Traderdude1301 personal page - To The Moon

Traderdude1301

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2025-12-17

$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M

01-08

$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!

2025-12-23

$NVIDIA(NVDA)$ Looks like Nvidia is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's Intel investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation Rubin chips slated for release in about 6 months etc.), Nvidia is definitely an u

2025-12-10

As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.

ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say

2025-12-30

$NVIDIA(NVDA)$ BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr

2025-12-25

I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.

The New Year Could Bring Massive Upside for These Semiconductor Stocks

2025-12-19

Reading this just warms my heart. Nvidia has opened the door to a golden age!

Nvidia Stock Rises. The Road to Sales in China Opens Up

2025-12-06

$NVIDIA(NVDA)$ https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/

02-06

This is fantastic news for Nvidia and AMD!

Global Semiconductor Sales Predicted to Surpass $1 Trillion This Year, Trade Group Reports

2025-12-30

Yes, yesterday was a blip. The gold bull run is not yet done

Gold Bounces Back From Two-Week Low, Silver Recovers

Go to Tiger App to see more news

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now presents a massive buying opportunity - DBS’ capital position and earnings base remain healthy and management has committed to sustained high shareholder returns, including higher ordinary DPS and recurring capital‑return dividends for all of 2026 and 2027!","listText":"DBS now presents a massive buying opportunity - DBS’ capital position and earnings base remain healthy and management has committed to sustained high shareholder returns, including higher ordinary DPS and recurring capital‑return dividends for all of 2026 and 2027!","text":"DBS now presents a massive buying opportunity - DBS’ capital position and earnings base remain healthy and management has committed to sustained high shareholder returns, including higher ordinary DPS and recurring capital‑return dividends for all of 2026 and 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It ended the session at 4,960.83, up 26.42 points or 0.5% compared to Friday&#39;s close.</p><p>In economic news, Singapore&#39;s fixed asset investment commitments rose by 5.2% to SG$14.2 billion in 2025, compared to SG$13.5 billion a year earlier, according to data released by EDB Singapore.</p><p>On the corporate front, shares of Frasers Property (SGX:TQ5) were up nearly 6% at the close as its total unrecognized revenue in the fiscal first quarter ended Dec. 31, 2025, came in at SG$1.4 billion.</p><p>DBS Group&#39;s (SGX:D05) shares were down nearly 2% as the bank&#39;s attributable profit to shareholders fell 6% in the second half of 2025 to SG$5.21 billion from SG$5.55 billion a year earlier.</p><p>Meanwhile, shares of CapitaLand Investment (SGX:9CI) were up over 1% as its lodging business unit, The Ascott, signed 19,000 units across 102 properties in 2025.</p><p>STI up 0.5%; ST Engineering, Keppel up 4%; SGX, SATS, Yangzijiang Shipbuilding up 3%; UOL, SIA Engineering up 2%; SIA, Singtel up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16a33a914966130c3cb644c146633749\" title=\"\" tg-width=\"378\" tg-height=\"633\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Shares Track Regional Gains to Start Week Higher on Chip Rally, US Fed Rate Cut Hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060499803\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires </p>\n<p class=\"h-time\">2026-02-09 18:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Singapore shares surged on Monday, tracking gains across the region, with a rally in chip stocks indicating the likelihood of the US Federal Reserve cutting down the interest rate further by June.</p><p>The Straits Times Index (STI), a key benchmark for the Singapore Exchange, ranged between 4,929.07 and 4,981.97 throughout the day. It ended the session at 4,960.83, up 26.42 points or 0.5% compared to Friday&#39;s close.</p><p>In economic news, Singapore&#39;s fixed asset investment commitments rose by 5.2% to SG$14.2 billion in 2025, compared to SG$13.5 billion a year earlier, according to data released by EDB Singapore.</p><p>On the corporate front, shares of Frasers Property (SGX:TQ5) were up nearly 6% at the close as its total unrecognized revenue in the fiscal first quarter ended Dec. 31, 2025, came in at SG$1.4 billion.</p><p>DBS Group&#39;s (SGX:D05) shares were down nearly 2% as the bank&#39;s attributable profit to shareholders fell 6% in the second half of 2025 to SG$5.21 billion from SG$5.55 billion a year earlier.</p><p>Meanwhile, shares of CapitaLand Investment (SGX:9CI) were up over 1% as its lodging business unit, The Ascott, signed 19,000 units across 102 properties in 2025.</p><p>STI up 0.5%; ST Engineering, Keppel up 4%; SGX, SATS, Yangzijiang Shipbuilding up 3%; UOL, SIA Engineering up 2%; SIA, Singtel up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16a33a914966130c3cb644c146633749\" title=\"\" tg-width=\"378\" tg-height=\"633\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","IE00BKZH1Z71.USD":"BNY MELLON ASIAN INCOME \"B\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","9CI.SI":"凯德投资","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","SG9999009443.AUD":"SCHRODER ASIAN INCOME FUND \"A\"(AUDHDG) INC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0831103253.SGD":"JPMorgan Funds - 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It ended the session at 4,960.83, up 26.42 points or 0.5% compared to Friday's close.In economic news, Singapore's fixed asset investment commitments rose by 5.2% to SG$14.2 billion in 2025, compared to SG$13.5 billion a year earlier, according to data released by EDB Singapore.On the corporate front, shares of Frasers Property (SGX:TQ5) were up nearly 6% at the close as its total unrecognized revenue in the fiscal first quarter ended Dec. 31, 2025, came in at SG$1.4 billion.DBS Group's (SGX:D05) shares were down nearly 2% as the bank's attributable profit to shareholders fell 6% in the second half of 2025 to SG$5.21 billion from SG$5.55 billion a year earlier.Meanwhile, shares of CapitaLand Investment (SGX:9CI) were up over 1% as its lodging business unit, The Ascott, signed 19,000 units across 102 properties in 2025.STI up 0.5%; ST Engineering, Keppel up 4%; SGX, SATS, Yangzijiang Shipbuilding up 3%; UOL, SIA Engineering up 2%; SIA, Singtel up 1%.","news_type":1,"symbols_score_info":{"D05.SI":1.87,"9CI.SI":1.86,"TQ5.SI":1.88}},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530134461879336,"gmtCreate":1770449039040,"gmtModify":1770527327566,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Super <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993561466619715584&amp;word=bullish\">bullish</a>! New launchpad for sure :) Closing price of $61 will be my guess post results!&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993245219336118272&amp;word=target price\">target price</a> of $70 is realistic by end 2026.","listText":"Super <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993561466619715584&amp;word=bullish\">bullish</a>! New launchpad for sure :) Closing price of $61 will be my guess post results!&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993245219336118272&amp;word=target price\">target price</a> of $70 is realistic by end 2026.","text":"Super bullish! New launchpad for sure :) Closing price of $61 will be my guess post results! target price of $70 is realistic by end 2026.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530134461879336","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529923796600024,"gmtCreate":1770395043080,"gmtModify":1770395046687,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally rising up like the phoenix we know it to be!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally rising up like the phoenix we know it to be!","text":"$NVIDIA(NVDA)$ Finally rising up like the phoenix we know it to be!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529923796600024","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529913170600496,"gmtCreate":1770395008771,"gmtModify":1770395012709,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Long overdue!","listText":"Long overdue!","text":"Long overdue!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529913170600496","repostId":"2609325590","repostType":2,"repost":{"id":"2609325590","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":1770393840,"share":"https://ttm.financial/m/news/2609325590?lang=en_US&edition=fundamental","pubTime":"2026-02-07 00:04","market":"sh","language":"en","title":"NVIDIA Up Over 6%, On Track for Largest Percent Increase Since April 2025 -- Data Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2609325590","media":"Dow Jones","summary":"NVIDIA Corporation  is currently at $182.76, up $10.88 or 6.33%. --On pace for largest percent increase since April 9, 2025, when it rose 18.72%. --Down 4.38% this week; worst weekly performance since the week ending Nov. 21, 2025, when it fell 5.94%. --Down 11.73% from its all-time closing high of $207.04 on Oct. 29, 2025. --Up 40.75% from 52 weeks ago , when it closed at $129.84. --Up 6.46% at today's intraday high; largest intraday percent increase since May 13, 2025, when it rose as much as 6.68%. --Contributed 66.95 points to the DJIA so far today","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  NVIDIA Corporation <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is currently at $182.76, up $10.88 or 6.33% \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n     --On pace for largest percent increase since April 9, 2025, when it rose 18.72% \n</p>\n<p>\n     --Snaps a five day losing streak \n</p>\n<p>\n     --Down 4.38% this week; worst weekly performance since the week ending Nov. 21, 2025, when it fell 5.94% \n</p>\n<p>\n     --Down 2.01% year-to-date \n</p>\n<p>\n     --Down 11.73% from its all-time closing high of $207.04 on Oct. 29, 2025 \n</p>\n<p>\n     --Up 40.75% from 52 weeks ago (Feb. 7, 2025), when it closed at $129.84 \n</p>\n<p>\n     --Down 11.73% from its 52-week closing high of $207.04 on Oct. 29, 2025 \n</p>\n<p>\n     --Up 93.78% from its 52-week closing low of $94.31 on April 4, 2025 \n</p>\n<p>\n     --Traded as high as $182.99 \n</p>\n<p>\n     --Up 6.46% at today's intraday high; largest intraday percent increase since May 13, 2025, when it rose as much as 6.68% \n</p>\n<p>\n     --Best performer in the DJIA today \n</p>\n<p>\n     --Most active stock in the S&amp;P 500 today \n</p>\n<p>\n     --Sixth best performer in the Nasdaq 100 today \n</p>\n<p>\n     --Most active stock in the Nasdaq 100 today \n</p>\n<p>\n     --Contributed 66.95 points to the DJIA so far today \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n     All data as of 10:58:32 AM ET \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n     Source: Dow Jones Market Data, FactSet \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 11:04 ET (16:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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 Up Over 6%, On Track for Largest Percent Increase Since April 2025 -- Data Talk</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 Up Over 6%, On Track for Largest Percent Increase Since April 2025 -- Data Talk\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\">2026-02-07 00:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  NVIDIA Corporation <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is currently at $182.76, up $10.88 or 6.33% \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n     --On pace for largest percent increase since April 9, 2025, when it rose 18.72% \n</p>\n<p>\n     --Snaps a five day losing streak \n</p>\n<p>\n     --Down 4.38% this week; worst weekly performance since the week ending Nov. 21, 2025, when it fell 5.94% \n</p>\n<p>\n     --Down 2.01% year-to-date \n</p>\n<p>\n     --Down 11.73% from its all-time closing high of $207.04 on Oct. 29, 2025 \n</p>\n<p>\n     --Up 40.75% from 52 weeks ago (Feb. 7, 2025), when it closed at $129.84 \n</p>\n<p>\n     --Down 11.73% from its 52-week closing high of $207.04 on Oct. 29, 2025 \n</p>\n<p>\n     --Up 93.78% from its 52-week closing low of $94.31 on April 4, 2025 \n</p>\n<p>\n     --Traded as high as $182.99 \n</p>\n<p>\n     --Up 6.46% at today's intraday high; largest intraday percent increase since May 13, 2025, when it rose as much as 6.68% \n</p>\n<p>\n     --Best performer in the DJIA today \n</p>\n<p>\n     --Most active stock in the S&amp;P 500 today \n</p>\n<p>\n     --Sixth best performer in the Nasdaq 100 today \n</p>\n<p>\n     --Most active stock in the Nasdaq 100 today \n</p>\n<p>\n     --Contributed 66.95 points to the DJIA so far today \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n     All data as of 10:58:32 AM ET \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n     Source: Dow Jones Market Data, FactSet \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 11:04 ET (16:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" 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$10.88 or 6.33% \n\n\n \n\n\n     --On pace for largest percent increase since April 9, 2025, when it rose 18.72% \n\n\n     --Snaps a five day losing streak \n\n\n     --Down 4.38% this week; worst weekly performance since the week ending Nov. 21, 2025, when it fell 5.94% \n\n\n     --Down 2.01% year-to-date \n\n\n     --Down 11.73% from its all-time closing high of $207.04 on Oct. 29, 2025 \n\n\n     --Up 40.75% from 52 weeks ago (Feb. 7, 2025), when it closed at $129.84 \n\n\n     --Down 11.73% from its 52-week closing high of $207.04 on Oct. 29, 2025 \n\n\n     --Up 93.78% from its 52-week closing low of $94.31 on April 4, 2025 \n\n\n     --Traded as high as $182.99 \n\n\n     --Up 6.46% at today's intraday high; largest intraday percent increase since May 13, 2025, when it rose as much as 6.68% \n\n\n     --Best performer in the DJIA today \n\n\n     --Most active stock in the S&P 500 today \n\n\n     --Sixth best performer in the Nasdaq 100 today \n\n\n     --Most active stock in the Nasdaq 100 today \n\n\n     --Contributed 66.95 points to the DJIA so far today \n\n\n \n\n\n     All data as of 10:58:32 AM ET \n\n\n \n\n\n     Source: Dow Jones Market Data, FactSet \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 06, 2026 11:04 ET (16:04 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVDW":0.6,"NVD":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVDG":0.6,"NVDY":0.6,"3NVD.UK":0.6,"DIPS":0.6,"NVDX":0.6,"NVIW.SI":0.6,"NVDA":1.98,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529904188179776,"gmtCreate":1770390263009,"gmtModify":1770390267040,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"This is fantastic news for Nvidia and AMD!","listText":"This is fantastic news for Nvidia and AMD!","text":"This is fantastic news for Nvidia and AMD!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529904188179776","repostId":"1169869240","repostType":2,"repost":{"id":"1169869240","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1770384126,"share":"https://ttm.financial/m/news/1169869240?lang=en_US&edition=fundamental","pubTime":"2026-02-06 21:22","market":"us","language":"en","title":"Global Semiconductor Sales Predicted to Surpass $1 Trillion This Year, Trade Group Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1169869240","media":"Deep News","summary":"A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies,...","content":"<p>A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies, reported that global semiconductor sales reached $791.7 billion in 2025, a 25.6% increase year-over-year. This strong growth trend is expected to continue into this year, driven by major global technology firms investing hundreds of billions of dollars in building artificial intelligence data centers.</p>\n<p>The fastest-growing and largest category of chips was high-end computing processors produced by <name_en>NVIDIA</name_en>, <name_en>Advanced Micro Devices</name_en>, and <name_en>Intel</name_en>. Sales in this category grew 39.9% in 2025, reaching a total of $301.9 billion. The second-largest category was memory chips. Due to shortages sparked by the AI boom, prices surged significantly, leading to a 34.8% sales increase to $223.1 billion in 2025.</p>\n<p>The influence of the artificial intelligence boom has now spread to nearly all areas of the chip industry. The president and CEO of the Washington-based association, John Neuffer, mentioned that during a recent visit to Silicon Valley, executives from numerous small and medium-sized chip companies expressed optimism about prospects for 2026. Neuffer stated, \"The common refrain I heard was, 'Nobody knows where AI infrastructure build-out will be a year from now, but my order book is full for the foreseeable future.' The momentum in the industry is very strong for at least the next year.\"</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>Global Semiconductor Sales Predicted to Surpass $1 Trillion This Year, Trade Group Reports</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\">\nGlobal Semiconductor Sales Predicted to Surpass $1 Trillion This Year, Trade Group Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-02-06 21:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies, reported that global semiconductor sales reached $791.7 billion in 2025, a 25.6% increase year-over-year. This strong growth trend is expected to continue into this year, driven by major global technology firms investing hundreds of billions of dollars in building artificial intelligence data centers.</p>\n<p>The fastest-growing and largest category of chips was high-end computing processors produced by <name_en>NVIDIA</name_en>, <name_en>Advanced Micro Devices</name_en>, and <name_en>Intel</name_en>. Sales in this category grew 39.9% in 2025, reaching a total of $301.9 billion. The second-largest category was memory chips. Due to shortages sparked by the AI boom, prices surged significantly, leading to a 34.8% sales increase to $223.1 billion in 2025.</p>\n<p>The influence of the artificial intelligence boom has now spread to nearly all areas of the chip industry. The president and CEO of the Washington-based association, John Neuffer, mentioned that during a recent visit to Silicon Valley, executives from numerous small and medium-sized chip companies expressed optimism about prospects for 2026. Neuffer stated, \"The common refrain I heard was, 'Nobody knows where AI infrastructure build-out will be a year from now, but my order book is full for the foreseeable future.' The momentum in the industry is very strong for at least the next year.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","BK4535":"淡马锡持仓","00981":"中芯国际","NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔","04335":"英特尔-T","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169869240","content_text":"A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies, reported that global semiconductor sales reached $791.7 billion in 2025, a 25.6% increase year-over-year. This strong growth trend is expected to continue into this year, driven by major global technology firms investing hundreds of billions of dollars in building artificial intelligence data centers.\nThe fastest-growing and largest category of chips was high-end computing processors produced by NVIDIA, Advanced Micro Devices, and Intel. Sales in this category grew 39.9% in 2025, reaching a total of $301.9 billion. The second-largest category was memory chips. Due to shortages sparked by the AI boom, prices surged significantly, leading to a 34.8% sales increase to $223.1 billion in 2025.\nThe influence of the artificial intelligence boom has now spread to nearly all areas of the chip industry. The president and CEO of the Washington-based association, John Neuffer, mentioned that during a recent visit to Silicon Valley, executives from numerous small and medium-sized chip companies expressed optimism about prospects for 2026. Neuffer stated, \"The common refrain I heard was, 'Nobody knows where AI infrastructure build-out will be a year from now, but my order book is full for the foreseeable future.' The momentum in the industry is very strong for at least the next year.\"","news_type":1,"symbols_score_info":{"688981":1,"04335":1,"00981":1,"INTC":1,"NVDA":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529886970320376,"gmtCreate":1770388524835,"gmtModify":1770388529240,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Glad for the market recovery and am sure AMZN will recover in due course too!","listText":"Glad for the market recovery and am sure AMZN will recover in due course too!","text":"Glad for the market recovery and am sure AMZN will recover in due course too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529886970320376","repostId":"1116365949","repostType":4,"repost":{"id":"1116365949","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":1770388221,"share":"https://ttm.financial/m/news/1116365949?lang=en_US&edition=fundamental","pubTime":"2026-02-06 22:30","market":"us","language":"en","title":"Stocks Rebound After Three-Day Slide as Tech Shares Pop, Bitcoin Stabilizes","url":"https://stock-news.laohu8.com/highlight/detail?id=1116365949","media":"Tiger Newspress","summary":"Stocks rose on Friday, positioning the market for a positive end to a volatile week that saw investors disappointed over tech stocks and fearing a cryptocurrency collapse.The S&P 500 added 0.6%,...","content":"<html><head></head><body><p>Stocks rose on Friday, positioning the market for a positive end to a volatile week that saw investors disappointed over tech stocks and fearing a cryptocurrency collapse.</p><p style=\"text-align: start;\">The S&amp;P 500 added 0.6%, while the Nasdaq Composite traded up 0.3%. The Dow Jones Industrial Average advanced 450 points, or 0.9%.</p><p style=\"text-align: start;\">The gains came even as Amazon shares sank 8% after the ecommerce giant posted earnings per share slightly under analyst expectations and told investors to expect $200 billion in capital expenditures this year. On the other hand, Reddit popped 7% after the social media platform announced an earnings beat, strong guidance and a stock buyback program.</p><p style=\"text-align: start;\">Despite the issues with Amazon, other tech shares popped: Nvidia rose 3%, and Microsoft moved higher by more than 1% after both companies saw close to double-digit percentage drops this week.</p><p style=\"text-align: start;\">Bitcoin tumbled 16% overnight, briefly sinking below $61,000. However, the crypto leader recouped some losses Friday, adding 5% to climb back above $67,000.</p><p style=\"text-align: start;\">The action followed a rough day on Wall Street, with the market once again bogged down by technology stocks. The day’s loses put the S&amp;P 500 into the red for 2026 alongside the Nasdaq, and the two have slid roughly 2% and 4% on the week, respectively. The Nasdaq in particular is on track for its worst week since the tariff-induced market rout seen in early April. The Dow is sitting around flat week to date.</p><p style=\"text-align: start;\">Software stocks continued sliding Thursday, with the iShares Expanded Tech-Software Sector ETF (IGV) losing another 5%. The software sector fund has dropped more than 11% this week, on track for its biggest weekly decline since 2008 amid mounting concerns over the threat artificial intelligence poses to the sector.</p><p style=\"text-align: start;\">“The reassessment of AI sentiment does not materially alter our constructive view on the fundamentals of the Big Tech companies at the center of the AI capex cycle,” said Barclays equity strategist Venu Krishna. “Their valuations remain compelling, and we continue to see their earnings profiles as resilient even as the market temporarily steps back from AI‑driven narratives.”</p><p style=\"text-align: start;\">The recent stock market slid alongside other asset classes, signaling a broader risk-off sentiment among traders.</p><p style=\"text-align: start;\">The sell-off on silver — a volatile trade that’s become popular among retail investors recently — resumed on Thursday. On Friday, silver futures prices extended their losses, while <u>spot silver</u> climbed.</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>Stocks Rebound After Three-Day Slide as Tech Shares Pop, Bitcoin Stabilizes</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\">\nStocks Rebound After Three-Day Slide as Tech Shares Pop, Bitcoin Stabilizes\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\">2026-02-06 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks rose on Friday, positioning the market for a positive end to a volatile week that saw investors disappointed over tech stocks and fearing a cryptocurrency collapse.</p><p style=\"text-align: start;\">The S&amp;P 500 added 0.6%, while the Nasdaq Composite traded up 0.3%. The Dow Jones Industrial Average advanced 450 points, or 0.9%.</p><p style=\"text-align: start;\">The gains came even as Amazon shares sank 8% after the ecommerce giant posted earnings per share slightly under analyst expectations and told investors to expect $200 billion in capital expenditures this year. On the other hand, Reddit popped 7% after the social media platform announced an earnings beat, strong guidance and a stock buyback program.</p><p style=\"text-align: start;\">Despite the issues with Amazon, other tech shares popped: Nvidia rose 3%, and Microsoft moved higher by more than 1% after both companies saw close to double-digit percentage drops this week.</p><p style=\"text-align: start;\">Bitcoin tumbled 16% overnight, briefly sinking below $61,000. However, the crypto leader recouped some losses Friday, adding 5% to climb back above $67,000.</p><p style=\"text-align: start;\">The action followed a rough day on Wall Street, with the market once again bogged down by technology stocks. The day’s loses put the S&amp;P 500 into the red for 2026 alongside the Nasdaq, and the two have slid roughly 2% and 4% on the week, respectively. The Nasdaq in particular is on track for its worst week since the tariff-induced market rout seen in early April. The Dow is sitting around flat week to date.</p><p style=\"text-align: start;\">Software stocks continued sliding Thursday, with the iShares Expanded Tech-Software Sector ETF (IGV) losing another 5%. The software sector fund has dropped more than 11% this week, on track for its biggest weekly decline since 2008 amid mounting concerns over the threat artificial intelligence poses to the sector.</p><p style=\"text-align: start;\">“The reassessment of AI sentiment does not materially alter our constructive view on the fundamentals of the Big Tech companies at the center of the AI capex cycle,” said Barclays equity strategist Venu Krishna. “Their valuations remain compelling, and we continue to see their earnings profiles as resilient even as the market temporarily steps back from AI‑driven narratives.”</p><p style=\"text-align: start;\">The recent stock market slid alongside other asset classes, signaling a broader risk-off sentiment among traders.</p><p style=\"text-align: start;\">The sell-off on silver — a volatile trade that’s become popular among retail investors recently — resumed on Thursday. On Friday, silver futures prices extended their losses, while <u>spot silver</u> climbed.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116365949","content_text":"Stocks rose on Friday, positioning the market for a positive end to a volatile week that saw investors disappointed over tech stocks and fearing a cryptocurrency collapse.The S&P 500 added 0.6%, while the Nasdaq Composite traded up 0.3%. The Dow Jones Industrial Average advanced 450 points, or 0.9%.The gains came even as Amazon shares sank 8% after the ecommerce giant posted earnings per share slightly under analyst expectations and told investors to expect $200 billion in capital expenditures this year. On the other hand, Reddit popped 7% after the social media platform announced an earnings beat, strong guidance and a stock buyback program.Despite the issues with Amazon, other tech shares popped: Nvidia rose 3%, and Microsoft moved higher by more than 1% after both companies saw close to double-digit percentage drops this week.Bitcoin tumbled 16% overnight, briefly sinking below $61,000. However, the crypto leader recouped some losses Friday, adding 5% to climb back above $67,000.The action followed a rough day on Wall Street, with the market once again bogged down by technology stocks. The day’s loses put the S&P 500 into the red for 2026 alongside the Nasdaq, and the two have slid roughly 2% and 4% on the week, respectively. The Nasdaq in particular is on track for its worst week since the tariff-induced market rout seen in early April. The Dow is sitting around flat week to date.Software stocks continued sliding Thursday, with the iShares Expanded Tech-Software Sector ETF (IGV) losing another 5%. The software sector fund has dropped more than 11% this week, on track for its biggest weekly decline since 2008 amid mounting concerns over the threat artificial intelligence poses to the sector.