Bloomberg Stock Movers盘中综述：BMY药物数据后跌3%、ADBE被富国双降跌1.8%、CRM获美银双升涨3.1%，均为已在盘中兑现的分析师评级/数据反应

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Bristol Myers Climbs, Adobe Drops, Salesforce Gains as BofA Raises to Buy on AI Strategy
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Speaker 1: Bloomberg Audio Studios. Podcasts. Radio. News. The Stock Movers Report. Your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data.
Speaker 2: Let's get a check on some stocks on the move. This is Bloomberg Intelligence with Stacey Mannix-Smith and Scarlett Fu. And here now with our stocks on move is Avalon Purnell. Avalon, what are you looking at?
Speaker 3: Well, we have to start off with Bristol-Myers. It's ticker BMY. It's currently sliding about 3% to reverse some earlier gains to touch its lowest intraday level since July. And that's after the big pharma firm's lung disease drug data update left analysts with more questions than answers. While the trial did meet its one big bar in terms of just meeting a key endpoint, the drug's lack of dose response kind of raised questions about how competitive it will be. Kander highlighting that while data for the 60 milligram dose was positive, they remain cautious just given the fact that the greater dosage does not necessarily improve patients' outcomes. So definitely something we'll be keeping.
Speaker 1: An eye on. All right.
Speaker 3: What else are you looking at this morning? Have to move towards software. So Adobe, that's ticker ADBE, currently sliding 1.8%. That's after Wells Fargo double downgraded the creative software firm to underweight. The analyst highlighting that Adobe's third quarter results were fairly muted this time around, which may suggest that there are some meaningful cracks to their growth story. He also notes that the full year targets may be difficult for them to obtain, given the fact that recent commentary from management may mean that they're not actually going to be boosting prices on their core subscription. So also something in terms of the software as a service trade that we are definitely keeping an eye on.
Speaker 2: Absolutely.
Speaker 1: All right. Speaking of software, let's talk about Salesforce.
Speaker 3: Yes, completely different story here. That's ticker CRM. It's currently rising 3.1%, earlier touching most intraday since August. And that's after Bank of America upgraded the software company also double upgrade to buy from underperform. The analyst pointing to potential tailwinds actually from AI adoption, noting that a lot of big companies are kind of unlikely to replace platforms like Salesforce that house their business logic, data, and also compliance platforms.
Speaker 1: And that's really long.
Speaker 3: Been a question for investors of which companies actually have a moat to support themselves versus which companies are a little bit more at risk for disruption from AI.
Speaker 1: The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market moving headlines, listen to Bloomberg Radio live. Catch us on YouTube, Bloomberg.com and on Apple CarPlay and Android Auto with the Bloomberg Business app.