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02-03 03:17
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Buy/Sell: Wall Street's Top 10 Stock Calls This Week
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01-31
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Tesla's "Supercharged Narrative" Shreds Stock's Valuation Models
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01-29
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01-27
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01-27
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Apple Board Changes: Tim Cook Likely to Become Chairman by 2026
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01-19
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The Adani Group Intends to Raise 71.48 Billion Rupees Following Its Decision to Exit a Joint Venture with Wilmar International.
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01-06
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24H | Nuclear Stocks Jump. Energy Fuels, Nexgen Energy Rise More Than 4%; Oklo, NuScle Power Gain over 3%
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01-02
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Why Nvidia’s Stock Drop Could Be Your Next Big Opportunity
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2024-12-31
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As Nvidia Tests One Line, This Fellow Mag 7 Draws Another
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2024-10-30
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2024-09-18
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2024-09-17
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2024-09-04
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Nvidia’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says
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2024-09-03
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Super Micro CEO Addresses Financial Delay, Short Seller Statements, in New Letter
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2024-08-27
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Nvidia’s Stock Momentum Depends on Answers to These 5 Questions from Earnings
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2024-08-26
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Nvidia, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week
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2024-08-26
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2024-08-23
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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/399355677389360","repostId":"1168223665","repostType":2,"repost":{"id":"1168223665","kind":"news","pubTimestamp":1738461434,"share":"https://ttm.financial/m/news/1168223665?lang=&edition=fundamental","pubTime":"2025-02-02 09:57","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1168223665","media":"the fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of January 27-31.</p><p><strong><u>Top 5 Buy Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> <strong> upgraded to Buy at Benchmark with 2025 bar set "conservatively"</strong></p><p style=\"text-align: start;\">Benchmark upgraded Meta Platforms (META) to Buy from Hold with an $820 price target, citing a "strong" 2025 core business outlook and the firm's belief that Q1 revenue and operating expense guidance "sets a conservative '25E bar." The firm is also "intrigued" with the beginning development of AI engineering agents that can code and problem-solve like "a good mid-level engineer" and awaits more discussion of the potential efficiencies these agents can bring to the R&D line, Benchmark tells investors.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/QRVO\">Qorvo</a> <strong> upgraded to Overweight at Piper Sandler</strong></p><p style=\"text-align: start;\">Piper Sandler upgraded Qorvo (QRVO) to Overweight from Neutral with a price target of $110, up from $85. The firm cites the company's potential for improving fundamentals given Starboard's involvement. Qorvo's current setup is "ripe for this activist to come in and derive operational and capital efficiencies," Piper tells investors in a research note. The firm feels that there could be between $250M-$300M in operating efficiencies if Qorvo were run with a similar operation expense structure as its closest comp, Skyworks (SWKS).</p><p style=\"text-align: start;\"><strong>3. Exane upgrades </strong> <a href=\"https://laohu8.com/S/CSCO\">Cisco</a> <strong> to Outperform with "several catalysts ahead" </strong></p><p style=\"text-align: start;\">Exane BNP Paribas upgraded Cisco (CSCO) to Outperform from Neutral with a price target of $72, up from $57. The firm sees "several catalysts ahead" that can drive Cisco's revenue and earnings growth ahead of expectations. 2025 is the year that ethernet "will start to flourish" in backend artificial intelligence networks. Exane is "encouraged" to see Cisco's growing presence at Meta with the 8501 switches that should begin to ramp in volume Q1.<br/><br/><strong>4. </strong> <a href=\"https://laohu8.com/S/ADSK\">Autodesk</a> <strong> upgraded to Outperform at Mizuho</strong></p><p style=\"text-align: start;\">Mizuho upgraded Autodesk (ADSK) to Outperform from Neutral with a price target of $400, up from $280. With the "smooth rollout" of the new transaction model, Autodesk can achieve $10B in revenue by fiscal 2029, accelerating its five-year annual growth rate to 13% from 11% and delivering $15 in free cash flow per share alongside 400 basis points of margin expansion, despite transition-related financial impacts, the firm tells investors in a research note. Mizuho sees upside to consensus estimates. In addition, signs of a recovery in industry data, positive channel checks and improving macro trends further reinforce a positive outlook on Autodesk fundamentals, contends the firm.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/EA\">Electronic Arts</a> <strong> upgraded to Buy at MoffettNathanson</strong></p><p style=\"text-align: start;\">MoffettNathanson upgraded Electronic Arts (EA) to Buy from Neutral with a $145 price target. While stating that it was "shocked by last week," the firm wondered if the company's release of preliminary Q3 bookings and cut to FY25 bookings guidance was "either a red card or a yellow card" and it is "increasingly of the mind that it might be neither."<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. Bernstein starts </strong> <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> <strong> with Underperform on "mounting risks"</strong></p><p style=\"text-align: start;\">Bernstein initiated coverage of Rivian Automotive (RIVN) with an Underperform rating and $6.10 price target. Rivian has built a brand based on adventure and has the resources to scale it, but it faces slower market growth, rising competition, and limits to the segments its brand can address, the firm tells investors in a research note. Bernstein sees the company succeeding in its plan to reach over 500,000 units by 2030, but says this is not enough to create financial success for shareholders. Rivian's breakeven is "years away" and the company is facing "mounting risks," according to the firm.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/FND\">Floor & Decor Holdings Inc.</a> <strong> downgraded to Sell at Goldman Sachs</strong></p><p style=\"text-align: start;\">Goldman Sachs downgraded Floor & Decor (FND) to Sell from Neutral with an unchanged price target of $79. The firm cites the "well understood expectation" that housing turnover will remain muted with mortgage rates at higher levels for the downgrade. Floor & Decor's fiscal 2026 unit growth could also be below historical opening cadence if sales were to remain pressured, Goldman tells investors in a research note. Further, the firm points out that although the company has reduced its exposure to China sourcing since the last time tariffs were issued, it still has 25% of its product coming from the region, increasing the sensitivity to any headlines or decisions that come out the next several months.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/PD\">PagerDuty, Inc.</a> <strong> double downgraded to Underperform at BofA amid growth headwinds</strong></p><p style=\"text-align: start;\">BofA downgraded PagerDuty (PD) to Underperform from Buy with a price target of $18, down from $23, as the firm does not believe a meaningful acceleration in revenue growth will be seen in calendar year 2025 given headwinds that include slow growth in the core incident response market and increasing competition. In addition, growth investments are to remain steady, so shares could lag peers until revenue growth accelerates and/or margins expand, BofA added.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/HSY\">Hershey</a> <strong> downgraded to Underweight at Piper Sandler</strong></p><p style=\"text-align: start;\">Piper Sandler downgraded Hershey (HSY) to Underweight from Neutral with a price target of $120, down from $153. The firm believes recently elevated cocoa costs will last longer than initially anticipated, adding incremental pressure on the company's' earnings, especially in 2026. The Street's 2026 earnings estimates are at significant risk if current cocoa prices continue to hold, Piper tells investors in a research note. The firm says Hershey is scrambling for cocoa supply, "a potentially worrying sign."</p><p style=\"text-align: start;\"><strong>5. BofA double downgrades </strong> <a href=\"https://laohu8.com/S/MLNK\">MeridianLink, Inc. (ex-Project Angel Parent, LLC)</a> <strong> on "higher-for-longer" rates</strong></p><p style=\"text-align: start;\">BofA downgraded MeridianLink (MLNK) to Underperform from Buy with a price target of $18, down from $28. The company has built an attractive loan origination platform for its target credit union end-market. but expectations of "higher-for-longer" interest rates likely will push out its revenue growth recovery story until 2026, the firm tells investors in a research note. BofA says MeridianLink's revenue model is directly tied to how many mortgage and consumer loan volumes are processed through it. As such, lower volumes will equate to less revenue growth, contends the firm. It believes the shares could lag other vertical software peers until a revenue growth recovery is fully visible.</p></body></html>","source":"lsy1649979459173","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>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</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\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 09:57 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=4062051&headline=RIVN;META;QRVO;SWKS;CSCO;ADSK;EA;FND;PD;HSY;MLNK-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>the fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=4062051&headline=RIVN;META;QRVO;SWKS;CSCO;ADSK;EA;FND;PD;HSY;MLNK-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSCO":"思科","MLNK":"MeridianLink, Inc. (ex-Project Angel Parent, LLC)","META":"Meta Platforms, Inc.","EA":"艺电","RIVN":"Rivian Automotive, Inc.","QRVO":"Qorvo, Inc.","ADSK":"欧特克","PD":"PagerDuty, Inc.","FND":"Floor & Decor Holdings Inc.","HSY":"好时"},"source_url":"https://thefly.com/landingPageNews.php?id=4062051&headline=RIVN;META;QRVO;SWKS;CSCO;ADSK;EA;FND;PD;HSY;MLNK-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168223665","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of January 27-31.Top 5 Buy Calls:1. Meta Platforms, Inc. upgraded to Buy at Benchmark with 2025 bar set \"conservatively\"Benchmark upgraded Meta Platforms (META) to Buy from Hold with an $820 price target, citing a \"strong\" 2025 core business outlook and the firm's belief that Q1 revenue and operating expense guidance \"sets a conservative '25E bar.\" The firm is also \"intrigued\" with the beginning development of AI engineering agents that can code and problem-solve like \"a good mid-level engineer\" and awaits more discussion of the potential efficiencies these agents can bring to the R&D line, Benchmark tells investors.2. Qorvo upgraded to Overweight at Piper SandlerPiper Sandler upgraded Qorvo (QRVO) to Overweight from Neutral with a price target of $110, up from $85. The firm cites the company's potential for improving fundamentals given Starboard's involvement. Qorvo's current setup is \"ripe for this activist to come in and derive operational and capital efficiencies,\" Piper tells investors in a research note. The firm feels that there could be between $250M-$300M in operating efficiencies if Qorvo were run with a similar operation expense structure as its closest comp, Skyworks (SWKS).3. Exane upgrades Cisco to Outperform with \"several catalysts ahead\" Exane BNP Paribas upgraded Cisco (CSCO) to Outperform from Neutral with a price target of $72, up from $57. The firm sees \"several catalysts ahead\" that can drive Cisco's revenue and earnings growth ahead of expectations. 2025 is the year that ethernet \"will start to flourish\" in backend artificial intelligence networks. Exane is \"encouraged\" to see Cisco's growing presence at Meta with the 8501 switches that should begin to ramp in volume Q1.4. Autodesk upgraded to Outperform at MizuhoMizuho upgraded Autodesk (ADSK) to Outperform from Neutral with a price target of $400, up from $280. With the \"smooth rollout\" of the new transaction model, Autodesk can achieve $10B in revenue by fiscal 2029, accelerating its five-year annual growth rate to 13% from 11% and delivering $15 in free cash flow per share alongside 400 basis points of margin expansion, despite transition-related financial impacts, the firm tells investors in a research note. Mizuho sees upside to consensus estimates. In addition, signs of a recovery in industry data, positive channel checks and improving macro trends further reinforce a positive outlook on Autodesk fundamentals, contends the firm.5. Electronic Arts upgraded to Buy at MoffettNathansonMoffettNathanson upgraded Electronic Arts (EA) to Buy from Neutral with a $145 price target. While stating that it was \"shocked by last week,\" the firm wondered if the company's release of preliminary Q3 bookings and cut to FY25 bookings guidance was \"either a red card or a yellow card\" and it is \"increasingly of the mind that it might be neither.\"Top 5 Sell Calls:1. Bernstein starts Rivian Automotive, Inc. with Underperform on \"mounting risks\"Bernstein initiated coverage of Rivian Automotive (RIVN) with an Underperform rating and $6.10 price target. Rivian has built a brand based on adventure and has the resources to scale it, but it faces slower market growth, rising competition, and limits to the segments its brand can address, the firm tells investors in a research note. Bernstein sees the company succeeding in its plan to reach over 500,000 units by 2030, but says this is not enough to create financial success for shareholders. Rivian's breakeven is \"years away\" and the company is facing \"mounting risks,\" according to the firm.2. Floor & Decor Holdings Inc. downgraded to Sell at Goldman SachsGoldman Sachs downgraded Floor & Decor (FND) to Sell from Neutral with an unchanged price target of $79. The firm cites the \"well understood expectation\" that housing turnover will remain muted with mortgage rates at higher levels for the downgrade. Floor & Decor's fiscal 2026 unit growth could also be below historical opening cadence if sales were to remain pressured, Goldman tells investors in a research note. Further, the firm points out that although the company has reduced its exposure to China sourcing since the last time tariffs were issued, it still has 25% of its product coming from the region, increasing the sensitivity to any headlines or decisions that come out the next several months.3. PagerDuty, Inc. double downgraded to Underperform at BofA amid growth headwindsBofA downgraded PagerDuty (PD) to Underperform from Buy with a price target of $18, down from $23, as the firm does not believe a meaningful acceleration in revenue growth will be seen in calendar year 2025 given headwinds that include slow growth in the core incident response market and increasing competition. In addition, growth investments are to remain steady, so shares could lag peers until revenue growth accelerates and/or margins expand, BofA added.4. Hershey downgraded to Underweight at Piper SandlerPiper Sandler downgraded Hershey (HSY) to Underweight from Neutral with a price target of $120, down from $153. The firm believes recently elevated cocoa costs will last longer than initially anticipated, adding incremental pressure on the company's' earnings, especially in 2026. The Street's 2026 earnings estimates are at significant risk if current cocoa prices continue to hold, Piper tells investors in a research note. The firm says Hershey is scrambling for cocoa supply, \"a potentially worrying sign.\"5. BofA double downgrades MeridianLink, Inc. (ex-Project Angel Parent, LLC) on \"higher-for-longer\" ratesBofA downgraded MeridianLink (MLNK) to Underperform from Buy with a price target of $18, down from $28. The company has built an attractive loan origination platform for its target credit union end-market. but expectations of \"higher-for-longer\" interest rates likely will push out its revenue growth recovery story until 2026, the firm tells investors in a research note. BofA says MeridianLink's revenue model is directly tied to how many mortgage and consumer loan volumes are processed through it. As such, lower volumes will equate to less revenue growth, contends the firm. It believes the shares could lag other vertical software peers until a revenue growth recovery is fully visible.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398525247251032,"gmtCreate":1738321430870,"gmtModify":1738321433294,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/398525247251032","repostId":"1144622176","repostType":2,"repost":{"id":"1144622176","kind":"news","pubTimestamp":1738320756,"share":"https://ttm.financial/m/news/1144622176?lang=&edition=fundamental","pubTime":"2025-01-31 18:52","market":"us","language":"en","title":"Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models","url":"https://stock-news.laohu8.com/highlight/detail?id=1144622176","media":"Bloomberg","summary":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and","content":"<html><head></head><body><ul style=\"\"><li><p>Shares rose almost 3% even though earnings, revenue fell short</p></li><li><p>Stock ‘completely divorced from fundamentals,’ JPMorgan says</p></li></ul><p>Tesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.</p><p style=\"text-align: start;\">The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.</p><p style=\"text-align: start;\">That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2711d38e731c957baf21488bee950263\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.</p><p>The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.</p><p style=\"text-align: start;\">“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”</p><p style=\"text-align: start;\">Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.</p><p style=\"text-align: start;\">Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.</p><p style=\"text-align: start;\">Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.</p><p style=\"text-align: start;\">Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.</p><p style=\"text-align: start;\">Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.</p><p style=\"text-align: start;\">“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”<br/></p></body></html>","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>Tesla's \"Supercharged Narrative\" Shreds Stock's Valuation Models</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's \"Supercharged Narrative\" Shreds Stock's Valuation Models\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 18:52 GMT+8 <a href=https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?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":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-31/tesla-s-supercharged-narrative-shreds-stock-s-valuation-models?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144622176","content_text":"Shares rose almost 3% even though earnings, revenue fell shortStock ‘completely divorced from fundamentals,’ JPMorgan saysTesla Inc.’s quarterly results this week drove home the lesson that profit and sales numbers don’t seem to matter much for this stock anymore. Instead, it’s Elon Musk’s narrative that’s wooing investors at the moment.The electric-vehicle maker’s fourth-quarter earnings fell short of analysts’ expectations pretty much across the board. Profit, revenue and margins all missed. Even its sales growth outlook for 2025 was dialed back. Yet, the stock closed up 2.9% on Thursday, as investors shrugged off the disappointing report and instead focused on Musk’s upbeat tone on the robotaxi business, humanoid robots and artificial intelligence.That’s an unusual reaction from equity investors, especially after they bid up the stock ahead of the report by nearly 80% since late October. As a result of that rally, the typically expensive valuation of the shares climbed to even loftier heights and dwarfed that of other mega-cap technology companies’ seen as Tesla’s peers. As of Thursday’s close, the EV maker’s stock was trading at 127 times forward earnings, compared to the 31 times average multiple for the biggest seven tech stocks.Tesla is the only Magnificent Seven company whose profits for 2024 fell from 2023 levels. For the rest, earnings either grew or are estimated to rise in a comparable fiscal year, though not all have reported yet.The disconnect between the company’s business fundamentals and its stock price elicited exasperations from Wall Street analysts who cover the stock.“Who cares about estimates when Tesla is providing you supercharged narrative command,” said Dan Levy of Barclays, while JPMorgan’s Ryan Brinkman said the shares have “become completely divorced from fundamentals.”Evercore ISI’s Chris McNally, who estimates that less than 40% of Tesla’s market capitalization is tied to EV and energy operations, noted that “analyzing Tesla from a quarterly results perspective is becoming increasingly problematic.” McNally and Barclays’ Levy have the equivalent of a hold rating on the stock, while JPMorgan’s Brinkman recommends selling.Even the more bullish analysts found very little to feel cheerful about in the report. Canaccord Genuity’s George Gianarikas, who has a buy rating on Tesla, said the “results, and some near-term commentary left us less than nourished.” Truist analyst William Stein asked, “where’s the beef?,” noting that while Musk played the role of cheerleader, management was remarkably short on two critical points — details about new vehicles in 2025 and milestones for the AI achievements, especially the full-self-driving technology.Tesla shares have been on a tearing run since Donald Trump won the US election in November, as investors bet that the friendship between Musk and the president will help the company realize its AI ambitions. But given the EV business still brings in 90% of its revenue, the health of that operation remains key.Indeed, there are growing concerns about Tesla, even if the stock prices suggests otherwise. The company’s slowing EV sales and eroding profitability reflect steadily growing competition, which is forcing it to heavily discount its cars in order to boost sales. Then there is the new Republican government in Washington that is staunchly anti-EV. In his first few days as the President, Trump has already ordered his team to look into reversing Biden-era policies meant to boost the industry and encourage consumers to buy electric cars.Tesla is a major beneficiary of these Biden policies and stands to lose from any aggressive rollbacks. At the same time, its robotaxi — on which a huge chunk of its $1.3 trillion market value rests — is far from a viable product right now, and it may be a while before it is ready for full commercial use. Musk on Wednesday said the company expects to start offering a paid service in Austin this June using self-driving Teslas that won’t rely on humans supervising the steering wheel.“The earnings were terrible, but this company is now all hopes and dreams for Musk’s vision of autonomous driving and robotaxi,” said Thomas Thornton, founder at Hedge Fund Telemetry. “This is a market where fundamentals don’t matter anymore, people are buying assets such as Fartcoin that has obviously no intrinsic value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397785661162024,"gmtCreate":1738140948238,"gmtModify":1738140952681,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/397785661162024","repostId":"1127110656","repostType":2,"repost":{"id":"1127110656","kind":"news","pubTimestamp":1738139400,"share":"https://ttm.financial/m/news/1127110656?lang=&edition=fundamental","pubTime":"2025-01-29 16:30","market":"us","language":"en","title":"What Did We Learn from the DeepSeek Scare?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127110656","media":"Seeking Alpha","summary":"Wall Street on Monday was given a major wake-up call in the developments around Chinese artificial intelligence (AI) startup DeepSeek. The company's low-cost model came as a sobering reality check for","content":"<html><head></head><body><p>Wall Street on Monday was given a major wake-up call in the developments around Chinese artificial intelligence (AI) startup DeepSeek. The company's low-cost model came as a sobering reality check for megacap U.S. firms that have poured billions into AI, while forcing traders to take another look at their massive valuations.</p><p style=\"text-align: left;\">U.S. chip giant and AI darling Nvidia (NVDA) was undoubtedly the biggest loser from the DeepSeek saga. The firm, which has become the leader in high-performance AI chips, saw a staggering $593B in value wiped off its stock.</p><p style=\"text-align: left;\">Chip and AI stocks in general took it on the chin on Monday. The Philadelphia Semiconductor Index (SOX) slumped -9.15%, while the VanEck Semiconductor ETF (SMH) plunged -9.83%. The overall S&P 500 Information Technology sector slipped -5.58%, while its accompanying Technology Select Sector SPDR Fund ETF (XLK) decreased -4.90%.</p><p style=\"text-align: left;\">Nvidia's (NVDA) AI-linked Magnificent 7 peers, Microsoft (MSFT) and Alphabet (GOOG)(GOOGL), fell -2.1% and about -4%, respectively. On the other hand, Apple (AAPL) gained +3.2% to once again become the world's largest publicly listed company.</p><p style=\"text-align: left;\">The tech-heavy Nasdaq Composite (COMP:IND) shed -3.07% on Monday - its worst session of the new year. The Nasdaq 100 (NDX) fell -2.97%.</p><p style=\"text-align: left;\">Investors moved to the safety of defensive sectors and the bond market. The S&P 500 Consumer Staples sector added +2.85% on Monday, while its accompanying Consumer Staples Select Sector SPDR Fund ETF (XLP) moved up +2.71%. Meanwhile, the benchmark U.S. 10-year Treasury yield (US10Y) fell 3 basis points.</p><p style=\"text-align: left;\">Wall Street (SP500) on Tuesday rebounded from the DeepSeek selloff, as some calm returned to markets.</p><p style=\"text-align: left;\">"Today’s rally after the DeepSeek led technology sell-off yesterday indicates that the worse case scenario that was feared by investors yesterday might not come to fruition. The ultimate answer to these questions will begin to come into focus with Microsoft and Meta announcing earnings after the close tomorrow and Apple on Thursday evening," Chris Fasciano, chief market strategist at Commonwealth Financial Network, said.</p><p style=\"text-align: left;\">"Investors will be focused on the comments from management teams about how they see DeepSeek impacting the development of the AI market going forward and what if any impact it will have on their spending plans and outlook going forward," Fasciano added.</p><p style=\"text-align: left;\">Some of the key takeaways from the DeepSeek scare:</p><p style=\"text-align: left;\">It was a reminder of the outsized role tech stocks have right now in terms of driving market direction. The bulk of the bull run over the last two years was driven by the Magnificent 7 and the AI trade.</p><p style=\"text-align: left;\">"Fundamentally, the reason that this DeepSeek release is such an issue is because the performance of global equities since late-2022 has been powered by U.S. tech stocks. For instance, Nvidia was up +239% in 2023, and then another +171% in 2024, surging rapidly to become the world’s most valuable company by market cap as recently as Friday (down to third yesterday)," Deutsche Bank's Jim Reid said.</p><p style=\"text-align: left;\">"And more broadly, this rally for the S&P 500 has been an unusually narrow one in terms of the companies pushing the index higher, of the sort we haven’t seen since the dot com bubble in the late-1990s. So while that doesn’t make it unsustainable per se, it means that it’s highly vulnerable to a correction among that Magnificent 7 group," Reid added.</p><p style=\"text-align: left;\">It was also a reminder of the disruptive power of technology. Despite curbs on exports of high-performance AI chips to China, DeepSeek's strong performance and low-cost nature will likely cause a big rethink of the major capital expenditure that U.S. tech firms are committing to.</p><p style=\"text-align: left;\">"The market is telling us that cheap, open source AI is a good thing. Less AI-related CapEx means larger buybacks and higher dividends from established companies that can market useful AI tools to large global user bases. Their past investments are sunk costs, irrelevant to tomorrow’s stock prices. AI is now a product development and marketing challenge, not a sinkhole for capital," Jessica Rabe, co-founder of DataTrek Research, said.</p><p style=\"text-align: left;\">Here are some exchange-traded funds with the largest exposure to the Magnificent 7: (MAGS), (FNGS), (MGK), (XLG), and (OEF).</p><p style=\"text-align: left;\">Here are some tech ETFs: (VGT), (XLK), (IYW), (FTEC), (IXN), and (RSPT).</p><p style=\"text-align: left;\">And some popular ETFs that track the benchmark S&P 500 (<u>SP500</u>): (SPY), (VOO), (IVV), (RSP), (SSO), (UPRO), (SH), (SDS), and (SPXU).</p></body></html>","source":"lsy1728464409321","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>What Did We Learn from the DeepSeek Scare?</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\">\nWhat Did We Learn from the DeepSeek Scare?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-29 16:30 GMT+8 <a href=https://seekingalpha.com/news/4399784-what-did-we-learn-from-the-deepseek-scare><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street on Monday was given a major wake-up call in the developments around Chinese artificial intelligence (AI) startup DeepSeek. The company's low-cost model came as a sobering reality check for...</p>\n\n<a href=\"https://seekingalpha.com/news/4399784-what-did-we-learn-from-the-deepseek-scare\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","META":"Meta Platforms, Inc.","NVDA":"英伟达","SOX":"费城半导体指数","GOOGL":"谷歌A","MSFT":"微软","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/news/4399784-what-did-we-learn-from-the-deepseek-scare","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127110656","content_text":"Wall Street on Monday was given a major wake-up call in the developments around Chinese artificial intelligence (AI) startup DeepSeek. The company's low-cost model came as a sobering reality check for megacap U.S. firms that have poured billions into AI, while forcing traders to take another look at their massive valuations.U.S. chip giant and AI darling Nvidia (NVDA) was undoubtedly the biggest loser from the DeepSeek saga. The firm, which has become the leader in high-performance AI chips, saw a staggering $593B in value wiped off its stock.Chip and AI stocks in general took it on the chin on Monday. The Philadelphia Semiconductor Index (SOX) slumped -9.15%, while the VanEck Semiconductor ETF (SMH) plunged -9.83%. The overall S&P 500 Information Technology sector slipped -5.58%, while its accompanying Technology Select Sector SPDR Fund ETF (XLK) decreased -4.90%.Nvidia's (NVDA) AI-linked Magnificent 7 peers, Microsoft (MSFT) and Alphabet (GOOG)(GOOGL), fell -2.1% and about -4%, respectively. On the other hand, Apple (AAPL) gained +3.2% to once again become the world's largest publicly listed company.The tech-heavy Nasdaq Composite (COMP:IND) shed -3.07% on Monday - its worst session of the new year. The Nasdaq 100 (NDX) fell -2.97%.Investors moved to the safety of defensive sectors and the bond market. The S&P 500 Consumer Staples sector added +2.85% on Monday, while its accompanying Consumer Staples Select Sector SPDR Fund ETF (XLP) moved up +2.71%. Meanwhile, the benchmark U.S. 10-year Treasury yield (US10Y) fell 3 basis points.Wall Street (SP500) on Tuesday rebounded from the DeepSeek selloff, as some calm returned to markets.\"Today’s rally after the DeepSeek led technology sell-off yesterday indicates that the worse case scenario that was feared by investors yesterday might not come to fruition. The ultimate answer to these questions will begin to come into focus with Microsoft and Meta announcing earnings after the close tomorrow and Apple on Thursday evening,\" Chris Fasciano, chief market strategist at Commonwealth Financial Network, said.\"Investors will be focused on the comments from management teams about how they see DeepSeek impacting the development of the AI market going forward and what if any impact it will have on their spending plans and outlook going forward,\" Fasciano added.Some of the key takeaways from the DeepSeek scare:It was a reminder of the outsized role tech stocks have right now in terms of driving market direction. The bulk of the bull run over the last two years was driven by the Magnificent 7 and the AI trade.\"Fundamentally, the reason that this DeepSeek release is such an issue is because the performance of global equities since late-2022 has been powered by U.S. tech stocks. For instance, Nvidia was up +239% in 2023, and then another +171% in 2024, surging rapidly to become the world’s most valuable company by market cap as recently as Friday (down to third yesterday),\" Deutsche Bank's Jim Reid said.\"And more broadly, this rally for the S&P 500 has been an unusually narrow one in terms of the companies pushing the index higher, of the sort we haven’t seen since the dot com bubble in the late-1990s. So while that doesn’t make it unsustainable per se, it means that it’s highly vulnerable to a correction among that Magnificent 7 group,\" Reid added.It was also a reminder of the disruptive power of technology. Despite curbs on exports of high-performance AI chips to China, DeepSeek's strong performance and low-cost nature will likely cause a big rethink of the major capital expenditure that U.S. tech firms are committing to.\"The market is telling us that cheap, open source AI is a good thing. Less AI-related CapEx means larger buybacks and higher dividends from established companies that can market useful AI tools to large global user bases. Their past investments are sunk costs, irrelevant to tomorrow’s stock prices. AI is now a product development and marketing challenge, not a sinkhole for capital,\" Jessica Rabe, co-founder of DataTrek Research, said.Here are some exchange-traded funds with the largest exposure to the Magnificent 7: (MAGS), (FNGS), (MGK), (XLG), and (OEF).Here are some tech ETFs: (VGT), (XLK), (IYW), (FTEC), (IXN), and (RSPT).And some popular ETFs that track the benchmark S&P 500 (SP500): (SPY), (VOO), (IVV), (RSP), (SSO), (UPRO), (SH), (SDS), and (SPXU).","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397135870399048,"gmtCreate":1737982028316,"gmtModify":1737982030481,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/397135870399048","repostId":"2506810380","repostType":2,"repost":{"id":"2506810380","kind":"highlight","pubTimestamp":1737764195,"share":"https://ttm.financial/m/news/2506810380?lang=&edition=fundamental","pubTime":"2025-01-25 08:16","market":"us","language":"en","title":"Salesforce, Inc. (CRM) Gains Momentum with AI Tool Agentforce, Projecting Strong Revenue Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2506810380","media":"Insider Monkey","summary":"We recently compiled a list of the 10 Trending AI Stocks on Wall Street's Radar.In this article, we are going to take a look at where Salesforce, Inc. stands against the other AI stocks.As leaders of some of the biggest companies, economists and world leaders congregated at the 2025 Davos Promenade in Switzerland, artificial intelligence is one topic that featured prominently. It did not come as a surprise, given the AI boom has propelled the market caps of some companies, with some becoming trillion-dollar empires.This year's WEF covered both the risks associated with rapidly evolving systems and the latest developments in artificial intelligence. The focus was on current developments with AI agents and artificial general intelligence, or AGI, which describes AI systems that are more intelligent than humans. One thing that came out clear is that a majority of company executives, 58%, expect generative AI solutions to be adopted at scale this year.The Stargate project intends to immed","content":"<html><body><p>We recently compiled a list of the <strong>10 Trending AI Stocks on Wall Street's Radar</strong>.<strong> </strong>In this article, we are going to take a look at where Salesforce, Inc. (NYSE:CRM) stands against the other AI stocks.</p>\n<p>As leaders of some of the biggest companies, economists and world leaders congregated at the 2025 Davos Promenade in Switzerland, artificial intelligence is one topic that featured prominently. It did not come as a surprise, given the AI boom has propelled the market caps of some companies, with some becoming trillion-dollar empires.