“The reassessment of AI sentiment does not materially alter our constructive view on the fundamentals of the Big Tech companies at the center of the AI capex cycle,” said Barclays equity strategist Venu Krishna. “Their valuations remain compelling, and we continue to see their earnings profiles as resilient even as the market temporarily steps back from AI‑driven narratives.”The recent stock market slid alongside other asset classes, signaling a broader risk-off sentiment among traders.The sell-off on silver — a volatile trade that’s become popular among retail investors recently — resumed on Thursday. On Friday, silver futures prices extended their losses, while spot silver climbed.","news_type":1,"symbols_score_info":{".SPX":2}},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529866822972048,"gmtCreate":1770383692864,"gmtModify":1770384365383,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> AMD’s latest sell-off looks like sentiment getting ahead of itself on expectations, then overcorrecting on disappointment, while the fundamentals still point to roughly 30% revenue growth, expanding margins and a growing AI/data center franchise that could materially lift earnings over the next few years. When&nbsp;a company with that profile is punished for not being “perfect” every quarter, I see such&nbsp;volatility as a chance to buy the dip, stay patient and let the mid-term and longer-term AI and data center thesis play out.","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> AMD’s latest sell-off looks like sentiment getting ahead of itself on expectations, then overcorrecting on disappointment, while the fundamentals still point to roughly 30% revenue growth, expanding margins and a growing AI/data center franchise that could materially lift earnings over the next few years. When&nbsp;a company with that profile is punished for not being “perfect” every quarter, I see such&nbsp;volatility as a chance to buy the dip, stay patient and let the mid-term and longer-term AI and data center thesis play out.","text":"$Advanced Micro Devices(AMD)$ AMD’s latest sell-off looks like sentiment getting ahead of itself on expectations, then overcorrecting on disappointment, while the fundamentals still point to roughly 30% revenue growth, expanding margins and a growing AI/data center franchise that could materially lift earnings over the next few years. When a company with that profile is punished for not being “perfect” every quarter, I see such volatility as a chance to buy the dip, stay patient and let the mid-term and longer-term AI and data center thesis play out.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529866822972048","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529865322255728,"gmtCreate":1770380776294,"gmtModify":1770380780255,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Anything below 220&nbsp;is arguably undervalued, given the double beat in results!","listText":"Anything below 220&nbsp;is arguably undervalued, given the double beat in results!","text":"Anything below 220 is arguably undervalued, given the double beat in results!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529865322255728","repostId":"1158602182","repostType":2,"repost":{"id":"1158602182","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1770377035,"share":"https://ttm.financial/m/news/1158602182?lang=en_US&edition=fundamental","pubTime":"2026-02-06 19:23","market":"fut","language":"en","title":"AMD Earnings Analysis: Market Dip Presents Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1158602182","media":"Deep News","summary":"Advanced Micro Devices concluded its 2025 fiscal year with robust performance, reporting optimistic revenue growth and significant margin improvement. The company has outlined an ambitious roadmap,...","content":"<p>Advanced Micro Devices concluded its 2025 fiscal year with robust performance, reporting optimistic revenue growth and significant margin improvement. The company has outlined an ambitious roadmap, planning to launch the MI400 series GPUs in the second half of 2026, followed by the MI500 series in fiscal year 2027. As AI developers and enterprises begin expanding dedicated AI inference compute capacity, Advanced Micro Devices is positioned to enter a new growth trajectory. Bolstered by a solid financial outlook for 2026 and a substantial stock price correction following the Q4 2025 earnings release, analysts have upgraded the stock rating to Strong Buy.</p>\n<p>In the fourth quarter of 2025, Advanced Micro Devices delivered impressive sales figures driven by its MI350 series GPUs and EPYC CPUs, with net revenue surging 37.58% year-over-year. Fiscal year 2025 saw particularly strong growth in EPYC instance deployments, with cloud service provider deployments increasing over 50% and enterprise deployments more than doubling. A key highlight of Q4 2025 was Advanced Micro Devices' next-generation Instinct series AI accelerator GPU portfolio: the MI455X and Helios designed for AI supercomputing clusters; the MI430X for high-performance computing and sovereign AI deployments; and the MI440X targeting enterprise customers for both AI training and inference.</p>\n<p>To support this, Advanced Micro Devices will partner with Hewlett Packard Enterprise to introduce a rack-scale architecture solution utilizing Broadcom's Tomahawk 6 networking chips for elastic scaling networks. The server solutions will incorporate HPE's customized hardware and software solutions based on the Ultra Accelerator Link open Ethernet standard, alongside direct liquid cooling infrastructure. A single server rack can connect 72 MI455X GPUs, representing an enterprise-ready solution expected to drive substantial growth.</p>\n<p>The company anticipates the MI450 series GPUs will launch in the second half of 2026. Management also announced the next-generation MI500 series GPUs are scheduled for 2027, promising a 1000-fold AI compute improvement over the MI300X series, utilizing a 2-nanometer process and featuring HBM4E high-bandwidth memory. For Q1 2026, management expects China sales of MI308 series GPUs to reach $100 million, while actively pursuing export licenses for the MI325 series, which recently received approval from the U.S. Department of Commerce. However, new export regulations requiring priority supply for U.S. domestic needs introduce some uncertainty regarding the scale of Advanced Micro Devices' China sales expansion.</p>\n<p>Another notable development in Q4 2025 was Advanced Micro Devices' agreement with Riot Platforms for 25 megawatts of data center capacity, expandable to 200 megawatts over the contract term. Although the company didn't disclose the specific reason for the compute purchase, analysts speculate it might involve deploying rack-scale solutions for private cloud development services or internal research and development.</p>\n<p>Additional opportunities may arise from Advanced Micro Devices' relationship with OpenAI. A Reuters report from February 2, 2026, indicated OpenAI's dissatisfaction with the performance of the latest AI chips from its primary supplier, noting the AI firm had been seeking alternatives since 2025. Shortly after the report, OpenAI CEO Sam Altman stated on social media platform X, \"We are very happy to work with our primary supplier, who makes the world's leading AI chips, and hope to remain a major customer long-term.\" This tension is particularly evident with OpenAI's Codex code assistant product, which demands extremely responsive compute power. Subsequently, the primary supplier announced plans to invest $20 billion in OpenAI, a significant 80% reduction from the initial $100 billion proposal in September 2025, sending a clear signal.</p>\n<p>Beyond a previously agreed 6-gigawatt compute collaboration established in October 2025, the challenges facing the dominant supplier could present a growth opportunity for Advanced Micro Devices. Concurrently, Intel announced on February 3, 2026, its return to the GPU market, appointing a chief GPU architect to lead the project. Notably, Intel had already partnered with the dominant supplier to develop a custom CPU series for its NVLink solution. This development could impact Advanced Micro Devices' enterprise and cloud AI growth narrative in two ways: Intel's GPUs might target the enterprise inference market, and the combination of the dominant supplier's GPUs with Intel CPUs could be deeply optimized for high-end AI compute. However, with Intel's 14A process volume production not scheduled until next year, it is too early to determine the final direction of this architecture.</p>\n<p>While analysts believe the partnership between the dominant supplier and OpenAI is unlikely to see major disruption, competition in the AI accelerator chip market is expected to intensify significantly throughout 2026. In early January 2026, OpenAI also partnered with startup Cerebras to access 750 megawatts of low-latency AI compute. Cerebras utilizes a large-chip design approach that could potentially address inference compute bottlenecks.</p>\n<p>In the client and gaming segment, Advanced Micro Devices' semi-custom chips are in the early stages of production ramp-up for Microsoft's next-generation Xbox console, scheduled for 2027. Despite the potential market appeal of the new console, management has guided for a double-digit revenue decline in the semi-custom business for 2026.</p>\n<p>Advanced Micro Devices' operational efficiency improved markedly in Q4 2025, with margins expanding across the Data Center, Client, and Gaming segments, although the Embedded segment margin declined by 164 basis points. For Q1 2026, analysts project net revenue of $9.9 billion and adjusted earnings per share of $1.36. Benefiting from the volume ramp of MI350 series products, adjusted gross margin is expected to improve further in Q1 2026; however, margin may face temporary pressure during the production ramp of the MI400 series in the second half of 2026.</p>\n<p>The company's financial foundation remains solid, with a balance sheet showing $10.5 billion in cash and cash equivalents against $3.22 billion in debt, resulting in a net cash position of $7.33 billion. This provides significant financial flexibility for potential mergers and acquisitions and internal growth investments. Inventory saw a slight increase in Q3 and Q4 2025, primarily due to the MI350 series production ramp and the reversal of inventory write-downs for the MI308 series.</p>\n<p>In an optimistic scenario, as more AI developers focus on inference performance optimization, Advanced Micro Devices could capture additional data center GPU market share. The urgent need for high-speed compute in enterprise services like code development, combined with OpenAI's push for supplier diversification, could allow Advanced Micro Devices to gain further traction in the AI inference market. A pessimistic scenario considers the growing importance of custom chips for AI inference, exemplified by Google's TPU chips and its collaboration with Anthropic, suggesting rising competitive barriers within the industry.</p>\n<p>Advanced Micro Devices currently trades at a price-to-sales ratio of 9.56, representing a relatively high valuation premium compared to its one-year trading range. Despite short-term premium valuation, analysts believe the stock still possesses upside potential as the company capitalizes on data center growth, particularly the emergence of AI inference demand. Following the Q4 2025 earnings report, Advanced Micro Devices' stock price experienced a significant decline, dropping 17% the next day. Although market sentiment turned negative, analysts attribute this drop largely to external factors rather than a deterioration in the company's fundamental operational performance. From a fundamental perspective, Advanced Micro Devices now presents a more attractive investment opportunity.</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>AMD Earnings Analysis: Market Dip Presents 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\">\nAMD Earnings Analysis: Market Dip Presents Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-02-06 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Advanced Micro Devices concluded its 2025 fiscal year with robust performance, reporting optimistic revenue growth and significant margin improvement. The company has outlined an ambitious roadmap, planning to launch the MI400 series GPUs in the second half of 2026, followed by the MI500 series in fiscal year 2027. As AI developers and enterprises begin expanding dedicated AI inference compute capacity, Advanced Micro Devices is positioned to enter a new growth trajectory. Bolstered by a solid financial outlook for 2026 and a substantial stock price correction following the Q4 2025 earnings release, analysts have upgraded the stock rating to Strong Buy.</p>\n<p>In the fourth quarter of 2025, Advanced Micro Devices delivered impressive sales figures driven by its MI350 series GPUs and EPYC CPUs, with net revenue surging 37.58% year-over-year. Fiscal year 2025 saw particularly strong growth in EPYC instance deployments, with cloud service provider deployments increasing over 50% and enterprise deployments more than doubling. A key highlight of Q4 2025 was Advanced Micro Devices' next-generation Instinct series AI accelerator GPU portfolio: the MI455X and Helios designed for AI supercomputing clusters; the MI430X for high-performance computing and sovereign AI deployments; and the MI440X targeting enterprise customers for both AI training and inference.</p>\n<p>To support this, Advanced Micro Devices will partner with Hewlett Packard Enterprise to introduce a rack-scale architecture solution utilizing Broadcom's Tomahawk 6 networking chips for elastic scaling networks. The server solutions will incorporate HPE's customized hardware and software solutions based on the Ultra Accelerator Link open Ethernet standard, alongside direct liquid cooling infrastructure. A single server rack can connect 72 MI455X GPUs, representing an enterprise-ready solution expected to drive substantial growth.</p>\n<p>The company anticipates the MI450 series GPUs will launch in the second half of 2026. Management also announced the next-generation MI500 series GPUs are scheduled for 2027, promising a 1000-fold AI compute improvement over the MI300X series, utilizing a 2-nanometer process and featuring HBM4E high-bandwidth memory. For Q1 2026, management expects China sales of MI308 series GPUs to reach $100 million, while actively pursuing export licenses for the MI325 series, which recently received approval from the U.S. Department of Commerce. However, new export regulations requiring priority supply for U.S. domestic needs introduce some uncertainty regarding the scale of Advanced Micro Devices' China sales expansion.</p>\n<p>Another notable development in Q4 2025 was Advanced Micro Devices' agreement with Riot Platforms for 25 megawatts of data center capacity, expandable to 200 megawatts over the contract term. Although the company didn't disclose the specific reason for the compute purchase, analysts speculate it might involve deploying rack-scale solutions for private cloud development services or internal research and development.</p>\n<p>Additional opportunities may arise from Advanced Micro Devices' relationship with OpenAI. A Reuters report from February 2, 2026, indicated OpenAI's dissatisfaction with the performance of the latest AI chips from its primary supplier, noting the AI firm had been seeking alternatives since 2025. Shortly after the report, OpenAI CEO Sam Altman stated on social media platform X, \"We are very happy to work with our primary supplier, who makes the world's leading AI chips, and hope to remain a major customer long-term.\" This tension is particularly evident with OpenAI's Codex code assistant product, which demands extremely responsive compute power. Subsequently, the primary supplier announced plans to invest $20 billion in OpenAI, a significant 80% reduction from the initial $100 billion proposal in September 2025, sending a clear signal.</p>\n<p>Beyond a previously agreed 6-gigawatt compute collaboration established in October 2025, the challenges facing the dominant supplier could present a growth opportunity for Advanced Micro Devices. Concurrently, Intel announced on February 3, 2026, its return to the GPU market, appointing a chief GPU architect to lead the project. Notably, Intel had already partnered with the dominant supplier to develop a custom CPU series for its NVLink solution. This development could impact Advanced Micro Devices' enterprise and cloud AI growth narrative in two ways: Intel's GPUs might target the enterprise inference market, and the combination of the dominant supplier's GPUs with Intel CPUs could be deeply optimized for high-end AI compute. However, with Intel's 14A process volume production not scheduled until next year, it is too early to determine the final direction of this architecture.</p>\n<p>While analysts believe the partnership between the dominant supplier and OpenAI is unlikely to see major disruption, competition in the AI accelerator chip market is expected to intensify significantly throughout 2026. In early January 2026, OpenAI also partnered with startup Cerebras to access 750 megawatts of low-latency AI compute. Cerebras utilizes a large-chip design approach that could potentially address inference compute bottlenecks.</p>\n<p>In the client and gaming segment, Advanced Micro Devices' semi-custom chips are in the early stages of production ramp-up for Microsoft's next-generation Xbox console, scheduled for 2027. Despite the potential market appeal of the new console, management has guided for a double-digit revenue decline in the semi-custom business for 2026.</p>\n<p>Advanced Micro Devices' operational efficiency improved markedly in Q4 2025, with margins expanding across the Data Center, Client, and Gaming segments, although the Embedded segment margin declined by 164 basis points. For Q1 2026, analysts project net revenue of $9.9 billion and adjusted earnings per share of $1.36. Benefiting from the volume ramp of MI350 series products, adjusted gross margin is expected to improve further in Q1 2026; however, margin may face temporary pressure during the production ramp of the MI400 series in the second half of 2026.</p>\n<p>The company's financial foundation remains solid, with a balance sheet showing $10.5 billion in cash and cash equivalents against $3.22 billion in debt, resulting in a net cash position of $7.33 billion. This provides significant financial flexibility for potential mergers and acquisitions and internal growth investments. Inventory saw a slight increase in Q3 and Q4 2025, primarily due to the MI350 series production ramp and the reversal of inventory write-downs for the MI308 series.</p>\n<p>In an optimistic scenario, as more AI developers focus on inference performance optimization, Advanced Micro Devices could capture additional data center GPU market share. The urgent need for high-speed compute in enterprise services like code development, combined with OpenAI's push for supplier diversification, could allow Advanced Micro Devices to gain further traction in the AI inference market. A pessimistic scenario considers the growing importance of custom chips for AI inference, exemplified by Google's TPU chips and its collaboration with Anthropic, suggesting rising competitive barriers within the industry.</p>\n<p>Advanced Micro Devices currently trades at a price-to-sales ratio of 9.56, representing a relatively high valuation premium compared to its one-year trading range. Despite short-term premium valuation, analysts believe the stock still possesses upside potential as the company capitalizes on data center growth, particularly the emergence of AI inference demand. Following the Q4 2025 earnings report, Advanced Micro Devices' stock price experienced a significant decline, dropping 17% the next day. Although market sentiment turned negative, analysts attribute this drop largely to external factors rather than a deterioration in the company's fundamental operational performance. From a fundamental perspective, Advanced Micro Devices now presents a more attractive investment opportunity.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4573":"虚拟现实","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","AMUU":"2倍做多AMD ETF-Direxion","BK4543":"AI","BK4512":"苹果概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","AMYY":"GraniteShares YieldBOOST AMD ETF","AMDD":"1倍做空AMD ETF-Direxion","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","AMDG":"2倍做多AMD ETF- Leverage Shares","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4529":"IDC概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","AMDL":"2倍做多AMD ETF-GraniteShares","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4575":"芯片概念","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4566":"资本集团","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4612":"AI芯片","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0109392836.USD":"富兰克林科技股A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","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","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","DAMD":"2倍做空AMD ETF-Defiance","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4614":"Manus概念股","BK4588":"碎股","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","AMD":"美国超微公司","AMDU":"Defiance Leveraged Long + Income AMD ETF","BK4605":"半导体精选","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","AMDW":"Roundhill AMD WeeklyPay ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","AMDY":"AMD期权收益策略ETF-YieldMax"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158602182","content_text":"Advanced Micro Devices concluded its 2025 fiscal year with robust performance, reporting optimistic revenue growth and significant margin improvement. The company has outlined an ambitious roadmap, planning to launch the MI400 series GPUs in the second half of 2026, followed by the MI500 series in fiscal year 2027. As AI developers and enterprises begin expanding dedicated AI inference compute capacity, Advanced Micro Devices is positioned to enter a new growth trajectory. Bolstered by a solid financial outlook for 2026 and a substantial stock price correction following the Q4 2025 earnings release, analysts have upgraded the stock rating to Strong Buy.\nIn the fourth quarter of 2025, Advanced Micro Devices delivered impressive sales figures driven by its MI350 series GPUs and EPYC CPUs, with net revenue surging 37.58% year-over-year. Fiscal year 2025 saw particularly strong growth in EPYC instance deployments, with cloud service provider deployments increasing over 50% and enterprise deployments more than doubling. A key highlight of Q4 2025 was Advanced Micro Devices' next-generation Instinct series AI accelerator GPU portfolio: the MI455X and Helios designed for AI supercomputing clusters; the MI430X for high-performance computing and sovereign AI deployments; and the MI440X targeting enterprise customers for both AI training and inference.\nTo support this, Advanced Micro Devices will partner with Hewlett Packard Enterprise to introduce a rack-scale architecture solution utilizing Broadcom's Tomahawk 6 networking chips for elastic scaling networks. The server solutions will incorporate HPE's customized hardware and software solutions based on the Ultra Accelerator Link open Ethernet standard, alongside direct liquid cooling infrastructure. A single server rack can connect 72 MI455X GPUs, representing an enterprise-ready solution expected to drive substantial growth.\nThe company anticipates the MI450 series GPUs will launch in the second half of 2026. Management also announced the next-generation MI500 series GPUs are scheduled for 2027, promising a 1000-fold AI compute improvement over the MI300X series, utilizing a 2-nanometer process and featuring HBM4E high-bandwidth memory. For Q1 2026, management expects China sales of MI308 series GPUs to reach $100 million, while actively pursuing export licenses for the MI325 series, which recently received approval from the U.S. Department of Commerce. However, new export regulations requiring priority supply for U.S. domestic needs introduce some uncertainty regarding the scale of Advanced Micro Devices' China sales expansion.\nAnother notable development in Q4 2025 was Advanced Micro Devices' agreement with Riot Platforms for 25 megawatts of data center capacity, expandable to 200 megawatts over the contract term. Although the company didn't disclose the specific reason for the compute purchase, analysts speculate it might involve deploying rack-scale solutions for private cloud development services or internal research and development.\nAdditional opportunities may arise from Advanced Micro Devices' relationship with OpenAI. A Reuters report from February 2, 2026, indicated OpenAI's dissatisfaction with the performance of the latest AI chips from its primary supplier, noting the AI firm had been seeking alternatives since 2025. Shortly after the report, OpenAI CEO Sam Altman stated on social media platform X, \"We are very happy to work with our primary supplier, who makes the world's leading AI chips, and hope to remain a major customer long-term.\" This tension is particularly evident with OpenAI's Codex code assistant product, which demands extremely responsive compute power. Subsequently, the primary supplier announced plans to invest $20 billion in OpenAI, a significant 80% reduction from the initial $100 billion proposal in September 2025, sending a clear signal.\nBeyond a previously agreed 6-gigawatt compute collaboration established in October 2025, the challenges facing the dominant supplier could present a growth opportunity for Advanced Micro Devices. Concurrently, Intel announced on February 3, 2026, its return to the GPU market, appointing a chief GPU architect to lead the project. Notably, Intel had already partnered with the dominant supplier to develop a custom CPU series for its NVLink solution. This development could impact Advanced Micro Devices' enterprise and cloud AI growth narrative in two ways: Intel's GPUs might target the enterprise inference market, and the combination of the dominant supplier's GPUs with Intel CPUs could be deeply optimized for high-end AI compute. However, with Intel's 14A process volume production not scheduled until next year, it is too early to determine the final direction of this architecture.\nWhile analysts believe the partnership between the dominant supplier and OpenAI is unlikely to see major disruption, competition in the AI accelerator chip market is expected to intensify significantly throughout 2026. In early January 2026, OpenAI also partnered with startup Cerebras to access 750 megawatts of low-latency AI compute. Cerebras utilizes a large-chip design approach that could potentially address inference compute bottlenecks.\nIn the client and gaming segment, Advanced Micro Devices' semi-custom chips are in the early stages of production ramp-up for Microsoft's next-generation Xbox console, scheduled for 2027. Despite the potential market appeal of the new console, management has guided for a double-digit revenue decline in the semi-custom business for 2026.\nAdvanced Micro Devices' operational efficiency improved markedly in Q4 2025, with margins expanding across the Data Center, Client, and Gaming segments, although the Embedded segment margin declined by 164 basis points. For Q1 2026, analysts project net revenue of $9.9 billion and adjusted earnings per share of $1.36. Benefiting from the volume ramp of MI350 series products, adjusted gross margin is expected to improve further in Q1 2026; however, margin may face temporary pressure during the production ramp of the MI400 series in the second half of 2026.\nThe company's financial foundation remains solid, with a balance sheet showing $10.5 billion in cash and cash equivalents against $3.22 billion in debt, resulting in a net cash position of $7.33 billion. This provides significant financial flexibility for potential mergers and acquisitions and internal growth investments. Inventory saw a slight increase in Q3 and Q4 2025, primarily due to the MI350 series production ramp and the reversal of inventory write-downs for the MI308 series.\nIn an optimistic scenario, as more AI developers focus on inference performance optimization, Advanced Micro Devices could capture additional data center GPU market share. The urgent need for high-speed compute in enterprise services like code development, combined with OpenAI's push for supplier diversification, could allow Advanced Micro Devices to gain further traction in the AI inference market. A pessimistic scenario considers the growing importance of custom chips for AI inference, exemplified by Google's TPU chips and its collaboration with Anthropic, suggesting rising competitive barriers within the industry.