Bloomberg收盘综述：当日分析师评级引发的涨跌（亚马逊/Marvell/闪迪/Datadog涨，惠而浦/Ameriprise/美泰跌）均已在盘中消化

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Closing Bell: Amazon Gains, Datadog Jumps, Whirlpool Slumps
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Speaker 1: Bloomberg Audio Studios.
Speaker 2: Podcasts. Radio.
Speaker 3: News.
Speaker 2: This is the Closing Bell on the Stock Movers Report. The companies making moves at the close of U.S. trading with Carol Masser, Tim Stenevek, Romain Bostic, and Katie Greifeld.
Speaker 4: All right, guys, let's get to some of the individual gainers, if I may. And so let's take a look at the Philadelphia Semiconductor Index. Semiconductor stocks did snap a losing streak, getting today with the chip benchmark snapping its longest losing streak in 18 years. That wiped out about $ 2. 3 trillion in market value. We've talked about that a lot, certainly, as we wrapped up last week. But the stocks today up about 1.6%, well off its high today. I want to highlight a couple of numbers, though. Marvell Technology, it was a top gainer earlier, number one, in fact, in the S & P and NASDAQ 100. It moved off of that, but we did see an intraday high of about 8%, finishing the day with a 4% gain. SanDisk, it was a number two gainer in both the S & P and the NASDAQ 100, up about 5.5%. Basically, you saw a The AI trade come back. Shares in data centers, neoclouds, optical firms rising amid a broad-based rally in AI-related firms. I will say Corweave was higher also, but it finished the day down. So a big move once again in that name. I also want to bring up Amazon, if I may. We saw this one rallying as Morgan Stanley named it. Its top pick on AI tailwind stock up just shy of 5%. So naming it its top pick, citing a number of strong growth drivers, they say they would continue to think AWS's growth and profit runway is underappreciated, referring, of course, to Amazon Web Services. Morgan Stanley also sees Amazon as a winner of Agentic AI, writing that we expect Amazon to leverage its leading e-commerce infrastructure and loyal user base to continue to monetize. Price target up to $ 3. 50 from $ 3. 35 with that overweight rating. That new target implying about a 40% upside on Amazon's Friday close. So some movement to the upside. And then I just want to mention Datadog only because, you know, Romain, I know you always like to hear about that name. Top gainer in the S & P and NASDAQ 100, Bernstein upgrading the software company to outperform from market perform, citing AI tailwinds. See a theme price target up to $ 350 from $ 237 and the stock closing at $ 260 or so and change. All right, that's a look at some of the winners.
Speaker 3: Well, let's look at some of the losers. Whirlpool having a really tough day. The stock actually hitting its lowest level since 2009. Longbow Research cutting its recommendation on the stock to neutral from buy. And they're essentially saying that they're taking a more cautious view on 2027 fundamentals for this company, given the weakness that they're seeing in North America and Latin America, the consumer outlook there. and the prospect for a more stagflationary macro environment. And this is a stock that's really been pressured this year. Shares down about 63% year to date. And from there, let's take a look at Ameriprise Financial. This stock falling by about 4% on the day. This is a double downgrade that the company got at Bank of America to underperform from buy-in. The issue here really comes down to retention. They're saying the fact that More advisor teams are starting to start leaving to start or join independent firms where they can potentially earn more money. And then big Wall Street firms are doing better at keeping their own advisors. So it's essentially causing this company, Ameriprise Financial, to have to pay. their employees more to really entice them to stay. So we did see, though, Bank of America having its price target cut on the stock to $ 445 from $ 570. And lastly, let's take a look at Mattel, the stock falling by about 1.9% on the day. And there's a bit of a shakeup here in some leadership, which we know we've been seeing from this company. So its new CFO, Peter Griffith, We'll be replacing Paul Ra. This is all effective tomorrow. And we do know just recently the former CEO, Enon, cries just leaving for Paramount on October 2nd. So maybe just a bit of uncertainty here from investors about what's going on when we think about these leadership shifts. But the stock is down about 15% on a year-to-date basis.
Speaker 1: Let's take a quick look at yields. We did actually see that sell-off in Treasury markets resume. Remember, we got a taste of this on Friday as we saw yields start to rise. They crept up even further today. A 16 basis point drop last week on the 10-year yield, giving back about seven basis points today. A similar move to what we saw higher on Friday here as a lot of people, again, sort of turned back to the longer-term structural issues going on right now in the Treasury space, a little less focused on the short-term.
Speaker 2: 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.