Kodiak Sciences暴涨177% MongoDB因CEO离职跌逾18%
Closing Bell: Kodiak Surges, MongoDB Plunges, Boeing Falls | Stock Movers
[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.
[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。[音乐] 在美股交易收盘时表现活跃的公司，由卡罗尔·马瑟、蒂姆·斯滕克、罗马·博斯蒂克和凯蒂·格里菲尔德为您报道。
All right, guys. [music] Let's get to some of the individual gainers um if I may. And I'm going to start with Nvidia. [music] And just taking a look, it uh was a top game. I'm just took it wasn't okay. And sorry, I had to just check my numbers. [laughter] Nvidia was up about 1.6%. I was looking to see it was top in the major indices. It was high as uh 3.6% but by the close um pairing some of that gain still up about 1.7%.
好的，各位。[音乐] 让我们来看看一些个股的涨幅，如果我可以的话。我将从英伟达（Nvidia）开始。[音乐] 粗略看了一下，它曾是领涨股。我只是觉得情况不太对劲。抱歉，我得核对一下数据。[笑声] 英伟达上涨约1.6%。我原本以为它是主要指数中的领涨股，盘中最高涨幅曾达3.6%，但到收盘时回吐了部分涨幅，仍上涨约1.7%。
We know the story. I'm sure you guys were covering it. Increasing the size of it share buyback plan by $150 billion. So the total remaining authorized amount to $235 billion. That's a lot. Company expects to complete the program through fiscal 2028 according to a statement it put out. The other thing that's kind of interesting on this uh name, Nvidia introduced a new AI security system to run its hardware, which the company said would have prevented the hugging face attack.
我们了解这个故事。我相信你们一直在报道。该公司将其股票回购计划规模增加了1500亿美元，使剩余授权总额达到2350亿美元。这是一笔巨款。根据该公司发布的一份声明，预计将在2028财年结束前完成该计划。关于英伟达的另一个有趣之处在于，该公司推出了一种新的AI安全系统来运行其硬件，该公司表示这将能够阻止针对Hugging Face的攻击。
So we are certainly focused on this one. Stock is up about 24% year-to date versus about a 76% gain in the socks for comparison. All right, let's go on over to a name that was number one in the S&P 500 and the NASDAQ 100. We're talking about Palo Alto Networks, finishing off its best levels of the day, but it was still good enough for a gain of about 4.6%. PTI analyst Gay Powell raising the firm's price target to 425 from 44 a share, keeping a buy rating, said they met with the company's senior VP of in investor relations and reconstructing the product level revenue build in its model to better understand the growth potential within the Palo Alto platform.
因此我们当然重点关注这只股票。该股年初至今上涨约24%，作为对比，标普500指数的涨幅约为76%。好的，接下来看一只在标普500指数和纳斯达克100指数中排名第一的公司。我们说的是帕洛阿尔托网络公司（Palo Alto Networks），它在当天表现强劲，最终涨幅仍达到约4.6%。PTI分析师盖·鲍威尔（Gay Powell）将该公司的目标价从每股44美元上调至425美元，维持“买入”评级。她表示，他们与公司投资者关系高级副总裁进行了会面，并重新构建了模型中的产品级收入预测，以更好地了解帕洛阿尔托平台内的增长潜力。
The firm BTI coming away from its discussion with constructive data points on a couple different things and nonetheless we saw this one higher. And then just real quick, uh, Kodiak Sciences up 177% in today's session, soaring the most ever. Uh, this company, uh, it's a drug developer said two of its experimental drugs met their primary end points in a late stage study for an eye disease. So certainly off.
BTI公司在与该公司讨论后获得了建设性的数据点，涉及几个方面，尽管如此，我们仍看到该股走高。然后快速看一下，Kodiak Sciences今日交易中飙升177%，创下历史最大单日涨幅纪录。这是一家药物开发商，称其两种实验性药物在一项针对眼部疾病的晚期研究中达到了主要终点。因此股价大幅上涨。
All right, let's talk a little bit about some of the stocks that moved lower today. I want to start with uh, shares of MongoDB fell more than 18%. It's the worst day going back to March 3rd. This after we learned that Meta Platforms has tapped MongoDB's president and CEO CJ Desai uh to lead a new AI platform for enterprise customers shows a MongoDB down. Wow. Shed about $6.1 billion just on that news today. Also, here's a Boeing under pressure today.
好的，我们来谈谈今天股价下跌的一些股票。我想先从 MongoDB 的股价说起，它下跌了超过 18%。这是自 3 月 3 日以来最糟糕的一天。此前我们获悉，Meta Platforms 聘请了 MongoDB 总裁兼首席执行官 CJ Desai 来领导面向企业客户的新 AI 平台，这导致 MongoDB 股价下跌。哇。仅因这一消息，今天其市值就蒸发了约 61 亿美元。此外，波音公司今天也面临压力。
The FAA holding off on certification of Boeing 737 Max 10 variant due to a new software issue. The FAA determining whether the software concern constitutes a safety of flight issue. shares down by about 7% on the day today. And finally, uh checking in on shares of Meta down from last week about 8% just in the last two sessions. So Friday's decline, then this decline about 8% off of uh those last week. Uh this after Mark Zuckerberg introduced Meta Enterprise Platform.
美国联邦航空管理局（FAA）因新的软件问题而推迟对波音 737 Max 10 型号的认证。FAA 正在判定该软件问题是否构成飞行安全问题。今日该股下跌约 7%。最后，看看 Meta 的股价，过去两个交易日内累计下跌约 8%，从上周的高点回落。这是在马克·扎克伯格推出 Meta Enterprise Platform 之后的情况。
That's where CJ Desai is going. Uh it'll initially focus on bringing the Muse agent, meta business agent, Muse API, Muse code, and its full tech stack to more business and developers. Roma. All right, let's take a look at yield. The Juno Treasury yield risen for four straight weeks coming into today and it starts week five looking like it's moving in the same direction. Yield up about seven basis points on the 10-year, seven basis points on the 2-year and about five to six on the longer end of the curve.
CJ Desai 将前往该平台。初期重点是将 Muse 代理、Meta 商业代理、Muse API、Muse Code 及其完整技术栈推向更多的企业和开发者。罗马。好了，让我们来看看收益率。截至今天，美国国债收益率已连续四周上升，本周进入第五周，看起来正朝同一方向移动。10 年期收益率上涨约 7 个基点，2 年期上涨 7 个基点，曲线较长端上涨约 5 至 6 个基点。
We should point out at one point on the day the 10-year yield actually surged as much as 11 basis points. That's only the sixth time this year the benchmark has risen intraday 10 points or more in a single session. The [music] Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies [music] making news on Wall Street. And for the latest market moving headlines, listen to Bloomberg Radio Live.
我们需要指出的是，当天某一时刻，10 年期收益率一度飙升高达 11 个基点。这是今年基准收益率在单个交易日内盘中上涨 10 个基点或以上的第六次。[音乐] 彭博广播电台《股票异动报告》。请全天关注我们的报道，获取华尔街企业新闻的最新汇总。[音乐] 如需了解最新的市场动态头条，请收听彭博广播电台直播。
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