\nAdvanced Micro Devices currently trades at a price-to-sales ratio of 9.56, representing a relatively high valuation premium compared to its one-year trading range. Despite short-term premium valuation, analysts believe the stock still possesses upside potential as the company capitalizes on data center growth, particularly the emergence of AI inference demand. Following the Q4 2025 earnings report, Advanced Micro Devices' stock price experienced a significant decline, dropping 17% the next day. Although market sentiment turned negative, analysts attribute this drop largely to external factors rather than a deterioration in the company's fundamental operational performance. From a fundamental perspective, Advanced Micro Devices now presents a more attractive investment opportunity.","news_type":1,"symbols_score_info":{"AMUU":1,"AMDY":1,"AMDW":1,"AMDG":1,"AMDL":1,"DAMD":1,"AMYY":1,"AMD":1,"AMDD":1,"AMDU":1}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528649243792992,"gmtCreate":1770086849342,"gmtModify":1770088349851,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"More turmoil from the government shutdown can only benefit GLDM!","listText":"More turmoil from the government shutdown can only benefit GLDM!","text":"More turmoil from the government shutdown can only benefit GLDM!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528649243792992","repostId":"2608831817","repostType":2,"repost":{"id":"2608831817","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1770083152,"share":"https://ttm.financial/m/news/2608831817?lang=en_US&edition=fundamental","pubTime":"2026-02-03 09:45","market":"fut","language":"en","title":"Gold Rebounds More Than 3% After Sharp Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=2608831817","media":"Reuters","summary":"Feb 3 (Reuters) - Gold rose more than 3% on Tuesday, rebounding from a near one-month low hit in the previous session, as market participants braced for an absence of key economic data this week due...","content":"<html><head></head><body><p>Feb 3 (Reuters) - Gold rose more than 3% on Tuesday, rebounding from a near one-month low hit in the previous session, as market participants braced for an absence of key economic data this week due to a partial U.S. government shutdown.</p><h2 id=\"id_3991615238\" style=\"text-align: start;\">FUNDAMENTALS</h2><p>* Spot gold climbed 3.7% to $4,837.16 per ounce by 0120 GMT, after touching a near one-month low in the previous session. Bullion scaled a record high of $5,594.82 on Thursday.</p><p>* The U.S. Bureau of Labor Statistics said on Monday the closely watched employment report for January will not be released this Friday because of a partial shutdown of the federal government.</p><p>* The government partially shut down on Saturday after Congress failed to approve a deal to keep the Labor Department, among other operations, funded. Though the U.S. Senate passed a spending package on Friday, the House of Representatives was out of town.</p><p>* The House was due on Monday to take up legislation, with a final vote expected on Tuesday. House Speaker Mike Johnson has expressed optimism that the shutdown would end within days.</p><p>* The dollar held onto gains on Tuesday as positive economic readings and shifting expectations for Federal Reserve policy outweighed concerns about the partial U.S. government shutdown.</p><p>* A stronger dollar makes greenback-priced gold less affordable for holders of other currencies.</p><p>* Investors expect at least two Fed interest rate cuts in 2026. Non-yielding bullion tends to perform better in low-interest-rate environments.</p><p>* U.S. President Donald Trump on Monday announced a trade deal with India that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange for India halting Russian oil purchases and lowering trade barriers.</p><p>* Spot silver rose 5.9% to $84.09 an ounce. It hit a record high of $121.64 on Thursday.</p><p>* Spot platinum added 3% to $2,183.64 per ounce after hitting a record high of $2,918.80 on January 26, while palladium gained 2.7% to $1,765.75.</p><table style=\"border-collapse: collapse;\"><tbody><tr></tr></tbody><tbody><tr><td style=\"text-align: left;\"><p></p></td><td style=\"text-align: left;\"><p><strong>DATA/EVENTS (GMT)</strong></p></td></tr><tr><td style=\"text-align: left;\"><p><strong>0745</strong></p></td><td style=\"text-align: left;\"><p>France CPI (EU Norm) Prelim YY, MM Jan</p></td></tr><tr><td style=\"text-align: left;\"><p><strong>0745</strong></p></td><td style=\"text-align: left;\"><p>France CPI Prelim YY, MM NSA Jan</p></td></tr></tbody></table></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>Gold Rebounds More Than 3% After Sharp Selloff</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\">\nGold Rebounds More Than 3% After Sharp Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-03 09:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 3 (Reuters) - Gold rose more than 3% on Tuesday, rebounding from a near one-month low hit in the previous session, as market participants braced for an absence of key economic data this week due to a partial U.S. government shutdown.</p><h2 id=\"id_3991615238\" style=\"text-align: start;\">FUNDAMENTALS</h2><p>* Spot gold climbed 3.7% to $4,837.16 per ounce by 0120 GMT, after touching a near one-month low in the previous session. Bullion scaled a record high of $5,594.82 on Thursday.</p><p>* The U.S. Bureau of Labor Statistics said on Monday the closely watched employment report for January will not be released this Friday because of a partial shutdown of the federal government.</p><p>* The government partially shut down on Saturday after Congress failed to approve a deal to keep the Labor Department, among other operations, funded. Though the U.S. Senate passed a spending package on Friday, the House of Representatives was out of town.</p><p>* The House was due on Monday to take up legislation, with a final vote expected on Tuesday. House Speaker Mike Johnson has expressed optimism that the shutdown would end within days.</p><p>* The dollar held onto gains on Tuesday as positive economic readings and shifting expectations for Federal Reserve policy outweighed concerns about the partial U.S. government shutdown.</p><p>* A stronger dollar makes greenback-priced gold less affordable for holders of other currencies.</p><p>* Investors expect at least two Fed interest rate cuts in 2026. Non-yielding bullion tends to perform better in low-interest-rate environments.</p><p>* U.S. President Donald Trump on Monday announced a trade deal with India that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange for India halting Russian oil purchases and lowering trade barriers.</p><p>* Spot silver rose 5.9% to $84.09 an ounce. It hit a record high of $121.64 on Thursday.</p><p>* Spot platinum added 3% to $2,183.64 per ounce after hitting a record high of $2,918.80 on January 26, while palladium gained 2.7% to $1,765.75.</p><table style=\"border-collapse: collapse;\"><tbody><tr></tr></tbody><tbody><tr><td style=\"text-align: left;\"><p></p></td><td style=\"text-align: left;\"><p><strong>DATA/EVENTS (GMT)</strong></p></td></tr><tr><td style=\"text-align: left;\"><p><strong>0745</strong></p></td><td style=\"text-align: left;\"><p>France CPI (EU Norm) Prelim YY, MM Jan</p></td></tr><tr><td style=\"text-align: left;\"><p><strong>0745</strong></p></td><td style=\"text-align: left;\"><p>France CPI Prelim YY, MM NSA Jan</p></td></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IAUI":"NEOS Gold High Income ETF","GLDM":"SPDR Gold MiniShares Trust","IAUM":"ISHARES GOLD TRUST MICRO","RING":"iShares MSCI Global Gold Miners ETF","UGL":"2倍做多黄金ETF-ProShares","USG":"USCF Gold Strategy Plus Income Fund","BTGD":"STKD Bitcoin & Gold ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","GBUG":"Sprott Active Gold & Silver Miners ETF","OUNZ":"VanEck Merk黄金股票基金","GLTR":"abrdn Physical Precious Metals Basket Shares ETF","AAAU":"Goldman Sachs Physical Gold ETF","GDXJ":"小型黄金矿业ETF(Market Vectors)","CEF":"Sprott Physical Gold & Silver Trust","DUST":"二倍做空黄金矿业指数ETF-Direxion","FGDL":"FRANKLIN RESPONSIBLY SOURCED GOLD ETF","GLL":"2倍做空黄金ETF-ProShares","PHYS":"Sprott Physical Gold Trust","GDXY":"YieldMax Gold Miners Option Income Strategy ETF","GLD":"黄金ETF-SPDR","IAU":"黄金信托ETF-iShares","SGOL":"Abrdn Gold ETF Trust","BAR":"GraniteShares Gold Shares"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260203:nL4N3YZ023:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608831817","content_text":"Feb 3 (Reuters) - Gold rose more than 3% on Tuesday, rebounding from a near one-month low hit in the previous session, as market participants braced for an absence of key economic data this week due to a partial U.S. government shutdown.FUNDAMENTALS* Spot gold climbed 3.7% to $4,837.16 per ounce by 0120 GMT, after touching a near one-month low in the previous session. Bullion scaled a record high of $5,594.82 on Thursday.* The U.S. Bureau of Labor Statistics said on Monday the closely watched employment report for January will not be released this Friday because of a partial shutdown of the federal government.* The government partially shut down on Saturday after Congress failed to approve a deal to keep the Labor Department, among other operations, funded. Though the U.S. Senate passed a spending package on Friday, the House of Representatives was out of town.* The House was due on Monday to take up legislation, with a final vote expected on Tuesday. House Speaker Mike Johnson has expressed optimism that the shutdown would end within days.* The dollar held onto gains on Tuesday as positive economic readings and shifting expectations for Federal Reserve policy outweighed concerns about the partial U.S. government shutdown.* A stronger dollar makes greenback-priced gold less affordable for holders of other currencies.* Investors expect at least two Fed interest rate cuts in 2026. Non-yielding bullion tends to perform better in low-interest-rate environments.* U.S. President Donald Trump on Monday announced a trade deal with India that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange for India halting Russian oil purchases and lowering trade barriers.* Spot silver rose 5.9% to $84.09 an ounce. It hit a record high of $121.64 on Thursday.* Spot platinum added 3% to $2,183.64 per ounce after hitting a record high of $2,918.80 on January 26, while palladium gained 2.7% to $1,765.75.DATA/EVENTS (GMT)0745France CPI (EU Norm) Prelim YY, MM Jan0745France CPI Prelim YY, MM NSA Jan","news_type":1,"symbols_score_info":{"GDXY":2,"IAU":2,"GBUG":2,"OUNZ":2,"NUGT":2,"RING":2,"GLL":2,"BTGD":2,"IAUM":2,"GDX":2,"GLD":2,"XAUUSD.FOREX":2,"SGOL":2,"AAAU":2,"USG":2,"GDXJ":2,"FGDL":2,"GCmain":2,"GLTR":2,"CEF":2,"UGL":2,"BAR":2,"DUST":2,"IAUI":2,"GLDM":2,"PHYS":2}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528503969427816,"gmtCreate":1770051412003,"gmtModify":1770051417122,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Gold has stabilized and rebounded towards the $4,750–$4,800 region. Time to buy the dip in GLDM and other gold ETFs before the trend becomes fully positive again.","listText":"Gold has stabilized and rebounded towards the $4,750–$4,800 region. Time to buy the dip in GLDM and other gold ETFs before the trend becomes fully positive again.","text":"Gold has stabilized and rebounded towards the $4,750–$4,800 region. Time to buy the dip in GLDM and other gold ETFs before the trend becomes fully positive again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528503969427816","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527560682492928,"gmtCreate":1769821170732,"gmtModify":1769821174519,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Very bullish still on Nvidia, maybe less so on Tesla","listText":"Very bullish still on Nvidia, maybe less so on Tesla","text":"Very bullish still on Nvidia, maybe less so on Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527560682492928","repostId":"2607372097","repostType":2,"repost":{"id":"2607372097","kind":"highlight","pubTimestamp":1769761140,"share":"https://ttm.financial/m/news/2607372097?lang=en_US&edition=fundamental","pubTime":"2026-01-30 16:19","market":"sh","language":"en","title":"Why Dan Ives Thinks Tesla And Nvidia Will Define The 'Physical AI' Era","url":"https://stock-news.laohu8.com/highlight/detail?id=2607372097","media":"Benzinga_recent_news","summary":"Dan Ives IDs Tesla and Nvidia as the top \"Physical AI\" plays, forecasting a $800 bull case for Tesla as the \"golden year\" of 2026 approaches.","content":"<div>\n<p>Wedbush Securities analyst Dan Ives is doubling down on his bullish thesis for the “fourth industrial revolution,” identifying Tesla Inc. (NASDAQ:TSLA) and Nvidia Corp. (NASDAQ:NVDA) as the two ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/26/01/50257017/why-dan-ives-thinks-tesla-and-nvidia-will-define-the-physical-ai-era\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","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 Dan Ives Thinks Tesla And Nvidia Will Define The 'Physical AI' Era</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 Dan Ives Thinks Tesla And Nvidia Will Define The 'Physical AI' Era\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 16:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/26/01/50257017/why-dan-ives-thinks-tesla-and-nvidia-will-define-the-physical-ai-era><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush Securities analyst Dan Ives is doubling down on his bullish thesis for the “fourth industrial revolution,” identifying Tesla Inc. (NASDAQ:TSLA) and Nvidia Corp. (NASDAQ:NVDA) as the two ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/26/01/50257017/why-dan-ives-thinks-tesla-and-nvidia-will-define-the-physical-ai-era\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2026/01/30/Smart-Phone-With-The-Tesla-Logo--Inc--Is.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4099":"汽车制造商","2NVD.UK":"2X NVIDIA ETP","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux 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INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"https://www.benzinga.com/markets/equities/26/01/50257017/why-dan-ives-thinks-tesla-and-nvidia-will-define-the-physical-ai-era","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607372097","content_text":"Wedbush Securities analyst Dan Ives is doubling down on his bullish thesis for the “fourth industrial revolution,” identifying Tesla Inc. (NASDAQ:TSLA) and Nvidia Corp. (NASDAQ:NVDA) as the two indispensable pillars of the burgeoning physical AI market.\nWhile the tech world remains captivated by Large Language Models (LLMs) and chatbots, Ives argues that the most significant value is shifting toward machines that interact with the physical world.\nFor Ives, two companies stand alone at the summit of this transition.\n“It just comes down to like physical AI, the two best physical AI plays in the market, Tesla, and the other one, it’s the godfather of AI, Jensen, Nvidia,” Ives stated.\n“Those to me are the two biggest and the best physical AI plays in the world,” Ives told CNBC International. \nFor Tesla, the narrative has shifted from vehicle delivery counts to high-margin software adoption.\nIves believes that Full Self-Driving (FSD) technology is the primary engine that will transform Tesla's valuation, forecasting a potential leap in adoption from 12% to 50%.\n“I believe we talk about $600 base case, but $800 bull case, is… ….the margin story that’s going to start take hold,” Ives explained.\nHe described 2025 as a “huge transition year” leading into a “golden year” in 2026, driven by the convergence of FSD, autonomous Cybercabs, and robotics.\nWhile Tesla represents the “Visionary” application of physical AI, Ives views Nvidia as the bedrock of the entire movement. He characterizes Jensen Huang's company as the essential provider of the hardware that makes autonomous systems and industrial robotics possible.\nAccording to Ives, Nvidia will “continue to lead the infrastructure powering the AI boom.”\nHe argues that the company remains “four to five years ahead of any other chip player,” making it the primary beneficiary of the massive capital expenditure currently flooding the tech sector.\nAs the “arms race” for AI supremacy intensifies, Ives warns that the primary constraint is no longer capital or engineering, but power.\nHe noted that there are currently more data centers under construction than active data centers, putting an unprecedented strain on the grid.\nTo survive this “power crunch,” Ives suggests that vertical integration—including custom cooling and on-site generation—is the only viable path forward.\n“The only thing that’s stopping it is not capbacks. It’s not technology. The only stops are the shortages that we see in terms of energy,” Ives concluded.\nSo far, in 2026, shares of Tesla have declined by 4.91%. It was up 30.57% over the last six-months and 4.07% over the year. Meanwhile, Nvidia is up 1.94% YTD, up 7.39% in six months, and 54.44% over the year.\nBenzinga's Edge Stock Rankings indicate that TSLA maintains a weaker price trend over the short term but a strong trend in the medium and long terms, with a moderate quality ranking.\nNVDA, on the other hand, maintains a stronger price trend over the short, medium, and long terms, with a robust growth ranking as per Benzinga's Edge Stock Rankings.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nImage via Shutterstock","news_type":1,"symbols_score_info":{"NVDX":0.6,"TSLW":0.6,"TSLG":0.6,"TSLS":0.6,"TSL":0.6,"07766":0.6,"TSII":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"TSLI":0.6,"NVDA":1.96,"TSLL":0.6,"TSLO":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"TSDD":0.6,"NVDG":0.6,"TSLZ":0.6,"TSLQ":0.6,"NVII":0.6,"NVD":0.6,"TSLP":0.6,"TSYY":0.6,"TSLA":1.97,"NVDS":0.6,"TSLR":0.6,"NVDY":0.6,"NVD3.UK":0.6,"CRSH":0.6,"2NVD.UK":0.6,"NVDW":0.6,"NVDU":0.6,"TSLY":0.6,"TSLT":0.6,"3NVD.UK":0.6,"TESL":0.6,"NVDQ":0.6,"DIPS":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527560871618072,"gmtCreate":1769821110700,"gmtModify":1769828310233,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Apple, Nvidia, AMD and MSFT remain as good buys with solid fundamentals and growth drivers!","listText":"Apple, Nvidia, AMD and MSFT remain as good buys with solid fundamentals and growth drivers!","text":"Apple, Nvidia, AMD and MSFT remain as good buys with solid fundamentals and growth drivers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527560871618072","repostId":"1110131231","repostType":2,"repost":{"id":"1110131231","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":1769786635,"share":"https://ttm.financial/m/news/1110131231?lang=en_US&edition=fundamental","pubTime":"2026-01-30 23:23","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Apple, Nvidia, Sandisk, AMD, Western Digital, Broadcom, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1110131231","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Friday.","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Friday:</p><h2 id=\"id_92282808\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche lowered its price target to $480 per share from $500 following Tesla earnings earlier this week.</p><p>“With capex now expected to more than double this year and even ambitions to possibly stand up a chip fab, management is clearly looking beyond the traditional auto market and aiming to structurally disrupt labor intensive services with a vertically integrated Physical AI stack.”</p><h2 id=\"id_3590638410\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America says Apple is firing on all cylinders following earnings.</p><p>“We remain bullish on shares of Apple heading into 2026 given (1) iPhone upgrades are tracking better than expected (globally including China) with record upgraders, (2) gross margins continue to move higher despite commodity headwinds, (3) AI enabled Siri will be available in 2026..”</p><h2 id=\"id_1367446779\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the stock is a best idea in 2026.</p><p>“NVDA remains our top pick in semis for CY26.”</p><h2 id=\"id_2948524640\" style=\"text-align: start;\">Raymond James upgrades Sandisk to outperform from market perform</h2><p>The firm admitted its upgrade was late but says better late than never.</p><p>“In arguably one of the most delayed upgrades in history, we are upgrading Sandisk to Outperform from Market Perform and setting a price target of $725.”</p><h2 id=\"id_3767156435\" style=\"text-align: start;\">Wells Fargo reiterates AMD as overweight</h2><p>Wells says it’s bullish heading into earnings next week</p><p>“Reiterate Top-Pick OW rating on AMD; $345 PT ahead of 4Q25 print.”</p><h2 id=\"id_1804149802\" style=\"text-align: start;\">Morgan Stanley reiterates Western Digital as overweight</h2><p>The firm raised its price target to $306 to $260 following earnings.</p><p>“WDC echoed very similar demand strength and visibility commentary as STX earlier this week, but the market continues to underappreciate sustainable pricing tailwinds and the subsequent flow-through to margins and EPS.”</p><h2 id=\"id_1343423506\" style=\"text-align: start;\">Wolfe upgrades Broadcom to outperform from peer perform</h2><p>Wolfe says it sees a slew of positive catalysts ahead.</p><p>“We upgrade AVGO to Outperform with a PT $400.”</p><h2 id=\"id_2370927455\" style=\"text-align: start;\">Bernstein reiterates Netflix as outperform</h2><p>The firm says investors need to be patient and wait for the WBD process to play out.</p><p>“Assuming a mid-year margin revision and NFLX acquisition of WBD alleviates near-term engagement pressure, the upside for Netflix buyers today ultimately hinges on the outcome of the current WBD process.”</p><h2 id=\"id_1318245031\" style=\"text-align: start;\">Citi upgrades Spotify to buy from neutral</h2><p>Citi says it sees “several positive catalysts” ahead.</p><p>“We are upgrading Spotify from Neutral to Buy for three reasons: 1) the valuation is attractive, 2) consensus estimates are beatable, and 3) we see several positive catalysts.”</p><h2 id=\"id_1637066935\" style=\"text-align: start;\">Guggenheim upgrades GE Vernova to buy from neutral</h2><p>Guggenheim says it likes the company’s cash generation.</p><p>“We are returning to a Buy rating (from Neutral) for GEV, and establishing a price target of $910. Our analysis indicates that the market still may be underestimating the potential for cash generation and capital returns, as well as the possibility of further margin improvement in the company’s electrification segment.”</p><h2 id=\"id_1575445605\" style=\"text-align: start;\">BMO upgrades Southwest to outperform from market perform</h2><p>BMO says it sees earnings upside for Southwest.</p><p>“We see further runway over the coming years including an eventual recovery in domestic main cabin market conditions and the potential for increased share of corporate travel, neither of which are contemplated in management’s outlook.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Tesla, Apple, Nvidia, Sandisk, AMD, Western Digital, Broadcom, 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; 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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\">\nTop Calls on Wall Street: Tesla, Apple, Nvidia, Sandisk, AMD, Western Digital, Broadcom, and More\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\">2026-01-30 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Friday:</p><h2 id=\"id_92282808\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche lowered its price target to $480 per share from $500 following Tesla earnings earlier this week.</p><p>“With capex now expected to more than double this year and even ambitions to possibly stand up a chip fab, management is clearly looking beyond the traditional auto market and aiming to structurally disrupt labor intensive services with a vertically integrated Physical AI stack.”</p><h2 id=\"id_3590638410\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America says Apple is firing on all cylinders following earnings.</p><p>“We remain bullish on shares of Apple heading into 2026 given (1) iPhone upgrades are tracking better than expected (globally including China) with record upgraders, (2) gross margins continue to move higher despite commodity headwinds, (3) AI enabled Siri will be available in 2026..”</p><h2 id=\"id_1367446779\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the stock is a best idea in 2026.</p><p>“NVDA remains our top pick in semis for CY26.”</p><h2 id=\"id_2948524640\" style=\"text-align: start;\">Raymond James upgrades Sandisk to outperform from market perform</h2><p>The firm admitted its upgrade was late but says better late than never.</p><p>“In arguably one of the most delayed upgrades in history, we are upgrading Sandisk to Outperform from Market Perform and setting a price target of $725.”</p><h2 id=\"id_3767156435\" style=\"text-align: start;\">Wells Fargo reiterates AMD as overweight</h2><p>Wells says it’s bullish heading into earnings next week</p><p>“Reiterate Top-Pick OW rating on AMD; $345 PT ahead of 4Q25 print.”</p><h2 id=\"id_1804149802\" style=\"text-align: start;\">Morgan Stanley reiterates Western Digital as overweight</h2><p>The firm raised its price target to $306 to $260 following earnings.</p><p>“WDC echoed very similar demand strength and visibility commentary as STX earlier this week, but the market continues to underappreciate sustainable pricing tailwinds and the subsequent flow-through to margins and EPS.”</p><h2 id=\"id_1343423506\" style=\"text-align: start;\">Wolfe upgrades Broadcom to outperform from peer perform</h2><p>Wolfe says it sees a slew of positive catalysts ahead.</p><p>“We upgrade AVGO to Outperform with a PT $400.”</p><h2 id=\"id_2370927455\" style=\"text-align: start;\">Bernstein reiterates Netflix as outperform</h2><p>The firm says investors need to be patient and wait for the WBD process to play out.</p><p>“Assuming a mid-year margin revision and NFLX acquisition of WBD alleviates near-term engagement pressure, the upside for Netflix buyers today ultimately hinges on the outcome of the current WBD process.”</p><h2 id=\"id_1318245031\" style=\"text-align: start;\">Citi upgrades Spotify to buy from neutral</h2><p>Citi says it sees “several positive catalysts” ahead.</p><p>“We are upgrading Spotify from Neutral to Buy for three reasons: 1) the valuation is attractive, 2) consensus estimates are beatable, and 3) we see several positive catalysts.”</p><h2 id=\"id_1637066935\" style=\"text-align: start;\">Guggenheim upgrades GE Vernova to buy from neutral</h2><p>Guggenheim says it likes the company’s cash generation.</p><p>“We are returning to a Buy rating (from Neutral) for GEV, and establishing a price target of $910. Our analysis indicates that the market still may be underestimating the potential for cash generation and capital returns, as well as the possibility of further margin improvement in the company’s electrification segment.”</p><h2 id=\"id_1575445605\" style=\"text-align: start;\">BMO upgrades Southwest to outperform from market perform</h2><p>BMO says it sees earnings upside for Southwest.</p><p>“We see further runway over the coming years including an eventual recovery in domestic main cabin market conditions and the potential for increased share of corporate travel, neither of which are contemplated in management’s outlook.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SPOT":"Spotify Technology S.A.","NFLX":"奈飞","LUV":"西南航空","AVGO":"博通","AMD":"美国超微公司","WDC":"西部数据","SNDK":"闪迪","AAPL":"苹果","GEV":"GE Vernova Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110131231","content_text":"Here are the biggest calls on Wall Street on Friday:Deutsche Bank reiterates Tesla as buyDeutsche lowered its price target to $480 per share from $500 following Tesla earnings earlier this week.“With capex now expected to more than double this year and even ambitions to possibly stand up a chip fab, management is clearly looking beyond the traditional auto market and aiming to structurally disrupt labor intensive services with a vertically integrated Physical AI stack.”Bank of America reiterates Apple as buyBank of America says Apple is firing on all cylinders following earnings.“We remain bullish on shares of Apple heading into 2026 given (1) iPhone upgrades are tracking better than expected (globally including China) with record upgraders, (2) gross margins continue to move higher despite commodity headwinds, (3) AI enabled Siri will be available in 2026..”Wolfe reiterates Nvidia as outperformWolfe says the stock is a best idea in 2026.“NVDA remains our top pick in semis for CY26.”Raymond James upgrades Sandisk to outperform from market performThe firm admitted its upgrade was late but says better late than never.