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Longlong49

Longlong49

重出江湖

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2024-07-11

$Tesla Motors(TSLA)$

$Tesla Motors(TSLA)$ My entry before the rally, giving myself a pat on my back[Cool]

2024-06-18

$NVIDIA Corp(NVDA)$

2024-10-26

$NVIDIA Corp(NVDA)$ My lowest DCA

2024-07-05

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Semiconductor Stocks Shined in Morning Trading with Arm Rising Over 3%

2024-06-18

$(NVDA)$ Co-pilot

2024-06-16

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As Nvidia Soars, Stock Market's Deflated Laggards Spark Concern

2024-06-14

Investing in Nvidia: A Strategic Opportunity Nvidia Corporation, a leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, presents a compelling investment opportunity. As the technological landscape evolves, Nvidia is positioned at the forefront of several high-growth sectors, making it a robust candidate for investors looking for long-term value. Here’s why investing in Nvidia could be a strategic move. 1. Dominance in the GPU Market Nvidia’s GPUs are the gold standard in the industry, particularly in gaming, professional visualization, data centers, and automotive markets. The company’s flagship product line, the GeForce RTX series, continues to set benchmarks for performance and innovation. These GPUs are not only critical for high-end gaming but also fo

2025-09-07

NVIDIA 👑

2025-06-04

Time to charge upwards further away from MSFT

2025-06-03

Master got $ incentive?

