328 megawatt power deal under an agreement with Caterpillar. So I just think it's interesting. There's so much going on in the energy space. So, I wanted to bring that to your attention. And then I'm going to finish with a little known company known as Microsoft. It too was higher in today's session, just up about 3.6%. Microsoft merging the consumer and work workplace versions of its co-pilot AI assistant into one product uh aimed at corporate customers. uh this updated software giving users the ability to edit Word or Excel documents within a co-pilot app or browser tab and include a coding assistance to enable regular users to put together dashboards or automate tasks.
此外，两家公司还根据与卡特彼勒（Caterpillar）达成的协议，单独签署了一份328兆瓦的电力交易协议。所以我觉得这很有趣。能源领域正在发生很多事情。因此，我想引起您的注意。最后，我要介绍一家鲜为人知的公司——微软（Microsoft）。它在今天的交易中也有所上涨，涨幅约为3.6%。微软将其Copilot AI助手的消费者版和工作场所版合并为一款面向企业客户的产品。这款更新后的软件使用户能够在Copilot应用或浏览器标签页中编辑Word或Excel文档，并包含代码辅助功能，使普通用户能够制作仪表板或自动化任务。
It's a lot there
功能真不少。
still won't write my scripts.
但它还不能帮我写脚本。
It's what's interesting is the timing kind of coming just after um metuse and so I don't know whether that got their attention and maybe they thought maybe
有趣的是时机，它刚好在Meta之后推出。我不知道这是否引起了他们的注意，也许他们认为……
to be fair I haven't tried co-pilot to write the script yet but maybe it could who knows 2B. Uh, hey, I want to start with, speaking of AI, I want to start with shares of Meta. Look at this. Okay.
公平地说，我还没试过用Copilot来写脚本，但也许它可以？谁知道呢？嘿，我想从AI说起，我想先从Meta的股票谈起。看看这个。好的。
Wow. Meta down 3.3%. That's not That's just an excuse for me to talk to you about how well Meta has done
哇。Meta下跌了3.3%。这只是个借口，让我借此机会跟你聊聊Meta在过去一个月表现有多好。
in the last month.
在过去的一个月里。
Yeah. This is like a stealth gainer. You're a little bit
是的。这就像是一个隐形赢家。你有点……
stealth gainer.
隐形赢家。
Roma, I want to take you back to November of 2022.
Roma，我想带你回到2022年11月。
Oh, please.
哦，拜托。
That was such a good time.
那是段美好的时光。
The Houseion day.
元宇宙日。
No, I mean, Roma, there were some people around here who were leaving Meta for dead.
不，我的意思是，Roma，当时这里有些人认为Meta已经没救了。
Yeah. Because you know why?
是的。因为你知道为什么吗？
Why?
为什么？
Cuz it changed its name to Meta and said we're all going to be living in the metaverse.
因为它改名为Meta，并宣称我们将都生活在元宇宙中。
Yeah, I remember that. With no legs.
是的，我记得。连腿都没有的那种。
Well, guess what? We're not doing that. Instead, we're living in a world where everyone's concerned about an AI apocalypse. And Meta is going all in on it. It's up more than 700% since the fall of 2022. Yeah.
猜猜怎么着？我们并没有那样做。相反，我们生活在一个每个人都担心AI末日的世界中。而Meta正全力投入其中。自2022年秋季以来，其股价已上涨超过700%。是的。
When it made that that pivot.
当它做出那次转型时。
It's pretty remarkable to see. People love Muse. Yeah. They're excited about this little Tamagotchi type thing.
看到这一点相当令人惊叹。人们喜欢Muse。是的。他们对这种类似电子宠物的小玩意儿感到兴奋。
Yeah.
是的。
That you're going to be playing with, I guess.
我想你会玩那个吧。
Yeah. Well, not me, but I do at some point after the show, we don't have time now, I do want to show you a chart, a great meta chart. It actually illustrates all the times people have uh left them for dead and all the times that stock has roared back. So, yeah, counting out Zuckerberg uh is at least so far been a losing battle.
是的。嗯，不是我，但我确实想在节目结束后某个时候给你看一张图表，一张很棒的Meta图表。它实际上展示了人们多次认为Meta已死以及该股票多次强势反弹的时刻。所以，是的，到目前为止，唱衰扎克伯格至少是一场失败的斗争。
All right. Well, let's switch gears and talk a little bit about about um the Campbell company.
好的。那么，我们换个话题，稍微谈谈金宝汤公司。
That's a pivot. H yeah,
这是一个转折。是的，
this is the anti- AAI play, I guess. Down more than 2% today. In fact, uh it slid below a May low today to reach levels not seen going back to 1994.
这算是反AI概念股吧。今天下跌超过2%。事实上，该股今日跌至5月低点以下，创下自1994年以来未见的新低。
Wow.
哇。
More than three decades ago. Stock is down close to 20% so far this month. It's on pace for its worst month going back to January of the year 2000. Remember, it's not just Campbell Soup, it's Pepperage Farm, it's Goldfish. Uh it's been one of the worst performers among consumer staples, uh S&P 600 this year. Um earlier this week it had its debt rating cut at Moody's. It expects further declines in revenue and operating profit in fiscal 2027 as the company tries to execute its turnaround plan.
三十多年前。本月迄今股价已下跌近20%，有望迎来自2000年1月以来最糟糕的一个月。请记住，这不仅涉及金宝汤，还包括佩珀里奇农场（Pepperidge Farm）和金鱼饼干（Goldfish）。今年，它是标普600指数中表现最差的必需消费品股之一。本周早些时候，穆迪下调了其债务评级。该公司预计，在努力执行扭亏为盈计划的过程中，2027财年的营收和营业利润将进一步下滑。
And uh another one that I know is near and dear to uh Roma's heart is Nike. This one fell today uh down by about 7/10en of 1%. Um BA cut its recommendation on the company to underperform from neutral. The expectation for and as what they see as a sales turnaround will go into fiscal 2028. Nike does report Q1 earnings uh on October 1st. So, we'll hear from that company next [music] week. The Stock Movers Report from Bloomberg Radio.
另一个我知道对罗马来说意义重大的公司是耐克。该股今日下跌约0.7%。巴克莱银行将其对该公司的评级从“中性”下调至“跑输大盘”。巴克莱认为，耐克的销售扭转局面将延续至2028财年。耐克将于10月1日公布第一季度财报。因此，我们下周将听到该公司的最新消息[音乐]。这是彭博社广播电台的《股市动向》报道。
Check back 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 [music] Apple CarPlay and Android Auto with the Bloomberg Business App.
请全天持续关注我们的节目，获取华尔街企业新闻的最新汇总[音乐]以及推动市场走势的最新头条。收听彭博社广播电台直播。在YouTube、Bloomberg.com以及通过彭博商业应用[音乐]于Apple CarPlay和Android Auto上关注我们。
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