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02-23

$Carvana Co.(CVNA)$

02-22

Great article, would you like to share it?

@Pinkspider:Deepseek caused $NVDA to drop from $142 to $114. NVDA bounced back to 143 two weeks later. $PLTR dropped from $125 to $95 on Pentagon budget cut news. This sell off was an overreaction. This budget cut will create more efficiency with spending and more gov't funds will be allocated to $PLTR. $PLTR to 130 coming after this consolidation ends.

02-22

Great article, would you like to share it?

@koolgal:$SPDR Portfolio S&P 500 ETF(SPLG)$ SPLG tracks the S&P500 Index which represents 500 of the largest and strongest US companies in just 1 Trade . It has the lowest expense ratio among competing ETFs at just 0.02%. With a long term horizon, I have been dollar cost averaging into SPLG. Slow and Steady is my motto and so far it has been a rewarding experience. @Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger &

02-22

Great article, would you like to share it?

@JC888:PLTR -15% Tumble Equal BUY opportunity?

2024-11-26

$Defiance Daily Target 2X Long MSTR ETF(MSTX)$ why drop is 3 X when up is only 2 X !!!

2024-10-07

💰💰💰

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2024-09-16

Go to the moon🚀🚀🚀

Sorry, the original content has been removed

2024-09-16

Why 2022 news?

Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report

2024-09-14

Next week going to Moon!