</p>\n<p>This year's WEF covered both the risks associated with rapidly evolving systems and the latest developments in artificial intelligence. The focus was on current developments with AI agents and artificial general intelligence, or AGI, which describes AI systems that are more intelligent than humans. One thing that came out clear is that a majority of company executives, 58%, expect generative AI solutions to be adopted at scale this year.</p>\n<p>However, even as AI continues to dominate most spaces, the question remains whether companies and businesses have the infrastructure and skills to get the most out of the revolutionary technology. “From boosting operational efficiency to delivering insights and discovering new opportunities, AI has the power to redefine how businesses operate. Yet, for many organizations, this potential remains out of reach “because the road to AI adoption is strewn with challenges that often derail success,” said Paul Pallath, vice president of applied AI at technology consulting firm Search.</p>\n<p>Businesses must overcome these obstacles and lay a strong foundation for long-term AI integration if AI is to provide genuine value, according to Pallath. Developing a data infrastructure to support AI initiatives is one of the most difficult tasks.</p>\n<p>According to an EY survey of 500 senior business executives in the United States last year, 83% of participants stated that having a more robust data infrastructure would speed up their company's adoption of AI. Two-thirds acknowledged that a lack of infrastructure is hampering their companies' adoption of AI.</p>\n<p>The new US administration under Donald Trump has found an answer to the infrastructure concern that some people believe has hampered growth in the sector. A $500 billion Stargate project involving major tech companies could help accelerate the country's AI infrastructure development.</p>\n<blockquote>\n<p>“Infrastructure in the United States is super important, AI is a little bit different from other kinds of software in that it requires massive amounts of infrastructure, power, computer chips, data centers, and we need to build that here and we need to be able to have the best AI infrastructure in the world to be able to lead with the technology and the capabilities, “said OpenAI’s Sam Altman.</p>\n</blockquote>\n<p>The Stargate project intends to immediately deploy the first $100 billion, beginning with a data centre in Abilene, Texas, that is 500,000 square feet in size. There are plans to build nine more facilities, with the possibility of expanding to twenty.</p>\n<p>The $500 billion Stargate project comes when tech giants and startups are racing to gain a head start and strengthen their product portfolio around artificial intelligence. Funding to AI-related companies reached over $100 billion in 2024, up more than 80% from $55.6 billion in 2023. Amid the massive AI investment, investment opportunities are also cropping up in the equity markets.</p>\n<p><em><strong>Our Methodology</strong></em></p>\n<p>For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/dZ2ABL8myrwNAHROE.TpvQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/057172d1bddd5e7eaee5fc08e2756794\" width=\"1456\"/> A customer service team in an office setting using the company's Customer 360 platform to communicate with customers. \n<h3>Salesforce, Inc. (NYSE:CRM)</h3>\n<p><strong><em>Number of Hedge Fund Holders: 116</em></strong></p>\n<p>Salesforce, Inc. (NYSE:CRM) is a software application company that provides solutions for connecting businesses with customers. Its services include sales to store data, monitor leads and progress, forecast opportunities, and artificial intelligence. On January 23rd, the company’s CEO, Marc Benioff, affirmed they are on course to secure thousands of deals for the new artificial intelligence tool Agentforce.</p>\n<p>The remarks at the World Economic Forum in Davos underline the growing momentum for artificial intelligence across sectors, on which Salesforce, Inc. (NYSE:CRM) is increasingly capitalizing. According to Benioff, the accelerated adoption of Agentforce affirms unparalleled growth for Salesforce. While the company’s sales were up by 8% in the third quarter to $9.4 billion, management is projecting revenues of $9.9 billion for the fourth quarter and earnings of $10.10 billion attributed to gains due to AI.</p>\n<p>Agentforce is a perfect example of AI agent technology that is becoming increasingly popular. They are believed to be the next step or generation to Microsoft’s backed ChatGPT. On January 23rd, analysts at Bank of America reiterated that Agentforce has the potential to trigger the next phase of growth owing to a more favorable spending environment.</p>\n<p>Overall CRM <strong>ranks 1st</strong> on our list of trending AI stocks on Wall Street's radar. While we acknowledge the potential of CRM as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for a deeply undervalued AI stock that is more promising than CRM but that trades at less than 5 times its earnings, check out our report about the<strong> cheapest AI stock.</strong></p> \n<p><b>READ NEXT: </b><b>20 Best AI Stocks To Buy Now</b><b> and </b><b>Complete List of 59 AI Companies Under $2 Billion in Market Cap.</b></p> \n<p>Disclosure: None. This article was originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","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>Salesforce, Inc. (CRM) Gains Momentum with AI Tool Agentforce, Projecting Strong Revenue Growth</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\">\nSalesforce, Inc. (CRM) Gains Momentum with AI Tool Agentforce, Projecting Strong Revenue Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-25 08:16 GMT+8 <a href=https://finance.yahoo.com/news/salesforce-inc-crm-gains-momentum-001635601.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 10 Trending AI Stocks on Wall Street's Radar. In this article, we are going to take a look at where Salesforce, Inc. (NYSE:CRM) stands against the other AI stocks.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/salesforce-inc-crm-gains-momentum-001635601.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/salesforce-inc-crm-gains-momentum-001635601.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2506810380","content_text":"We recently compiled a list of the 10 Trending AI Stocks on Wall Street's Radar. In this article, we are going to take a look at where Salesforce, Inc. (NYSE:CRM) stands against the other AI stocks.\nAs leaders of some of the biggest companies, economists and world leaders congregated at the 2025 Davos Promenade in Switzerland, artificial intelligence is one topic that featured prominently. It did not come as a surprise, given the AI boom has propelled the market caps of some companies, with some becoming trillion-dollar empires.\nThis year's WEF covered both the risks associated with rapidly evolving systems and the latest developments in artificial intelligence. The focus was on current developments with AI agents and artificial general intelligence, or AGI, which describes AI systems that are more intelligent than humans. One thing that came out clear is that a majority of company executives, 58%, expect generative AI solutions to be adopted at scale this year.\nHowever, even as AI continues to dominate most spaces, the question remains whether companies and businesses have the infrastructure and skills to get the most out of the revolutionary technology. “From boosting operational efficiency to delivering insights and discovering new opportunities, AI has the power to redefine how businesses operate. Yet, for many organizations, this potential remains out of reach “because the road to AI adoption is strewn with challenges that often derail success,” said Paul Pallath, vice president of applied AI at technology consulting firm Search.\nBusinesses must overcome these obstacles and lay a strong foundation for long-term AI integration if AI is to provide genuine value, according to Pallath. Developing a data infrastructure to support AI initiatives is one of the most difficult tasks.\nAccording to an EY survey of 500 senior business executives in the United States last year, 83% of participants stated that having a more robust data infrastructure would speed up their company's adoption of AI. Two-thirds acknowledged that a lack of infrastructure is hampering their companies' adoption of AI.\nThe new US administration under Donald Trump has found an answer to the infrastructure concern that some people believe has hampered growth in the sector. A $500 billion Stargate project involving major tech companies could help accelerate the country's AI infrastructure development.\n\n“Infrastructure in the United States is super important, AI is a little bit different from other kinds of software in that it requires massive amounts of infrastructure, power, computer chips, data centers, and we need to build that here and we need to be able to have the best AI infrastructure in the world to be able to lead with the technology and the capabilities, “said OpenAI’s Sam Altman.\n\nThe Stargate project intends to immediately deploy the first $100 billion, beginning with a data centre in Abilene, Texas, that is 500,000 square feet in size. There are plans to build nine more facilities, with the possibility of expanding to twenty.\nThe $500 billion Stargate project comes when tech giants and startups are racing to gain a head start and strengthen their product portfolio around artificial intelligence. Funding to AI-related companies reached over $100 billion in 2024, up more than 80% from $55.6 billion in 2023. Amid the massive AI investment, investment opportunities are also cropping up in the equity markets.\nOur Methodology\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A customer service team in an office setting using the company's Customer 360 platform to communicate with customers. \nSalesforce, Inc. (NYSE:CRM)\nNumber of Hedge Fund Holders: 116\nSalesforce, Inc. (NYSE:CRM) is a software application company that provides solutions for connecting businesses with customers. Its services include sales to store data, monitor leads and progress, forecast opportunities, and artificial intelligence. On January 23rd, the company’s CEO, Marc Benioff, affirmed they are on course to secure thousands of deals for the new artificial intelligence tool Agentforce.\nThe remarks at the World Economic Forum in Davos underline the growing momentum for artificial intelligence across sectors, on which Salesforce, Inc. (NYSE:CRM) is increasingly capitalizing. According to Benioff, the accelerated adoption of Agentforce affirms unparalleled growth for Salesforce. While the company’s sales were up by 8% in the third quarter to $9.4 billion, management is projecting revenues of $9.9 billion for the fourth quarter and earnings of $10.10 billion attributed to gains due to AI.\nAgentforce is a perfect example of AI agent technology that is becoming increasingly popular. They are believed to be the next step or generation to Microsoft’s backed ChatGPT. On January 23rd, analysts at Bank of America reiterated that Agentforce has the potential to trigger the next phase of growth owing to a more favorable spending environment.\nOverall CRM ranks 1st on our list of trending AI stocks on Wall Street's radar. While we acknowledge the potential of CRM as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for a deeply undervalued AI stock that is more promising than CRM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. \nREAD NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap. \nDisclosure: None. This article was originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397134882628040,"gmtCreate":1737981970003,"gmtModify":1737981974103,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/397134882628040","repostId":"1157473544","repostType":2,"repost":{"id":"1157473544","kind":"news","pubTimestamp":1737979825,"share":"https://ttm.financial/m/news/1157473544?lang=&edition=fundamental","pubTime":"2025-01-27 20:10","market":"us","language":"en","title":"Apple Board Changes: Tim Cook Likely to Become Chairman by 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=1157473544","media":"GuruFocus.com","summary":"Apple Inc. is anticipating significant changes in its board of directors as two members approach the recommended retirement age of 75. Current CEO Tim Cook is expected to take over as chairman in 2026","content":"<html><head></head><body><p>Apple Inc. is anticipating significant changes in its board of directors as two members approach the recommended retirement age of 75. Current CEO Tim Cook is expected to take over as chairman in 2026. Art Levinson, the current chairman, will turn 75 in March 2025, which typically signals impending retirement. Levinson has served on Apple's board since 2010 and is also a board member for Uber and Citroën.</p><p style=\"text-align: start;\">The announcement of Levinson's departure could come as early as February during Apple's annual shareholder meeting. He may choose to retire later this year or in early 2026, making him the second board member to retire in recent times. This opens the possibility for Cook, who is 64, to succeed Levinson as chairman. Alternatively, Cook might appoint another current or new board member to the chairman role.</p><p style=\"text-align: start;\">Tim Cook joined Apple in 1998 as Vice President, overseeing computer manufacturing, and became CEO in August 2011. Under his leadership, Apple launched milestone products like the iPhone 4S, iPhone 5, and iPhone X, and continued to innovate in AI, augmented reality, and virtual reality. His focus on user experience and data privacy has earned consumer trust and support.</p><p style=\"text-align: start;\">During Cook's tenure as CEO, Apple's stock price soared, and in 2018, it became the first company to reach a market value of $1 trillion. Despite fluctuations in 2019, Apple's year-end market value returned to $1 trillion, achieving a decade-high in market cap and P/E ratio. Cook is praised for maintaining Apple's operational stability.</p><p style=\"text-align: start;\">In 2024, Cook's compensation is set at $74.6 million, an 18% increase from the previous year, consisting of a $3 million base salary, $58.1 million in stock awards, and about $13.5 million in other compensation.</p></body></html>","source":"lsy1693978884634","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>Apple Board Changes: Tim Cook Likely to Become Chairman by 2026</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\">\nApple Board Changes: Tim Cook Likely to Become Chairman by 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 20:10 GMT+8 <a href=https://www.gurufocus.com/news/2661125/nvidia-tops-jefferies-magnificent-seven-rankings-microsoft-trails-behind><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc. is anticipating significant changes in its board of directors as two members approach the recommended retirement age of 75. Current CEO Tim Cook is expected to take over as chairman in 2026...</p>\n\n<a href=\"https://www.gurufocus.com/news/2661125/nvidia-tops-jefferies-magnificent-seven-rankings-microsoft-trails-behind\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.gurufocus.com/news/2661125/nvidia-tops-jefferies-magnificent-seven-rankings-microsoft-trails-behind","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157473544","content_text":"Apple Inc. is anticipating significant changes in its board of directors as two members approach the recommended retirement age of 75. Current CEO Tim Cook is expected to take over as chairman in 2026. Art Levinson, the current chairman, will turn 75 in March 2025, which typically signals impending retirement. Levinson has served on Apple's board since 2010 and is also a board member for Uber and Citroën.The announcement of Levinson's departure could come as early as February during Apple's annual shareholder meeting. He may choose to retire later this year or in early 2026, making him the second board member to retire in recent times. This opens the possibility for Cook, who is 64, to succeed Levinson as chairman. Alternatively, Cook might appoint another current or new board member to the chairman role.Tim Cook joined Apple in 1998 as Vice President, overseeing computer manufacturing, and became CEO in August 2011. Under his leadership, Apple launched milestone products like the iPhone 4S, iPhone 5, and iPhone X, and continued to innovate in AI, augmented reality, and virtual reality. His focus on user experience and data privacy has earned consumer trust and support.During Cook's tenure as CEO, Apple's stock price soared, and in 2018, it became the first company to reach a market value of $1 trillion. Despite fluctuations in 2019, Apple's year-end market value returned to $1 trillion, achieving a decade-high in market cap and P/E ratio. Cook is praised for maintaining Apple's operational stability.In 2024, Cook's compensation is set at $74.6 million, an 18% increase from the previous year, consisting of a $3 million base salary, $58.1 million in stock awards, and about $13.5 million in other compensation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394139567997120,"gmtCreate":1737251752192,"gmtModify":1737251754519,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/394139567997120","repostId":"1164021130","repostType":4,"repost":{"id":"1164021130","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings","home_visible":1,"media_name":"TigerNews SG","id":"1050470178","head_image":"https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709"},"pubTimestamp":1736751090,"share":"https://ttm.financial/m/news/1164021130?lang=&edition=fundamental","pubTime":"2025-01-13 14:51","market":"sg","language":"en","title":"The Adani Group Intends to Raise 71.48 Billion Rupees Following Its Decision to Exit a Joint Venture with Wilmar International.","url":"https://stock-news.laohu8.com/highlight/detail?id=1164021130","media":"TigerNews SG","summary":"The Adani Group aims to raise 71.48 billion rupees (approximately S$1.1 billion) by selling up to a 20% stake in Mumbai-listed Adani Wilmar, as it exits non-core activities to concentrate on its core ","content":"<p>The Adani Group aims to raise 71.48 billion rupees (approximately S$1.1 billion) by selling up to a 20% stake in Mumbai-listed Adani Wilmar, as it exits non-core activities to concentrate on its core infrastructure businesses.</p><p style=\"text-align: start;\">According to a stock exchange filing on Thursday (January 9), the shares will be divested through an offer-for-sale window of the stock exchanges, with a floor price set at 275 rupees per share. The offering will take place over two trading days, beginning on January 10 for institutional investors and high net worth individuals, and on January 13 for retail buyers. Adani Wilmar shares closed at 323.45 rupees in Mumbai, with a slight decline of 0.8%.</p><p style=\"text-align: start;\">Adani Commodities, one of the founders of Adani Wilmar, will sell 175.45 million shares, representing a 13.5% stake, with an additional greenshoe option to offer 84.5 million shares, or a 6.5% stake, as stated in the filing.</p><p>This represents the initial phase of the port-to-power conglomerate's withdrawal from the joint venture, in which it holds a 44% stake. In the subsequent phase, Singapore's Wilmar International has agreed to acquire the remaining stake at a price not exceeding 305 rupees.</p><p style=\"text-align: start;\">Upon completion of these transactions, the Gautam Adani-led conglomerate will fully exit the firm and utilize the proceeds to strengthen its core infrastructure ventures, including airports and renewable energy.</p><p style=\"text-align: start;\">The stake sale is occurring amidst legal challenges faced by Adani in the United States, where federal prosecutors have accused him of being involved in a bribery scheme to secure contracts in India. Rating agencies have highlighted this as a potential risk to the group's fund-raising efforts and have placed multiple Adani firms under negative watch.</p><p>Adani Wilmar was scheduled to initiate a share sale last year in order to comply with a local securities law, which mandates that at least 25% of the company's holdings must be owned by public shareholders within three years of its listing.</p><p style=\"text-align: start;\">The company listed in 2022 and has until February to adhere to this regulation. In August 2023, Bloomberg reported that Adani Enterprises was considering selling a stake in its consumer-staple joint venture to allocate capital towards its core business.</p>","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>The Adani Group Intends to Raise 71.48 Billion Rupees Following Its Decision to Exit a Joint Venture with Wilmar International.</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\">\nThe Adani Group Intends to Raise 71.48 Billion Rupees Following Its Decision to Exit a Joint Venture with Wilmar International.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1050470178\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/f17a9a7b68c877792d5e556261e9e709);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TigerNews SG </p>\n<p class=\"h-time\">2025-01-13 14:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The Adani Group aims to raise 71.48 billion rupees (approximately S$1.1 billion) by selling up to a 20% stake in Mumbai-listed Adani Wilmar, as it exits non-core activities to concentrate on its core infrastructure businesses.</p><p style=\"text-align: start;\">According to a stock exchange filing on Thursday (January 9), the shares will be divested through an offer-for-sale window of the stock exchanges, with a floor price set at 275 rupees per share. The offering will take place over two trading days, beginning on January 10 for institutional investors and high net worth individuals, and on January 13 for retail buyers. Adani Wilmar shares closed at 323.45 rupees in Mumbai, with a slight decline of 0.8%.</p><p style=\"text-align: start;\">Adani Commodities, one of the founders of Adani Wilmar, will sell 175.45 million shares, representing a 13.5% stake, with an additional greenshoe option to offer 84.5 million shares, or a 6.5% stake, as stated in the filing.</p><p>This represents the initial phase of the port-to-power conglomerate's withdrawal from the joint venture, in which it holds a 44% stake. In the subsequent phase, Singapore's Wilmar International has agreed to acquire the remaining stake at a price not exceeding 305 rupees.</p><p style=\"text-align: start;\">Upon completion of these transactions, the Gautam Adani-led conglomerate will fully exit the firm and utilize the proceeds to strengthen its core infrastructure ventures, including airports and renewable energy.</p><p style=\"text-align: start;\">The stake sale is occurring amidst legal challenges faced by Adani in the United States, where federal prosecutors have accused him of being involved in a bribery scheme to secure contracts in India. Rating agencies have highlighted this as a potential risk to the group's fund-raising efforts and have placed multiple Adani firms under negative watch.</p><p>Adani Wilmar was scheduled to initiate a share sale last year in order to comply with a local securities law, which mandates that at least 25% of the company's holdings must be owned by public shareholders within three years of its listing.</p><p style=\"text-align: start;\">The company listed in 2022 and has until February to adhere to this regulation. In August 2023, Bloomberg reported that Adani Enterprises was considering selling a stake in its consumer-staple joint venture to allocate capital towards its core business.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F34.SI":"丰益国际"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164021130","content_text":"The Adani Group aims to raise 71.48 billion rupees (approximately S$1.1 billion) by selling up to a 20% stake in Mumbai-listed Adani Wilmar, as it exits non-core activities to concentrate on its core infrastructure businesses.According to a stock exchange filing on Thursday (January 9), the shares will be divested through an offer-for-sale window of the stock exchanges, with a floor price set at 275 rupees per share. The offering will take place over two trading days, beginning on January 10 for institutional investors and high net worth individuals, and on January 13 for retail buyers. Adani Wilmar shares closed at 323.45 rupees in Mumbai, with a slight decline of 0.8%.Adani Commodities, one of the founders of Adani Wilmar, will sell 175.45 million shares, representing a 13.5% stake, with an additional greenshoe option to offer 84.5 million shares, or a 6.5% stake, as stated in the filing.This represents the initial phase of the port-to-power conglomerate's withdrawal from the joint venture, in which it holds a 44% stake. In the subsequent phase, Singapore's Wilmar International has agreed to acquire the remaining stake at a price not exceeding 305 rupees.Upon completion of these transactions, the Gautam Adani-led conglomerate will fully exit the firm and utilize the proceeds to strengthen its core infrastructure ventures, including airports and renewable energy.The stake sale is occurring amidst legal challenges faced by Adani in the United States, where federal prosecutors have accused him of being involved in a bribery scheme to secure contracts in India. Rating agencies have highlighted this as a potential risk to the group's fund-raising efforts and have placed multiple Adani firms under negative watch.Adani Wilmar was scheduled to initiate a share sale last year in order to comply with a local securities law, which mandates that at least 25% of the company's holdings must be owned by public shareholders within three years of its listing.The company listed in 2022 and has until February to adhere to this regulation. In August 2023, Bloomberg reported that Adani Enterprises was considering selling a stake in its consumer-staple joint venture to allocate capital towards its core business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389666306166880,"gmtCreate":1736141078099,"gmtModify":1736141080240,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/389666306166880","repostId":"1170992277","repostType":2,"repost":{"id":"1170992277","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736139852,"share":"https://ttm.financial/m/news/1170992277?lang=&edition=fundamental","pubTime":"2025-01-06 13:04","market":"us","language":"en","title":"24H | Nuclear Stocks Jump. Energy Fuels, Nexgen Energy Rise More Than 4%; Oklo, NuScle Power Gain over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170992277","media":"Tiger Newspress","summary":"Nuclear stocks are surging in overnight trading as analysts are growing optimistic over the sector's prospects. $Energy Fuels(UUUU)$ rose 4.88%; $Nexgen Energy(NXE)$ rose 4.17%; $Oklo Inc.(OKLO)$, $N","content":"<html><head></head><body><p>Nuclear stocks are surging in overnight trading as analysts are growing optimistic over the sector's prospects. <a href=\"https://laohu8.com/S/UUUU\">Energy Fuels</a> rose 4.88%; <a href=\"https://laohu8.com/S/NXE\">Nexgen Energy</a> rose 4.17%; <a href=\"https://laohu8.com/S/OKLO\">Oklo Inc.</a>, <a href=\"https://laohu8.com/S/SMR\">NuScle Power</a>, <a href=\"https://laohu8.com/S/VIST\">Vista Energy</a> rose around 3%; <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a> rose over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/55e24edaefaa2563042e7cf30ae6a696\" tg-width=\"475\" tg-height=\"448\"/></p><p>On Friday, UBS analyst William Appicelli reiterated his Buy ratings for Vistra and Constellation Energy. He raised his price target for Vistra stock to $174 from $161 and slightly lowered his forecast for shares of Constellation Energy to $289 from $307.</p><p>Vistra is the second-largest owner of independent nuclear power plants, with only Constellation Energy being bigger.</p><p>"Independent power companies should benefit from strong demand and energy/capacity prices in 2025," Appicelli wrote.</p><p>Investors have been bidding up the stocks on excitement over how nuclear-power companies stand to benefit from the rising demand for electricity at artificial-intelligence data centers. Vistra and Constellation are among the best-performing stocks over the last 12 months, with gains of 312% and 117%, respectively.</p><p>There has been a flurry of deals in the energy sector over the past year: Large technology companies have signed contracts with nuclear power companies to provide electricity for their future data centers.</p><p>Morgan Stanley analyst David Arcaro expects more deals at higher prices going forward. "We think tech companies would be generally willing to pay higher prices given sustainability targets and less budgetary pressure," the analyst wrote in a note to clients Thursday.</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>24H | Nuclear Stocks Jump. Energy Fuels, Nexgen Energy Rise More Than 4%; Oklo, NuScle Power Gain over 3%</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\">\n24H | Nuclear Stocks Jump. Energy Fuels, Nexgen Energy Rise More Than 4%; Oklo, NuScle Power Gain over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-06 13:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nuclear stocks are surging in overnight trading as analysts are growing optimistic over the sector's prospects. <a href=\"https://laohu8.com/S/UUUU\">Energy Fuels</a> rose 4.88%; <a href=\"https://laohu8.com/S/NXE\">Nexgen Energy</a> rose 4.17%; <a href=\"https://laohu8.com/S/OKLO\">Oklo Inc.</a>, <a href=\"https://laohu8.com/S/SMR\">NuScle Power</a>, <a href=\"https://laohu8.com/S/VIST\">Vista Energy</a> rose around 3%; <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a> rose over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/55e24edaefaa2563042e7cf30ae6a696\" tg-width=\"475\" tg-height=\"448\"/></p><p>On Friday, UBS analyst William Appicelli reiterated his Buy ratings for Vistra and Constellation Energy. He raised his price target for Vistra stock to $174 from $161 and slightly lowered his forecast for shares of Constellation Energy to $289 from $307.</p><p>Vistra is the second-largest owner of independent nuclear power plants, with only Constellation Energy being bigger.</p><p>"Independent power companies should benefit from strong demand and energy/capacity prices in 2025," Appicelli wrote.</p><p>Investors have been bidding up the stocks on excitement over how nuclear-power companies stand to benefit from the rising demand for electricity at artificial-intelligence data centers. Vistra and Constellation are among the best-performing stocks over the last 12 months, with gains of 312% and 117%, respectively.</p><p>There has been a flurry of deals in the energy sector over the past year: Large technology companies have signed contracts with nuclear power companies to provide electricity for their future data centers.</p><p>Morgan Stanley analyst David Arcaro expects more deals at higher prices going forward. "We think tech companies would be generally willing to pay higher prices given sustainability targets and less budgetary pressure," the analyst wrote in a note to clients Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CEG":"Constellation Energy Corp","OKLO":"Oklo Inc.","UUUU":"Energy Fuels Inc","NXE":"Nexgen Energy Ltd.","SMR":"NuScale Power","VIST":"Vista Energy"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170992277","content_text":"Nuclear stocks are surging in overnight trading as analysts are growing optimistic over the sector's prospects. Energy Fuels rose 4.88%; Nexgen Energy rose 4.17%; Oklo Inc., NuScle Power, Vista Energy rose around 3%; Constellation Energy Corp rose over 2%.On Friday, UBS analyst William Appicelli reiterated his Buy ratings for Vistra and Constellation Energy. He raised his price target for Vistra stock to $174 from $161 and slightly lowered his forecast for shares of Constellation Energy to $289 from $307.Vistra is the second-largest owner of independent nuclear power plants, with only Constellation Energy being bigger.\"Independent power companies should benefit from strong demand and energy/capacity prices in 2025,\" Appicelli wrote.Investors have been bidding up the stocks on excitement over how nuclear-power companies stand to benefit from the rising demand for electricity at artificial-intelligence data centers. Vistra and Constellation are among the best-performing stocks over the last 12 months, with gains of 312% and 117%, respectively.There has been a flurry of deals in the energy sector over the past year: Large technology companies have signed contracts with nuclear power companies to provide electricity for their future data centers.Morgan Stanley analyst David Arcaro expects more deals at higher prices going forward. \"We think tech companies would be generally willing to pay higher prices given sustainability targets and less budgetary pressure,\" the analyst wrote in a note to clients Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388100581421400,"gmtCreate":1735792628246,"gmtModify":1735792631641,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/388100581421400","repostId":"1152684510","repostType":2,"repost":{"id":"1152684510","kind":"news","pubTimestamp":1735788600,"share":"https://ttm.financial/m/news/1152684510?lang=&edition=fundamental","pubTime":"2025-01-02 11:30","market":"us","language":"en","title":"Why Nvidia’s Stock Drop Could Be Your Next Big Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1152684510","media":"Smartphone Magazine","summary":"Shares of Nvidia closed out 2024 on a downtrend, sparking broader concerns around the valuation of AI companies. After an impressive post-earnings peak in November, the tech giant’s stock has dipped 1","content":"<html><head></head><body><p>Shares of Nvidia closed out 2024 on a downtrend, sparking broader concerns around the valuation of AI companies. After an impressive post-earnings peak in November, the tech giant’s stock has dipped 12%. This decline reflects a market-wide reassessment of AI stocks, with companies like Microsoft, Amazon, and Google experiencing similar end-of-year selling.</p><p>Despite reporting solid results for the latest quarter in November, Nvidia investors were left wanting more optimism for the upcoming earnings report due on February 26. This lack of an upward revision from Nvidia’s management contributed to the stock’s recent performance.</p><p style=\"text-align: start;\">However, there are rays of hope on the horizon. Analysts are bullish about Nvidia’s role in robotics, suggesting it could serve as a major growth catalyst by 2025. This potential has kept interest high, even as the stock flirts with critical price levels.</p><p style=\"text-align: start;\">Throughout December, Nvidia’s price hovered between $135 and $140. It slipped closer to $130 as market volatility spurred investor caution. The $130 mark has long been a pivotal level for the stock, often acting as both a support and resistance point. Falling below this threshold could hasten selling, potentially pushing the price down to $120—a point some view as a “Healthy Correction.”</p><p>Ultimately, from a strategic viewpoint, Nvidia retains strong long-term prospects, with expectations of a continual bull market. The current price target stands at $175, indicating room for growth and opportunity for savvy investors.</p><h3 id=\"id_3165283462\" style=\"text-align: start;\">Nvidia’s Potential to Shine: Analyst Insights and Future Trends</h3><p style=\"text-align: start;\">The tech world was abuzz as 2024 ended with Nvidia’s stock on a downtrend, highlighting broader concerns about the valuation in the AI sector. Despite this, there are compelling factors and future predictions that make Nvidia a key player to watch.</p><p style=\"text-align: start;\"><strong>New Innovations in Robotics</strong></p><p style=\"text-align: start;\">Analysts remain optimistic about Nvidia’s potential, particularly in the burgeoning field of robotics. This sector is poised to act as a significant growth catalyst for the company by 2025. Nvidia’s advancements in AI-driven robotics could revolutionize industries ranging from manufacturing to healthcare, offering new solutions such as automated assembly lines and sophisticated surgical robots.</p><p><strong>Market Analysis: Current Dynamics and Future Trajectory</strong></p><p style=\"text-align: start;\">The market’s reassessment of AI stocks, including giants like Microsoft, Amazon, and Google, reflects a natural correction after an unprecedented rally. Nvidia’s slight dip could represent a “Healthy Correction,” offering investors a unique entry point at lower price levels. The stock’s recent behavior around the $130 mark—acting as both a support and resistance point—underscores its pivotal role in investor strategy.</p><p style=\"text-align: start;\"><strong>Emerging Trends and Predictions</strong></p><p style=\"text-align: start;\">Looking forward, Nvidia’s market dynamics indicate a blend of caution and opportunity. The $175 price target highlights room for appreciation, driven by potential breakthroughs in fields like autonomous vehicles and AI-enhanced chip technology. As industries increasingly adopt AI solutions, Nvidia is positioned to benefit substantially.</p><p><strong>Strategic Insights and Long-term Prospects</strong></p><p style=\"text-align: start;\">Despite recent fluctuations, Nvidia’s strategic outlook remains robust. The tech giant is continuously expanding its product portfolio, focusing on high-performance AI chips and efficient data centers. With increasing demand for AI applications, Nvidia’s core capabilities align perfectly to capture future market needs.