Bloomberg Stock Movers 早盘综述：Penske 私有化、PNC/TSMC 财报、CoreWeave 债灾均为已公开且盘前已定价的旧闻

【播客逐字稿全集 · Bloomberg Stock Movers】
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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. I'm Nathan Hager, joined by Bloomberg's Dan Curtis, starting us off with a stock we might not get to see on the move for too much longer because Penske Automotive.
Speaker 1: Looks like it's going private, Dan. Good morning.
Speaker 3: Good morning. Shares are PAG, at least for now, while it's trading. That's right. The shares are up 9% in the pre-market. Penske Automotive Group reports packed to be taken private. It's going to be at $ 212 a share. The pre-market price is $ 211. 67, so really close to what they're offering. I have a positive sign for that deal going through. And it's going to be taken private by Penske and Mitsui. The overall deal is expected to have a $ 16. 3 billion enterprise value and close in the first quarter of next year. So that stock really enjoying this news.
Speaker 1: Okay.
Speaker 2: Now, a stock that isn't enjoying earnings news, it seems, as bank earnings season continues with the regionals.
Speaker 1: Is PNC. That's right.
Speaker 3: So PNC shares are down 3% in the pre-market. The third quarter results rolling out with key net revenue figure coming in slightly below estimates. The $ 4. 96 earnings per share beating by a penny. The company is seeing net NII growth of 15.5% for the full year. That's the upper range of the previous guidance, and it They're saying 4% growth in the final quarter of the year. That key figure, net interest income for the third quarter itself, came in at $ 421 billion. That was also a light miss. The company noted that while commercial loans increased, funding costs also increased. So kind of the higher rates are like a little bit of give, a little bit of take in terms of that figure. An overall three-quarter provision for credit losses was $ 189 million in the third quarter.
Speaker 1: Stable from the second quarter.
Speaker 3: So they're not really adding to their bank accounts to adjust for any potential credit losses at the time.
Speaker 1: Okay.
Speaker 2: So bank earnings continue. And of course, the AI sell-off theme continues as well. What are some of the names that are getting caught up in that?
Speaker 3: Absolutely. So many names. But the highlights are TSMC, ticker TSM for the USADRs. Those are down 2%. And that's after the company reported third quarter top and bottom line figures that beat estimates. This AI sell-off is probably beating these shares up a bit, so it's getting caught up in the sell-off. The company itself projecting sales up to $ 24 billion in current quarter. That is above estimates and signals a 44% rise in revenue this year. The company says it's expanding capacity at an unprecedented pace just as there's so much demand. 20 fabs in progress globally. 13 of those are advanced fabs in Taiwan. So it's not holding back on expanding. But the CEO stressed that the company remains in prudent expansion mode. And this is coming as we have so much scrutiny over all the bond, the debt issuance. and kind of the build-out levels that we're seeing across the AI space. And that brings us naturally to CoreWeave, CRWV. Those shares are down 7% in the pre-market. That's after yesterday's 15% drop. The bond's really getting a lot of attention. The bond's due in about, I think, six years, trading under 80 cents on the dollar. And that got a yikes from Elon Musk on X. The CDS is indicating a 50% chance of default in the next five years. And this space continues to get beaten up. Other neoclouds, Nebius and BIS down 4%. Ren is down 4% in the pre-market. So a lot of focus on the spending spree.
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.