Bloomberg收盘综述：Meta因Muse Wonder模型涨3.4%、IonQ全股票收购Elicity跌9%、星巴克否认收购Chipotle、LVMH营收不及预期——均为当日已被消化的盘中旧闻回顾

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Closing Bell: Meta Gains on Muse Wonder Release, IonQ Declines, Chiptole Falls
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Speaker 1: Bloomberg Audio Studios.
Speaker 2: Podcasts.
Speaker 3: Radio. 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 Master, Tim Stenevek, Romain Bostic, and Katie Greifeld.
Speaker 4: All right, guys, let's go to some of the individual gainers. I'm going to go to the number four gainer in the S & P 500, number two in the NASDAQ 100. We're talking about meta platforms. We did see a social volume also surging today on this name. Stock was up about 3.4% here at the close, the company releasing a new artificial intelligence model called Muse Wonder, which the company claims is a big leap over its predecessors with, quote, frontier capabilities. The company's AI chief coming out and saying it's competitive with the best models that are out there, particularly on personal and professional issues. agentic work and invites skeptics to try it out and judge for themselves. The AI battle is on. MuseWonder will soon power the subscription version of Meta's personal AI agent, Muse, which we've been talking about a lot over the last few weeks. It is currently available to developers through the Meta model API and Muse code. FT also outnoted that Mark Zuckerberg says Meta has caught up with rivals. at the frontier of AI. So investors seem to like what they heard from the company.
Speaker 3: You know what I saw this weekend?
Speaker 4: What?
Speaker 3: I saw the social reckoning.
Speaker 5: Oh, and?
Speaker 3: And, you know, it's not kind of depressing, but also, like now I've got Jeremy Strong as Mark Zuckerberg, like stuck in my head.
Speaker 1: How was he?
Speaker 3: He was kind of robotic and kind of stiff, which some people might say is a good rendition. I don't know.
Speaker 4: This is Aaron Sorkin, right, who wrote this whole thing?
Speaker 5: Yes.
Speaker 4: I am actually dying to see his take and commentary on all of this.
Speaker 1: All right.
Speaker 4: So AI. And then I'm going to go from, well, adios.
Speaker 1: Coffee, and burritos.
Speaker 4: Because it sounds like Starbucks actually rallying today, about 1.7%. Starbucks said it's not buying Chipotle, tapping down speculation about what could have been one of the restaurant sector's largest enterprises. ever deal. So the company did issue a statement today following that report last week that Starbucks, run by former Chipotle CEO Brian Nickel, had worked on a takeover proposal. So All right. Not happening now. And then I'm just going to throw this out. It was the number four gainer in the NASDAQ 100, GE Healthcare. Just move it up. Yeah, 3%. Have to be quite honest, not anything real in terms of a catalyst, but the BTIG analyst, Ryan Zimmerman, maintaining a buy on this stock, lowering the price target from 79 to 75. It does report later this month, just if you're thinking about earnings. The stock is down 17% year-to-date. But nonetheless, investors are moving into it.
Speaker 1: Okay. You got the gainers.
Speaker 4: All yours, bud.
Speaker 3: All right.
Speaker 5: Let's talk about some of the decliners on the day today. I want to start with IonQ. Let's talk quantum computing. Down 9% today. This is after the company said it would agree to buy Elicity for as much as $ 1. 3 billion in an all-stock transaction to expand its cybersecurity platform.
Speaker 1: We talk AI.
Speaker 5: Well, let's talk quantum computing, because apparently a lot of people think that is the next big thing. This company, Elicity, that it bought, is a fast-growing enterprise security business that will add to IonQ's expanding quantum security offerings. The CEO, Nicolo De Masi, said the company will be well-positioned to help customers protect critical infrastructure and enterprise networks throughout the transition to the quantum era. Still investors, as they often do, sending shares of the company doing the acquisition, again, this is agreeing to buy the company, down 9%. Carol talked a little bit about Starbucks being up today. Let's look at Chipotle being lower.
Speaker 3: That's a burrito part of a burrito and coffee.
Speaker 4: Yeah. Okay.
Speaker 5: Can you guys, I was gone for this, but I still saw the headline across from the FT. Can you explain the case, apart from maybe Brian Nichol going back to Chipotle, like why this would make sense?
Speaker 3: I think that was the case.
Speaker 1: That's it. But he's already trying to turn around Starbucks.
Speaker 4: Right.
Speaker 1: So I truly just... Maybe you diversify your customer base? I don't know.
Speaker 2: I just.
Speaker 1: I'm not sold on it, but.
Speaker 3: You get coffee with your burrito.
Speaker 4: Or breakfast burritos.
Speaker 1: Okay.
Speaker 3: Oh, there you go. There you go.
Speaker 1: I do like a good breakfast burrito. That is... But Chipotle's never done breakfast burritos.
Speaker 5: Anyway, maybe we'll never be talking about this again because this will have been a flash in a pan and we'll just be gone. Chipotle shares down in the news down by about 3.8%. So Brian Nicol, as of now, not going back to Chipotle. And finally, let's look at ADRs of LVMH.
Speaker 1: Look at this. Down 2.5% today.
Speaker 5: This after the French luxury group reported third quarter organic revenue that missed estimates. Its biggest division, fashion and leather goods, posted a slump in sales. ADRs of LVMH fell by 2.5%.
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.