Intel Solidifies $3.5 Billion Deal to Make Chips for Military

2024-03-08

$CleanSpark, Inc.(CLSK)$

2024-02-08

$Marathon Digital Holdings Inc(MARA)$

2022-10-02

$Meta Platforms, Inc.(META)$🥹🥹🥹

2022-10-02

2022-10-01

$Alphabet(GOOGL)$

2022-10-01

2022-09-29

2022-09-28

$Palantir Technologies Inc.(PLTR)$

2022-09-28

$Meta Platforms, Inc.(META)$🥹🥹🥹

2022-09-27

$Tesla Motors(TSLA)$🥹🥹🥹

2022-09-27

$Palantir Technologies Inc.(PLTR)$

Go to Tiger App to see more news

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to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406192773747008","repostId":"405896233030112","repostType":1,"repost":{"id":405896233030112,"gmtCreate":1740123469350,"gmtModify":1740126419273,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/2643891549304031c32c05b207f0f2b6","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"htmlText":"Deepseek caused $NVDA to drop from $142 to $114. NVDA bounced back to 143 two weeks later. $PLTR dropped from $125 to $95 on Pentagon budget cut news. This sell off was an overreaction. This budget cut will create more efficiency with spending and more gov't funds will be allocated to $PLTR. $PLTR to 130&nbsp;coming after this consolidation ends.","listText":"Deepseek caused $NVDA to drop from $142 to $114. NVDA bounced back to 143 two weeks later. $PLTR dropped from $125 to $95 on Pentagon budget cut news. This sell off was an overreaction. This budget cut will create more efficiency with spending and more gov't funds will be allocated to $PLTR. $PLTR to 130&nbsp;coming after this consolidation ends.","text":"Deepseek caused $NVDA to drop from $142 to $114. NVDA bounced back to 143 two weeks later. $PLTR dropped from $125 to $95 on Pentagon budget cut news. This sell off was an overreaction. This budget cut will create more efficiency with spending and more gov't funds will be allocated to $PLTR. $PLTR to 130 coming after this consolidation ends.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405896233030112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406193775177800,"gmtCreate":1740196014145,"gmtModify":1740196015551,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406193775177800","repostId":"405762381546104","repostType":1,"repost":{"id":405762381546104,"gmtCreate":1740090791761,"gmtModify":1740368820415,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$ </a> SPLG tracks the S&amp;P500 Index which represents 500 of the largest and strongest US companies in just 1 Trade .&nbsp; It has the lowest expense ratio among competing ETFs at just 0.02%. With a long term horizon, I have been dollar cost averaging into SPLG.&nbsp; &nbsp;Slow and Steady is my motto and so far it has been a rewarding experience. <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/3527667671414981\">@TigerClub </a>&nbsp;<a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger </a>&amp;","listText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$ </a> SPLG tracks the S&amp;P500 Index which represents 500 of the largest and strongest US companies in just 1 Trade .&nbsp; It has the lowest expense ratio among competing ETFs at just 0.02%. With a long term horizon, I have been dollar cost averaging into SPLG.&nbsp; &nbsp;Slow and Steady is my motto and so far it has been a rewarding experience. <a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>&nbsp;<a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments </a>&nbsp;<a href=\"https://ttm.financial/U/3527667671414981\">@TigerClub </a>&nbsp;<a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger </a>&amp;","text":"$SPDR Portfolio S&P 500 ETF(SPLG)$ SPLG tracks the S&P500 Index which represents 500 of the largest and strongest US companies in just 1 Trade . It has the lowest expense ratio among competing ETFs at just 0.02%. With a long term horizon, I have been dollar cost averaging into SPLG. Slow and Steady is my motto and so far it has been a rewarding experience. @Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger &","images":[{"img":"https://community-static.tradeup.com/news/209edcd2703973422496158b9acc3c1a","width":"882","height":"1668"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405762381546104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406194111668880,"gmtCreate":1740196003465,"gmtModify":1740196005513,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406194111668880","repostId":"406157386879232","repostType":1,"repost":{"id":406157386879232,"gmtCreate":1740150407393,"gmtModify":1740238202077,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"PLTR -15% Tumble Equal BUY opportunity?","htmlText":"The Fall. It was a correction that no one saw coming. It started on late Wed, 19 Feb 2025 when news headline flashed that US Defense Secretary, Pete Hegseth ordered senior military officials to develop a high-level budget plan by 24 Feb 2025, that would slash defense spending by -8% for the next 5 years. The 8% annual cut would mean almost -$300 billion less in military spending through fiscal 2030. This hit <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> head-on and the AI-company pulled back -10% from its all-time highs and caused related algorithmic selling. (see below) On Thu, 20 Feb 2025, investors continued to dump PLTR, escalating concerns that the latest hot pick among retail traders could be fizzling out. PLTR retreated more than -5% intraday. (see ab","listText":"The Fall. It was a correction that no one saw coming. It started on late Wed, 19 Feb 2025 when news headline flashed that US Defense Secretary, Pete Hegseth ordered senior military officials to develop a high-level budget plan by 24 Feb 2025, that would slash defense spending by -8% for the next 5 years. The 8% annual cut would mean almost -$300 billion less in military spending through fiscal 2030. This hit <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> head-on and the AI-company pulled back -10% from its all-time highs and caused related algorithmic selling. (see below) On Thu, 20 Feb 2025, investors continued to dump PLTR, escalating concerns that the latest hot pick among retail traders could be fizzling out. PLTR retreated more than -5% intraday. (see ab","text":"The Fall. It was a correction that no one saw coming. It started on late Wed, 19 Feb 2025 when news headline flashed that US Defense Secretary, Pete Hegseth ordered senior military officials to develop a high-level budget plan by 24 Feb 2025, that would slash defense spending by -8% for the next 5 years. The 8% annual cut would mean almost -$300 billion less in military spending through fiscal 2030. This hit $Palantir Technologies Inc.(PLTR)$ head-on and the AI-company pulled back -10% from its all-time highs and caused related algorithmic selling. (see below) On Thu, 20 Feb 2025, investors continued to dump PLTR, escalating concerns that the latest hot pick among retail traders could be fizzling out. PLTR retreated more than -5% intraday. (see ab","images":[{"img":"https://community-static.tradeup.com/news/2bca898a985950c96791627b92aeb0c9","width":"588","height":"238"},{"img":"https://community-static.tradeup.com/news/19cabcfd4fbc867b2558659c49c19a1f","width":"951","height":"471"},{"img":"https://community-static.tradeup.com/news/a6c97c16ca5597286468f9c85126370b","width":"895","height":"171"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406157386879232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375311346602048,"gmtCreate":1732632650321,"gmtModify":1732632653882,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSTX\">$Defiance Daily Target 2X Long MSTR ETF(MSTX)$&nbsp;</a> why drop is 3 X when up is only 2 X !!!","listText":"<a href=\"https://ttm.financial/S/MSTX\">$Defiance Daily Target 2X Long MSTR ETF(MSTX)$&nbsp;</a> why drop is 3 X when up is only 2 X !!!","text":"$Defiance Daily Target 2X Long MSTR ETF(MSTX)$ why drop is 3 X when up is only 2 X !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375311346602048","isVote":1,"tweetType":1,"viewCount":2452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357633710477672,"gmtCreate":1728315003568,"gmtModify":1728315006385,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"💰💰💰","listText":"💰💰💰","text":"💰💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357633710477672","repostId":"2473910878","repostType":2,"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350072393539952,"gmtCreate":1726494897321,"gmtModify":1726494902207,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Go to the moon🚀🚀🚀","listText":"Go to the moon🚀🚀🚀","text":"Go to the moon🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350072393539952","repostId":"2467843194","repostType":2,"isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350071257251992,"gmtCreate":1726494524573,"gmtModify":1726494528171,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Why 2022 news?","listText":"Why 2022 news?","text":"Why 2022 news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350071257251992","repostId":"1191641713","repostType":2,"repost":{"id":"1191641713","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1726487456,"share":"https://ttm.financial/m/news/1191641713?lang=&edition=fundamental","pubTime":"2024-09-16 19:50","market":"us","language":"en","title":"Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1191641713","media":"Reuters","summary":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, s","content":"<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel&#39;s design segment and would have doubled as a win for the company&#39;s contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel&#39;s design segment, but would have been a boon to the financial performance of the foundry business after this year&#39;s separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel&#39;s contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel&#39;s failure to win the business, an Intel spokesperson said: &#34;We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.