Bloomberg盘前综述：芯片反弹、英特尔获上调、Red Cat正式要约收购Steyr Motors，但均已定价或无交易价值

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Intel Gains; SpaceX Gift;s Nvidia Bounce Back
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Speaker 1: Bloomberg Audio Studios, podcasts, radio, news.
Speaker 2: The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data.
Speaker 1: Let's take a look at some stocks on the move today. I'm Nathan Hager, joined by Bloomberg's Ewan Potts as we watch chip stocks bounce back this morning. NVIDIA is a big part of that.
Speaker 2: Good morning, Ewan.
Speaker 3: Good morning, Nathan. Yeah, it looks like we're going to start the week with a bit of a tech rebound. After last week's tech sell-off for that eight-session route that wiped about $ 2. 3 trillion from the semiconductor benchmark, Mag7 futures are in more positive territory this morning. Meta and Tesla reporting this week, remember, from the Mag7 along with Netflix, so watch out for those. And a great stat from strategists at Citi. They point out that tech stocks still set to account for nearly 70% of global earnings growth for next year fascinating number that but in the meantime it is the world's most valuable company which is the biggest mag 7 percentage gainer so far in the pre-market a bit of a nvidia news from europe this morning santander spain's biggest bank says that it's developed new capabilities to evaluate ai models and agents for banking applications by using NVIDIA's AI infrastructure. The lender says it has established a three-year framework for the next phase of collaboration with the chipmaker. And NVIDIA shares up 1.7% in the pre-market.
Speaker 1: Continuing to make deals. What a remarkable run NVIDIA's had over the years, really. And even higher on the gainers this morning is Intel. Not a Mag7 name, but certainly a big one in the chip space.
Speaker 3: Yeah, I mentioned that chip route last week. NVIDIA actually closed Friday's session off 14% over the course of the week. But a bit of some solid gains for the chipmaker this morning, clawing back at least some of those losses. JP Morgan has upgraded the chipmaker from underweight to neutral. The bank says that NVIDIA's turnaround might take years, but the management's execution has been solid. And on the foundry front, JP Morgan says that Intel appears to be making some strong inroads on yield, manufacturability, and new customer engagements. NVIDIA shares up quite a useful 4.7% in the pre-market.
Speaker 1: Yeah, nice gain for Intel there. And I guess we've got to keep our eyes on SpaceX because maybe... Kids will be needing to keep their eyes on this one.
Speaker 3: Yeah, quite something. This Elon Musk has pledged to give a SpaceX share. to every American child. This after the news from Anthropic that said it would set aside a portion of its shares. I think it was 5% for the public benefits. The SpaceX CEO made the pledge on X, saying this will be the first of many. Google tells me there are about 70 million children in the US, so it's not quite clear how any of this is going to work. And probably worth pointing out that the billionaire does have Something of a history of floating ideas that don't always materialize. But SpaceX shares just up a touch in the pre-market, up two-tenths of 1%.
Speaker 1: Something like a dozen or so of those 70-odd million kids in America are his. So maybe they'll be getting a SpaceX share as well. Close this one out here, Ewan, with Red Cat apparently in an acquisitive mood on a merger Monday, maybe?
Speaker 3: Yeah, the drone and robot maker Redcat Holdings has offered a 29% cash premium to buy an Austrian engine specialist called Steyr Motors. Now, Redcat is looking to boost its European defence portfolio amid the continent's unprecedented spending on rearmament. The offer is just the latest example of US defence firms looking to this side of the Atlantic for growth. The Redcat shares up 8% in the premiums.
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.