“In arguably one of the most delayed upgrades in history, we are upgrading Sandisk to Outperform from Market Perform and setting a price target of $725.”Wells Fargo reiterates AMD as overweightWells says it’s bullish heading into earnings next week“Reiterate Top-Pick OW rating on AMD; $345 PT ahead of 4Q25 print.”Morgan Stanley reiterates Western Digital as overweightThe firm raised its price target to $306 to $260 following earnings.“WDC echoed very similar demand strength and visibility commentary as STX earlier this week, but the market continues to underappreciate sustainable pricing tailwinds and the subsequent flow-through to margins and EPS.”Wolfe upgrades Broadcom to outperform from peer performWolfe says it sees a slew of positive catalysts ahead.“We upgrade AVGO to Outperform with a PT $400.”Bernstein reiterates Netflix as outperformThe firm says investors need to be patient and wait for the WBD process to play out.“Assuming a mid-year margin revision and NFLX acquisition of WBD alleviates near-term engagement pressure, the upside for Netflix buyers today ultimately hinges on the outcome of the current WBD process.”Citi upgrades Spotify to buy from neutralCiti says it sees “several positive catalysts” ahead.“We are upgrading Spotify from Neutral to Buy for three reasons: 1) the valuation is attractive, 2) consensus estimates are beatable, and 3) we see several positive catalysts.”Guggenheim upgrades GE Vernova to buy from neutralGuggenheim says it likes the company’s cash generation.“We are returning to a Buy rating (from Neutral) for GEV, and establishing a price target of $910. Our analysis indicates that the market still may be underestimating the potential for cash generation and capital returns, as well as the possibility of further margin improvement in the company’s electrification segment.”BMO upgrades Southwest to outperform from market performBMO says it sees earnings upside for Southwest.“We see further runway over the coming years including an eventual recovery in domestic main cabin market conditions and the potential for increased share of corporate travel, neither of which are contemplated in management’s outlook.”","news_type":1,"symbols_score_info":{"NVDA":2,"SPOT":2,"SNDK":2,"TSLA":2,"WDC":2,"LUV":2,"AAPL":2,"GEV":2,"AVGO":2,"AMD":2,"NFLX":2}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527448739320136,"gmtCreate":1769793791119,"gmtModify":1769793794321,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLDM\">$Spdr Gold Minishares Trust(GLDM)$</a> With the weakening US dollar, interest rates likely to be reduced at least twice more this year and increasing central bank purchases, have faith in gold!","listText":"<a href=\"https://ttm.financial/S/GLDM\">$Spdr Gold Minishares Trust(GLDM)$</a> With the weakening US dollar, interest rates likely to be reduced at least twice more this year and increasing central bank purchases, have faith in gold!","text":"$Spdr Gold Minishares Trust(GLDM)$ With the weakening US dollar, interest rates likely to be reduced at least twice more this year and increasing central bank purchases, have faith in gold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527448739320136","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527334086632528,"gmtCreate":1769765721046,"gmtModify":1769765724741,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"This is great news for Nvidia!","listText":"This is great news for Nvidia!","text":"This is great news for Nvidia!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527334086632528","repostId":"2607233096","repostType":4,"repost":{"id":"2607233096","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1769756296,"share":"https://ttm.financial/m/news/2607233096?lang=en_US&edition=fundamental","pubTime":"2026-01-30 14:58","market":"us","language":"en","title":"China Conditionally Approves DeepSeek To Buy Nvidia's H200 Chips  - Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2607233096","media":"Reuters","summary":"SINGAPORE, Jan 30 (Reuters) - China has given its top AI startup DeepSeek approval to buy Nvidia's NVDA.O H200 artificial intelligence chips with regulatory conditions that are still being finalised,...","content":"<html><head></head><body><p>SINGAPORE, Jan 30 (Reuters) - China has given its top AI startup DeepSeek approval to buy Nvidia&#39;s NVDA.O H200 artificial intelligence chips with regulatory conditions that are still being finalised, two people familiar with the matter told Reuters.</p><p>Reuters reported on Wednesday, citing sources, that ByteDance, Alibaba 9988.HK and Tencent 0700.HK had been given permission to purchase more than 400,000 H200 chips in total.</p><p>Nvidia CEO Jensen Huang told reporters in Taipei on Thursday that his company had not received such information. He added that he believed that China was still finalising the licence. Nvidia did not respond to a request for comment on DeepSeek&#39;s approval.</p><p>China&#39;s industry and commerce ministries have granted approvals for all four companies, but have stipulated that they will impose conditions that are still being finalised, the sources said. These conditions are being decided by China&#39;s state planner, the National Development and Reform Commission (NDRC), according to one of the people.</p><p>China&#39;s Ministry of Industry and Information Technology, Ministry of Commerce and NDRC did not answer requests for comment.</p><p>DeepSeek, which rattled the global tech sector early last year by rolling out AI models that cost a fraction of those being developed by U.S. rivals such as OpenAI, did not answer a request for comment.</p><p>The H200, Nvidia&#39;s second most powerful AI chip, has emerged as a major flashpoint in U.S.-China relations. Despite strong demand from Chinese firms and U.S. approval for exports, Beijing&#39;s hesitation to allow imports has been the main barrier to shipments.</p><p>The U.S. earlier this month formally cleared the way for Nvidia to sell the H200 to China, where the company is seeing strong appetite. However, Chinese authorities have the final say on whether they would allow it to be shipped in.</p><p>Any purchases of H200 chips by DeepSeek could draw scrutiny by U.S lawmakers. Reuters reported on Wednesday that a senior U.S lawmaker had alleged that Nvidia had helped DeepSeek hone artificial intelligence models that were later used by the Chinese military, according to a letter sent to U.S. Commerce Secretary Howard Lutnick.</p><p>DeepSeek is expected to launch its next-generation AI model V4, featuring strong coding capabilities, in mid-February, The Information reported earlier this 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>China Conditionally Approves DeepSeek To Buy Nvidia's H200 Chips  - Sources</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\">\nChina Conditionally Approves DeepSeek To Buy Nvidia's H200 Chips  - Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-30 14:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, Jan 30 (Reuters) - China has given its top AI startup DeepSeek approval to buy Nvidia&#39;s NVDA.O H200 artificial intelligence chips with regulatory conditions that are still being finalised, two people familiar with the matter told Reuters.</p><p>Reuters reported on Wednesday, citing sources, that ByteDance, Alibaba 9988.HK and Tencent 0700.HK had been given permission to purchase more than 400,000 H200 chips in total.</p><p>Nvidia CEO Jensen Huang told reporters in Taipei on Thursday that his company had not received such information. He added that he believed that China was still finalising the licence. Nvidia did not respond to a request for comment on DeepSeek&#39;s approval.</p><p>China&#39;s industry and commerce ministries have granted approvals for all four companies, but have stipulated that they will impose conditions that are still being finalised, the sources said. These conditions are being decided by China&#39;s state planner, the National Development and Reform Commission (NDRC), according to one of the people.</p><p>China&#39;s Ministry of Industry and Information Technology, Ministry of Commerce and NDRC did not answer requests for comment.</p><p>DeepSeek, which rattled the global tech sector early last year by rolling out AI models that cost a fraction of those being developed by U.S. rivals such as OpenAI, did not answer a request for comment.</p><p>The H200, Nvidia&#39;s second most powerful AI chip, has emerged as a major flashpoint in U.S.-China relations. Despite strong demand from Chinese firms and U.S. approval for exports, Beijing&#39;s hesitation to allow imports has been the main barrier to shipments.</p><p>The U.S. earlier this month formally cleared the way for Nvidia to sell the H200 to China, where the company is seeing strong appetite. However, Chinese authorities have the final say on whether they would allow it to be shipped in.</p><p>Any purchases of H200 chips by DeepSeek could draw scrutiny by U.S lawmakers. Reuters reported on Wednesday that a senior U.S lawmaker had alleged that Nvidia had helped DeepSeek hone artificial intelligence models that were later used by the Chinese military, according to a letter sent to U.S. Commerce Secretary Howard Lutnick.</p><p>DeepSeek is expected to launch its next-generation AI model V4, featuring strong coding capabilities, in mid-February, The Information reported earlier this month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - 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China has given its top AI startup DeepSeek approval to buy Nvidia's NVDA.O H200 artificial intelligence chips with regulatory conditions that are still being finalised, two people familiar with the matter told Reuters.Reuters reported on Wednesday, citing sources, that ByteDance, Alibaba 9988.HK and Tencent 0700.HK had been given permission to purchase more than 400,000 H200 chips in total.Nvidia CEO Jensen Huang told reporters in Taipei on Thursday that his company had not received such information. He added that he believed that China was still finalising the licence. Nvidia did not respond to a request for comment on DeepSeek's approval.China's industry and commerce ministries have granted approvals for all four companies, but have stipulated that they will impose conditions that are still being finalised, the sources said. These conditions are being decided by China's state planner, the National Development and Reform Commission (NDRC), according to one of the people.China's Ministry of Industry and Information Technology, Ministry of Commerce and NDRC did not answer requests for comment.DeepSeek, which rattled the global tech sector early last year by rolling out AI models that cost a fraction of those being developed by U.S. rivals such as OpenAI, did not answer a request for comment.The H200, Nvidia's second most powerful AI chip, has emerged as a major flashpoint in U.S.-China relations. Despite strong demand from Chinese firms and U.S. approval for exports, Beijing's hesitation to allow imports has been the main barrier to shipments.The U.S. earlier this month formally cleared the way for Nvidia to sell the H200 to China, where the company is seeing strong appetite. However, Chinese authorities have the final say on whether they would allow it to be shipped in.Any purchases of H200 chips by DeepSeek could draw scrutiny by U.S lawmakers. Reuters reported on Wednesday that a senior U.S lawmaker had alleged that Nvidia had helped DeepSeek hone artificial intelligence models that were later used by the Chinese military, according to a letter sent to U.S. Commerce Secretary Howard Lutnick.DeepSeek is expected to launch its next-generation AI model V4, featuring strong coding capabilities, in mid-February, The Information reported earlier this month.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525450989977960,"gmtCreate":1769309852995,"gmtModify":1769309857054,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Microsoft is substantially undervalued after their dip over the past few months, considerable upside at current pricing for sure","listText":"Microsoft is substantially undervalued after their dip over the past few months, considerable upside at current pricing for sure","text":"Microsoft is substantially undervalued after their dip over the past few months, considerable upside at current pricing for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/525450989977960","repostId":"1173676945","repostType":4,"repost":{"id":"1173676945","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1768993714,"share":"https://ttm.financial/m/news/1173676945?lang=en_US&edition=fundamental","pubTime":"2026-01-21 19:08","market":"us","language":"en","title":"Earning Preview: Microsoft Q2 Growth Hinges on AI and Cloud Uptake","url":"https://stock-news.laohu8.com/highlight/detail?id=1173676945","media":"Earnings Agent","summary":"Abstract$Microsoft(MSFT)$ will release its quarterly results after market close on January 28, 2026; investors anticipate a double-digit year-over-year revenue increase and robust adjusted EPS...","content":"<html><head></head><body><h2 id=\"id_1989546759\" style=\"text-align: start;\">Abstract</h2><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> will release its quarterly results after market close on January 28, 2026; investors anticipate a double-digit year-over-year revenue increase and robust adjusted EPS growth, with attention on how AI monetization and cloud demand translate to margins and cash generation.</p><h2 id=\"id_4201816424\" style=\"text-align: start;\">Market Forecast</h2><p>Consensus projections for this quarter point to total revenue of $80.26 billion, up 16.69% year over year, with adjusted EPS estimated at $3.96, up 27.42% year over year; EBIT is forecast at $36.49 billion, growing 20.44% year over year. Gross profit margin and net profit margin guidance are not disclosed in the available forecast data, but the mix is expected to reflect sustained cloud and subscription momentum.</p><p style=\"text-align: start;\">The main business is expected to highlight durable subscription performance and price discipline in productivity suites alongside accelerating AI adoption across workloads. Intelligent Cloud appears to be the most promising segment, having delivered $30.90 billion last quarter; consensus implies double-digit expansion consistent with the projected 16.69% year-over-year total revenue growth.</p><h2 id=\"id_961014895\" style=\"text-align: start;\">Last Quarter Review</h2><p>Microsoft reported last quarter revenue of $77.67 billion, a gross profit margin of 69.05%, GAAP net profit attributable to the parent company of $27.75 billion, a net profit margin of 35.72%, and adjusted EPS of $4.13, up 25.15% year over year.</p><p style=\"text-align: start;\">A key highlight was broad-based performance that translated into upside versus consensus, including an EPS surprise of $0.46 and an EBIT outperformance of $2.81 billion, supported by strong execution and efficient cost control. The main business breakdown featured Productivity and Business Processes at $33.02 billion, Intelligent Cloud at $30.90 billion, and More Personal Computing at $13.76 billion, while total revenue increased 18.43% year over year.</p><h2 id=\"id_4114010988\" style=\"text-align: start;\">Current Quarter Outlook</h2><h3 id=\"id_3399051676\" style=\"text-align: start;\">Main Business Outlook</h3><p>Within productivity offerings, steady demand for subscription-based services and enterprise add-ons is set to bridge recurring revenue with monetization of new AI features. The prior quarter’s $33.02 billion in Productivity and Business Processes revenue provided a high-visibility base, and management’s pricing discipline has historically supported margin consistency. This quarter, investors will watch how seat growth, mix improvement, and incremental AI capabilities converge to sustain adjusted EPS estimates of $3.96 while preserving operating leverage.</p><p style=\"text-align: start;\">The cadence of feature rollouts and enterprise adoption trajectories are central to evaluating renewal patterns. As customers move through deployment phases, upsell opportunities tied to premium features often create layered expansion across cohorts. That dynamic should help mitigate any seasonal softness, while concurrently moving the revenue mix toward higher-margin components of the productivity suite. Execution on cross-sell into adjacent workloads—particularly security bundles and advanced collaboration tools—serves as another underpinning for maintaining the gross profit margin profile even amid heavier cloud compute usage.</p><p style=\"text-align: start;\">Cost behavior remains a focal point for the quarter. Investments in AI infrastructure are intentionally front-loaded for long-term returns, and the near-term question is whether lifted depreciation and amortization can be offset by stronger revenue realization across software subscriptions. The estimated EBIT of $36.49 billion underscores expectations that the company will continue to convert top-line momentum into earnings, reinforcing confidence in the scalability of the productivity franchise even as the cloud footprint expands.</p><h3 id=\"id_3584588285\" style=\"text-align: start;\">Most Promising Business</h3><p>Intelligent Cloud is positioned as this quarter’s pivotal performance driver. With last quarter revenue of $30.90 billion, consensus expectations hinge on ongoing workload migration and AI deployment at scale. The projected 16.69% year-over-year uplift in total revenue suggests cloud services will capture a significant share of incremental demand, particularly as customers progress from pilot phases to production environments.</p><p style=\"text-align: start;\">Monetization pathways within cloud typically compound as customers adopt higher-performance compute tiers, add storage bandwidth, and integrate AI inference workloads into daily operations. This step-up in resource utilization can broaden revenue per customer metrics, enhancing the trajectory relative to traditional hosting or basic compute subscriptions. The commercial reality is that AI workloads often require specialized infrastructure and software orchestration, which supports durable unit economics and a stronger premium-pricing rationale, feeding back into EBIT growth that is forecast at 20.44% year over year.</p><p style=\"text-align: start;\">Operationally, capacity alignment and supply-chain coordination are crucial for translating demand into recognized revenue. When capacity is tight, order prioritization and provisioning cadence can shape near-term revenue timing; however, the key for investors is the sustained demand signal rather than discrete timing effects. As capacity expands and provisioning efficiency improves, the revenue ramp should become progressively smoother, allowing margin optimization to be realized on a longer horizon. The result is a segment that not only leads in growth potential but also acts as a foundation for margin resilience when paired with disciplined cost management.</p><h3 id=\"id_2239860978\" style=\"text-align: start;\">Stock Price Drivers This Quarter</h3><p>Earnings quality, not just headline growth, will likely shape the stock’s path through the print and immediate aftermath. With adjusted EPS estimated at $3.96 and EBIT at $36.49 billion, investors will evaluate whether AI-led demand translates into operating leverage despite heavier infrastructure expenses. A clean beat-and-raise scenario would typically be interpreted positively, particularly if accompanied by commentary that confirms customer momentum in AI deployments alongside efficiency gains in provisioning.</p><p style=\"text-align: start;\">Segment mix and incremental monetization from AI will be dissected closely. If Intelligent Cloud demonstrates sustained revenue velocity and productivity subscriptions show healthy net retention, the perceived durability of earnings could improve. Conversely, any sign of delayed deployments, elongating customer decision cycles, or a mismatch between capacity and demand could introduce volatility, even if the broader demand signal remains intact. Margin commentary will be critical, especially around gross profit behavior in relation to compute intensity and the favorability of software revenue mix.</p><p style=\"text-align: start;\">Management color on enterprise purchasing behavior and the rollout of AI-enabled features across core products will frame expectations for the remainder of the fiscal year. Sustainability of double-digit year-over-year revenue growth is typically anchored in the dual engines of cloud workloads and subscriptions. Investors should watch for details on how seat-based expansion and AI upsell economics translate into cash generation, as robust conversion to EBIT and free cash flow would reinforce the narrative that top-line expansion is not being diluted by cost growth. The extent of any capacity constraints—and the road map to mitigate them—will likely be a principal determinant of the stock’s near-term response.</p><h2 id=\"id_3106987402\" style=\"text-align: start;\">Analyst Opinions</h2><p>Based on views collected from January 01, 2026 to January 21, 2026, the ratio of bullish to bearish opinions is 100.00% to 0.00%, reflecting a unanimous bullish stance during the period. TD Cowen’s Derrick Wood reiterated a Buy rating on Microsoft with a price target of $625.00, highlighting attractive valuation amid capacity-constrained Azure growth and long-term AI upside. Morgan Stanley’s Keith Weiss maintained a Buy rating, emphasizing that CIO survey work points to strong cloud and generative AI leadership, which supports upward valuation scenarios. In parallel, Goldman Sachs reiterated a Buy view, noting the company remains one of the compelling secular growth narratives in technology, with a 12-month price target of $655.00.</p><p style=\"text-align: start;\">The majority opinion underscores expectations that AI-linked monetization and cloud demand will continue to drive earnings upside. Analysts see the path to stronger earnings through multiple levers: cloud workload intensity, broadened AI deployment, and subscription upsell tied to premium features across core software suites. The argument is that these revenue streams, taken together, provide a mechanism to absorb elevated infrastructure investments while preserving operating leverage. In this framework, the forecasted adjusted EPS of $3.96 and EBIT of $36.49 billion are viewed as attainable given deployment momentum, and potentially beatable if provisioning and utilization outpace cautious assumptions.</p><p style=\"text-align: start;\">Bullish commentary also points to resilience in the subscription base and the potential for incremental gains from bundling and integrated offerings. Such packaging can increase customer stickiness and average revenue per user, thereby enhancing the earnings profile. In the event of short-term capacity tightness, analysts expect demand visibility to remain high, minimizing the risk of revenue dislocation over the quarter and supporting confidence in multi-quarter growth continuity. The combination of price discipline, feature expansion, and AI adoption is seen as aligning with stronger-than-consensus outcomes on margin and earnings if execution remains consistent.</p><p style=\"text-align: start;\">Importantly, the bullish case centers on the quality of earnings rather than purely top-line optics. Across recent checks, the majority view anticipates that operating efficiency—especially on software monetization—will help maintain the gross profit margin profile, even as compute intensity rises. Analysts believe the company’s ability to convert growth into EBIT and adjusted EPS sits at the heart of the premium narrative. This thesis leans on the demonstrated pattern from last quarter: revenue of $77.67 billion, gross margin of 69.05%, net profit margin of 35.72%, adjusted EPS of $4.13, and EBIT outperformance of $2.81 billion versus estimates. That mix reinforced confidence in margin discipline amid elevated demand, and the collected opinions suggest similar mechanics should be in play this quarter.</p><p style=\"text-align: start;\">From a market-reaction standpoint, the majority opinion frames three signposts that could trigger further positive revision cycles. First, validation that Intelligent Cloud is scaling AI workloads into production environments at a pace consistent with the 16.69% year-over-year total revenue forecast would likely support incremental revisions to segment expectations. Second, clear articulation of monetization on AI features within core productivity products can anchor confidence in adjusted EPS outperformance. Third, commentary indicating a roadmap for capacity expansion that aligns with demand signals can mitigate concerns about timing and potential provisioning bottlenecks. The cumulative effect of these elements—if delivered—would embody the central bullish premise: that growth is underpinned by high-quality revenue and defensible economics capable of supporting EBIT growth of 20.44% year over year.</p><p style=\"text-align: start;\">In sum, during the January 01, 2026 to January 21, 2026 window, institutional views collected are unanimously constructive. The majority sees AI-driven demand as a durable force supporting revenue of $80.26 billion and adjusted EPS of $3.96 this quarter, with cloud and subscriptions working in tandem to sustain operating leverage. The stance emphasizes earnings quality, margin resilience, and cash conversion as the key attributes that can validate the premium embedded in expectations, keeping the focus on execution that links AI adoption with revenue mix that favors stronger profitability over time.</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>Earning Preview: Microsoft Q2 Growth Hinges on AI and Cloud Uptake</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\">\nEarning Preview: Microsoft Q2 Growth Hinges on AI and Cloud Uptake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-01-21 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_1989546759\" style=\"text-align: start;\">Abstract</h2><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> will release its quarterly results after market close on January 28, 2026; investors anticipate a double-digit year-over-year revenue increase and robust adjusted EPS growth, with attention on how AI monetization and cloud demand translate to margins and cash generation.</p><h2 id=\"id_4201816424\" style=\"text-align: start;\">Market Forecast</h2><p>Consensus projections for this quarter point to total revenue of $80.26 billion, up 16.69% year over year, with adjusted EPS estimated at $3.96, up 27.42% year over year; EBIT is forecast at $36.49 billion, growing 20.44% year over year. Gross profit margin and net profit margin guidance are not disclosed in the available forecast data, but the mix is expected to reflect sustained cloud and subscription momentum.</p><p style=\"text-align: start;\">The main business is expected to highlight durable subscription performance and price discipline in productivity suites alongside accelerating AI adoption across workloads. Intelligent Cloud appears to be the most promising segment, having delivered $30.90 billion last quarter; consensus implies double-digit expansion consistent with the projected 16.69% year-over-year total revenue growth.</p><h2 id=\"id_961014895\" style=\"text-align: start;\">Last Quarter Review</h2><p>Microsoft reported last quarter revenue of $77.67 billion, a gross profit margin of 69.05%, GAAP net profit attributable to the parent company of $27.75 billion, a net profit margin of 35.72%, and adjusted EPS of $4.13, up 25.15% year over year.</p><p style=\"text-align: start;\">A key highlight was broad-based performance that translated into upside versus consensus, including an EPS surprise of $0.46 and an EBIT outperformance of $2.81 billion, supported by strong execution and efficient cost control. The main business breakdown featured Productivity and Business Processes at $33.02 billion, Intelligent Cloud at $30.90 billion, and More Personal Computing at $13.76 billion, while total revenue increased 18.43% year over year.</p><h2 id=\"id_4114010988\" style=\"text-align: start;\">Current Quarter Outlook</h2><h3 id=\"id_3399051676\" style=\"text-align: start;\">Main Business Outlook</h3><p>Within productivity offerings, steady demand for subscription-based services and enterprise add-ons is set to bridge recurring revenue with monetization of new AI features. The prior quarter’s $33.02 billion in Productivity and Business Processes revenue provided a high-visibility base, and management’s pricing discipline has historically supported margin consistency. This quarter, investors will watch how seat growth, mix improvement, and incremental AI capabilities converge to sustain adjusted EPS estimates of $3.96 while preserving operating leverage.</p><p style=\"text-align: start;\">The cadence of feature rollouts and enterprise adoption trajectories are central to evaluating renewal patterns. As customers move through deployment phases, upsell opportunities tied to premium features often create layered expansion across cohorts. That dynamic should help mitigate any seasonal softness, while concurrently moving the revenue mix toward higher-margin components of the productivity suite. Execution on cross-sell into adjacent workloads—particularly security bundles and advanced collaboration tools—serves as another underpinning for maintaining the gross profit margin profile even amid heavier cloud compute usage.