</p><p style=\"text-align: start;\">In conclusion, while Nvidia’s recent stock performance reflects market volatility, its long-term prospects driven by innovations and strategic growth areas like robotics offer promising potential for investors.</p></body></html>","source":"lsy1734932934646","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>Why Nvidia’s Stock Drop Could Be Your Next Big Opportunity</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\">\nWhy Nvidia’s Stock Drop Could Be Your Next Big Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-02 11:30 GMT+8 <a href=https://smartphonemagazine.nl/en/2024/12/31/new-title-why-nvidias-stock-drop-could-be-your-next-big-opportunity/><strong>Smartphone Magazine</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nvidia closed out 2024 on a downtrend, sparking broader concerns around the valuation of AI companies. After an impressive post-earnings peak in November, the tech giant’s stock has dipped ...</p>\n\n<a href=\"https://smartphonemagazine.nl/en/2024/12/31/new-title-why-nvidias-stock-drop-could-be-your-next-big-opportunity/\">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://smartphonemagazine.nl/en/2024/12/31/new-title-why-nvidias-stock-drop-could-be-your-next-big-opportunity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152684510","content_text":"Shares of Nvidia closed out 2024 on a downtrend, sparking broader concerns around the valuation of AI companies. After an impressive post-earnings peak in November, the tech giant’s stock has dipped 12%. This decline reflects a market-wide reassessment of AI stocks, with companies like Microsoft, Amazon, and Google experiencing similar end-of-year selling.Despite reporting solid results for the latest quarter in November, Nvidia investors were left wanting more optimism for the upcoming earnings report due on February 26. This lack of an upward revision from Nvidia’s management contributed to the stock’s recent performance.However, there are rays of hope on the horizon. Analysts are bullish about Nvidia’s role in robotics, suggesting it could serve as a major growth catalyst by 2025. This potential has kept interest high, even as the stock flirts with critical price levels.Throughout December, Nvidia’s price hovered between $135 and $140. It slipped closer to $130 as market volatility spurred investor caution. The $130 mark has long been a pivotal level for the stock, often acting as both a support and resistance point. Falling below this threshold could hasten selling, potentially pushing the price down to $120—a point some view as a “Healthy Correction.”Ultimately, from a strategic viewpoint, Nvidia retains strong long-term prospects, with expectations of a continual bull market. The current price target stands at $175, indicating room for growth and opportunity for savvy investors.Nvidia’s Potential to Shine: Analyst Insights and Future TrendsThe tech world was abuzz as 2024 ended with Nvidia’s stock on a downtrend, highlighting broader concerns about the valuation in the AI sector. Despite this, there are compelling factors and future predictions that make Nvidia a key player to watch.New Innovations in RoboticsAnalysts remain optimistic about Nvidia’s potential, particularly in the burgeoning field of robotics. This sector is poised to act as a significant growth catalyst for the company by 2025. Nvidia’s advancements in AI-driven robotics could revolutionize industries ranging from manufacturing to healthcare, offering new solutions such as automated assembly lines and sophisticated surgical robots.Market Analysis: Current Dynamics and Future TrajectoryThe market’s reassessment of AI stocks, including giants like Microsoft, Amazon, and Google, reflects a natural correction after an unprecedented rally. Nvidia’s slight dip could represent a “Healthy Correction,” offering investors a unique entry point at lower price levels. The stock’s recent behavior around the $130 mark—acting as both a support and resistance point—underscores its pivotal role in investor strategy.Emerging Trends and PredictionsLooking forward, Nvidia’s market dynamics indicate a blend of caution and opportunity. The $175 price target highlights room for appreciation, driven by potential breakthroughs in fields like autonomous vehicles and AI-enhanced chip technology. As industries increasingly adopt AI solutions, Nvidia is positioned to benefit substantially.Strategic Insights and Long-term ProspectsDespite recent fluctuations, Nvidia’s strategic outlook remains robust. The tech giant is continuously expanding its product portfolio, focusing on high-performance AI chips and efficient data centers. With increasing demand for AI applications, Nvidia’s core capabilities align perfectly to capture future market needs.In conclusion, while Nvidia’s recent stock performance reflects market volatility, its long-term prospects driven by innovations and strategic growth areas like robotics offer promising potential for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387522584244528,"gmtCreate":1735651511032,"gmtModify":1735651514772,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/387522584244528","repostId":"2495574961","repostType":2,"repost":{"id":"2495574961","kind":"highlight","pubTimestamp":1735582862,"share":"https://ttm.financial/m/news/2495574961?lang=&edition=fundamental","pubTime":"2024-12-31 02:21","market":"sg","language":"en","title":"As Nvidia Tests One Line, This Fellow Mag 7 Draws Another","url":"https://stock-news.laohu8.com/highlight/detail?id=2495574961","media":"Blockhead","summary":"After top funds poured money into Meta Platforms this month, Meta stock looks to reclaim an earlier buy point.","content":"<html><body><div>\n<p>As 2024 draws to a close, <strong>Nvidia</strong> (NVDA) continues to cling to support at its 21-day exponential moving average. At the same time, <strong>Meta Platforms</strong> (META) looks to ring in the New Year with a return to buy range after drawing a line of support at its 50-day benchmark. After getting an analyst's upgrade, saying the social media giant has plenty of upside in 2025, Meta stock stands just 1% shy of retaking its prior buy point.</p>\n<p>Both Magnificent Seven stocks also maintain their spots on IBD Leaderboard as they look to close out the year on a positive note.</p>\n<span>\n<span>\n<span jw-video-key=\"bpzdr5Om\" vid-authors=\"AMY SMITH, MATTHEW GALGANI, ALEXIS GARCIA\" vid-cat=\"How To Trade Stocks With IBD Tools\" vid-date=\"08/19/2024\" vid-date-tmsp=\"1724076137\" vid-dom-id=\"9336663-6772f14b8fe41\" vid-id=\"9336663\" vid-image=\"https://www.investors.com/wp-content/uploads/2024/08/bpzdr5Om-640x360.jpg\" vid-name=\"Hone Your Stock Market Investing Skills With IBD Meetup Groups\" vid-repeat=\"1\" vid-top=\"\" vid-url=\"https://content.jwplatform.com/manifests/bpzdr5Om.m3u8\" vid-width=\"100\">\n<span>↑</span>\n<span>X</span>\n<span>\n<span></span>\n<div>\n<div>\nHone Your Stock Market Investing Skills With IBD Meetup Groups\n</div>\n<div>\nSee All Videos\n</div>\n</div>\n</span>\n<span>\n<span>NOW PLAYING</span>\n<span>Hone Your Stock Market Investing Skills With IBD Meetup Groups</span>\n</span>\n</span>\n</span>\n</span>\n<h2>Top Funds Bet Big On Meta Stock, Pass On Nvidia</h2>\n<p>Meta Platforms did not join Nvidia and <strong>Palantir Technologies</strong> (PLTR) on the list of the best 100 stocks of 2024. But Meta stock did join Palantir on December's list of new buys by the best mutual funds. Once again absent, Nvidia has not made this monthly screen since June.</p>\n<p>These top-performing money managers scooped up over $2.4 billion worth of Meta stock in the December report. Palantir saw an infusion of a whopping $15.9 billion.</p>\n<p>While Meta currently earns a subpar D+ Accumulation/Distribution Rating and 0.8 up/down volume ratio, the Facebook, WhatsApp and Instagram parent sports eight quarters of rising fund ownership.</p>\n<p>By comparison, Nvidia has a D- Accumulation/Distribution Rating, a 0.9 up/down volume ratio and eight quarters of rising fund ownership.</p>\n<p>Meta stock sports a 97 Composite Rating, slightly below Nvidia's 98 rating.</p>\n<hr/>\n<p><strong>How To Invest In 2025: Draw Lines, Not Conclusions</strong></p>\n<hr/>\n<h2>Meta, Nvidia Showcase Support And Resistance</h2>\n<p>Heading into 2025, investors can gauge technical health or weakness in a stock by looking for areas of support and resistance.</p>\n<p>Meta Platforms has continued to find support at its 50-day line since retaking that benchmark in late November. In a sign of improving technical strength, note how it 21-day line also crossed back above the longer-term 50-day line earlier this month.</p>\n<p>The stock's next test will be at the 602.95 buy point it initially cleared on Dec 3. That entry was from a third-stage flat base.</p>\n<p>Nvidia now faces a test at its 50-day line after climbing above its 21-day moving average on Monday. As is the case with Meta stock, Nvidia 's latest setup is from a late-stage base. The AI juggernaut has formed a double-bottom base with a 146.54 buy point.</p>\n<p>Such late-stage formations entail more risk than first- and second-stage bases.</p>\n<p>So as 2024 ends and the new year approaches, watch the action of Meta and Nvidia around their key moving averages. And keep in mind how both are in older bases as the AI giants try to keep their impressive moves from this year going.</p>\n<div><div></div></div>\n<p><em>Follow Matthew Galgani on X (formerly Twitter) at</em> @IBD_MGalgani.</p>\n<p><strong>YOU MAY ALSO LIKE:</strong></p>\n<p>Meta Seen As Well Positioned To Build On Rally In 2025 Despite Rising AI Costs</p>\n<p>Nvidia Remains AWOL, But Palantir Stock Strikes Again — Big Time</p>\n<p>How To Invest In Nvidia And Beyond In 2025: Draw Lines, Not Conclusions</p>\n<p>Discover The Next Palantir Or Hot IPO In 2025 With This Tool</p>\n<p>Find And Analyze Top Growth Stocks With IBD Leaderboard</p>\n</div></body></html>","source":"investor_business_daily_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>As Nvidia Tests One Line, This Fellow Mag 7 Draws Another</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\">\nAs Nvidia Tests One Line, This Fellow Mag 7 Draws Another\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-31 02:21 GMT+8 <a href=https://www.investors.com/research/how-to-find-the-best-stocks-to-buy/meta-stock-meta-platforms-nvidia-stock/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As 2024 draws to a close, Nvidia (NVDA) continues to cling to support at its 21-day exponential moving average. At the same time, Meta Platforms (META) looks to ring in the New Year with a return to ...</p>\n\n<a href=\"https://www.investors.com/research/how-to-find-the-best-stocks-to-buy/meta-stock-meta-platforms-nvidia-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.investors.com/wp-content/uploads/2024/12/Stock-futuristicVRworld-genAI-01-adobe-150x150.jpg","relate_stocks":{},"source_url":"https://www.investors.com/research/how-to-find-the-best-stocks-to-buy/meta-stock-meta-platforms-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2495574961","content_text":"As 2024 draws to a close, Nvidia (NVDA) continues to cling to support at its 21-day exponential moving average. At the same time, Meta Platforms (META) looks to ring in the New Year with a return to buy range after drawing a line of support at its 50-day benchmark. After getting an analyst's upgrade, saying the social media giant has plenty of upside in 2025, Meta stock stands just 1% shy of retaking its prior buy point.\nBoth Magnificent Seven stocks also maintain their spots on IBD Leaderboard as they look to close out the year on a positive note.\n\n\n\n↑\nX\n\n\n\n\nHone Your Stock Market Investing Skills With IBD Meetup Groups\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nHone Your Stock Market Investing Skills With IBD Meetup Groups\n\n\n\n\nTop Funds Bet Big On Meta Stock, Pass On Nvidia\nMeta Platforms did not join Nvidia and Palantir Technologies (PLTR) on the list of the best 100 stocks of 2024. But Meta stock did join Palantir on December's list of new buys by the best mutual funds. Once again absent, Nvidia has not made this monthly screen since June.\nThese top-performing money managers scooped up over $2.4 billion worth of Meta stock in the December report. Palantir saw an infusion of a whopping $15.9 billion.\nWhile Meta currently earns a subpar D+ Accumulation/Distribution Rating and 0.8 up/down volume ratio, the Facebook, WhatsApp and Instagram parent sports eight quarters of rising fund ownership.\nBy comparison, Nvidia has a D- Accumulation/Distribution Rating, a 0.9 up/down volume ratio and eight quarters of rising fund ownership.\nMeta stock sports a 97 Composite Rating, slightly below Nvidia's 98 rating.\n\nHow To Invest In 2025: Draw Lines, Not Conclusions\n\nMeta, Nvidia Showcase Support And Resistance\nHeading into 2025, investors can gauge technical health or weakness in a stock by looking for areas of support and resistance.\nMeta Platforms has continued to find support at its 50-day line since retaking that benchmark in late November. In a sign of improving technical strength, note how it 21-day line also crossed back above the longer-term 50-day line earlier this month.\nThe stock's next test will be at the 602.95 buy point it initially cleared on Dec 3. That entry was from a third-stage flat base.\nNvidia now faces a test at its 50-day line after climbing above its 21-day moving average on Monday. As is the case with Meta stock, Nvidia 's latest setup is from a late-stage base. The AI juggernaut has formed a double-bottom base with a 146.54 buy point.\nSuch late-stage formations entail more risk than first- and second-stage bases.\nSo as 2024 ends and the new year approaches, watch the action of Meta and Nvidia around their key moving averages. And keep in mind how both are in older bases as the AI giants try to keep their impressive moves from this year going.\n\nFollow Matthew Galgani on X (formerly Twitter) at @IBD_MGalgani.\nYOU MAY ALSO LIKE:\nMeta Seen As Well Positioned To Build On Rally In 2025 Despite Rising AI Costs\nNvidia Remains AWOL, But Palantir Stock Strikes Again — Big Time\nHow To Invest In Nvidia And Beyond In 2025: Draw Lines, Not Conclusions\nDiscover The Next Palantir Or Hot IPO In 2025 With This Tool\nFind And Analyze Top Growth Stocks With IBD Leaderboard","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370625835704328,"gmtCreate":1731502894333,"gmtModify":1731502896489,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/370625835704328","repostId":"2483004844","repostType":2,"repost":{"id":"2483004844","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731502247,"share":"https://ttm.financial/m/news/2483004844?lang=&edition=fundamental","pubTime":"2024-11-13 20:50","market":"fut","language":"en","title":"Spotify Stock Jumps on Subscriber Record. Why It Got a Downgrade After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2483004844","media":"Dow Jones","summary":"Spotify stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.Spotify shares rose 7.2% to $449.74 in premarket trading Wednesday. The stock has more than doubled in value so far this year.Third-quarter earnings came in at 1.45 euros a share on revenue of 4 billion euros. While that was lower than the 1.","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.</p><p>Spotify shares rose 8% in premarket trading Wednesday. The stock has more than doubled in value so far this year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bdcc03e747c4861f473072e178224fa\" tg-width=\"421\" tg-height=\"399\"/></p><p>But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.</p><p>An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.</p><p>Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.</p><p>Third-quarter earnings came in at 1.45 euros ($1.54) a share on revenue of 4 billion euros. While that was lower than the 1.69 euros a share on revenue of 4.03 billion euros predicted by analysts polled by FactSet, the strong fourth-quarter outlook appeared to make up for it.</p><p>Monthly active users (MAU) in the quarter were 640 million and premium subscribers amounted to 252 million, up by double-digits from last year and above the company's own guidance.</p><p>Spotify has forecast fourth-quarter profit above Wall Street estimates, and now sees total MAU at 665 million and premium subscribers climbing to 260 million.</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>Spotify Stock Jumps on Subscriber Record. Why It Got a Downgrade After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpotify Stock Jumps on Subscriber Record. Why It Got a Downgrade After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-13 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.</p><p>Spotify shares rose 8% in premarket trading Wednesday. The stock has more than doubled in value so far this year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bdcc03e747c4861f473072e178224fa\" tg-width=\"421\" tg-height=\"399\"/></p><p>But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.</p><p>An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.</p><p>Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.</p><p>Third-quarter earnings came in at 1.45 euros ($1.54) a share on revenue of 4 billion euros. While that was lower than the 1.69 euros a share on revenue of 4.03 billion euros predicted by analysts polled by FactSet, the strong fourth-quarter outlook appeared to make up for it.</p><p>Monthly active users (MAU) in the quarter were 640 million and premium subscribers amounted to 252 million, up by double-digits from last year and above the company's own guidance.</p><p>Spotify has forecast fourth-quarter profit above Wall Street estimates, and now sees total MAU at 665 million and premium subscribers climbing to 260 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483004844","content_text":"Spotify Technology S.A. stock rose early Wednesday after the audio streaming platform posted quarterly earnings and gave an upbeat outlook for subscriber and user growth.Spotify shares rose 8% in premarket trading Wednesday. The stock has more than doubled in value so far this year.But one analyst downgraded the stock. PhillipCapital analyst Jonathan Woo changed his recommendation from Buy to Accumulate, indicating that perhaps investors should go a little easy on the Spotify, which is up 141% over the past 12 months.An Accumulate rating is still a form of a buy recommendation. Woo cited the recent price gains as a reason for the downgrade and still increased his price target by 15% to $485.Other analysts followed suit increasing their price targets after the earnings report. Evercore hiked its price target by 9% to $500, KeyBanc by 6% to $520, and Benchmark by 18% to $520.Third-quarter earnings came in at 1.45 euros ($1.54) a share on revenue of 4 billion euros. While that was lower than the 1.69 euros a share on revenue of 4.03 billion euros predicted by analysts polled by FactSet, the strong fourth-quarter outlook appeared to make up for it.Monthly active users (MAU) in the quarter were 640 million and premium subscribers amounted to 252 million, up by double-digits from last year and above the company's own guidance.Spotify has forecast fourth-quarter profit above Wall Street estimates, and now sees total MAU at 665 million and premium subscribers climbing to 260 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365748274307104,"gmtCreate":1730294687093,"gmtModify":1730294691017,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/365748274307104","repostId":"2479016142","repostType":2,"repost":{"id":"2479016142","kind":"highlight","pubTimestamp":1730290706,"share":"https://ttm.financial/m/news/2479016142?lang=&edition=fundamental","pubTime":"2024-10-30 20:18","market":"us","language":"en","title":"Meta to report Q3 earnings with AI, ad sales in focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2479016142","media":"Yahoo Finance","summary":"Facebook parent company Meta will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its own right, up there with the likes of Microsoft , Google , and Amazon , and investors are on board for the ride.Meta stock has shot up 66% year to date and 26% over the last three months. For comparison, Amazon shares are up 25% over the last three months, while Google shares are up 21%. Microsoft’s stock price, meanwhile, is up 15% during the same time period.Meta’s earnings follow a report by The Information that the company is working on its own search functionality for its Meta AI service that will allow users to ask questions and get answers about current events. The goal is to ensure Meta will no longer have to rely on Google's or Microsoft’s search engines to answer certain user queries.Beyond spending concerns, Meta is also facing a host of high-","content":"<html><body><p>Facebook parent company Meta (META) will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its own right, up there with the likes of Microsoft (MSFT), Google (GOOG, GOOGL), and Amazon (AMZN), and investors are on board for the ride.</p>\n<p>Meta stock has shot up 66% year to date and 26% over the last three months. For comparison, Amazon shares are up 25% over the last three months, while Google shares are up 21%. Microsoft’s stock price, meanwhile, is up 15% during the same time period.</p>\n<p>For the third quarter, Wall Street is expecting Meta to report earnings per share (EPS) of $5.25 on revenue of $40.2 billion, according to analysts' estimates compiled by Bloomberg. The company saw earnings per share of $4.50 on revenue of $34.1 billion in the same quarter last year.</p>\n<p>Advertising revenue is expected to come in at $39.7 billion versus $33.6 billion during the third quarter of 2023. Meta’s Reality Labs segment, which includes sales of its Quest augmented reality line of headsets, is expected to generate $312 million, up from $210 million.</p>\n<p>Meta’s AI strategy includes rolling out its Llama family of models across its consumer offerings and advertiser products. It’s also offering the platform as open-source software. To that end, Meta reported that organizations ranging from Accenture (ACN) and DoorDash (DASH) to Goldman Sachs (GS) are using Llama to develop their own AI software.</p>\n<p>Meta’s earnings follow a report by The Information that the company is working on its own search functionality for its Meta AI service that will allow users to ask questions and get answers about current events. The goal is to ensure Meta will no longer have to rely on Google's or Microsoft’s search engines to answer certain user queries.</p>\n<figure>\n<img src=\"https://s.yimg.com/os/creatr-uploaded-images/2024-09/7dc2b5e0-7e0a-11ef-bc4e-8daee8e28f16\"/>\n<figcaption>\n Meta CEO Mark Zuckerberg shows off a prototype of the company's Orion augmented reality glasses at Meta Connect in October. (Photo by Andrej Sokolow/picture alliance via Getty Images)\n </figcaption>\n<div>\n picture alliance via Getty Images\n </div>\n</figure>\n<p>The company is also coming off of a successful Meta Connect conference, during which it debuted a working prototype of its Orion augmented reality glasses. The device, which is still in early development, is meant to serve as a pair of glasses that allow you to speak with other users via holograms projected onto the real world.</p>\n<p>CEO Mark Zuckerberg and company also talked up the success of Meta’s Ray-Ban Meta smart glasses, which are growing in popularity, and debuted its Quest 3S entry-level augmented reality headset.</p>\n<p>But all of that AI and hardware development costs some serious cash. In Q3, Meta is expected to report capital expenditures of $11 billion, a dramatic increase from the $6.76 billion the company spent in Q3 last year. And the spending isn’t expected to stop anytime soon. Wall Street is anticipating capital expenditures to top $12 billion in Q4.</p>\n<p>Beyond spending concerns, Meta is also facing a host of high-profile legal challenges, including an FTC antitrust lawsuit alleging the company acts as an illegal monopoly, as well as lawsuits claiming Meta is harmful to teens' mental health.</p>\n<figure>\n<img src=\"https://s.yimg.com/os/creatr-uploaded-images/2024-09/442e77d0-7b79-11ef-af34-0a7f08eca47a\"/>\n<figcaption>\n Sign up for Yahoo Finance's Week in Tech newsletter.\n </figcaption>\n<div>\n yahoofinance\n </div>\n</figure>\n<p><em>Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at </em><em>@DanielHowley</em><em>.</em></p>\n<p><strong>For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here</strong></p>\n<p><strong>Read the latest financial and business news from Yahoo Fin</strong><strong>ance.</strong></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta to report Q3 earnings with AI, ad sales in focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta to report Q3 earnings with AI, ad sales in focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 20:18 GMT+8 <a href=https://finance.yahoo.com/news/meta-to-report-q3-earnings-with-ai-ad-sales-in-focus-121826602.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook parent company Meta (META) will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its...</p>\n\n<a href=\"https://finance.yahoo.com/news/meta-to-report-q3-earnings-with-ai-ad-sales-in-focus-121826602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/mjXVJ_1h6VOhBCtY4NjR1A--~B/aD00MDAwO3c9NjAwMDthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2024-10/4587f380-9637-11ef-9de4-3a147df5bd84","relate_stocks":{"GOOG":"谷歌","AMZN":"亚马逊","GOOGL":"谷歌A","MSFT":"微软","META":"Meta Platforms, Inc."},"source_url":"https://finance.yahoo.com/news/meta-to-report-q3-earnings-with-ai-ad-sales-in-focus-121826602.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2479016142","content_text":"Facebook parent company Meta (META) will report its fiscal third quarter earnings after the closing bell on Wednesday. The social media giant has quickly become an artificial intelligence power in its own right, up there with the likes of Microsoft (MSFT), Google (GOOG, GOOGL), and Amazon (AMZN), and investors are on board for the ride.\nMeta stock has shot up 66% year to date and 26% over the last three months. For comparison, Amazon shares are up 25% over the last three months, while Google shares are up 21%. Microsoft’s stock price, meanwhile, is up 15% during the same time period.\nFor the third quarter, Wall Street is expecting Meta to report earnings per share (EPS) of $5.25 on revenue of $40.2 billion, according to analysts' estimates compiled by Bloomberg. The company saw earnings per share of $4.50 on revenue of $34.1 billion in the same quarter last year.\nAdvertising revenue is expected to come in at $39.7 billion versus $33.6 billion during the third quarter of 2023. Meta’s Reality Labs segment, which includes sales of its Quest augmented reality line of headsets, is expected to generate $312 million, up from $210 million.\nMeta’s AI strategy includes rolling out its Llama family of models across its consumer offerings and advertiser products. It’s also offering the platform as open-source software. To that end, Meta reported that organizations ranging from Accenture (ACN) and DoorDash (DASH) to Goldman Sachs (GS) are using Llama to develop their own AI software.\nMeta’s earnings follow a report by The Information that the company is working on its own search functionality for its Meta AI service that will allow users to ask questions and get answers about current events. The goal is to ensure Meta will no longer have to rely on Google's or Microsoft’s search engines to answer certain user queries.\n\n\n\n Meta CEO Mark Zuckerberg shows off a prototype of the company's Orion augmented reality glasses at Meta Connect in October. (Photo by Andrej Sokolow/picture alliance via Getty Images)\n \n\n picture alliance via Getty Images\n \n\nThe company is also coming off of a successful Meta Connect conference, during which it debuted a working prototype of its Orion augmented reality glasses. The device, which is still in early development, is meant to serve as a pair of glasses that allow you to speak with other users via holograms projected onto the real world.\nCEO Mark Zuckerberg and company also talked up the success of Meta’s Ray-Ban Meta smart glasses, which are growing in popularity, and debuted its Quest 3S entry-level augmented reality headset.\nBut all of that AI and hardware development costs some serious cash. In Q3, Meta is expected to report capital expenditures of $11 billion, a dramatic increase from the $6.76 billion the company spent in Q3 last year. And the spending isn’t expected to stop anytime soon. Wall Street is anticipating capital expenditures to top $12 billion in Q4.\nBeyond spending concerns, Meta is also facing a host of high-profile legal challenges, including an FTC antitrust lawsuit alleging the company acts as an illegal monopoly, as well as lawsuits claiming Meta is harmful to teens' mental health.\n\n\n\n Sign up for Yahoo Finance's Week in Tech newsletter.\n \n\n yahoofinance\n \n\nEmail Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley.\nFor the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here\nRead the latest financial and business news from Yahoo Finance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351136278843632,"gmtCreate":1726749016800,"gmtModify":1726749021012,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/351136278843632","repostId":"2468835578","repostType":2,"repost":{"id":"2468835578","kind":"highlight","pubTimestamp":1726745400,"share":"https://ttm.financial/m/news/2468835578?lang=&edition=fundamental","pubTime":"2024-09-19 19:30","market":"us","language":"en","title":"CEO Jensen Huang Keeps Dumping Nvidia Stock. Should You Be Worried?","url":"https://stock-news.laohu8.com/highlight/detail?id=2468835578","media":"Motley Fool","summary":"The Nvidia chief is selling shares nearly every day.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia CEO Jensen Huang is trimming his stake in the company.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>He's selling shares through a 10b5-1 plan, meaning the sales are pre-determined.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Huang still owns more than $100 billion worth of Nvidia stock. </div>\n</li>\n</ul><div><p><strong>Nvidia </strong><span>(NVDA<span> -1.92%</span>)</span> has been the stock sensation of the artificial intelligence (AI) era, with shares up 700% since the start of 2023. However, there recently has been one potential warning sign that financial media outlets and investors have keyed in on: CEO Jensen Huang is rapidly trimming his stake in the AI leader.</p><p>Nearly every day for the past few months, Huang has sold Nvidia stock. For example, on Sept. 12 and 13, he sold about 200,000 shares, worth more than $20 million. </p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F790925%2Fbuy-sell-hold-die-money.jpg&op=resize&w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/790925/buy-sell-hold-die-money.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/790925/buy-sell-hold-die-money.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/790925/buy-sell-hold-die-money.jpg&w=2000&op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>Why Huang keeps selling Nvidia stock</h2><p>According to Nvidia filings, Huang's stock sales are based on a predetermined plan known as a 10b5-1 that he entered into on March 14, 2024. The 10b5-1 structure exists so insiders like Huang can sell their company stock without any suspicions of insider trading. Because the transactions are pre-determined and authorized by Huang's brokerage, they're unrelated to the price of the stock, any news, or material non-public information. </p><p>Investors don't know the exact plan around Huang's 10b5-1, but it's clear it involves frequent Nvidia stock sales from the CEO's holdings.</p><h2>Why the sale bothers some investors</h2><p>Even though the stock selling was pre-planned, it still shows that Huang is trimming his stake in Nvidia. Notably, Huang also entered into the plan in March when Nvidia stock was at a significantly lower price than it is now.</p><div><div><div></div></div></div><p>However, CEO stock sales don't necessarily indicate bearishness on the stock or even that it's time for profit-taking. Individual investors should remember that Huang is now one of the richest people in the world, with a company that's worth nearly $3 trillion. As of March 25, 2024, he owned 934,637,910 split-adjusted shares of Nvidia, which would be worth more than $100 billion at the stock's current price. </p><p>In that light, selling even $10 million worth of Nvidia stock a day doesn't seem drastic. Even if Huang sold that much every trading day for a year, it would only put a small dent in his holdings, reducing them by roughly $2.6 billion.</p><p>Considering that, it seems harder to see the sales as a significant bearish signal about the stock, as they only amount to a small percentage of his stake. Additionally, they're not enough to have an impact on Nvidia's trading volume, as the business is worth nearly $3 trillion, and more than 340 million shares, or roughly $40 billion worth, change hands on an average day. </p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"-2.22\" average_volume=\"340,775,148\" company_name=\"Nvidia\" current_price=\"113.37\" daily_high=\"117.70\" daily_low=\"113.22\" default_period=\"YTD\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"140.76\" fifty_two_week_low=\"11.70\" gross_margin=\"75.98\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$2,781B\" pe_ratio=\"53.23\" percent_change=\"-1.92\" symbol=\"NVDA\" volume=\"3,224,366\"></app></div><h2>Should you be worried about Nvidia stock?</h2><p>Rather than fixate on Jensen Huang's recent stock sales, investors are better off heeding his recent comments on the company, which show that demand for its products is still soaring.</p><div><div><div></div></div></div><p>At the <strong>Goldman Sachs </strong>Communacopia conference last week, Huang was asked what he was worried about and said that Nvidia chips are in such high demand that it's \"really emotional for people because it directly affects their revenues, it directly affects their competitiveness.\" In other words, demand is still significantly exceeding supply, and the company is working hard to rectify that. </p><p>Nvidia expects to see revenue grow again in the third quarter, forecasting sequential revenue growth of 8%, though it typically beats its own estimates. Additionally, Nvidia's customers continue to tout their eagerness to invest in more AI infrastructure -- spending money on Nvidia components.</p><p>If Huang was dumping all of his Nvidia stock, it would be deserving of scrutiny. However, in the current environment, selling a small percentage of his holdings seems meaningless.</p><p>That doesn't mean that Nvidia stock will keep going up. The stock is likely to remain volatile, but Huang's stock sales aren't the sell signal that some investors might think they are.</p><div></div></div></body></html>","source":"fool_stock","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>CEO Jensen Huang Keeps Dumping Nvidia Stock. Should You Be Worried?</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\">\nCEO Jensen Huang Keeps Dumping Nvidia Stock. Should You Be Worried?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-19 19:30 GMT+8 <a href=https://www.fool.com/investing/2024/09/19/ceo-jensen-huang-keeps-dumping-nvidia-stock-should/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia CEO Jensen Huang is trimming his stake in the company.\n\n\n\n\n\n\n\nHe's selling shares through a 10b5-1 plan, meaning the sales are pre-determined.\n\n\n\n\n\n\n\nHuang still owns more than $100 billion ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/19/ceo-jensen-huang-keeps-dumping-nvidia-stock-should/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F790925%2Fbuy-sell-hold-die-money.jpg&op=resize&w=165&h=104","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2024/09/19/ceo-jensen-huang-keeps-dumping-nvidia-stock-should/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468835578","content_text":"Nvidia CEO Jensen Huang is trimming his stake in the company.\n\n\n\n\n\n\n\nHe's selling shares through a 10b5-1 plan, meaning the sales are pre-determined.\n\n\n\n\n\n\n\nHuang still owns more than $100 billion worth of Nvidia stock. \n\nNvidia (NVDA -1.92%) has been the stock sensation of the artificial intelligence (AI) era, with shares up 700% since the start of 2023. However, there recently has been one potential warning sign that financial media outlets and investors have keyed in on: CEO Jensen Huang is rapidly trimming his stake in the AI leader.Nearly every day for the past few months, Huang has sold Nvidia stock. For example, on Sept. 12 and 13, he sold about 200,000 shares, worth more than $20 million. Image source: Getty Images.Why Huang keeps selling Nvidia stockAccording to Nvidia filings, Huang's stock sales are based on a predetermined plan known as a 10b5-1 that he entered into on March 14, 2024. The 10b5-1 structure exists so insiders like Huang can sell their company stock without any suspicions of insider trading. Because the transactions are pre-determined and authorized by Huang's brokerage, they're unrelated to the price of the stock, any news, or material non-public information. Investors don't know the exact plan around Huang's 10b5-1, but it's clear it involves frequent Nvidia stock sales from the CEO's holdings.Why the sale bothers some investorsEven though the stock selling was pre-planned, it still shows that Huang is trimming his stake in Nvidia. Notably, Huang also entered into the plan in March when Nvidia stock was at a significantly lower price than it is now.However, CEO stock sales don't necessarily indicate bearishness on the stock or even that it's time for profit-taking. Individual investors should remember that Huang is now one of the richest people in the world, with a company that's worth nearly $3 trillion. As of March 25, 2024, he owned 934,637,910 split-adjusted shares of Nvidia, which would be worth more than $100 billion at the stock's current price. In that light, selling even $10 million worth of Nvidia stock a day doesn't seem drastic. Even if Huang sold that much every trading day for a year, it would only put a small dent in his holdings, reducing them by roughly $2.6 billion.Considering that, it seems harder to see the sales as a significant bearish signal about the stock, as they only amount to a small percentage of his stake. Additionally, they're not enough to have an impact on Nvidia's trading volume, as the business is worth nearly $3 trillion, and more than 340 million shares, or roughly $40 billion worth, change hands on an average day. Should you be worried about Nvidia stock?Rather than fixate on Jensen Huang's recent stock sales, investors are better off heeding his recent comments on the company, which show that demand for its products is still soaring.At the Goldman Sachs Communacopia conference last week, Huang was asked what he was worried about and said that Nvidia chips are in such high demand that it's \"really emotional for people because it directly affects their revenues, it directly affects their competitiveness.