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","text":"$NVIDIA Corp(NVDA)$ My lowest 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351301401051192","repostId":"1150933415","repostType":4,"repost":{"id":"1150933415","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":1726787568,"share":"https://ttm.financial/m/news/1150933415?lang=en_US&edition=fundamental","pubTime":"2024-09-20 07:12","market":"us","language":"en","title":"Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=1150933415","media":"Tiger Newspress","summary":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment l","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></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>Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut</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\">\nPost-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-09-20 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150933415","content_text":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.Market SnapshotThe S&P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.Market MoversTesla jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.Nvidia rose 4%, Micron Technology was up 2.2%, Advanced Micro Devices rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.Shares of FedEx Corp. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued \"weaker-than-expected\" shipping demand.Shares of Nike Inc. rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company's stock price and months of subdued demand for its products.Enphase Energy fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.Mobileye Global rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.Progyny, which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.Darden Restaurants, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.DoorDash was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.Market NewsBiden expects Fed to continue cutting interest ratesU.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.Biden used an Economic Club of Washington event with 500 guests to promote his administration's policies to bring down inflation after the COVID-19 pandemic and Russia's invasion of Ukraine, issues that have driven voters' anxiety.Disney to Stop Using Slack Following Hack That Exposed Company DataDisney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.","news_type":1,"symbols_score_info":{".IXIC":1.1,".SPX":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350709928276280,"gmtCreate":1726646205349,"gmtModify":1726646209064,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350709928276280","repostId":"2468506993","repostType":4,"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334426689401088,"gmtCreate":1722680447124,"gmtModify":1722680451128,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Boycott Paris Olympics [What]","listText":"Boycott Paris Olympics [What]","text":"Boycott Paris Olympics [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334426689401088","isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331402152452272,"gmtCreate":1721916712179,"gmtModify":1721916715670,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"[Spurting]&nbsp;&nbsp;","listText":"[Spurting]&nbsp;&nbsp;","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331402152452272","repostId":"1142738737","repostType":4,"repost":{"id":"1142738737","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":1721916385,"share":"https://ttm.financial/m/news/1142738737?lang=en_US&edition=fundamental","pubTime":"2024-07-25 22:06","market":"us","language":"en","title":"Semiconductor Shares Slid in Morning Trading, With STMicro Stock Tumbling 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142738737","media":"Tiger Newspress","summary":"Semiconductor shares slid in morning trading.STMicro stock tumbled over 10%; Arm Holdings fell 7%; Nvidia, Micron, Qualcomm, AMD fell over 2%.","content":"<html><head></head><body><p>Semiconductor shares slid in morning trading.</p><p>STMicro stock tumbled over 12%; Arm Holdings fell over 10%; Nvidia dropped over 5%; AMD, Micron fell over 3%.</p><p>Franco-Italian chipmaker <a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a> cut its full-year revenue guidance for the second time this year on Thursday as industrial customer orders did not improve and automotive demand declined.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7777c57ae84fe26ead8f3d2c24608791\" tg-width=\"478\" tg-height=\"780\"/></p><p></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>Semiconductor Shares Slid in Morning Trading, With STMicro Stock Tumbling 12%</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\">\nSemiconductor Shares Slid in Morning Trading, With STMicro Stock Tumbling 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-25 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor shares slid in morning trading.</p><p>STMicro stock tumbled over 12%; Arm Holdings fell over 10%; Nvidia dropped over 5%; AMD, Micron fell over 3%.</p><p>Franco-Italian chipmaker <a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a> cut its full-year revenue guidance for the second time this year on Thursday as industrial customer orders did not improve and automotive demand declined.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7777c57ae84fe26ead8f3d2c24608791\" tg-width=\"478\" tg-height=\"780\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","QCOM":"高通","MU":"美光科技","NXPI":"恩智浦","STM":"意法半导体","ARM":"ARM Holdings","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142738737","content_text":"Semiconductor shares slid in morning trading.STMicro stock tumbled over 12%; Arm Holdings fell over 10%; Nvidia dropped over 5%; AMD, Micron fell over 3%.Franco-Italian chipmaker STMicroelectronics cut its full-year revenue guidance for the second time this year on Thursday as industrial customer orders did not improve and automotive demand declined.","news_type":1,"symbols_score_info":{"AMD":1.1,"MU":1.1,"STM":1.1,"NXPI":1.1,"NVDA":1.1,"QCOM":1.1,"ARM":1.1}},"isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331152696766672,"gmtCreate":1721877964603,"gmtModify":1721877967863,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"[Spurting]&nbsp;&nbsp;","listText":"[Spurting]&nbsp;&nbsp;","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331152696766672","repostId":"2454683240","repostType":4,"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329893830209592,"gmtCreate":1721546395054,"gmtModify":1721546402941,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329893830209592","repostId":"2453794212","repostType":2,"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329595966730464,"gmtCreate":1721473424695,"gmtModify":1721473437835,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329595966730464","repostId":"1189307559","repostType":2,"repost":{"id":"1189307559","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":1721442561,"share":"https://ttm.financial/m/news/1189307559?lang=en_US&edition=fundamental","pubTime":"2024-07-20 10:29","market":"us","language":"en","title":"Tesla Earnings Preview: Self-Driving and Energy-Storage Business Could Deliver Surprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1189307559","media":"Tiger Newspress","summary":"Progress in licensing FSD to legacy automakers. Tesla said in its first-quarter earnings call that it was in talks with one major automaker regarding licensing FSD.Updates on robotaxi, Optimus robots, Superchargers, energy business, affordable EVs and hopefully more realistic timelines.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> nears its earnings day with the stock firmly in the black for the year but facing concerns about its robotaxi aspirations, EV demand, and Chief Executive Elon Musk’s deeper wading into politics and divisiveness.</p><p style=\"text-align: start;\">Tesla<strong> </strong>is scheduled to report second-quarter earnings on Tuesday (July 23) after the bell, with a call with analysts to follow at 5:30 p.m. Eastern. The call will be webcast.</p><p>This electric car maker is expected to post quarterly earnings of $0.602 per share in its upcoming report, which represents a year-over-year change of -33.9%. Revenues are expected to be $24.574 billion, down 1.4% from the year-ago quarter, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c3d4b3863f604f52e951e2caf5fd17d\" title=\"\" tg-width=\"1100\" tg-height=\"572\"/></p><h3 id=\"id_3812695580\" style=\"text-align: start;\">Tesla’s Q2 Delivery Numbers</h3><p>Tesla delivered 443,956 electric vehicles in Q2, beating the 439,302 projected by analysts, but nearly 5% below the 466,140 deliveries in the same period last year. However, the numbers were well ahead of the first quarter’s 386,810, and this boosted Tesla shares.</p><p style=\"text-align: start;\">The delivery numbers are the closest proxy for sales disclosed by Tesla. These deliveries are categorized as “Model 3/Y vehicles” and “other vehicles.” However, Tesla does not break down specific numbers for individual models or deliveries by region.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/220640824a9df7b426dd46e5041bb973\" title=\"\" tg-width=\"672\" tg-height=\"193\"/></p><h3 id=\"id_523880030\">Automotive revenue</h3><p>Tesla reports revenues under two segments–automotive, and energy generation and storage revenues. Automotive sales and services constitute a major chunk of its revenues. The company generated $6.0 billion in revenue last year from energy generation and storage, compared with $90.7 billion in revenue from automotive, services and related businesses.</p><p>Tesla’s automotive revenue fell 13% year over year to $17.4 billion in the first quarter of 2024, following a 9% drop in deliveries and a decline in average selling prices. This also contributed to a 9% decline in total revenues to $21.3 billion.</p><p>Tesla also cited seasonality, macroeconomic headwinds, factory shutdowns in Germany and supply disruptions due to Red Sea conflicts, but said, “the second quarter will be a lot better.” With deliveries improving in the second quarter sequentially, revenue is likely to improve from the first quarter, but down year over year.</p><h3 id=\"id_1953642847\" style=\"text-align: start;\">Margin erosion</h3><p style=\"text-align: start;\">Tesla’s price cuts in response to falling sales of electric vehicles amid an industry-wide slowdown, have eroded its margins. Operating margin in the first quarter of 2024 more than halved to 5.5% from 11.4% in the same period last year. This would be a key metric to watch in the second quarter.</p><h3 id=\"id_4121311920\" style=\"text-align: start;\">New Growth Driver: Energy generation and storage margins</h3><p>Strong and growing energy demand amid the AI boom bodes well for Tesla&#39;s energy business, which accounted for 7% of revenue in the first quarter. The business reported a record profit margin of 24.6% with energy storage deployments, the Megapack in particular, reaching an all-time high in the first quarter.</p><p>Megapack is Tesla’s energy storage solution for commercial, industrial, utility and energy generation customers. In the second quarter, Tesla’s storage deployments rose to a record 9.4 GWh (gigawatt hour), more than 2x from the previous quarter. With more than 20% gross margin in the past three quarters, this highly profitable business is poised to be Tesla&#39;s future growth engine. Energy storage deployments and gross margins will be key metrics to watch for this business in the second quarter.