Benzinga Earnings Reports

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12:01

Why Is Hut 8 Stock Trending After Hours?

05:39

SolarMax Technology Q2 EPS $(0.98) Down From $(0.50) YoY, Sales $10.200M Up From $6.883M YoY

04:11

Park Aerospace Q2 Adj. EPS $0.21 Beats $0.17 Estimate, Sales $20.791M Beat $20.012M Estimate

User Discussion

Suraj lap

09-18

Share your opinion about this news…

Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate

Tonykhoo

09-10

This guy has zero credibility

Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts

MetaLim

09-09

Squeeze

Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks

Kipbana

09-07

Sounds like he is trying to tank the market so that he can buy dips now

Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"

Guavaxf3006

09-07

Hang on. Didn't Najib Razak say the same thing...?

Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"

Ancient One

09-07

The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!

Jensen Huang Says "AGI Has Arrived" With OpenAI's GPT-6 Astra, but Has It Really?

AbhishekC

09-06

Get

Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat

AbhishekC

09-06

Share your opinion about this news…

Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat

Guavaxf3006

08-30

Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more. Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more. If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?

Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'

Moneymaking machine

08-28

So why is the stock falling??

Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate

Bodoh

08-24

Shame. Decades long shame of the finance circus

Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1

Axekay

08-22

Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now

These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings

Co0nnie

08-13

Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the

Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate

Etel

08-12

Great article, would you like to share it?

Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’

Moneymaking machine

08-12

SMCI with good earnings and the entire market is happy

Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate

sippinonyak

08-08

HZT!

QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings

AlanGoh

08-05

That's insightful! =)

Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'

neo26000

07-30

Oops [Facepalm] [Spurting] [Surprised]

Meta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate

AT69

07-29

If meta price can reach $650 tomorrow, will already be a remarkable feat.

Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings

K10T

07-29

That explain why Nvidia fall recently

Cathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip "Absurd" — Ark Loads Up on SpaceX, Tesla