\" In other words, demand is still significantly exceeding supply, and the company is working hard to rectify that. Nvidia expects to see revenue grow again in the third quarter, forecasting sequential revenue growth of 8%, though it typically beats its own estimates. Additionally, Nvidia's customers continue to tout their eagerness to invest in more AI infrastructure -- spending money on Nvidia components.If Huang was dumping all of his Nvidia stock, it would be deserving of scrutiny. However, in the current environment, selling a small percentage of his holdings seems meaningless.That doesn't mean that Nvidia stock will keep going up. The stock is likely to remain volatile, but Huang's stock sales aren't the sell signal that some investors might think they are.","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350811566149880,"gmtCreate":1726672913666,"gmtModify":1726672915602,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/350811566149880","repostId":"1113101777","repostType":2,"repost":{"id":"1113101777","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726668832,"share":"https://ttm.financial/m/news/1113101777?lang=&edition=fundamental","pubTime":"2024-09-18 22:13","market":"us","language":"en","title":"Fed Matters More for Nvidia Stock Than a New AI Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1113101777","media":"Dow Jones","summary":"News that $Nvidia(NVDA)$ had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that invest","content":"<html><head></head><body><p>News that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that investors are focused on right now.</p><p>The Big Tech stock barely moved in the premarket, rising just $0.01 to $115.61, while futures for the benchmark S&P 500 index were up 0.1%.</p><p>The move higher came as investors digested a new AI deal between Nvidia and cloud software company <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.</p><p>They said their collaboration will develop interactive avatars that can assist with tasks like crisis management events, such as predicting and adjusting travel or shipping routes based on live weather data. Salesforce expects to deploy billions of what it’s calling its Agentforce agents in the coming years.</p><p>It shouldn’t be a surprise that the partnership didn’t move the needle for Nvidia shares. Investors already have enough evidence that the semiconductor designer’s chips will be essential for AI—as shown by the big deals it’s signed with Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Elon Musk’s start-up xAI, among others.</p><p>Instead, the market is squarely focused on the Fed’s next move. The central bank is widely expected to cut interest rates on Wednesday, but traders are split on how much.</p><p>The decision could have a big impact on how Nvidia shares perform over the rest of 2024. The stock racked up massive gains over the first half of the year but has struggled since amid worries that a slowing U.S. economy could sap AI demand. The Fed opting for a jumbo 50-basis-point cut could ease some of those concerns.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> both ticked up 0.1% ahead of Wednesday’s opening bell, while <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> rose 0.3%.</p><p>Salesforce’s own shares climbed 0.8% after the tie-up with Nvidia was announced.</p><p>Arjun Bhatia, an analyst for boutique bank William Blair, said in a research note that he’s expecting the company’s Agentforce program to “take over as the new way that enterprises will consume AI.”</p><p>“The event reinforced our confidence in Salesforce being a long-term AI winner due to its enviable position as a trusted enterprise software partner that sits on top of valuable data for multiple front-office domains, such as sales, marketing, and customer service,” Bhatia, who rates the stock at Outperform, added.</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>Fed Matters More for Nvidia Stock Than a New AI Deal</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\">\nFed Matters More for Nvidia Stock Than a New AI Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-18 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>News that <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that investors are focused on right now.</p><p>The Big Tech stock barely moved in the premarket, rising just $0.01 to $115.61, while futures for the benchmark S&P 500 index were up 0.1%.</p><p>The move higher came as investors digested a new AI deal between Nvidia and cloud software company <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.</p><p>They said their collaboration will develop interactive avatars that can assist with tasks like crisis management events, such as predicting and adjusting travel or shipping routes based on live weather data. Salesforce expects to deploy billions of what it’s calling its Agentforce agents in the coming years.</p><p>It shouldn’t be a surprise that the partnership didn’t move the needle for Nvidia shares. Investors already have enough evidence that the semiconductor designer’s chips will be essential for AI—as shown by the big deals it’s signed with Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Elon Musk’s start-up xAI, among others.</p><p>Instead, the market is squarely focused on the Fed’s next move. The central bank is widely expected to cut interest rates on Wednesday, but traders are split on how much.</p><p>The decision could have a big impact on how Nvidia shares perform over the rest of 2024. The stock racked up massive gains over the first half of the year but has struggled since amid worries that a slowing U.S. economy could sap AI demand. The Fed opting for a jumbo 50-basis-point cut could ease some of those concerns.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> both ticked up 0.1% ahead of Wednesday’s opening bell, while <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> rose 0.3%.</p><p>Salesforce’s own shares climbed 0.8% after the tie-up with Nvidia was announced.</p><p>Arjun Bhatia, an analyst for boutique bank William Blair, said in a research note that he’s expecting the company’s Agentforce program to “take over as the new way that enterprises will consume AI.”</p><p>“The event reinforced our confidence in Salesforce being a long-term AI winner due to its enviable position as a trusted enterprise software partner that sits on top of valuable data for multiple front-office domains, such as sales, marketing, and customer service,” Bhatia, who rates the stock at Outperform, added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113101777","content_text":"News that Nvidia had landed another big deal didn’t appear to be doing much for the chip maker’s stock price early Wednesday. It’s the Federal Reserve, not artificial intelligence, that investors are focused on right now.The Big Tech stock barely moved in the premarket, rising just $0.01 to $115.61, while futures for the benchmark S&P 500 index were up 0.1%.The move higher came as investors digested a new AI deal between Nvidia and cloud software company Salesforce.They said their collaboration will develop interactive avatars that can assist with tasks like crisis management events, such as predicting and adjusting travel or shipping routes based on live weather data. Salesforce expects to deploy billions of what it’s calling its Agentforce agents in the coming years.It shouldn’t be a surprise that the partnership didn’t move the needle for Nvidia shares. Investors already have enough evidence that the semiconductor designer’s chips will be essential for AI—as shown by the big deals it’s signed with Facebook parent Meta Platforms and Elon Musk’s start-up xAI, among others.Instead, the market is squarely focused on the Fed’s next move. The central bank is widely expected to cut interest rates on Wednesday, but traders are split on how much.The decision could have a big impact on how Nvidia shares perform over the rest of 2024. The stock racked up massive gains over the first half of the year but has struggled since amid worries that a slowing U.S. economy could sap AI demand. The Fed opting for a jumbo 50-basis-point cut could ease some of those concerns.Among other chip makers, Advanced Micro Devices and Qualcomm both ticked up 0.1% ahead of Wednesday’s opening bell, while Broadcom rose 0.3%.Salesforce’s own shares climbed 0.8% after the tie-up with Nvidia was announced.Arjun Bhatia, an analyst for boutique bank William Blair, said in a research note that he’s expecting the company’s Agentforce program to “take over as the new way that enterprises will consume AI.”“The event reinforced our confidence in Salesforce being a long-term AI winner due to its enviable position as a trusted enterprise software partner that sits on top of valuable data for multiple front-office domains, such as sales, marketing, and customer service,” Bhatia, who rates the stock at Outperform, added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350329785897224,"gmtCreate":1726565438435,"gmtModify":1726565442193,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/350329785897224","repostId":"2468926336","repostType":2,"repost":{"id":"2468926336","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726564288,"share":"https://ttm.financial/m/news/2468926336?lang=&edition=fundamental","pubTime":"2024-09-17 17:11","market":"nz","language":"en","title":"US Stocks to Watch: Intel, Mobileye, Microsoft, Dell, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2468926336","media":"Dow Jones","summary":"Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.Intel jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for Amazon.com's Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.Mobileye Global, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn't mentioned as part of what Intel called \"the next phase\" of its \"transformation.\" It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker's overhaul. ","content":"<html><head></head><body><p>Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.</p><p>These stocks were poised to make moves Tuesday:</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for Amazon.com's Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.</p><p><a href=\"https://laohu8.com/S/MBLY\">Mobileye Global</a>, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn't mentioned as part of what Intel called "the next phase" of its "transformation." It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker's overhaul. Intel currently owns 88% of Mobileye.</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> rose 1.5% after the software giant said it would boost its quarterly dividend by about 11% to 83 cents a share and that its board authorized a new stock buyback program of up to $60 billion.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> rose 1.6% to $117.22 after shares of the personal-computer maker were initiated with an Outperform rating and price target of $135 at Mizuho. The analysts also initiated coverage of Super Micro Computer at Neutral and a $450 price target. Shares of the server maker were rising 0.5% to $451.50 in premarket trading.</p><p>Ferguson Enterprises, the distributor of plumbing supplies, is scheduled to report quarterly earnings before the stock market opens Tuesday.</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>US Stocks to Watch: Intel, Mobileye, Microsoft, Dell, and More</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\">\nUS Stocks to Watch: Intel, Mobileye, Microsoft, Dell, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-17 17:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.</p><p>These stocks were poised to make moves Tuesday:</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for Amazon.com's Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.</p><p><a href=\"https://laohu8.com/S/MBLY\">Mobileye Global</a>, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn't mentioned as part of what Intel called "the next phase" of its "transformation." It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker's overhaul. Intel currently owns 88% of Mobileye.</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> rose 1.5% after the software giant said it would boost its quarterly dividend by about 11% to 83 cents a share and that its board authorized a new stock buyback program of up to $60 billion.</p><p><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a> rose 1.6% to $117.22 after shares of the personal-computer maker were initiated with an Outperform rating and price target of $135 at Mizuho. The analysts also initiated coverage of Super Micro Computer at Neutral and a $450 price target. Shares of the server maker were rising 0.5% to $451.50 in premarket trading.</p><p>Ferguson Enterprises, the distributor of plumbing supplies, is scheduled to report quarterly earnings before the stock market opens Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468926336","content_text":"Stock futures were higher Tuesday as Wall Street raised bets the Federal Reserve will cut interest rates this week by 50 basis points. Economic data to be released Tuesday includes monthly U.S. retail sales.These stocks were poised to make moves Tuesday:Intel jumped 6.8% after the semiconductor maker said it would be turning its chip contract manufacturing business into an independent subsidiary and reached a multibillion-dollar agreement for Amazon.com's Amazon Web Services to manufacture chips at Intel factories using an advanced chip-making technology expected to go into production in 2025. Intel also said would be receiving $3 billion in federal funding to make chips for the Defense Department.Mobileye Global, the Israeli developer of driver-assistance technology, was rising 3.2% after the company wasn't mentioned as part of what Intel called \"the next phase\" of its \"transformation.\" It was reported earlier this month by Bloomberg that Intel was considering options for its stake in Mobileye as part of a chip maker's overhaul. Intel currently owns 88% of Mobileye.Microsoft rose 1.5% after the software giant said it would boost its quarterly dividend by about 11% to 83 cents a share and that its board authorized a new stock buyback program of up to $60 billion.Dell Technologies rose 1.6% to $117.22 after shares of the personal-computer maker were initiated with an Outperform rating and price target of $135 at Mizuho. The analysts also initiated coverage of Super Micro Computer at Neutral and a $450 price target. Shares of the server maker were rising 0.5% to $451.50 in premarket trading.Ferguson Enterprises, the distributor of plumbing supplies, is scheduled to report quarterly earnings before the stock market opens Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345764856107280,"gmtCreate":1725442021738,"gmtModify":1725442024999,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/345764856107280","repostId":"2464632345","repostType":2,"repost":{"id":"2464632345","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725441000,"share":"https://ttm.financial/m/news/2464632345?lang=&edition=fundamental","pubTime":"2024-09-04 17:10","market":"us","language":"en","title":"Nvidia’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2464632345","media":"Dow Jones","summary":"Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&P 500 index, but looking at the companies that have previously held the","content":"<html><head></head><body><p>Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&P 500 index, but looking at the companies that have previously held the same position, that might not be a good thing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5bb31e4caff0eb15fcfc8404bddbd40c\" title=\"A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&P 500 index in June.\" tg-width=\"915\" tg-height=\"599\"/><span>A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&P 500 index in June.</span></p><p>In recent decades, almost all of the firms that have become the most valuable companies listed on the S&P 500 have hit an inflection point which marked the start of sharp declines in their market capitalizations, JP Morgan's analysts said.</p><p>Led by Michael Cembalest, JP Morgan's analysts noted market leaders of recent decades including General Motors, International Business Machines Corp (IBM), Altria Group, Cisco Systems, General Electric, and Exxon Mobil all experienced this same fate.</p><p>Microsoft and Apple are the only market leaders so far that seem to have avoided the same declines after achieving the status of most valuable S&P 500 listed company, JP Morgan's analysts said in a note.</p><p>Nvidia itself has achieved a spectacular rise that has seen it take the fastest road to become the S&P 500's largest stock of any company in the post-war era. This surge has been driven by huge excitement around artificial intelligence technologies following the launch of ChatGPT in late 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/446f8134f24be9820d6fcb749546e3c6\" title=\"\" tg-width=\"892\" tg-height=\"1082\"/></p><p>For investors, the question is now whether Nvidia will follow the same path taken by companies that have previously taken the top spot or whether the Silicon Valley chipmaker will instead be able to sustain its upwards trajectory.</p><p>JP Morgan's analysts said this question will likely be answered over the next 12 to 18 months, when it becomes clear whether investments in AI are able to generate adequate returns from corporate customers adopting AI driven 'inference models.'</p><p>"Within the next two years, corporate AI adoption trends... need to move higher (i.e., a lot more inference activity) to avoid a 'metaverse' outcome for all the capital deployed," JP Morgan's analysts said. "There needs to be several hundred billion dollars a year of AI-related demand from the corporate sector to pay for AI infrastructure."</p><p>The analysts noted that current levels of spending on AI infrastructure now match the levels of investment in technology seen during the 'mainframe era' of the 1960s - which saw the buildout of huge room-sized computers - and during the deployment of fiber optics infrastructure in the 1990s.</p><p>Yet in contrast to 'dot com bubble' companies like Cisco, Nvidia is actually posting sharp increases in its sales and earnings which align with the increases in the chipmaker's share price. Technology company Cisco, which sells hardware, software and networking products and services surpassed Microsoft to take the top spot on the S&P 500 in March 2000, while failing to generate sufficient earnings to justify its surging stock price.</p><p>Still, Nvidia could see its valuation suffer in future as a result of mounting geopolitical tensions and increased levels of competition from rivals also able to create high tech microchips. Nvidia currently controls 90% of the market for the most-advanced AI chips.</p><p>Taiwan Semiconductor Manufacturing Co (TSMC), as the sole supplier of advanced chips to Nvidia, could play a vital part in the Silicon Valley company's decline, if markets start to price in risks related to worsening relations between China and the U.S., JP Morgan's analysts said.</p><p>At the same time, competitors including Intel, AMD and ARM Holdings are all working to develop advanced chips that could see them edge into the market that is currently dominated by Nvidia, the analysts said.</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’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says</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’s Top Spot on the S&P 500 Might Not Be a Good Thing, JP Morgan Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-04 17:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&P 500 index, but looking at the companies that have previously held the same position, that might not be a good thing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5bb31e4caff0eb15fcfc8404bddbd40c\" title=\"A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&P 500 index in June.\" tg-width=\"915\" tg-height=\"599\"/><span>A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&P 500 index in June.</span></p><p>In recent decades, almost all of the firms that have become the most valuable companies listed on the S&P 500 have hit an inflection point which marked the start of sharp declines in their market capitalizations, JP Morgan's analysts said.</p><p>Led by Michael Cembalest, JP Morgan's analysts noted market leaders of recent decades including General Motors, International Business Machines Corp (IBM), Altria Group, Cisco Systems, General Electric, and Exxon Mobil all experienced this same fate.</p><p>Microsoft and Apple are the only market leaders so far that seem to have avoided the same declines after achieving the status of most valuable S&P 500 listed company, JP Morgan's analysts said in a note.</p><p>Nvidia itself has achieved a spectacular rise that has seen it take the fastest road to become the S&P 500's largest stock of any company in the post-war era. This surge has been driven by huge excitement around artificial intelligence technologies following the launch of ChatGPT in late 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/446f8134f24be9820d6fcb749546e3c6\" title=\"\" tg-width=\"892\" tg-height=\"1082\"/></p><p>For investors, the question is now whether Nvidia will follow the same path taken by companies that have previously taken the top spot or whether the Silicon Valley chipmaker will instead be able to sustain its upwards trajectory.</p><p>JP Morgan's analysts said this question will likely be answered over the next 12 to 18 months, when it becomes clear whether investments in AI are able to generate adequate returns from corporate customers adopting AI driven 'inference models.'</p><p>"Within the next two years, corporate AI adoption trends... need to move higher (i.e., a lot more inference activity) to avoid a 'metaverse' outcome for all the capital deployed," JP Morgan's analysts said. "There needs to be several hundred billion dollars a year of AI-related demand from the corporate sector to pay for AI infrastructure."</p><p>The analysts noted that current levels of spending on AI infrastructure now match the levels of investment in technology seen during the 'mainframe era' of the 1960s - which saw the buildout of huge room-sized computers - and during the deployment of fiber optics infrastructure in the 1990s.</p><p>Yet in contrast to 'dot com bubble' companies like Cisco, Nvidia is actually posting sharp increases in its sales and earnings which align with the increases in the chipmaker's share price. Technology company Cisco, which sells hardware, software and networking products and services surpassed Microsoft to take the top spot on the S&P 500 in March 2000, while failing to generate sufficient earnings to justify its surging stock price.</p><p>Still, Nvidia could see its valuation suffer in future as a result of mounting geopolitical tensions and increased levels of competition from rivals also able to create high tech microchips. Nvidia currently controls 90% of the market for the most-advanced AI chips.</p><p>Taiwan Semiconductor Manufacturing Co (TSMC), as the sole supplier of advanced chips to Nvidia, could play a vital part in the Silicon Valley company's decline, if markets start to price in risks related to worsening relations between China and the U.S., JP Morgan's analysts said.</p><p>At the same time, competitors including Intel, AMD and ARM Holdings are all working to develop advanced chips that could see them edge into the market that is currently dominated by Nvidia, the analysts said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVDA":"英伟达","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464632345","content_text":"Nvidia, for a single day in June 2024, surpassed Microsoft to become the company with the largest market capitalization on the S&P 500 index, but looking at the companies that have previously held the same position, that might not be a good thing.A sign is posted in front of the Nvidia headquarters on May 10, 2018 in Santa Clara, California. Nvidia took the top spot as the most valuable listed company on the S&P 500 index in June.In recent decades, almost all of the firms that have become the most valuable companies listed on the S&P 500 have hit an inflection point which marked the start of sharp declines in their market capitalizations, JP Morgan's analysts said.Led by Michael Cembalest, JP Morgan's analysts noted market leaders of recent decades including General Motors, International Business Machines Corp (IBM), Altria Group, Cisco Systems, General Electric, and Exxon Mobil all experienced this same fate.Microsoft and Apple are the only market leaders so far that seem to have avoided the same declines after achieving the status of most valuable S&P 500 listed company, JP Morgan's analysts said in a note.Nvidia itself has achieved a spectacular rise that has seen it take the fastest road to become the S&P 500's largest stock of any company in the post-war era. This surge has been driven by huge excitement around artificial intelligence technologies following the launch of ChatGPT in late 2022.For investors, the question is now whether Nvidia will follow the same path taken by companies that have previously taken the top spot or whether the Silicon Valley chipmaker will instead be able to sustain its upwards trajectory.JP Morgan's analysts said this question will likely be answered over the next 12 to 18 months, when it becomes clear whether investments in AI are able to generate adequate returns from corporate customers adopting AI driven 'inference models.'\"Within the next two years, corporate AI adoption trends... need to move higher (i.e., a lot more inference activity) to avoid a 'metaverse' outcome for all the capital deployed,\" JP Morgan's analysts said. \"There needs to be several hundred billion dollars a year of AI-related demand from the corporate sector to pay for AI infrastructure.\"The analysts noted that current levels of spending on AI infrastructure now match the levels of investment in technology seen during the 'mainframe era' of the 1960s - which saw the buildout of huge room-sized computers - and during the deployment of fiber optics infrastructure in the 1990s.Yet in contrast to 'dot com bubble' companies like Cisco, Nvidia is actually posting sharp increases in its sales and earnings which align with the increases in the chipmaker's share price. Technology company Cisco, which sells hardware, software and networking products and services surpassed Microsoft to take the top spot on the S&P 500 in March 2000, while failing to generate sufficient earnings to justify its surging stock price.Still, Nvidia could see its valuation suffer in future as a result of mounting geopolitical tensions and increased levels of competition from rivals also able to create high tech microchips. Nvidia currently controls 90% of the market for the most-advanced AI chips.Taiwan Semiconductor Manufacturing Co (TSMC), as the sole supplier of advanced chips to Nvidia, could play a vital part in the Silicon Valley company's decline, if markets start to price in risks related to worsening relations between China and the U.S., JP Morgan's analysts said.At the same time, competitors including Intel, AMD and ARM Holdings are all working to develop advanced chips that could see them edge into the market that is currently dominated by Nvidia, the analysts said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345471484572032,"gmtCreate":1725372426591,"gmtModify":1725372428959,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/345471484572032","repostId":"2464096718","repostType":2,"repost":{"id":"2464096718","kind":"highlight","pubTimestamp":1725372188,"share":"https://ttm.financial/m/news/2464096718?lang=&edition=fundamental","pubTime":"2024-09-03 22:03","market":"nz","language":"en","title":"Super Micro CEO Addresses Financial Delay, Short Seller Statements, in New Letter","url":"https://stock-news.laohu8.com/highlight/detail?id=2464096718","media":"seekingalpha","summary":"Super Micro Computer (NASDAQ:SMCI) Chief Executive Charles Liang wrote a letter to the company's customers and partners and said that neither the recent delay to its annual report nor the recent discl","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a> Chief Executive Charles Liang wrote a letter to the company's customers and partners and said that neither the recent delay to its annual report nor the recent disclosure by Hindenburg Research that it is short the company's stock will impact the pair.</p><p>"Neither of these events affects our products or our ability and capacity to deliver the innovative IT solutions that you rely on every day," Liang wrote in the letter, which was also filed with the Securities and Exchange Commission. "Our production capabilities are unaffected and continue operating at pace to meet customer demand. Our world class engineering and support teams are also unaffected and continue to build and deploy large scale AI Total Solutions."</p><p>Liang added that the company is "well-positioned" to deliver its product portfolio to its customers and help them meet their IT issues.</p><p>Shares were up 4% in Tuesday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/248d126b916c255f833093dc7881a8d2\" tg-width=\"411\" tg-height=\"386\"/></p><p>In addition, Liang also said that Super Micro will have more to say about Hindenburg Research's accusations that he characterized as "false or inaccurate."</p><p>"Separately, you may have also heard about a recent report from a short-seller hedge fund that contains false or inaccurate statements about our company including misleading presentations of information that we have previously shared publicly," Liang said. "We will address these statements in due course."</p><p>After the close of trading on Friday, Super Micro said that despite the delay to its annual report, it does not expect any material changes to its fiscal 2024.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro CEO Addresses Financial Delay, Short Seller Statements, in New Letter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro CEO Addresses Financial Delay, Short Seller Statements, in New Letter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-03 22:03 GMT+8 <a href=https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SUPER MICRO COMPUTER INC Chief Executive Charles Liang wrote a letter to the company's customers and partners and said that neither the recent delay to its annual report nor the recent disclosure by ...</p>\n\n<a href=\"https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2464096718","content_text":"SUPER MICRO COMPUTER INC Chief Executive Charles Liang wrote a letter to the company's customers and partners and said that neither the recent delay to its annual report nor the recent disclosure by Hindenburg Research that it is short the company's stock will impact the pair.\"Neither of these events affects our products or our ability and capacity to deliver the innovative IT solutions that you rely on every day,\" Liang wrote in the letter, which was also filed with the Securities and Exchange Commission. \"Our production capabilities are unaffected and continue operating at pace to meet customer demand. Our world class engineering and support teams are also unaffected and continue to build and deploy large scale AI Total Solutions.\"Liang added that the company is \"well-positioned\" to deliver its product portfolio to its customers and help them meet their IT issues.Shares were up 4% in Tuesday trading.In addition, Liang also said that Super Micro will have more to say about Hindenburg Research's accusations that he characterized as \"false or inaccurate.\"\"Separately, you may have also heard about a recent report from a short-seller hedge fund that contains false or inaccurate statements about our company including misleading presentations of information that we have previously shared publicly,\" Liang said. \"We will address these statements in due course.\"After the close of trading on Friday, Super Micro said that despite the delay to its annual report, it does not expect any material changes to its fiscal 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343021040828656,"gmtCreate":1724763823600,"gmtModify":1724763825429,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/343021040828656","repostId":"2462543521","repostType":2,"repost":{"id":"2462543521","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724763600,"share":"https://ttm.financial/m/news/2462543521?lang=&edition=fundamental","pubTime":"2024-08-27 21:00","market":"us","language":"en","title":"Nvidia’s Stock Momentum Depends on Answers to These 5 Questions from Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2462543521","media":"Dow Jones","summary":"Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However","content":"<html><head></head><body><p>When Nvidia reports earnings Wednesday afternoon, investors have short-term questions on Blackwell shipment delays and long-term questions on the 2026 outlook</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c019029a5b35ed8ccf7a644c337d97b0\" alt=\"Nvidia reports earnings on Wednesday afternoon.\" title=\"Nvidia reports earnings on Wednesday afternoon.\" tg-width=\"924\" tg-height=\"639\"/><span>Nvidia reports earnings on Wednesday afternoon.</span></p><p>Investors will be looking for plenty of answers from Nvidia Corp.’s management team later this week — concerning both the immediate term and the semiconductor company’s prospects going out more than a year from now.</p><p style=\"text-align: start;\">In the short term, there are questions about the company’s new Blackwell chip lineup, especially given reports that initial shipments could be slightly delayed. And even before Blackwell starts shipping, Wall Street will still be wondering whether anticipation for that product has crimped any demand for Nvidia’s current Hopper line.</p><p>Longer term, investors want to hear about the opportunity for Blackwell once fully ramped, and the product pathway even beyond Blackwell.</p><p>Here are the five most important topics to listen for when Nvidia reports fiscal second-quarter earnings on Wednesday afternoon:</p><h3 id=\"id_1758616198\" style=\"text-align: start;\">How robust is Hopper demand — and supply?</h3><p style=\"text-align: start;\">The prospect of a Hopper “air pocket” has been on investors’ minds for a while now, given some fears that customers would pull back on Hopper purchases as they await the more powerful Blackwell lineup.</p><p style=\"text-align: start;\">Last quarter, Chief Executive Jensen Huang “was able to successfully quell concerns of a demand air pocket, and we would expect he likely does the same” this quarter, Evercore ISI C.J. Muse wrote in a recent preview.</p><p style=\"text-align: start;\">“Our hope is that he lays out a vision for continued data-denter growth over the next 12 months, which would bridge the gap into a full-fledged Blackwell ramp,” Muse continued.</p><p style=\"text-align: start;\">Rosenblatt’s Hans Mosesmann will be keeping an eye on Hopper supply. The “wildcard” in Nvidia’s earnings is “how constrained the company is for Hopper platforms,” he wrote recently. That will determine the magnitude of the beat-and-raise performance he expects from the company.</p><h3 id=\"id_3677495106\" style=\"text-align: start;\">What are the expectations for early Blackwell shipments?</h3><p style=\"text-align: start;\">Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.</p><p>“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However, it seems volumes for Blackwell systems can still be quite strong in the April ’25 quarter.”</p><p style=\"text-align: start;\">The thinking from some analysts seems to be that as long as potential Blackwell delays don’t last too long, Nvidia wouldn’t really lose out on business but rather would see revenue shift into later quarters.</p><p style=\"text-align: start;\">And there could be margin benefits in the interim, according to Raymond James analyst Srini Pajjuri. He and his team “expect any delays to drive upside to Hopper [graphics processing units] in the short term, which could actually benefit gross margins.” They estimate gross margins for Hopper are three to six percentage points above what they’ll be for Blackwell.</p><h3 id=\"id_845140984\" style=\"text-align: start;\">How big will the beat be?</h3><p style=\"text-align: start;\">While consensus expectations call for $28.7 billion in revenue, up from $13.5 billion a year earlier, many analysts expect Nvidia to end up posting sales at or above the $30 billion mark.