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>> The Stock Movers Report, your roundup of

companies making moves in the stock

market, harnessing the power of

Bloomberg data. Let's take a look at

some stocks on the move today. I'm

Nathan Hager joined by Bloomberg's Dan

Curtis. And the biggest move in stocks

this morning, very easy to see. Dan,

Oracle, good morning.

>> Good morning, Nathan. Oracle. That's

right. The the big AI name, ticker OCL,

shares are up 10% in the pre-market.

That's after the company's fiscal

threequarter results came in strong. The

infrastructure business, which is a read

through on AI demand, jumped 84% versus

the prior year. That's up more than the

79% that Wall Street estimated. It said

it delivered cloud capacity to customers

with at 90% at or ahead of the schedule.

So it's able to de it's able to deliver

a lot of where of what the demand is.

It's also predicting revenue for the

total fiscal year will be $90 billion

stronger than Wall Street estimates.

This is coming with heavy spending. The

company spent nearly $19 billion in

capex in the third quarter more than

expected but they are trying to calm

investors saying that the company is

maintaining its $50 billion capex plans

for the fiscal year. So they just seem

to be pushing some of that spending up

ahead. On the back of that, JP Morgan

raised uh Oracle to overweight with a

price target of $210 a share. Those

shares are uh 164 in the pre-market

right now.

>> Wow. Well, easily one of the biggest

earning stories of the week. We also got

a new um uh M&A story this morning in

the uh always exciting world of

uniforms.

>> That's right. Uh, Unif first, uh, ticker

UNF is up 10% as Cintis agrees to

acquire it for $310 a share in a cash

and stock deal. For every Unifer share,

uh, investors will receive $155 in cash

and just over three quarters of a Cintas

share. Cintas will fund the deal with a

cash and committed lines of credit. The

deal values unif.

The deal is expected to close in the

second half of this year. Cinta shares

on the other hand down about 2% in the

pre-market. That is ticker CTA.

>> Okay. Uh some uh moves around um private

credit as well this morning after uh

some news from JP Morgan.

>> That's right. So JP Morgan is out with

some more uh negative news around the

private market space, particularly

software as it restricts lending to some

private market funds. That's according

to a person familiar with the matter. It

has JP Morgan has also marked down some

of its software loans in its portfolio.

Shares of JP Morgan are down about

4/10en. Looking at other names like

Apollo down 6/10en of a percent, Aries

down 1%, Blue Owl down 1% and KKR

slightly positive uh up about 7/10 in

the pre-market. So, a little bit of a

mixed result to this. This comes amid

pressure to private markets which have

large exposure to software and software

has been on the back foot as AI pressure

uh continues. So definitely keeping an

eye on any updates from the private

markets. The stock movers report from

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