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news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/609057478500856","repostId":"2668992053","repostType":2,"repost":{"id":"2668992053","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1789678255,"share":"https://ttm.financial/m/news/2668992053?lang=en_US&edition=fundamental","pubTime":"2026-09-18 04:50","market":"us","language":"en","title":"Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2668992053","media":"Benzinga Earnings","summary":"Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same","content":"<html><body>Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUpexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-18 04:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4183":"个人用品","PXIU":"2倍做多UPXI ETF-T-Rex","BK4539":"次新股","UPXI":"Upexi, Inc."},"source_url":"https://www.benzinga.com/news/earnings/26/09/61857507/upexi-q4-eps-0-21-misses-0-12-estimate-sales-3-149m-miss-7-572m-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2668992053","content_text":"Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.","news_type":1,"symbols_score_info":{"PXIU":0.6,"UPXI":1}},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606124903755848,"gmtCreate":1789016680199,"gmtModify":1789016683197,"author":{"id":"3582712972054494","authorId":"3582712972054494","name":"Tonykhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582712972054494","authorIdStr":"3582712972054494"},"themes":[],"title":"","htmlText":"This guy has zero credibility&nbsp;","listText":"This guy has zero credibility&nbsp;","text":"This guy has zero credibility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/606124903755848","repostId":"1105079225","repostType":2,"repost":{"id":"1105079225","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1789016400,"share":"https://ttm.financial/m/news/1105079225?lang=en_US&edition=fundamental","pubTime":"2026-09-10 13:00","market":"us","language":"en","title":"Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts","url":"https://stock-news.laohu8.com/highlight/detail?id=1105079225","media":"Benzinga Earnings","summary":"Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact,...","content":"<html><head></head><body><p><strong>Michael Burry</strong> reshuffled his options portfolio on Wednesday, exiting his <strong>Nvidia Corp</strong> (NASDAQ:NVDA) and <strong>Palantir Technologies</strong> (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.</p><p style=\"text-align: start;\">According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 <strong>Invesco QQQ Trust</strong> (NASDAQ:QQQ) Trust puts unchanged.</p><p style=\"text-align: start;\">Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80325a1fcca2c9d5954eaaecf8e0d314\" tg-width=\"822\" tg-height=\"1133\"/></p><h2 id=\"id_3655738408\" style=\"text-align: start;\">Burry’s Concerns on Palantir’s Balance Sheet</h2><p style=\"text-align: start;\">Burry recently highlighted concerns about Palantir’s financial practices, writing: &#34;Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.&#34;</p><p style=\"text-align: start;\">He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.</p><h2 id=\"id_3822945921\" style=\"text-align: start;\">Palantir and Nebius Partnership</h2><p style=\"text-align: start;\">On Tuesday, Palantir and <strong>Nebius Group N.V.</strong> (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.</p><p>The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMichael Burry Sells All Nvidia, Palantir December 2026-Dated Puts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-10 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Michael Burry</strong> reshuffled his options portfolio on Wednesday, exiting his <strong>Nvidia Corp</strong> (NASDAQ:NVDA) and <strong>Palantir Technologies</strong> (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.</p><p style=\"text-align: start;\">According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 <strong>Invesco QQQ Trust</strong> (NASDAQ:QQQ) Trust puts unchanged.</p><p style=\"text-align: start;\">Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80325a1fcca2c9d5954eaaecf8e0d314\" tg-width=\"822\" tg-height=\"1133\"/></p><h2 id=\"id_3655738408\" style=\"text-align: start;\">Burry’s Concerns on Palantir’s Balance Sheet</h2><p style=\"text-align: start;\">Burry recently highlighted concerns about Palantir’s financial practices, writing: &#34;Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.&#34;</p><p style=\"text-align: start;\">He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.</p><h2 id=\"id_3822945921\" style=\"text-align: start;\">Palantir and Nebius Partnership</h2><p style=\"text-align: start;\">On Tuesday, Palantir and <strong>Nebius Group N.V.</strong> (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.</p><p>The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDU":"2倍做多NVDA ETF-Direxion","PLTW":"PLTR周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDW":"NVDA周配息ETF-Roundhill","PLTZ":"2倍做空PLTR ETF-Defiance","NVDQ":"2倍做空NVDA ETF-T-Rex","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDG":"2倍做多NVDA ETF- Leverage Shares","PLTA":"ProShares Ultra PLTR ETF","07388":"南方两倍做空英伟达","PLYY":"GraniteShares YieldBOOST PLTR ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVII":"Rex NVDA Growth & Income ETF","PLTD":"1倍做空PLTR ETF-Direxion","NVDB":"ProShares Ultra NVDA ETF","PLTI":"REX PLTR Growth & Income ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVYY":"GraniteShares YieldBOOST NVDA ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","PLTL":"2倍做多PLTR ETF-Corgi","PTIR":"2倍做多PLTR ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVC":"Corgi NVDA 2x Daily ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVDA":"英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","PLTR":"Palantir Technologies Inc.","PLTU":"2倍做多PLTR ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105079225","content_text":"Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 Invesco QQQ Trust (NASDAQ:QQQ) Trust puts unchanged.Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.Burry’s Concerns on Palantir’s Balance SheetBurry recently highlighted concerns about Palantir’s financial practices, writing: \"Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.\"He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.Palantir and Nebius PartnershipOn Tuesday, Palantir and Nebius Group N.V. (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.","news_type":1,"symbols_score_info":{"PLTG":0.6,"07788":0.6,"PLTY":0.6,"PLTI":0.6,"PLTL":0.6,"07388":0.6,"PLOO":0.6,"PLTU":0.6,"PTIR":0.6,"PLTZ":0.6,"NVDS":0.6,"NVDU":0.6,"NVDY":0.6,"PLYY":0.6,"NVDG":0.6,"NVDQ":0.6,"NVDA":2,"NVDD":0.6,"NVII":0.6,"DIPS":0.6,"NVDX":0.6,"PLTD":0.6,"NVDO":0.6,"NVDB":0.6,"NVYY":0.6,"NVD":0.6,"NVC":0.6,"NVDW":0.6,"PLTW":0.6,"NVDL":0.6,"ANV":0.6,"PLTA":0.6,"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554878382833825","authorId":"3554878382833825","name":"PandaExpress","avatar":"https://community-static.tradeup.com/news/7900aa2f94dc7f07e9aaed1be9e02f65","crmLevel":12,"crmLevelSwitch":1,"idStr":"3554878382833825","authorIdStr":"3554878382833825"},"content":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money.","text":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money.","html":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605750568034792,"gmtCreate":1788925302720,"gmtModify":1788929031588,"author":{"id":"4218776179678032","authorId":"4218776179678032","name":"MetaLim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218776179678032","authorIdStr":"4218776179678032"},"themes":[],"title":"","htmlText":"Squeeze","listText":"Squeeze","text":"Squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605750568034792","repostId":"1131337150","repostType":2,"repost":{"id":"1131337150","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788924600,"share":"https://ttm.financial/m/news/1131337150?lang=en_US&edition=fundamental","pubTime":"2026-09-09 11:30","market":"us","language":"en","title":"Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1131337150","media":"Benzinga Earnings","summary":"$Palantir Technologies(PLTR)$ (NASDAQ:PLTR) and $Nebius Group(NBIS)$ (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-09 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIG":"Leverage Shares 2X Long NBIS Daily ETF","PLTR":"Palantir Technologies Inc.","NBIL":"GraniteShares 2x Long NBIS Daily ETF","PLTU":"2倍做多PLTR ETF-Direxion","NBIZ":"Tradr 2X Short NBIS Daily ETF","PLTW":"PLTR周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","NBIS":"NEBIUS","PLTZ":"2倍做空PLTR ETF-Defiance","PLTI":"REX PLTR Growth & Income ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","NEBX":"2倍做多NBIS ETF-Tradr","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","NBIC":"Corgi NBIS 2x Daily ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTL":"2倍做多PLTR ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131337150","content_text":"Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro dataBurry’s Bearish PLTR, NBIS Positions Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. The Bottom LineTuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. Investors will be watching whether Burry indicates any change in his positioning.","news_type":1,"symbols_score_info":{"PLTY":0.6,"PLTD":0.6,"PLYY":0.6,"PLTA":0.6,"NBIS":2,"PLTU":0.6,"NBIZ":0.6,"PLTW":0.6,"PLTR":2,"NEBX":0.6,"PLTL":0.6,"NBIG":0.6,"NBIL":0.6,"PTIR":0.6,"PLTZ":0.6,"NBIC":0.6,"PLOO":0.6,"PLTG":0.6,"PLTI":0.6}},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605094025978736,"gmtCreate":1788765020165,"gmtModify":1788765023249,"author":{"id":"4097035389999120","authorId":"4097035389999120","name":"Kipbana","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097035389999120","authorIdStr":"4097035389999120"},"themes":[],"title":"","htmlText":"Sounds like he is trying to tank the market so that he can buy dips now","listText":"Sounds like he is trying to tank the market so that he can buy dips now","text":"Sounds like he is trying to tank the market so that he can buy dips now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605094025978736","repostId":"1196319960","repostType":2,"repost":{"id":"1196319960","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788764400,"share":"https://ttm.financial/m/news/1196319960?lang=en_US&edition=fundamental","pubTime":"2026-09-07 15:00","market":"us","language":"en","title":"Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196319960","media":"Benzinga Earnings","summary":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...","content":"<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INYY":"YieldMax INTC Option Income Strategy ETF","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INTC":"英特尔","INT":"2倍做多INTC ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196319960","content_text":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”The Intel Bet That’s Paying OffThe Trump administration acquired a roughly 10% stake in Intel Corp. (NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.The company’s stock is up 143.27% so far this year and 291.34% over the past year.Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.Calls Grow to Ban Presidential TradingDemocrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.Rep. Eugene Vindman (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.Market Highs as VindicationLast week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.Price Action: Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.","news_type":1,"symbols_score_info":{"INT":0.6,"INYY":0.6,"INTC":2,"LINT":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605092674831720,"gmtCreate":1788764695483,"gmtModify":1788764698544,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"themes":[],"title":"","htmlText":"Hang on. Didn't Najib Razak say the same thing...?","listText":"Hang on. Didn't Najib Razak say the same thing...?","text":"Hang on. Didn't Najib Razak say the same thing...?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605092674831720","repostId":"1196319960","repostType":4,"repost":{"id":"1196319960","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788764400,"share":"https://ttm.financial/m/news/1196319960?lang=en_US&edition=fundamental","pubTime":"2026-09-07 15:00","market":"us","language":"en","title":"Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196319960","media":"Benzinga Earnings","summary":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...","content":"<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INYY":"YieldMax INTC Option Income Strategy ETF","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INTC":"英特尔","INT":"2倍做多INTC ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196319960","content_text":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”The Intel Bet That’s Paying OffThe Trump administration acquired a roughly 10% stake in Intel Corp. (NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.The company’s stock is up 143.27% so far this year and 291.34% over the past year.Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.Calls Grow to Ban Presidential TradingDemocrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.Rep. Eugene Vindman (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.Market Highs as VindicationLast week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.Price Action: Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.","news_type":1,"symbols_score_info":{"INT":0.6,"INYY":0.6,"INTC":2,"LINT":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605047865439224,"gmtCreate":1788753751357,"gmtModify":1788753754498,"author":{"id":"4230126467342542","authorId":"4230126467342542","name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230126467342542","authorIdStr":"4230126467342542"},"themes":[],"title":"","htmlText":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","listText":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","text":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/605047865439224","repostId":"1152877828","repostType":2,"repost":{"id":"1152877828","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788753600,"share":"https://ttm.financial/m/news/1152877828?lang=en_US&edition=fundamental","pubTime":"2026-09-07 12:00","market":"us","language":"en","title":"Jensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152877828","media":"Benzinga Earnings","summary":"On Sunday, $Nvidia Corp(NVDA)$ (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed...","content":"<html><head></head><body><p>On Sunday, <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a> </strong>(NASDAQ:NVDA) CEO <strong>Jensen Huang</strong> declared that artificial general intelligence has arrived with <strong>OpenAI’s GPT-6 Astra</strong>, but prominent AI critic <strong>Gary Marcus</strong> quickly pushed back.</p><h2 id=\"id_498060697\" style=\"text-align: start;\">Jensen Huang Declares AGI Has Arrived</h2><p style=\"text-align: start;\">Huang took to X and congratulated OpenAI on Astra.</p><p style=\"text-align: start;\">&#34;From ChatGPT to o1 to Astra in 4 years,&#34; Huang wrote. &#34;AGI has arrived. Congratulations @OpenAI team.&#34;</p><p>He also highlighted that Astra was trained using more than 100,000 Nvidia <strong>Grace Blackwell NVLink72</strong> systems. He added that another 400,000 Nvidia GPUs are coming online.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/72c22af2fca78dc0fce024d638872f90\" tg-width=\"820\" tg-height=\"587\"/></p><p>OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on <strong>FrontierMath Tier 4</strong>, 99.9% on <strong>ARC-AGI-3</strong> and 100% on <strong>ExploitBench</strong>.</p><h2 id=\"id_2460227184\" style=\"text-align: start;\">Gary Marcus Pushes Back</h2><p style=\"text-align: start;\">Marcus, an NYU professor and longtime AI skeptic, was far less convinced.</p><p style=\"text-align: start;\">&#34;Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,&#34; Marcus wrote.</p><p style=\"text-align: start;\">He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means &#34;simply muddies the waters.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a0ef5143e87933d02ef8cae273ac32\" tg-width=\"828\" tg-height=\"867\"/></p><p>OpenAI President <strong>Greg Brockman</strong> shared Huang’s post and said the company is &#34;now moving into the AGI era.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecb18fee6c5275631dce39099180f6a9\" tg-width=\"824\" tg-height=\"744\"/></p><h2 id=\"id_1778848729\" style=\"text-align: start;\">Huang Has Been Calling AGI Here Since 2025</h2><p style=\"text-align: start;\">In March 2025, Huang said he believed AGI had already arrived during an appearance on the <strong>Lex Fridman</strong> Podcast. &#34;I think we’ve achieved AGI.&#34;</p><p>According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.</p><p style=\"text-align: start;\">Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.</p><p style=\"text-align: start;\">During the podcast, Huang said his definition does not depend on whether the AI business remains successful.</p><p>In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.</p><p style=\"text-align: start;\">At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.</p><p><strong>Price Action:</strong> Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Sunday, <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a> </strong>(NASDAQ:NVDA) CEO <strong>Jensen Huang</strong> declared that artificial general intelligence has arrived with <strong>OpenAI’s GPT-6 Astra</strong>, but prominent AI critic <strong>Gary Marcus</strong> quickly pushed back.</p><h2 id=\"id_498060697\" style=\"text-align: start;\">Jensen Huang Declares AGI Has Arrived</h2><p style=\"text-align: start;\">Huang took to X and congratulated OpenAI on Astra.</p><p style=\"text-align: start;\">&#34;From ChatGPT to o1 to Astra in 4 years,&#34; Huang wrote. &#34;AGI has arrived. Congratulations @OpenAI team.&#34;</p><p>He also highlighted that Astra was trained using more than 100,000 Nvidia <strong>Grace Blackwell NVLink72</strong> systems. He added that another 400,000 Nvidia GPUs are coming online.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/72c22af2fca78dc0fce024d638872f90\" tg-width=\"820\" tg-height=\"587\"/></p><p>OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on <strong>FrontierMath Tier 4</strong>, 99.9% on <strong>ARC-AGI-3</strong> and 100% on <strong>ExploitBench</strong>.</p><h2 id=\"id_2460227184\" style=\"text-align: start;\">Gary Marcus Pushes Back</h2><p style=\"text-align: start;\">Marcus, an NYU professor and longtime AI skeptic, was far less convinced.</p><p style=\"text-align: start;\">&#34;Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,&#34; Marcus wrote.</p><p style=\"text-align: start;\">He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means &#34;simply muddies the waters.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a0ef5143e87933d02ef8cae273ac32\" tg-width=\"828\" tg-height=\"867\"/></p><p>OpenAI President <strong>Greg Brockman</strong> shared Huang’s post and said the company is &#34;now moving into the AGI era.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecb18fee6c5275631dce39099180f6a9\" tg-width=\"824\" tg-height=\"744\"/></p><h2 id=\"id_1778848729\" style=\"text-align: start;\">Huang Has Been Calling AGI Here Since 2025</h2><p style=\"text-align: start;\">In March 2025, Huang said he believed AGI had already arrived during an appearance on the <strong>Lex Fridman</strong> Podcast. &#34;I think we’ve achieved AGI.&#34;</p><p>According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.</p><p style=\"text-align: start;\">Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.</p><p style=\"text-align: start;\">During the podcast, Huang said his definition does not depend on whether the AI business remains successful.</p><p>In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.</p><p style=\"text-align: start;\">At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.</p><p><strong>Price Action:</strong> Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDX":"2倍做多NVDA ETF-T-Rex","NVC":"Corgi NVDA 2x Daily ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares","07388":"南方两倍做空英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDS":"1.5倍做空NVDA ETF-Tradr","07788":"南方两倍做多英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152877828","content_text":"On Sunday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed back.Jensen Huang Declares AGI Has ArrivedHuang took to X and congratulated OpenAI on Astra.\"From ChatGPT to o1 to Astra in 4 years,\" Huang wrote. \"AGI has arrived. Congratulations @OpenAI team.\"He also highlighted that Astra was trained using more than 100,000 Nvidia Grace Blackwell NVLink72 systems. He added that another 400,000 Nvidia GPUs are coming online.OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on FrontierMath Tier 4, 99.9% on ARC-AGI-3 and 100% on ExploitBench.Gary Marcus Pushes BackMarcus, an NYU professor and longtime AI skeptic, was far less convinced.\"Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,\" Marcus wrote.He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means \"simply muddies the waters.\"OpenAI President Greg Brockman shared Huang’s post and said the company is \"now moving into the AGI era.\"Huang Has Been Calling AGI Here Since 2025In March 2025, Huang said he believed AGI had already arrived during an appearance on the Lex Fridman Podcast. \"I think we’ve achieved AGI.\"According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.During the podcast, Huang said his definition does not depend on whether the AI business remains successful.In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.Price Action: Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.","news_type":1,"symbols_score_info":{"07788":0.6,"NVDS":0.6,"NVDA":2,"ANV":0.6,"NVDW":0.6,"NVDD":0.6,"NVDL":0.6,"NVYY":0.6,"NVDU":0.6,"07388":0.6,"NVDB":0.6,"NVC":0.6,"NVDO":0.6,"NVDX":0.6,"NVDY":0.6,"NVD":0.6,"NVII":0.6,"NVDG":0.6,"NVDQ":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604833502508016,"gmtCreate":1788701416212,"gmtModify":1788703009241,"author":{"id":"4177116098513712","authorId":"4177116098513712","name":"AbhishekC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177116098513712","authorIdStr":"4177116098513712"},"themes":[],"title":"","htmlText":"Get","listText":"Get","text":"Get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604833502508016","repostId":"2665361210","repostType":2,"repost":{"id":"2665361210","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788684228,"share":"https://ttm.financial/m/news/2665361210?lang=en_US&edition=fundamental","pubTime":"2026-09-06 16:43","market":"us","language":"en","title":"Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2665361210","media":"Benzinga Earnings","summary":"Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.","content":"<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-06 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07766":"南方两倍做多特斯拉","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0672654240.SGD":"FTIF - 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(NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”\nRivals Close In On 1 Million Weekly Rides\nIn a Saturday post on X, Black said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Baidu Inc. (NASDAQ:BIDU), Pony.ai Inc. (NASDAQ:PONY), WeRide Inc. (NASDAQ:WRD) and Amazon.com Inc.‘s (NASDAQ:AMZN) ZOOX now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”\n\nI’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU— Gary Black (@garyblack00) September 5, 2026\n\nHe expects “self-driving” to become the preferred option on Uber Technologies Inc. (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.\nThe competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.\nValuation Remains the Real Sticking Point\nDespite praising Tesla’s technology, Black’s caution centers on price, not performance. \nTesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.\nBy comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&P 500 this year and over the past one, three and five years.\nThree Questions That Will Decide Tesla’s Stock\nWhether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.\nIn the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.\nEarlier, after CEO Elon Musk touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.\nThe safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.\nTrading Metrics\nTesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.\nThe large-cap automotive stock is down 21.27% year-to-date.\nBenzinga’s Edge Stock Rankings indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n\n\n\nPhoto courtesy: Rokas Tenys on Shutterstock.com","news_type":1,"symbols_score_info":{"SMOG":0.6,"IDRV":0.6,"TSLP":0.6,"07766":0.6,"ELOL":0.6,"07366":0.6,"TLA":0.6,"TSLZ":0.6,"WANT":0.6,"TESL":0.6,"WATS":0.6,"TSII":0.6,"TEST":0.6,"TESC":0.6,"TSLR":0.6,"FDRV":0.6,"09766":0.6,"09366":0.6,"TSLL":0.6,"TSDD":0.6,"LIT":0.6,"TSLW":0.6,"TSLG":0.6,"TSLT":0.6,"STSLAmain":0.6,"TSL":0.6,"TSLI":0.6,"TSLQ":0.6,"TSLA":1.97,"TSLY":0.6,"TSLO":0.6,"TSYY":0.6,"TSLS":0.6,"CRSH":0.6}},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604833387471936,"gmtCreate":1788701389267,"gmtModify":1788703002491,"author":{"id":"4177116098513712","authorId":"4177116098513712","name":"AbhishekC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177116098513712","authorIdStr":"4177116098513712"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604833387471936","repostId":"2665361210","repostType":2,"repost":{"id":"2665361210","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788684228,"share":"https://ttm.financial/m/news/2665361210?lang=en_US&edition=fundamental","pubTime":"2026-09-06 16:43","market":"us","language":"en","title":"Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2665361210","media":"Benzinga Earnings","summary":"Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.","content":"<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-06 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07766":"南方两倍做多特斯拉","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0672654240.SGD":"FTIF - 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(NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”\nRivals Close In On 1 Million Weekly Rides\nIn a Saturday post on X, Black said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Baidu Inc. (NASDAQ:BIDU), Pony.ai Inc. (NASDAQ:PONY), WeRide Inc. (NASDAQ:WRD) and Amazon.com Inc.‘s (NASDAQ:AMZN) ZOOX now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”\n\nI’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU— Gary Black (@garyblack00) September 5, 2026\n\nHe expects “self-driving” to become the preferred option on Uber Technologies Inc. (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.\nThe competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.\nValuation Remains the Real Sticking Point\nDespite praising Tesla’s technology, Black’s caution centers on price, not performance. \nTesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.\nBy comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&P 500 this year and over the past one, three and five years.