Bloomberg盘前复盘三股异动：CoreWeave债务困境、台积电财报、Rocket Lab推迟Neutron首飞，均为旧闻无新增事实

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:CoreWeave and RocketLab Drop; TSMC Revenue
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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 take a look at some stocks on the move today with Alexis Christophers.
Speaker 3: What do you have?
Speaker 2: Well, we've been talking about it all morning, and I thought it was worthy of a stock mover core weave. This is the AI cloud computing company.
Speaker 3: 550 employees.
Speaker 1: Yeah, I know.
Speaker 2: It's down about- That's smaller than your staff here at Bloomberg Surveillance. Just on this radio show, that's right. So the stock is down about 7% here pre-market, off 8% year to date as of yesterday's close. So this is what's interesting. So I don't know if you talked about this earlier, Ira. Corweave's co-founder said the company's goal is to get an investment grade credit rating and gain the privilege of borrowing, quote, unlimited pools of money.
Speaker 1: Yes.
Speaker 2: So yeah, I mean, you're laughing, but that basically sent global markets into a tailspin when he said that, right?
Speaker 3: I mean, a B plus rated to a triple B minus is quite a few notches upgrade. So you have to get your debt to interest coverage down. Yeah.
Speaker 2: So the debt due in 2032 for Corweave being quoted at 78 cents on the dollar with credit default swaps pricing in a more than 50% chance of default within the next five years. The company's bonds now yielding, what did we say? 15%. So, I mean, I guess that's practically unheard of, is it not? Ira, you tell me.
Speaker 3: Well, that's distress levels. I mean, it's not unheard of, but it's difficult to come back from that, particularly if you have refinancings. Now, You know, I'm not a CoreWeave expert by any stretch of the imagination. I have to talk to Rob Schiffman at Bloomberg Intelligence about that. But when you see 15 percent yields, you have to worry about the health of the company going forward because you probably can't sustain that level of interest for a long time.
Speaker 2: We're going to talk about this in the 90 o'clock hour.
Speaker 1: Ira just said there's two important stock movers.
Speaker 3: Continue.
Speaker 2: Taiwan Semiconductor, TSMC, is the ticker symbol there, down 3.2 percent, up 43 percent year to date. So you could argue maybe it's getting caught up in this widespread weakness in AI names because they delivered better than expected profits. Revenue outlook as well, projecting sales of $ 54 billion this quarter alone. Some analysts are concerned about potential weakness in margins, though. And also Taiwan Semi's CEO stressing they're in what he called a prudent expansion mode. They're exploring a new manufacturing site in Texas and discussing a possible tie up with Elon Musk's TerraFab chip making endeavor there. And I've got one more for you guys. Rocket Lab today. RKLB, the ticker symbol. It is down about 4% and down 15% year to date. It delayed the debut of its neutron rocket, now pushing the vehicle's first flight to 2027. It had hoped to get that off the ground before the end of this year. Also hinted in August that it would be challenging to see this rocket fly this year. So they're trying to get heavier payloads up, compete more directly with SpaceX. Looks like it's going to take a little bit longer.
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.