&#34;</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel&#39;s future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel&#39;s programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel&#39;s contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</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>Intel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report</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\">\nIntel Said to Lose PlayStation 6 Chip Contracts to AMD, TSM in 2022: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-09-16 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Summary</strong></p><ul style=\"\"><li><p>Intel lost PlayStation 6 chip contract to AMD in 2022, sources say</p></li><li><p>Dispute over profit margins blocked Intel-Sony deal, sources say</p></li><li><p>PlayStation deal could have generated $30 billion in revenue, sources say</p></li></ul><p>(Reuters) - <a href=\"https://laohu8.com/S/INTC\">Intel</a> lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.</p><p>The effort by Intel to win out over <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co</a> as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.</p><p>Intel and AMD were the final two contenders in the bidding process for the contract.</p><p>Winning the Sony PlayStation 6 chip design business would have been a victory for Intel&#39;s design segment and would have doubled as a win for the company&#39;s contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.</p><p>Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel&#39;s design segment, but would have been a boon to the financial performance of the foundry business after this year&#39;s separation.</p><p>Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.</p><p>Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel&#39;s contract manufacturing business, which now struggles to find big new clients.</p><p>A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a>, until only Intel and AMD remained.</p><p>Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.</p><p>In response to Reuters reporting about the PlayStation 6 talks and Intel&#39;s failure to win the business, an Intel spokesperson said: &#34;We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.&#34;</p><p>Sony and Broadcom did not respond to requests for comment. AMD declined to comment.</p><p><strong>BACKWARDS COMPATIBILITY</strong></p><p>The current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.</p><p>Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.</p><p>Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.</p><p>Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.</p><p>Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.</p><p>Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.</p><p><strong>SEEKING A MARQUEE CUSTOMER</strong></p><p>The sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel&#39;s future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.</p><p>The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel&#39;s programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.</p><p>Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.</p><p>Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.</p><p>Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.</p><p>A long-term Sony contract would have helped bring in big new clients for Intel&#39;s contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","INTC":"英特尔","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191641713","content_text":"SummaryIntel lost PlayStation 6 chip contract to AMD in 2022, sources sayDispute over profit margins blocked Intel-Sony deal, sources sayPlayStation deal could have generated $30 billion in revenue, sources say(Reuters) - Intel lost out on a contract to design and fabricate Sony’s PlayStation 6 chip in 2022, which dealt a significant blow to its effort to build its fledgling contract manufacturing business, according to three sources with knowledge of the events.The effort by Intel to win out over Advanced Micro Devices in a competitive bidding process to supply the design for the forthcoming PlayStation 6 chip and Taiwan Semiconductor Manufacturing Co as the contract manufacturer would have amounted to billions of dollars of revenue and fabricating thousands of silicon wafers a month, two sources said.Intel and AMD were the final two contenders in the bidding process for the contract.Winning the Sony PlayStation 6 chip design business would have been a victory for Intel's design segment and would have doubled as a win for the company's contract manufacturing effort, or foundry business, which was the centerpiece of Intel CEO Pat Gelsinger’s turnaround plan.Gelsinger announced plans for Intel to create a foundry unit in 2021 and formally launched it at an event in San Jose, California, in February of this year. The PlayStation chip deal originated in Intel's design segment, but would have been a boon to the financial performance of the foundry business after this year's separation.Details of the discussions and how Intel missed out on the contract for Sony’s as-yet-unannounced next-generation game console are reported here for the first time.Typically, Sony consoles sell more than 100 million units across a half decade. For a chip designer, the console business delivers a lower profit than the gross margins of more than 50% for products like artificial intelligence chips, but nonetheless represents steady business that can profit from technology a company has already developed. Sony’s business also could have helped boost Intel's contract manufacturing business, which now struggles to find big new clients.A dispute over how much profit Intel stood to take from each chip sold to the Japanese electronics giant blocked Intel from settling on the price with Sony, according to two of the sources. Instead, rival AMD landed the contract through a competitive bidding process that eliminated others such as Broadcom , until only Intel and AMD remained.Discussions between Sony and Intel took months in 2022, and included meetings between the two companies’ CEOs, dozens of engineers and executives.In response to Reuters reporting about the PlayStation 6 talks and Intel's failure to win the business, an Intel spokesperson said: \"We strongly disagree with this characterization but are not going to comment about any current or potential customer conversations. We have a very healthy customer pipeline across both our product and foundry business, and we are squarely focused on innovating to meet their needs.\"Sony and Broadcom did not respond to requests for comment. AMD declined to comment.BACKWARDS COMPATIBILITYThe current generation of Sony’s PlayStation consoles are powered by custom chips with a design contract fulfilled by AMD.Sony announced the PlayStation 5 Pro last week, but has not yet unveiled the next generation. Years after its 2020 launch, Sony said it sold 20.8 million of the first-generation PlayStation 5 systems in fiscal 2023.Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips, Sony relies on experienced design contractors to make the processors for systems.Console chip designs typically try to ensure compatibility with earlier versions of the system, to allow users to run older games on the new hardware. Moving from AMD, which made the PlayStation 5 chip, to Intel would have risked backwards compatibility, which was a subject of discussion between Intel and Sony engineers and executives, the sources said.Ensuring backward compatibility with prior versions of the PlayStation would have been costly and taken engineering resources. Allowing PlayStation users to play games they have purchased for older systems is a feature Sony often includes in a next-generation system.Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August. Intel announced plans to cut 15% of its workforce to save $10 billion and has prepared a plan to reduce its capital spending on factory expansion that was a cornerstone to its foundry strategy.SEEKING A MARQUEE CUSTOMERThe sudden departure of Lip-Bu Tan, a high-profile board member, over differences in Intel's future, added to the company’s challenges as Gelsinger and other Intel executives presented plans to the board at a meeting last week, multiple sources said. Reuters reported early this month on the planned board meeting, citing a source familiar with the board discussions.The potential plans include ideas on how to shave off businesses Intel can no longer afford to operate, Reuters reported. Executives are also expected to debate the future of Intel's programmable chip unit Altera, including a potential sale, and its manufacturing expansion in Germany.Intel split its design and manufacturing operations under Gelsinger’s tenure, and has reported financial results separately since the first calendar quarter this year. In April, the company disclosed $7 billion in operating losses for the manufacturing businesses.Intel has struggled to find a marquee customer it can publicly talk about for the first manufacturing process, known as 18A, open to other companies. If Intel had won the PlayStation 6 chip, it could have occupied its foundry unit for more than five years, two of the sources said.Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.A long-term Sony contract would have helped bring in big new clients for Intel's contract manufacturing effort, two sources said, as Intel continues to struggle with attracting customers to its advanced 18A process.","news_type":1,"symbols_score_info":{"TSM":1.1,"INTC":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349315326607568,"gmtCreate":1726309971386,"gmtModify":1726309975296,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Next week going to Moon!","listText":"Next week going to Moon!","text":"Next week going to Moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349315326607568","repostId":"1108922145","repostType":4,"repost":{"id":"1108922145","kind":"news","pubTimestamp":1726289473,"share":"https://ttm.financial/m/news/1108922145?lang=&edition=fundamental","pubTime":"2024-09-14 12:51","market":"us","language":"en","title":"Intel Solidifies $3.5 Billion Deal to Make Chips for Military","url":"https://stock-news.laohu8.com/highlight/detail?id=1108922145","media":"Bloomberg","summary":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal g","content":"<div>\n<p>Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Intel Solidifies $3.5 Billion Deal to Make Chips for Military</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\">\nIntel Solidifies $3.5 Billion Deal to Make Chips for Military\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-14 12:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108922145","content_text":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":2435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281895039967480,"gmtCreate":1709850640493,"gmtModify":1709850643732,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>&nbsp;","text":"$CleanSpark, 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Drop more please.