\nThree Questions That Will Decide Tesla’s Stock\nWhether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.\nIn the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.\nEarlier, after CEO Elon Musk touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.\nThe safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.\nTrading Metrics\nTesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.\nThe large-cap automotive stock is down 21.27% year-to-date.\nBenzinga’s Edge Stock Rankings indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n\n\n\nPhoto courtesy: Rokas Tenys on Shutterstock.com","news_type":1,"symbols_score_info":{"SMOG":0.6,"IDRV":0.6,"TSLP":0.6,"07766":0.6,"ELOL":0.6,"07366":0.6,"TLA":0.6,"TSLZ":0.6,"WANT":0.6,"TESL":0.6,"WATS":0.6,"TSII":0.6,"TEST":0.6,"TESC":0.6,"TSLR":0.6,"FDRV":0.6,"09766":0.6,"09366":0.6,"TSLL":0.6,"TSDD":0.6,"LIT":0.6,"TSLW":0.6,"TSLG":0.6,"TSLT":0.6,"STSLAmain":0.6,"TSL":0.6,"TSLI":0.6,"TSLQ":0.6,"TSLA":1.97,"TSLY":0.6,"TSLO":0.6,"TSYY":0.6,"TSLS":0.6,"CRSH":0.6}},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602175356924736,"gmtCreate":1788052454224,"gmtModify":1788054638934,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"themes":[],"title":"","htmlText":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.&nbsp; Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.&nbsp; If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","listText":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.&nbsp; Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.&nbsp; If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","text":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more. Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more. If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/602175356924736","repostId":"2662094440","repostType":2,"repost":{"id":"2662094440","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787930467,"share":"https://ttm.financial/m/news/2662094440?lang=en_US&edition=fundamental","pubTime":"2026-08-28 23:21","market":"hk","language":"en","title":"Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'","url":"https://stock-news.laohu8.com/highlight/detail?id=2662094440","media":"Benzinga Earnings","summary":"Marvell CEO says Google&#39;s AI deal is a &#34;monster number&#34; and signals Wall Street may be underestimating the company&#39;s AI growth.","content":"<html><body><p>Investors are asking the wrong question about the company’s landmark <strong>Google</strong> agreement, according to <strong>Marvell Technology Inc.</strong> (NASDAQ:MRVL) CEO <strong>Matt Murphy</strong>.</p>\n<p>Analysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.</p>\n<p>“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”</p>\n<p>The remark captured what may have been the call’s biggest takeaway—not that <strong>Alphabet Inc</strong>‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n</strong>\n</p>\n</div>\n<h2>Marvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts</h2>\n<p>The discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.</p>\n<p>Murphy didn’t challenge the arithmetic.</p>\n<p>“When you look at the scale of this, your math is not wrong.”</p>\n<p>Instead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.</p>\n<p>“The big impact would be in ’29 and beyond.”</p>\n<p>That distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.</p>\n<h2>Marvell’s Google Deal Is Bigger Than One AI Chip Program</h2>\n<p>Murphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.</p>\n<p>According to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.</p>\n<p>“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”</p>\n<p>That breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.</p>\n<p>“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”</p>\n<p>He went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”</p>\n<p>While Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.</p>\n<h2>What Investors Should Watch Next</h2>\n<p>The immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. </p>\n<p>The more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. </p>\n<p>Investors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-28 23:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Investors are asking the wrong question about the company’s landmark <strong>Google</strong> agreement, according to <strong>Marvell Technology Inc.</strong> (NASDAQ:MRVL) CEO <strong>Matt Murphy</strong>.</p>\n<p>Analysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.</p>\n<p>“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”</p>\n<p>The remark captured what may have been the call’s biggest takeaway—not that <strong>Alphabet Inc</strong>‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n</strong>\n</p>\n</div>\n<h2>Marvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts</h2>\n<p>The discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.</p>\n<p>Murphy didn’t challenge the arithmetic.</p>\n<p>“When you look at the scale of this, your math is not wrong.”</p>\n<p>Instead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.</p>\n<p>“The big impact would be in ’29 and beyond.”</p>\n<p>That distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.</p>\n<h2>Marvell’s Google Deal Is Bigger Than One AI Chip Program</h2>\n<p>Murphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.</p>\n<p>According to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.</p>\n<p>“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”</p>\n<p>That breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.</p>\n<p>“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”</p>\n<p>He went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”</p>\n<p>While Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.</p>\n<h2>What Investors Should Watch Next</h2>\n<p>The immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. </p>\n<p>The more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. </p>\n<p>Investors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4550":"红杉资本持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0320765489.SGD":"FTIF - 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(NASDAQ:MRVL) CEO Matt Murphy.\nAnalysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.\n“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”\nThe remark captured what may have been the call’s biggest takeaway—not that Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.\n\n\n\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n\n\n\nMarvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts\nThe discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.\nMurphy didn’t challenge the arithmetic.\n“When you look at the scale of this, your math is not wrong.”\nInstead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.\n“The big impact would be in ’29 and beyond.”\nThat distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.\nMarvell’s Google Deal Is Bigger Than One AI Chip Program\nMurphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.\nAccording to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.\n“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”\nThat breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.\n“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”\nHe went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”\nWhile Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.\nWhat Investors Should Watch Next\nThe immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. \nThe more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. \nInvestors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.\n\n\n\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n\n\n\nImage via Shutterstock","news_type":1,"symbols_score_info":{"AIFD":0.6,"GGLL":0.6,"GOOGL":1.92,"GOOW":0.6,"ILDR":0.6,"MRVU":0.6,"GOOP":0.6,"METV":0.6,"SKYY":0.6,"CQTM":0.6,"CMAG":0.6,"GXPC":0.6,"XLC":0.6,"FDTX":0.6,"XNTK":0.6,"GGLS":0.6,"MRVL":1.96,"FCOM":0.6,"SMHX":0.6,"VOX":0.6,"SOXY":0.6,"QQQA":0.6,"GOOL":0.6,"DTCR":0.6,"GOOY":0.6,"OGIG":0.6,"WUGI":0.6,"FTXL":0.6,"GTEK":0.6,"MVLL":0.6,"XDAT":0.6,"GOGL":0.6,"GOOX":0.6,"LTL":0.6,"FAI":0.6,"AIS":0.6,"TRUC":0.6,"SNPE":0.6,"EFIV":0.6,"GOU":0.6,"MRVX":0.6,"FXL":0.6}},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601399583498688,"gmtCreate":1787863133833,"gmtModify":1787863136784,"author":{"id":"4197350806370832","authorId":"4197350806370832","name":"Moneymaking machine","avatar":"https://community-static.tradeup.com/news/8128955acb6f6deb4833a626b5c13d7f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197350806370832","authorIdStr":"4197350806370832"},"themes":[],"title":"","htmlText":"So why is the stock falling??&nbsp;","listText":"So why is the stock falling??&nbsp;","text":"So why is the stock falling??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601399583498688","repostId":"2662038654","repostType":2,"repost":{"id":"2662038654","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787861203,"share":"https://ttm.financial/m/news/2662038654?lang=en_US&edition=fundamental","pubTime":"2026-08-28 04:06","market":"hk","language":"en","title":"Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2662038654","media":"Benzinga Earnings","summary":"Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","content":"<html><body>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell Tech Q2 Adj. 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EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-28 04:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","BK4581":"高盛持仓","GTEK":"Goldman Sachs Future Tech Leaders Equity ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4141":"半导体产品","FDTX":"Fidelity Disruptive Technology ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4515":"5G概念","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2098885051.SGD":"JPMorgan Funds - 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EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","news_type":1,"symbols_score_info":{"MRVU":0.6,"AIS":0.6,"MRVL":1.99,"GTEK":0.6,"MRVX":0.6,"AIFD":0.6,"XNTK":0.6,"WUGI":0.6,"QQQA":0.6,"MVLL":0.6,"DTCR":0.6,"FTXL":0.6,"SMHX":0.6,"FAI":0.6,"SOXY":0.6,"FDTX":0.6,"ARTY":0.6,"FXL":0.6}},"isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600238917587696,"gmtCreate":1787584437379,"gmtModify":1787584440157,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559859558754319","authorIdStr":"3559859558754319"},"themes":[],"title":"","htmlText":"Shame. Decades long shame of the finance circus","listText":"Shame. Decades long shame of the finance circus","text":"Shame. Decades long shame of the finance circus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600238917587696","repostId":"2661279045","repostType":2,"repost":{"id":"2661279045","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787576699,"share":"https://ttm.financial/m/news/2661279045?lang=en_US&edition=fundamental","pubTime":"2026-08-24 21:04","market":"us","language":"en","title":"Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1","url":"https://stock-news.laohu8.com/highlight/detail?id=2661279045","media":"Benzinga Earnings","summary":"Ahead of Nvidia Q2 earnings, Jim Cramer slams &#39;cynical&#39; media while Dan Ives sees AI chip demand outstripping supply 15-to-1.","content":"<html><body><p>As <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.</strong> (NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.</p>\n<p>CNBC’s <strong>Jim Cramer</strong> slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”</p>\n<h2><strong>Cramer Calls Out Media Skepticism</strong></h2>\n<p>Ahead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/</p>\n<p>Despite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”</p>\n<p>“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Nvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…</p>— Jim Cramer (@jimcramer) August 24, 2026</blockquote>\n</div></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n</strong>\n</p>\n</div>\n<h2><strong>Ives Sees Massive Growth Driven by Unrelenting Demand</strong></h2>\n<p>Appearing on Bloomberg TV, <strong>Dan Ives</strong> echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” </p>\n<p>Ives brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.</p>\n<p>Commenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like<strong> Microsoft Corp. </strong>(NASDAQ:MSFT), <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a></strong> (NASDAQ:GOOG) (NASDAQ:GOOGL), and <strong><a href=\"https://laohu8.com/S/OCCLL\">Oracle Corp.</a> </strong>(NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”</p>\n<p>Meanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.</p>\n<p>The earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.</p>\n<h2><strong>How Has NVDA Performed in 2026?</strong></h2>\n<p>NVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.</p>\n<figure><img decoding=\"async\" height=\"113\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24-300x44.png 300w\" width=\"768\"/></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n</strong>\n</p>\n</div>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-24 21:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>As <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.</strong> (NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.