</p><p style=\"text-align: start;\">Melius Research’s Reitzes, for instance, will be looking to see whether Nvidia can beat expectations for the latest quarter by $2 billion — while also suggesting that revenue for the current quarter can be $2 billion above last quarter’s total, and giving investors confidence in the potential for sales to be $2 billion higher than that in the January quarter.</p><p>The company has beaten revenue expectations every quarter going back at least five years, according to FactSet data. It beat by about $1.5 billion in the April quarter.</p><p style=\"text-align: start;\">From a profit standpoint, Nvidia has only missed expectations on adjusted earnings per share in one of the past 20 quarters, and it posted a roughly 9% beat in its last report.</p><p style=\"text-align: start;\">Analysts are looking for 65 cents in adjusted EPS this time around, up from 27 cents a year before. Nvidia was expected to be the largest contributor to the S&P information-technology sector’s year-over-year earnings growth, according to an Aug. 16 FactSet report.</p><h3 id=\"id_3809963648\" style=\"text-align: start;\">What will the Blackwell ramp look like next year?</h3><p style=\"text-align: start;\">Beyond the short-run issue of potential Blackwell shipment delays is the bigger topic of what the new chip will do for Nvidia once the ramp takes off.</p><p style=\"text-align: start;\">Raymond James’ Pajjuri is upbeat. The “supply chain appears to be building as much as [50,000 to 70,000] GB200 NVL rack capacity” for next calendar year, “which translates to [$100 billion to 150 billion in] potential revenue from systems alone,” he wrote.</p><p style=\"text-align: start;\">“We won’t get too carried away based on supply-chain numbers alone but see room for upside to consensus estimates” for data-center revenue in calendar 2025. That was $146 billion at the time he published his note last Tuesday and stands at $148 billion now.</p><p style=\"text-align: start;\">But while Jefferies analyst Blayne Curtis was upbeat about the short term, he took a more measured view on the medium term.</p><p style=\"text-align: start;\">“We highlighted over a month ago that expectations for Blackwell timing and content were too optimistic and we felt it was harder to get to $5 in EPS for CY25, but we do still believe our estimates (roughly $1 billion ahead for July/Oct) are achievable but likely not beatable,” he wrote on Thursday.</p><h3 id=\"id_4149960604\" style=\"text-align: start;\">And how about 2026?</h3><p style=\"text-align: start;\">Yes, Nvidia investors are already thinking more than a year out.</p><p style=\"text-align: start;\">Late last year, some on Wall Street wondered whether 2024 could wind up the “peak” year for Nvidia, according to Reitzes. “The ‘peak year’ worry could resurface again soon” when it comes to calendar 2025, he wrote. “It will be best to hear (yet again) from Jensen on this call regarding whether he’s still on a one-year upgrade cadence with the successor to Blackwell.”</p><p style=\"text-align: start;\">That Rubin product could set the stage for further revenue growth in calendar 2026, he noted. (The FactSet consensus calls for revenue of $194 billion in calendar 2026, up from an estimated $164 billion in calendar 2025 and a projected $116 billion this calendar year.)</p><p style=\"text-align: start;\">“The one issue that Nvidia will need to tackle more and more is the concern around power availability — and how it is helping customers find affordable and available electricity,” Reitzes wrote. “Blackwell and Rubin innovations will help offset shortages and space constraints, but the view is that customers will just buy more and still use a lot of power.”</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’s Stock Momentum Depends on Answers to These 5 Questions from Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Stock Momentum Depends on Answers to These 5 Questions from Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-27 21:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>When Nvidia reports earnings Wednesday afternoon, investors have short-term questions on Blackwell shipment delays and long-term questions on the 2026 outlook</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c019029a5b35ed8ccf7a644c337d97b0\" alt=\"Nvidia reports earnings on Wednesday afternoon.\" title=\"Nvidia reports earnings on Wednesday afternoon.\" tg-width=\"924\" tg-height=\"639\"/><span>Nvidia reports earnings on Wednesday afternoon.</span></p><p>Investors will be looking for plenty of answers from Nvidia Corp.’s management team later this week — concerning both the immediate term and the semiconductor company’s prospects going out more than a year from now.</p><p style=\"text-align: start;\">In the short term, there are questions about the company’s new Blackwell chip lineup, especially given reports that initial shipments could be slightly delayed. And even before Blackwell starts shipping, Wall Street will still be wondering whether anticipation for that product has crimped any demand for Nvidia’s current Hopper line.</p><p>Longer term, investors want to hear about the opportunity for Blackwell once fully ramped, and the product pathway even beyond Blackwell.</p><p>Here are the five most important topics to listen for when Nvidia reports fiscal second-quarter earnings on Wednesday afternoon:</p><h3 id=\"id_1758616198\" style=\"text-align: start;\">How robust is Hopper demand — and supply?</h3><p style=\"text-align: start;\">The prospect of a Hopper “air pocket” has been on investors’ minds for a while now, given some fears that customers would pull back on Hopper purchases as they await the more powerful Blackwell lineup.</p><p style=\"text-align: start;\">Last quarter, Chief Executive Jensen Huang “was able to successfully quell concerns of a demand air pocket, and we would expect he likely does the same” this quarter, Evercore ISI C.J. Muse wrote in a recent preview.</p><p style=\"text-align: start;\">“Our hope is that he lays out a vision for continued data-denter growth over the next 12 months, which would bridge the gap into a full-fledged Blackwell ramp,” Muse continued.</p><p style=\"text-align: start;\">Rosenblatt’s Hans Mosesmann will be keeping an eye on Hopper supply. The “wildcard” in Nvidia’s earnings is “how constrained the company is for Hopper platforms,” he wrote recently. That will determine the magnitude of the beat-and-raise performance he expects from the company.</p><h3 id=\"id_3677495106\" style=\"text-align: start;\">What are the expectations for early Blackwell shipments?</h3><p style=\"text-align: start;\">Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.</p><p>“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However, it seems volumes for Blackwell systems can still be quite strong in the April ’25 quarter.”</p><p style=\"text-align: start;\">The thinking from some analysts seems to be that as long as potential Blackwell delays don’t last too long, Nvidia wouldn’t really lose out on business but rather would see revenue shift into later quarters.</p><p style=\"text-align: start;\">And there could be margin benefits in the interim, according to Raymond James analyst Srini Pajjuri. He and his team “expect any delays to drive upside to Hopper [graphics processing units] in the short term, which could actually benefit gross margins.” They estimate gross margins for Hopper are three to six percentage points above what they’ll be for Blackwell.</p><h3 id=\"id_845140984\" style=\"text-align: start;\">How big will the beat be?</h3><p style=\"text-align: start;\">While consensus expectations call for $28.7 billion in revenue, up from $13.5 billion a year earlier, many analysts expect Nvidia to end up posting sales at or above the $30 billion mark.</p><p style=\"text-align: start;\">Melius Research’s Reitzes, for instance, will be looking to see whether Nvidia can beat expectations for the latest quarter by $2 billion — while also suggesting that revenue for the current quarter can be $2 billion above last quarter’s total, and giving investors confidence in the potential for sales to be $2 billion higher than that in the January quarter.</p><p>The company has beaten revenue expectations every quarter going back at least five years, according to FactSet data. It beat by about $1.5 billion in the April quarter.</p><p style=\"text-align: start;\">From a profit standpoint, Nvidia has only missed expectations on adjusted earnings per share in one of the past 20 quarters, and it posted a roughly 9% beat in its last report.</p><p style=\"text-align: start;\">Analysts are looking for 65 cents in adjusted EPS this time around, up from 27 cents a year before. Nvidia was expected to be the largest contributor to the S&P information-technology sector’s year-over-year earnings growth, according to an Aug. 16 FactSet report.</p><h3 id=\"id_3809963648\" style=\"text-align: start;\">What will the Blackwell ramp look like next year?</h3><p style=\"text-align: start;\">Beyond the short-run issue of potential Blackwell shipment delays is the bigger topic of what the new chip will do for Nvidia once the ramp takes off.</p><p style=\"text-align: start;\">Raymond James’ Pajjuri is upbeat. The “supply chain appears to be building as much as [50,000 to 70,000] GB200 NVL rack capacity” for next calendar year, “which translates to [$100 billion to 150 billion in] potential revenue from systems alone,” he wrote.</p><p style=\"text-align: start;\">“We won’t get too carried away based on supply-chain numbers alone but see room for upside to consensus estimates” for data-center revenue in calendar 2025. That was $146 billion at the time he published his note last Tuesday and stands at $148 billion now.</p><p style=\"text-align: start;\">But while Jefferies analyst Blayne Curtis was upbeat about the short term, he took a more measured view on the medium term.</p><p style=\"text-align: start;\">“We highlighted over a month ago that expectations for Blackwell timing and content were too optimistic and we felt it was harder to get to $5 in EPS for CY25, but we do still believe our estimates (roughly $1 billion ahead for July/Oct) are achievable but likely not beatable,” he wrote on Thursday.</p><h3 id=\"id_4149960604\" style=\"text-align: start;\">And how about 2026?</h3><p style=\"text-align: start;\">Yes, Nvidia investors are already thinking more than a year out.</p><p style=\"text-align: start;\">Late last year, some on Wall Street wondered whether 2024 could wind up the “peak” year for Nvidia, according to Reitzes. “The ‘peak year’ worry could resurface again soon” when it comes to calendar 2025, he wrote. “It will be best to hear (yet again) from Jensen on this call regarding whether he’s still on a one-year upgrade cadence with the successor to Blackwell.”</p><p style=\"text-align: start;\">That Rubin product could set the stage for further revenue growth in calendar 2026, he noted. (The FactSet consensus calls for revenue of $194 billion in calendar 2026, up from an estimated $164 billion in calendar 2025 and a projected $116 billion this calendar year.)</p><p style=\"text-align: start;\">“The one issue that Nvidia will need to tackle more and more is the concern around power availability — and how it is helping customers find affordable and available electricity,” Reitzes wrote. “Blackwell and Rubin innovations will help offset shortages and space constraints, but the view is that customers will just buy more and still use a lot of power.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462543521","content_text":"When Nvidia reports earnings Wednesday afternoon, investors have short-term questions on Blackwell shipment delays and long-term questions on the 2026 outlookNvidia reports earnings on Wednesday afternoon.Investors will be looking for plenty of answers from Nvidia Corp.’s management team later this week — concerning both the immediate term and the semiconductor company’s prospects going out more than a year from now.In the short term, there are questions about the company’s new Blackwell chip lineup, especially given reports that initial shipments could be slightly delayed. And even before Blackwell starts shipping, Wall Street will still be wondering whether anticipation for that product has crimped any demand for Nvidia’s current Hopper line.Longer term, investors want to hear about the opportunity for Blackwell once fully ramped, and the product pathway even beyond Blackwell.Here are the five most important topics to listen for when Nvidia reports fiscal second-quarter earnings on Wednesday afternoon:How robust is Hopper demand — and supply?The prospect of a Hopper “air pocket” has been on investors’ minds for a while now, given some fears that customers would pull back on Hopper purchases as they await the more powerful Blackwell lineup.Last quarter, Chief Executive Jensen Huang “was able to successfully quell concerns of a demand air pocket, and we would expect he likely does the same” this quarter, Evercore ISI C.J. Muse wrote in a recent preview.“Our hope is that he lays out a vision for continued data-denter growth over the next 12 months, which would bridge the gap into a full-fledged Blackwell ramp,” Muse continued.Rosenblatt’s Hans Mosesmann will be keeping an eye on Hopper supply. The “wildcard” in Nvidia’s earnings is “how constrained the company is for Hopper platforms,” he wrote recently. That will determine the magnitude of the beat-and-raise performance he expects from the company.What are the expectations for early Blackwell shipments?Analysts aren’t really sweating the prospect of a brief delay to the start of Blackwell shipments, but they’ll certainly be looking for Huang to comment on the expected timeline.“Yes, we were concerned when we first heard about issues with the new Blackwell chips in the supply chain and from customers that included commentary around a three-month delay due to potential overheating, a design issue and some packaging issues,” Melius Research analyst Ben Reitzes wrote in a note to clients. “However, it seems volumes for Blackwell systems can still be quite strong in the April ’25 quarter.”The thinking from some analysts seems to be that as long as potential Blackwell delays don’t last too long, Nvidia wouldn’t really lose out on business but rather would see revenue shift into later quarters.And there could be margin benefits in the interim, according to Raymond James analyst Srini Pajjuri. He and his team “expect any delays to drive upside to Hopper [graphics processing units] in the short term, which could actually benefit gross margins.” They estimate gross margins for Hopper are three to six percentage points above what they’ll be for Blackwell.How big will the beat be?While consensus expectations call for $28.7 billion in revenue, up from $13.5 billion a year earlier, many analysts expect Nvidia to end up posting sales at or above the $30 billion mark.Melius Research’s Reitzes, for instance, will be looking to see whether Nvidia can beat expectations for the latest quarter by $2 billion — while also suggesting that revenue for the current quarter can be $2 billion above last quarter’s total, and giving investors confidence in the potential for sales to be $2 billion higher than that in the January quarter.The company has beaten revenue expectations every quarter going back at least five years, according to FactSet data. It beat by about $1.5 billion in the April quarter.From a profit standpoint, Nvidia has only missed expectations on adjusted earnings per share in one of the past 20 quarters, and it posted a roughly 9% beat in its last report.Analysts are looking for 65 cents in adjusted EPS this time around, up from 27 cents a year before. Nvidia was expected to be the largest contributor to the S&P information-technology sector’s year-over-year earnings growth, according to an Aug. 16 FactSet report.What will the Blackwell ramp look like next year?Beyond the short-run issue of potential Blackwell shipment delays is the bigger topic of what the new chip will do for Nvidia once the ramp takes off.Raymond James’ Pajjuri is upbeat. The “supply chain appears to be building as much as [50,000 to 70,000] GB200 NVL rack capacity” for next calendar year, “which translates to [$100 billion to 150 billion in] potential revenue from systems alone,” he wrote.“We won’t get too carried away based on supply-chain numbers alone but see room for upside to consensus estimates” for data-center revenue in calendar 2025. That was $146 billion at the time he published his note last Tuesday and stands at $148 billion now.But while Jefferies analyst Blayne Curtis was upbeat about the short term, he took a more measured view on the medium term.“We highlighted over a month ago that expectations for Blackwell timing and content were too optimistic and we felt it was harder to get to $5 in EPS for CY25, but we do still believe our estimates (roughly $1 billion ahead for July/Oct) are achievable but likely not beatable,” he wrote on Thursday.And how about 2026?Yes, Nvidia investors are already thinking more than a year out.Late last year, some on Wall Street wondered whether 2024 could wind up the “peak” year for Nvidia, according to Reitzes. “The ‘peak year’ worry could resurface again soon” when it comes to calendar 2025, he wrote. “It will be best to hear (yet again) from Jensen on this call regarding whether he’s still on a one-year upgrade cadence with the successor to Blackwell.”That Rubin product could set the stage for further revenue growth in calendar 2026, he noted. (The FactSet consensus calls for revenue of $194 billion in calendar 2026, up from an estimated $164 billion in calendar 2025 and a projected $116 billion this calendar year.)“The one issue that Nvidia will need to tackle more and more is the concern around power availability — and how it is helping customers find affordable and available electricity,” Reitzes wrote. “Blackwell and Rubin innovations will help offset shortages and space constraints, but the view is that customers will just buy more and still use a lot of power.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342601881882840,"gmtCreate":1724649663303,"gmtModify":1724649667532,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/342601881882840","repostId":"2462867742","repostType":2,"repost":{"id":"2462867742","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1724626920,"share":"https://ttm.financial/m/news/2462867742?lang=&edition=fundamental","pubTime":"2024-08-26 07:02","market":"fut","language":"en","title":"Nvidia, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2462867742","media":"Dow Jones","summary":"Highly anticipated earnings from Nvidia, the Federal Reserve's preferred inflation gauge, and the latest housing-market data will be the final week of August's highlights.The highlight on the earnings calendar will be Nvidia's results on Wednesday evening. As the poster child for the artificial-intelligence trade, they'll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie & Fitch, Bath & Body Works, Five Below, Kohl's, and Victoria's Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists' cons","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0c7168f378aee727ddc994ee37cb159\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>Highly anticipated earnings from Nvidia, the Federal Reserve's preferred inflation gauge, and the latest housing-market data will be the final week of August's highlights.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/090df54dea9edc9209685d68da26c6dd\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The highlight on the earnings calendar will be Nvidia's results on Wednesday evening. As the poster child for the artificial-intelligence trade, they'll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.</p><p>More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie & Fitch, Bath & Body Works, <a href=\"https://laohu8.com/S/FIVE\">Five Below</a>, Kohl's, and Victoria's Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.</p><p>On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists' consensus estimate is for the index to be up 2.6% from a year earlier. The Fed has a 2% annual inflation target.</p><p>Other data to watch this week include the Census Bureau's durable goods report for July on Monday and the Conference Board's Consumer Confidence Index for August on Tuesday. There will also be fresh housing data in the form of the S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller Home Price Indexes for June on Tuesday and the National Association of Realtors' Pending Home Sales Index for July on Thursday. The Bureau of Economic Analysis will release its second preliminary estimate of second-quarter gross domestic product growth also on Thursday.</p><h2 id=\"id_1740782252\">Monday, 8/26</h2><p>The Census Bureau releases the durable goods report for July. Consensus estimate is for new orders for manufactured durable goods to increase 6.8% month over month, according to FactSet. Durable goods orders fell 6.7% in June.</p><p>PDD is scheduled to release quarterly results.</p><h2 id=\"id_2895071876\">Tuesday, 8/27</h2><p>S&P CoreLogic releases its Case-Shiller Home Price Indexes for June. In May, the national home price index reached a new high, rising 5.9% year over year.</p><p>The Conference Board releases its Consumer Confidence Index for August. Expectations are for a 100 reading, three-tenths of a percentage point lower than July's reading, per FactSet.</p><p>Nordstrom and Box are scheduled to release quarterly results.</p><h2 id=\"id_3545607786\">Wednesday, 8/28</h2><p>Nvidia, with a more than $3 trillion market capitalization, reports quarterly results on Wednesday after the market close will likely move the market, one way or the other. Wall Street expects the company to report earnings of 65 cents per share on sales of $28.7 billion, according to FactSet. The chip maker's guidance and management commentary on customers' investments in AI technology will be the most telling.</p><p>Salesforce, CrowdStrike, HP Inc., Li Auto, Pure Storage, Okta, J.M. Smucker, Chewy, Affirm, Abercrombie & Fitch, Bath & Body Works, Five Below, Foot Locker, Kohl's, Victoria's Secret, and B. Riley Financial are also expected to report earnings.</p><h2 id=\"id_2036547803\">Thursday, 8/29</h2><p>The Bureau of Economic Analysis releases its second preliminary estimate of second-quarter gross domestic product growth. Consensus estimate is for real GDP to have grown at a seasonally adjusted annual rate of 2.8%, matching the advance estimate published in July.</p><p>The National Association of Realtors releases its Pending Home Sales Index, a leading indicator of housing activity, for July. Economists surveyed by FactSet forecast a 1.3% month-over-month increase for the index, following a 4.8% gain in June.</p><p>Dell, Marvell, Autodesk, Lululemon, MongoDB, Best Buy, Ulta, Burlington, Campbell Soup, Birkenstock, Ollie's Bargain Outlet, American Eagle Outfitters, Academy Sports and Outdoors, and Polestar Automotive are scheduled to report quarterly results.</p><h2 id=\"id_2267574466\">Friday, 8/30</h2><p>The BEA releases the personal consumption expenditures price index for July. Consensus estimate is for the PCE price index to increase 2.6% year over year, one-tenth of a percentage point less than in June, according to FactSet The core PCE, which excludes volatile food and energy prices, is expected to rise 2.7%, also one-tenth of a percentage point less than the previous month.</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, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week</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, Best Buy, and Salesforce Earnings; Inflation and Housing Data; and More to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-26 07:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0c7168f378aee727ddc994ee37cb159\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>Highly anticipated earnings from Nvidia, the Federal Reserve's preferred inflation gauge, and the latest housing-market data will be the final week of August's highlights.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/090df54dea9edc9209685d68da26c6dd\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The highlight on the earnings calendar will be Nvidia's results on Wednesday evening. As the poster child for the artificial-intelligence trade, they'll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.</p><p>More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie & Fitch, Bath & Body Works, <a href=\"https://laohu8.com/S/FIVE\">Five Below</a>, Kohl's, and Victoria's Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.</p><p>On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists' consensus estimate is for the index to be up 2.6% from a year earlier. The Fed has a 2% annual inflation target.</p><p>Other data to watch this week include the Census Bureau's durable goods report for July on Monday and the Conference Board's Consumer Confidence Index for August on Tuesday. There will also be fresh housing data in the form of the S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller Home Price Indexes for June on Tuesday and the National Association of Realtors' Pending Home Sales Index for July on Thursday. The Bureau of Economic Analysis will release its second preliminary estimate of second-quarter gross domestic product growth also on Thursday.</p><h2 id=\"id_1740782252\">Monday, 8/26</h2><p>The Census Bureau releases the durable goods report for July. Consensus estimate is for new orders for manufactured durable goods to increase 6.8% month over month, according to FactSet. Durable goods orders fell 6.7% in June.</p><p>PDD is scheduled to release quarterly results.</p><h2 id=\"id_2895071876\">Tuesday, 8/27</h2><p>S&P CoreLogic releases its Case-Shiller Home Price Indexes for June. In May, the national home price index reached a new high, rising 5.9% year over year.</p><p>The Conference Board releases its Consumer Confidence Index for August. Expectations are for a 100 reading, three-tenths of a percentage point lower than July's reading, per FactSet.</p><p>Nordstrom and Box are scheduled to release quarterly results.</p><h2 id=\"id_3545607786\">Wednesday, 8/28</h2><p>Nvidia, with a more than $3 trillion market capitalization, reports quarterly results on Wednesday after the market close will likely move the market, one way or the other. Wall Street expects the company to report earnings of 65 cents per share on sales of $28.7 billion, according to FactSet. The chip maker's guidance and management commentary on customers' investments in AI technology will be the most telling.</p><p>Salesforce, CrowdStrike, HP Inc., Li Auto, Pure Storage, Okta, J.M. Smucker, Chewy, Affirm, Abercrombie & Fitch, Bath & Body Works, Five Below, Foot Locker, Kohl's, Victoria's Secret, and B. Riley Financial are also expected to report earnings.</p><h2 id=\"id_2036547803\">Thursday, 8/29</h2><p>The Bureau of Economic Analysis releases its second preliminary estimate of second-quarter gross domestic product growth. Consensus estimate is for real GDP to have grown at a seasonally adjusted annual rate of 2.8%, matching the advance estimate published in July.</p><p>The National Association of Realtors releases its Pending Home Sales Index, a leading indicator of housing activity, for July. Economists surveyed by FactSet forecast a 1.3% month-over-month increase for the index, following a 4.8% gain in June.</p><p>Dell, Marvell, Autodesk, Lululemon, MongoDB, Best Buy, Ulta, Burlington, Campbell Soup, Birkenstock, Ollie's Bargain Outlet, American Eagle Outfitters, Academy Sports and Outdoors, and Polestar Automotive are scheduled to report quarterly results.</p><h2 id=\"id_2267574466\">Friday, 8/30</h2><p>The BEA releases the personal consumption expenditures price index for July. Consensus estimate is for the PCE price index to increase 2.6% year over year, one-tenth of a percentage point less than in June, according to FactSet The core PCE, which excludes volatile food and energy prices, is expected to rise 2.7%, also one-tenth of a percentage point less than the previous month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JWN":"诺德斯特龙","HPQ":"惠普","BBY":"百思买","NVDA":"英伟达","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462867742","content_text":"Highly anticipated earnings from Nvidia, the Federal Reserve's preferred inflation gauge, and the latest housing-market data will be the final week of August's highlights.The highlight on the earnings calendar will be Nvidia's results on Wednesday evening. As the poster child for the artificial-intelligence trade, they'll be sure to move the market, one way or the other. Other companies reporting this week will include PDD Holdings on Monday; Box on Tuesday; Salesforce, CrowdStrike, HP Inc., Okta, and Chewy on Wednesday; and Dell Technologies and Marvell Technology on Thursday.More retailers are reporting results this week, including Nordstrom on Tuesday, followed by Abercrombie & Fitch, Bath & Body Works, Five Below, Kohl's, and Victoria's Secret on Wednesday. Best Buy, Burlington Stores, Lululemon Athletica, Ulta Beauty, and American Eagle Outfitters report on Thursday.On Friday, Fed officials will get a look at the July personal consumption expenditures price index. Economists' consensus estimate is for the index to be up 2.6% from a year earlier. The Fed has a 2% annual inflation target.Other data to watch this week include the Census Bureau's durable goods report for July on Monday and the Conference Board's Consumer Confidence Index for August on Tuesday. There will also be fresh housing data in the form of the S&P CoreLogic Case-Shiller Home Price Indexes for June on Tuesday and the National Association of Realtors' Pending Home Sales Index for July on Thursday. The Bureau of Economic Analysis will release its second preliminary estimate of second-quarter gross domestic product growth also on Thursday.Monday, 8/26The Census Bureau releases the durable goods report for July. Consensus estimate is for new orders for manufactured durable goods to increase 6.8% month over month, according to FactSet. Durable goods orders fell 6.7% in June.PDD is scheduled to release quarterly results.Tuesday, 8/27S&P CoreLogic releases its Case-Shiller Home Price Indexes for June. In May, the national home price index reached a new high, rising 5.9% year over year.The Conference Board releases its Consumer Confidence Index for August. Expectations are for a 100 reading, three-tenths of a percentage point lower than July's reading, per FactSet.Nordstrom and Box are scheduled to release quarterly results.Wednesday, 8/28Nvidia, with a more than $3 trillion market capitalization, reports quarterly results on Wednesday after the market close will likely move the market, one way or the other. Wall Street expects the company to report earnings of 65 cents per share on sales of $28.7 billion, according to FactSet. The chip maker's guidance and management commentary on customers' investments in AI technology will be the most telling.Salesforce, CrowdStrike, HP Inc., Li Auto, Pure Storage, Okta, J.M. Smucker, Chewy, Affirm, Abercrombie & Fitch, Bath & Body Works, Five Below, Foot Locker, Kohl's, Victoria's Secret, and B. Riley Financial are also expected to report earnings.Thursday, 8/29The Bureau of Economic Analysis releases its second preliminary estimate of second-quarter gross domestic product growth. Consensus estimate is for real GDP to have grown at a seasonally adjusted annual rate of 2.8%, matching the advance estimate published in July.The National Association of Realtors releases its Pending Home Sales Index, a leading indicator of housing activity, for July. Economists surveyed by FactSet forecast a 1.3% month-over-month increase for the index, following a 4.8% gain in June.Dell, Marvell, Autodesk, Lululemon, MongoDB, Best Buy, Ulta, Burlington, Campbell Soup, Birkenstock, Ollie's Bargain Outlet, American Eagle Outfitters, Academy Sports and Outdoors, and Polestar Automotive are scheduled to report quarterly results.Friday, 8/30The BEA releases the personal consumption expenditures price index for July. Consensus estimate is for the PCE price index to increase 2.6% year over year, one-tenth of a percentage point less than in June, according to FactSet The core PCE, which excludes volatile food and energy prices, is expected to rise 2.7%, also one-tenth of a percentage point less than the previous month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342601173574032,"gmtCreate":1724649365767,"gmtModify":1724649369447,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/342601173574032","repostId":"2462367548","repostType":2,"repost":{"id":"2462367548","kind":"highlight","pubTimestamp":1724643293,"share":"https://ttm.financial/m/news/2462367548?lang=&edition=fundamental","pubTime":"2024-08-26 11:34","market":"sg","language":"en","title":"Is Apple Nearing Its Breaking Point?","url":"https://stock-news.laohu8.com/highlight/detail?id=2462367548","media":"seekingalpha","summary":"Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett's portfolio.JPMorgan, Vanguard and BlackRock, major Apple inve","content":"<html><head></head><body><ul style=\"\"><li><p>Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett's portfolio.</p></li><li><p>JPMorgan, Vanguard and BlackRock, major Apple investors, hold increased positions in their portfolio in Apple, respectively. Vanguard increased holdings by 0.46%, while BlackRock added 0.93%, reflecting confidence in Apple’s.</p></li><li><p>Apple’s iPhone revenue fell by 1% to $39.3 billion, but iPad revenue surged 24% to $7.2 billion, driven by new models. Mac revenue rose by 2% to $7 billion.</p></li><li><p>Apple's RSI at 65.20 suggests the stock is nearing overbought territory, with limited short-term upside potential toward the $236 target price, signaling possible corrections or consolidation before further growth.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6cb1902f1aecac53e90a73d4e252eb16\" tg-width=\"750\" tg-height=\"498\"/></p><p>fazon1</p><p></p><h2 id=\"id_434294934\">Investment Thesis</h2><p>Since our last coverage, Apple (NASDAQ:AAPL) has delivered an impressive 8% return, moving closer to our previous year-end target price of $240. Warren Buffett's recent sale of nearly half of his Apple stake appears to be a strategic portfolio rebalancing rather than a signal of declining confidence in the company.</p><p>This has likely tempered short-term price action, but Apple's robust institutional backing, strong financials, and solid product performance support its long-term growth potential, reducing concerns over Buffett's sale.</p><p>Finally, Apple appears fairly valued at its current price, with strong institutional support and solid financials, though it is nearing overbought territory, suggesting limited short-term upside potential.</p><h2 id=\"id_2261179473\">Apple's Stock May Hit $236 Or Higher Target</h2><p>AAPL stock is currently priced at $225. The stock's average price target for 2024 is $236, aligning with the 0.618 3-point Fibonacci retracement level, suggesting potential resistance at this level. The optimistic target of $253 aligns with the 1 Fibonacci level, while the pessimistic target of $217 correlates with the 0.382 level, which indicates potential support if the stock faces downward pressure. These levels are critical for traders monitoring retracements or extensions in price action, particularly in short-term trends projected across Fibonacci levels.</p><p>Moreover, the RSI value of 65.20 suggests that the stock is nearing <strong>overbought territory</strong>, although the sideways trend with a downward reversion indicates weakening bullish momentum. The absence of bullish and bearish divergence further emphasizes that the RSI is not signaling any significant reversal or sell-off patterns. Still, the market may expect a minor correction as the RSI reverts towards the 50 level.</p><p>Further, the Volume Price Trend (VPT) line, currently upward but reverting, suggests increased buying pressure, albeit with signs of slowing momentum. The VPT value of 1.05 billion against its moving average of 991.67 million indicates a bottom touchdown could serve as a potential support level.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6e1b9c8df0bf0c92e99004f02ccb7ac\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (trendspider.com)</p><p></p><p>Finally, seasonality analysis for August 2024 over 43 years indicates a <strong>61% probability</strong> of positive returns if an investment is made this month, making it an appealing entry point for those considering historical trends. However, September has historically been a weak month for AAPL returns, leading some investors to capitalize on any correction to maximize long-term gains.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98c94462b05a2585865efbe5bae9b54b\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (trendspider.com)</p><p></p><h2 id=\"id_3189645377\">Apple's Institutional Strength: Buffett's Strategic Shift, Big Players Double Down</h2><p>Berkshire Hathaway holds a massive portfolio position in Apple's stock. Buffett's investment philosophy focuses on long-term and value-oriented approaches that typically avoid high-tech companies. However, Buffett's investment in Apple has treated it like a consumer products company.</p><p>Apple aligns with his long-standing preference for businesses with a loyal customer base and solid top-line. Interestingly, Berkshire Hathaway reduced its stake in Apple by 49% through selling 389.37 million shares during Q2 2024. Despite this significant reduction, Buffett's holding in Apple still represents 30.09% of his portfolio.