Applied Materials Warning; TSMC Jumps on Huawei Report; Rumble Rallies | Stock Movers
October 3, 2025
287
1
0.35%
Search the Record
IndexedEvery word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Bloomberg Podcasts Episodes Around October 3, 2025
See what was published immediately before and after this episode.
4:03Now PlayingApplied Materials Warning; TSMC Jumps on Huawei Report; Rumble Rallies | Stock Movers
YouTube Description
as posted by the channelOn this episode of Stock Movers:
- Applied Materials (AMAT) shares are lower after warning an expansion of rules that restrict the export of its products to China will take another chunk out of its revenue. The US Commerce Department’s Bureau of Industry and Security has issued a new rule this week that widens the range of companies subject to export restrictions, Applied Materials said in a regulatory filing Thursday. The company expects that to cost it $600 million in lost revenue in fiscal 2026, which runs through next October.
- TSMC (TSMC) is rallying on news Huawei's Ascend AI processors were found to contain advanced components from Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co., and SK Hynix Inc. Huawei's reliance on foreign hardware highlights China's struggle to boost domestic production of AI semiconductors, with the company's access to foreign goods being of crucial importance due to US export restrictions.
- Rumble (RUM) is gaining after entering into a strategic partnership with Perplexity to develop a new subscription model combining the pro features of each platform.
- Tesla (TSLA) is rebounding after seesawing yesterday. It reported strong sales numbers yesterday, then the stock dropped, and is back higher in the premarket. The automaker posted a record quarter of vehicle sales, but it will be difficult to replicate now that federal electric-car subsidies have expired.
See omnystudio.com/listener () for privacy information.
Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.
Check out more episodes of Stock Movers
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
#Stocks #Markets #Finance #Investing #Podcast #Bloomberg
Applied Materials Warning; TSMC Jumps on Huawei Report; Rumble Rallies
Guests & Subjects Covered
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.