</p>\n<p>CNBC’s <strong>Jim Cramer</strong> slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”</p>\n<h2><strong>Cramer Calls Out Media Skepticism</strong></h2>\n<p>Ahead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/</p>\n<p>Despite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”</p>\n<p>“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Nvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…</p>— Jim Cramer (@jimcramer) August 24, 2026</blockquote>\n</div></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n</strong>\n</p>\n</div>\n<h2><strong>Ives Sees Massive Growth Driven by Unrelenting Demand</strong></h2>\n<p>Appearing on Bloomberg TV, <strong>Dan Ives</strong> echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” </p>\n<p>Ives brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.</p>\n<p>Commenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like<strong> Microsoft Corp. </strong>(NASDAQ:MSFT), <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a></strong> (NASDAQ:GOOG) (NASDAQ:GOOGL), and <strong><a href=\"https://laohu8.com/S/OCCLL\">Oracle Corp.</a> </strong>(NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”</p>\n<p>Meanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.</p>\n<p>The earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.</p>\n<h2><strong>How Has NVDA Performed in 2026?</strong></h2>\n<p>NVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.</p>\n<figure><img decoding=\"async\" height=\"113\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24-300x44.png 300w\" width=\"768\"/></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n</strong>\n</p>\n</div>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4579":"人工智能","BK4614":"Manus概念股","ESUM":"EVENTIDE US MARKET ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - 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(NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.\nCNBC’s Jim Cramer slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”\nCramer Calls Out Media Skepticism\nAhead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/\nDespite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”\n“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”\n\nNvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…— Jim Cramer (@jimcramer) August 24, 2026\n\n\n\n\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n\n\n\nIves Sees Massive Growth Driven by Unrelenting Demand\nAppearing on Bloomberg TV, Dan Ives echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” \nIves brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.\nCommenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Oracle Corp. (NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”\nMeanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.\nThe earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.\nHow Has NVDA Performed in 2026?\nNVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.\nBenzinga’s Edge Stock Rankings indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.\n\n\n\n\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n\n\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nImage via Shutterstock","news_type":1,"symbols_score_info":{"NVYY":0.6,"FDTX":0.6,"METV":0.6,"ESLG":0.6,"NVD":0.6,"SOXQ":0.6,"NVC":0.6,"TYLG":0.6,"SOXY":0.6,"EFIV":0.6,"SOXX":0.6,"ABFL":0.6,"TRFK":0.6,"CHAT":0.67,"SNVDAmain":0.6,"AIPI":0.6,"NVDX":0.6,"ILDR":0.6,"NVDA":1.98,"NVDS":0.6,"CLSE":0.6,"SHOC":0.6,"FTEC":0.6,"LFGY":0.6,"VT":0.6,"SMHX":0.6,"XLK":0.6,"NVDQ":0.6,"ARTY":0.67,"ROM":0.6,"CNEQ":0.6,"CMAG":0.6,"07788":0.6,"NVDW":0.6,"NVDS.UK":0.6,"VGT":0.6,"IETC":0.6,"USXF":0.6,"NVDG":0.6,"CHPX":0.6,"GAMR":0.6,"WISE":0.6,"TTXU":0.6,"ESUM":0.6,"SNVD.UK":0.6,"NVDU":0.6,"NVDB":0.6,"NVDD":0.6,"FAI":0.6,"NVD2.UK":0.6,"SPTE":0.6,"DIPS":0.6,"IXN":0.6,"TEK":0.6,"ANV":0.6,"JGRO":0.6,"3NVD.UK":0.6,"AGOX":0.6,"AIFD":0.6,"NVDY":0.6,"USD":0.6,"THMR":0.6,"NVIW.SI":0.6,"NVDO":0.6,"TTEQ":0.6,"SMH":0.6,"SNPE":0.6,"NVDL":0.6,"NVII":0.6,"NVD3.UK":0.6,"NULC":0.6,"2NVD.UK":0.6,"07388":0.6}},"isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599435111170856,"gmtCreate":1787388201323,"gmtModify":1787388204925,"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582175710040105","authorIdStr":"3582175710040105"},"themes":[],"title":"","htmlText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","listText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","text":"Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599435111170856","repostId":"2661213292","repostType":2,"repost":{"id":"2661213292","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787340347,"share":"https://ttm.financial/m/news/2661213292?lang=en_US&edition=fundamental","pubTime":"2026-08-22 03:25","market":"hk","language":"en","title":"These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2661213292","media":"Benzinga Earnings","summary":"Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. Analysts have adjusted price targets.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Analysts Revise Their Forecasts On Alibaba After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-22 03:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4607":"DeepSeek概念股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4524":"宅经济概念","BK4220":"综合零售","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - 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(NYSE:BABA) reported mixed results for its first quarter on Thursday.\nAlibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.\n“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”\nAlibaba shares dipped 8.4% to trade at $119.62 on Friday.\nThese analysts made changes to their price targets on Alibaba following earnings announcement.\n\nBaird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.\nBarclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.\nJP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.\n\nConsidering buying BABA stock? Here’s what analysts think:\n\nPhoto via 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786571517,"share":"https://ttm.financial/m/news/2659185131?lang=en_US&edition=fundamental","pubTime":"2026-08-13 05:51","market":"hk","language":"en","title":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2659185131","media":"Benzinga Earnings","summary":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","content":"<html><body>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-13 05:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BOXL":"Boxlight Corp","BK4565":"NFT概念"},"source_url":"https://www.benzinga.com/quote/BOXL","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659185131","content_text":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","news_type":1,"symbols_score_info":{"BOXL":0.9}},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595810429100096,"gmtCreate":1786488301938,"gmtModify":1786488304699,"author":{"id":"4183541272550112","authorId":"4183541272550112","name":"Etel","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183541272550112","authorIdStr":"4183541272550112"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595810429100096","repostId":"2658899990","repostType":2,"repost":{"id":"2658899990","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786449674,"share":"https://ttm.financial/m/news/2658899990?lang=en_US&edition=fundamental","pubTime":"2026-08-11 20:01","market":"hk","language":"en","title":"Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’","url":"https://stock-news.laohu8.com/highlight/detail?id=2658899990","media":"Benzinga Earnings","summary":"On Monday, Rocket Lab’s Iridium deal targets satellite services, not a Starlink-style broadband battle with Musk and Bezos.","content":"<html><body><p>On Monday, <strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> Corp. </strong>(NASDAQ:RKLB) CEO <strong>Peter Beck</strong> said the company’s planned $8 billion acquisition of <strong>Iridium Communications Inc.</strong> (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by <strong>Space Exploration Technologies Corp</strong> (NASDAQ:SPCX) CEO <strong>Elon Musk’s Starlink</strong> and <strong>Jeff Bezos’ <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com Inc.</strong> (NASDAQ:AMZN) <strong>Leo</strong>.</p>\n<h2><strong>Rocket Lab Is Taking a Different Route From Starlink</strong></h2>\n<p>Speaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.</p>\n<p>His answer was cautious but revealing.</p>\n<p>\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"</p>\n<p>Beck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"</p>\n<p>Rather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n</strong>\n</p>\n</div>\n<h2><strong>Iridium Deal Gives Rocket Lab More Than Satellites</strong></h2>\n<p>Rocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.</p>\n<p>The acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.</p>\n<p>Beck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.</p>\n<h2><strong>Rocket Lab Wants IoT, Defense and PNT</strong></h2>\n<p>During the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.</p>\n<p>\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"</p>\n<p>The strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.</p>\n<h2><strong>Rocket Lab Q2 Revenue Beats Estimates</strong></h2>\n<p>Rocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.</p>\n<p>However, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.</p>\n<p>For the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.</p>\n<p><strong>Price Action:</strong> Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.</p>\n<p><strong>Benzinga Edge</strong> ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.</p>\n<figure><img decoding=\"async\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/11043637/Screenshot-2026-08-11-at-2.02.24%E2%80%AFPM.png\"/></figure>\n<p><strong><em>Disclaimer</em>:</strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-11 20:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>On Monday, <strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> Corp. </strong>(NASDAQ:RKLB) CEO <strong>Peter Beck</strong> said the company’s planned $8 billion acquisition of <strong>Iridium Communications Inc.</strong> (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by <strong>Space Exploration Technologies Corp</strong> (NASDAQ:SPCX) CEO <strong>Elon Musk’s Starlink</strong> and <strong>Jeff Bezos’ <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com Inc.</strong> (NASDAQ:AMZN) <strong>Leo</strong>.</p>\n<h2><strong>Rocket Lab Is Taking a Different Route From Starlink</strong></h2>\n<p>Speaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.</p>\n<p>His answer was cautious but revealing.</p>\n<p>\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"</p>\n<p>Beck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"</p>\n<p>Rather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n</strong>\n</p>\n</div>\n<h2><strong>Iridium Deal Gives Rocket Lab More Than Satellites</strong></h2>\n<p>Rocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.</p>\n<p>The acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.</p>\n<p>Beck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.</p>\n<h2><strong>Rocket Lab Wants IoT, Defense and PNT</strong></h2>\n<p>During the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.</p>\n<p>\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"</p>\n<p>The strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.</p>\n<h2><strong>Rocket Lab Q2 Revenue Beats Estimates</strong></h2>\n<p>Rocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.</p>\n<p>However, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.</p>\n<p>For the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.</p>\n<p><strong>Price Action:</strong> Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.</p>\n<p><strong>Benzinga Edge</strong> ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.</p>\n<figure><img decoding=\"async\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/11043637/Screenshot-2026-08-11-at-2.02.24%E2%80%AFPM.png\"/></figure>\n<p><strong><em>Disclaimer</em>:</strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIPR":"Corgi Space & Satellite Communications ETF","FSPC":"First Trust Bloomberg Space Economy ETF","ORBX":"Global X Space Tech ETF","BK4564":"太空概念","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","IRDM":"铱星通讯","BK4187":"航天航空与国防","RKLZ":"2倍做空RKLB ETF-Defiance","WARP":"VanEck Space ETF","BK4615":"SpaceX概念","XTL":"SPDR标普电信ETF基金","ROKT":"SPDR S&P Kensho Final Frontiers ETF","BK4089":"非传统电信运营商","RKLB":"Rocket Lab USA, Inc.","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","RKLX":"2倍做多RKLB ETF-Defiance","BK4585":"ETF&股票定投概念","MARS":"Roundhill Space & Technology ETF"},"source_url":"https://www.benzinga.com/news/space/26/08/61105080/rocket-lab-ceo-wont-take-on-musk-and-bezos-in-broadband-the-two-most-wealthiest-people-in-the-world-are-going-after-that","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658899990","content_text":"On Monday, Rocket Lab Corp. (NASDAQ:RKLB) CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration Technologies Corp (NASDAQ:SPCX) CEO Elon Musk’s Starlink and Jeff Bezos’ Amazon.com Inc. (NASDAQ:AMZN) Leo.\nRocket Lab Is Taking a Different Route From Starlink\nSpeaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.\nHis answer was cautious but revealing.\n\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"\nBeck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"\nRather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.\n\n\n\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n\n\n\nIridium Deal Gives Rocket Lab More Than Satellites\nRocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.\nThe acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.\nBeck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.\nRocket Lab Wants IoT, Defense and PNT\nDuring the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.