&nbsp;","listText":"Ok. Drop more please.&nbsp;","text":"Ok. Drop more please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993288195","repostId":"1111444094","repostType":2,"repost":{"id":"1111444094","kind":"news","pubTimestamp":1660693398,"share":"https://ttm.financial/m/news/1111444094?lang=&edition=fundamental","pubTime":"2022-08-17 07:43","market":"us","language":"en","title":"Sea Tumbles 14% After Wider Than Expected Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=1111444094","media":"Bloomberg","summary":"(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast","content":"<div>\n<p>(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-16/sea-s-loss-wider-than-expected-as-asian-consumer-spending-tanks\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Sea Tumbles 14% After Wider Than Expected Loss</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\">\nSea Tumbles 14% After Wider Than Expected Loss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-16/sea-s-loss-wider-than-expected-as-asian-consumer-spending-tanks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-16/sea-s-loss-wider-than-expected-as-asian-consumer-spending-tanks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-16/sea-s-loss-wider-than-expected-as-asian-consumer-spending-tanks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111444094","content_text":"(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook.The Singapore-based company posted an adjusted loss before interest, taxes, depreciation and amortization of $506.3 million in the June quarter, surpassing the average projection for $482.3 million. Its net loss more than doubled to over $931 million in the June quarter.Sea shares dropped 14% to $77.43 in New York trading. Once Southeast Asia’s most valuable company, the company’s shares have fallen more than 75% since peaking in October.The downbeat result came after Sea cut its full-year e-commerce revenue outlook in May, to a low of $8.5 billion versus $8.9 billion previously. Shoppers emerging from pandemic lockdowns are cutting back on online purchases, shifting toward essentials during a potential recession.Alicia Yap, analyst at Citigroup Inc., said the suspension of e-commerce revenue guidance “will no doubt send unease to investors sentiment.”Sea, which counts Tencent Holdings Ltd. as its biggest investor, has suffered a run of setbacks this year, including a sudden ban of its most popular mobile game in India and the subsequent closure of its e-commerce operations there.The company has been trying to boost profitability as topline growth plateaus. Second-quarter sales rose 29% to $2.9 billion, the slowest growth in almost five years.Key InsightsIn Southeast Asia and Taiwan, adjusted Ebitda loss per order for Shopee -- before allocation of headquarters’ common expenses -- was less than 1 cent. Chief Executive Officer Forrest Li affirmed a target for the business to hit positive adjusted Ebitda before HQ costs in Asia this yearSecond-quarter revenue from Shopee, Sea’s e-commerce unit, gained 51% to about $1.7 billion versus estimates of $1.9 billion.Revenue from gaming arm Garena fell to $900.3 million, slightly ahead of estimates for $827.6 million, as hit mobile game Free Fire matures. The company said in March it expected Garena to post $2.9 billion to $3.1 billion in bookings in 2022, set to be its first decline ever.Revenue from SeaMoney, Sea’s digital financial services unit, rose to $279 million.Get MoreSea has been reducing its overseas footprint and slashing jobs in peripheral businesses as competition takes a toll and as it focuses more on profitability, a stark shift from its previous stance of spending for global expansion.Shopee’s gross merchandise value, the sum of transactions flowing through its platform, rose 27% to $19 billion.Some investors are reducing their exposure to Sea. Tiger Global Management LLC sold $473.8 million of Sea shares, cutting its holdings after six quarters of buying, according to SEC filings. Altimeter Capital Management LP, a shareholder of Singapore-based Grab Holdings Ltd., exited Sea’s Class A-ADRs, according to an analysis of its filings by Bloomberg News.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933355627,"gmtCreate":1662246100269,"gmtModify":1676537021414,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933355627","repostId":"1158060367","repostType":4,"repost":{"id":"1158060367","kind":"news","pubTimestamp":1662169695,"share":"https://ttm.financial/m/news/1158060367?lang=&edition=fundamental","pubTime":"2022-09-03 09:48","market":"us","language":"en","title":"Can the Tech Sector Bane be a Boon for Amazon, Microsoft?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158060367","media":"TipRanks","summary":"Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in respons","content":"<div>\n<p>Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in response may be presenting us with a great opportunity to go against the current. Amazon and Microsoft are ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Can the Tech Sector Bane be a Boon for Amazon, Microsoft?</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\">\nCan the Tech Sector Bane be a Boon for Amazon, Microsoft?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 09:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in response may be presenting us with a great opportunity to go against the current. Amazon and Microsoft are ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158060367","content_text":"Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in response may be presenting us with a great opportunity to go against the current. Amazon and Microsoft are two stocks worth considering.This year has been difficult for most industries, but the technology sector has been hit especially hard. The U.S. technology sector has lost more than a quarter of its value so far this year, with major companies losing considerable valuation over the months. However, the fourth quarter can open up great “buy-the-dip” opportunities on some high-quality tech stocks, such as Microsoft (NASDAQ: MSFT) and Amazon (NASDAQ: AMZN), keeping the longer-term view in mind.How the Technology Sector Looks PresentlyThe pandemic-led recession in 2020 had led to a rise in tech shopping among investors, and expectedly, the post-pandemic boom led to massive returns on investment through 2021. However, this year has been challenging. Elevated costs, shortages of key components and other supply-chain snags, loss of business due to geopolitical tensions, and the added woe of rising interest rates have crippled the technology sector.The tech sector is heavily dependent on constant expensive upgrades and innovations to stay relevant. The Fed’s crackdown on inflation has pushed interest rates up, making the tech sector take the double whammy of high borrowing costs and even higher input costs.Sadly, more pain is on the way, given that the Fed took any chance of turning dovish on its fight against inflation off the table. This means that interest rates are likely to keep rising at an aggressive rate until inflation is brought down to its knees.More rate hikes may lead to further valuation erosion in tech stocks in the last few months that are left in 2022, but that also comes with an opportunity to accumulate more shares of tech bigwigs.Stocks to Consider NowThe technology sector makes up between 9% and 10% of the total U.S. GDP. Microsoft constitutes roughly 7.7% of the U.S. economy by market cap, while Amazon constitutes about 5.1%, making them the undisputed leaders of the tech world.Given the resources, expertise, and manpower of these two stalwarts, it is safe to say that Microsoft and Amazon could be great portfolio additions and could lead to massive returns for investors who don’t suffer from recency bias.Amazon Stock Looks Historically CheapWith a current P/E ratio at around 111.9x, Amazon appears to be trading at an attractive discount, considering it is currently trading massively below its 10-year average of over 1,600x. Notably, the P/E of a profitable company tells us how investors value the stock based on the earnings per share generated by the company during a specified time period.Bernstein analyst Mark Shmulik agrees that Amazon is an excellent stock to buy right now. Analyzing the trends from Prime Day sales, the analyst believes that the company will regain e-commerce market share in the second half of 2022.Moreover, Amazon’s diverse SKU mix gives it an advantage over other e-commerce sites as economies reopen and consumers’ time for checking any site other than Amazon shrinks. On the operating performance front, Shmulik is impressed with Amazon’s steps to rectify its poor decisions and expects continued operating margin improvement to be a key growth factor in 2H 2022.Moreover, Robert W. Baird analyst Colin Sebastian expects e-commerce stocks, including Amazon, to grow 12%–13% year-over-year in 2H, considering a 10% growth rate in domestic e-commerce revenues.Amazingly, 38 analysts covering Amazon have a Buy rating on the stock, whereas one has a Hold rating, giving the stock a Strong Buy consensus rating. The average Amazon stock price prediction of $176.94 presents 38.8% upside potential.Microsoft Stock Also Looks InexpensiveMicrosoft is another growth stock that looks relatively cheap right now. Its P/E ratio of around 26.3x is very close to its two-year low