</p><p>Buffett focuses on maintaining 400 million shares identical to his long-term Coca-Cola holdings (a company he has held for decades). This investment strategy shift suggests Apple may remain a vital and prolonged part of Berkshire's portfolio strategy.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15fbe32afad56948a0e502594bf2ace9\" tg-width=\"1280\" tg-height=\"676\"/></p><p>GuruFocus</p><p></p><p>Beyond Warren Buffett, Apple is heavily backed by the world's largest and most sharp institutions. The company's institutional holding structure points to its high perceived value and stability on the street. As of Q2 2024, the largest institutional shareholders include Vanguard and BlackRock.</p><p>To begin with, Vanguard holds the largest stake in Apple, a portfolio allocation of 5.36% (1.32 billion shares) valued at $279 billion. It has made a modest increase of 6.11 million shares (+0.46%), which signals confidence in Apple's long-term prospects even at the all-time high. This slight increase reflects Vanguard's mark on Apple's sustained growth potential. With that, Apple is a cornerstone of Vanguard's portfolio at an average buy price of $28.84.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2117057b796188326bca89c341d426c\" tg-width=\"1176\" tg-height=\"584\"/></p><p>GuruFocus</p><p></p><p>Similarly, BlackRock (largest asset manager) holds 5.02% of its portfolio in Apple (1.05 billion shares) valued at $221.20 billion with an average buy price at $38.57. The addition of 9.69 million shares represents a more aggressive increase than Vanguard. The nearly 1% increase in holdings suggests that BlackRock still perceives Apple as a critical component of its investment strategy. Further, FMR has increased its holdings by 19.61% by adding 56.66 million shares, bringing its buying average to $57.54. This substantial increase signals that FMR anticipates high price returns from Apple. Other significant transactions were executed by Geode Capital (+5.65 million shares) and Morgan Stanley (+9.07 million shares) in Q2.</p><p>Finally, Price T Rowe Associates also boosted its holding with a large increase of 21.52 million shares. The 10.4% growth in holdings indicates that Price T Rowe expects Apple to continue its upward trajectory. Norges Bank has chosen to invest a substantial portion of its portfolio in Apple right from the start. Norges Bank's new massive position of 177.53 million shares at $191.05 average price and JPMorgan Chase & Co's 15.85% increase (24.73 million shares) in holdings indicate a fresh wave of smart money in Apple's growth potential.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94cd941ddbbde948c0ba14fcb6287501\" tg-width=\"1200\" tg-height=\"700\"/></p><p>Yiazou (hedgefollow.com)</p><p></p><p>In short, the total institutional activity reflects an increase of 35 million shares. Here, the number of hedge funds holding AAPL has increased to 803 in Q2 2024 against 710 in Q1. There were 233 new institutional holders in the AAPL during Q2. These ownership trends mark AAPL as a solid investment option. Buffett's move on AAPL can be considered an act of portfolio rebalancing instead of a systematic exit. This move by Warren Buffett is warranted to preserve the investment gains that were not progressive over the decade.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b21e8eb2e61477070cd522a3c245f255\" tg-width=\"1200\" tg-height=\"700\"/></p><p>10Q (Yiazou)</p><p></p><h2 id=\"id_3791180721\">Apple's Record Q3: Double-Digit EPS Growth, Strong Product Lineup, Robust Cash Reserves</h2><p>Apple's EPS grew by double digits to $1.40, setting a record for the June quarter. This double-digit growth in EPS points to Apple's high profitability. The company's ability to attain record EPS in a single quarter, considering its size and during macroeconomic uncertainty, reflects its capacity to derive solid market value.</p><p>Product Line Performance was solid beyond the 14% annual jump in services revenue. iPhone revenue was $39.3 billion, representing a slight decline of 1% year-over-year. However, on a constant currency basis, the iPhone segment showed growth.</p><p>Moreover, Mac revenue increased by 2% to $7 billion due to the popularity of the M3-powered MacBook Air models. The back-to-school season and the increasing demand for computing devices among students and professionals have led to this growth. Moreover, iPad revenue surged by 24% year-over-year to $7.2 billion. The launch of the new iPad Air and iPad Pro models with M4 chips led to this jump.</p><p>In short, new product launches rapidly benefit the company's top line, considering the upcoming iPhone 16 launch fiscal 2025 revenue may experience growth beyond analysts' estimates.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06e3bb3107bfb8063913d6361f835e0d\" tg-width=\"1280\" tg-height=\"593\"/></p><p>seekingalpha.com</p><p></p><p>Finally, Apple's financial stability and substantial cash reserves are significant strengths that support its growth potential. Apple's cash flow generation remains solid. The company generated $23 billion in operating cash flow during Q3 2024, which enabled Apple to return $24 billion to shareholders during the quarter, including $19 billion in share repurchases and $5 billion in dividends. As of the end of Q3 2024, Apple's cash reserves stood at $166 billion, providing the company significant financial flexibility.</p><h2 id=\"id_2013075535\">Apple's AI Gamble: Can Vision Pro and Late AI Push Overcome Big Risks?</h2><p>Apple's significant investments in AI and machine learning with the introduction of Apple Intelligence is a delay against the competitor's AI launches. However, the success of these AI initiatives is far from guaranteed. The tech industry is highly competitive with Apple's late entry into certain AI domains against rivals like Google and Microsoft, which may hinder its top-line growth and capability to dominate the AI market (due to the lack of first mover advantage).</p><p>On the other hand, the launch of Apple Vision Pro (a high-end mixed reality device) represents a bold step into new product territory. However, the success of this product is still uncertain due to its premium pricing and the nascent state of the mixed reality market. The risk is that the initial excitement and interest may not translate into widespread adoption if competing products offer similar capabilities at lower prices. Additionally, the heavy reliance on developer support to create compelling apps for Vision Pro could be a bottleneck for the top-line.</p><p>Finally, the blind following behind Warren Buffett may continue to misinterpret the sell action on Apple's stake as an inflection point for the stock. This may create short-term selling pressure on the stock.</p><h2 id=\"id_944940\">Takeaway</h2><p>While Warren Buffett's reduction of his Apple stake may create short-term selling pressure, it appears to be a strategic portfolio rebalancing rather than a lack of confidence in the company. Apple's solid institutional backing, robust financials, and consistent product performance support its long-term growth potential. However, with the stock nearing overbought territory, further short-term upside may be limited.</p></body></html>","source":"seekingalpha","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>Is Apple Nearing Its Breaking Point?</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\">\nIs Apple Nearing Its Breaking Point?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-26 11:34 GMT+8 <a href=https://seekingalpha.com/article/4716941-is-apple-nearing-its-breaking-point><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett's portfolio.JPMorgan, Vanguard and BlackRock, major Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716941-is-apple-nearing-its-breaking-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4574":"无人驾驶","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BRK.A":"伯克希尔","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BRK.B":"伯克希尔B","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4581":"高盛持仓","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4504":"桥水持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4135":"资产管理与托管银行","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","BK4592":"伊斯兰概念","BLK":"贝莱德","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4571":"数字音乐概念","LU0971096721.USD":"富达环球金融服务 A","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4576":"AR","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4575":"芯片概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","AAPL":"苹果","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4588":"碎股","BK4501":"段永平概念","BK4527":"明星科技股","BK4579":"人工智能","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://seekingalpha.com/article/4716941-is-apple-nearing-its-breaking-point","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2462367548","content_text":"Berkshire Hathaway cut its Apple stake by 49.33% in Q2 2024, selling 389.37 million shares. Despite this, Apple remains 30.09% of Buffett's portfolio.JPMorgan, Vanguard and BlackRock, major Apple investors, hold increased positions in their portfolio in Apple, respectively. Vanguard increased holdings by 0.46%, while BlackRock added 0.93%, reflecting confidence in Apple’s.Apple’s iPhone revenue fell by 1% to $39.3 billion, but iPad revenue surged 24% to $7.2 billion, driven by new models. Mac revenue rose by 2% to $7 billion.Apple's RSI at 65.20 suggests the stock is nearing overbought territory, with limited short-term upside potential toward the $236 target price, signaling possible corrections or consolidation before further growth.fazon1Investment ThesisSince our last coverage, Apple (NASDAQ:AAPL) has delivered an impressive 8% return, moving closer to our previous year-end target price of $240. Warren Buffett's recent sale of nearly half of his Apple stake appears to be a strategic portfolio rebalancing rather than a signal of declining confidence in the company.This has likely tempered short-term price action, but Apple's robust institutional backing, strong financials, and solid product performance support its long-term growth potential, reducing concerns over Buffett's sale.Finally, Apple appears fairly valued at its current price, with strong institutional support and solid financials, though it is nearing overbought territory, suggesting limited short-term upside potential.Apple's Stock May Hit $236 Or Higher TargetAAPL stock is currently priced at $225. The stock's average price target for 2024 is $236, aligning with the 0.618 3-point Fibonacci retracement level, suggesting potential resistance at this level. The optimistic target of $253 aligns with the 1 Fibonacci level, while the pessimistic target of $217 correlates with the 0.382 level, which indicates potential support if the stock faces downward pressure. These levels are critical for traders monitoring retracements or extensions in price action, particularly in short-term trends projected across Fibonacci levels.Moreover, the RSI value of 65.20 suggests that the stock is nearing overbought territory, although the sideways trend with a downward reversion indicates weakening bullish momentum. The absence of bullish and bearish divergence further emphasizes that the RSI is not signaling any significant reversal or sell-off patterns. Still, the market may expect a minor correction as the RSI reverts towards the 50 level.Further, the Volume Price Trend (VPT) line, currently upward but reverting, suggests increased buying pressure, albeit with signs of slowing momentum. The VPT value of 1.05 billion against its moving average of 991.67 million indicates a bottom touchdown could serve as a potential support level.Yiazou (trendspider.com)Finally, seasonality analysis for August 2024 over 43 years indicates a 61% probability of positive returns if an investment is made this month, making it an appealing entry point for those considering historical trends. However, September has historically been a weak month for AAPL returns, leading some investors to capitalize on any correction to maximize long-term gains.Yiazou (trendspider.com)Apple's Institutional Strength: Buffett's Strategic Shift, Big Players Double DownBerkshire Hathaway holds a massive portfolio position in Apple's stock. Buffett's investment philosophy focuses on long-term and value-oriented approaches that typically avoid high-tech companies. However, Buffett's investment in Apple has treated it like a consumer products company.Apple aligns with his long-standing preference for businesses with a loyal customer base and solid top-line. Interestingly, Berkshire Hathaway reduced its stake in Apple by 49% through selling 389.37 million shares during Q2 2024. Despite this significant reduction, Buffett's holding in Apple still represents 30.09% of his portfolio.Buffett focuses on maintaining 400 million shares identical to his long-term Coca-Cola holdings (a company he has held for decades). This investment strategy shift suggests Apple may remain a vital and prolonged part of Berkshire's portfolio strategy.GuruFocusBeyond Warren Buffett, Apple is heavily backed by the world's largest and most sharp institutions. The company's institutional holding structure points to its high perceived value and stability on the street. As of Q2 2024, the largest institutional shareholders include Vanguard and BlackRock.To begin with, Vanguard holds the largest stake in Apple, a portfolio allocation of 5.36% (1.32 billion shares) valued at $279 billion. It has made a modest increase of 6.11 million shares (+0.46%), which signals confidence in Apple's long-term prospects even at the all-time high. This slight increase reflects Vanguard's mark on Apple's sustained growth potential. With that, Apple is a cornerstone of Vanguard's portfolio at an average buy price of $28.84.GuruFocusSimilarly, BlackRock (largest asset manager) holds 5.02% of its portfolio in Apple (1.05 billion shares) valued at $221.20 billion with an average buy price at $38.57. The addition of 9.69 million shares represents a more aggressive increase than Vanguard. The nearly 1% increase in holdings suggests that BlackRock still perceives Apple as a critical component of its investment strategy. Further, FMR has increased its holdings by 19.61% by adding 56.66 million shares, bringing its buying average to $57.54. This substantial increase signals that FMR anticipates high price returns from Apple. Other significant transactions were executed by Geode Capital (+5.65 million shares) and Morgan Stanley (+9.07 million shares) in Q2.Finally, Price T Rowe Associates also boosted its holding with a large increase of 21.52 million shares. The 10.4% growth in holdings indicates that Price T Rowe expects Apple to continue its upward trajectory. Norges Bank has chosen to invest a substantial portion of its portfolio in Apple right from the start. Norges Bank's new massive position of 177.53 million shares at $191.05 average price and JPMorgan Chase & Co's 15.85% increase (24.73 million shares) in holdings indicate a fresh wave of smart money in Apple's growth potential.Yiazou (hedgefollow.com)In short, the total institutional activity reflects an increase of 35 million shares. Here, the number of hedge funds holding AAPL has increased to 803 in Q2 2024 against 710 in Q1. There were 233 new institutional holders in the AAPL during Q2. These ownership trends mark AAPL as a solid investment option. Buffett's move on AAPL can be considered an act of portfolio rebalancing instead of a systematic exit. This move by Warren Buffett is warranted to preserve the investment gains that were not progressive over the decade.10Q (Yiazou)Apple's Record Q3: Double-Digit EPS Growth, Strong Product Lineup, Robust Cash ReservesApple's EPS grew by double digits to $1.40, setting a record for the June quarter. This double-digit growth in EPS points to Apple's high profitability. The company's ability to attain record EPS in a single quarter, considering its size and during macroeconomic uncertainty, reflects its capacity to derive solid market value.Product Line Performance was solid beyond the 14% annual jump in services revenue. iPhone revenue was $39.3 billion, representing a slight decline of 1% year-over-year. However, on a constant currency basis, the iPhone segment showed growth.Moreover, Mac revenue increased by 2% to $7 billion due to the popularity of the M3-powered MacBook Air models. The back-to-school season and the increasing demand for computing devices among students and professionals have led to this growth. Moreover, iPad revenue surged by 24% year-over-year to $7.2 billion. The launch of the new iPad Air and iPad Pro models with M4 chips led to this jump.In short, new product launches rapidly benefit the company's top line, considering the upcoming iPhone 16 launch fiscal 2025 revenue may experience growth beyond analysts' estimates.seekingalpha.comFinally, Apple's financial stability and substantial cash reserves are significant strengths that support its growth potential. Apple's cash flow generation remains solid. The company generated $23 billion in operating cash flow during Q3 2024, which enabled Apple to return $24 billion to shareholders during the quarter, including $19 billion in share repurchases and $5 billion in dividends. As of the end of Q3 2024, Apple's cash reserves stood at $166 billion, providing the company significant financial flexibility.Apple's AI Gamble: Can Vision Pro and Late AI Push Overcome Big Risks?Apple's significant investments in AI and machine learning with the introduction of Apple Intelligence is a delay against the competitor's AI launches. However, the success of these AI initiatives is far from guaranteed. The tech industry is highly competitive with Apple's late entry into certain AI domains against rivals like Google and Microsoft, which may hinder its top-line growth and capability to dominate the AI market (due to the lack of first mover advantage).On the other hand, the launch of Apple Vision Pro (a high-end mixed reality device) represents a bold step into new product territory. However, the success of this product is still uncertain due to its premium pricing and the nascent state of the mixed reality market. The risk is that the initial excitement and interest may not translate into widespread adoption if competing products offer similar capabilities at lower prices. Additionally, the heavy reliance on developer support to create compelling apps for Vision Pro could be a bottleneck for the top-line.Finally, the blind following behind Warren Buffett may continue to misinterpret the sell action on Apple's stake as an inflection point for the stock. This may create short-term selling pressure on the stock.TakeawayWhile Warren Buffett's reduction of his Apple stake may create short-term selling pressure, it appears to be a strategic portfolio rebalancing rather than a lack of confidence in the company. Apple's solid institutional backing, robust financials, and consistent product performance support its long-term growth potential. However, with the stock nearing overbought territory, further short-term upside may be limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341583331143920,"gmtCreate":1724416240552,"gmtModify":1724416242508,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"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/341583331143920","repostId":"2461587215","repostType":2,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":292698709086248,"gmtCreate":1712485983341,"gmtModify":1712485989040,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"So many articles like this but the comparison is so off. Where Cisco and Tesla reigned the competitors were not so far behind and the product in mind was achievable by a lot of other would be competitors . In Nvidia's case, there not 1 company that comes close to what they're offering. They're starting now yes, but how soon would they be able to leap frog? It's not just a matter of coding but also components and know how of how to assemble and integrate these components. I view this article to be too manipulative in the guise of a friendly reminder. I'm no optimist either but the market is all about confidence and this gradual shaking can be disastrous as well. ","listText":"So many articles like this but the comparison is so off. Where Cisco and Tesla reigned the competitors were not so far behind and the product in mind was achievable by a lot of other would be competitors . In Nvidia's case, there not 1 company that comes close to what they're offering. They're starting now yes, but how soon would they be able to leap frog? It's not just a matter of coding but also components and know how of how to assemble and integrate these components. I view this article to be too manipulative in the guise of a friendly reminder. I'm no optimist either but the market is all about confidence and this gradual shaking can be disastrous as well. ","text":"So many articles like this but the comparison is so off. Where Cisco and Tesla reigned the competitors were not so far behind and the product in mind was achievable by a lot of other would be competitors . In Nvidia's case, there not 1 company that comes close to what they're offering. They're starting now yes, but how soon would they be able to leap frog? It's not just a matter of coding but also components and know how of how to assemble and integrate these components. I view this article to be too manipulative in the guise of a friendly reminder. I'm no optimist either but the market is all about confidence and this gradual shaking can be disastrous as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/292698709086248","repostId":"2425631460","repostType":2,"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940002020,"gmtCreate":1677579964161,"gmtModify":1677579968100,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Isn't Chatgpt resourcing from up to 2021 data only? ","listText":"Isn't Chatgpt resourcing from up to 2021 data only? ","text":"Isn't Chatgpt resourcing from up to 2021 data only?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940002020","repostId":"2314924625","repostType":4,"repost":{"id":"2314924625","kind":"highlight","pubTimestamp":1677598182,"share":"https://ttm.financial/m/news/2314924625?lang=&edition=fundamental","pubTime":"2023-02-28 23:29","market":"us","language":"en","title":"I Asked ChatGPT for 10 EV Stocks to Buy. Here’s What It Recommended","url":"https://stock-news.laohu8.com/highlight/detail?id=2314924625","media":"InvestorPlace","summary":"ChatGPT provided a basic rundown of electric vehicle (EV) stocks to buy.It selected some of the indu","content":"<html><head></head><body><ul><li>ChatGPT provided a basic rundown of electric vehicle (EV) stocks to buy.</li><li>It selected some of the industry’s most well-known names, including <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>.</li><li>However, the chatbot did not provide any advanced insights into the sector.</li></ul><p><img src=\"https://static.tigerbbs.com/03fd8b712c6c9c56503263886bfa1177\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: shutterstock.com/Nixx Photography</p><p>Nearly three months after the launch of <b>OpenAI’s</b> ChatGPT, investors remain hyper-focused on artificial intelligence (<b>AI</b>). There’s plenty of reason to be. Major companies are working around the clock to perfect their own versions of the chatbot. Some are redoubling their own research and development initiatives, while others, such as Amazon, are rushing to acquire prominent AI startups.</p><p>And while this new market frenzy has created a new class of winners among AI stocks, it has also led to questions about the type of financial advice ChatGPT can provide. <i>NerdWallet</i> reports that AI technology is not ready to replace financial advisors. But to take this further, <i>InvestorPlace</i> decided to ask the chatbot for its recommendations for the best EV stocks to buy.</p><p>This isn’t the first time that we’ve tested the power of ChatGPT in financial matters. <i>InvestorPlace</i> Financial News Writer Brenden Rearick has successfully asked the chatbot for its recommendations for a list of cryptos to buy. While he later asked it for a list of cryptos to sell, he concluded that the program is still lacking, as it referenced crypto projects that are long dead.</p><p>And while Markets Analyst Thomas Yeung has successfully managed to “trick” the bot into picking a more general list of stocks to buy, I wanted to see how it would respond to commands regarding a more specific industry. Given its high investor interest, the EV sector made sense. But it is important to note that the chatbot’s data is limited and often not up to date past 2021.</p><h2>The Best EV Stocks to Buy, According to ChatGPT</h2><p>I decided to keep my commands very general at first, posing the following question: What are the top 10 best EV stocks to buy? ChatGPT began with its classic disclaimer:</p><blockquote>“As an AI language model, I do not provide financial or investment advice. However, I can give you some information on electric vehicle (EV) stocks that you may find helpful.”</blockquote><p>From there, the bot declined to rank 10 EV stocks. However, it did provide a list of companies it claims have been making headlines recently:</p><ol><li><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></li><li>$Nio (NYSE:NIO)$</li><li><a href=\"https://laohu8.com/S/GM\">General Motors</a></li><li><a href=\"https://laohu8.com/S/F\">Ford</a></li><li><a href=\"https://laohu8.com/S/LI\">Li Auto</a></li><li><a href=\"https://laohu8.com/S/VWAGY\">Volkswagen</a></li><li><a href=\"https://laohu8.com/S/BYDDY\">BYD Company</a></li><li><a href=\"https://laohu8.com/S/XPEV\">Xpeng</a></li><li><a href=\"https://laohu8.com/S/FSR\">Fisker</a></li><li><a href=\"https://laohu8.com/S/LCID\">Lucid</a></li></ol><p>These names all make sense. Tesla is the leader of the EV sector, and the other companies consistently receive media coverage. All have given investors reason to be watching them, as ChatGPT claims.</p><p>When asked to provide further context on why it selected these 10 as the top EV stocks to buy, the bot cited Tesla’s head start in the EV race, Nio’s “innovative designs and strong growth potential,” and BYD’s dynamic reach across the industry. It also highlighted Xpeng’s plans for expansion and its investments in autonomous vehicles. Regarding Lucid, it cited the company’s backing from Saudi Arabia, as well as its plans to expand further in the U.S.</p><p>The points made by ChatGPT are generally well-taken. However, the bot doesn’t account for some key things. While it notes that BYD has partnered with several prominent automakers, it doesn’t mention its recent deal with tech innovator Nvidia, which is especially relevant amid the current AI boom.</p><p>ChatGPT also doesn’t mention Nio’s G9, an electric SUV that experts have hailed as a likely sales-driving catalyst. And it only names automakers, neglecting to mention companies that power the EV sector, such as infrastructure leader ChargePoint, which Fisker recently partnered with. CHPT certainly has the growth prospects to put on any list of the best EV stocks to buy.</p><h2>Using Everyman DAN</h2><p>However, different prompts yielded slightly different results. Following Yeung’s example, I decided to create an “’Everyman DAN’ (as one of our editors has termed it), a simple stock picker attempting to please his demanding boss.” These are the five stocks ChatGPT suggested the fictitious high-growth investor James bring back to his boss:</p><ol><li><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></li><li><a href=\"https://laohu8.com/S/NIO\">Nio</a></li><li><a href=\"https://laohu8.com/S/GM\">General Motors</a></li><li><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a></li><li><a href=\"https://laohu8.com/S/DRIV\">Global X Autonomous And Electric Vehicles ETF</a></li></ol><p>Again, we see that ChatGPT is quick to name Tesla, Nio and General Motors as top EV stocks to buy. But it demonstrates discernment in identifying Plug Power, a clean energy innovator that doesn’t operate exclusively within the EV sector. As it notes:</p><blockquote>“James saw potential for hydrogen fuel cell technology to become a major player in the electric vehicle market, and he believed that Plug Power was well positioned to benefit from this trend.”</blockquote><p>On top of that, the DRIV ETF is a good pick for a list of EV stocks to buy, as it offers investors exposure to the sector without the risk that comes with betting on specific stocks. The most logical conclusion is that the prompts used to extract information from ChatGPT made a noticeable difference.</p><p>ChatGPT states that its criteria for selecting stocks centers around company fundamentals, market potential, competitive landscape, innovation, leadership and valuation. These are the standard metrics that most investors use for assessing potential stock picks. Overall, it seems ChatGPT is capable of picking the EV stocks most likely to turn up during an internet search. What it hasn’t done is demonstrated an ability to dig deeper into the sector and find the best EV stocks to buy that may still be undervalued.</p></body></html>","source":"investorplace","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>I Asked ChatGPT for 10 EV Stocks to Buy. 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Here’s What It Recommended\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 23:29 GMT+8 <a href=https://investorplace.com/2023/02/i-asked-chatgpt-for-10-ev-stocks-to-buy-heres-what-it-recommended/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ChatGPT provided a basic rundown of electric vehicle (EV) stocks to buy.It selected some of the industry’s most well-known names, including Tesla.However, the chatbot did not provide any advanced ...</p>\n\n<a href=\"https://investorplace.com/2023/02/i-asked-chatgpt-for-10-ev-stocks-to-buy-heres-what-it-recommended/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","TSLA":"特斯拉","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4588":"碎股","BK4526":"热门中概股","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","FSR":"菲斯克","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BYDDY":"比亚迪ADR","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4551":"寇图资本持仓","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LCID":"Lucid Group Inc","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4511":"特斯拉概念","SG9999002232.USD":"Allianz Global High Payout USD","NIO":"蔚来","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4531":"中概回港概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4567":"ESG概念","XPEV":"小鹏汽车","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4587":"ChatGPT概念","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4566":"资本集团","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","F":"福特汽车","BK4509":"腾讯概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://investorplace.com/2023/02/i-asked-chatgpt-for-10-ev-stocks-to-buy-heres-what-it-recommended/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314924625","content_text":"ChatGPT provided a basic rundown of electric vehicle (EV) stocks to buy.It selected some of the industry’s most well-known names, including Tesla.However, the chatbot did not provide any advanced insights into the sector.Source: shutterstock.com/Nixx PhotographyNearly three months after the launch of OpenAI’s ChatGPT, investors remain hyper-focused on artificial intelligence (AI). There’s plenty of reason to be. Major companies are working around the clock to perfect their own versions of the chatbot. Some are redoubling their own research and development initiatives, while others, such as Amazon, are rushing to acquire prominent AI startups.And while this new market frenzy has created a new class of winners among AI stocks, it has also led to questions about the type of financial advice ChatGPT can provide. NerdWallet reports that AI technology is not ready to replace financial advisors. But to take this further, InvestorPlace decided to ask the chatbot for its recommendations for the best EV stocks to buy.This isn’t the first time that we’ve tested the power of ChatGPT in financial matters. InvestorPlace Financial News Writer Brenden Rearick has successfully asked the chatbot for its recommendations for a list of cryptos to buy. While he later asked it for a list of cryptos to sell, he concluded that the program is still lacking, as it referenced crypto projects that are long dead.And while Markets Analyst Thomas Yeung has successfully managed to “trick” the bot into picking a more general list of stocks to buy, I wanted to see how it would respond to commands regarding a more specific industry. Given its high investor interest, the EV sector made sense. But it is important to note that the chatbot’s data is limited and often not up to date past 2021.The Best EV Stocks to Buy, According to ChatGPTI decided to keep my commands very general at first, posing the following question: What are the top 10 best EV stocks to buy? ChatGPT began with its classic disclaimer:“As an AI language model, I do not provide financial or investment advice. However, I can give you some information on electric vehicle (EV) stocks that you may find helpful.”From there, the bot declined to rank 10 EV stocks. However, it did provide a list of companies it claims have been making headlines recently:Tesla$Nio (NYSE:NIO)$General MotorsFordLi AutoVolkswagenBYD CompanyXpengFiskerLucidThese names all make sense. Tesla is the leader of the EV sector, and the other companies consistently receive media coverage. All have given investors reason to be watching them, as ChatGPT claims.When asked to provide further context on why it selected these 10 as the top EV stocks to buy, the bot cited Tesla’s head start in the EV race, Nio’s “innovative designs and strong growth potential,” and BYD’s dynamic reach across the industry. It also highlighted Xpeng’s plans for expansion and its investments in autonomous vehicles. Regarding Lucid, it cited the company’s backing from Saudi Arabia, as well as its plans to expand further in the U.S.The points made by ChatGPT are generally well-taken. However, the bot doesn’t account for some key things. While it notes that BYD has partnered with several prominent automakers, it doesn’t mention its recent deal with tech innovator Nvidia, which is especially relevant amid the current AI boom.ChatGPT also doesn’t mention Nio’s G9, an electric SUV that experts have hailed as a likely sales-driving catalyst. And it only names automakers, neglecting to mention companies that power the EV sector, such as infrastructure leader ChargePoint, which Fisker recently partnered with. CHPT certainly has the growth prospects to put on any list of the best EV stocks to buy.Using Everyman DANHowever, different prompts yielded slightly different results. Following Yeung’s example, I decided to create an “’Everyman DAN’ (as one of our editors has termed it), a simple stock picker attempting to please his demanding boss.” These are the five stocks ChatGPT suggested the fictitious high-growth investor James bring back to his boss:TeslaNioGeneral MotorsPlug PowerGlobal X Autonomous And Electric Vehicles ETFAgain, we see that ChatGPT is quick to name Tesla, Nio and General Motors as top EV stocks to buy. But it demonstrates discernment in identifying Plug Power, a clean energy innovator that doesn’t operate exclusively within the EV sector. As it notes:“James saw potential for hydrogen fuel cell technology to become a major player in the electric vehicle market, and he believed that Plug Power was well positioned to benefit from this trend.”On top of that, the DRIV ETF is a good pick for a list of EV stocks to buy, as it offers investors exposure to the sector without the risk that comes with betting on specific stocks. The most logical conclusion is that the prompts used to extract information from ChatGPT made a noticeable difference.ChatGPT states that its criteria for selecting stocks centers around company fundamentals, market potential, competitive landscape, innovation, leadership and valuation. These are the standard metrics that most investors use for assessing potential stock picks. Overall, it seems ChatGPT is capable of picking the EV stocks most likely to turn up during an internet search. What it hasn’t done is demonstrated an ability to dig deeper into the sector and find the best EV stocks to buy that may still be undervalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943526143,"gmtCreate":1679575243983,"gmtModify":1679575248936,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Thanks!","listText":"Thanks!","text":"Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943526143","repostId":"2321968955","repostType":2,"repost":{"id":"2321968955","kind":"highlight","pubTimestamp":1679559799,"share":"https://ttm.financial/m/news/2321968955?lang=&edition=fundamental","pubTime":"2023-03-23 16:23","market":"us","language":"en","title":"Prediction: These Will Be 5 of the Most Valuable Stocks by 2050","url":"https://stock-news.laohu8.com/highlight/detail?id=2321968955","media":"Motley Fool","summary":"If you're just getting started on your investing journey, you might find these stocks especially interesting.","content":"<html><head></head><body><p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.</p><p><b>Apple</b> is currently the world's largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of <b>Microsoft </b>have soared 382,700% since its IPO in 1986.</p><p>But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world's most valuable by 2050.</p><h2>1. AMD: A leader in high-performance computing</h2><p><b>Advanced Micro Devices</b> (AMD) is one of the world's leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in <b>Tesla</b>'s electric vehicles to gaming consoles like the Microsoft Xbox and <b>Sony </b>PlayStation.</p><p>But the data center is the company's most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.