Bloomberg播客盘中复盘：CoreWeave高盛上调评级后反弹、通用汽车收窄2026利润指引下跌、孩之宝上调全年盈利指引上涨

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:CoreWeave Falls, General Motors Drops, Hasbro Gains on Full-Year Profit Outlook Boost
说明:以下为该集逐字稿的**完整原文**(未删改;英文档为 YouTube 自动字幕/节目原文,可能有识别误差)。请就本集内容判断是否构成**可交易**事件 —— 公司/产品/订单/产能/需求/合作/资本开支/高管表态等;泛泛的观点、预测、行业感想不算。若本集无可交易内容,判为不做。

--- 全集原文 ---
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 of that. Stocks on the move today. We can do that with Bloomberg's Christine Aquino. She's a managing editor for MarketSlide. Christine, what are you looking at today?
Speaker 1: Hey, Paul.
Speaker 3: All right, let's take a look at CoreWeave today. So ticker CRWV. What a volatile stock this morning. When I left the desk, it was down like more than 2%. And then at the moment, it's up more than 3%. But earlier, it was down more than 6%. It's been all over the place.
Speaker 1: And it's not even.
Speaker 3: Because of a CoreWeave specific story. A lot of those jitters actually coming from asia south korea specifically because we had a new cloud firm elis uh taking 32 on its trading debut right and because corey was also a neocloud a lot of concerns over just the neocloud space in general uh being seen as one of the most vulnerable to a downturn in the ai trade because they specialize in running dedicated facilities for ai compute a lot of worries about financing in that space So it makes sense that Corey getting dragged a little bit because of this news out of Asia. But now it's in the green. And actually, speaking of Corey specifically, there is good news from Goldman Sachs, which upgraded the stock to buy from neutral. And they did cut the price target to one of six. But that still is about 40 percent upside from Monday's close. I mean, the analysts acknowledge that there are questions over financing. But at the moment, given the decline that we've seen in the stock, maybe a little bit of a favorable valuations working for it. All right.
Speaker 1: Good stuff.
Speaker 3: Core, we've definitely on our radar for the last couple of days, if not weeks.
Speaker 1: Next up on your list.
Speaker 3: I'm talking about an old economy stock. Oh, OK. General Motors. So that's pretty old. GM. Exactly. So that is not doing too well either. It's currently down just under 5% at the moment. We did see some results from that company. More specifically, investors are focusing on the narrower profit outlook for 2026. They did raise the low end of the range to $ 14. 5 billion, but then cut the high end by half a billion to just $ 15. 5 billion. And that reflects mostly falling sales both at home and in China. The premium segment, particularly pickups and SUVs, still produce solid cash flow, but a lot of analysts wondering where are they going to find sources for new growth because a lot of consumers finding themselves priced out of the new vehicle market. According to CEO Mary Barra, there are clear external headwinds and in some cases they are intensifying.
Speaker 1: All right, last stock for you.
Speaker 3: Taking a look at Hasbro as well. That is a stock in the green at the moment. So ticker HAS extending gains now to just over 6%. They boosted their full year outlook. And Blooming Intelligence is Lindsay Dutch weighing in on the results, saying that there was better than expected growth for Magic the Gathering. That is their main offering. It's a card game for those unfamiliar. Apparently, the average age, we learned this from Lindsay, is in their 30s.
Speaker 2: In their 30s, yeah.
Speaker 3: I had no idea. I mean, my kid played this when he was in his preteen years. I don't think he was mature beyond his years.
Speaker 2: I just thought it was like a thing for kids.
Speaker 3: I guess it spans a lot of age ranges. But I can imagine people in their 30s, you know, wanting to get into this because it's all about whimsy maxing. Have you heard of this?
Speaker 2: No.
Speaker 1: What is that?
Speaker 3: We're whimsy maxing. This is what we're doing now.
Speaker 2: What is it?
Speaker 3: Like you just get into your hobbies that are kind of fantastical and whimsical and Magic the Gathering fits right into that mold. So there you go. That's why it's doing well. And that's why Hasbro is doing well today because of a whimsy maxing.
Speaker 2: Whimsy maxing.
Speaker 1: There you go.
Speaker 3: All right.
Speaker 2: What is your whimsy maxing?
Speaker 1: Oh, I don't know.
Speaker 3: You got to find your whimsy ball.
Speaker 1: Well, you go to the beach. That's your whimsy maxing.
Speaker 2: Yeah, I guess.
Speaker 3: I don't know.
Speaker 2: Playing golf.
Speaker 3: I don't know.
Speaker 2: Whimsy maxing. All right, Christine, I think we have to finish it with, end it with that one. We can't do anything more with that.
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.