of 25.7x. Given that the ratio had reached over 40x in 2020, MSFT stock appears to have strong upside potential. Nonetheless, taking the looming possibility of a recession into account, the valuation may depreciate some more going into the final quarter of the year, giving rise to a solid investment opportunity.The company’s exposure to the Metaverse through Microsoft Mesh and its efforts to incorporate interactive technology into several of its offerings are expected to forge a smooth path for growth in the long run.Moreover, if the company’s proposed acquisition of video-game developer Activision Blizzard (NASDAQ: ATVI) manages to resolve its antitrust issues in the U.K., Microsoft might be able to expand its footing in the metaverse gaming space manifold.Oppenheimer analyst Timothy Horan believes that rapid digital transformation is helping Microsoft overpower macroeconomic challenges and gain market share in information technology.Wall Street also has a firm conviction about Microsoft, with a Strong Buy consensus rating supported by 28 Buys and two Holds. Microsoft’s average stock projection of $325.77 reflects upside potential of 27.2% from current levels.An Alternative to Individual Stock PickingWhen the economic outlook is uncertain and the market is volatile, it can get difficult to choose the right stocks. In this regard, investing in indexes can be ideal, as this will spread the risk profile among a handful of the top tech companies in the U.S.The Nasdaq 100 (NDX) is a tech-heavy subset of the broader Nasdaq Composite, tracking the top 100 non-financial companies trading on the Nasdaq stock exchange. There are various ETFs that are linked with this average that can be considered, like the Nasdaq Next Generation 100 Index, the Nasdaq-100 ESG Index, the Nasdaq-100 Volatility Index, and others.In the past five years, the Nasdaq 100 has appreciated more than 100%, giving us all the more reason to have faith in the index.Conclusion: Technology Stocks Should Thrive in the Long TermTechnology stocks have immense potential to benefit from secular growth opportunities. Amazon and Microsoft are among those running the show, making them look like ideal investment options for investors with a long-term view.","news_type":1,"symbols_score_info":{"AMZN":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994494911,"gmtCreate":1661666396636,"gmtModify":1676536558660,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994494911","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</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>Nvidia: Guidance Is A Game-Changer</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\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993272293,"gmtCreate":1660697846314,"gmtModify":1676536381539,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Waiting for the stock split then sell","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Waiting for the stock split then sell","text":"$Tesla Motors(TSLA)$Waiting for the stock split then sell","images":[{"img":"https://community-static.tradeup.com/news/46a7efbf7bfe1f595ebbf066a448ac04","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993272293","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999942265,"gmtCreate":1660455417958,"gmtModify":1676533474590,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999942265","repostId":"2259170325","repostType":4,"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349315326607568,"gmtCreate":1726309971386,"gmtModify":1726309975296,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Next week going to Moon!","listText":"Next week going to Moon!","text":"Next week going to Moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349315326607568","repostId":"1108922145","repostType":4,"repost":{"id":"1108922145","kind":"news","pubTimestamp":1726289473,"share":"https://ttm.financial/m/news/1108922145?lang=&edition=fundamental","pubTime":"2024-09-14 12:51","market":"us","language":"en","title":"Intel Solidifies $3.5 Billion Deal to Make Chips for Military","url":"https://stock-news.laohu8.com/highlight/detail?id=1108922145","media":"Bloomberg","summary":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal g","content":"<div>\n<p>Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Intel Solidifies $3.5 Billion Deal to Make Chips for Military</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\">\nIntel Solidifies $3.5 Billion Deal to Make Chips for Military\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-14 12:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-13/intel-solidifies-3-5-billion-deal-to-make-chips-for-us-military?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108922145","content_text":"Chipmaker has been struggling to bolster its factory businessFunding will support facilities in Arizona and other US statesIntel Corp. has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.The secretive program, called Secure Enclave, seeks to establish production for advanced chips with military and intelligence applications. It spans multiple states, including a manufacturing facility in Arizona, Bloomberg has reported.Though Intel has always been the frontrunner for this award, there’s been pushback from other chipmakers, concern in Washington about the wisdom of relying on one firm, and a funding fight across multiple agencies and Capitol Hill that threated to cut into Intel’s total award.The funding could be announced as soon as next week, said the people, who asked not to be identified because the discussions are private. It would add to a possible $8.5 billion in grants and $11 billion in loans that Intel was awarded in March under the Chips and Science Act, a law that President Joe Biden signed in 2022 to revitalize US semiconductor manufacturing and reduce reliance on Asia.Intel is still negotiating the terms of that broader incentive package, which is intended to support facilities in Arizona, Ohio, New Mexico and Oregon. Like other Chips Act winners, Intel hasn’t received any money yet, and its award is considered preliminary. The funding for Secure Enclave also comes from the Chips Act grant program administered by the Commerce Department — following a dispute earlier this year over which agency would be responsible — but was handled outside of the standard application process.Intel, the Commerce Department and the Pentagon declined to comment. The White House didn’t immediately respond to a request for comment.Intel shares gained less than 1% in late trading Friday after Bloomberg reported on the deal. The stock had been down 61% this year to $19.66 through the close.The agreement on Secure Enclave signals that the US government trusts Intel to execute on the Pentagon’s plans despite the company’s latest troubles. Last month, Intel released a devastating earnings report and revenue forecast that sent shares tumbling and shattered faith in Chief Executive Officer Pat Gelsinger’s ambitious turnaround plan, which hinges on factory investments across the globe.The chipmaker is now actively reevaluating its manufacturing ambitions, Bloomberg has reported. No final decisions have been made, but Intel is more likely to delay or halt projects outside the US than its flagship sites in Arizona and Ohio, people familiar with the matter said earlier.The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors. Other manufacturers include Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co., both of which are building plants on American soil with Chips Act support.Some Washington officials have had early conversations about buying chips from the US facilities of foreign makers, Bloomberg has reported, but those talks are focused on broader procurement guidelines and are separate from the Secure Enclave program.It’s unclear exactly what models of chips Intel would produce for the Pentagon. The Santa Clara, California-based company, which operates both a design business and a manufacturing one, still relies on TSMC to produce some of its most advanced processors.Intel has struggled to convince potential customers like Nvidia Corp. and Advanced Micro Devices Inc. of its product capabilities. Commerce Secretary Gina Raimondo encouraged both firms to consider manufacturing at the facility Intel is building in Ohio, Bloomberg has reported, but neither currently plans to do so.Intel has announced that other companies, including Microsoft Corp., are exploring the idea of using it to produce their chip designs. Those efforts haven’t yet resulted in large orders or significant revenue.For chipmakers, the Pentagon can be a difficult customer. A recent report from the National Academies of Sciences, Engineering and Medicine found that companies involved in a so-called trusted foundry program — a longstanding effort that’s similar to Secure Enclave but focuses on older-generation chips — often struggle to meet Defense Department requirements or generate a return on investment from those orders.The Pentagon was originally supposed to fund the majority of the Secure Enclave program but pulled out of its $2.5 billion commitment in February. Lawmakers then saddled Commerce, which had been responsible for the remaining $1 billion share, with the full burden. At one point, the agency planned to fold its new Secure Enclave obligations into money already set aside for Intel, Bloomberg has reported, but officials ultimately chose to treat the program as entirely separate from commercial manufacturing incentives.The drama extended to other companies. In response to the funding dispute, Commerce scrapped a planned program for commercial research and development, forcing officials to reject a funding application from Applied Materials Inc. for a $4 billion Silicon Valley project. Efforts to boost the Chips Act by $3 billion, which would allow Commerce to restore that initiative, have stalled in Congress.","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":2435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918113200,"gmtCreate":1664332274700,"gmtModify":1676537435191,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/2326fcd958be1aa941266efca611abfe","width":"1284","height":"2612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918113200","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9911795466,"gmtCreate":1664254822655,"gmtModify":1676537419951,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"0\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/0ed5a4f9b220d6378ad1444246bfe135","width":"1284","height":"2612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911795466","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937603602,"gmtCreate":1663406564407,"gmtModify":1676537266951,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>🥹🥹🥹","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>🥹🥹🥹","text":"$Meta Platforms, Inc.