</p><p>Xilinx's adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.</p><p>The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that's not all, because the AI sector could absolutely trounce that opportunity (more on that later).</p><h2>2. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>: Building the future on connecting people</h2><p>If you've never used one of <b>Meta Platforms</b>' social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it's doing so in a few ways.</p><p>First, it's investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance's TikTok. Second, it's pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.</p><p>Meta thinks virtual reality could be the future of social and professional connection, so it's developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.</p><p>It will be difficult for a competitor to challenge Meta's current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.</p><h2>3. Nvidia: Advancing AI, supercomputers, autonomous driving, and more</h2><p>Like AMD, <b>Nvidia</b> makes some of the world's most advanced semiconductors. But it's focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it's already a widely recognized leader.</p><p>Nvidia's graphics chips are extremely popular in the gaming community, but it's the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI's ChatGPT. The company's chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.</p><p>The Nvidia Drive platform also holds long-term promise. It's an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.</p><p>Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.</p><h2>4. CrowdStrike: Cybersecurity is on the cusp of major growth</h2><p><b>CrowdStrike</b> is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it's leaving organizations more vulnerable than ever.</p><p>Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.</p><p>The company's AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.</p><p>A 2022 survey by <b>Morgan Stanley</b> revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there's no going back.</p><h2>5. C3.ai: A first-of-its-kind enterprise AI company</h2><p>Let it be known: <b>C3.ai</b> is my riskiest, most outlandish pick of this bunch, though it's packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.</p><p>I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.</p><p>C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant <b>Shell</b> to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- <b>Amazon </b>Web Services (AWS), Microsoft Azure, and <b>Alphabet</b>'s Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.</p><p>Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.</p><p>Even if I'm wrong about C3.ai becoming one of the world's most valuable companies by 2050 -- and I very well might be -- there's still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.</p></body></html>","source":"fool_stock","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>Prediction: These Will Be 5 of the Most Valuable Stocks by 2050</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; 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}\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\">\nPrediction: These Will Be 5 of the Most Valuable Stocks by 2050\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 16:23 GMT+8 <a href=https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc.","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4529":"IDC概念","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0444971666.USD":"天利全球科技基金","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","AI":"C3.ai, Inc.","META":"Meta Platforms, Inc.","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","AMD":"美国超微公司","BK4566":"资本集团","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4577":"网络游戏","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","NVDA":"英伟达","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H"},"source_url":"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321968955","content_text":"History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of Microsoft have soared 382,700% since its IPO in 1986.But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world's most valuable by 2050.1. AMD: A leader in high-performance computingAdvanced Micro Devices (AMD) is one of the world's leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in Tesla's electric vehicles to gaming consoles like the Microsoft Xbox and Sony PlayStation.But the data center is the company's most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.Xilinx's adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that's not all, because the AI sector could absolutely trounce that opportunity (more on that later).2. Meta Platforms: Building the future on connecting peopleIf you've never used one of Meta Platforms' social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it's doing so in a few ways.First, it's investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance's TikTok. Second, it's pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.Meta thinks virtual reality could be the future of social and professional connection, so it's developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.It will be difficult for a competitor to challenge Meta's current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.3. Nvidia: Advancing AI, supercomputers, autonomous driving, and moreLike AMD, Nvidia makes some of the world's most advanced semiconductors. But it's focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it's already a widely recognized leader.Nvidia's graphics chips are extremely popular in the gaming community, but it's the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI's ChatGPT. The company's chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.The Nvidia Drive platform also holds long-term promise. It's an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.4. CrowdStrike: Cybersecurity is on the cusp of major growthCrowdStrike is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it's leaving organizations more vulnerable than ever.Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.The company's AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.A 2022 survey by Morgan Stanley revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there's no going back.5. C3.ai: A first-of-its-kind enterprise AI companyLet it be known: C3.ai is my riskiest, most outlandish pick of this bunch, though it's packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant Shell to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- Amazon Web Services (AWS), Microsoft Azure, and Alphabet's Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.Even if I'm wrong about C3.ai becoming one of the world's most valuable companies by 2050 -- and I very well might be -- there's still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316735734460504,"gmtCreate":1718367102368,"gmtModify":1718367111194,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> Tesla is so far from their objectives and is rife w internal problems where competitors are focused on building better models... go figure","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> Tesla is so far from their objectives and is rife w internal problems where competitors are focused on building better models... go figure","text":"$Tesla Motors(TSLA)$ Tesla is so far from their objectives and is rife w internal problems where competitors are focused on building better models... go figure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/316735734460504","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102495020619380","authorId":"4102495020619380","name":"romanc9","avatar":"https://static.tigerbbs.com/76bfe37245defa055adfff7453f1520f","crmLevel":2,"crmLevelSwitch":1,"idStr":"4102495020619380","authorIdStr":"4102495020619380"},"content":"This package is the 5yrs milestone that Elon make what Tesla achieved. The company is now a $500bil company. So is not the question does Tesla make $5 bil in profit a Yr..","text":"This package is the 5yrs milestone that Elon make what Tesla achieved. The company is now a $500bil company. So is not the question does Tesla make $5 bil in profit a Yr..","html":"This package is the 5yrs milestone that Elon make what Tesla achieved. The company is now a $500bil company. So is not the question does Tesla make $5 bil in profit a Yr.."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924698282,"gmtCreate":1672238473646,"gmtModify":1676538657685,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"😊awesome","listText":"😊awesome","text":"😊awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9924698282","repostId":"2294986816","repostType":2,"repost":{"id":"2294986816","kind":"highlight","pubTimestamp":1672241939,"share":"https://ttm.financial/m/news/2294986816?lang=&edition=fundamental","pubTime":"2022-12-28 23:38","market":"us","language":"en","title":"4 Growth Stocks Expected to Skyrocket in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2294986816","media":"Motley Fool","summary":"Select Wall Street analysts foresee up to 532% upside in these fast-paced companies for 2023.","content":"<html><head></head><body><p>Investing in 2022 has been an adventure, to say the least. With just a few days to go before we welcome in a new year, it's a near certainty that this'll be the worst year for the broad-based <b>S&P 500</b> and growth-dependent <b>Nasdaq Composite</b> since 2008.</p><p>However, this weakness hasn't fazed Wall Street one bit. Despite contending with a bear market, analysts remain decidedly optimistic about the long-term prospects for equities and the broader market. That's why the vast majority of institutional price targets imply upside.</p><p>But not all price targets are created equally. As we ready to move into 2023, Wall Street expects four growth stocks to have a stellar year, with implied upside ranging from 192% to 532%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e52ca19aad9581b50456da1ca53a887d\" tg-width=\"700\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a>: Implied upside in 2023 of 192%</h2><p>The first supercharged growth stock with incredible upside potential in the new year, at least according to one Wall Street analyst, is China-based electric vehicle (EV) manufacturer <b>Nio</b>. <b>UBS</b> analyst Paul Gong believes Nio could reach $32, which would represent a near-tripling in its share price from where it closed last week.</p><p>Gong's thesis is simple: Innovation should drive strong sales volume. Nio has introduced more than a half-dozen EVs since its inception but has seen a rapid uptick in production since its ET7 and ET5 sedan deliveries began in late March and September, respectively. The company's record deliveries of more than 14,100 EVs in November was (pardon the pun) fueled by these two sedans, which accounted for roughly 44% of all deliveries.</p><p>Nio has also done a good job of ensuring that many early buyers remain loyal to the brand. During the pandemic in 2020, the company introduced its battery-as-a-service (BaaS) subscription. With BaaS, buyers receive an upfront discount on the purchase price of their vehicle and can upgrade their batteries at a later date. In return, Nio is generating high-margin subscription revenue and locking buyers into the Nio brand.</p><p>Although Nio is one of the more intriguing names in the EV space and does look like a bargain, a nearly 200% gain in 2023 could be asking a bit much. Until there's clarity on China's COVID-19 mitigation plans, supply chain disruptions could still constrain Nio's full potential.</p><h2><a href=\"https://laohu8.com/S/SE\">Sea Limited</a>: Implied upside in 2023 of 219%</h2><p>A second high-octane growth stock Wall Street believes could soar in 2023 is Singapore-based <b>Sea Limited</b>. <b>Goldman Sachs</b> analyst Pang Vittayaamnuaykoon foresees shares hitting $159, which would imply upside of 219%.</p><p>Sea's sustained double-digit growth rate is powered by its three unique operating segments. The only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, the company's gaming division. Sea's popular mobile game <i>Free Fire</i> has benefited from having 9.1% of its 568.2 million quarterly active users paying to play. The industry pay-to-play rate for mobile games is considerably lower.</p><p>There's also the company's digital financial services segment, which is powered by its mobile wallet solutions. Sea operates in a number of chronically underbanked emerging markets where mobile wallets can improve access to basic financial services.</p><p>But the segment driving the most investor interest for Sea is e-commerce platform Shopee. During the third quarter, Shopee processed 2 billion orders and over $19 billion in gross merchandise volume (GMV). Its annual GMV run-rate of more than $76 billion is up over 660% from 2018.</p><p>Though Sea's growth is intriguing, the company's losses have been unsightly. Even with cost-cutting measures put in place for 2023, I wouldn't expect shares to approach $159 anytime soon.</p><h2><a href=\"https://laohu8.com/S/TLRY\">Tilray Brands</a>: Implied upside in 2023 of 223%</h2><p>A third growth stock with the potential to skyrocket in the new year, according to one Wall Street analyst, is Canadian marijuana stock <b>Tilray Brands</b>. Longtime cannabis bull Vivien Azer of <b>Cowen</b> believes Tilray is worth $9 per share, which would lead to a more than tripling in its shares.</p><p>Azer's optimism is a reflection of both the growth potential of marijuana globally as well as Tilray's improving operating performance. Though estimates vary, the global weed market could be worth $57 billion by 2026, according to BDSA, up from $30 billion in 2021.</p><p>In terms of Tilray's operating performance, the company has delivered 14 consecutive quarters of positive adjusted EBITDA and has reduced its expenses enough to make a run at reaching positive free-cash flow (FCF) in its current fiscal year. Most Canadian licensed producers are losing money, so pushing to positive FCF would be an important stepping stone for Tilray.</p><p>It's also worth adding that, despite trimming its operating expenses, Tilray has stood its ground with regard to pricing its cannabis products. Even though consumers have gravitated toward value-based products, Tilray's unwillingness to cut its prices much, if at all, has resulted in margin expansion in recent quarters.</p><p>Nevertheless, without a path to enter the highly lucrative U.S. market, and with the company still producing quarterly losses, reaching $9 looks next to impossible in the upcoming year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d35e5e3f94aad2bbab176de04084b36\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>: Implied upside in 2023 of 532%</h2><p>The fourth and final growth stock expected to skyrocket in 2023 is hydrogen fuel-cell solutions company <b>Plug Power</b>. If analyst Amit Dayal of H.C. Wainwright is correct, Plug Power can reach $78 in 2023, which would represent upside of a jaw-dropping 532% from where shares ended last week.</p><p>Dayal cited a laundry list of factors that supported this aggressive price target earlier this year. This included the introduction of more efficient next-generation GenDrive units, the opening of a fuel-cell gigafactory (which occurred in November), and the expected margin expansion derived from scaled revenue and GenDrive units that'd be less costly to build and service.</p><p>Opportunities for Plug Power to significantly expand its green-hydrogen network abound. The company has forged more than a handful of brand-name partnerships, including the formation of a joint venture (Hyvia) with <b>Renault</b> that's targeting Europe's light commercial vehicle market. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> months ago, Hyvia unveiled its first fuel-cell prototype, the Renault Master Van H2-Tech, with over 12 cubic meters of storage space and north of 300 miles of range. Hyvia anticipates unveiling an even larger van and an urban minibus in the future.</p><p>Plug Power is certainly not struggling in the growth department given that crude oil and natural gas are well above their historic norms. The company has forecast $3 billion in sales by 2025, which would represent a roughly 500% improvement over its total sales in 2021.</p><p>But to keep with the theme of this list, Wall Street's high-water price target for 2023 appears farfetched. Though Plug Power has plenty of momentum in its sails, the company hasn't yet demonstrated that it can scale its operations or generate a profit. Until it does, expecting a greater than 500% return is wishful thinking.</p></body></html>","source":"fool_stock","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>4 Growth Stocks Expected to Skyrocket in 2023, According to Wall Street</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\">\n4 Growth Stocks Expected to Skyrocket in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-28 23:38 GMT+8 <a href=https://www.fool.com/investing/2022/12/28/4-growth-stocks-skyrocket-in-2023-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in 2022 has been an adventure, to say the least. With just a few days to go before we welcome in a new year, it's a near certainty that this'll be the worst year for the broad-based S&P 500 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/28/4-growth-stocks-skyrocket-in-2023-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4007":"制药","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4566":"资本集团","BK4211":"区域性银行","SG9999002406.SGD":"利安新加坡信托基金","BK4557":"大麻股","SG9999002620.SGD":"LionGlobal South East Asia SGD","BK4535":"淡马锡持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NIO":"蔚来","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","TLRY":"Tilray Inc.","BK4503":"景林资产持仓","SG9999013478.USD":"利安新加坡股息基金","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","PLUG":"普拉格能源","BK4096":"电气部件与设备","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4085":"互动家庭娱乐","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","BK4548":"巴美列捷福持仓","LU0048573645.USD":"富达东盟基金","LU0251143029.SGD":"Fidelity ASEAN A-SGD","BK4541":"氢能源","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4554":"元宇宙及AR概念","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SE":"Sea Ltd","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://www.fool.com/investing/2022/12/28/4-growth-stocks-skyrocket-in-2023-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294986816","content_text":"Investing in 2022 has been an adventure, to say the least. With just a few days to go before we welcome in a new year, it's a near certainty that this'll be the worst year for the broad-based S&P 500 and growth-dependent Nasdaq Composite since 2008.However, this weakness hasn't fazed Wall Street one bit. Despite contending with a bear market, analysts remain decidedly optimistic about the long-term prospects for equities and the broader market. That's why the vast majority of institutional price targets imply upside.But not all price targets are created equally. As we ready to move into 2023, Wall Street expects four growth stocks to have a stellar year, with implied upside ranging from 192% to 532%.Image source: Getty Images.Nio: Implied upside in 2023 of 192%The first supercharged growth stock with incredible upside potential in the new year, at least according to one Wall Street analyst, is China-based electric vehicle (EV) manufacturer Nio. UBS analyst Paul Gong believes Nio could reach $32, which would represent a near-tripling in its share price from where it closed last week.Gong's thesis is simple: Innovation should drive strong sales volume. Nio has introduced more than a half-dozen EVs since its inception but has seen a rapid uptick in production since its ET7 and ET5 sedan deliveries began in late March and September, respectively. The company's record deliveries of more than 14,100 EVs in November was (pardon the pun) fueled by these two sedans, which accounted for roughly 44% of all deliveries.Nio has also done a good job of ensuring that many early buyers remain loyal to the brand. During the pandemic in 2020, the company introduced its battery-as-a-service (BaaS) subscription. With BaaS, buyers receive an upfront discount on the purchase price of their vehicle and can upgrade their batteries at a later date. In return, Nio is generating high-margin subscription revenue and locking buyers into the Nio brand.Although Nio is one of the more intriguing names in the EV space and does look like a bargain, a nearly 200% gain in 2023 could be asking a bit much. Until there's clarity on China's COVID-19 mitigation plans, supply chain disruptions could still constrain Nio's full potential.Sea Limited: Implied upside in 2023 of 219%A second high-octane growth stock Wall Street believes could soar in 2023 is Singapore-based Sea Limited. Goldman Sachs analyst Pang Vittayaamnuaykoon foresees shares hitting $159, which would imply upside of 219%.Sea's sustained double-digit growth rate is powered by its three unique operating segments. The only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, the company's gaming division. Sea's popular mobile game Free Fire has benefited from having 9.1% of its 568.2 million quarterly active users paying to play. The industry pay-to-play rate for mobile games is considerably lower.There's also the company's digital financial services segment, which is powered by its mobile wallet solutions. Sea operates in a number of chronically underbanked emerging markets where mobile wallets can improve access to basic financial services.But the segment driving the most investor interest for Sea is e-commerce platform Shopee. During the third quarter, Shopee processed 2 billion orders and over $19 billion in gross merchandise volume (GMV). Its annual GMV run-rate of more than $76 billion is up over 660% from 2018.Though Sea's growth is intriguing, the company's losses have been unsightly. Even with cost-cutting measures put in place for 2023, I wouldn't expect shares to approach $159 anytime soon.Tilray Brands: Implied upside in 2023 of 223%A third growth stock with the potential to skyrocket in the new year, according to one Wall Street analyst, is Canadian marijuana stock Tilray Brands. Longtime cannabis bull Vivien Azer of Cowen believes Tilray is worth $9 per share, which would lead to a more than tripling in its shares.Azer's optimism is a reflection of both the growth potential of marijuana globally as well as Tilray's improving operating performance. Though estimates vary, the global weed market could be worth $57 billion by 2026, according to BDSA, up from $30 billion in 2021.In terms of Tilray's operating performance, the company has delivered 14 consecutive quarters of positive adjusted EBITDA and has reduced its expenses enough to make a run at reaching positive free-cash flow (FCF) in its current fiscal year. Most Canadian licensed producers are losing money, so pushing to positive FCF would be an important stepping stone for Tilray.It's also worth adding that, despite trimming its operating expenses, Tilray has stood its ground with regard to pricing its cannabis products. Even though consumers have gravitated toward value-based products, Tilray's unwillingness to cut its prices much, if at all, has resulted in margin expansion in recent quarters.Nevertheless, without a path to enter the highly lucrative U.S. market, and with the company still producing quarterly losses, reaching $9 looks next to impossible in the upcoming year.Image source: Getty Images.Plug Power: Implied upside in 2023 of 532%The fourth and final growth stock expected to skyrocket in 2023 is hydrogen fuel-cell solutions company Plug Power. If analyst Amit Dayal of H.C. Wainwright is correct, Plug Power can reach $78 in 2023, which would represent upside of a jaw-dropping 532% from where shares ended last week.Dayal cited a laundry list of factors that supported this aggressive price target earlier this year. This included the introduction of more efficient next-generation GenDrive units, the opening of a fuel-cell gigafactory (which occurred in November), and the expected margin expansion derived from scaled revenue and GenDrive units that'd be less costly to build and service.Opportunities for Plug Power to significantly expand its green-hydrogen network abound. The company has forged more than a handful of brand-name partnerships, including the formation of a joint venture (Hyvia) with Renault that's targeting Europe's light commercial vehicle market. Two months ago, Hyvia unveiled its first fuel-cell prototype, the Renault Master Van H2-Tech, with over 12 cubic meters of storage space and north of 300 miles of range. Hyvia anticipates unveiling an even larger van and an urban minibus in the future.Plug Power is certainly not struggling in the growth department given that crude oil and natural gas are well above their historic norms. The company has forecast $3 billion in sales by 2025, which would represent a roughly 500% improvement over its total sales in 2021.But to keep with the theme of this list, Wall Street's high-water price target for 2023 appears farfetched. Though Plug Power has plenty of momentum in its sails, the company hasn't yet demonstrated that it can scale its operations or generate a profit. Until it does, expecting a greater than 500% return is wishful thinking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121388596,"gmtCreate":1624454000015,"gmtModify":1703837139311,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Why buy Bitcoin? There’s so many new better coins now","listText":"Why buy Bitcoin? There’s so many new better coins now","text":"Why buy Bitcoin? There’s so many new better coins now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/121388596","repostId":"1128646024","repostType":4,"repost":{"id":"1128646024","kind":"news","pubTimestamp":1624451586,"share":"https://ttm.financial/m/news/1128646024?lang=&edition=fundamental","pubTime":"2021-06-23 20:33","market":"us","language":"en","title":"Cathie Wood bought 1 million shares of Grayscale Bitcoin Trust during crypto's drop below $30,000","url":"https://stock-news.laohu8.com/highlight/detail?id=1128646024","media":"cnbc","summary":"Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares of","content":"<div>\n<p>Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares ofGrayscale Bitcoin TrustandCoinbase.\nWood — known for taking advantage of dips in her highest ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Cathie Wood bought 1 million shares of Grayscale Bitcoin Trust during crypto's drop below $30,000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood bought 1 million shares of Grayscale Bitcoin Trust during crypto's drop below $30,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 20:33 GMT+8 <a href=https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares ofGrayscale Bitcoin TrustandCoinbase.\nWood — known for taking advantage of dips in her highest ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKW":"ARK Next Generation Internet ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://www.cnbc.com/2021/06/23/cathie-wood-bought-1-million-shares-of-the-grayscale-bitcoin-trust-during-drop-below-30000.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128646024","content_text":"Ark Invest’s Cathie Wood took advantage of the volatility in bitcoin on Tuesday, buying up shares ofGrayscale Bitcoin TrustandCoinbase.\nWood — known for taking advantage of dips in her highest conviction picks —purchased 1,046,002 shares of the Grayscale Bitcoin Trust in theARK Next Generation Internet ETFon Tuesday, a position worth roughly $12 million based on Grayscale’s closing price of $11.47 per share. Shares of Grayscale closed flat on Tuesday but dropped near $10 per share during the rout in bitcoin.\nThe founder and CEO of Ark Invest also purchased 214,718 shares of Coinbase in her flagship fundARK Innovationfund, worth about $47.8 million based on Coinbase’s closing price of $222.47 per share. Shares of Coinbase closed down just 0.6% on Tuesday, but the stock dropped as low as $210 per share during the trading day.\nThe price of bitcoin tumbled below the key $30,000 level Tuesday morning and then rallied back into positive territory in a wild reversal. Near its low of the day, bitcoin fell more than 11% to about $28,911, below the $29,026 level where it ended 2020, according to Coin Metrics. The cryptocurrency then bounced and traded around $32,637.54 around the market close.\nWith Tuesday’s losses, bitcoin has been cut in half from its all-time high of more than $64,000 in mid-April. Bitcoin last traded up 4% to around $33,958, according to Coin Metrics.\nGrayscale Bitcoin Trust, an investment that holds bitcoin, is now the 7th largest holding in ARK Next Generation Internet ETF, representing more than 4% of the fund. The trust is down 12% this year but up over 150% over the last 12 months.\n\nMeanwhile, Coinbase, the world’s largest cryptocurrency exchange, is the 10th largest holding in Ark’s flagship fund ARK Innovation. The stock represents nearly 3.5% of the ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292407926874320,"gmtCreate":1712414571602,"gmtModify":1712414576189,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> J judging haha","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> J judging haha","text":"$Tiger Brokers(TIGR)$ J judging haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292407926874320","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943473236,"gmtCreate":1679665513626,"gmtModify":1679665517125,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943473236","repostId":"1157066182","repostType":2,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941012802,"gmtCreate":1679839424407,"gmtModify":1679839428091,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941012802","repostId":"9941018580","repostType":1,"repost":{"id":9941018580,"gmtCreate":1679837929642,"gmtModify":1679839401370,"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566532164444643","authorIdStr":"3566532164444643"},"themes":[],"title":"How Long Does The Stock Market Take To Recover From The Bear Market?","htmlText":"This is the question on everyone's mind these days. Many financial gurus are giving out predictions onsocial media that the worst is yet to come causing more uncertainties to investing long term. Should we sell everything now and buy on low? Start to dollar cost average at each week or every month? How about waiting out for a U-turn sign before taking action? Let's look at some news and historical data today before making a decision or rather, stay put and do nothing. With the stock market on one of its worst losing streaks in decades amid a relentless selloff that has pushed the S&P 500 nearly 20% below its record highs last October, recession risks are rising—but history shows that not all bear markets lead to long-term downturns and stocks can often rebound over this","listText":"This is the question on everyone's mind these days. Many financial gurus are giving out predictions onsocial media that the worst is yet to come causing more uncertainties to investing long term. Should we sell everything now and buy on low? Start to dollar cost average at each week or every month? How about waiting out for a U-turn sign before taking action? Let's look at some news and historical data today before making a decision or rather, stay put and do nothing. With the stock market on one of its worst losing streaks in decades amid a relentless selloff that has pushed the S&P 500 nearly 20% below its record highs last October, recession risks are rising—but history shows that not all bear markets lead to long-term downturns and stocks can often rebound over this","text":"This is the question on everyone's mind these days. Many financial gurus are giving out predictions onsocial media that the worst is yet to come causing more uncertainties to investing long term. Should we sell everything now and buy on low? Start to dollar cost average at each week or every month? How about waiting out for a U-turn sign before taking action? Let's look at some news and historical data today before making a decision or rather, stay put and do nothing. With the stock market on one of its worst losing streaks in decades amid a relentless selloff that has pushed the S&P 500 nearly 20% below its record highs last October, recession risks are rising—but history shows that not all bear markets lead to long-term downturns and stocks can often rebound over this","images":[{"img":"https://community-static.tradeup.com/news/a8f362fe48ae05a4cf1ec2ef0e7019bf","width":"1200","height":"663"},{"img":"https://community-static.tradeup.com/news/93f541e1d3664d1c5375bfdac3fb1520","width":"883","height":"840"},{"img":"https://community-static.tradeup.com/news/1be5449f263189df8d147debe79795cd","width":"1536","height":"1152"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941018580","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941032852,"gmtCreate":1679817123276,"gmtModify":1679817126911,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941032852","repostId":"2322482957","repostType":2,"repost":{"id":"2322482957","kind":"highlight","pubTimestamp":1679796091,"share":"https://ttm.financial/m/news/2322482957?lang=&edition=fundamental","pubTime":"2023-03-26 10:01","market":"us","language":"en","title":"Elon Musk Puts $20 Billion Value on Twitter - the Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2322482957","media":"StreetInsider","summary":"(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants ","content":"<html><head></head><body><p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.</p><p>The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter's value.</p><p>Twitter did not immediately respond to a Reuters' emailed request for a comment.</p><p>Musk said in December that Twitter is on track to be "roughly cash flow break-even" in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire' s takeover.</p></body></html>","source":"highlight_streetinsider","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>Elon Musk Puts $20 Billion Value on Twitter - the Information</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\">\nElon Musk Puts $20 Billion Value on Twitter - the Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 10:01 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=21418057><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21418057\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4534":"瑞士信贷持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4555":"新能源车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TWTR":"Twitter","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - 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USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21418057","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322482957","content_text":"(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter's value.Twitter did not immediately respond to a Reuters' emailed request for a comment.Musk said in December that Twitter is on track to be \"roughly cash flow break-even\" in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire' s takeover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941032309,"gmtCreate":1679817008801,"gmtModify":1679817013029,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941032309","repostId":"2322777791","repostType":2,"repost":{"id":"2322777791","kind":"highlight","pubTimestamp":1679795173,"share":"https://ttm.financial/m/news/2322777791?lang=&edition=fundamental","pubTime":"2023-03-26 09:46","market":"us","language":"en","title":"Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322777791","media":"Motley Fool","summary":"Nvidia's stock has become quite expensive.","content":"<html><head></head><body><p>In the past year,<b> Nvidia</b> has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.</p><p>With how much Nvidia's stock has risen in 2023, many investors may question if they've missed the move on Nvidia's stock or if there is more room to go, as the stock is still down 18% from its high. So let's look and determine if Nvidia has reached its ceiling.</p><h2>Nvidia still has one primary product</h2><p>Nvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don't just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.</p><p>Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.</p><p>AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia's latest quarter wasn't the greatest, even with this broad product range.</p><h2>Nvidia's Q4 wasn't special</h2><p>During Nvidia's fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia's largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn't historically displayed cyclicality.</p><p>To make matters worse, Nvidia's first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.</p><p>So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.</p><p>With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn't executed on this hype yet, even though many investors have already bought in.</p><p>Additionally, Nvidia's earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.</p><p><img src=\"https://static.tigerbbs.com/8023bb72b664060b7a909a20862a37e6\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/E Ratio data by YCharts.</p><p>Some critics might point out that using a P/E ratio isn't fair right now because the business is going through a downturn, so earnings won't be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it's basically around the same levels as 2021, which caused the stock to crash in 2022.</p><p><img src=\"https://static.tigerbbs.com/db8a7145cc2cd0fe4a39d4439e7a6503\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/S Ratio data by YCharts.</p><p>While I'm bullish on Nvidia's prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.