</p><p style=\"text-align: start;\">Cost behavior remains a focal point for the quarter. Investments in AI infrastructure are intentionally front-loaded for long-term returns, and the near-term question is whether lifted depreciation and amortization can be offset by stronger revenue realization across software subscriptions. The estimated EBIT of $36.49 billion underscores expectations that the company will continue to convert top-line momentum into earnings, reinforcing confidence in the scalability of the productivity franchise even as the cloud footprint expands.</p><h3 id=\"id_3584588285\" style=\"text-align: start;\">Most Promising Business</h3><p>Intelligent Cloud is positioned as this quarter’s pivotal performance driver. With last quarter revenue of $30.90 billion, consensus expectations hinge on ongoing workload migration and AI deployment at scale. The projected 16.69% year-over-year uplift in total revenue suggests cloud services will capture a significant share of incremental demand, particularly as customers progress from pilot phases to production environments.</p><p style=\"text-align: start;\">Monetization pathways within cloud typically compound as customers adopt higher-performance compute tiers, add storage bandwidth, and integrate AI inference workloads into daily operations. This step-up in resource utilization can broaden revenue per customer metrics, enhancing the trajectory relative to traditional hosting or basic compute subscriptions. The commercial reality is that AI workloads often require specialized infrastructure and software orchestration, which supports durable unit economics and a stronger premium-pricing rationale, feeding back into EBIT growth that is forecast at 20.44% year over year.</p><p style=\"text-align: start;\">Operationally, capacity alignment and supply-chain coordination are crucial for translating demand into recognized revenue. When capacity is tight, order prioritization and provisioning cadence can shape near-term revenue timing; however, the key for investors is the sustained demand signal rather than discrete timing effects. As capacity expands and provisioning efficiency improves, the revenue ramp should become progressively smoother, allowing margin optimization to be realized on a longer horizon. The result is a segment that not only leads in growth potential but also acts as a foundation for margin resilience when paired with disciplined cost management.</p><h3 id=\"id_2239860978\" style=\"text-align: start;\">Stock Price Drivers This Quarter</h3><p>Earnings quality, not just headline growth, will likely shape the stock’s path through the print and immediate aftermath. With adjusted EPS estimated at $3.96 and EBIT at $36.49 billion, investors will evaluate whether AI-led demand translates into operating leverage despite heavier infrastructure expenses. A clean beat-and-raise scenario would typically be interpreted positively, particularly if accompanied by commentary that confirms customer momentum in AI deployments alongside efficiency gains in provisioning.</p><p style=\"text-align: start;\">Segment mix and incremental monetization from AI will be dissected closely. If Intelligent Cloud demonstrates sustained revenue velocity and productivity subscriptions show healthy net retention, the perceived durability of earnings could improve. Conversely, any sign of delayed deployments, elongating customer decision cycles, or a mismatch between capacity and demand could introduce volatility, even if the broader demand signal remains intact. Margin commentary will be critical, especially around gross profit behavior in relation to compute intensity and the favorability of software revenue mix.</p><p style=\"text-align: start;\">Management color on enterprise purchasing behavior and the rollout of AI-enabled features across core products will frame expectations for the remainder of the fiscal year. Sustainability of double-digit year-over-year revenue growth is typically anchored in the dual engines of cloud workloads and subscriptions. Investors should watch for details on how seat-based expansion and AI upsell economics translate into cash generation, as robust conversion to EBIT and free cash flow would reinforce the narrative that top-line expansion is not being diluted by cost growth. The extent of any capacity constraints—and the road map to mitigate them—will likely be a principal determinant of the stock’s near-term response.</p><h2 id=\"id_3106987402\" style=\"text-align: start;\">Analyst Opinions</h2><p>Based on views collected from January 01, 2026 to January 21, 2026, the ratio of bullish to bearish opinions is 100.00% to 0.00%, reflecting a unanimous bullish stance during the period. TD Cowen’s Derrick Wood reiterated a Buy rating on Microsoft with a price target of $625.00, highlighting attractive valuation amid capacity-constrained Azure growth and long-term AI upside. Morgan Stanley’s Keith Weiss maintained a Buy rating, emphasizing that CIO survey work points to strong cloud and generative AI leadership, which supports upward valuation scenarios. In parallel, Goldman Sachs reiterated a Buy view, noting the company remains one of the compelling secular growth narratives in technology, with a 12-month price target of $655.00.</p><p style=\"text-align: start;\">The majority opinion underscores expectations that AI-linked monetization and cloud demand will continue to drive earnings upside. Analysts see the path to stronger earnings through multiple levers: cloud workload intensity, broadened AI deployment, and subscription upsell tied to premium features across core software suites. The argument is that these revenue streams, taken together, provide a mechanism to absorb elevated infrastructure investments while preserving operating leverage. In this framework, the forecasted adjusted EPS of $3.96 and EBIT of $36.49 billion are viewed as attainable given deployment momentum, and potentially beatable if provisioning and utilization outpace cautious assumptions.</p><p style=\"text-align: start;\">Bullish commentary also points to resilience in the subscription base and the potential for incremental gains from bundling and integrated offerings. Such packaging can increase customer stickiness and average revenue per user, thereby enhancing the earnings profile. In the event of short-term capacity tightness, analysts expect demand visibility to remain high, minimizing the risk of revenue dislocation over the quarter and supporting confidence in multi-quarter growth continuity. The combination of price discipline, feature expansion, and AI adoption is seen as aligning with stronger-than-consensus outcomes on margin and earnings if execution remains consistent.</p><p style=\"text-align: start;\">Importantly, the bullish case centers on the quality of earnings rather than purely top-line optics. Across recent checks, the majority view anticipates that operating efficiency—especially on software monetization—will help maintain the gross profit margin profile, even as compute intensity rises. Analysts believe the company’s ability to convert growth into EBIT and adjusted EPS sits at the heart of the premium narrative. This thesis leans on the demonstrated pattern from last quarter: revenue of $77.67 billion, gross margin of 69.05%, net profit margin of 35.72%, adjusted EPS of $4.13, and EBIT outperformance of $2.81 billion versus estimates. That mix reinforced confidence in margin discipline amid elevated demand, and the collected opinions suggest similar mechanics should be in play this quarter.</p><p style=\"text-align: start;\">From a market-reaction standpoint, the majority opinion frames three signposts that could trigger further positive revision cycles. First, validation that Intelligent Cloud is scaling AI workloads into production environments at a pace consistent with the 16.69% year-over-year total revenue forecast would likely support incremental revisions to segment expectations. Second, clear articulation of monetization on AI features within core productivity products can anchor confidence in adjusted EPS outperformance. Third, commentary indicating a roadmap for capacity expansion that aligns with demand signals can mitigate concerns about timing and potential provisioning bottlenecks. The cumulative effect of these elements—if delivered—would embody the central bullish premise: that growth is underpinned by high-quality revenue and defensible economics capable of supporting EBIT growth of 20.44% year over year.</p><p style=\"text-align: start;\">In sum, during the January 01, 2026 to January 21, 2026 window, institutional views collected are unanimously constructive. The majority sees AI-driven demand as a durable force supporting revenue of $80.26 billion and adjusted EPS of $3.96 this quarter, with cloud and subscriptions working in tandem to sustain operating leverage. The stance emphasizes earnings quality, margin resilience, and cash conversion as the key attributes that can validate the premium embedded in expectations, keeping the focus on execution that links AI adoption with revenue mix that favors stronger profitability over time.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173676945","content_text":"AbstractMicrosoft will release its quarterly results after market close on January 28, 2026; investors anticipate a double-digit year-over-year revenue increase and robust adjusted EPS growth, with attention on how AI monetization and cloud demand translate to margins and cash generation.Market ForecastConsensus projections for this quarter point to total revenue of $80.26 billion, up 16.69% year over year, with adjusted EPS estimated at $3.96, up 27.42% year over year; EBIT is forecast at $36.49 billion, growing 20.44% year over year. Gross profit margin and net profit margin guidance are not disclosed in the available forecast data, but the mix is expected to reflect sustained cloud and subscription momentum.The main business is expected to highlight durable subscription performance and price discipline in productivity suites alongside accelerating AI adoption across workloads. Intelligent Cloud appears to be the most promising segment, having delivered $30.90 billion last quarter; consensus implies double-digit expansion consistent with the projected 16.69% year-over-year total revenue growth.Last Quarter ReviewMicrosoft reported last quarter revenue of $77.67 billion, a gross profit margin of 69.05%, GAAP net profit attributable to the parent company of $27.75 billion, a net profit margin of 35.72%, and adjusted EPS of $4.13, up 25.15% year over year.A key highlight was broad-based performance that translated into upside versus consensus, including an EPS surprise of $0.46 and an EBIT outperformance of $2.81 billion, supported by strong execution and efficient cost control. The main business breakdown featured Productivity and Business Processes at $33.02 billion, Intelligent Cloud at $30.90 billion, and More Personal Computing at $13.76 billion, while total revenue increased 18.43% year over year.Current Quarter OutlookMain Business OutlookWithin productivity offerings, steady demand for subscription-based services and enterprise add-ons is set to bridge recurring revenue with monetization of new AI features. The prior quarter’s $33.02 billion in Productivity and Business Processes revenue provided a high-visibility base, and management’s pricing discipline has historically supported margin consistency. This quarter, investors will watch how seat growth, mix improvement, and incremental AI capabilities converge to sustain adjusted EPS estimates of $3.96 while preserving operating leverage.The cadence of feature rollouts and enterprise adoption trajectories are central to evaluating renewal patterns. As customers move through deployment phases, upsell opportunities tied to premium features often create layered expansion across cohorts. That dynamic should help mitigate any seasonal softness, while concurrently moving the revenue mix toward higher-margin components of the productivity suite. Execution on cross-sell into adjacent workloads—particularly security bundles and advanced collaboration tools—serves as another underpinning for maintaining the gross profit margin profile even amid heavier cloud compute usage.Cost behavior remains a focal point for the quarter. Investments in AI infrastructure are intentionally front-loaded for long-term returns, and the near-term question is whether lifted depreciation and amortization can be offset by stronger revenue realization across software subscriptions. The estimated EBIT of $36.49 billion underscores expectations that the company will continue to convert top-line momentum into earnings, reinforcing confidence in the scalability of the productivity franchise even as the cloud footprint expands.Most Promising BusinessIntelligent Cloud is positioned as this quarter’s pivotal performance driver. With last quarter revenue of $30.90 billion, consensus expectations hinge on ongoing workload migration and AI deployment at scale. The projected 16.69% year-over-year uplift in total revenue suggests cloud services will capture a significant share of incremental demand, particularly as customers progress from pilot phases to production environments.Monetization pathways within cloud typically compound as customers adopt higher-performance compute tiers, add storage bandwidth, and integrate AI inference workloads into daily operations. This step-up in resource utilization can broaden revenue per customer metrics, enhancing the trajectory relative to traditional hosting or basic compute subscriptions. The commercial reality is that AI workloads often require specialized infrastructure and software orchestration, which supports durable unit economics and a stronger premium-pricing rationale, feeding back into EBIT growth that is forecast at 20.44% year over year.Operationally, capacity alignment and supply-chain coordination are crucial for translating demand into recognized revenue. When capacity is tight, order prioritization and provisioning cadence can shape near-term revenue timing; however, the key for investors is the sustained demand signal rather than discrete timing effects. As capacity expands and provisioning efficiency improves, the revenue ramp should become progressively smoother, allowing margin optimization to be realized on a longer horizon. The result is a segment that not only leads in growth potential but also acts as a foundation for margin resilience when paired with disciplined cost management.Stock Price Drivers This QuarterEarnings quality, not just headline growth, will likely shape the stock’s path through the print and immediate aftermath. With adjusted EPS estimated at $3.96 and EBIT at $36.49 billion, investors will evaluate whether AI-led demand translates into operating leverage despite heavier infrastructure expenses. A clean beat-and-raise scenario would typically be interpreted positively, particularly if accompanied by commentary that confirms customer momentum in AI deployments alongside efficiency gains in provisioning.Segment mix and incremental monetization from AI will be dissected closely. If Intelligent Cloud demonstrates sustained revenue velocity and productivity subscriptions show healthy net retention, the perceived durability of earnings could improve. Conversely, any sign of delayed deployments, elongating customer decision cycles, or a mismatch between capacity and demand could introduce volatility, even if the broader demand signal remains intact. Margin commentary will be critical, especially around gross profit behavior in relation to compute intensity and the favorability of software revenue mix.Management color on enterprise purchasing behavior and the rollout of AI-enabled features across core products will frame expectations for the remainder of the fiscal year. Sustainability of double-digit year-over-year revenue growth is typically anchored in the dual engines of cloud workloads and subscriptions. Investors should watch for details on how seat-based expansion and AI upsell economics translate into cash generation, as robust conversion to EBIT and free cash flow would reinforce the narrative that top-line expansion is not being diluted by cost growth. The extent of any capacity constraints—and the road map to mitigate them—will likely be a principal determinant of the stock’s near-term response.Analyst OpinionsBased on views collected from January 01, 2026 to January 21, 2026, the ratio of bullish to bearish opinions is 100.00% to 0.00%, reflecting a unanimous bullish stance during the period. TD Cowen’s Derrick Wood reiterated a Buy rating on Microsoft with a price target of $625.00, highlighting attractive valuation amid capacity-constrained Azure growth and long-term AI upside. Morgan Stanley’s Keith Weiss maintained a Buy rating, emphasizing that CIO survey work points to strong cloud and generative AI leadership, which supports upward valuation scenarios. In parallel, Goldman Sachs reiterated a Buy view, noting the company remains one of the compelling secular growth narratives in technology, with a 12-month price target of $655.00.The majority opinion underscores expectations that AI-linked monetization and cloud demand will continue to drive earnings upside. Analysts see the path to stronger earnings through multiple levers: cloud workload intensity, broadened AI deployment, and subscription upsell tied to premium features across core software suites. The argument is that these revenue streams, taken together, provide a mechanism to absorb elevated infrastructure investments while preserving operating leverage. In this framework, the forecasted adjusted EPS of $3.96 and EBIT of $36.49 billion are viewed as attainable given deployment momentum, and potentially beatable if provisioning and utilization outpace cautious assumptions.Bullish commentary also points to resilience in the subscription base and the potential for incremental gains from bundling and integrated offerings. Such packaging can increase customer stickiness and average revenue per user, thereby enhancing the earnings profile. In the event of short-term capacity tightness, analysts expect demand visibility to remain high, minimizing the risk of revenue dislocation over the quarter and supporting confidence in multi-quarter growth continuity. The combination of price discipline, feature expansion, and AI adoption is seen as aligning with stronger-than-consensus outcomes on margin and earnings if execution remains consistent.Importantly, the bullish case centers on the quality of earnings rather than purely top-line optics. Across recent checks, the majority view anticipates that operating efficiency—especially on software monetization—will help maintain the gross profit margin profile, even as compute intensity rises. Analysts believe the company’s ability to convert growth into EBIT and adjusted EPS sits at the heart of the premium narrative. This thesis leans on the demonstrated pattern from last quarter: revenue of $77.67 billion, gross margin of 69.05%, net profit margin of 35.72%, adjusted EPS of $4.13, and EBIT outperformance of $2.81 billion versus estimates. That mix reinforced confidence in margin discipline amid elevated demand, and the collected opinions suggest similar mechanics should be in play this quarter.From a market-reaction standpoint, the majority opinion frames three signposts that could trigger further positive revision cycles. First, validation that Intelligent Cloud is scaling AI workloads into production environments at a pace consistent with the 16.69% year-over-year total revenue forecast would likely support incremental revisions to segment expectations. Second, clear articulation of monetization on AI features within core productivity products can anchor confidence in adjusted EPS outperformance. Third, commentary indicating a roadmap for capacity expansion that aligns with demand signals can mitigate concerns about timing and potential provisioning bottlenecks. The cumulative effect of these elements—if delivered—would embody the central bullish premise: that growth is underpinned by high-quality revenue and defensible economics capable of supporting EBIT growth of 20.44% year over year.In sum, during the January 01, 2026 to January 21, 2026 window, institutional views collected are unanimously constructive. The majority sees AI-driven demand as a durable force supporting revenue of $80.26 billion and adjusted EPS of $3.96 this quarter, with cloud and subscriptions working in tandem to sustain operating leverage. The stance emphasizes earnings quality, margin resilience, and cash conversion as the key attributes that can validate the premium embedded in expectations, keeping the focus on execution that links AI adoption with revenue mix that favors stronger profitability over time.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525429764228608,"gmtCreate":1769304802291,"gmtModify":1769308145048,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Remaining bullish on Apple! Steady fundamentals and consistently good results","listText":"Remaining bullish on Apple! Steady fundamentals and consistently good results","text":"Remaining bullish on Apple! Steady fundamentals and consistently good results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525429764228608","repostId":"1182458661","repostType":4,"repost":{"id":"1182458661","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1768886601,"share":"https://ttm.financial/m/news/1182458661?lang=en_US&edition=fundamental","pubTime":"2026-01-20 13:23","market":"us","language":"en","title":"Earning Preview: Apple Revenue Expected To Rise By Double Digits, Institutions Skew Bullish On Margin Resilience","url":"https://stock-news.laohu8.com/highlight/detail?id=1182458661","media":"Earnings Agent","summary":"AbstractApple Inc. will report fiscal Q1 2026 results on January 29, 2026 after hours; this preview outlines consensus expectations for revenue, margins, and EPS alongside segment catalysts and...","content":"<html><head></head><body><h2 id=\"id_1195223052\" style=\"text-align: start;\">Abstract</h2><p>Apple Inc. will report fiscal Q1 2026 results on January 29, 2026 after hours; this preview outlines consensus expectations for revenue, margins, and EPS alongside segment catalysts and majority analyst views.</p><h2 id=\"id_166943288\" style=\"text-align: start;\">Market Forecast</h2><p>Consensus for Apple Inc.’s current quarter anticipates revenue of 138.39 billion USD, an adjusted EPS of 2.67, and EBIT of 47.37 billion USD, implying year-over-year increases of 11.50%, 13.58%, and 11.74% respectively; margin commentary points to a sustained high gross profit margin with a resilient net profit trajectory. The main business is expected to benefit from seasonal iPhone strength and Services expansion, with demand stabilization in Macs and accessories. Services is viewed as the most promising segment, with a revenue base of 28.75 billion USD last quarter and ongoing double-digit year-over-year growth drivers tied to installed-base monetization.</p><h2 id=\"id_2396546431\" style=\"text-align: start;\">Last Quarter Review</h2><p>Apple Inc.’s previous quarter delivered revenue of 102.47 billion USD, a gross profit margin of 47.18%, GAAP net profit attributable to shareholders of 27.47 billion USD, a net profit margin of 26.80%, and adjusted EPS of 1.85, with revenue and EPS both up year over year. A notable highlight was quarter-on-quarter net profit growth of 17.21%, demonstrating operating leverage despite mixed hardware cycles. By business, iPhone Products were 49.03 billion USD, Services 28.75 billion USD, Other Products 9.01 billion USD, Mac Products 8.73 billion USD, and iPad Products 6.95 billion USD; the mix underscores continued Services penetration and a substantial seasonal iPhone contribution.</p><h2 id=\"id_336352450\" style=\"text-align: start;\">Current Quarter Outlook </h2><h3 id=\"id_3111524667\" style=\"text-align: start;\">iPhone and Core Hardware Momentum</h3><p>The iPhone cycle remains the central revenue engine this quarter, with consensus calling for a broad rebound in seasonal sell-through and a favorable mix shift toward premium SKUs that support average selling prices. With the revenue estimate at 138.39 billion USD and EBIT of 47.37 billion USD, the implied operating margin framework points to elasticity from both product mix and cost control, especially in components and logistics. Hardware elasticity also hinges on regional demand normalization where promotional intensity has been measured yet sufficient to support volumes. Within Macs and iPad, the company is positioned for stabilization versus prior lapping periods, aided by AI-enabled silicon upgrades and refreshed form factors, although unit momentum remains more sensitive to broader PC and tablet cycles. Accessory and wearables demand is expected to track seasonal patterns, with the installed base upgrade cycle supporting steady volumes even as year-ago comparables become tougher.</p><h3 id=\"id_368517489\" style=\"text-align: start;\">Services Expansion and Margin Support</h3><p>Services is the most consistent profit accretor, underpinning margin resilience. The prior quarter’s Services revenue of 28.75 billion USD provided a rising mix of high-margin recurring cash flows, which has been a key factor behind the 47.18% gross profit margin and the 26.80% net profit margin. This quarter, consensus implies double-digit growth for Services on the back of payments, cloud, advertising, subscriptions, and app ecosystem monetization, reinforced by a growing active device installed base. As Services increases its contribution, the blended gross profit margin is expected to remain strong, providing a buffer against cyclical swings in hardware. Longer term, the increasing attachment of Services to devices can lengthen customer lifetime value, making revenue and cash flow progressively more durable. The path of Services ARPU and subscriber additions will be a focal point, especially with a larger share of revenue contributions from high-margin categories.</p><h3 id=\"id_2027834280\" style=\"text-align: start;\">Profitability, Cash Generation, and Margin Drivers</h3><p>Consensus EPS of 2.67 reflects continued cost discipline and mix benefits, indicating that profitability is tracking ahead of revenue on a year-over-year basis. The expected EBIT of 47.37 billion USD suggests stable operating efficiencies, with supply chain normalization and component cost tailwinds supporting gross margin maintenance. Cash generation is likely to remain solid, benefiting from seasonal cash conversion and disciplined working-capital management. The key margin variable is product mix: a higher share of Pro-tier iPhones and resilient Services penetration should sustain gross profit margin near recent highs, while promotional dynamics and regional competitive pricing represent the main watch points. Management commentary on operating expenses, particularly investments in AI features and ecosystem services, will be assessed for forward-period margin implications.</p><h3 id=\"id_1206771285\" style=\"text-align: start;\">Regional and Channel Dynamics</h3><p>Geographic revenue trajectory this quarter will be informed by channel inventory management and retail sell-through quality during the holiday period. A balanced channel approach has helped avoid excess inventory, supporting healthier pricing and fewer late-quarter discounts compared with past cycles. North America and Europe are expected to provide stable contributions, while Asia-Pacific performance will depend on the interplay between competitive intensity and localized promotions. Currency is a secondary factor but remains a potential headwind or tailwind depending on regional mix and hedging outcomes. Any commentary pointing to normalized channel inventory into the March period will be favorable for forward visibility.</p><h3 id=\"id_2438941532\" style=\"text-align: start;\">AI Features and Ecosystem Stickiness</h3><p>Anticipation around AI-enabled features integrated across devices and services can influence both upgrade intent and Services adoption. Software enhancements that are tightly coupled to Apple Inc.’s silicon roadmap enhance differentiation and can encourage higher storage configurations and subscription uptake. Developer ecosystem alignment around on-device AI and privacy-centric functionality continues to be a strategic lever that drives platform engagement and monetization. While direct revenue impact may be gradual, indications of user adoption and cross-sell uplift could shape medium-term growth and margin narratives.