\n\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"\nThe strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.\nRocket Lab Q2 Revenue Beats Estimates\nRocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.\nHowever, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.\nFor the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.\nPrice Action: Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.\nBenzinga Edge ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n\n\n\nPhoto courtesy: Shutterstock","news_type":1,"symbols_score_info":{"RKLX":0.6,"FSPC":0.6,"DIPR":0.6,"WARP":0.6,"ORBX":0.6,"XTL":0.6,"MARS":0.6,"RKLB":1.98,"ROKT":0.6,"IRDM":1.88,"COWG":0.6,"RKLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595774621307128,"gmtCreate":1786479539141,"gmtModify":1786479542054,"author":{"id":"4197350806370832","authorId":"4197350806370832","name":"Moneymaking machine","avatar":"https://community-static.tradeup.com/news/8128955acb6f6deb4833a626b5c13d7f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197350806370832","authorIdStr":"4197350806370832"},"themes":[],"title":"","htmlText":"SMCI with good earnings and the entire market is happy&nbsp;","listText":"SMCI with good earnings and the entire market is happy&nbsp;","text":"SMCI with good earnings and the entire market is happy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595774621307128","repostId":"2658948113","repostType":2,"repost":{"id":"2658948113","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786478742,"share":"https://ttm.financial/m/news/2658948113?lang=en_US&edition=fundamental","pubTime":"2026-08-12 04:05","market":"hk","language":"en","title":"Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2658948113","media":"Benzinga Earnings","summary":"Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share","content":"<html><body>Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-12 04:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCZ":"2倍做空SMCI ETF-Defiance","BK4170":"电脑硬件、储存设备及电脑周边","SMYY":"GraniteShares YieldBOOST SMCI ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCY":"SMCI期权收益策略ETF-YieldMax","BK4543":"AI","SMCL":"2倍做多SMCI ETF-Graniteshares","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","SMCC":"2倍做多SMCI ETF-Corgi","BK4588":"碎股"},"source_url":"https://www.benzinga.com/news/earnings/26/08/61125690/super-micro-computer-q4-adj-eps-1-70-beats-0-62-estimate-sales-11-120b-miss-12-332b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658948113","content_text":"Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.","news_type":1,"symbols_score_info":{"SMCX":0.6,"SMCC":0.6,"SMCL":0.6,"SMCY":0.6,"SMCZ":0.6,"SMCI":1.99,"SMYY":0.6}},"isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594319746555904,"gmtCreate":1786124262373,"gmtModify":1786124637353,"author":{"id":"4236749108338382","authorId":"4236749108338382","name":"sippinonyak","avatar":"https://community-static.tradeup.com/news/ac77c97f38546d554f64905f1a009a4d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4236749108338382","authorIdStr":"4236749108338382"},"themes":[],"title":"","htmlText":"HZT!","listText":"HZT!","text":"HZT!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594319746555904","repostId":"2657664423","repostType":2,"repost":{"id":"2657664423","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786113435,"share":"https://ttm.financial/m/news/2657664423?lang=en_US&edition=fundamental","pubTime":"2026-08-07 22:37","market":"us","language":"en","title":"QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2657664423","media":"Benzinga Earnings","summary":"A potential Hertze short squeeze spiked the car rental company&#39;s stock price after strong earnings, with short interest at 73.85% of float.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/HTZWW\">Hertz Global</a> Holdings</strong> (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. </p>\n<p>The car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.</p>\n<h2>Short Interest Drives Squeeze Potential</h2>\n<p>Traders have been targeting names like <strong>Avis Budget</strong> <strong>Group</strong> (NASDAQ:CAR) and<strong> <a href=\"https://laohu8.com/S/LCID\">Lucid</a> Group </strong>(NASDAQ:LCID), which are also seeing significant short interest.</p>\n<p>Avis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nThe <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a> Stock Collapses 80% in 1 Year\n</strong>\n</p>\n</div>\n<p>This clustering of short sellers in travel and auto sectors, including <a href=\"https://laohu8.com/S/HTZ\">Hertz</a>, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. </p>\n<h2>HTZ Technical Analysis </h2>\n<p>Hertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. </p>\n<p>This positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.</p>\n<p>The RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.</p>\n<p>In June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.</p>\n<p>Over the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n</strong>\n</p>\n</div>\n<p><em>Image: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-07 22:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/HTZWW\">Hertz Global</a> Holdings</strong> (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. </p>\n<p>The car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.</p>\n<h2>Short Interest Drives Squeeze Potential</h2>\n<p>Traders have been targeting names like <strong>Avis Budget</strong> <strong>Group</strong> (NASDAQ:CAR) and<strong> <a href=\"https://laohu8.com/S/LCID\">Lucid</a> Group </strong>(NASDAQ:LCID), which are also seeing significant short interest.</p>\n<p>Avis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nThe <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a> Stock Collapses 80% in 1 Year\n</strong>\n</p>\n</div>\n<p>This clustering of short sellers in travel and auto sectors, including <a href=\"https://laohu8.com/S/HTZ\">Hertz</a>, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. </p>\n<h2>HTZ Technical Analysis </h2>\n<p>Hertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. </p>\n<p>This positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.</p>\n<p>The RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.</p>\n<p>In June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.</p>\n<p>Over the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n</strong>\n</p>\n</div>\n<p><em>Image: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCIZ":"Tradr 2X Short LCID Daily ETF","BK4230":"旅客陆运","LCID":"Lucid Group Inc","BK4585":"ETF&股票定投概念","LCDL":"2倍做多LCID ETF-GraniteShares","CAR":"安飞士","BK4217":"自存仓储房地产信托","BK4555":"新能源车","BK4596":"哈里斯概念","SMA":"Smartstop Self Storage REIT Inc","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4022":"陆运","HTZ":"赫兹租车"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/08/61042650/hertz-short-squeeze-is-on-stock-rips-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657664423","content_text":"Hertz Global Holdings (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. \nThe car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.\nShort Interest Drives Squeeze Potential\nTraders have been targeting names like Avis Budget Group (NASDAQ:CAR) and Lucid Group (NASDAQ:LCID), which are also seeing significant short interest.\nAvis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.\n\n\n\nRead Also:\n\nThe Trade Desk Stock Collapses 80% in 1 Year\n\n\n\nThis clustering of short sellers in travel and auto sectors, including Hertz, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. \nHTZ Technical Analysis \nHertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. \nThis positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.\nThe RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.\nIn June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.\nOver the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.\n\n\n\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n\n\n\nImage: Shutterstock","news_type":1,"symbols_score_info":{"LCDL":0.6,"LCIZ":0.6,"LCID":1,"CAR":1,"SMA":1,"HTZ":1}},"isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593350110598008,"gmtCreate":1785887269627,"gmtModify":1785887273006,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"AlanGoh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570187411453325","authorIdStr":"3570187411453325"},"themes":[],"title":"","htmlText":"That's insightful! =)&nbsp;","listText":"That's insightful! =)&nbsp;","text":"That's insightful! =)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593350110598008","repostId":"2656518455","repostType":2,"repost":{"id":"2656518455","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785849382,"share":"https://ttm.financial/m/news/2656518455?lang=en_US&edition=fundamental","pubTime":"2026-08-04 21:16","market":"us","language":"en","title":"Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'","url":"https://stock-news.laohu8.com/highlight/detail?id=2656518455","media":"Benzinga Earnings","summary":"Palantir warns companies may be giving valuable know-how to AI providers. Concerns are driving demand for greater control over enterprise AI.","content":"<html><body><p>As businesses rush to adopt artificial intelligence, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer <strong>Ryan Taylor</strong> argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. </p>\n<p>Every prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.</p>\n<h2>Palantir’s Warning: Your Competitive Edge Could Be at Risk</h2>\n<p>Taylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.</p>\n<p>“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.</p>\n<p>Palantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.</p>\n<p>That concern is becoming a key selling point for Palantir’s software.</p>\n<p>Taylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n</strong>\n</p>\n</div>\n<h2>Why Palantir Says Companies Are Changing Their Approach</h2>\n<p>Chief Executive Officer <strong>Alex Karp</strong> said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.</p>\n<p>During the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”</p>\n<p>Later in the Q&amp;A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.</p>\n<h2>Why Investors Should Watch</h2>\n<p>For Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-04 21:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>As businesses rush to adopt artificial intelligence, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer <strong>Ryan Taylor</strong> argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. </p>\n<p>Every prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.</p>\n<h2>Palantir’s Warning: Your Competitive Edge Could Be at Risk</h2>\n<p>Taylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.</p>\n<p>“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.</p>\n<p>Palantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.</p>\n<p>That concern is becoming a key selling point for Palantir’s software.</p>\n<p>Taylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n</strong>\n</p>\n</div>\n<h2>Why Palantir Says Companies Are Changing Their Approach</h2>\n<p>Chief Executive Officer <strong>Alex Karp</strong> said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.</p>\n<p>During the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”</p>\n<p>Later in the Q&amp;A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.</p>\n<h2>Why Investors Should Watch</h2>\n<p>For Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTA":"ProShares Ultra PLTR ETF","BK4023":"应用软件","GUNZ":"Tuttle Capital Self Defense Index ETF","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","EYES":"Corgi Data & Surveillance ETF","BK4543":"AI","PLTG":"2倍做多PLTR ETF-Leverage Shares","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PTIR":"2倍做多PLTR ETF-GraniteShares","SHLD":"Global X Defense Tech ETF","IGV":"北美软件ETF-iShares","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4547":"WSB热门概念","PLTU":"2倍做多PLTR ETF-Direxion","BK4613":"AI应用软件","PLTW":"PLTR周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","PLTR":"Palantir Technologies Inc.","BK4588":"碎股","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTZ":"2倍做空PLTR ETF-Defiance","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTI":"REX PLTR Growth & Income ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","PLT":"Defiance Leveraged Long Plus Income PLTR ETF"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/26/08/60906376/palantir-says-companies-giving-most-important-secrets-away","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656518455","content_text":"As businesses rush to adopt artificial intelligence, Palantir Technologies Inc. (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer Ryan Taylor argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. \nEvery prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.\nPalantir’s Warning: Your Competitive Edge Could Be at Risk\nTaylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.\n“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.\nPalantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.\nThat concern is becoming a key selling point for Palantir’s software.\nTaylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”\n\n\n\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n\n\n\nWhy Palantir Says Companies Are Changing Their Approach\nChief Executive Officer Alex Karp said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.\nDuring the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”\nLater in the Q&A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.