(META)$🥹🥹🥹","images":[{"img":"https://community-static.tradeup.com/news/85053de8bb491572c23da0ad538718ed","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937603602","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937946574,"gmtCreate":1663360440698,"gmtModify":1676537257528,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937946574","repostId":"1186067066","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933352184,"gmtCreate":1662245976949,"gmtModify":1676537021383,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933352184","repostId":"1156330131","repostType":4,"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933356823,"gmtCreate":1662245924463,"gmtModify":1676537021352,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933356823","repostId":"1162611714","repostType":4,"repost":{"id":"1162611714","kind":"news","pubTimestamp":1662173403,"share":"https://ttm.financial/m/news/1162611714?lang=&edition=fundamental","pubTime":"2022-09-03 10:50","market":"us","language":"en","title":"Nvidia: Problems Keep Accumulating","url":"https://stock-news.laohu8.com/highlight/detail?id=1162611714","media":"Seeking Alpha","summary":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.</li><li>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.</li><li>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.</li><li>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.</li><li>Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.</li></ul><p><b>Thesis</b></p><p>Nvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company&#39;s gaming and data-center segment.</p><p>In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.</p><p><img src=\"https://static.tigerbbs.com/335faef0155694363b3fd84ee60b483c\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>U.S. Government Restricts Chip Sales </b></p><p>The filing</p><p>On August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia.</p><blockquote>...<i>the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.</i></blockquote><p>The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.</p><blockquote><i>The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.</i></blockquote><p><b>What&#39;s The Impact</b></p><p>Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia&#39;s 26% net income margin, and further apply the stock&#39;s currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.</p><p><b>Investor Implication</b></p><p>The export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia&#39;s leading chip technology becomes an instrument of politics. In the filing, Nvidia cited <i>&#39;the risk that the covered products may be used in, or diverted to, a military end use or military end user&#39;</i> as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.</p><p>Arguably, the selected restriction of Nvidia&#39;s &#39;A100 and H100&#39; exports could only be the first wave of regulations to hit the US Semi industry.</p><p>Moreover, even if the US government does not extend restrictions to more of Nvidia&#39;s chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to &#39;replace&#39; exposure to the US&#39; chip industry.</p><p><b>Still Very Stretched Valuation</b></p><p>Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia&#39;s one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia&#39;s P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.</p><p><img src=\"https://static.tigerbbs.com/6bdd4fc38ae5ce4b33d86923f5c92d92\" tg-width=\"640\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Paying too much for a &#39;hyped&#39; investment can be very dangerous. Arguably, Cisco&#39;s (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.</p><p>In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company&#39;s growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco&#39;s fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock&#39;s all time high.</p><p><img src=\"https://static.tigerbbs.com/358a1da47ae3281430fa38ffff19aed5\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Conclusion</b></p><p>No doubt, Nvidia is a great business. But the company&#39;s stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.</p><p>Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes <i>justified</i>(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.</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>Nvidia: Problems Keep Accumulating</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\">\nNvidia: Problems Keep Accumulating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the...</p>\n\n<a href=\"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4538666-nvidia-problems-keep-accumulating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162611714","content_text":"SummaryNvidia stock crashes as much as 12% after the semi company disclosed that the U.S. government ordered a restriction on a selected portfolio of high-margin.Nvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter.Although Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples.Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified.ThesisNvidia (NASDAQ:NVDA) stock crashed 7.5% -- and intermittently more than 12% -- after the semi company disclosed that the US government ordered a restriction on a selected portfolio of high-margin AI chips to China. The announcement comes after Nvidia has already warned a slowing business environment for its chips with regards to both the company's gaming and data-center segment.In my opinion, Nvidia stock has for a long time been overhyped and overvalued. And although NVDA stock is down approximately 60% from all time highs, I argue there is still some excess valuation premium that need to be corrected in order for investors to enjoy an attractive risk/reward.Seeking AlphaU.S. Government Restricts Chip Sales The filingOn August 31, Nvidia filed a disclosure with the Securities and Exchange Commission saying that the company has been notified about an export restriction of certain AI chips to China and Russia....the U.S. government informed NVIDIA Corporation that the USG has imposed a new license requirement, effective immediately, for any future export to China (including Hong Kong) and Russia of the Company’s A100 and forthcoming H100 integrated circuits.The restriction specifically names Nvidia A100 and H100 chips, but also extends to any chips that may match the technology.The license requirement also includes any future NVIDIA integrated circuit achieving both peak performance and chip-to-chip I/O performance equal to or greater than thresholds that are roughly equivalent to the A100, as well as any system that includes those circuits.What's The ImpactNvidia has estimated the impact of the export restriction at $400 million in potential sales for its third fiscal quarter. Accordingly, the impact could be expanded to about $1.6 billion annually. If we apply Nvidia's 26% net income margin, and further apply the stock's currentx81 one-ear forward P/E multiple, the impact on valuation loss could be estimated at about $33.7 billion of equity value.Investor ImplicationThe export restriction highlights a risk that the market arguably has ignored so far: the possibility that Nvidia's leading chip technology becomes an instrument of politics. In the filing, Nvidia cited 'the risk that the covered products may be used in, or diverted to, a military end use or military end user' as the main reason for the export restrictions. But arguably, this step is just the latest episode in the technology war.Arguably, the selected restriction of Nvidia's 'A100 and H100' exports could only be the first wave of regulations to hit the US Semi industry.Moreover, even if the US government does not extend restrictions to more of Nvidia's chips, it is highly likely that Nvidia will lose market share in China regardless. Investors should consider that the Chinese government will take restrictions of chips exports as a warning signal; and the response is that China will push to 'replace' exposure to the US' chip industry.Still Very Stretched ValuationAlthough Nvidia stock is down almost 60% from all time highs, the valuation is still very expensive. Investors should consider that Nvidia's one-year forward GAAP P/E of 81x implies a 270% premium to the U.S. technology sector. Nvidia's P/B of 15.8x and P/S of 13.9x imply a 290% and 395% premium respectively. Given a slowing business cycle for semiconductors, paired with fading investor confidence in US growth stocks, these multiples are highly vulnerable to a valuation contraction.Seeking AlphaPaying too much for a 'hyped' investment can be very dangerous. Arguably, Cisco's (CSCO) growth story and equity performance in the early 2000 is very similar to the current situation surrounding Nvidia, from my viewpoint.In the late 90s and early 2000, Cisco stock boomed from $5/share to about $80/share (stock-split adjusted). Investors were excited buying into the company's growth story that was driven by the World Wide Web adoption. Valuation did not matter, until it suddenly did. Then, in less than 24 months, Cisco stock lost almost 90% of its value. Interestingly, little changed for Cisco's fundamentals. In fact, the bull thesis of the World Wide Web taking over the world was correct. But investors simply paid way too much. Today, more than 20 years later, Cisco stock still trades approximately 50% below the stock's all time high.Seeking AlphaConclusionNo doubt, Nvidia is a great business. But the company's stock is dangerous. After a weak June quarter, driven amongst others by a slowing semi demand in the gaming and data-center vertical, now investors must also price the negativity of heightened regulatory risk.Personally, I would not buy Nvidia at a valuation above 30x EV/EBIT and/or 10x EV/Sales, which are still very proud multiples. Accordingly, I see 20 - 30 percent more downside before the risk/reward for investors becomes justified(but arguably still not attractive given the regulatory risk and slowing business cycle). Sell.