</p><h3 id=\"id_1107069230\" style=\"text-align: start;\">Stock Price Sensitivities This Quarter</h3><p>Shares are likely to react to the sustainability of gross profit margin near recent peaks and to any guidance color implying continued double-digit EPS growth. The magnitude of Services growth versus hardware variability will influence sentiment, particularly if Services attach rates and ARPU expand as expected. Investors will also parse commentary on regional trends and competitive dynamics, especially in Greater China, to assess the durability of premium device demand. Lastly, any update on capital returns relative to cash generation in this seasonal quarter may affect near-term valuation multiples.</p><h2 id=\"id_533528990\" style=\"text-align: start;\">Analyst Opinions</h2><p>Across recent institutional previews, the balance of opinion skews bullish, with the majority emphasizing resilient margins and solid holiday-quarter sell-through. The bullish cohort highlights that consensus revenue of 138.39 billion USD and EPS of 2.67 are achievable given Services performance and a premium iPhone mix, with EBIT at 47.37 billion USD implying disciplined operating control. Notable research desks emphasize that the year-over-year growth embedded in these metrics—11.50% for revenue, 13.58% for EPS, and 11.74% for EBIT—reflects a constructive setup into the March quarter as channel inventories normalize. Analysts cite stable gross profit margin dynamics tied to Services scaling, diversified subscription and advertising contributions, and ongoing cost efficiencies in the hardware supply chain. The prevailing view is that Apple Inc. can meet or modestly exceed consensus if Services outperformance offsets pockets of hardware volatility and if premium device mix remains supportive of margins. Bears are a minority and focus on competitive pressures and uneven regional demand, but the majority view expects these to be manageable within the current quarter given the company’s mix and cost posture.</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>Earning Preview: Apple Revenue Expected To Rise By Double Digits, Institutions Skew Bullish On Margin Resilience</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\">\nEarning Preview: Apple Revenue Expected To Rise By Double Digits, Institutions Skew Bullish On Margin Resilience\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-01-20 13:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_1195223052\" style=\"text-align: start;\">Abstract</h2><p>Apple Inc. will report fiscal Q1 2026 results on January 29, 2026 after hours; this preview outlines consensus expectations for revenue, margins, and EPS alongside segment catalysts and majority analyst views.</p><h2 id=\"id_166943288\" style=\"text-align: start;\">Market Forecast</h2><p>Consensus for Apple Inc.’s current quarter anticipates revenue of 138.39 billion USD, an adjusted EPS of 2.67, and EBIT of 47.37 billion USD, implying year-over-year increases of 11.50%, 13.58%, and 11.74% respectively; margin commentary points to a sustained high gross profit margin with a resilient net profit trajectory. The main business is expected to benefit from seasonal iPhone strength and Services expansion, with demand stabilization in Macs and accessories. Services is viewed as the most promising segment, with a revenue base of 28.75 billion USD last quarter and ongoing double-digit year-over-year growth drivers tied to installed-base monetization.</p><h2 id=\"id_2396546431\" style=\"text-align: start;\">Last Quarter Review</h2><p>Apple Inc.’s previous quarter delivered revenue of 102.47 billion USD, a gross profit margin of 47.18%, GAAP net profit attributable to shareholders of 27.47 billion USD, a net profit margin of 26.80%, and adjusted EPS of 1.85, with revenue and EPS both up year over year. A notable highlight was quarter-on-quarter net profit growth of 17.21%, demonstrating operating leverage despite mixed hardware cycles. By business, iPhone Products were 49.03 billion USD, Services 28.75 billion USD, Other Products 9.01 billion USD, Mac Products 8.73 billion USD, and iPad Products 6.95 billion USD; the mix underscores continued Services penetration and a substantial seasonal iPhone contribution.</p><h2 id=\"id_336352450\" style=\"text-align: start;\">Current Quarter Outlook </h2><h3 id=\"id_3111524667\" style=\"text-align: start;\">iPhone and Core Hardware Momentum</h3><p>The iPhone cycle remains the central revenue engine this quarter, with consensus calling for a broad rebound in seasonal sell-through and a favorable mix shift toward premium SKUs that support average selling prices. With the revenue estimate at 138.39 billion USD and EBIT of 47.37 billion USD, the implied operating margin framework points to elasticity from both product mix and cost control, especially in components and logistics. Hardware elasticity also hinges on regional demand normalization where promotional intensity has been measured yet sufficient to support volumes. Within Macs and iPad, the company is positioned for stabilization versus prior lapping periods, aided by AI-enabled silicon upgrades and refreshed form factors, although unit momentum remains more sensitive to broader PC and tablet cycles. Accessory and wearables demand is expected to track seasonal patterns, with the installed base upgrade cycle supporting steady volumes even as year-ago comparables become tougher.</p><h3 id=\"id_368517489\" style=\"text-align: start;\">Services Expansion and Margin Support</h3><p>Services is the most consistent profit accretor, underpinning margin resilience. The prior quarter’s Services revenue of 28.75 billion USD provided a rising mix of high-margin recurring cash flows, which has been a key factor behind the 47.18% gross profit margin and the 26.80% net profit margin. This quarter, consensus implies double-digit growth for Services on the back of payments, cloud, advertising, subscriptions, and app ecosystem monetization, reinforced by a growing active device installed base. As Services increases its contribution, the blended gross profit margin is expected to remain strong, providing a buffer against cyclical swings in hardware. Longer term, the increasing attachment of Services to devices can lengthen customer lifetime value, making revenue and cash flow progressively more durable. The path of Services ARPU and subscriber additions will be a focal point, especially with a larger share of revenue contributions from high-margin categories.</p><h3 id=\"id_2027834280\" style=\"text-align: start;\">Profitability, Cash Generation, and Margin Drivers</h3><p>Consensus EPS of 2.67 reflects continued cost discipline and mix benefits, indicating that profitability is tracking ahead of revenue on a year-over-year basis. The expected EBIT of 47.37 billion USD suggests stable operating efficiencies, with supply chain normalization and component cost tailwinds supporting gross margin maintenance. Cash generation is likely to remain solid, benefiting from seasonal cash conversion and disciplined working-capital management. The key margin variable is product mix: a higher share of Pro-tier iPhones and resilient Services penetration should sustain gross profit margin near recent highs, while promotional dynamics and regional competitive pricing represent the main watch points. Management commentary on operating expenses, particularly investments in AI features and ecosystem services, will be assessed for forward-period margin implications.</p><h3 id=\"id_1206771285\" style=\"text-align: start;\">Regional and Channel Dynamics</h3><p>Geographic revenue trajectory this quarter will be informed by channel inventory management and retail sell-through quality during the holiday period. A balanced channel approach has helped avoid excess inventory, supporting healthier pricing and fewer late-quarter discounts compared with past cycles. North America and Europe are expected to provide stable contributions, while Asia-Pacific performance will depend on the interplay between competitive intensity and localized promotions. Currency is a secondary factor but remains a potential headwind or tailwind depending on regional mix and hedging outcomes. Any commentary pointing to normalized channel inventory into the March period will be favorable for forward visibility.</p><h3 id=\"id_2438941532\" style=\"text-align: start;\">AI Features and Ecosystem Stickiness</h3><p>Anticipation around AI-enabled features integrated across devices and services can influence both upgrade intent and Services adoption. Software enhancements that are tightly coupled to Apple Inc.’s silicon roadmap enhance differentiation and can encourage higher storage configurations and subscription uptake. Developer ecosystem alignment around on-device AI and privacy-centric functionality continues to be a strategic lever that drives platform engagement and monetization. While direct revenue impact may be gradual, indications of user adoption and cross-sell uplift could shape medium-term growth and margin narratives.</p><h3 id=\"id_1107069230\" style=\"text-align: start;\">Stock Price Sensitivities This Quarter</h3><p>Shares are likely to react to the sustainability of gross profit margin near recent peaks and to any guidance color implying continued double-digit EPS growth. The magnitude of Services growth versus hardware variability will influence sentiment, particularly if Services attach rates and ARPU expand as expected. Investors will also parse commentary on regional trends and competitive dynamics, especially in Greater China, to assess the durability of premium device demand. Lastly, any update on capital returns relative to cash generation in this seasonal quarter may affect near-term valuation multiples.</p><h2 id=\"id_533528990\" style=\"text-align: start;\">Analyst Opinions</h2><p>Across recent institutional previews, the balance of opinion skews bullish, with the majority emphasizing resilient margins and solid holiday-quarter sell-through. The bullish cohort highlights that consensus revenue of 138.39 billion USD and EPS of 2.67 are achievable given Services performance and a premium iPhone mix, with EBIT at 47.37 billion USD implying disciplined operating control. Notable research desks emphasize that the year-over-year growth embedded in these metrics—11.50% for revenue, 13.58% for EPS, and 11.74% for EBIT—reflects a constructive setup into the March quarter as channel inventories normalize. Analysts cite stable gross profit margin dynamics tied to Services scaling, diversified subscription and advertising contributions, and ongoing cost efficiencies in the hardware supply chain. The prevailing view is that Apple Inc. can meet or modestly exceed consensus if Services outperformance offsets pockets of hardware volatility and if premium device mix remains supportive of margins. Bears are a minority and focus on competitive pressures and uneven regional demand, but the majority view expects these to be manageable within the current quarter given the company’s mix and cost posture.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182458661","content_text":"AbstractApple Inc. will report fiscal Q1 2026 results on January 29, 2026 after hours; this preview outlines consensus expectations for revenue, margins, and EPS alongside segment catalysts and majority analyst views.Market ForecastConsensus for Apple Inc.’s current quarter anticipates revenue of 138.39 billion USD, an adjusted EPS of 2.67, and EBIT of 47.37 billion USD, implying year-over-year increases of 11.50%, 13.58%, and 11.74% respectively; margin commentary points to a sustained high gross profit margin with a resilient net profit trajectory. The main business is expected to benefit from seasonal iPhone strength and Services expansion, with demand stabilization in Macs and accessories. Services is viewed as the most promising segment, with a revenue base of 28.75 billion USD last quarter and ongoing double-digit year-over-year growth drivers tied to installed-base monetization.Last Quarter ReviewApple Inc.’s previous quarter delivered revenue of 102.47 billion USD, a gross profit margin of 47.18%, GAAP net profit attributable to shareholders of 27.47 billion USD, a net profit margin of 26.80%, and adjusted EPS of 1.85, with revenue and EPS both up year over year. A notable highlight was quarter-on-quarter net profit growth of 17.21%, demonstrating operating leverage despite mixed hardware cycles. By business, iPhone Products were 49.03 billion USD, Services 28.75 billion USD, Other Products 9.01 billion USD, Mac Products 8.73 billion USD, and iPad Products 6.95 billion USD; the mix underscores continued Services penetration and a substantial seasonal iPhone contribution.Current Quarter Outlook iPhone and Core Hardware MomentumThe iPhone cycle remains the central revenue engine this quarter, with consensus calling for a broad rebound in seasonal sell-through and a favorable mix shift toward premium SKUs that support average selling prices. With the revenue estimate at 138.39 billion USD and EBIT of 47.37 billion USD, the implied operating margin framework points to elasticity from both product mix and cost control, especially in components and logistics. Hardware elasticity also hinges on regional demand normalization where promotional intensity has been measured yet sufficient to support volumes. Within Macs and iPad, the company is positioned for stabilization versus prior lapping periods, aided by AI-enabled silicon upgrades and refreshed form factors, although unit momentum remains more sensitive to broader PC and tablet cycles. Accessory and wearables demand is expected to track seasonal patterns, with the installed base upgrade cycle supporting steady volumes even as year-ago comparables become tougher.Services Expansion and Margin SupportServices is the most consistent profit accretor, underpinning margin resilience. The prior quarter’s Services revenue of 28.75 billion USD provided a rising mix of high-margin recurring cash flows, which has been a key factor behind the 47.18% gross profit margin and the 26.80% net profit margin. This quarter, consensus implies double-digit growth for Services on the back of payments, cloud, advertising, subscriptions, and app ecosystem monetization, reinforced by a growing active device installed base. As Services increases its contribution, the blended gross profit margin is expected to remain strong, providing a buffer against cyclical swings in hardware. Longer term, the increasing attachment of Services to devices can lengthen customer lifetime value, making revenue and cash flow progressively more durable. The path of Services ARPU and subscriber additions will be a focal point, especially with a larger share of revenue contributions from high-margin categories.Profitability, Cash Generation, and Margin DriversConsensus EPS of 2.67 reflects continued cost discipline and mix benefits, indicating that profitability is tracking ahead of revenue on a year-over-year basis. The expected EBIT of 47.37 billion USD suggests stable operating efficiencies, with supply chain normalization and component cost tailwinds supporting gross margin maintenance. Cash generation is likely to remain solid, benefiting from seasonal cash conversion and disciplined working-capital management. The key margin variable is product mix: a higher share of Pro-tier iPhones and resilient Services penetration should sustain gross profit margin near recent highs, while promotional dynamics and regional competitive pricing represent the main watch points. Management commentary on operating expenses, particularly investments in AI features and ecosystem services, will be assessed for forward-period margin implications.Regional and Channel DynamicsGeographic revenue trajectory this quarter will be informed by channel inventory management and retail sell-through quality during the holiday period. A balanced channel approach has helped avoid excess inventory, supporting healthier pricing and fewer late-quarter discounts compared with past cycles. North America and Europe are expected to provide stable contributions, while Asia-Pacific performance will depend on the interplay between competitive intensity and localized promotions. Currency is a secondary factor but remains a potential headwind or tailwind depending on regional mix and hedging outcomes. Any commentary pointing to normalized channel inventory into the March period will be favorable for forward visibility.AI Features and Ecosystem StickinessAnticipation around AI-enabled features integrated across devices and services can influence both upgrade intent and Services adoption. Software enhancements that are tightly coupled to Apple Inc.’s silicon roadmap enhance differentiation and can encourage higher storage configurations and subscription uptake. Developer ecosystem alignment around on-device AI and privacy-centric functionality continues to be a strategic lever that drives platform engagement and monetization. While direct revenue impact may be gradual, indications of user adoption and cross-sell uplift could shape medium-term growth and margin narratives.Stock Price Sensitivities This QuarterShares are likely to react to the sustainability of gross profit margin near recent peaks and to any guidance color implying continued double-digit EPS growth. The magnitude of Services growth versus hardware variability will influence sentiment, particularly if Services attach rates and ARPU expand as expected. Investors will also parse commentary on regional trends and competitive dynamics, especially in Greater China, to assess the durability of premium device demand. Lastly, any update on capital returns relative to cash generation in this seasonal quarter may affect near-term valuation multiples.Analyst OpinionsAcross recent institutional previews, the balance of opinion skews bullish, with the majority emphasizing resilient margins and solid holiday-quarter sell-through. The bullish cohort highlights that consensus revenue of 138.39 billion USD and EPS of 2.67 are achievable given Services performance and a premium iPhone mix, with EBIT at 47.37 billion USD implying disciplined operating control. Notable research desks emphasize that the year-over-year growth embedded in these metrics—11.50% for revenue, 13.58% for EPS, and 11.74% for EBIT—reflects a constructive setup into the March quarter as channel inventories normalize. Analysts cite stable gross profit margin dynamics tied to Services scaling, diversified subscription and advertising contributions, and ongoing cost efficiencies in the hardware supply chain. The prevailing view is that Apple Inc. can meet or modestly exceed consensus if Services outperformance offsets pockets of hardware volatility and if premium device mix remains supportive of margins. Bears are a minority and focus on competitive pressures and uneven regional demand, but the majority view expects these to be manageable within the current quarter given the company’s mix and cost posture.","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519536748535872,"gmtCreate":1767860894525,"gmtModify":1767860898313,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Nvidia and AMD are far superior investments","listText":"Nvidia and AMD are far superior investments","text":"Nvidia and AMD are far superior investments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519536748535872","repostId":"2601386243","repostType":4,"repost":{"id":"2601386243","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":1767857697,"share":"https://ttm.financial/m/news/2601386243?lang=en_US&edition=fundamental","pubTime":"2026-01-08 15:34","market":"nz","language":"en","title":"Chasing Sandisk and Micron May Be Hazardous to Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2601386243","media":"Dow Jones","summary":"This article is from the weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Sentiment Shift. Hi everyone. Narratives can change fast.Not long ago, investors were despondent as stocks related to artificial intelligence pulled back on bubble fears and worries about potential overcapacity. FUD  ruled the day.A few weeks later, traders seem to be jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks. Memory chip maker Micron Technology and flash memory company Sandisk are both up more than 40% over the past month. FOMO  is now the word.There is a better way to invest in the chip sector. I've written repeatedly about the investment philosophy of TCI Fund Management founder Christopher Hohn, one of the most successful investors over the last two decades. His investment philosophy takes a long-term view by finding companies with sustainable moats that provide an irreplaceable se","content":"<html><head></head><body><p>Sentiment Shift. Hi everyone. Narratives can change fast.</p><p>Not long ago, investors were despondent as stocks related to artificial intelligence pulled back on bubble fears and worries about potential overcapacity. FUD (fear, uncertainty, and doubt) ruled the day.</p><p>A few weeks later, traders seem to be jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks. Memory chip maker Micron Technology and flash memory company Sandisk are both up more than 40% over the past month. FOMO (fear of missing out) is now the word.</p><p>Investors seem to be manufacturing new rationales to become more optimistic about memory stocks. But as sentiment shifts back and forth, the reality is the underlying fundamentals haven&#39;t changed much over the past few weeks. The AI trade has remained sound as companies continue to invest in data center capacity, but it isn&#39;t suddenly better.</p><p>It&#39;s human nature to want to chase the stocks up the most and sell after large pullbacks, but letting emotions drive decisions is a recipe for underperformance. Be careful not to convince yourself to trade stocks based on price action. There is wisdom from Hollywood. In the movie Wall Street, stockbroker Bud Fox told his client: &#34;You once told me, don&#39;t get emotional about stock, Gordon. Don&#39;t.&#34;</p><p>Micron is a leader in the markets for dynamic random-access memory <a href=\"https://laohu8.com/S/DRAM\">$(DRAM)$</a>, which is used in desktop computers and servers and for the flash memory found in smartphones and solid-state hard drives. It has also become a key supplier of high-bandwidth memory (HBM) for AI servers. Sandisk&#39;s business is nearly all flash memory.</p><p>While it is true that memory prices are surging and major manufacturers haven&#39;t significantly increased production or capital expenditures, history shows commodity chip suppliers always overbuild capacity at some point in the semiconductor cycle.</p><p>Unlike the proprietary AI chips made by <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, memory chips are commodities, meaning they can be easily replaced. There is a higher degree of disruption risk. It may be a year from now or later, but there is real potential for Chinese companies to expand aggressively into the memory chip and flash memory space.</p><p>HBM memory is proprietary and more difficult to make, but commodity-oriented DRAM is still likely to dominate Micron&#39;s sales for years.</p><p>The exact timing of a memory bust is difficult to predict, but it is inevitable. When that happens, the memory stocks will collapse.</p><p>There is a better way to invest in the chip sector. I&#39;ve written repeatedly about the investment philosophy of TCI Fund Management founder Christopher Hohn, one of the most successful investors over the last two decades. His investment philosophy takes a long-term view by finding companies with sustainable moats that provide an irreplaceable service tied to high switching costs.</p><p>Commodity memory chips don&#39;t fit this framework, but chip makers that have defensible competitive positions do. Nvidia&#39;s moat, for example, comes from its CUDA software, which provides AI start-ups and enterprises unrivaled stability as customers have spent over a decade ironing out software issues, making it far less likely to get disrupted by future Chinese competitors.</p><p>Unless you are a nimble trader and memory supply-chain expert, it&#39;s better to avoid commodity names and follow Hohn: Stick to the stocks with the best long-term fundamentals.</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>Chasing Sandisk and Micron May Be Hazardous to Your Portfolio</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\">\nChasing Sandisk and Micron May Be Hazardous to Your Portfolio\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\">2026-01-08 15:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sentiment Shift. Hi everyone. Narratives can change fast.</p><p>Not long ago, investors were despondent as stocks related to artificial intelligence pulled back on bubble fears and worries about potential overcapacity. FUD (fear, uncertainty, and doubt) ruled the day.</p><p>A few weeks later, traders seem to be jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks. Memory chip maker Micron Technology and flash memory company Sandisk are both up more than 40% over the past month. FOMO (fear of missing out) is now the word.</p><p>Investors seem to be manufacturing new rationales to become more optimistic about memory stocks. But as sentiment shifts back and forth, the reality is the underlying fundamentals haven&#39;t changed much over the past few weeks. The AI trade has remained sound as companies continue to invest in data center capacity, but it isn&#39;t suddenly better.</p><p>It&#39;s human nature to want to chase the stocks up the most and sell after large pullbacks, but letting emotions drive decisions is a recipe for underperformance. Be careful not to convince yourself to trade stocks based on price action. There is wisdom from Hollywood. In the movie Wall Street, stockbroker Bud Fox told his client: &#34;You once told me, don&#39;t get emotional about stock, Gordon. Don&#39;t.&#34;</p><p>Micron is a leader in the markets for dynamic random-access memory <a href=\"https://laohu8.com/S/DRAM\">$(DRAM)$</a>, which is used in desktop computers and servers and for the flash memory found in smartphones and solid-state hard drives. It has also become a key supplier of high-bandwidth memory (HBM) for AI servers. Sandisk&#39;s business is nearly all flash memory.</p><p>While it is true that memory prices are surging and major manufacturers haven&#39;t significantly increased production or capital expenditures, history shows commodity chip suppliers always overbuild capacity at some point in the semiconductor cycle.</p><p>Unlike the proprietary AI chips made by <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, memory chips are commodities, meaning they can be easily replaced. There is a higher degree of disruption risk. It may be a year from now or later, but there is real potential for Chinese companies to expand aggressively into the memory chip and flash memory space.</p><p>HBM memory is proprietary and more difficult to make, but commodity-oriented DRAM is still likely to dominate Micron&#39;s sales for years.</p><p>The exact timing of a memory bust is difficult to predict, but it is inevitable. When that happens, the memory stocks will collapse.</p><p>There is a better way to invest in the chip sector. I&#39;ve written repeatedly about the investment philosophy of TCI Fund Management founder Christopher Hohn, one of the most successful investors over the last two decades. His investment philosophy takes a long-term view by finding companies with sustainable moats that provide an irreplaceable service tied to high switching costs.</p><p>Commodity memory chips don&#39;t fit this framework, but chip makers that have defensible competitive positions do. Nvidia&#39;s moat, for example, comes from its CUDA software, which provides AI start-ups and enterprises unrivaled stability as customers have spent over a decade ironing out software issues, making it far less likely to get disrupted by future Chinese competitors.</p><p>Unless you are a nimble trader and memory supply-chain expert, it&#39;s better to avoid commodity names and follow Hohn: Stick to the stocks with the best long-term fundamentals.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4579":"人工智能","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4588":"碎股","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4605":"半导体精选","MU":"美光科技","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4551":"寇图资本持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","WDC":"西部数据","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4168":"多种金属与采矿","BK4023":"应用软件","BK4554":"元宇宙及AR概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4543":"AI","BK4512":"苹果概念","BK4532":"文艺复兴科技持仓","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4527":"明星科技股","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4575":"芯片概念","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","SNDK":"闪迪","BK4566":"资本集团","BK4587":"ChatGPT概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4528":"SaaS概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601386243","content_text":"Sentiment Shift. Hi everyone. Narratives can change fast.Not long ago, investors were despondent as stocks related to artificial intelligence pulled back on bubble fears and worries about potential overcapacity. FUD (fear, uncertainty, and doubt) ruled the day.A few weeks later, traders seem to be jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks. Memory chip maker Micron Technology and flash memory company Sandisk are both up more than 40% over the past month. FOMO (fear of missing out) is now the word.Investors seem to be manufacturing new rationales to become more optimistic about memory stocks. But as sentiment shifts back and forth, the reality is the underlying fundamentals haven't changed much over the past few weeks. The AI trade has remained sound as companies continue to invest in data center capacity, but it isn't suddenly better.It's human nature to want to chase the stocks up the most and sell after large pullbacks, but letting emotions drive decisions is a recipe for underperformance. Be careful not to convince yourself to trade stocks based on price action. There is wisdom from Hollywood. In the movie Wall Street, stockbroker Bud Fox told his client: \"You once told me, don't get emotional about stock, Gordon. Don't.