</p><h3 id=\"mntl-sc-block_18-0\" style=\"text-align: start;\">Business Spotlight: Robotaxi event delay</h3><p>Bloomberg reported recently that Tesla&#39;s robotaxi event had been delayed to October from Aug. 8 so more prototypes could be produced. Musk said the delay was due to a design change he had requested, and said the extra time could allow Tesla to showcase &#34;a few other things&#34; at the event.</p><p>Delaying the August self-driving day was undoubtedly “disappointing,” but since it was only postponed, once it happens later in the year it is still likely to be a boost for the stock, Cantor Fitzgerald analyst Andres Sheppard said in an interview.</p><p>Besides, new versions of Tesla&#39;s self-driving platforms along with a lower-cost model might also deserve investor attention. In the company&#39;s latest earnings call in April, Musk said Tesla planned to start production on &#34;more affordable&#34; models late this year or in early 2025.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Preview: Self-Driving and Energy-Storage Business Could Deliver Surprises</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Preview: Self-Driving and Energy-Storage Business Could Deliver Surprises\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-20 10:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> nears its earnings day with the stock firmly in the black for the year but facing concerns about its robotaxi aspirations, EV demand, and Chief Executive Elon Musk’s deeper wading into politics and divisiveness.</p><p style=\"text-align: start;\">Tesla<strong> </strong>is scheduled to report second-quarter earnings on Tuesday (July 23) after the bell, with a call with analysts to follow at 5:30 p.m. Eastern. The call will be webcast.</p><p>This electric car maker is expected to post quarterly earnings of $0.602 per share in its upcoming report, which represents a year-over-year change of -33.9%. Revenues are expected to be $24.574 billion, down 1.4% from the year-ago quarter, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c3d4b3863f604f52e951e2caf5fd17d\" title=\"\" tg-width=\"1100\" tg-height=\"572\"/></p><h3 id=\"id_3812695580\" style=\"text-align: start;\">Tesla’s Q2 Delivery Numbers</h3><p>Tesla delivered 443,956 electric vehicles in Q2, beating the 439,302 projected by analysts, but nearly 5% below the 466,140 deliveries in the same period last year. However, the numbers were well ahead of the first quarter’s 386,810, and this boosted Tesla shares.</p><p style=\"text-align: start;\">The delivery numbers are the closest proxy for sales disclosed by Tesla. These deliveries are categorized as “Model 3/Y vehicles” and “other vehicles.” However, Tesla does not break down specific numbers for individual models or deliveries by region.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/220640824a9df7b426dd46e5041bb973\" title=\"\" tg-width=\"672\" tg-height=\"193\"/></p><h3 id=\"id_523880030\">Automotive revenue</h3><p>Tesla reports revenues under two segments–automotive, and energy generation and storage revenues. Automotive sales and services constitute a major chunk of its revenues. The company generated $6.0 billion in revenue last year from energy generation and storage, compared with $90.7 billion in revenue from automotive, services and related businesses.</p><p>Tesla’s automotive revenue fell 13% year over year to $17.4 billion in the first quarter of 2024, following a 9% drop in deliveries and a decline in average selling prices. This also contributed to a 9% decline in total revenues to $21.3 billion.</p><p>Tesla also cited seasonality, macroeconomic headwinds, factory shutdowns in Germany and supply disruptions due to Red Sea conflicts, but said, “the second quarter will be a lot better.” With deliveries improving in the second quarter sequentially, revenue is likely to improve from the first quarter, but down year over year.</p><h3 id=\"id_1953642847\" style=\"text-align: start;\">Margin erosion</h3><p style=\"text-align: start;\">Tesla’s price cuts in response to falling sales of electric vehicles amid an industry-wide slowdown, have eroded its margins. Operating margin in the first quarter of 2024 more than halved to 5.5% from 11.4% in the same period last year. This would be a key metric to watch in the second quarter.</p><h3 id=\"id_4121311920\" style=\"text-align: start;\">New Growth Driver: Energy generation and storage margins</h3><p>Strong and growing energy demand amid the AI boom bodes well for Tesla&#39;s energy business, which accounted for 7% of revenue in the first quarter. The business reported a record profit margin of 24.6% with energy storage deployments, the Megapack in particular, reaching an all-time high in the first quarter.</p><p>Megapack is Tesla’s energy storage solution for commercial, industrial, utility and energy generation customers. In the second quarter, Tesla’s storage deployments rose to a record 9.4 GWh (gigawatt hour), more than 2x from the previous quarter. With more than 20% gross margin in the past three quarters, this highly profitable business is poised to be Tesla&#39;s future growth engine. Energy storage deployments and gross margins will be key metrics to watch for this business in the second quarter.</p><h3 id=\"mntl-sc-block_18-0\" style=\"text-align: start;\">Business Spotlight: Robotaxi event delay</h3><p>Bloomberg reported recently that Tesla&#39;s robotaxi event had been delayed to October from Aug. 8 so more prototypes could be produced. Musk said the delay was due to a design change he had requested, and said the extra time could allow Tesla to showcase &#34;a few other things&#34; at the event.</p><p>Delaying the August self-driving day was undoubtedly “disappointing,” but since it was only postponed, once it happens later in the year it is still likely to be a boost for the stock, Cantor Fitzgerald analyst Andres Sheppard said in an interview.</p><p>Besides, new versions of Tesla&#39;s self-driving platforms along with a lower-cost model might also deserve investor attention. In the company&#39;s latest earnings call in April, Musk said Tesla planned to start production on &#34;more affordable&#34; models late this year or in early 2025.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189307559","content_text":"Tesla nears its earnings day with the stock firmly in the black for the year but facing concerns about its robotaxi aspirations, EV demand, and Chief Executive Elon Musk’s deeper wading into politics and divisiveness.Tesla is scheduled to report second-quarter earnings on Tuesday (July 23) after the bell, with a call with analysts to follow at 5:30 p.m. Eastern. The call will be webcast.This electric car maker is expected to post quarterly earnings of $0.602 per share in its upcoming report, which represents a year-over-year change of -33.9%. Revenues are expected to be $24.574 billion, down 1.4% from the year-ago quarter, according to Bloomberg's unanimous expectations.Tesla’s Q2 Delivery NumbersTesla delivered 443,956 electric vehicles in Q2, beating the 439,302 projected by analysts, but nearly 5% below the 466,140 deliveries in the same period last year. However, the numbers were well ahead of the first quarter’s 386,810, and this boosted Tesla shares.The delivery numbers are the closest proxy for sales disclosed by Tesla. These deliveries are categorized as “Model 3/Y vehicles” and “other vehicles.” However, Tesla does not break down specific numbers for individual models or deliveries by region.Automotive revenueTesla reports revenues under two segments–automotive, and energy generation and storage revenues. Automotive sales and services constitute a major chunk of its revenues. The company generated $6.0 billion in revenue last year from energy generation and storage, compared with $90.7 billion in revenue from automotive, services and related businesses.Tesla’s automotive revenue fell 13% year over year to $17.4 billion in the first quarter of 2024, following a 9% drop in deliveries and a decline in average selling prices. This also contributed to a 9% decline in total revenues to $21.3 billion.Tesla also cited seasonality, macroeconomic headwinds, factory shutdowns in Germany and supply disruptions due to Red Sea conflicts, but said, “the second quarter will be a lot better.” With deliveries improving in the second quarter sequentially, revenue is likely to improve from the first quarter, but down year over year.Margin erosionTesla’s price cuts in response to falling sales of electric vehicles amid an industry-wide slowdown, have eroded its margins. Operating margin in the first quarter of 2024 more than halved to 5.5% from 11.4% in the same period last year. This would be a key metric to watch in the second quarter.New Growth Driver: Energy generation and storage marginsStrong and growing energy demand amid the AI boom bodes well for Tesla's energy business, which accounted for 7% of revenue in the first quarter. The business reported a record profit margin of 24.6% with energy storage deployments, the Megapack in particular, reaching an all-time high in the first quarter.Megapack is Tesla’s energy storage solution for commercial, industrial, utility and energy generation customers. In the second quarter, Tesla’s storage deployments rose to a record 9.4 GWh (gigawatt hour), more than 2x from the previous quarter. With more than 20% gross margin in the past three quarters, this highly profitable business is poised to be Tesla's future growth engine. Energy storage deployments and gross margins will be key metrics to watch for this business in the second quarter.Business Spotlight: Robotaxi event delayBloomberg reported recently that Tesla's robotaxi event had been delayed to October from Aug. 8 so more prototypes could be produced. Musk said the delay was due to a design change he had requested, and said the extra time could allow Tesla to showcase \"a few other things\" at the event.Delaying the August self-driving day was undoubtedly “disappointing,” but since it was only postponed, once it happens later in the year it is still likely to be a boost for the stock, Cantor Fitzgerald analyst Andres Sheppard said in an interview.Besides, new versions of Tesla's self-driving platforms along with a lower-cost model might also deserve investor attention. In the company's latest earnings call in April, Musk said Tesla planned to start production on \"more affordable\" models late this year or in early 2025.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329569545556240,"gmtCreate":1721466981158,"gmtModify":1721466993020,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329569545556240","repostId":"328064350179528","repostType":1,"repost":{"id":328064350179528,"gmtCreate":1721116840354,"gmtModify":1721140802266,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Rising from Adversity: Will You Follow Vance's Stock Picks?","htmlText":"If Trump is elected, Vance will become one of the youngest vice presidents in US history.Young writer, venture capitalist and politician: Vance is the perfect choice!Vance has an impressive resume.The 39-year-old Vance is known for his bestselling memoir, Hillbilly Elegy, which details his upbringing in a poor family. Vance is the true MAGA spirit leader!Read more&gt;&gt;<a href=\"https://ttm.financial/TW/328068053831688\" target=\"_blank\">J.D. Vance, From VC to VP🌟, Why Donald Trump Chose Him? 