Bloomberg盘中点评：Rocket Lab因Neutron推迟至2027跌约10%、Dell/HPE随AI板块跌约8%、Kimberly Clark因初步Q3 EPS超预期涨约5%

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Rocket Lab Falls, Dell Drops, and Kimberly Clark Gains on Better-Than-Expected Prelim Earnings
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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 that are on the move as we see markets climb to their session highs. The S & P is now in the green. We're joined now by Carmen Reinecke. She's our Bloomberg Markets Reporter. Carmen, what are you looking at?
Speaker 3: Yeah, so a lot of things to choose from today. Pretty volatile out there, but First, I'm looking at shares of Rocket Lab. This is ticker RKLB. The stock is down about 10% right now. This is the most since July. And what's happening here is that the company adjusted the target launch for its Neutron medium lift rocket. So the launch is now expected to occur. It's been delayed to 2027. So basically what analysts are saying here is just that, you know, this is like overall demand. Not a positive, I guess, for the space. They were really hoping for this launch to happen sooner. And so now that it's pushed back, I'm looking a little bit more negative here for Rocket Lab. Great. And what else are you watching for us today? AI trade, AI trade, AI trade, everything. Obviously, hard to pick a few names here, but I wanted to look at Dell Technologies and HPE. So Dell Technologies, ticker D-E-L-L, the stock is down almost 8% right now. Hewlett Packard, HPE, also down about 8%. These are just two of the worst performers on the S & P 500 index, which is why I wanted to point them out. But we're seeing sort of broad-based selling across the AI universe today. Most recently after Anthropic gave sort of a revenue target, which was impressive year-over-year growth, but shows a slower pace of growth. So just the latest thing that investors are sort of looking at and, you know, using as a reason to sell these stocks. Absolutely. All right. Last name.
Speaker 2: Yeah.
Speaker 3: So some green on the screen right now, we're looking at Kimberly Clark ticker K M B. The stock is up about 5% right now. This is his best intraday jump since June. So this company reported earnings, um, and it had a better than expected adjusted earnings per share for the third quarter. Um, this is the maker of like Huggies diapers, Scott toilet paper, um, So these are preliminary earnings. Excuse me. They will issue their quarterly results November 5th. But early results.
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