\"Micron is a leader in the markets for dynamic random-access memory $(DRAM)$, which is used in desktop computers and servers and for the flash memory found in smartphones and solid-state hard drives. It has also become a key supplier of high-bandwidth memory (HBM) for AI servers. Sandisk's business is nearly all flash memory.While it is true that memory prices are surging and major manufacturers haven't significantly increased production or capital expenditures, history shows commodity chip suppliers always overbuild capacity at some point in the semiconductor cycle.Unlike the proprietary AI chips made by Nvidia, memory chips are commodities, meaning they can be easily replaced. There is a higher degree of disruption risk. It may be a year from now or later, but there is real potential for Chinese companies to expand aggressively into the memory chip and flash memory space.HBM memory is proprietary and more difficult to make, but commodity-oriented DRAM is still likely to dominate Micron's sales for years.The exact timing of a memory bust is difficult to predict, but it is inevitable. When that happens, the memory stocks will collapse.There is a better way to invest in the chip sector. I've written repeatedly about the investment philosophy of TCI Fund Management founder Christopher Hohn, one of the most successful investors over the last two decades. His investment philosophy takes a long-term view by finding companies with sustainable moats that provide an irreplaceable service tied to high switching costs.Commodity memory chips don't fit this framework, but chip makers that have defensible competitive positions do. Nvidia's moat, for example, comes from its CUDA software, which provides AI start-ups and enterprises unrivaled stability as customers have spent over a decade ironing out software issues, making it far less likely to get disrupted by future Chinese competitors.Unless you are a nimble trader and memory supply-chain expert, it's better to avoid commodity names and follow Hohn: Stick to the stocks with the best long-term fundamentals.","news_type":1,"symbols_score_info":{"MU":1.95,"WDC":2,"SNDK":1.9}},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519318211846160,"gmtCreate":1767809581878,"gmtModify":1768396162916,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2%&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993236686964580352&amp;word=dividend yield\">dividend yield</a>. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>)!","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2%&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993236686964580352&amp;word=dividend yield\">dividend yield</a>. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>)!","text":"$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/519318211846160","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516366365389168,"gmtCreate":1767088922692,"gmtModify":1767094571004,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","text":"$NVIDIA(NVDA)$ BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/516366365389168","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516307515011152,"gmtCreate":1767072371269,"gmtModify":1767072375406,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Yes, yesterday was a blip. The gold bull run is not yet done","listText":"Yes, yesterday was a blip. The gold bull run is not yet done","text":"Yes, yesterday was a blip. The gold bull run is not yet done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516307515011152","repostId":"2595765796","repostType":4,"repost":{"id":"2595765796","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1767070016,"share":"https://ttm.financial/m/news/2595765796?lang=en_US&edition=fundamental","pubTime":"2025-12-30 12:46","market":"fut","language":"en","title":"Gold Bounces Back From Two-Week Low, Silver Recovers","url":"https://stock-news.laohu8.com/highlight/detail?id=2595765796","media":"Reuters","summary":"PRECIOUS-Gold bounces back from two-week low, silver recoversUpdates for Asia morning tradeGold, silver down from overbought territorySilver hit all-time high of $83.62/oz on MondayPlatinum suffered s","content":"<html><head></head><body><ul style=\"\"><li><p>Gold, silver down from overbought territory</p></li><li><p>Silver hit all-time high of $83.62/oz on Monday</p></li><li><p>Platinum suffered sharpest ever daily loss on Monday</p></li></ul><p>Dec 30 (Reuters) - Gold rose on Tuesday to recover from a two-week low hit in the previous session on year-end profit-taking that sparked a broad pullback in precious metals from earlier peaks.</p><p>Spot gold XAU= was up 0.7% at $4,360.74 per ounce, as of 00:10 ET, after hitting a record high of $4,549.71 on Friday. It fell to its lowest since December 17 on Monday, also its sharpest daily loss since October 21.</p><p>Spot silver XAG= was up 3% at $74.06 per ounce, after hitting an all-time high of $83.62 in the previous session. Silver registered its biggest daily loss since August 11, 2020, on Monday.</p><p>U.S. gold futures GCcv1 for February delivery were up 0.7% at $4,374.80/oz.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fa1b819eda2ec1f677f2590e0849a06\" tg-width=\"351\" tg-height=\"132\"/></p><p>&#34;The earlier run was overextended in the last one week or so, which makes (the precious metals) much more vulnerable for the leveraged long positions being squeezed on the downside,&#34; said Kelvin Wong, senior market analyst at OANDA.</p><p>The relative strength indices <a href=\"https://laohu8.com/S/RSI\">$(RSI)$</a> for both gold and silver fell from overbought territory on Monday.</p><p>Bullion has staged a stellar run in 2025, climbing 66% so far.</p><p>Interest rate cuts and bets of further easing by the U.S. Federal Reserve, geopolitical conflicts, robust demand from central banks, and rising holdings in exchange-traded funds have fueled gold&#39;s rally this year.</p><p>Silver has gained 154% year-to-date, far outpacing gold, propelled by its designation on the critical U.S. minerals list, supply constraints, and low inventories amid rising industrial and investment demand.</p><p>&#34;I&#39;m expecting the longer-term rally to continue for both gold and silver with price targets in the next six months at $5,010/oz for gold, and $90.90 for silver,&#34; Wong said.</p><p>Spot Platinum XPT= rose 1.1% to $2,132.86 per ounce. On Monday, it dropped the most in a day ever recorded after having touched an all-time high of $2,478.50.</p><p>Palladium XPD= added 1.1% to $1,634.29 per ounce, after its value dropped by 16% on Monday.</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>Gold Bounces Back From Two-Week Low, Silver Recovers</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\">\nGold Bounces Back From Two-Week Low, Silver Recovers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-30 12:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Gold, silver down from overbought territory</p></li><li><p>Silver hit all-time high of $83.62/oz on Monday</p></li><li><p>Platinum suffered sharpest ever daily loss on Monday</p></li></ul><p>Dec 30 (Reuters) - Gold rose on Tuesday to recover from a two-week low hit in the previous session on year-end profit-taking that sparked a broad pullback in precious metals from earlier peaks.</p><p>Spot gold XAU= was up 0.7% at $4,360.74 per ounce, as of 00:10 ET, after hitting a record high of $4,549.71 on Friday. It fell to its lowest since December 17 on Monday, also its sharpest daily loss since October 21.</p><p>Spot silver XAG= was up 3% at $74.06 per ounce, after hitting an all-time high of $83.62 in the previous session. Silver registered its biggest daily loss since August 11, 2020, on Monday.</p><p>U.S. gold futures GCcv1 for February delivery were up 0.7% at $4,374.80/oz.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fa1b819eda2ec1f677f2590e0849a06\" tg-width=\"351\" tg-height=\"132\"/></p><p>&#34;The earlier run was overextended in the last one week or so, which makes (the precious metals) much more vulnerable for the leveraged long positions being squeezed on the downside,&#34; said Kelvin Wong, senior market analyst at OANDA.</p><p>The relative strength indices <a href=\"https://laohu8.com/S/RSI\">$(RSI)$</a> for both gold and silver fell from overbought territory on Monday.</p><p>Bullion has staged a stellar run in 2025, climbing 66% so far.</p><p>Interest rate cuts and bets of further easing by the U.S. Federal Reserve, geopolitical conflicts, robust demand from central banks, and rising holdings in exchange-traded funds have fueled gold&#39;s rally this year.</p><p>Silver has gained 154% year-to-date, far outpacing gold, propelled by its designation on the critical U.S. minerals list, supply constraints, and low inventories amid rising industrial and investment demand.</p><p>&#34;I&#39;m expecting the longer-term rally to continue for both gold and silver with price targets in the next six months at $5,010/oz for gold, and $90.90 for silver,&#34; Wong said.</p><p>Spot Platinum XPT= rose 1.1% to $2,132.86 per ounce. On Monday, it dropped the most in a day ever recorded after having touched an all-time high of $2,478.50.</p><p>Palladium XPD= added 1.1% to $1,634.29 per ounce, after its value dropped by 16% on Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SLV":"白银ETF-iShares","SVM":"Silvercorp Metal","FSM":"Fortuna Silver Mines Inc","AG":"First Majestic Silver Corporation","PAAS":"泛美白银","AGQ":"2倍做多白银ETF-ProShares"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251230:nL1N3Y001X:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595765796","content_text":"Gold, silver down from overbought territorySilver hit all-time high of $83.62/oz on MondayPlatinum suffered sharpest ever daily loss on MondayDec 30 (Reuters) - Gold rose on Tuesday to recover from a two-week low hit in the previous session on year-end profit-taking that sparked a broad pullback in precious metals from earlier peaks.Spot gold XAU= was up 0.7% at $4,360.74 per ounce, as of 00:10 ET, after hitting a record high of $4,549.71 on Friday. It fell to its lowest since December 17 on Monday, also its sharpest daily loss since October 21.Spot silver XAG= was up 3% at $74.06 per ounce, after hitting an all-time high of $83.62 in the previous session. Silver registered its biggest daily loss since August 11, 2020, on Monday.U.S. gold futures GCcv1 for February delivery were up 0.7% at $4,374.80/oz.\"The earlier run was overextended in the last one week or so, which makes (the precious metals) much more vulnerable for the leveraged long positions being squeezed on the downside,\" said Kelvin Wong, senior market analyst at OANDA.The relative strength indices $(RSI)$ for both gold and silver fell from overbought territory on Monday.Bullion has staged a stellar run in 2025, climbing 66% so far.Interest rate cuts and bets of further easing by the U.S. Federal Reserve, geopolitical conflicts, robust demand from central banks, and rising holdings in exchange-traded funds have fueled gold's rally this year.Silver has gained 154% year-to-date, far outpacing gold, propelled by its designation on the critical U.S. minerals list, supply constraints, and low inventories amid rising industrial and investment demand.\"I'm expecting the longer-term rally to continue for both gold and silver with price targets in the next six months at $5,010/oz for gold, and $90.90 for silver,\" Wong said.Spot Platinum XPT= rose 1.1% to $2,132.86 per ounce. On Monday, it dropped the most in a day ever recorded after having touched an all-time high of $2,478.50.Palladium XPD= added 1.1% to $1,634.29 per ounce, after its value dropped by 16% on Monday.","news_type":1,"symbols_score_info":{"XAGUSD.FOREX":2.1,"AG":2,"XAUUSD.FOREX":2.1,"MAG":2,"SLV":2.1,"FSM":2,"SVM":2,"PAAS":2,"AGQ":0.6}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":511798423867704,"gmtCreate":1765978340041,"gmtModify":1765980573726,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","text":"$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":34,"link":"https://ttm.financial/post/511798423867704","isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519318211846160,"gmtCreate":1767809581878,"gmtModify":1768396162916,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2%&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993236686964580352&amp;word=dividend yield\">dividend yield</a>. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>)!","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2%&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993236686964580352&amp;word=dividend yield\">dividend yield</a>. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>)!","text":"$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/519318211846160","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513853258490072,"gmtCreate":1766482750392,"gmtModify":1767615257567,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Looks like <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993181342661500928&amp;word=Intel\">Intel</a> investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993339324921700352&amp;word=Rubin chips\">Rubin chips</a> slated for release in about 6 months etc.), Nvidia is definitely an u","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Looks like <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993181342661500928&amp;word=Intel\">Intel</a> investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993339324921700352&amp;word=Rubin chips\">Rubin chips</a> slated for release in about 6 months etc.), Nvidia is definitely an u","text":"$NVIDIA(NVDA)$ Looks like Nvidia is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's Intel investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation Rubin chips slated for release in about 6 months etc.), Nvidia is definitely an u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/513853258490072","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509309644886536,"gmtCreate":1765374694065,"gmtModify":1765375984179,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","listText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","text":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/509309644886536","repostId":"1157089461","repostType":2,"repost":{"id":"1157089461","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765365828,"share":"https://ttm.financial/m/news/1157089461?lang=en_US&edition=fundamental","pubTime":"2025-12-10 19:23","market":"us","language":"en","title":"ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1157089461","media":"Reuters","summary":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the...","content":"<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</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>ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say</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\">\nByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-10 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157089461","content_text":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.The Chinese companies are keen to place large orders for Nvidia's second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.Before Trump's decision to allow Nvidia's Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.The Chinese government has yet to give a clear answer to Trump's announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia's AI chips, Reuters has reported, pummelling Nvidia's market share in China.The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.The officials told the companies they would be informed of Beijing's decision soon, The Information said, citing sources.Very limited quantities of H200 are currently in production, two other people familiar with Nvidia's supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.CHINESE PURCHASES EXPECTED TO BE LOW-KEYChinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.Elite Chinese universities, data center firms, and entities affiliated to China's military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.\"The training of leading Chinese AI models still relies on Nvidia cards,\" said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud's solution and ecology units.\"I expect the leading Chinese tech companies to buy a lot although in a low key manner,\" he added.Asked about the H200, China's foreign ministry has only said that the country values cooperation with the United States.The ministry declined to comment further on Wednesday.","news_type":1,"symbols_score_info":{"BABA":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516366365389168,"gmtCreate":1767088922692,"gmtModify":1767094571004,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","text":"$NVIDIA(NVDA)$ BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/516366365389168","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":514568211886104,"gmtCreate":1766654657322,"gmtModify":1766654661636,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.","listText":"I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.","text":"I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/514568211886104","repostId":"1181437195","repostType":4,"repost":{"id":"1181437195","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1766640983,"share":"https://ttm.financial/m/news/1181437195?lang=en_US&edition=fundamental","pubTime":"2025-12-25 13:36","market":"us","language":"en","title":"The New Year Could Bring Massive Upside for These Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1181437195","media":"Trading Random","summary":"The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by...","content":"<html><head></head><body><p>The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by 22.5% this year to just over $772 billion.</p><p>Not surprisingly, semiconductor stocks have registered solid gains this year, as evident from the 42% jump in the PHLX Semiconductor Sector index. The good news is that the industry&#39;s growth could accelerate further in 2026, with revenue forecasted to jump 26.3% to $975.4 billion.</p><p style=\"text-align: start;\">That&#39;s why now would be a good time to take a look at some of the top names in this industry that could deliver terrific gains to investors in the new year.</p><h4 id=\"id_916547875\">The semiconductor industry&#39;s secular growth should supercharge these stocks</h4><p style=\"text-align: start;\">The semiconductor industry is approaching the $1 trillion revenue milestone much earlier than the prior timeline of 2030. This isn&#39;t surprising, as semiconductors play a critical role in the proliferation of artificial intelligence (AI) across various verticals, including data centers, smartphones, computers, and factories.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></strong>, popularly known as TSMC, is one of the best ways to capitalize on the secular growth of the semiconductor market in 2026. After all, it is the world&#39;s largest chip foundry, with a market share of 72% at the end of the previous quarter, according to Counterpoint Research. What&#39;s worth noting is that TSMC&#39;s share of the foundry market improved by six percentage points year over year last quarter, as all the top chip designers have been rushing to manufacture chips on its advanced nodes.</p><p style=\"text-align: start;\">The chips fabricated by TSMC for customers such as <strong>Nvidia</strong>, <strong>AMD</strong>, <strong>Apple</strong>, <strong>Broadcom</strong>, <strong>Qualcomm</strong>, and others, go into all the verticals of the semiconductor industry. This is why the company&#39;s growth has been outstanding this year. Analysts expect TSMC to end 2025 with a 30% jump in revenue, while the bottom line is anticipated to increase by almost 48% to $10.41 per share.</p><p>There is ample evidence suggesting that TSMC&#39;s growth could accelerate next year. For instance, TSMC&#39;s production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What&#39;s more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.</p><p>Additionally, TSMC&#39;s 2nm node will reportedly be priced at a premium of 10% to 20% over its current flagship -- the 3nm node. As a result, don&#39;t be surprised to see TSMC easily exceeding the 20% earnings growth analysts forecast for 2026, putting the stock on track to clock even bigger gains following its 48% jump in 2025.</p><p>The fact that TSMC trades at 30 times earnings also helps, as it represents a discount to the tech-laden <strong>Nasdaq-100</strong> index&#39;s earnings multiple of 32 (using the index as a proxy for tech stocks). The faster-than-anticipated earnings growth that it may deliver in 2026 could be rewarded with a higher earnings multiple, setting the stock up for massive gains.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/ASML\">ASML</a></strong> is another company likely to step on the gas in 2026. Shares of the Dutch semiconductor equipment manufacturer are up nearly 50% in 2025. The larger increase in semiconductor sales next year should be a tailwind for ASML, as it designs and makes the equipment that enables companies like TSMC to produce advanced chips.</p><p style=\"text-align: start;\">The fact that TSMC has already sold out its 2nm capacity is good news for ASML. TSMC utilizes ASML&#39;s advanced equipment to manufacture 2nm chips for customers, so it is likely to place more orders for the latter&#39;s equipment. Not surprisingly, ASML&#39;s outlook for 2026 has improved. Investors should also note that the demand for semiconductor equipment is set to increase over the next couple of years, driven by AI investments.</p><p>As a result, ASML&#39;s earnings growth in 2026 could be much higher than the 5% jump analysts are currently forecasting. For comparison, its earnings are set to jump by 28% in 2025. So, the faster growth in semiconductor sales in 2026 and the favorable outlook of the semiconductor equipment market should ideally help ASML do better next year than its 2025 performance, putting the stock on track to make investors richer in the new year.</p><h4 id=\"id_582691895\">AI spending is going to be a boon for these names</h4><p style=\"text-align: start;\">AI will play a central role in boosting the semiconductor market next year. Bloomberg Intelligence estimates that spending on AI servers could jump by 45% in 2026 to $312 billion. As these servers are equipped with AI chips from companies such as Nvidia (the leader in AI chips), there is a good chance this AI stock will deliver a solid performance in the new year.</p><p>Nvidia already has a solid backlog of $275 billion in the data center business for next year. Even better, the company&#39;s growth potential for 2026 has received a major shot in the arm following the Trump administration&#39;s announcement that it will be able to sell its advanced chips into the Chinese market. This move could significantly boost Nvidia&#39;s growth next year.</p><p style=\"text-align: start;\">This indicates why analysts have increased their earnings growth expectations for Nvidia in 2026.</p><p>Assuming Nvidia indeed achieves $7.49 per share in earnings next year, as seen in the chart, and trades at 32 times earnings at that time (in line with the Nasdaq-100 index), its stock price could jump to $240. That suggests a potential jump of 33% from current levels, though don&#39;t be surprised to see this chip giant do better than that as it has the potential to clock a bigger jump in earnings in 2026, thanks to recent developments.</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>The New Year Could Bring Massive Upside for These Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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 New Year Could Bring Massive Upside for These Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2025-12-25 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by 22.5% this year to just over $772 billion.</p><p>Not surprisingly, semiconductor stocks have registered solid gains this year, as evident from the 42% jump in the PHLX Semiconductor Sector index. The good news is that the industry&#39;s growth could accelerate further in 2026, with revenue forecasted to jump 26.3% to $975.4 billion.</p><p style=\"text-align: start;\">That&#39;s why now would be a good time to take a look at some of the top names in this industry that could deliver terrific gains to investors in the new year.</p><h4 id=\"id_916547875\">The semiconductor industry&#39;s secular growth should supercharge these stocks</h4><p style=\"text-align: start;\">The semiconductor industry is approaching the $1 trillion revenue milestone much earlier than the prior timeline of 2030. This isn&#39;t surprising, as semiconductors play a critical role in the proliferation of artificial intelligence (AI) across various verticals, including data centers, smartphones, computers, and factories.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></strong>, popularly known as TSMC, is one of the best ways to capitalize on the secular growth of the semiconductor market in 2026. After all, it is the world&#39;s largest chip foundry, with a market share of 72% at the end of the previous quarter, according to Counterpoint Research. What&#39;s worth noting is that TSMC&#39;s share of the foundry market improved by six percentage points year over year last quarter, as all the top chip designers have been rushing to manufacture chips on its advanced nodes.</p><p style=\"text-align: start;\">The chips fabricated by TSMC for customers such as <strong>Nvidia</strong>, <strong>AMD</strong>, <strong>Apple</strong>, <strong>Broadcom</strong>, <strong>Qualcomm</strong>, and others, go into all the verticals of the semiconductor industry. This is why the company&#39;s growth has been outstanding this year. Analysts expect TSMC to end 2025 with a 30% jump in revenue, while the bottom line is anticipated to increase by almost 48% to $10.41 per share.</p><p>There is ample evidence suggesting that TSMC&#39;s growth could accelerate next year. For instance, TSMC&#39;s production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What&#39;s more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.</p><p>Additionally, TSMC&#39;s 2nm node will reportedly be priced at a premium of 10% to 20% over its current flagship -- the 3nm node. As a result, don&#39;t be surprised to see TSMC easily exceeding the 20% earnings growth analysts forecast for 2026, putting the stock on track to clock even bigger gains following its 48% jump in 2025.</p><p>The fact that TSMC trades at 30 times earnings also helps, as it represents a discount to the tech-laden <strong>Nasdaq-100</strong> index&#39;s earnings multiple of 32 (using the index as a proxy for tech stocks). The faster-than-anticipated earnings growth that it may deliver in 2026 could be rewarded with a higher earnings multiple, setting the stock up for massive gains.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/ASML\">ASML</a></strong> is another company likely to step on the gas in 2026. Shares of the Dutch semiconductor equipment manufacturer are up nearly 50% in 2025. The larger increase in semiconductor sales next year should be a tailwind for ASML, as it designs and makes the equipment that enables companies like TSMC to produce advanced chips.</p><p style=\"text-align: start;\">The fact that TSMC has already sold out its 2nm capacity is good news for ASML. TSMC utilizes ASML&#39;s advanced equipment to manufacture 2nm chips for customers, so it is likely to place more orders for the latter&#39;s equipment. Not surprisingly, ASML&#39;s outlook for 2026 has improved. Investors should also note that the demand for semiconductor equipment is set to increase over the next couple of years, driven by AI investments.</p><p>As a result, ASML&#39;s earnings growth in 2026 could be much higher than the 5% jump analysts are currently forecasting. For comparison, its earnings are set to jump by 28% in 2025. So, the faster growth in semiconductor sales in 2026 and the favorable outlook of the semiconductor equipment market should ideally help ASML do better next year than its 2025 performance, putting the stock on track to make investors richer in the new year.