Bloomberg盘前综述：巴西大选意外令NU/XP等巴西关联股重挫，Tesla获巴克莱上调，Musk唱衰neocloud，Surgery Partners并购传闻涨23%

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Brazil-Linked Stocks Slide; Tesla Gains; FICO Drops
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Speaker 1: Bloomberg Audio Studios.
Speaker 2: Podcasts. Radio.
Speaker 3: News.
Speaker 2: The Stock Movers Report. Your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data.
Speaker 3: Let's take a look at some stocks on the move today. I'm Karen Moskow. We're joined now by Bloomberg's Dan Curtis. Dan, good morning. Hey, we've been talking a lot about the surprise election results in Brazil. Markets are reacting. What are you seeing this morning?
Speaker 2: Morning.
Speaker 1: That's right. There's a lot of Brazilian linked stocks trading in the pre-market. I'll go through a lot. There's a lot of red on the screen there. But yeah, as you've been talking about all morning, Lula won another term. That's after the first round saw Bolsonaro, which I think the politically friendly way of saying it is he's generally considered more market friendly. So he lost despite the first round seeing him beat out Lula. So a bit of a surprise. Markets are quickly repricing this morning. There's a lot of names in the red. I'll go through just a few. So one of the most traded Brazilian names, New Holdings, ticker NU, that's down 22% in the pre-market. It's a digital bank and fintech company. XP Inc., ticker XP, is down nearly 50% right now. It's down 47.4% in the pre-market. It's an investment management company. That one really getting hit. And also keeping my eye on MercadoLibre. That's down 9%, not so bad. It's basically called the Amazon of Latin America, which gives you a good sense of what they do. So a lot of just these Brazilian-linked stocks really tumbling in the pre-market today.
Speaker 2: All right.
Speaker 3: Well, outside of the Brazil election, we're looking at Tesla, and that stock is gaining this morning.
Speaker 1: It's up 2% after it was upgraded to overweight from equal weight at Barclays. Analyst Dan Levy notes the potential of a SpaceX merger. We've been hearing this talked about a lot, and even last week, BNP Paribas upgraded, saying that the merger potential was the sole reason they saw it as more attractive. But that said, Barclays also noting a few other points. They say there's an improved trajectory in the EV market for this company and also a possible inflection point for robo-taxis. Overall, though, the stock has 31 buys, 24 holds, 5 sells. So we're anywhere from consensus on the stock, but we're seeing a bit more upside gain this morning.
Speaker 3: All right. And there's some neocloud movement as well, right, after we heard from Elon Musk?
Speaker 1: That's right. So the boss of Tesla is pressuring neoclouds this morning. So he took to X. Musk took to X. He claimed that SpaceX had closed a $ 40 billion debt deal to pay for chips. Sources did push back, saying that conversations remain ongoing. A deal hasn't been priced. But while he was talking about that, he also went on to say the debt markets have nearly shut off all funding for companies that don't have substantial revenues independent of data centers. So that's really hitting the neoclouds, which are these basically AI-focused data centers. Musk literally said, quote, that means the 200-plus neoclouds are going to see some guppy-level death and consolidation. So this is a lot of pressure on the names. Stocks like CoreWeave down 4%, Nebius down 3.5%, Applied Digital down 2.6%. And he's also saying, Musk said he wouldn't come to the rescue. SpaceX wouldn't acquire any neoclouds, calling it pointless.
Speaker 2: All right.
Speaker 3: Can you do a 20-second update on surgery partners?
Speaker 1: Absolutely. So keeping an eye on this one, shares are up 23%. Bon Secure's Mercy Health is in late-stage talks to buy a majority stake in surgery partners. That's according to the FT. And the deal, potentially $ 20 a share. It's just over $ 19 a share in the pre-market. So there's some deal news to keep an eye on.
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.