</p><p>I'll gladly add more if Nvidia's stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.</p></body></html>","source":"fool_stock","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's Stock Is Up Over 80% This Year. Is It a Buy?</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's Stock Is Up Over 80% This Year. Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:46 GMT+8 <a href=https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022....</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322777791","content_text":"In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.With how much Nvidia's stock has risen in 2023, many investors may question if they've missed the move on Nvidia's stock or if there is more room to go, as the stock is still down 18% from its high. So let's look and determine if Nvidia has reached its ceiling.Nvidia still has one primary productNvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don't just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia's latest quarter wasn't the greatest, even with this broad product range.Nvidia's Q4 wasn't specialDuring Nvidia's fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia's largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn't historically displayed cyclicality.To make matters worse, Nvidia's first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn't executed on this hype yet, even though many investors have already bought in.Additionally, Nvidia's earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.NVDA P/E Ratio data by YCharts.Some critics might point out that using a P/E ratio isn't fair right now because the business is going through a downturn, so earnings won't be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it's basically around the same levels as 2021, which caused the stock to crash in 2022.NVDA P/S Ratio data by YCharts.While I'm bullish on Nvidia's prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.I'll gladly add more if Nvidia's stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943473537,"gmtCreate":1679665520430,"gmtModify":1679665524422,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943473537","repostId":"1157066182","repostType":2,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277256998404160,"gmtCreate":1708715705996,"gmtModify":1708715708617,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> ","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> ","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277256998404160","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957068285,"gmtCreate":1676781922947,"gmtModify":1676781927260,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957068285","repostId":"2312823910","repostType":2,"repost":{"id":"2312823910","kind":"highlight","pubTimestamp":1676776616,"share":"https://ttm.financial/m/news/2312823910?lang=&edition=fundamental","pubTime":"2023-02-19 11:16","market":"us","language":"en","title":"1 Green Flag for Nvidia's Future, and 1 Red Flag","url":"https://stock-news.laohu8.com/highlight/detail?id=2312823910","media":"Motley Fool","summary":"Nvidia has a strong future in two booming industries, but could be held back by its gaming segment.","content":"<html><head></head><body><p>Last year, <b>Nvidia</b> suffered the brunt of a sell-off that pulled its stock down 50% throughout 2022. However, tech is a forever-evolving industry that sometimes sees a company's luck turn on a dime as new developments bring new opportunities.</p><p>For instance, Nvidia has thrived in 2023 as its prospects in the burgeoning artificial intelligence (AI) industry sent its stock soaring 57% since Jan. 1. Wall Street has rallied with the knowledge that the company is home to devices capable of running and developing AI software.</p><p>However, prospective investors should be wary of Nvidia's threatened position in the slowing consumer graphics card processing (GPU) market.</p><p>Here is one green flag and one red flag for Nvidia's future.</p><h2>One green flag for Nvidia: Pivoting to more lucrative markets</h2><p>Nvidia's troubles in 2022 were mainly due to slowing demand in the PC market, as the rising cost of living led consumers to cut discretionary spending. However, Nvidia's GPUs are capable of much more than PC gaming, with the company likely to see substantial gains from cloud computing and AI well into the future.</p><p>According to Grand View Research, the cloud market was valued at $368.97 billion in 2021 and is projected to expand at a compound annual growth rate (CAGR) of 15.7% through 2030. As data centers are crucial to that growth, Nvidia has profited significantly from the quickly developing market. In its third quarter of fiscal 2023, its data center segment reported year over year growth of 30.5%, earning the largest portion of revenue at $3.8 billion.</p><p>While it's still early days for AI and Nvidia's venture into it, the company has made positive strides in the $136.55 billion market, which is expected to grow at a CAGR of 37.3% through 2030. In November 2022, the tech giant partnered with <b>Microsoft</b>'s Azure to begin building a massive cloud AI computer that will be powered by Nvidia's GPUs.</p><p>Microsoft is quickly becoming one of the biggest names in AI after investing $1 billion in tech company OpenAI in 2019. The start-up kicked off the AI race in November with the launch of ChatGPT, which wowed the tech world with its ability to produce human-like dialogue based on prompts. As a result, Nvidia's partnership with Microsoft could pay off in the long term.</p><h2>One red flag for Nvidia: Trouble in consumer GPUs</h2><p>While it is promising that Nvidia pivoted its business to two booming industries, that hasn't stopped the bleeding in its gaming segment -- mostly made up of revenue from discrete GPU sales. In 2022, the worldwide shipments of GPUs fell by 42% alongside a burdened PC market.</p><p>The decline in consumer demand wasn't helped by Nvidia missing the mark with the launch of its RTX 4000 series GPUs. It released the top-tier RTX 4080 and RTX 4090 in 2022, at a time when consumers were tightening their purse strings. The company unveiled the RTX 4080, priced at $1,199, 71% higher than the previous generation, the RTX 3080, which started at $699 in 2020. As a result, Nvidia's gaming segment suffered a 51% decline in revenue of $1.5 billion in its latest quarter.</p><p>According to Jon Peddie Research, Nvidia held an 88% market share in consumer GPUs in Q3 2022. With <b>Advanced Micro Devices</b>' growing position in the market and <b>Intel</b> entering in 2022 with the launch of its first consumer GPUs, it feels like Nvidia only has market share to lose.</p><p>The bright side is the PC industry will likely improve alongside easing inflation, and Nvidia's dominating position in the market will be to its advantage. Meanwhile, the company is expected to release its mid to low-tier 4000 series GPUs this year, which are always the most popular in the range. If Nvidia learned from its pricing fumble last year, it could come back strong with the new devices.</p><p>Despite a challenging 2022, Nvidia shares rose 280% in the last five years and around 7,000% in the last decade. It's a strong growth stock, and the company's shifted focus to cloud computing and AI has proven its resilience. Nvidia's unsteady position in GPUs is concerning but will likely improve over time, with data centers and AI being the driving force of its growth, making the company's stock a compelling long-term investment.</p></body></html>","source":"fool_stock","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>1 Green Flag for Nvidia's Future, and 1 Red Flag</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\">\n1 Green Flag for Nvidia's Future, and 1 Red Flag\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 11:16 GMT+8 <a href=https://www.fool.com/investing/2023/02/17/1-green-flag-for-nvidias-future-and-1-red-flag/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year, Nvidia suffered the brunt of a sell-off that pulled its stock down 50% throughout 2022. However, tech is a forever-evolving industry that sometimes sees a company's luck turn on a dime as ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/1-green-flag-for-nvidias-future-and-1-red-flag/\">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://www.fool.com/investing/2023/02/17/1-green-flag-for-nvidias-future-and-1-red-flag/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312823910","content_text":"Last year, Nvidia suffered the brunt of a sell-off that pulled its stock down 50% throughout 2022. However, tech is a forever-evolving industry that sometimes sees a company's luck turn on a dime as new developments bring new opportunities.For instance, Nvidia has thrived in 2023 as its prospects in the burgeoning artificial intelligence (AI) industry sent its stock soaring 57% since Jan. 1. Wall Street has rallied with the knowledge that the company is home to devices capable of running and developing AI software.However, prospective investors should be wary of Nvidia's threatened position in the slowing consumer graphics card processing (GPU) market.Here is one green flag and one red flag for Nvidia's future.One green flag for Nvidia: Pivoting to more lucrative marketsNvidia's troubles in 2022 were mainly due to slowing demand in the PC market, as the rising cost of living led consumers to cut discretionary spending. However, Nvidia's GPUs are capable of much more than PC gaming, with the company likely to see substantial gains from cloud computing and AI well into the future.According to Grand View Research, the cloud market was valued at $368.97 billion in 2021 and is projected to expand at a compound annual growth rate (CAGR) of 15.7% through 2030. As data centers are crucial to that growth, Nvidia has profited significantly from the quickly developing market. In its third quarter of fiscal 2023, its data center segment reported year over year growth of 30.5%, earning the largest portion of revenue at $3.8 billion.While it's still early days for AI and Nvidia's venture into it, the company has made positive strides in the $136.55 billion market, which is expected to grow at a CAGR of 37.3% through 2030. In November 2022, the tech giant partnered with Microsoft's Azure to begin building a massive cloud AI computer that will be powered by Nvidia's GPUs.Microsoft is quickly becoming one of the biggest names in AI after investing $1 billion in tech company OpenAI in 2019. The start-up kicked off the AI race in November with the launch of ChatGPT, which wowed the tech world with its ability to produce human-like dialogue based on prompts. As a result, Nvidia's partnership with Microsoft could pay off in the long term.One red flag for Nvidia: Trouble in consumer GPUsWhile it is promising that Nvidia pivoted its business to two booming industries, that hasn't stopped the bleeding in its gaming segment -- mostly made up of revenue from discrete GPU sales. In 2022, the worldwide shipments of GPUs fell by 42% alongside a burdened PC market.The decline in consumer demand wasn't helped by Nvidia missing the mark with the launch of its RTX 4000 series GPUs. It released the top-tier RTX 4080 and RTX 4090 in 2022, at a time when consumers were tightening their purse strings. The company unveiled the RTX 4080, priced at $1,199, 71% higher than the previous generation, the RTX 3080, which started at $699 in 2020. As a result, Nvidia's gaming segment suffered a 51% decline in revenue of $1.5 billion in its latest quarter.According to Jon Peddie Research, Nvidia held an 88% market share in consumer GPUs in Q3 2022. With Advanced Micro Devices' growing position in the market and Intel entering in 2022 with the launch of its first consumer GPUs, it feels like Nvidia only has market share to lose.The bright side is the PC industry will likely improve alongside easing inflation, and Nvidia's dominating position in the market will be to its advantage. Meanwhile, the company is expected to release its mid to low-tier 4000 series GPUs this year, which are always the most popular in the range. If Nvidia learned from its pricing fumble last year, it could come back strong with the new devices.Despite a challenging 2022, Nvidia shares rose 280% in the last five years and around 7,000% in the last decade. It's a strong growth stock, and the company's shifted focus to cloud computing and AI has proven its resilience. Nvidia's unsteady position in GPUs is concerning but will likely improve over time, with data centers and AI being the driving force of its growth, making the company's stock a compelling long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954731107,"gmtCreate":1676618508709,"gmtModify":1676618512945,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954731107","repostId":"2311440874","repostType":4,"repost":{"id":"2311440874","kind":"highlight","pubTimestamp":1676616435,"share":"https://ttm.financial/m/news/2311440874?lang=&edition=fundamental","pubTime":"2023-02-17 14:47","market":"us","language":"en","title":"These 2 Growth Stocks Are Easily Defying the Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2311440874","media":"Motley Fool","summary":"Impressively, neither company is predicting rapid growth.","content":"<html><head></head><body><p>Even if it isn't a good idea to fixate on how your investments perform on a month-to-month basis, it's always a plus when your stocks can shrug off the detrimental impact of a bear market. And with the market falling back sharply during the past 12 months amid rising economic instability, that's no idle concern right now.</p><p>But some growth stocks aren't having any problem with doing business as usual, and are positioned to keep laughing in the face of a wider decline. Let's look at two of the most promising candidates.</p><h2>1. <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a></h2><p>Wall Street analysts are estimating that <b>AbbVie</b>'s revenue will contract both this year and next year owing to generic competition to its hit medicine, Humira. Losing market share with Humira means that the top line will potentially fall to reach roughly $53 billion, a decline of around $5 billion from its total sales in 2022. Nonetheless, AbbVie's shares are powering along as always, with their total return increasing by more than 12.4% since mid-February of 2022 -- unusually strong performance for a company that's anticipated to make less money in the near future than it does today.</p><p>One of the reasons for this discrepancy between expectations and the stock's performance is that AbbVie simply isn't very affected by economic headwinds; it develops medicines, and people aren't going to stop getting critical treatment unless their finances are especially dire. Moreover, as a biopharma business, its shares are exposed to the beneficial impact of plenty of catalysts stemming from regulatory review and approval of its drugs. So, a bearish revenue forecast for the near term isn't always as big of a factor for its share price in comparison to its chances of commercializing new medicines that could yield new revenue for many years.</p><p>And AbbVie has plenty of chances to commercialize new medicines or experience other positive catalysts. It presently has a whopping 19 pipeline programs in phase 3 clinical trials, 13 of which will report their data in 2023 and 2024. Per the American Council on Science and Health's data, by the time a project reaches its phase 3 trials, it has a 63.6% chance of going on to be commercialized, so the company is highly likely to commercialize quite a few new therapies, and soon.</p><p>In total, management is banking on its revenue starting to grow from the fruit of some of those potential approvals as soon as 2025, with more growth to come throughout the rest of the decade. In other words, AbbVie can laugh off the bear market even when its top line is expected to be shrinking for two years because it already has a road map for growth that'll take it through 2030. And with the sheer volume of its pipeline's near-term output, management's confidence in the company's future is justified.</p><h2>2. <a href=\"https://laohu8.com/S/COST\">Costco</a></h2><p><b>Costco Wholesale</b>'s has held up mightly in the last 12 months, remaining about flat amid the market's decline. For a business that caters to cash-strapped consumers in the midst of historic economic turmoil, its performance is strong. The big box retailer's haul of more than $16.8 billion in January was 6.9% more than a year prior, despite the intertwined bugbears of inflation and poor consumer sentiment. And with consumers feeling a bit better about the economy over the last couple of months, it's likely that they won't hesitate to continue spending at Costco.</p><p>That's assuming they ever hesitated in the first place. The company's pitch to customers is that it offers low prices for bulk purchases of groceries and consumer goods, contingent on people buying a membership to access its warehouses. In times of economic strife, like now or in bear markets, there is little reason to suspect that people would want to pay more for their staple products than they would otherwise.</p><p>Costco's top line isn't very vulnerable, and its quarterly net income actually rose by 46.5% over the last three years, meaning that its bottom line didn't suffer from the pandemic either.</p><p>Moving forward, expect more of the same resilience from this stock. And shareholders can look forward to another tailwind: buybacks. On Jan. 19, management announced a new share repurchase program worth up to $4 billion. While the buybacks probably won't make investors rich, they're a bonus that nicely complements the company's dividend, which currently has a forward yield of around 0.7%.</p><p>Management also occasionally issues special dividends, and if it does, it’ll be yet another reason why Costco will probably continue to laugh off the bear market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 2 Growth Stocks Are Easily Defying the Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 2 Growth Stocks Are Easily Defying the Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-17 14:47 GMT+8 <a href=https://www.fool.com/investing/2023/02/16/these-2-growth-stocks-are-defying-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even if it isn't a good idea to fixate on how your investments perform on a month-to-month basis, it's always a plus when your stocks can shrug off the detrimental impact of a bear market. And with ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/16/these-2-growth-stocks-are-defying-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","ABBV":"艾伯维公司"},"source_url":"https://www.fool.com/investing/2023/02/16/these-2-growth-stocks-are-defying-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311440874","content_text":"Even if it isn't a good idea to fixate on how your investments perform on a month-to-month basis, it's always a plus when your stocks can shrug off the detrimental impact of a bear market. And with the market falling back sharply during the past 12 months amid rising economic instability, that's no idle concern right now.But some growth stocks aren't having any problem with doing business as usual, and are positioned to keep laughing in the face of a wider decline. Let's look at two of the most promising candidates.1. AbbVieWall Street analysts are estimating that AbbVie's revenue will contract both this year and next year owing to generic competition to its hit medicine, Humira. Losing market share with Humira means that the top line will potentially fall to reach roughly $53 billion, a decline of around $5 billion from its total sales in 2022. Nonetheless, AbbVie's shares are powering along as always, with their total return increasing by more than 12.4% since mid-February of 2022 -- unusually strong performance for a company that's anticipated to make less money in the near future than it does today.One of the reasons for this discrepancy between expectations and the stock's performance is that AbbVie simply isn't very affected by economic headwinds; it develops medicines, and people aren't going to stop getting critical treatment unless their finances are especially dire. Moreover, as a biopharma business, its shares are exposed to the beneficial impact of plenty of catalysts stemming from regulatory review and approval of its drugs. So, a bearish revenue forecast for the near term isn't always as big of a factor for its share price in comparison to its chances of commercializing new medicines that could yield new revenue for many years.And AbbVie has plenty of chances to commercialize new medicines or experience other positive catalysts. It presently has a whopping 19 pipeline programs in phase 3 clinical trials, 13 of which will report their data in 2023 and 2024. Per the American Council on Science and Health's data, by the time a project reaches its phase 3 trials, it has a 63.6% chance of going on to be commercialized, so the company is highly likely to commercialize quite a few new therapies, and soon.In total, management is banking on its revenue starting to grow from the fruit of some of those potential approvals as soon as 2025, with more growth to come throughout the rest of the decade. In other words, AbbVie can laugh off the bear market even when its top line is expected to be shrinking for two years because it already has a road map for growth that'll take it through 2030. And with the sheer volume of its pipeline's near-term output, management's confidence in the company's future is justified.2. CostcoCostco Wholesale's has held up mightly in the last 12 months, remaining about flat amid the market's decline. For a business that caters to cash-strapped consumers in the midst of historic economic turmoil, its performance is strong. The big box retailer's haul of more than $16.8 billion in January was 6.9% more than a year prior, despite the intertwined bugbears of inflation and poor consumer sentiment. And with consumers feeling a bit better about the economy over the last couple of months, it's likely that they won't hesitate to continue spending at Costco.That's assuming they ever hesitated in the first place. The company's pitch to customers is that it offers low prices for bulk purchases of groceries and consumer goods, contingent on people buying a membership to access its warehouses. In times of economic strife, like now or in bear markets, there is little reason to suspect that people would want to pay more for their staple products than they would otherwise.Costco's top line isn't very vulnerable, and its quarterly net income actually rose by 46.5% over the last three years, meaning that its bottom line didn't suffer from the pandemic either.Moving forward, expect more of the same resilience from this stock. And shareholders can look forward to another tailwind: buybacks. On Jan. 19, management announced a new share repurchase program worth up to $4 billion. While the buybacks probably won't make investors rich, they're a bonus that nicely complements the company's dividend, which currently has a forward yield of around 0.7%.Management also occasionally issues special dividends, and if it does, it’ll be yet another reason why Costco will probably continue to laugh off the bear market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958007802,"gmtCreate":1673576300006,"gmtModify":1676538858833,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"❤️","listText":"❤️","text":"❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958007802","repostId":"1149259988","repostType":2,"repost":{"id":"1149259988","kind":"news","pubTimestamp":1673575178,"share":"https://ttm.financial/m/news/1149259988?lang=&edition=fundamental","pubTime":"2023-01-13 09:59","market":"sg","language":"en","title":"4 Reliable Singapore Dividend Stocks That Can Boost Your CPF Account’s Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=1149259988","media":"The Smart Investor","summary":"The Central Provident Fund (CPF) is an excellent way for you to save up for yourretirement.What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.Over time, ","content":"<html><head></head><body><p>The Central Provident Fund (CPF) is an excellent way for you to save up for your retirement.</p><p>What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.</p><p>Over time, regular contributions to the OA along with the accrued interest will leave you with an attractive nest egg for your golden years.</p><p>But did you know that the funds within the OA can be invested in a wide range of investment products such as unit trusts, equities, and Singapore Treasury Bills?</p><p>You can choose to allocate some of your CPF OA funds to dividend stocks that pay a higher yield than the current 2.5%.</p><p>Here are four reliable dividend stocks that can help to boost your CPA OA’s returns.</p><p><b>United Overseas Bank Ltd (SGX: U11)</b></p><p>United Overseas Bank Ltd, or UOB, is one of the three big local banks.</p><p>The lender reported a sparklingset of earningsfor its fiscal 2022’s third quarter.</p><p>Buoyed by higher interest rates, the bank chalked up a higher net interest margin (NIM) of 1.95% for the quarter, up from 1.55% in the same period last year.</p><p>Total income surged because of the higher NIM, leading to a 34% year on year jump in the bank’s net profit to S$1.4 billion.</p><p>The group paid out a trailing 12-month dividend of S$1.20, translating into a trailing dividend yield of 4% on the bank’s shares.</p><p>There could be further upside to UOB’s earnings and dividends.</p><p>The US Federal Reserve is committed to increasing interest rates further this year to tame inflation.</p><p>If rates do go higher, the bank can then enjoy improved NIMs and also report higher profits in the quarters to come.</p><p><b>Sheng Siong Group Ltd (SGX: OV8)</b></p><p>Sheng Siong is one of Singapore’s largest supermarket chains with 66 outlets spread out across the island, mostly in heartland areas.</p><p>The retailer has proven resilient during downturns as it sells a wide variety of necessities and essential household items along with fresh foods.</p><p>These items should continue to enjoy consistent demand even during a recession.</p><p>The group reported a sturdy set of earnings for the first nine months of this year (9M2022).</p><p>Revenue dipped 1.9% year on year to S$1 billion but net profit remained flat year on year at S$100 million.</p><p>Free cash flow generated for 9M2022 remained healthy at S$104.2 million.</p><p>Sheng Siong paid out a trailing 12-month dividend of S$0.0625, with its shares yielding 3.7%.</p><p>Looking ahead, the group seeks to increase its network of stores in Singapore where it does not have a presence.</p><p>It recently signed a lease agreement to open its fifth store in Kunming, China, to be operational by the second quarter of this year.</p><p><b>ComfortDelGro Corporation Limited (SGX: C52)</b></p><p>ComfortDelGro, or CDG, is one of the world’s largest land transport companies with a fleet of 34,000 taxis, buses and rental vehicles with operations in seven countries.</p><p>The group reported a respectable set of earnings for 9M2022 with revenue rising 7.9% year on year to S$2.8 billion.</p><p>Net profit jumped 31% year on year to S$153 million as economies reopened and with more countries opening up for travel.</p><p>CDG paid out an interim dividend of S$0.0285 and a special dividend of S$0.0141 from the sale of a UK property.</p><p>Together with the final dividend of S$0.021 paid last year, CDG’s trailing 12-month dividend stands at S$0.0636, giving its shares a trailing dividend yield of 5.2%.</p><p>If the special dividend was excluded, the dividend yield comes in at a still-respectable 4%.</p><p>The group has been busy in recent months.</p><p>In November, it clinched three Sydney metropolitan bus tenders worth A$1.7 billion.</p><p>And just this week, CDG announced a US$4 million investment into a teleoperation software company to strengthen its autonomous vehicle capabilities.</p><p><b>Keppel Corporation (SGX: BN4)</b></p><p>Keppel Corporation is a blue-chip conglomerate with four core divisions – energy and environment, urban development, connectivity, and asset management.</p><p>For 9M2022, the group reported a 24% year on year jump in revenue to S$6.8 billion.</p><p>9M2022 net profit also improved year on year, contributed by strong performances from Energy and Environment and Asset Management divisions.</p><p>Keppel also announced that asset monetisation has approached S$4.4 billion and is on track to exceed its target of S$5 billion by the end of this year.</p><p>The group declared and paid out an interim dividend of S$0.15, a 25% year on year increase, as net profit for 1H2022 surged by 66% year on year.</p><p>Coupled with Keppel’s final dividend of S$0.21 for FY2021, the trailing 12-month dividend stood at S$0.36, giving its shares a trailing dividend yield of 5%.</p></body></html>","source":"lsy1602567310727","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>4 Reliable Singapore Dividend Stocks That Can Boost Your CPF Account’s Returns</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\">\n4 Reliable Singapore Dividend Stocks That Can Boost Your CPF Account’s Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 09:59 GMT+8 <a href=https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-that-can-boost-your-cpf-accounts-returns/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Central Provident Fund (CPF) is an excellent way for you to save up for your retirement.What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.Over time,...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-that-can-boost-your-cpf-accounts-returns/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司","U11.SI":"大华银行","C52.SI":"康福德高企业","OV8.SI":"昇菘"},"source_url":"https://thesmartinvestor.com.sg/4-reliable-singapore-dividend-stocks-that-can-boost-your-cpf-accounts-returns/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149259988","content_text":"The Central Provident Fund (CPF) is an excellent way for you to save up for your retirement.What’s more, funds parked inside the CPF Ordinary Account (OA) earn a near risk-free rate of 2.5%.Over time, regular contributions to the OA along with the accrued interest will leave you with an attractive nest egg for your golden years.But did you know that the funds within the OA can be invested in a wide range of investment products such as unit trusts, equities, and Singapore Treasury Bills?You can choose to allocate some of your CPF OA funds to dividend stocks that pay a higher yield than the current 2.5%.Here are four reliable dividend stocks that can help to boost your CPA OA’s returns.United Overseas Bank Ltd (SGX: U11)United Overseas Bank Ltd, or UOB, is one of the three big local banks.The lender reported a sparklingset of earningsfor its fiscal 2022’s third quarter.Buoyed by higher interest rates, the bank chalked up a higher net interest margin (NIM) of 1.95% for the quarter, up from 1.55% in the same period last year.Total income surged because of the higher NIM, leading to a 34% year on year jump in the bank’s net profit to S$1.4 billion.The group paid out a trailing 12-month dividend of S$1.20, translating into a trailing dividend yield of 4% on the bank’s shares.There could be further upside to UOB’s earnings and dividends.The US Federal Reserve is committed to increasing interest rates further this year to tame inflation.If rates do go higher, the bank can then enjoy improved NIMs and also report higher profits in the quarters to come.Sheng Siong Group Ltd (SGX: OV8)Sheng Siong is one of Singapore’s largest supermarket chains with 66 outlets spread out across the island, mostly in heartland areas.The retailer has proven resilient during downturns as it sells a wide variety of necessities and essential household items along with fresh foods.These items should continue to enjoy consistent demand even during a recession.The group reported a sturdy set of earnings for the first nine months of this year (9M2022).Revenue dipped 1.9% year on year to S$1 billion but net profit remained flat year on year at S$100 million.Free cash flow generated for 9M2022 remained healthy at S$104.2 million.Sheng Siong paid out a trailing 12-month dividend of S$0.0625, with its shares yielding 3.7%.Looking ahead, the group seeks to increase its network of stores in Singapore where it does not have a presence.It recently signed a lease agreement to open its fifth store in Kunming, China, to be operational by the second quarter of this year.ComfortDelGro Corporation Limited (SGX: C52)ComfortDelGro, or CDG, is one of the world’s largest land transport companies with a fleet of 34,000 taxis, buses and rental vehicles with operations in seven countries.The group reported a respectable set of earnings for 9M2022 with revenue rising 7.9% year on year to S$2.8 billion.Net profit jumped 31% year on year to S$153 million as economies reopened and with more countries opening up for travel.CDG paid out an interim dividend of S$0.0285 and a special dividend of S$0.0141 from the sale of a UK property.Together with the final dividend of S$0.021 paid last year, CDG’s trailing 12-month dividend stands at S$0.0636, giving its shares a trailing dividend yield of 5.2%.If the special dividend was excluded, the dividend yield comes in at a still-respectable 4%.The group has been busy in recent months.In November, it clinched three Sydney metropolitan bus tenders worth A$1.7 billion.And just this week, CDG announced a US$4 million investment into a teleoperation software company to strengthen its autonomous vehicle capabilities.Keppel Corporation (SGX: BN4)Keppel Corporation is a blue-chip conglomerate with four core divisions – energy and environment, urban development, connectivity, and asset management.For 9M2022, the group reported a 24% year on year jump in revenue to S$6.8 billion.9M2022 net profit also improved year on year, contributed by strong performances from Energy and Environment and Asset Management divisions.Keppel also announced that asset monetisation has approached S$4.4 billion and is on track to exceed its target of S$5 billion by the end of this year.The group declared and paid out an interim dividend of S$0.15, a 25% year on year increase, as net profit for 1H2022 surged by 66% year on year.Coupled with Keppel’s final dividend of S$0.21 for FY2021, the trailing 12-month dividend stood at S$0.36, giving its shares a trailing dividend yield of 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270945140179136,"gmtCreate":1707186657731,"gmtModify":1707186662076,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270945140179136","repostId":"2409360459","repostType":2,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268933765124152,"gmtCreate":1706692171593,"gmtModify":1706692175721,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268933765124152","repostId":"1126337501","repostType":2,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268933764341816,"gmtCreate":1706692171402,"gmtModify":1706692175734,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268933764341816","repostId":"1126337501","repostType":2,"repost":{"id":"1126337501","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706711647,"share":"https://ttm.financial/m/news/1126337501?lang=&edition=fundamental","pubTime":"2024-01-31 22:34","market":"us","language":"en","title":"AMD Stock Drops 4% on Weak Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1126337501","media":"Tiger Newspress","summary":"AMD stock sank 6.5% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street","content":"<html><head></head><body><p>AMD stock dropped 4.1% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb45cbaff669081b1ff6f2fc6d1efe8\" tg-width=\"840\" tg-height=\"621\"/></p><p>The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.</p><p>But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street had estimated revenue of $5.73 billion for the quarter.</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>AMD Stock Drops 4% on Weak Outlook</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\">\nAMD Stock Drops 4% on Weak Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-31 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD stock dropped 4.1% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fb45cbaff669081b1ff6f2fc6d1efe8\" tg-width=\"840\" tg-height=\"621\"/></p><p>The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.</p><p>But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street had estimated revenue of $5.73 billion for the quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126337501","content_text":"AMD stock dropped 4.1% in premarket trading Wednesday after the chip maker gave a disappointing revenue forecast for its March quarter.The chip maker reported fourth-quarter adjusted earnings per share of 77 cents, in line with Wall Street’s consensus estimate of 77 cents, according to FactSet. Revenue came in at $6.2 billion, which was above analysts’ expectations of $6.13 billion.But AMD said that first quarter revenue would be “approximately $5.4 billion, plus or minus $300 million.” Wall Street had estimated revenue of $5.73 billion for the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264712890990728,"gmtCreate":1705651365124,"gmtModify":1705651368050,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579479350969407","authorIdStr":"3579479350969407"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> I vote bearish for the near term but long term should prove to be bullish","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"0\"></v-v> I vote bearish for the near term but long term should prove to be bullish","text":"$Tesla Motors(TSLA)$ I vote bearish for the near term but long term should prove to be bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264712890990728","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}