🤔</a>Hillbilly Elegy: A Memoir of a Family and Culture in CrisisVance previously worked at Mithril Capital, founded by Peter Thiel (founder of <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> and <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>). His experience in","listText":"If Trump is elected, Vance will become one of the youngest vice presidents in US history.Young writer, venture capitalist and politician: Vance is the perfect choice!Vance has an impressive resume.The 39-year-old Vance is known for his bestselling memoir, Hillbilly Elegy, which details his upbringing in a poor family. Vance is the true MAGA spirit leader!Read more&gt;&gt;<a href=\"https://ttm.financial/TW/328068053831688\" target=\"_blank\">J.D. Vance, From VC to VP🌟, Why Donald Trump Chose Him? 🤔</a>Hillbilly Elegy: A Memoir of a Family and Culture in CrisisVance previously worked at Mithril Capital, founded by Peter Thiel (founder of <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> and <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>). His experience in","text":"If Trump is elected, Vance will become one of the youngest vice presidents in US history.Young writer, venture capitalist and politician: Vance is the perfect choice!Vance has an impressive resume.The 39-year-old Vance is known for his bestselling memoir, Hillbilly Elegy, which details his upbringing in a poor family. Vance is the true MAGA spirit leader!Read more>>J.D. Vance, From VC to VP🌟, Why Donald Trump Chose Him? 🤔Hillbilly Elegy: A Memoir of a Family and Culture in CrisisVance previously worked at Mithril Capital, founded by Peter Thiel (founder of $PayPal(PYPL)$ and $Palantir Technologies Inc.(PLTR)$). His experience in","images":[{"img":"https://community-static.tradeup.com/news/af76772bea0a4b9fc87dfaea41483d8c","width":"210","height":"210"},{"img":"https://community-static.tradeup.com/news/8ad353302f7af15928093e246d1af135","width":"1050","height":"701"},{"img":"https://community-static.tradeup.com/news/2b63bd41a1a5956facb133c92bebba01","width":"446","height":"890"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328064350179528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327920320807024,"gmtCreate":1721090669583,"gmtModify":1721090671858,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327920320807024","repostId":"1164444819","repostType":2,"repost":{"id":"1164444819","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":1721057400,"share":"https://ttm.financial/m/news/1164444819?lang=en_US&edition=fundamental","pubTime":"2024-07-15 23:30","market":"us","language":"en","title":"Top Calls on Wall Street | Apple, Tesla, Nvidia, Netflix, Amazon, AMD, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1164444819","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Monday:Morgan Stanley reiterates Apple as overweightMorgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also s","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h2 id=\"id_3977933112\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also said it is a new top pick in place of Dell.</p><p>“Apple is now our Top Pick.”</p><h2 id=\"id_2305377002\" style=\"text-align: start;\">Loop Capital upgrades Apple to buy from hold</h2><p>Loop says Apple can be a “Gen AI base camp” for the next several years.</p><p>“We’re upgrading to Buy and $300 PT as the work of Loop Capital Supply Chain Analyst John Donovan suggests that AAPL has an opportunity [over] the next few years to solidify itself as consumer’s Gen AI ‘base camp’ of choice, just as it did for social media 15 years ago and digital content consumption 20 years ago.”</p><h2 id=\"id_199590088\" style=\"text-align: start;\">Wells Fargo reiterates Tesla as underperform</h2><p>Wells Fargo says Tesla fundamentals remain too “weak.”</p><p>“We maintain our UW on TSLA. While the stock rose ~40% (S&amp;P +4%) over the last month, mostly driven by ‘razzle-dazzle’ headlines as most fundamentals remain weak. We raise our Q2 EPS on deliveries &amp; energy, but lower our FY24E on tariff &amp; pricing.”</p><h2 id=\"id_2952896499\" style=\"text-align: start;\">TD Cowen reiterates Nvidia as buy</h2><p>TD Cowen raised its price target on the dominant maker of artificial intelligence processors to $165 per share from $140.</p><p>“Overall we see a product roadmap indicating a relentless pace of innovation across all aspects of the AI compute stack and reiterate Nvidia as a Top Pick, PT to $165.”</p><h2 id=\"id_2537781152\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p>Morgan Stanley raised its price target on Netflix to $780 per share from $700 before it reports results on Thursday.</p><p>“We expect continued strong results from Netflix heading into 2H24, raise estimates and our PT to $780.”</p><h2 id=\"id_3416507981\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it has “increased clarity” on AI monetization.</p><p>“Our CIO survey results showcase Microsoft’s leading GenAI beneficiary position, but the investor debate on the scale of capex investments versus the magnitude and timing of the GenAI revenue opportunity has risen.”</p><h2 id=\"id_1456375156\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it is bullish heading into Prime Day on Tuesday for Amazon.</p><p>“We estimate Prime Day could generate $13bn in [gross merchandise value].”</p><h2 id=\"id_2905394035\" style=\"text-align: start;\">TD Cowen reiterates Advanced Micro Devices as buy</h2><p>TD Cowen raised its price target on AMD to $210 per share from $200.</p><p>“Over the last 9 months, sentiment has moved (up and down) much more than fundamentals at AMD as Datacenter upside was until now masked by downside in other segments.”</p><h2 id=\"id_1734580468\" style=\"text-align: start;\">Citi downgrades Electronic Arts to neutral from buy</h2><p>Citi downgraded the video game maker mainly on valuation.</p><p>“Since fiscal 4Q24 results, EA’s shares have risen ~15% on optimism around the upcoming release of College Football.”</p><h2 id=\"id_2802640314\" style=\"text-align: start;\">Morgan Stanley downgrades BP to equal weight from overweight</h2><p>Morgan Stanley downgraded the oil major due to “weak earnings.”</p><p>“BP’s disappointing trading update follows several quarters of weak earnings, putting 2025 guidance at risk. We lower our rating back to Equal-weight.”</p><h2 id=\"id_2592857714\" style=\"text-align: start;\">Morgan Stanley downgrades Rocket Lab to equal weight from overweight</h2><p>Morgan Stanley said it sees a “limited catalyst path” for the space company.</p><p>“We downgrade Rocket Lab (RKLB) to EW from OW and lower our PT to $6 from $8 as we see a more limited catalyst path and grow more cautious re: [Department of Defense] Space spend.”</p><h2 id=\"id_2470839442\" style=\"text-align: start;\">Citi downgrades Bank of New York Mellon to neutral from buy</h2><p>Citi downgraded Bank of New York Mellon following earnings and a record-high close, mainly citing valuation.</p><p>“Mgmt. has made great strides towards their medium term targets, and we see stock as fairly valued at 2.5x [tangible book value] and as a result we are downgrading our rating to Neutral.”</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 | Apple, Tesla, Nvidia, Netflix, Amazon, AMD, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street | Apple, Tesla, Nvidia, Netflix, Amazon, AMD, 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\">2024-07-15 23:30</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 Monday:</p><h2 id=\"id_3977933112\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also said it is a new top pick in place of Dell.</p><p>“Apple is now our Top Pick.”</p><h2 id=\"id_2305377002\" style=\"text-align: start;\">Loop Capital upgrades Apple to buy from hold</h2><p>Loop says Apple can be a “Gen AI base camp” for the next several years.</p><p>“We’re upgrading to Buy and $300 PT as the work of Loop Capital Supply Chain Analyst John Donovan suggests that AAPL has an opportunity [over] the next few years to solidify itself as consumer’s Gen AI ‘base camp’ of choice, just as it did for social media 15 years ago and digital content consumption 20 years ago.”</p><h2 id=\"id_199590088\" style=\"text-align: start;\">Wells Fargo reiterates Tesla as underperform</h2><p>Wells Fargo says Tesla fundamentals remain too “weak.”</p><p>“We maintain our UW on TSLA. While the stock rose ~40% (S&amp;P +4%) over the last month, mostly driven by ‘razzle-dazzle’ headlines as most fundamentals remain weak. We raise our Q2 EPS on deliveries &amp; energy, but lower our FY24E on tariff &amp; pricing.”</p><h2 id=\"id_2952896499\" style=\"text-align: start;\">TD Cowen reiterates Nvidia as buy</h2><p>TD Cowen raised its price target on the dominant maker of artificial intelligence processors to $165 per share from $140.</p><p>“Overall we see a product roadmap indicating a relentless pace of innovation across all aspects of the AI compute stack and reiterate Nvidia as a Top Pick, PT to $165.”</p><h2 id=\"id_2537781152\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p>Morgan Stanley raised its price target on Netflix to $780 per share from $700 before it reports results on Thursday.</p><p>“We expect continued strong results from Netflix heading into 2H24, raise estimates and our PT to $780.”</p><h2 id=\"id_3416507981\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it has “increased clarity” on AI monetization.</p><p>“Our CIO survey results showcase Microsoft’s leading GenAI beneficiary position, but the investor debate on the scale of capex investments versus the magnitude and timing of the GenAI revenue opportunity has risen.”</p><h2 id=\"id_1456375156\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it is bullish heading into Prime Day on Tuesday for Amazon.</p><p>“We estimate Prime Day could generate $13bn in [gross merchandise value].”</p><h2 id=\"id_2905394035\" style=\"text-align: start;\">TD Cowen reiterates Advanced Micro Devices as buy</h2><p>TD Cowen raised its price target on AMD to $210 per share from $200.</p><p>“Over the last 9 months, sentiment has moved (up and down) much more than fundamentals at AMD as Datacenter upside was until now masked by downside in other segments.”</p><h2 id=\"id_1734580468\" style=\"text-align: start;\">Citi downgrades Electronic Arts to neutral from buy</h2><p>Citi downgraded the video game maker mainly on valuation.</p><p>“Since fiscal 4Q24 results, EA’s shares have risen ~15% on optimism around the upcoming release of College Football.”</p><h2 id=\"id_2802640314\" style=\"text-align: start;\">Morgan Stanley downgrades BP to equal weight from overweight</h2><p>Morgan Stanley downgraded the oil major due to “weak earnings.”</p><p>“BP’s disappointing trading update follows several quarters of weak earnings, putting 2025 guidance at risk. We lower our rating back to Equal-weight.”</p><h2 id=\"id_2592857714\" style=\"text-align: start;\">Morgan Stanley downgrades Rocket Lab to equal weight from overweight</h2><p>Morgan Stanley said it sees a “limited catalyst path” for the space company.</p><p>“We downgrade Rocket Lab (RKLB) to EW from OW and lower our PT to $6 from $8 as we see a more limited catalyst path and grow more cautious re: [Department of Defense] Space spend.”