Bloomberg盘后节目复盘CoreWeave反弹、J.B. Hunt业绩后小跌与Alcoa财报：无新增可执行事件，Alcoa利好亦已在盘后明显回落

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Coreweave Gains, JB Hunt Slips, Alcoa Rises
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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: I'm Carol Messer, along with Tim Stenevik. Let's get to some stocks on the move on this Thursday with us to do that. Christina Kino, she's Bloomberg News Managing Editor of the Markets Live blog, joining us here in studio. We're going to start with what, Corweave?
Speaker 3: We got to talk about Corweave. It's the stock of the day.
Speaker 2: It is. It is, really.
Speaker 3: And what a 24 hours it has had. That stock, believe it or not, is up 5.9% at the close, a little bit higher after hours as well. So check it out. CRWV is the ticker, but it was quite the cheerleading effort, really, from both the NVIDIA CEO, Jensen Huang, who was downplaying concerns about the company's debt. And then we also had a number of analysts kind of say, hey, this is a great buy-the-dip opportunity. And it looks like a lot of investors did exactly that into the close, and that's where we're in the green. But its debt concerns don't really go away, right? Because at the same time, we had a measure of its credit risk. climbing to an all-time high on Thursday, right? And so you can cheerlead all you want, but unless they do something about those credit metrics, really, I think is going to be the issue. So, you know, they ended higher today, but who's to say where they go next from here?
Speaker 2: You know, we talked to our Robert Schiffman of Bloomberg Intelligence. He's our senior tech credit analyst. And he said, you know, those credit, you know, where it's trading, it's been like that for a couple of weeks.
Speaker 4: He's like, nothing happened in the last 24 hours.
Speaker 2: What happened today? Right?
Speaker 3: Yeah.
Speaker 2: And then you look at the share price, the equity side of things, not the debt. We were down 9.5%. We were up 6%. That's a 15%, almost 16% swing.
Speaker 4: What do they say about the smart money, though, Carol?
Speaker 2: What do they say?
Speaker 4: It's in bonds.
Speaker 3: It's in bonds.
Speaker 2: So watch the bond market, the credit market. We were also watching some earnings after hours.
Speaker 3: J.B. Hutt, let's go there.
Speaker 2: That's right.
Speaker 3: Trucks. I mean, you know what? It was in line in terms of their EPS, right?
Speaker 2: $ 1. 82 a month.
Speaker 3: Um, but that's not good enough. That's what we're seeing shares down a little bit after hours. So ticker JVHD, and they're currently down more than 2%. Uh, I, we're talking about this, right? It really is all about costs for, uh, industries like trucking and JV on definitely, uh, one of the companies that are At the intersection of this, we already heard from their CFO, Brad Jalko, saying last month that they are expecting earnings to drop. They are expecting costs to rise primarily because it's expensive to keep truckers. You have to give them bonuses. You have to give them a lot of incentives to stay. And then, of course, fuel has been a major concern. cost driver as well.
Speaker 2: Anybody's hauling stuff in on the road for 8, 10, 12 hours, man.
Speaker 1: I'm sorry. Pay them. Yes, please.
Speaker 3: They deserve it. 8 to 10 hours?
Speaker 2: I know, I know, I know.
Speaker 4: I know there are rules and so.
Speaker 2: I'm not quite sure.
Speaker 4: Anytime I'm on a long drive.
Speaker 2: Yeah, pay me.
Speaker 4: I'm just thinking, I cannot believe people do this for a living.
Speaker 3: It's unbelievable.
Speaker 2: And you know, we talk about stuff that gets shipped over on those big cargo ships, but The last mile, it's all on trucks, you know, trains and trucks, like stuff moving around. So I'm like, I'm with you, Pam. Yeah.
Speaker 4: But this is also why, you know, we were told a decade ago that there would be autonomous trucks by now. And there are in small numbers, but I mean, no, we are still relying on people to do this work. No question.
Speaker 2: All right.
Speaker 3: Okay.
Speaker 4: What else you got for us?
Speaker 3: Let's talk about alcohols releasing earnings after the bell. And that's a ticker AA. Doing pretty well, actually. Up about 2.6% after hours. Look, it was a stronger than expected third quarter. They're adjusted per share profit. 1.82 was 33 cents above the average estimate. So pretty hefty beat there. And they produced more aluminum during the quarter. They raised shipments by 13%. But look, the long-term risk is all geopolitical, right? There's kind of these concerns around supply because President Donald Trump is still wanting to push domestic production. And then, of course, disruptions in the Middle East, hitting some smelters there. It's had a bit of a U-turn, just aluminum prices throughout the year. It kind of sits just below $ 3, 000. In June, it was $ 3, 700 above that. So, yeah, a bit of a tumultuous time for aluminum and alcohol as a result.
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.