Stock Movers Dell and HP Surge, Goldman Sachs Falls, Best Buy Sinks
Apr 13, 2026
Denisa Sokova, Bloomberg cross-asset reporter who covers markets and company news. She breaks down unconfirmed Nvidia acquisition rumors shaking up Dell and HP. She reviews Goldman Sachs' mixed quarter and falling bond trading revenue. She covers Best Buy’s downgrade tied to PC demand and memory costs.
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NVIDIA Rumors Lift Dell And HP
- Dell and HP surged on an unconfirmed SemiAccurate report that NVIDIA is seeking a major acquisition to reshape the PC landscape.
- Denisa Sokova notes HP jumped over 6% and Dell about 2% as investors priced potential exposure to PCs and servers despite strategic fit doubts.
Strategic Fit And Size Make Deal Hard
- Bloomberg Intelligence warned a deal would give NVIDIA server and PC exposure but be hard to complete because of sheer size and HP's weak enterprise fit.
- Carol Massar highlighted NVIDIA's ~$4 trillion market cap and $62.5 billion cash as enabling a big check yet strategic rationale remains unclear.
Goldman Stock Drops On FICC Shortfall
- Goldman Sachs shares fell after fixed income, currency and commodities (FICC) revenue missed by $800 million, dragging the stock down as much as 4.7% intraday.
- Denisa Sokova said CEO David Solomon blamed analysts for setting expectations too high on the earnings call.