</p><h2 id=\"id_2470839442\" style=\"text-align: start;\">Citi downgrades Bank of New York Mellon to neutral from buy</h2><p>Citi downgraded Bank of New York Mellon following earnings and a record-high close, mainly citing valuation.</p><p>“Mgmt. has made great strides towards their medium term targets, and we see stock as fairly valued at 2.5x [tangible book value] and as a result we are downgrading our rating to Neutral.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","AMZN":"亚马逊","BP":"英国石油","EA":"艺电","AAPL":"苹果","BK":"纽约梅隆银行","NFLX":"奈飞","RKLB":"Rocket Lab USA, Inc.","MSFT":"微软","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164444819","content_text":"Here are the biggest calls on Wall Street on Monday:Morgan Stanley reiterates Apple as overweightMorgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also said it is a new top pick in place of Dell.“Apple is now our Top Pick.”Loop Capital upgrades Apple to buy from holdLoop says Apple can be a “Gen AI base camp” for the next several years.“We’re upgrading to Buy and $300 PT as the work of Loop Capital Supply Chain Analyst John Donovan suggests that AAPL has an opportunity [over] the next few years to solidify itself as consumer’s Gen AI ‘base camp’ of choice, just as it did for social media 15 years ago and digital content consumption 20 years ago.”Wells Fargo reiterates Tesla as underperformWells Fargo says Tesla fundamentals remain too “weak.”“We maintain our UW on TSLA. While the stock rose ~40% (S&P +4%) over the last month, mostly driven by ‘razzle-dazzle’ headlines as most fundamentals remain weak. We raise our Q2 EPS on deliveries & energy, but lower our FY24E on tariff & pricing.”TD Cowen reiterates Nvidia as buyTD Cowen raised its price target on the dominant maker of artificial intelligence processors to $165 per share from $140.“Overall we see a product roadmap indicating a relentless pace of innovation across all aspects of the AI compute stack and reiterate Nvidia as a Top Pick, PT to $165.”Morgan Stanley reiterates Netflix as overweightMorgan Stanley raised its price target on Netflix to $780 per share from $700 before it reports results on Thursday.“We expect continued strong results from Netflix heading into 2H24, raise estimates and our PT to $780.”Morgan Stanley reiterates Microsoft as overweightMorgan Stanley said it has “increased clarity” on AI monetization.“Our CIO survey results showcase Microsoft’s leading GenAI beneficiary position, but the investor debate on the scale of capex investments versus the magnitude and timing of the GenAI revenue opportunity has risen.”Bank of America reiterates Amazon as buyBank of America said it is bullish heading into Prime Day on Tuesday for Amazon.“We estimate Prime Day could generate $13bn in [gross merchandise value].”TD Cowen reiterates Advanced Micro Devices as buyTD Cowen raised its price target on AMD to $210 per share from $200.“Over the last 9 months, sentiment has moved (up and down) much more than fundamentals at AMD as Datacenter upside was until now masked by downside in other segments.”Citi downgrades Electronic Arts to neutral from buyCiti downgraded the video game maker mainly on valuation.“Since fiscal 4Q24 results, EA’s shares have risen ~15% on optimism around the upcoming release of College Football.”Morgan Stanley downgrades BP to equal weight from overweightMorgan Stanley downgraded the oil major due to “weak earnings.”“BP’s disappointing trading update follows several quarters of weak earnings, putting 2025 guidance at risk. We lower our rating back to Equal-weight.”Morgan Stanley downgrades Rocket Lab to equal weight from overweightMorgan Stanley said it sees a “limited catalyst path” for the space company.“We downgrade Rocket Lab (RKLB) to EW from OW and lower our PT to $6 from $8 as we see a more limited catalyst path and grow more cautious re: [Department of Defense] Space spend.”Citi downgrades Bank of New York Mellon to neutral from buyCiti downgraded Bank of New York Mellon following earnings and a record-high close, mainly citing valuation.“Mgmt. has made great strides towards their medium term targets, and we see stock as fairly valued at 2.5x [tangible book value] and as a result we are downgrading our rating to Neutral.”","news_type":1,"symbols_score_info":{"BP":1.1,"AAPL":1.1,"AMD":1.1,"BK":1.1,"NFLX":1.1,"AMZN":1.1,"RKLB":1.1,"MSFT":1.1,"NVDA":1.1,"EA":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327920236998768,"gmtCreate":1721090649122,"gmtModify":1721090657740,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327920236998768","repostId":"1110884361","repostType":2,"repost":{"id":"1110884361","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":1721032200,"share":"https://ttm.financial/m/news/1110884361?lang=en_US&edition=fundamental","pubTime":"2024-07-15 16:30","market":"us","language":"en","title":"Super Micro Computer Gains Over 2% as It Will Replace Walgreens in Nasdaq-100","url":"https://stock-news.laohu8.com/highlight/detail?id=1110884361","media":"Tiger Newspress","summary":"Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.Super Micro Computer shares gained 2% in premarket trading Monday.Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens  in the Nasdaq-100 Equal Weighted Index on that day.Walgreens , whose stock price has lost more than 60% over the past 12 months, wil","content":"<html><head></head><body><p>Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.</p><p>Super Micro Computer shares gained 2% in premarket trading Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faccc8e36f0b1ea77306f878fd833cf0\" tg-width=\"875\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens (WBA) in the Nasdaq-100 Equal Weighted Index on that day.</p><p style=\"text-align: left;\">Walgreens (WBA), whose stock price has lost more than 60% over the past 12 months, will also be removed from indices such as the Nasdaq-100 Ex-Tech Sector Index and Nasdaq-100 ESG Index on the same date.</p><p style=\"text-align: left;\">Meanwhile, Super Micro, which has rallied over 200% over the past year, along with other tech stocks, will be considered for inclusion in indices such as the Nasdaq-100 Tech Sector Index (NDXT) at the next quarterly rebalancing.</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>Super Micro Computer Gains Over 2% as It Will Replace Walgreens in Nasdaq-100</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer Gains Over 2% as It Will Replace Walgreens in Nasdaq-100\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-15 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.</p><p>Super Micro Computer shares gained 2% in premarket trading Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faccc8e36f0b1ea77306f878fd833cf0\" tg-width=\"875\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens (WBA) in the Nasdaq-100 Equal Weighted Index on that day.</p><p style=\"text-align: left;\">Walgreens (WBA), whose stock price has lost more than 60% over the past 12 months, will also be removed from indices such as the Nasdaq-100 Ex-Tech Sector Index and Nasdaq-100 ESG Index on the same date.</p><p style=\"text-align: left;\">Meanwhile, Super Micro, which has rallied over 200% over the past year, along with other tech stocks, will be considered for inclusion in indices such as the Nasdaq-100 Tech Sector Index (NDXT) at the next quarterly rebalancing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110884361","content_text":"Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.Super Micro Computer shares gained 2% in premarket trading Monday.Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens (WBA) in the Nasdaq-100 Equal Weighted Index on that day.Walgreens (WBA), whose stock price has lost more than 60% over the past 12 months, will also be removed from indices such as the Nasdaq-100 Ex-Tech Sector Index and Nasdaq-100 ESG Index on the same date.Meanwhile, Super Micro, which has rallied over 200% over the past year, along with other tech stocks, will be considered for inclusion in indices such as the Nasdaq-100 Tech Sector Index (NDXT) at the next quarterly rebalancing.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326372103577936,"gmtCreate":1720704782445,"gmtModify":1720769289658,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ My entry before the rally, giving myself a pat on my back[Cool]","images":[{"img":"https://community-static.tradeup.com/news/e10d8b2a4ef76535e290bb7196c86b69","width":"324","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":80,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/326372103577936","isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"Congratulations on your winning trade 💐💐💐","text":"Congratulations on your winning trade 💐💐💐","html":"Congratulations on your winning trade 💐💐💐"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325619985866808,"gmtCreate":1720521113964,"gmtModify":1720521117744,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325619985866808","repostId":"2450508044","repostType":2,"repost":{"id":"2450508044","kind":"highlight","pubTimestamp":1720515907,"share":"https://ttm.financial/m/news/2450508044?lang=en_US&edition=fundamental","pubTime":"2024-07-09 17:05","market":"us","language":"en","title":"3 Reasons Super Micro Computer Stock Is Still a Great AI Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2450508044","media":"InvestorPlace","summary":"The market may have you believe the AI trade of the year is NVDA, but Super Micro Computer stock is outperforming the chipmaker in 2024.","content":"<div>\n<p>Super Micro Computer‘s share price has continued to skyrocket well into 2024, even outpacing AI chip giant Nvidia.A close relationship with Nvidia and critical server hardware products, such as ...</p>\n\n<a href=\"https://investorplace.com/2024/07/3-reasons-super-micro-computer-stock-is-still-a-great-ai-play/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","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>3 Reasons Super Micro Computer Stock Is Still a Great AI Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Super Micro Computer Stock Is Still a Great AI Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-09 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/07/3-reasons-super-micro-computer-stock-is-still-a-great-ai-play/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer‘s share price has continued to skyrocket well into 2024, even outpacing AI chip giant Nvidia.A close relationship with Nvidia and critical server hardware products, such as ...