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930246061,"gmtCreate":1661984873254,"gmtModify":1676536615000,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930246061","repostId":"2264234656","repostType":2,"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991480996,"gmtCreate":1660870292518,"gmtModify":1676536414622,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991480996","repostId":"2260357839","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901633247,"gmtCreate":1659180673589,"gmtModify":1676536269442,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok. Thx","listText":"Ok. Thx","text":"Ok. Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901633247","repostId":"2255598743","repostType":4,"repost":{"id":"2255598743","kind":"highlight","pubTimestamp":1659144960,"share":"https://ttm.financial/m/news/2255598743?lang=&edition=fundamental","pubTime":"2022-07-30 09:36","market":"us","language":"en","title":"Biggest Discretionary ETF Gets Lift by Cost-Conscious Consumers","url":"https://stock-news.laohu8.com/highlight/detail?id=2255598743","media":"Bloomberg","summary":"Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tra","content":"<div>\n<p>Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tracks companies that provide non-essential goods.The $15.2 billion Consumer Discretionary Select ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biggest-discretionary-etf-gets-lift-193036745.html\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Biggest Discretionary ETF Gets Lift by Cost-Conscious Consumers</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\">\nBiggest Discretionary ETF Gets Lift by Cost-Conscious Consumers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/biggest-discretionary-etf-gets-lift-193036745.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tracks companies that provide non-essential goods.The $15.2 billion Consumer Discretionary Select ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biggest-discretionary-etf-gets-lift-193036745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLY":"消费品指数ETF-SPDR可选消费品","WMT":"沃尔玛","BBY":"百思买"},"source_url":"https://finance.yahoo.com/news/biggest-discretionary-etf-gets-lift-193036745.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255598743","content_text":"Fears of a recession and skyrocketing inflation aren’t reflected in an exchange-traded fund that tracks companies that provide non-essential goods.The $15.2 billion Consumer Discretionary Select Sector SPDR Fund (ticker XLY), the largest US-listed consumer discretionary fund by market value, is performing much better than the S&P 500 Index since the start of June, according to Bloomberg data. In the last two months, XLY has climbed 6.6%, which includes a 18% rebound from a June 14 low. Meanwhile, the S&P 500 eked out a gain of 0.7% since June 1.The recent selloff in consumer-discretionary stocks has put the sector on sale, positioning it to outperform the broader market, Morgan Stanley’s Andrew Slimmon told Bloomberg this week. The S&P 500 Consumer Discretionary Sector Index is down 21% this year.Meanwhile, consumers are seeing wage gains, with the Labor Department’s employment cost index, a broad gauge of wages and benefits, jumping 1.3% in the second quarter from the prior three months, beating economists’ estimates of 1.2%.“Broadly speaking the retail consumer has been resilient, but the big shift here though, and this is what’s gotten so many goods sellers off guard, is we’re seeing a normalization of consumption patterns,” said Art Hogan, chief market strategist at B. Riley Wealth. “We’re going back to consuming more services than goods.”While big-box retailers Walmart Inc., Target Corp. and Best Buy Co. just cut profit forecasts in their recent earnings reports, citing stockpiles of merchandise that consumers are not purchasing, Amazon.com Inc. bucked that trend Thursday when it reported second-quarter revenue that beat estimates and predicted sales would rise 17% in the current quarter. Amazon is XLY’s largest holding in terms of percentage weight at 23%.But the pressure is on. Retailers face dwindling profit margins as massive inventory buildups reflect a consumer who is getting squeezed by inflation. According to Bloomberg Intelligence, retailer margins are already projected to reach their lowest second-quarter level since 2010 -- excluding 2020 -- and month-over-month inventory growth has consistently outpaced that of sales for the past four months.“Retailing has some of the lowest revenue per employee as an industry group, meaning they are one of the most labor intensive industries, and they are likely struggling significantly as labor costs go up,” said Gillian Wolff, senior associate analyst at BI.A number of retailers that make up XLY’s 59 holdings report second-quarter earnings next week. They include Starbucks Corp., EBay Inc. Marriott International Inc., Booking Holdings Inc. and MGM Resorts International. The reports will shed more light on spending and margins. Hilton Worldwide Holdings Inc., a part of XLY, reported quarterly earnings that beat analyst estimates and raised its full-year projections.“Amazon was a revenue beat and they raised guidance for 3Q, whereas Walmart suggested that customers were substituting away from big-ticket items in favor of staples, which was going to hurt them,” said Michael Casper, an equity strategist with BI. “Most of the retailers are still yet to report though, so we’ll get a better read on some of this in a few weeks.”","news_type":1,"symbols_score_info":{"BBY":0.9,"XLY":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913420946,"gmtCreate":1664062205885,"gmtModify":1676537383430,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a><v-v data-views=\"1\"></v-v>","text":"$Lucid Group Inc(LCID)$","images":[{"img":"https://community-static.tradeup.com/news/cf5ee92b98d6c992b129377ce5ba763a","width":"1284","height":"2504"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913420946","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913467573,"gmtCreate":1664062180193,"gmtModify":1676537383422,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a>🥹🥹🥹","listText":"<a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a>🥹🥹🥹","text":"$JPMorgan Chase(JPM)$🥹🥹🥹","images":[{"img":"https://community-static.tradeup.com/news/3c1917cac850f231681adc5a1981345c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913467573","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9930403319,"gmtCreate":1661990968833,"gmtModify":1676536618307,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930403319","repostId":"1157036127","repostType":4,"repost":{"id":"1157036127","kind":"news","pubTimestamp":1661989145,"share":"https://ttm.financial/m/news/1157036127?lang=&edition=fundamental","pubTime":"2022-09-01 07:39","market":"us","language":"en","title":"Netflix Seeking Top Dollar For Brands To Advertise On Its Service","url":"https://stock-news.laohu8.com/highlight/detail?id=1157036127","media":"the wall street journal","summary":"NetflixInc. is looking to charge brands premium prices to advertise on its coming ad-supported platf","content":"<div>\n<p>NetflixInc. is looking to charge brands premium prices to advertise on its coming ad-supported platform, according to some ad buyers, a sign the streaming giantis expecting strong interest from ...</p>\n\n<a href=\"https://www.wsj.com/articles/netflix-seeking-top-dollar-for-brands-to-advertise-on-its-service-11661980078?mod=hp_lead_pos4\">Web Link</a>\n\n</div>\n","source":"wsj_highlight","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>Netflix Seeking Top Dollar For Brands To Advertise On Its Service</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\">\nNetflix Seeking Top Dollar For Brands To Advertise On Its Service\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/netflix-seeking-top-dollar-for-brands-to-advertise-on-its-service-11661980078?mod=hp_lead_pos4><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NetflixInc. is looking to charge brands premium prices to advertise on its coming ad-supported platform, according to some ad buyers, a sign the streaming giantis expecting strong interest from ...</p>\n\n<a href=\"https://www.wsj.com/articles/netflix-seeking-top-dollar-for-brands-to-advertise-on-its-service-11661980078?mod=hp_lead_pos4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.wsj.com/articles/netflix-seeking-top-dollar-for-brands-to-advertise-on-its-service-11661980078?mod=hp_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157036127","content_text":"NetflixInc. is looking to charge brands premium prices to advertise on its coming ad-supported platform, according to some ad buyers, a sign the streaming giantis expecting strong interest from companiesthat have long looked to reach its audience.Executives from Netflix andMicrosoftCorp., which is supplyingthe technology to facilitate the placementof video ads on Netflix, met with some ad buyers last week, some of the buyers said. Netflix is seeking to charge advertisers roughly $65 for reaching 1,000 viewers, a measure known as CPM, or cost per thousand, the buyers said.That is substantially higher than most other streaming platforms, the buyers said.Netflix has been racing to get a lower-price, ad-supported tier off the ground as it looks for new ways to generate revenue and attract more cost-conscious users. Since announcing its openness to advertising in April—a significant change for a company that has long sold itself as a commercial-free haven—Netflix has made multiple moves, including choosing Microsoft to help launch the service and hiring twoSnapInc. executivesto lead its advertising push.Some of the ad buyers said they were told by Netflix that an ad-supported version would be launched on Nov. 1. In July, Netflix said it was targeting an early 2023 launch for the new tier.Netflix wants to cap the amount any brand can spend annually on its platform at $20 million, in order to ensure that no brand advertises too much on the service and people end up seeing the same ad too often, some of the buyers said.