Bloomberg Stock Movers盘中介入回顾四只盘前已发酵个股（高盛上调CoreWeave、克利夫兰克里夫财报超预期、小摩上调Intel、Silgan收购Trivium），均无新增可交易信息

【播客逐字稿全集 · Bloomberg Stock Movers】
单集:Intel and Cleveland-Cliffs Gains; CoreWeave Upgrade
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。

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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: It is time for Stock Movers.
Speaker 1: It's a podcast.
Speaker 2: We go to Alexis Christophers.
Speaker 1: Alexis, what are you looking at?
Speaker 2: I am looking at CoreWeave because we know it had a really rough time of it last week. The stock was down 25%, so it's trying to recover here. Ticker symbol CRWV. It is up more than 6% pre-market. Goldman Sachs saying not all neoclouds are created equal and they view CoreWeave as being toward the top of the quality ranking in the ecosystem. So Goldman upgrading CoreWeave to buy from neutral. We know that there has been concern about the amount of debt that CoreWeave is taking on to fund AI. Those worries sent yields on the cloud computing providers junk bonds to 15%. It has taken out more than $ 51 billion of debt to finance AI infrastructure.
Speaker 1: All right.
Speaker 2: That's a good, potentially good call. Catching the falling knives, I think, is the toughest call on Wall Street.
Speaker 1: I know I couldn't do it.
Speaker 2: I learned very early in my career not to do it.
Speaker 1: But I know. Yeah. See how that goes. Good for them.
Speaker 2: This is interesting. Well, we don't really talk about Cleveland Cliffs, do we? This is a ticker symbol CLF. But I pitched the IPO back in the day, lost to Merrill Lynch.
Speaker 1: Of course you did.
Speaker 2: I don't care what company I mentioned. You have some sort of background story.
Speaker 1: Back in the day, we were pitching. Come on.
Speaker 2: Cleveland Cliffs up 13.5%. Market cap, I looked it up. I just want to see how big this company is. Nearly $ 7 billion. So this is a steel company reporting a third quarter profit topping estimates as steel prices rise. Of course, American steel prices have been on the upswing because of President Trump's tariffs restricting foreign supplies and boosting domestic producers. Get this hot rolled coil. This is a widely used steel product that serves as a U.S. price benchmark. It is up 52 percent in just the past year to twelve hundred fifty five dollars a short time. That's how it is priced. The last time our prices reached that level was back in 2022. So adjusted EBITDA over at Cleveland Cliffs more than quadrupled from a year earlier. It also raised its outlook for next year and the stock's getting a nice lift here. this morning.
Speaker 1: It's in the S & P 400.
Speaker 2: Oh, really?
Speaker 1: There you go.
Speaker 2: All right. And now Intel looking at that company. Actually, the chip makers, we should just say, are rebounding here a bit this morning after that route last week. Ticker symbol, we know it, INTC. Stock is up 3%. JP Morgan upgrading its rating to neutral. They say the chip makers turnaround might take years, but that the management's execution has been solid. The analyst here, Harlan Sir, said that while Intel stock is near his $ 85 price target, he said the risk-reward is, quote, much more balanced and that increasing agentic AI workloads and a tight supply chain should drive positive earnings per share revisions over at Intel.
Speaker 1: All right.
Speaker 2: And we've got time for one more.
Speaker 1: I have it.
Speaker 2: This is another company I don't really mention very often. I don't know if I ever did. It's called Silgan, Siglan, Siglan, S-L-G-N. So this stock is higher today. It has agreed to buy Trivium Packaging. It is a deal valuing the European packaging company at $ 3. 4 billion. This includes a debt. The transaction is going to combine Trivium with Silgan's metal containers segment and food and beverage flat cap closures unit. It's expected to see cash proceeds of more than $ 2 billion from that merger.
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.