</p>\n\n<a href=\"https://investorplace.com/2024/07/3-reasons-super-micro-computer-stock-is-still-a-great-ai-play/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4551":"寇图资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","LU0079474960.USD":"联博美国增长基金A","BK4141":"半导体产品","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4575":"芯片概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4587":"ChatGPT概念","BK4566":"资本集团","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","SMCI":"超微电脑","LU0109392836.USD":"富兰克林科技股A","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4515":"5G概念","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD"},"source_url":"https://investorplace.com/2024/07/3-reasons-super-micro-computer-stock-is-still-a-great-ai-play/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450508044","content_text":"Super Micro Computer‘s share price has continued to skyrocket well into 2024, even outpacing AI chip giant Nvidia.A close relationship with Nvidia and critical server hardware products, such as cooling systems, have led to the company’s meteoric revenue and earnings growth. Despite a surge in share price, Super Micro Computer stock’s trading multiple doesn’t look stretched and hasplenty of room for multiple expansion. Source: rafapress / Shutterstock.comWhile the market is obsessing over chipmaker Nvidia, there are other semiconductor and hardware companies to look into that have solid exposure to artificial intelligence (AI) technologies. One of them is Super Micro Computer.The hardware firm specializes in various products and equipment for data centers, which have seen in an explosion of growth over the past decade. If you have been reading about the deployment of AI algorithms, data centers are a critical component of that. With that said, below are three reasons SMCI stock remains a great stock play on AI.SMCI’s edge has been to quickly deploy AI productsGenerative artificial intelligence careened into the social zeitgeist in late 2022 with the public release of OpenAI‘s ChatGPT. The power and depth of this generative AI platform and others that spawned after its release incited a rise in investment into AI-enhanced products.To deploy such technologies, however, advanced infrastructure solutions are required. That’s where a relatively small company like Super Micro Computer comes in. Founded in the early 1990s, Super Micro has spent years designing server products and network devices to make data centers efficient nexuses of processing power.Close ties with chipmaker Nvidia have given Super Micro an edge on competitors like Dell and Hewlett Packard in terms of rapid deployment of AI products such as the high-power H100 and H200 GPUs as well as the GPU interconnects they necessitate.Analysts have noted Super Micro’s efficient production capabilities allow it to “manufacture, assemble, test and ship a server” rack in just a few weeks. Market-watchers and analysts also credit the firm with having the “widest” product portfolio, allowing it to quickly service enterprises that leverage new GPUs from Nvidia or its chip-making competitors.To help facilitate power efficiencies for data centers, Super Micro offers best-in-class cooling systems, which help to offset the high temperatures that advanced AI chips tend to reach once in use.The firm’s earnings seasons are marked by strong growthGiven Super Micro’s unparalleled position in its respective end markets, the server hardware firm enjoyed strong earnings growth in recent quarters. The firm’s second-quarter earnings print for fiscal year 2024, ended Dec. 31, reported quarterly revenue of $3.7 billion, representing growth of more than 103% on a year-over-year basis and 73% growth on a sequential basis. Demand for AI computer products as well as Super Micro’s IT solutions propelled the firm’s financial figures to historic heights.Third-quarter results for fiscal year 2024, which ended on March 31, were also astounding. Super Micro reported net sales of $3.8 billion, nearly tripling from the same period in 2023.While there is certainly a customer concentration risk for investors holding SMCI, the company’s unfettered growth is jaw dropping.Despite sizable gains, SMCI has a great trading multipleNow it’s time to run through Super Micro Computer stock’s valuation metrics, and many investors might be surprised. Despite its share price skyrocketing nearly 250% in 2023, SMCI remains relatively undervalued to some other large tech firms, especially AI chipmakers like Nvidia or Advanced Micro Devices. In 2024, SMCI has risen 216%, yet its forward price-to-earnings ratio is around 26.3x forward earnings.In a stock market where technology multiples have become increasingly stretched, Super Micro Computer stock does look like a bargain. With the AI craze unabated, Super Micro’s top-line and earnings growth will likely continue to crush estimates, which could lead to more gains for current shareholders.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325298264379432,"gmtCreate":1720447983506,"gmtModify":1720447985698,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325298264379432","repostId":"325297957732496","repostType":1,"repost":{"id":325297957732496,"gmtCreate":1720447677446,"gmtModify":1720447686886,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; We’ve hit a pivotal moment as SMCI touches the $906.70 and $912.00 key levels. This could be the game-changer you’ve been waiting for!","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; We’ve hit a pivotal moment as SMCI touches the $906.70 and $912.00 key levels. This could be the game-changer you’ve been waiting for!","text":"$SUPER MICRO COMPUTER INC(SMCI)$ We’ve hit a pivotal moment as SMCI touches the $906.70 and $912.00 key levels. This could be the game-changer you’ve been waiting for!","images":[{"img":"https://community-static.tradeup.com/news/c8f4c86666b4681bf6812287621657ba","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/5f78a5f68f84e1637d0aa1513f85ede6","width":"1116","height":"967"},{"img":"https://community-static.tradeup.com/news/9731713e8f53b976cc8210aca2e87e73","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325297957732496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325294296694824,"gmtCreate":1720447014833,"gmtModify":1720447017063,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325294296694824","repostId":"1101959580","repostType":4,"repost":{"id":"1101959580","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":1720446467,"share":"https://ttm.financial/m/news/1101959580?lang=en_US&edition=fundamental","pubTime":"2024-07-08 21:47","market":"us","language":"en","title":"Semiconductor Stocks Gain With Nvidia up 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101959580","media":"Tiger Newspress","summary":"Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.","content":"<html><head></head><body><p>Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db61f2e091a336cb2d0a8e9eed513430\" title=\"\" tg-width=\"310\" tg-height=\"649\"/></p><p>Nvidia was in the spotlight on Monday after investment firm <strong>UBS reiterated its Buy rating and raised its price target</strong>, noting that recent checks indicate that demand for its upcoming Blackwell line is &#34;exceedingly robust.&#34;</p><p>Based on the recent checks into Blackwell, it&#39;s likely that Nvidia could earn roughly $5 per share in 2025 as the order pipeline for NVL72 and NVL36 is &#34;materially larger&#34; than it was just two months as the budgets for the major hyperscalers firm up, analyst Timothy Arcuri said. Arcuri raised his price target to $150 from $120 as a result.</p><p>Morgan Stanley raised its price target for Taiwan Semi (TSM) to NT$1,080.00 from NT$1,180.00 in a note Monday, citing strong demand for artificial intelligence (AI) semiconductors.</p><p style=\"text-align: start;\">The focus, according to Morgan Stanley, should be on &#34;AI semi demand sustainability and TSMC&#39;s wafer pricing trend&#34; during TSMC&#39;s upcoming second-quarter earnings call.</p><p style=\"text-align: start;\">Ahead of the July 18th earnings report, <strong>Morgan Stanley analysts predict TSMC</strong> will raise its full-year revenue growth guidance to 25% year over year, driven by sustained AI demand. They also anticipate an upward revision in TSMC&#39;s third-quarter revenue growth guidance to 13% quarter-on-quarter.</p><p style=\"text-align: start;\">&#34;TSMC&#39;s &#39;hunger marketing&#39; strategy seems to be working,&#34; states the Morgan Stanley note, referring to the company&#39;s successful price negotiation tactics to offset margin pressure. Their recent supply chain checks indicate TSMC is effectively communicating potential supply constraints in 2025, potentially leading to price increases for smartphone and PC wafers of 3-4%.</p><p style=\"text-align: start;\">Confidence in AI demand is another key factor. Morgan Stanley highlights cloud AI customers like Nvidia prepaying for TSMC&#39;s advanced CoWoS packaging in 2025, signifying strong customer confidence. This, along with customer acceptance of higher CoWoS pricing, leads the investment bank to believe a 20% price increase for CoWoS is achievable.</p><p style=\"text-align: start;\">Based on these positive developments, they expect TSMC&#39;s upcoming earnings report to meet market expectations and anticipate &#34;more optimistic wafer pricing and strong SoIC 3D IC demand&#34; in the future.</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>Semiconductor Stocks Gain With Nvidia up 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Gain With Nvidia up 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-08 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db61f2e091a336cb2d0a8e9eed513430\" title=\"\" tg-width=\"310\" tg-height=\"649\"/></p><p>Nvidia was in the spotlight on Monday after investment firm <strong>UBS reiterated its Buy rating and raised its price target</strong>, noting that recent checks indicate that demand for its upcoming Blackwell line is &#34;exceedingly robust.&#34;</p><p>Based on the recent checks into Blackwell, it&#39;s likely that Nvidia could earn roughly $5 per share in 2025 as the order pipeline for NVL72 and NVL36 is &#34;materially larger&#34; than it was just two months as the budgets for the major hyperscalers firm up, analyst Timothy Arcuri said. Arcuri raised his price target to $150 from $120 as a result.</p><p>Morgan Stanley raised its price target for Taiwan Semi (TSM) to NT$1,080.00 from NT$1,180.00 in a note Monday, citing strong demand for artificial intelligence (AI) semiconductors.</p><p style=\"text-align: start;\">The focus, according to Morgan Stanley, should be on &#34;AI semi demand sustainability and TSMC&#39;s wafer pricing trend&#34; during TSMC&#39;s upcoming second-quarter earnings call.</p><p style=\"text-align: start;\">Ahead of the July 18th earnings report, <strong>Morgan Stanley analysts predict TSMC</strong> will raise its full-year revenue growth guidance to 25% year over year, driven by sustained AI demand. They also anticipate an upward revision in TSMC&#39;s third-quarter revenue growth guidance to 13% quarter-on-quarter.</p><p style=\"text-align: start;\">&#34;TSMC&#39;s &#39;hunger marketing&#39; strategy seems to be working,&#34; states the Morgan Stanley note, referring to the company&#39;s successful price negotiation tactics to offset margin pressure. Their recent supply chain checks indicate TSMC is effectively communicating potential supply constraints in 2025, potentially leading to price increases for smartphone and PC wafers of 3-4%.</p><p style=\"text-align: start;\">Confidence in AI demand is another key factor. Morgan Stanley highlights cloud AI customers like Nvidia prepaying for TSMC&#39;s advanced CoWoS packaging in 2025, signifying strong customer confidence. This, along with customer acceptance of higher CoWoS pricing, leads the investment bank to believe a 20% price increase for CoWoS is achievable.