</p><h4 id=\"id_582691895\">AI spending is going to be a boon for these names</h4><p style=\"text-align: start;\">AI will play a central role in boosting the semiconductor market next year. Bloomberg Intelligence estimates that spending on AI servers could jump by 45% in 2026 to $312 billion. As these servers are equipped with AI chips from companies such as Nvidia (the leader in AI chips), there is a good chance this AI stock will deliver a solid performance in the new year.</p><p>Nvidia already has a solid backlog of $275 billion in the data center business for next year. Even better, the company&#39;s growth potential for 2026 has received a major shot in the arm following the Trump administration&#39;s announcement that it will be able to sell its advanced chips into the Chinese market. This move could significantly boost Nvidia&#39;s growth next year.</p><p style=\"text-align: start;\">This indicates why analysts have increased their earnings growth expectations for Nvidia in 2026.</p><p>Assuming Nvidia indeed achieves $7.49 per share in earnings next year, as seen in the chart, and trades at 32 times earnings at that time (in line with the Nasdaq-100 index), its stock price could jump to $240. That suggests a potential jump of 33% from current levels, though don&#39;t be surprised to see this chip giant do better than that as it has the potential to clock a bigger jump in earnings in 2026, thanks to recent developments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","TSM":"台积电","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181437195","content_text":"The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by 22.5% this year to just over $772 billion.Not surprisingly, semiconductor stocks have registered solid gains this year, as evident from the 42% jump in the PHLX Semiconductor Sector index. The good news is that the industry's growth could accelerate further in 2026, with revenue forecasted to jump 26.3% to $975.4 billion.That's why now would be a good time to take a look at some of the top names in this industry that could deliver terrific gains to investors in the new year.The semiconductor industry's secular growth should supercharge these stocksThe semiconductor industry is approaching the $1 trillion revenue milestone much earlier than the prior timeline of 2030. This isn't surprising, as semiconductors play a critical role in the proliferation of artificial intelligence (AI) across various verticals, including data centers, smartphones, computers, and factories.Taiwan Semiconductor Manufacturing, popularly known as TSMC, is one of the best ways to capitalize on the secular growth of the semiconductor market in 2026. After all, it is the world's largest chip foundry, with a market share of 72% at the end of the previous quarter, according to Counterpoint Research. What's worth noting is that TSMC's share of the foundry market improved by six percentage points year over year last quarter, as all the top chip designers have been rushing to manufacture chips on its advanced nodes.The chips fabricated by TSMC for customers such as Nvidia, AMD, Apple, Broadcom, Qualcomm, and others, go into all the verticals of the semiconductor industry. This is why the company's growth has been outstanding this year. Analysts expect TSMC to end 2025 with a 30% jump in revenue, while the bottom line is anticipated to increase by almost 48% to $10.41 per share.There is ample evidence suggesting that TSMC's growth could accelerate next year. For instance, TSMC's production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What's more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.Additionally, TSMC's 2nm node will reportedly be priced at a premium of 10% to 20% over its current flagship -- the 3nm node. As a result, don't be surprised to see TSMC easily exceeding the 20% earnings growth analysts forecast for 2026, putting the stock on track to clock even bigger gains following its 48% jump in 2025.The fact that TSMC trades at 30 times earnings also helps, as it represents a discount to the tech-laden Nasdaq-100 index's earnings multiple of 32 (using the index as a proxy for tech stocks). The faster-than-anticipated earnings growth that it may deliver in 2026 could be rewarded with a higher earnings multiple, setting the stock up for massive gains.ASML is another company likely to step on the gas in 2026. Shares of the Dutch semiconductor equipment manufacturer are up nearly 50% in 2025. The larger increase in semiconductor sales next year should be a tailwind for ASML, as it designs and makes the equipment that enables companies like TSMC to produce advanced chips.The fact that TSMC has already sold out its 2nm capacity is good news for ASML. TSMC utilizes ASML's advanced equipment to manufacture 2nm chips for customers, so it is likely to place more orders for the latter's equipment. Not surprisingly, ASML's outlook for 2026 has improved. Investors should also note that the demand for semiconductor equipment is set to increase over the next couple of years, driven by AI investments.As a result, ASML's earnings growth in 2026 could be much higher than the 5% jump analysts are currently forecasting. For comparison, its earnings are set to jump by 28% in 2025. So, the faster growth in semiconductor sales in 2026 and the favorable outlook of the semiconductor equipment market should ideally help ASML do better next year than its 2025 performance, putting the stock on track to make investors richer in the new year.AI spending is going to be a boon for these namesAI will play a central role in boosting the semiconductor market next year. Bloomberg Intelligence estimates that spending on AI servers could jump by 45% in 2026 to $312 billion. As these servers are equipped with AI chips from companies such as Nvidia (the leader in AI chips), there is a good chance this AI stock will deliver a solid performance in the new year.Nvidia already has a solid backlog of $275 billion in the data center business for next year. Even better, the company's growth potential for 2026 has received a major shot in the arm following the Trump administration's announcement that it will be able to sell its advanced chips into the Chinese market. This move could significantly boost Nvidia's growth next year.This indicates why analysts have increased their earnings growth expectations for Nvidia in 2026.Assuming Nvidia indeed achieves $7.49 per share in earnings next year, as seen in the chart, and trades at 32 times earnings at that time (in line with the Nasdaq-100 index), its stock price could jump to $240. That suggests a potential jump of 33% from current levels, though don't be surprised to see this chip giant do better than that as it has the potential to clock a bigger jump in earnings in 2026, thanks to recent developments.","news_type":1,"symbols_score_info":{"NVDA":2,"ASML":2,"TSM":2}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512526307348552,"gmtCreate":1766156131012,"gmtModify":1766156135119,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Reading this just warms my heart. Nvidia has opened the door to a golden age!","listText":"Reading this just warms my heart. Nvidia has opened the door to a golden age!","text":"Reading this just warms my heart. Nvidia has opened the door to a golden age!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512526307348552","repostId":"2592610421","repostType":2,"repost":{"id":"2592610421","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1766148818,"share":"https://ttm.financial/m/news/2592610421?lang=en_US&edition=fundamental","pubTime":"2025-12-19 20:53","market":"us","language":"en","title":"Nvidia Stock Rises. The Road to Sales in China Opens Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2592610421","media":"Dow Jones","summary":"$Nvidia(NVDA)$ was gaining early on Friday. The chip maker looks to be nearing official U.S. permission to export artificial-intelligence chips to China.Nvidia shares were up 1% at $176 in premarket...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> was gaining early on Friday. The chip maker looks to be nearing official U.S. permission to export artificial-intelligence chips to China.</p><p>Nvidia shares were up 1% at $176 in premarket trading. The stock rose 1.9% on Thursday but is down 1.4% over the past three months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/125d6b86b8364290419e19f6aaea2f5d\" tg-width=\"870\" tg-height=\"816\"/></p><p>One thing weighing on the stock has been uncertainty over whether it will get access to the fast-growing Chinese AI processor market. Things look to be moving on that front, at least in Washington.</p><p>The Commerce Department has sent license applications for Nvidia chip sales for review by the State, Energy and Defense Departments, Reuters reported, citing people familiar with the matter.</p><p>The Commerce Department didn&#39;t immediately respond to a request for comment early on Friday. President Donald Trump said earlier this month he would allow shipments of the company&#39;s H200 chip to China, provided that Nvidia gives the U.S. government a 25% cut of sales.</p><p>The H200 isn&#39;t as powerful as Nvidia&#39;s current generation Blackwell AI chips. As Nvidia&#39;s newer chips are increasingly made on more advanced manufacturing process nodes at <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>, there will be additional capacity to make H200s for China.</p><p>It remains to be seen whether Chinese authorities will allow Nvidia to sell the H200 in the country. Regulators in Beijing are discussing allowing only limited access to the chips, the Financial Times reported previously, citing people familiar with the matter.</p><p>Among other chip makers, Advanced Micro Devices was up 1.4% and Broadcom was rising 0.8% in premarket trading. <a href=\"https://laohu8.com/S/AMD\">AMD</a> is also awaiting permission to export chips to China.</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 Stock Rises. The Road to Sales in China Opens Up</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 Stock Rises. The Road to Sales in China Opens Up\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\">2025-12-19 20:53</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/NVDA\">Nvidia</a> was gaining early on Friday. The chip maker looks to be nearing official U.S. permission to export artificial-intelligence chips to China.</p><p>Nvidia shares were up 1% at $176 in premarket trading. The stock rose 1.9% on Thursday but is down 1.4% over the past three months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/125d6b86b8364290419e19f6aaea2f5d\" tg-width=\"870\" tg-height=\"816\"/></p><p>One thing weighing on the stock has been uncertainty over whether it will get access to the fast-growing Chinese AI processor market. Things look to be moving on that front, at least in Washington.</p><p>The Commerce Department has sent license applications for Nvidia chip sales for review by the State, Energy and Defense Departments, Reuters reported, citing people familiar with the matter.</p><p>The Commerce Department didn&#39;t immediately respond to a request for comment early on Friday. President Donald Trump said earlier this month he would allow shipments of the company&#39;s H200 chip to China, provided that Nvidia gives the U.S. government a 25% cut of sales.</p><p>The H200 isn&#39;t as powerful as Nvidia&#39;s current generation Blackwell AI chips. As Nvidia&#39;s newer chips are increasingly made on more advanced manufacturing process nodes at <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>, there will be additional capacity to make H200s for China.</p><p>It remains to be seen whether Chinese authorities will allow Nvidia to sell the H200 in the country. Regulators in Beijing are discussing allowing only limited access to the chips, the Financial Times reported previously, citing people familiar with the matter.</p><p>Among other chip makers, Advanced Micro Devices was up 1.4% and Broadcom was rising 0.8% in premarket trading. <a href=\"https://laohu8.com/S/AMD\">AMD</a> is also awaiting permission to export chips to China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0557290698.USD":"施罗德环球可持续增长基金","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","BK4550":"红杉资本持仓","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592610421","content_text":"Nvidia was gaining early on Friday. The chip maker looks to be nearing official U.S. permission to export artificial-intelligence chips to China.Nvidia shares were up 1% at $176 in premarket trading. The stock rose 1.9% on Thursday but is down 1.4% over the past three months.One thing weighing on the stock has been uncertainty over whether it will get access to the fast-growing Chinese AI processor market. Things look to be moving on that front, at least in Washington.The Commerce Department has sent license applications for Nvidia chip sales for review by the State, Energy and Defense Departments, Reuters reported, citing people familiar with the matter.The Commerce Department didn't immediately respond to a request for comment early on Friday. President Donald Trump said earlier this month he would allow shipments of the company's H200 chip to China, provided that Nvidia gives the U.S. government a 25% cut of sales.The H200 isn't as powerful as Nvidia's current generation Blackwell AI chips. As Nvidia's newer chips are increasingly made on more advanced manufacturing process nodes at Taiwan Semiconductor Manufacturing, there will be additional capacity to make H200s for China.It remains to be seen whether Chinese authorities will allow Nvidia to sell the H200 in the country. Regulators in Beijing are discussing allowing only limited access to the chips, the Financial Times reported previously, citing people familiar with the matter.Among other chip makers, Advanced Micro Devices was up 1.4% and Broadcom was rising 0.8% in premarket trading. AMD is also awaiting permission to export chips to China.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507805555643128,"gmtCreate":1764997676586,"gmtModify":1765002358647,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","text":"$NVIDIA(NVDA)$ https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/507805555643128","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529904188179776,"gmtCreate":1770390263009,"gmtModify":1770390267040,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"This is fantastic news for Nvidia and AMD!","listText":"This is fantastic news for Nvidia and AMD!","text":"This is fantastic news for Nvidia and AMD!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529904188179776","repostId":"1169869240","repostType":2,"repost":{"id":"1169869240","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1770384126,"share":"https://ttm.financial/m/news/1169869240?lang=en_US&edition=fundamental","pubTime":"2026-02-06 21:22","market":"us","language":"en","title":"Global Semiconductor Sales Predicted to Surpass $1 Trillion This Year, Trade Group Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1169869240","media":"Deep News","summary":"A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies,...","content":"<p>A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies, reported that global semiconductor sales reached $791.7 billion in 2025, a 25.6% increase year-over-year. This strong growth trend is expected to continue into this year, driven by major global technology firms investing hundreds of billions of dollars in building artificial intelligence data centers.</p>\n<p>The fastest-growing and largest category of chips was high-end computing processors produced by <name_en>NVIDIA</name_en>, <name_en>Advanced Micro Devices</name_en>, and <name_en>Intel</name_en>. Sales in this category grew 39.9% in 2025, reaching a total of $301.9 billion. The second-largest category was memory chips. Due to shortages sparked by the AI boom, prices surged significantly, leading to a 34.8% sales increase to $223.1 billion in 2025.</p>\n<p>The influence of the artificial intelligence boom has now spread to nearly all areas of the chip industry. The president and CEO of the Washington-based association, John Neuffer, mentioned that during a recent visit to Silicon Valley, executives from numerous small and medium-sized chip companies expressed optimism about prospects for 2026. Neuffer stated, \"The common refrain I heard was, 'Nobody knows where AI infrastructure build-out will be a year from now, but my order book is full for the foreseeable future.' The momentum in the industry is very strong for at least the next year.\"</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>Global Semiconductor Sales Predicted to Surpass $1 Trillion This Year, Trade Group Reports</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\">\nGlobal Semiconductor Sales Predicted to Surpass $1 Trillion This Year, Trade Group Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-02-06 21:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies, reported that global semiconductor sales reached $791.7 billion in 2025, a 25.6% increase year-over-year. This strong growth trend is expected to continue into this year, driven by major global technology firms investing hundreds of billions of dollars in building artificial intelligence data centers.</p>\n<p>The fastest-growing and largest category of chips was high-end computing processors produced by <name_en>NVIDIA</name_en>, <name_en>Advanced Micro Devices</name_en>, and <name_en>Intel</name_en>. Sales in this category grew 39.9% in 2025, reaching a total of $301.9 billion. The second-largest category was memory chips. Due to shortages sparked by the AI boom, prices surged significantly, leading to a 34.8% sales increase to $223.1 billion in 2025.</p>\n<p>The influence of the artificial intelligence boom has now spread to nearly all areas of the chip industry. The president and CEO of the Washington-based association, John Neuffer, mentioned that during a recent visit to Silicon Valley, executives from numerous small and medium-sized chip companies expressed optimism about prospects for 2026. Neuffer stated, \"The common refrain I heard was, 'Nobody knows where AI infrastructure build-out will be a year from now, but my order book is full for the foreseeable future.' The momentum in the industry is very strong for at least the next year.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","BK4535":"淡马锡持仓","00981":"中芯国际","NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔","04335":"英特尔-T","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169869240","content_text":"A semiconductor industry association stated on Friday that global chip sales are forecast to exceed $1 trillion this year. The association, which represents the majority of U.S. chip companies, reported that global semiconductor sales reached $791.7 billion in 2025, a 25.6% increase year-over-year. This strong growth trend is expected to continue into this year, driven by major global technology firms investing hundreds of billions of dollars in building artificial intelligence data centers.\nThe fastest-growing and largest category of chips was high-end computing processors produced by NVIDIA, Advanced Micro Devices, and Intel. Sales in this category grew 39.9% in 2025, reaching a total of $301.9 billion. The second-largest category was memory chips. Due to shortages sparked by the AI boom, prices surged significantly, leading to a 34.8% sales increase to $223.1 billion in 2025.\nThe influence of the artificial intelligence boom has now spread to nearly all areas of the chip industry. The president and CEO of the Washington-based association, John Neuffer, mentioned that during a recent visit to Silicon Valley, executives from numerous small and medium-sized chip companies expressed optimism about prospects for 2026. Neuffer stated, \"The common refrain I heard was, 'Nobody knows where AI infrastructure build-out will be a year from now, but my order book is full for the foreseeable future.' The momentum in the industry is very strong for at least the next year.\"","news_type":1,"symbols_score_info":{"688981":1,"04335":1,"00981":1,"INTC":1,"NVDA":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516307515011152,"gmtCreate":1767072371269,"gmtModify":1767072375406,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Traderdude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Yes, yesterday was a blip. The gold bull run is not yet done","listText":"Yes, yesterday was a blip. The gold bull run is not yet done","text":"Yes, yesterday was a blip. The gold bull run is not yet done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516307515011152","repostId":"2595765796","repostType":4,"repost":{"id":"2595765796","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1767070016,"share":"https://ttm.financial/m/news/2595765796?lang=en_US&edition=fundamental","pubTime":"2025-12-30 12:46","market":"fut","language":"en","title":"Gold Bounces Back From Two-Week Low, Silver Recovers","url":"https://stock-news.laohu8.com/highlight/detail?id=2595765796","media":"Reuters","summary":"PRECIOUS-Gold bounces back from two-week low, silver recoversUpdates for Asia morning tradeGold, silver down from overbought territorySilver hit all-time high of $83.62/oz on MondayPlatinum suffered s","content":"<html><head></head><body><ul style=\"\"><li><p>Gold, silver down from overbought territory</p></li><li><p>Silver hit all-time high of $83.62/oz on Monday</p></li><li><p>Platinum suffered sharpest ever daily loss on Monday</p></li></ul><p>Dec 30 (Reuters) - Gold rose on Tuesday to recover from a two-week low hit in the previous session on year-end profit-taking that sparked a broad pullback in precious metals from earlier peaks.</p><p>Spot gold XAU= was up 0.7% at $4,360.74 per ounce, as of 00:10 ET, after hitting a record high of $4,549.71 on Friday. It fell to its lowest since December 17 on Monday, also its sharpest daily loss since October 21.</p><p>Spot silver XAG= was up 3% at $74.06 per ounce, after hitting an all-time high of $83.62 in the previous session. Silver registered its biggest daily loss since August 11, 2020, on Monday.</p><p>U.S. gold futures GCcv1 for February delivery were up 0.7% at $4,374.80/oz.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fa1b819eda2ec1f677f2590e0849a06\" tg-width=\"351\" tg-height=\"132\"/></p><p>&#34;The earlier run was overextended in the last one week or so, which makes (the precious metals) much more vulnerable for the leveraged long positions being squeezed on the downside,&#34; said Kelvin Wong, senior market analyst at OANDA.</p><p>The relative strength indices <a href=\"https://laohu8.com/S/RSI\">$(RSI)$</a> for both gold and silver fell from overbought territory on Monday.</p><p>Bullion has staged a stellar run in 2025, climbing 66% so far.</p><p>Interest rate cuts and bets of further easing by the U.S. Federal Reserve, geopolitical conflicts, robust demand from central banks, and rising holdings in exchange-traded funds have fueled gold&#39;s rally this year.</p><p>Silver has gained 154% year-to-date, far outpacing gold, propelled by its designation on the critical U.S. minerals list, supply constraints, and low inventories amid rising industrial and investment demand.</p><p>&#34;I&#39;m expecting the longer-term rally to continue for both gold and silver with price targets in the next six months at $5,010/oz for gold, and $90.90 for silver,&#34; Wong said.</p><p>Spot Platinum XPT= rose 1.1% to $2,132.86 per ounce. On Monday, it dropped the most in a day ever recorded after having touched an all-time high of $2,478.50.</p><p>Palladium XPD= added 1.1% to $1,634.29 per ounce, after its value dropped by 16% on Monday.</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>Gold Bounces Back From Two-Week Low, Silver Recovers</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\">\nGold Bounces Back From Two-Week Low, Silver Recovers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-30 12:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Gold, silver down from overbought territory</p></li><li><p>Silver hit all-time high of $83.62/oz on Monday</p></li><li><p>Platinum suffered sharpest ever daily loss on Monday</p></li></ul><p>Dec 30 (Reuters) - Gold rose on Tuesday to recover from a two-week low hit in the previous session on year-end profit-taking that sparked a broad pullback in precious metals from earlier peaks.</p><p>Spot gold XAU= was up 0.7% at $4,360.74 per ounce, as of 00:10 ET, after hitting a record high of $4,549.71 on Friday. It fell to its lowest since December 17 on Monday, also its sharpest daily loss since October 21.</p><p>Spot silver XAG= was up 3% at $74.06 per ounce, after hitting an all-time high of $83.62 in the previous session. Silver registered its biggest daily loss since August 11, 2020, on Monday.</p><p>U.S. gold futures GCcv1 for February delivery were up 0.7% at $4,374.80/oz.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0fa1b819eda2ec1f677f2590e0849a06\" tg-width=\"351\" tg-height=\"132\"/></p><p>&#34;The earlier run was overextended in the last one week or so, which makes (the precious metals) much more vulnerable for the leveraged long positions being squeezed on the downside,&#34; said Kelvin Wong, senior market analyst at OANDA.</p><p>The relative strength indices <a href=\"https://laohu8.com/S/RSI\">$(RSI)$</a> for both gold and silver fell from overbought territory on Monday.</p><p>Bullion has staged a stellar run in 2025, climbing 66% so far.</p><p>Interest rate cuts and bets of further easing by the U.S. Federal Reserve, geopolitical conflicts, robust demand from central banks, and rising holdings in exchange-traded funds have fueled gold&#39;s rally this year.</p><p>Silver has gained 154% year-to-date, far outpacing gold, propelled by its designation on the critical U.S. minerals list, supply constraints, and low inventories amid rising industrial and investment demand.</p><p>&#34;I&#39;m expecting the longer-term rally to continue for both gold and silver with price targets in the next six months at $5,010/oz for gold, and $90.90 for silver,&#34; Wong said.</p><p>Spot Platinum XPT= rose 1.1% to $2,132.86 per ounce. On Monday, it dropped the most in a day ever recorded after having touched an all-time high of $2,478.50.</p><p>Palladium XPD= added 1.1% to $1,634.29 per ounce, after its value dropped by 16% on Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SLV":"白银ETF-iShares","SVM":"Silvercorp Metal","FSM":"Fortuna Silver Mines Inc","AG":"First Majestic Silver Corporation","PAAS":"泛美白银","AGQ":"2倍做多白银ETF-ProShares"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251230:nL1N3Y001X:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2595765796","content_text":"Gold, silver down from overbought territorySilver hit all-time high of $83.62/oz on MondayPlatinum suffered sharpest ever daily loss on MondayDec 30 (Reuters) - Gold rose on Tuesday to recover from a two-week low hit in the previous session on year-end profit-taking that sparked a broad pullback in precious metals from earlier peaks.Spot gold XAU= was up 0.7% at $4,360.74 per ounce, as of 00:10 ET, after hitting a record high of $4,549.71 on Friday. It fell to its lowest since December 17 on Monday, also its sharpest daily loss since October 21.Spot silver XAG= was up 3% at $74.06 per ounce, after hitting an all-time high of $83.62 in the previous session. Silver registered its biggest daily loss since August 11, 2020, on Monday.U.S. gold futures GCcv1 for February delivery were up 0.7% at $4,374.80/oz.\"The earlier run was overextended in the last one week or so, which makes (the precious metals) much more vulnerable for the leveraged long positions being squeezed on the downside,\" said Kelvin Wong, senior market analyst at OANDA.The relative strength indices $(RSI)$ for both gold and silver fell from overbought territory on Monday.Bullion has staged a stellar run in 2025, climbing 66% so far.Interest rate cuts and bets of further easing by the U.S. Federal Reserve, geopolitical conflicts, robust demand from central banks, and rising holdings in exchange-traded funds have fueled gold's rally this year.Silver has gained 154% year-to-date, far outpacing gold, propelled by its designation on the critical U.S. minerals list, supply constraints, and low inventories amid rising industrial and investment demand.\"I'm expecting the longer-term rally to continue for both gold and silver with price targets in the next six months at $5,010/oz for gold, and $90.90 for silver,\" Wong said.Spot Platinum XPT= rose 1.1% to $2,132.86 per ounce. On Monday, it dropped the most in a day ever recorded after having touched an all-time high of $2,478.50.Palladium XPD= added 1.1% to $1,634.29 per ounce, after its value dropped by 16% on Monday.","news_type":1,"symbols_score_info":{"XAGUSD.FOREX":2.1,"AG":2,"XAUUSD.FOREX":2.1,"MAG":2,"SLV":2.1,"FSM":2,"SVM":2,"PAAS":2,"AGQ":0.6}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}