\nWhy Investors Should Watch\nFor Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.\n\n\n\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n\n\n\nImage via Shutterstock","news_type":1,"symbols_score_info":{"GUNZ":0.6,"PLTG":0.6,"PLTD":0.6,"PLTZ":0.6,"IGV":0.6,"AIPI":0.6,"PLTU":0.6,"PLTR":1.98,"PTIR":0.6,"PLTI":0.6,"PLTA":0.6,"EYES":0.6,"PLTY":0.6,"PLOO":0.6,"SHLD":0.6,"PLTW":0.6,"PLYY":0.6,"PLT":0.6}},"isVote":1,"tweetType":1,"viewCount":2189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591185294263384,"gmtCreate":1785360882768,"gmtModify":1785360885501,"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/11d50ec0d6202770a8629aa7f06a5d4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131703342800552","authorIdStr":"4131703342800552"},"themes":[],"title":"","htmlText":"Oops&nbsp;[Facepalm]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","listText":"Oops&nbsp;[Facepalm]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","text":"Oops [Facepalm] [Spurting] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591185294263384","repostId":"2655815472","repostType":2,"repost":{"id":"2655815472","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785355366,"share":"https://ttm.financial/m/news/2655815472?lang=en_US&edition=fundamental","pubTime":"2026-07-30 04:02","market":"hk","language":"en","title":"Meta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2655815472","media":"Benzinga Earnings","summary":"Meta Platforms (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from","content":"<html><body><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from the same period last year.  The company reported quarterly sales of $60.801 billion which beat the analyst consensus estimate of $59.495 billion by 2.19 percent.  This is a 27.96 percent increase over sales of $47.516 billion the same period last year.</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-30 04:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from the same period last year.  The company reported quarterly sales of $60.801 billion which beat the analyst consensus estimate of $59.495 billion by 2.19 percent.  This is a 27.96 percent increase over sales of $47.516 billion the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0552385451.USD":"摩根士丹利投资基金-环球机会基金 C","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - 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INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC"},"source_url":"https://www.benzinga.com/news/earnings/26/07/60778464/meta-platforms-q2-eps-6-18-misses-7-13-estimate-sales-60-801b-beat-59-495b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655815472","content_text":"Meta Platforms (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from the same period last year.  The company reported quarterly sales of $60.801 billion which beat the analyst consensus estimate of $59.495 billion by 2.19 percent.  This is a 27.96 percent increase over sales of $47.516 billion the same period last year.","news_type":1,"symbols_score_info":{"VOX":0.6,"LTL":0.6,"FCOM":0.6,"METV":0.6,"METW":0.6,"FBYY":0.6,"GAMR":0.6,"XLC":0.6,"META":1.97,"RSPC":0.6,"NULC":0.6,"TRUC":0.6,"METD":0.6,"OGIG":0.6,"GXPC":0.6,"FBL":0.6,"METU":0.6,"FBY":0.6}},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591025280540760,"gmtCreate":1785321820818,"gmtModify":1785321823802,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","listText":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","text":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591025280540760","repostId":"2655866353","repostType":2,"repost":{"id":"2655866353","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785319398,"share":"https://ttm.financial/m/news/2655866353?lang=en_US&edition=fundamental","pubTime":"2026-07-29 18:03","market":"us","language":"en","title":"Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2655866353","media":"Benzinga Earnings","summary":"Meta Platforms, Inc (NASDAQ: META) will report Q2 earnings on July 29. Analysts predict $7.23 EPS and $59.50B revenue. Stock fell 0.1% to $593.41 on Tuesday. Analysts maintain Buy ratings with price targets up to $1,000.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc</strong>. (NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.</p>\n<p>Analysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.</p>\n<p>Meta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.</p>\n<p>Shares of Meta fell 0.1% to close at $593.41 on Tuesday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li>Guggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.</li>\n<li>Raymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.</li>\n<li>Rothschild &amp; Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.</li>\n<li>UBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%</li>\n</ul>\n<p>Considering buying META stock? Here’s what analysts think:</p>\n<figure><img decoding=\"async\" height=\"313\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-300x92.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-768x235.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828.png 1167w\" width=\"1024\"/></figure>\n<p>Photo via Shhutterstock</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-29 18:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc</strong>. (NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.</p>\n<p>Analysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.</p>\n<p>Meta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.</p>\n<p>Shares of Meta fell 0.1% to close at $593.41 on Tuesday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li>Guggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.</li>\n<li>Raymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.</li>\n<li>Rothschild &amp; Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.</li>\n<li>UBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%</li>\n</ul>\n<p>Considering buying META stock? Here’s what analysts think:</p>\n<figure><img decoding=\"async\" height=\"313\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-300x92.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-768x235.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828.png 1167w\" width=\"1024\"/></figure>\n<p>Photo via Shhutterstock</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","FBL":"2倍做多META ETF-GraniteShares","LU0109392836.USD":"富兰克林科技股A","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","FBY":"META期权收益策略ETF-YieldMax","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","FBYY":"GraniteShares YieldBOOST META ETF","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","XDAT":"Franklin Exponential Data ETF","LU2168564495.EUR":"AZ ALLOCATION - 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(NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.\nAnalysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.\nMeta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.\nShares of Meta fell 0.1% to close at $593.41 on Tuesday.\nBenzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.\nLet’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.\n\nGuggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.\nRaymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.\nWells Fargo analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.\nRothschild & Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.\nUBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%\n\nConsidering buying META stock? Here’s what analysts think:\n\nPhoto via Shhutterstock","news_type":1,"symbols_score_info":{"FBY":0.6,"FBYY":0.6,"XLC":0.6,"METD":0.6,"FCOM":0.6,"NULC":0.6,"METW":0.6,"META":1.98,"XDAT":0.6,"GAMR":0.6,"OGIG":0.6,"TRUC":0.6,"VOX":0.6,"METU":0.6,"GXPC":0.6,"FBL":0.6,"RSPC":0.6,"METV":0.6,"LTL":0.6}},"isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591096053834928,"gmtCreate":1785307259824,"gmtModify":1785307262579,"author":{"id":"4223095440911162","authorId":"4223095440911162","name":"K10T","avatar":"https://community-static.tradeup.com/news/f8ee72e24968cbe6170e1bd2ad431ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4223095440911162","authorIdStr":"4223095440911162"},"themes":[],"title":"","htmlText":"That explain why Nvidia fall recently","listText":"That explain why Nvidia fall recently","text":"That explain why Nvidia fall recently","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591096053834928","repostId":"1152605853","repostType":4,"repost":{"id":"1152605853","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785304800,"share":"https://ttm.financial/m/news/1152605853?lang=en_US&edition=fundamental","pubTime":"2026-07-29 14:00","market":"us","language":"en","title":"Cathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip \"Absurd\" — Ark Loads Up on SpaceX, Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1152605853","media":"Benzinga Earnings","summary":"On Tuesday, Cathie Wood’s Ark Invest stayed active in a volatile tech tape, adding to several headline growth names while trimming others. The most notable move was another broad push...","content":"<html><head></head><body><p>On Tuesday, Cathie Wood’s Ark Invest stayed active in a volatile tech tape, adding to several headline growth names while trimming others. The most notable move was another broad push into <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> (NASDAQ:SPCX), followed by sizable trades in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> (NASDAQ:TSLA), <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a> (NASDAQ:NVDA), <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> (NASDAQ:AMZN) and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> (NASDAQ:GOOGL).</p><h2 id=\"id_3175330565\" style=\"text-align: start;\">The SpaceX Trade</h2><p>Ark Invest continued buying SpaceX stock on Tuesday. The firm added shares across several ETFs as the stock of the Elon Musk-led company came under pressure, with Benzinga reporting that SpaceX had fallen more than 5% on Tuesday amid post-IPO weakness and lockup-related selling concerns.</p><p style=\"text-align: start;\">The transactions were made through <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (BATS:ARKK), <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:ARKQ), <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (BATS:ARKW) and <a href=\"https://laohu8.com/S/ARKX\">ARK Space &amp; Defense Innovation ETF</a> (BATS:ARKX). Wood purchased 105,108 SpaceX shares worth $12.2 million, based on the stock’s closing price of $116.41.</p><p style=\"text-align: start;\">The timing of the purchase also came amid renewed debate over the company’s valuation. In a separate Benzinga piece, investor Gary Black argued that investors are misreading the math behind both Tesla and SpaceX, while Ross Gerber said the pullback could create a buying opportunity. Ark’s move suggests the firm remains willing to add on weakness.</p><p style=\"text-align: start;\">On Monday, Ark had purchased $14.1 million worth of SpaceX stock in a trend that has been continuing for some time.</p><h2 id=\"id_2589905840\" style=\"text-align: start;\">The Tesla Trade</h2><p style=\"text-align: start;\">Ark also leaned into Tesla one of its long-running flagship holdings. The firm bought 26,920 shares in ARKK, along with 5,785 shares in ARKQ, 5,119 shares in ARKW and 2,457 shares in ARKX, signaling continued confidence in the EV maker despite ongoing market debate. The trade amounted to $12.4 million, based on the stock’s closing price of $307.44.</p><p style=\"text-align: start;\">The Tesla purchase came as the stock remained closely tied to broader conversations around growth valuations, autonomous driving and the company’s long-term optionality, as reported by Benzinga.</p><p style=\"text-align: start;\">Wood’s Tesla stock purchases continue. On Monday, she had purchased $8.6 million worth of shares.</p><h2 id=\"id_2469319777\" style=\"text-align: start;\">The Nvidia Trade</h2><p style=\"text-align: start;\">Ark added aggressively to Nvidia, buying the chip giant across five ETFs. The purchases included 42,072 shares in ARKK, 13,639 shares in ARKQ, 11,984 shares in ARKW, 5,799 shares in ARKX and 5,471 shares in ARKF. The transactions were worth $15.6 million as the shares of the Jensen Huang-led company ended the day at $197.01.</p><p style=\"text-align: start;\">The buying came after Nvidia shares faced broader chip-sector pressure, even as Jim Cramer defended the stock in an interview, calling the selloff &#34;absurd&#34; and saying he still owns it.</p><h2 id=\"id_1989721695\" style=\"text-align: start;\">The Amazon.com Trade</h2><p style=\"text-align: start;\">ARKK sold 9,895 shares of Amazon through ARKK, trimming the e-commerce and cloud giant ahead of its earnings report. The transaction amounted to $2.3 million as the company’s shares closed at $230.86.</p><p style=\"text-align: start;\">Benzinga noted that Amazon shares were trading flat before Thursday’s results, leaving investors focused on margin trends and guidance.</p><h2 id=\"id_837130095\" style=\"text-align: start;\">The Alphabet Trade</h2><p style=\"text-align: start;\">ArkK also sold 6,820 Class A shares of Alphabet, cutting back on the parent of Google as the company faced fresh antitrust pressure in Europe. The transaction was worth $2.3 million, based on GOOGL’s closing price of $333.71 for the day.</p><p style=\"text-align: start;\">It was reported that Google’s legal risk deepened after an EU ruling raised the possibility of a multibillion-dollar penalty.</p><h2 id=\"id_3950952492\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: disc;\"><li><p>Kratos Defense and Security Solutions Inc. (KTOS): Ark bought across multiple funds, including 29,917 shares in ARKK, 14,473 shares in ARKQ and 6,146 shares in ARKX.