</p><p style=\"text-align: start;\">Based on these positive developments, they expect TSMC&#39;s upcoming earnings report to meet market expectations and anticipate &#34;more optimistic wafer pricing and strong SoIC 3D IC demand&#34; in the future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDC":"西部数据","TSM":"台积电","AMD":"美国超微公司","NVDA":"英伟达","QCOM":"高通","LRCX":"拉姆研究","MU":"美光科技","SMCI":"超微电脑","KLAC":"科磊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101959580","content_text":"Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.Nvidia was in the spotlight on Monday after investment firm UBS reiterated its Buy rating and raised its price target, noting that recent checks indicate that demand for its upcoming Blackwell line is \"exceedingly robust.\"Based on the recent checks into Blackwell, it's likely that Nvidia could earn roughly $5 per share in 2025 as the order pipeline for NVL72 and NVL36 is \"materially larger\" than it was just two months as the budgets for the major hyperscalers firm up, analyst Timothy Arcuri said. Arcuri raised his price target to $150 from $120 as a result.Morgan Stanley raised its price target for Taiwan Semi (TSM) to NT$1,080.00 from NT$1,180.00 in a note Monday, citing strong demand for artificial intelligence (AI) semiconductors.The focus, according to Morgan Stanley, should be on \"AI semi demand sustainability and TSMC's wafer pricing trend\" during TSMC's upcoming second-quarter earnings call.Ahead of the July 18th earnings report, Morgan Stanley analysts predict TSMC will raise its full-year revenue growth guidance to 25% year over year, driven by sustained AI demand. They also anticipate an upward revision in TSMC's third-quarter revenue growth guidance to 13% quarter-on-quarter.\"TSMC's 'hunger marketing' strategy seems to be working,\" states the Morgan Stanley note, referring to the company's successful price negotiation tactics to offset margin pressure. Their recent supply chain checks indicate TSMC is effectively communicating potential supply constraints in 2025, potentially leading to price increases for smartphone and PC wafers of 3-4%.Confidence in AI demand is another key factor. Morgan Stanley highlights cloud AI customers like Nvidia prepaying for TSMC's advanced CoWoS packaging in 2025, signifying strong customer confidence. This, along with customer acceptance of higher CoWoS pricing, leads the investment bank to believe a 20% price increase for CoWoS is achievable.Based on these positive developments, they expect TSMC's upcoming earnings report to meet market expectations and anticipate \"more optimistic wafer pricing and strong SoIC 3D IC demand\" in the future.","news_type":1,"symbols_score_info":{"WDC":1.1,"AMD":1.1,"KLAC":1.1,"LRCX":1.1,"MU":1.1,"NVDA":1.1,"QCOM":1.1,"TSM":1.1,"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325174118416392,"gmtCreate":1720417564610,"gmtModify":1720417566384,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325174118416392","repostId":"2449710795","repostType":2,"repost":{"id":"2449710795","kind":"highlight","pubTimestamp":1720417500,"share":"https://ttm.financial/m/news/2449710795?lang=en_US&edition=fundamental","pubTime":"2024-07-08 13:45","market":"us","language":"en","title":"TSMC Shares Soar to Record on Expectations of Tight 2025 Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=2449710795","media":"Bloomberg","summary":"Morgan Stanley, JPMorgan among analysts boosting projectionsOptimism rises heading into company’s second-quarter earningsTaiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei","content":"<div>\n<p>Morgan Stanley, JPMorgan among analysts boosting projectionsOptimism rises heading into company’s second-quarter earningsTaiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-08/tsmc-shares-soar-to-record-as-hunger-marketing-seen-working?srnd=homepage-asia\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Shares Soar to Record on Expectations of Tight 2025 Supply</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Shares Soar to Record on Expectations of Tight 2025 Supply\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-08 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-08/tsmc-shares-soar-to-record-as-hunger-marketing-seen-working?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley, JPMorgan among analysts boosting projectionsOptimism rises heading into company’s second-quarter earningsTaiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-08/tsmc-shares-soar-to-record-as-hunger-marketing-seen-working?srnd=homepage-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0971096721.USD":"富达环球金融服务 A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4581":"高盛持仓","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4532":"文艺复兴科技持仓","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4527":"明星科技股","LU0106831901.USD":"贝莱德世界金融基金A2","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4591":"室温超导概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4127":"投资银行业与经纪业","BK4503":"景林资产持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4505":"高瓴资本持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-08/tsmc-shares-soar-to-record-as-hunger-marketing-seen-working?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2449710795","content_text":"Morgan Stanley, JPMorgan among analysts boosting projectionsOptimism rises heading into company’s second-quarter earningsTaiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei after Morgan Stanley joined a list of brokers boosting price targets on the chipmaker before its earnings.TSMC’s shares jumped as much as 4.5% in Taipei, extending its rally this year to more than 75%. Morgan Stanley raised its target on the stock by about 9%, expecting the chip maker to raise its full-year sales estimate in the earnings announcement next week. The broker also sees TSMC hiking wafer prices due to its strong bargaining power.“TSMC’s ‘hunger marketing’ strategy seems to be working,” Morgan Stanley analysts including Charlie Chan wrote in a note Sunday. “Our latest supply chain checks indicate that TSMC is delivering a message that leading-edge foundry supply could be tight in 2025 and customers may not get sufficient capacity allocation without appreciating TSMC’s value.”JPMorgan analysts including Gokul Hariharan also anticipate the company will raise its revenue guidance in the earnings call.“We expect TSMC to sound more constructive on AI accelerator demand,” he wrote in a note Sunday.Morgan Stanley and JPMorgan joined brokers including Nomura Holdings Inc. and Mizuho Securities Co. in expressing optimism over TSMC leading into its second-quarter results. The maker of the world’s most advanced chips — used by the likes of Apple Inc. and Nvdia Corp. — is expected to report 36% revenue growth from a year earlier, the fastest pace since the last quarter of 2022, according to data compiled by Bloomberg.The earnings optimism pushed the company’s Taipei shares past NT$1,000 (about $31) last week. Its market value based on the American depositary receipts recently briefly surpassed Berkshire Hathaway Inc. to become the eighth-largest company globally, and it now has a market cap of over $950 billion.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":326372103577936,"gmtCreate":1720704782445,"gmtModify":1720769289658,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ My entry before the rally, giving myself a pat on my back[Cool]","images":[{"img":"https://community-static.tradeup.com/news/e10d8b2a4ef76535e290bb7196c86b69","width":"324","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":80,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/326372103577936","isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"Congratulations on your winning trade 💐💐💐","text":"Congratulations on your winning trade 💐💐💐","html":"Congratulations on your winning trade 💐💐💐"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":318182815903808,"gmtCreate":1718715739028,"gmtModify":1718715747499,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/0daaf317f247a6cb0e0d527b1504d6af","width":"648","height":"1088"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318182815903808","isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364153536418032,"gmtCreate":1729914998585,"gmtModify":1729915003406,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","text":"$NVIDIA Corp(NVDA)$ My lowest DCA","images":[{"img":"https://community-static.tradeup.com/news/02fc3bdadab6b4dac40cee83be022575","width":"309","height":"533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364153536418032","isVote":1,"tweetType":1,"viewCount":3040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324240451235968,"gmtCreate":1720189640056,"gmtModify":1720189643706,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324240451235968","repostId":"1193358550","repostType":4,"repost":{"id":"1193358550","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":1720186671,"share":"https://ttm.financial/m/news/1193358550?lang=en_US&edition=fundamental","pubTime":"2024-07-05 21:37","market":"us","language":"en","title":"Semiconductor Stocks Shined in Morning Trading with Arm Rising Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193358550","media":"Tiger Newspress","summary":"Semiconductor stocks shined in morning trading with Arm rising over 3%.","content":"<html><head></head><body><p>Semiconductor stocks shined in morning trading with Arm rising over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0c452efd45d4677fc2fea41dd95406c\" tg-width=\"268\" tg-height=\"535\"/></p><p></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>Semiconductor Stocks Shined in Morning Trading with Arm Rising Over 3%</title>\n<style 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}\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\">\nSemiconductor Stocks Shined in Morning Trading with Arm Rising Over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-05 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks shined in morning trading with Arm rising over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0c452efd45d4677fc2fea41dd95406c\" tg-width=\"268\" tg-height=\"535\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","ARM":"ARM Holdings","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193358550","content_text":"Semiconductor stocks shined in morning trading with Arm rising over 3%.","news_type":1,"symbols_score_info":{"ARM":1.1,"NVDA":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318038434918648,"gmtCreate":1718684688046,"gmtModify":1718684692897,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Co-pilot","listText":"<a href=\"https://ttm.financial/S/NVDA\">$(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Co-pilot","text":"$(NVDA)$ Co-pilot","images":[{"img":"https://community-static.tradeup.com/news/a72e32bdee65a4fd1e73a13e29170541","width":"1604","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318038434918648","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":317452959232296,"gmtCreate":1718542208645,"gmtModify":1718542214941,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317452959232296","repostId":"2443595292","repostType":4,"repost":{"id":"2443595292","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":1718500757,"share":"https://ttm.financial/m/news/2443595292?lang=en_US&edition=fundamental","pubTime":"2024-06-16 09:19","market":"fut","language":"en","title":"As Nvidia Soars, Stock Market's Deflated Laggards Spark Concern","url":"https://stock-news.laohu8.com/highlight/detail?id=2443595292","media":"Dow Jones","summary":"Signs of economic softness may be weighing on stocks outside the AI-fueled tech sector rally. America may love a winner, but it's the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.