“We are still in the early days of deciding how to launch a lower-priced, ad-supported tier,” Netflix said in a statement. “No decisions have been made.”The ad buyers said they were surprised Netflix would seek such a steep price for ads on an untested platform. However, they said, it isn’t unusual for new entrants in the streaming space to seek high prices and then later negotiate them lower.‘The Sandman’ premiered on Netflix in early August.PHOTO:NETFLIXSince last week’s meetings with ad buyers, Netflix has appointed two new people to lead its ad effort:Jeremi GormanandPeter Naylor, both of whom previously worked at Snap Inc. and whose appointments were announced Tuesday. Both are highly regarded on Madison Avenue and are likely going to bring other ideas to the continuing negotiations.Netflix expects to eventually be able to charge advertisersabout $80 for every 1,000 viewsof an ad by helping them target specific audience segments, The Wall Street Journal previously reported.For years, brands had bemoaned not being able to appear on the biggest streaming services such as Netflix, where consumers—especially younger people—were increasingly migrating as interest in traditional TV waned. More streaming services are starting to embrace ads:Warner Bros. DiscoveryInc.’s HBO Max is offering a plan with commercials, andWalt DisneyCo.’s Disney+ is launchingan ad-supported versionof its service this year.Initially, Netflix plans to sell 15- and 30-second ads that would appear before and during some programs, ad buyers said. The company is looking to keep the ad load to four minutes of ads for every hour of programming—less than some of the other streaming services and much less than traditional TV, the ad buyers said. Ad loads on traditional TV are usually between 18 minutes and 23 minutes an hour, according to Kantar, a research firm.Bloomberg News previously reported some details about Netflix’s ad business, including when in the program and at which frequency the company planned for ads to appear. It also reported Netflix planned to introduce its ad-supported platform in select markets during the final quarter of the year.Netflix wants brands to commit to a year-long upfront ad buy—much the way traditional TV networks have operated for decades—by late September, the buyers said.Ad buyers said Netflix is offering advertisers the ability to target specific sets of users, but said it is less granular than what they have grown accustomed to with online ads. The options Netflix is offering include targeting people that are watching Netflix’s top 10 shows in the U.S.; allowing brands to target people that are watching a specific genre of show such as comedy or drama; or the ability to target ads to a specific country, they said.Advertisers and ad buyers had also hoped they would come up with an entirely new ad experience and not lean on the typical way ads have worked online for decades. Some wanted Netflix to pursue less-traditional options,from product placementto running ads that tie into the show’s content by using the same actors, the Journal previously reported.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991480846,"gmtCreate":1660870305387,"gmtModify":1676536414630,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991480846","repostId":"2260366184","repostType":4,"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991143305,"gmtCreate":1660794865308,"gmtModify":1676536401215,"author":{"id":"3572016423421827","authorId":"3572016423421827","name":"WendyHing","avatar":"https://static.tigerbbs.com/a92616e9e12b99a0ef76bef3a5b1dd9f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572016423421827","idStr":"3572016423421827"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991143305","repostId":"2260903870","repostType":4,"repost":{"id":"2260903870","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660794091,"share":"https://ttm.financial/m/news/2260903870?lang=&edition=fundamental","pubTime":"2022-08-18 11:41","market":"us","language":"en","title":"Tesla Cuts Delivery Waiting Time for Model Y in China to a Minimum of 4 Weeks","url":"https://stock-news.laohu8.com/highlight/detail?id=2260903870","media":"Reuters","summary":"SHANGHAI, Aug 18 (Reuters) - Electric auto giant Tesla said on Thursday it has slashed the delivery ","content":"<html><head></head><body><p>SHANGHAI, Aug 18 (Reuters) - Electric auto giant Tesla said on Thursday it has slashed the delivery waiting time for its Model 3 and Model Y cars in China as it ramps up output at its Shanghai plant after upgrading production lines.</p><p>The waiting time for the rear-wheel drive Model Y sport utility vehicle is now four to eight weeks, while buyers of other versions of the SUV and Model 3 sedans need to wait for 12 to 20 weeks. Tesla previously said a buyer in China had to wait for eight to 24 weeks after placing an order for the best-selling models.</p><p>Tesla confirmed the shortened waiting time, first disclosed on the company&#39;s Chinese website, citing the output ramp-up at its Shanghai plant as one of the reasons.</p><p>The automaker usually delivers more of its cars produced in Shanghai to Chinese customers in the latter half of each quarter, which also brings an acceleration in deliveries, the company said.</p><p>Tesla has completed a major upgrade of the production lines at its Shanghai plant, its most productive manufacturing hub, and is ramping up output with a target of making 22,000 Model 3 and Model Y cars combined each week.</p><p>Chief Executive Elon Musk has said production is a bigger challenge for the company than demand. It is struggling to increase output in its Berlin and Texas plants, while production losses during a two-month COVID-19 lockdown in Shanghai hurt Tesla&#39;s profit margin in the second quarter.</p><p>The company has stopped taking orders for its Cybertruck outside North America, and also for Model 3 Long Range vehicles in the United States and Canada, citing big delivery backlogs.</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>Tesla Cuts Delivery Waiting Time for Model Y in China to a Minimum of 4 Weeks</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\">\nTesla Cuts Delivery Waiting Time for Model Y in China to a Minimum of 4 Weeks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-18 11:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, Aug 18 (Reuters) - Electric auto giant Tesla said on Thursday it has slashed the delivery waiting time for its Model 3 and Model Y cars in China as it ramps up output at its Shanghai plant after upgrading production lines.</p><p>The waiting time for the rear-wheel drive Model Y sport utility vehicle is now four to eight weeks, while buyers of other versions of the SUV and Model 3 sedans need to wait for 12 to 20 weeks. Tesla previously said a buyer in China had to wait for eight to 24 weeks after placing an order for the best-selling models.</p><p>Tesla confirmed the shortened waiting time, first disclosed on the company&#39;s Chinese website, citing the output ramp-up at its Shanghai plant as one of the reasons.</p><p>The automaker usually delivers more of its cars produced in Shanghai to Chinese customers in the latter half of each quarter, which also brings an acceleration in deliveries, the company said.</p><p>Tesla has completed a major upgrade of the production lines at its Shanghai plant, its most productive manufacturing hub, and is ramping up output with a target of making 22,000 Model 3 and Model Y cars combined each week.</p><p>Chief Executive Elon Musk has said production is a bigger challenge for the company than demand. It is struggling to increase output in its Berlin and Texas plants, while production losses during a two-month COVID-19 lockdown in Shanghai hurt Tesla&#39;s profit margin in the second quarter.</p><p>The company has stopped taking orders for its Cybertruck outside North America, and also for Model 3 Long Range vehicles in the United States and Canada, citing big delivery backlogs.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260903870","content_text":"SHANGHAI, Aug 18 (Reuters) - Electric auto giant Tesla said on Thursday it has slashed the delivery waiting time for its Model 3 and Model Y cars in China as it ramps up output at its Shanghai plant after upgrading production lines.The waiting time for the rear-wheel drive Model Y sport utility vehicle is now four to eight weeks, while buyers of other versions of the SUV and Model 3 sedans need to wait for 12 to 20 weeks. Tesla previously said a buyer in China had to wait for eight to 24 weeks after placing an order for the best-selling models.Tesla confirmed the shortened waiting time, first disclosed on the company's Chinese website, citing the output ramp-up at its Shanghai plant as one of the reasons.The automaker usually delivers more of its cars produced in Shanghai to Chinese customers in the latter half of each quarter, which also brings an acceleration in deliveries, the company said.Tesla has completed a major upgrade of the production lines at its Shanghai plant, its most productive manufacturing hub, and is ramping up output with a target of making 22,000 Model 3 and Model Y cars combined each week.Chief Executive Elon Musk has said production is a bigger challenge for the company than demand. It is struggling to increase output in its Berlin and Texas plants, while production losses during a two-month COVID-19 lockdown in Shanghai hurt Tesla's profit margin in the second quarter.The company has stopped taking orders for its Cybertruck outside North America, and also for Model 3 Long Range vehicles in the United States and Canada, citing big delivery backlogs.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}