</p></li><li><p>Rocket Lab Corp. (RKLB): Ark added 43,862 shares in ARKQ and 18,635 shares in ARKX.</p></li><li><p>BWX Technologies Inc. (BWXT): Ark bought 24,071 shares in ARKK, 7,761 shares in ARKQ and 3,298 shares in ARKX.</p></li><li><p>Intuitive Machines Inc. (LUNR): ARKQ bought 692,355 shares and ARKX added 290,672 shares.</p></li><li><p>Roblox Corp. (RBLX): ARKK sold 69,135 shares.</p></li><li><p>Robinhood Markets Inc. (HOOD): ARKK sold 43,420 shares.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip \"Absurd\" — Ark Loads Up on SpaceX, Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Bets Big on Nvidia Stock: Ark Buys $15.6 Million Worth of Shares as Jim Cramer Calls Chip \"Absurd\" — Ark Loads Up on SpaceX, Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-29 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Tuesday, Cathie Wood’s Ark Invest stayed active in a volatile tech tape, adding to several headline growth names while trimming others. The most notable move was another broad push into <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> (NASDAQ:SPCX), followed by sizable trades in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> (NASDAQ:TSLA), <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a> (NASDAQ:NVDA), <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc.</a> (NASDAQ:AMZN) and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc.</a> (NASDAQ:GOOGL).</p><h2 id=\"id_3175330565\" style=\"text-align: start;\">The SpaceX Trade</h2><p>Ark Invest continued buying SpaceX stock on Tuesday. The firm added shares across several ETFs as the stock of the Elon Musk-led company came under pressure, with Benzinga reporting that SpaceX had fallen more than 5% on Tuesday amid post-IPO weakness and lockup-related selling concerns.</p><p style=\"text-align: start;\">The transactions were made through <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (BATS:ARKK), <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:ARKQ), <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (BATS:ARKW) and <a href=\"https://laohu8.com/S/ARKX\">ARK Space &amp; Defense Innovation ETF</a> (BATS:ARKX). Wood purchased 105,108 SpaceX shares worth $12.2 million, based on the stock’s closing price of $116.41.</p><p style=\"text-align: start;\">The timing of the purchase also came amid renewed debate over the company’s valuation. In a separate Benzinga piece, investor Gary Black argued that investors are misreading the math behind both Tesla and SpaceX, while Ross Gerber said the pullback could create a buying opportunity. Ark’s move suggests the firm remains willing to add on weakness.</p><p style=\"text-align: start;\">On Monday, Ark had purchased $14.1 million worth of SpaceX stock in a trend that has been continuing for some time.</p><h2 id=\"id_2589905840\" style=\"text-align: start;\">The Tesla Trade</h2><p style=\"text-align: start;\">Ark also leaned into Tesla one of its long-running flagship holdings. The firm bought 26,920 shares in ARKK, along with 5,785 shares in ARKQ, 5,119 shares in ARKW and 2,457 shares in ARKX, signaling continued confidence in the EV maker despite ongoing market debate. The trade amounted to $12.4 million, based on the stock’s closing price of $307.44.</p><p style=\"text-align: start;\">The Tesla purchase came as the stock remained closely tied to broader conversations around growth valuations, autonomous driving and the company’s long-term optionality, as reported by Benzinga.</p><p style=\"text-align: start;\">Wood’s Tesla stock purchases continue. On Monday, she had purchased $8.6 million worth of shares.</p><h2 id=\"id_2469319777\" style=\"text-align: start;\">The Nvidia Trade</h2><p style=\"text-align: start;\">Ark added aggressively to Nvidia, buying the chip giant across five ETFs. The purchases included 42,072 shares in ARKK, 13,639 shares in ARKQ, 11,984 shares in ARKW, 5,799 shares in ARKX and 5,471 shares in ARKF. The transactions were worth $15.6 million as the shares of the Jensen Huang-led company ended the day at $197.01.</p><p style=\"text-align: start;\">The buying came after Nvidia shares faced broader chip-sector pressure, even as Jim Cramer defended the stock in an interview, calling the selloff &#34;absurd&#34; and saying he still owns it.</p><h2 id=\"id_1989721695\" style=\"text-align: start;\">The Amazon.com Trade</h2><p style=\"text-align: start;\">ARKK sold 9,895 shares of Amazon through ARKK, trimming the e-commerce and cloud giant ahead of its earnings report. The transaction amounted to $2.3 million as the company’s shares closed at $230.86.</p><p style=\"text-align: start;\">Benzinga noted that Amazon shares were trading flat before Thursday’s results, leaving investors focused on margin trends and guidance.</p><h2 id=\"id_837130095\" style=\"text-align: start;\">The Alphabet Trade</h2><p style=\"text-align: start;\">ArkK also sold 6,820 Class A shares of Alphabet, cutting back on the parent of Google as the company faced fresh antitrust pressure in Europe. The transaction was worth $2.3 million, based on GOOGL’s closing price of $333.71 for the day.</p><p style=\"text-align: start;\">It was reported that Google’s legal risk deepened after an EU ruling raised the possibility of a multibillion-dollar penalty.</p><h2 id=\"id_3950952492\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: disc;\"><li><p>Kratos Defense and Security Solutions Inc. (KTOS): Ark bought across multiple funds, including 29,917 shares in ARKK, 14,473 shares in ARKQ and 6,146 shares in ARKX.</p></li><li><p>Rocket Lab Corp. (RKLB): Ark added 43,862 shares in ARKQ and 18,635 shares in ARKX.</p></li><li><p>BWX Technologies Inc. (BWXT): Ark bought 24,071 shares in ARKK, 7,761 shares in ARKQ and 3,298 shares in ARKX.</p></li><li><p>Intuitive Machines Inc. (LUNR): ARKQ bought 692,355 shares and ARKX added 290,672 shares.</p></li><li><p>Roblox Corp. (RBLX): ARKK sold 69,135 shares.</p></li><li><p>Robinhood Markets Inc. (HOOD): ARKK sold 43,420 shares.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLS":"1倍做空TSLA ETF-Direxion","NVII":"Rex NVDA Growth & Income ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","GOOX":"2倍做多GOOG ETF-T-REX","NVDD":"1倍做空NVDA ETF-Direxion","07366":"南方两倍做空特斯拉","TSLT":"2倍做多TSLA ETF-T-Rex","09766":"南方两倍做多特斯拉-U","GOOGL":"谷歌A","GOOY":"GOOGL期权收益策略ETF-YieldMax","TSLA":"特斯拉","NVDG":"2倍做多NVDA ETF- Leverage Shares","TSLW":"TSLA周配息ETF-Roundhill","TSDD":"2倍做空TSLA ETF-GraniteShares","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","ARKK":"ARK Innovation ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","TSII":"REX TSLA Growth & Income ETF","AMZD":"1倍做空AMZN ETF-Direxion","TESL":"Simplify Volt TSLA Revolution ETF","07388":"南方两倍做空英伟达","TSLY":"TSLA期权收益策略ETF-YieldMax","07766":"南方两倍做多特斯拉","LOFF":"2倍做多SpaceX ETF-Direxion","SPAL":"2倍做多Space X ETF-GraniteShares","GGLL":"2倍做多GOOGL-Direxion","ARKQ":"ARK Autonomous Technology & Robotics ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","TSL":"1.25倍做多TSLA ETF-GraniteShares","NVDA":"英伟达","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLZ":"2倍做空TSLA ETF-T-Rex","SPCF":"2倍做多SpaceX ETF-ProShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","GGLS":"1倍做空GOOGL ETF-Direxion","TSLG":"2倍做多TSLA ETF-Leverage Shares","SPCG":"2倍做空SpaceX ETF-Tradr","NVDS":"1.5倍做空NVDA ETF-Tradr","TSYY":"收益增强TSLA ETF-GraniteShares","07788":"南方两倍做多英伟达","SPCH":"2倍做多SpaceX ETF-Leverage Shares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ARKW":"ARK Next Generation Internet ETF","NVDU":"2倍做多NVDA ETF-Direxion","09366":"南方两倍做空特斯拉-U","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","TSLI":"2倍做多TSLA ETF-ProShares","ANV":"GraniteShares Autocallable NVDA ETF","SPAX":"2倍做多SPACEX ETF-T-REX","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","NVDB":"ProShares Ultra NVDA ETF","ARKX":"ARK Space Exploration & Innovation ETF","AMZU":"2倍做多AMZN ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","TSLL":"2倍做多TSLA ETF-Direxion","AZYY":"GraniteShares YieldBOOST AMZN ETF","SPCX":"SPAC and New Issue ETF","TLA":"GraniteShares Autocallable TSLA ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","GOU":"GraniteShares 2x Long GOOGL Daily ETF","NVDX":"2倍做多NVDA ETF-T-Rex","TSLP":"TSLA收益溢价策略ETF-Kurv","AMZW":"Roundhill AMZN WeeklyPay™ ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","TSLQ":"2倍做空TSLA ETF-Tradr","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVD":"2倍做空NVDA ETF-GraniteShares","AMZZ":"2倍做多AMZN ETF-GraniteShares","AMZN":"亚马逊","SPCM":"2倍做多SpaceX ETF-Tradr","TSLR":"2倍做多TSLA ETF-GraniteShares","GOOW":"Roundhill GOOGL WeeklyPay ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152605853","content_text":"On Tuesday, Cathie Wood’s Ark Invest stayed active in a volatile tech tape, adding to several headline growth names while trimming others. The most notable move was another broad push into SpaceX (NASDAQ:SPCX), followed by sizable trades in Tesla Inc. (NASDAQ:TSLA), Nvidia Corp. (NASDAQ:NVDA), Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL).The SpaceX TradeArk Invest continued buying SpaceX stock on Tuesday. The firm added shares across several ETFs as the stock of the Elon Musk-led company came under pressure, with Benzinga reporting that SpaceX had fallen more than 5% on Tuesday amid post-IPO weakness and lockup-related selling concerns.The transactions were made through ARK Innovation ETF (BATS:ARKK), ARK Autonomous Technology & Robotics ETF (BATS:ARKQ), ARK Next Generation Internet ETF (BATS:ARKW) and ARK Space & Defense Innovation ETF (BATS:ARKX). Wood purchased 105,108 SpaceX shares worth $12.2 million, based on the stock’s closing price of $116.41.The timing of the purchase also came amid renewed debate over the company’s valuation. In a separate Benzinga piece, investor Gary Black argued that investors are misreading the math behind both Tesla and SpaceX, while Ross Gerber said the pullback could create a buying opportunity. Ark’s move suggests the firm remains willing to add on weakness.On Monday, Ark had purchased $14.1 million worth of SpaceX stock in a trend that has been continuing for some time.The Tesla TradeArk also leaned into Tesla one of its long-running flagship holdings. The firm bought 26,920 shares in ARKK, along with 5,785 shares in ARKQ, 5,119 shares in ARKW and 2,457 shares in ARKX, signaling continued confidence in the EV maker despite ongoing market debate. The trade amounted to $12.4 million, based on the stock’s closing price of $307.44.The Tesla purchase came as the stock remained closely tied to broader conversations around growth valuations, autonomous driving and the company’s long-term optionality, as reported by Benzinga.Wood’s Tesla stock purchases continue. On Monday, she had purchased $8.6 million worth of shares.The Nvidia TradeArk added aggressively to Nvidia, buying the chip giant across five ETFs. The purchases included 42,072 shares in ARKK, 13,639 shares in ARKQ, 11,984 shares in ARKW, 5,799 shares in ARKX and 5,471 shares in ARKF. The transactions were worth $15.6 million as the shares of the Jensen Huang-led company ended the day at $197.01.The buying came after Nvidia shares faced broader chip-sector pressure, even as Jim Cramer defended the stock in an interview, calling the selloff \"absurd\" and saying he still owns it.The Amazon.com TradeARKK sold 9,895 shares of Amazon through ARKK, trimming the e-commerce and cloud giant ahead of its earnings report. The transaction amounted to $2.3 million as the company’s shares closed at $230.86.Benzinga noted that Amazon shares were trading flat before Thursday’s results, leaving investors focused on margin trends and guidance.The Alphabet TradeArkK also sold 6,820 Class A shares of Alphabet, cutting back on the parent of Google as the company faced fresh antitrust pressure in Europe. The transaction was worth $2.3 million, based on GOOGL’s closing price of $333.71 for the day.It was reported that Google’s legal risk deepened after an EU ruling raised the possibility of a multibillion-dollar penalty.Other Key TradesKratos Defense and Security Solutions Inc. (KTOS): Ark bought across multiple funds, including 29,917 shares in ARKK, 14,473 shares in ARKQ and 6,146 shares in ARKX.Rocket Lab Corp. (RKLB): Ark added 43,862 shares in ARKQ and 18,635 shares in ARKX.BWX Technologies Inc. (BWXT): Ark bought 24,071 shares in ARKK, 7,761 shares in ARKQ and 3,298 shares in ARKX.Intuitive Machines Inc. (LUNR): ARKQ bought 692,355 shares and ARKX added 290,672 shares.Roblox Corp. (RBLX): ARKK sold 69,135 shares.Robinhood Markets Inc. (HOOD): ARKK sold 43,420 shares.","news_type":1,"symbols_score_info":{"TSLP":0.6,"SPAX":0.6,"SPCH":0.6,"TEST":0.6,"07766":0.6,"07366":0.6,"DIPS":0.6,"NVDD":0.6,"ARKW":2,"ARKX":2,"SPCX":2,"AMZY":0.6,"TSLT":0.6,"NVDX":0.6,"TSLW":0.6,"LOFF":0.6,"AMZZ":0.6,"ARKK":2,"AZYY":0.6,"NVDL":0.6,"NVDO":0.6,"NVDU":0.6,"TSII":0.6,"NVYY":0.6,"TSLG":0.6,"SPCG":0.6,"AMZU":0.6,"ARKQ":2,"GOOW":0.6,"NVDW":0.6,"NVDQ":0.6,"TLA":0.6,"AMZN":2,"07788":0.6,"TSDD":0.6,"09366":0.6,"AMZP":0.6,"TSLO":0.6,"NVDG":0.6,"TSLZ":0.6,"NVDS":0.6,"CRSH":0.6,"TSYY":0.6,"SPAL":0.6,"TSLI":0.6,"GOOY":0.6,"NVII":0.6,"09766":0.6,"SPCM":0.6,"SNK":0.6,"GGLL":0.6,"TESL":0.6,"TSL":0.6,"GGLS":0.6,"NVDY":0.6,"07388":0.6,"NVD":0.6,"GOOP":0.6,"NVDA":2,"SPCF":0.6,"SPCU":0.6,"SSPC":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLS":0.6,"SPCQ":0.6,"TSLY":0.6,"GOOGL":2,"NVDB":0.6,"GOOX":0.6,"AMZD":0.6,"TSLL":0.6,"GOU":0.6,"ANV":0.6,"TSLA":2,"AMZW":0.6}},"isVote":1,"tweetType":1,"viewCount":2240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}