\"I think at the megacap level, it's really just a momentum story that's been in place this year. I think the bigger story is under the surface,\" Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&P 500 index SPX and Nasdaq Composite COMP. The S&P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.To be clear, it isn't market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rall","content":"<html><head></head><body><p>America may love a winner, but it&#39;s the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.</p><p>&#34;I think at the megacap level, it&#39;s really just a momentum story that&#39;s been in place this year. I think the bigger story is under the surface,&#34; Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.</p><p>That momentum story saw Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, playing catch-up with artificial-intelligence chip maker Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, put on another 9% gain this week. Apple Inc. <a href=\"https://laohu8.com/S/AAPL.UK\">$(AAPL.UK)$</a> rallied over 7% after unveiling its &#34;Apple Intelligence&#34; aspirations, leading it to jockey with Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> for the most-valuable company crown.</p><p>But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&amp;P 500 index SPX and Nasdaq Composite COMP. The S&amp;P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.</p><p>The equalweight version of the S&amp;P 500, which as the name implies gives the same weighting to each of its components, is down 0.4% in June and has gained just 4.4% year to date. The more cyclically oriented and, importantly, price-weighted Dow Jones Industrial Average DJIA also notably lags behind the cap-weighted indexes, down 0.3% in June and up just 2.4% in the year to date.</p><p>The S&amp;P 500 hit record highs despite less than half of members trading above their 50-day moving average, and the five largest stocks accounting for half of the year-to-date gain, noted Mark Hackett, chief of investment research at Nationwide, in a note. Nvidia alone accounted for 32%. Those five stocks now account for a record 27% of the index&#39;s market capitalization, he noted.</p><p>Looking at the average maximum drawdown at the individual member level, the S&amp;P 500 has already reached correction territory at -15%, Schwab&#39;s Gordon noted, while the small-cap Russell 2000 RUTand Nasdaq are well into bear market territory, at -28% and -37%, respectively.</p><p>Indeed, such poor market breadth, or measures of how many stocks are participating in an index&#39;s move, explains why CNN&#39;s Fear and Greed index now stands in &#34;fear&#34; territory, according to analysts at Bespoke Investment Group.</p><p>To be clear, it isn&#39;t market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rallies. Instead, it&#39;s when that handful of stocks are rising and the rest of the market is flailing that concerns begin to rise.</p><p>A similar thing happened in 2021, setting up the 2022 bear market, he noted. While that doesn&#39;t mean history will repeat, investors need to stay vigilant.</p><p>Signs the economy has hit a bit of a &#34;soft patch&#34; help explain the weakness for a broad part of the market, he said. Annualized U.S. gross domestic product growth in the first quarter was revised down to a tepid 1.3% from an initial estimate of 1.6%. While nonfarm payrolls data are running strong, there are signs of a continued post-COVID &#34;normalization&#34; of the labor market. The services sector looks more resilient than manufacturing.</p><p>Such softness may explain why cyclical sectors energy and financials led the S&amp;P 500 to the downside this week, down 2% and 2.3%, respectively.</p><p>Gordon doesn&#39;t look for the bottom to fall out of the economy, but sees the market facing a test.</p><p>The market has gone through a relatively aggressive cost-cutting cycle and is now waiting for revenue growth to kick back in. If that doesn&#39;t happen as breadth breaks down, the market is then vulnerable to a correction, he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Nvidia Soars, Stock Market's Deflated Laggards Spark Concern</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Nvidia Soars, Stock Market's Deflated Laggards Spark Concern\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-16 09:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>America may love a winner, but it&#39;s the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.</p><p>&#34;I think at the megacap level, it&#39;s really just a momentum story that&#39;s been in place this year. I think the bigger story is under the surface,&#34; Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.</p><p>That momentum story saw Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, playing catch-up with artificial-intelligence chip maker Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, put on another 9% gain this week. Apple Inc. <a href=\"https://laohu8.com/S/AAPL.UK\">$(AAPL.UK)$</a> rallied over 7% after unveiling its &#34;Apple Intelligence&#34; aspirations, leading it to jockey with Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> for the most-valuable company crown.</p><p>But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&amp;P 500 index SPX and Nasdaq Composite COMP. The S&amp;P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.</p><p>The equalweight version of the S&amp;P 500, which as the name implies gives the same weighting to each of its components, is down 0.4% in June and has gained just 4.4% year to date. The more cyclically oriented and, importantly, price-weighted Dow Jones Industrial Average DJIA also notably lags behind the cap-weighted indexes, down 0.3% in June and up just 2.4% in the year to date.</p><p>The S&amp;P 500 hit record highs despite less than half of members trading above their 50-day moving average, and the five largest stocks accounting for half of the year-to-date gain, noted Mark Hackett, chief of investment research at Nationwide, in a note. Nvidia alone accounted for 32%. Those five stocks now account for a record 27% of the index&#39;s market capitalization, he noted.</p><p>Looking at the average maximum drawdown at the individual member level, the S&amp;P 500 has already reached correction territory at -15%, Schwab&#39;s Gordon noted, while the small-cap Russell 2000 RUTand Nasdaq are well into bear market territory, at -28% and -37%, respectively.</p><p>Indeed, such poor market breadth, or measures of how many stocks are participating in an index&#39;s move, explains why CNN&#39;s Fear and Greed index now stands in &#34;fear&#34; territory, according to analysts at Bespoke Investment Group.</p><p>To be clear, it isn&#39;t market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rallies. Instead, it&#39;s when that handful of stocks are rising and the rest of the market is flailing that concerns begin to rise.</p><p>A similar thing happened in 2021, setting up the 2022 bear market, he noted. While that doesn&#39;t mean history will repeat, investors need to stay vigilant.</p><p>Signs the economy has hit a bit of a &#34;soft patch&#34; help explain the weakness for a broad part of the market, he said. Annualized U.S. gross domestic product growth in the first quarter was revised down to a tepid 1.3% from an initial estimate of 1.6%. While nonfarm payrolls data are running strong, there are signs of a continued post-COVID &#34;normalization&#34; of the labor market. The services sector looks more resilient than manufacturing.</p><p>Such softness may explain why cyclical sectors energy and financials led the S&amp;P 500 to the downside this week, down 2% and 2.3%, respectively.</p><p>Gordon doesn&#39;t look for the bottom to fall out of the economy, but sees the market facing a test.</p><p>The market has gone through a relatively aggressive cost-cutting cycle and is now waiting for revenue growth to kick back in. If that doesn&#39;t happen as breadth breaks down, the market is then vulnerable to a correction, he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SSO":"2倍做多标普500ETF-ProShares","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4575":"芯片概念","IVV":"标普500ETF-iShares","BK4577":"网络游戏","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","BK4588":"碎股","SPY":"标普500ETF","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4507":"流媒体概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","OEX":"标普100","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","AAPL":"苹果","LU0175139822.USD":"AB FCP I Global Equity Blend A USD",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","NVDA":"英伟达","BK4551":"寇图资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","MSFT":"微软","LU0171293334.USD":"贝莱德英国基金A2","BK4501":"段永平概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","BK4571":"数字音乐概念","SPXU":"三倍做空标普500ETF-ProShares","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","LU0149725797.USD":"汇丰美国股市经济规模基金","OEF":"标普100指数ETF-iShares","BK4576":"AR","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","VOO":"Vanguard标普500ETF","LU0056508442.USD":"贝莱德世界科技基金A2","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4587":"ChatGPT概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443595292","content_text":"America may love a winner, but it's the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.\"I think at the megacap level, it's really just a momentum story that's been in place this year. I think the bigger story is under the surface,\" Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.That momentum story saw Apple Inc. $(AAPL)$, playing catch-up with artificial-intelligence chip maker Nvidia Corp. $(NVDA)$, put on another 9% gain this week. Apple Inc. $(AAPL.UK)$ rallied over 7% after unveiling its \"Apple Intelligence\" aspirations, leading it to jockey with Microsoft Corp. $(MSFT)$ for the most-valuable company crown.But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&P 500 index SPX and Nasdaq Composite COMP. The S&P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.The equalweight version of the S&P 500, which as the name implies gives the same weighting to each of its components, is down 0.4% in June and has gained just 4.4% year to date. The more cyclically oriented and, importantly, price-weighted Dow Jones Industrial Average DJIA also notably lags behind the cap-weighted indexes, down 0.3% in June and up just 2.4% in the year to date.The S&P 500 hit record highs despite less than half of members trading above their 50-day moving average, and the five largest stocks accounting for half of the year-to-date gain, noted Mark Hackett, chief of investment research at Nationwide, in a note. Nvidia alone accounted for 32%. Those five stocks now account for a record 27% of the index's market capitalization, he noted.Looking at the average maximum drawdown at the individual member level, the S&P 500 has already reached correction territory at -15%, Schwab's Gordon noted, while the small-cap Russell 2000 RUTand Nasdaq are well into bear market territory, at -28% and -37%, respectively.Indeed, such poor market breadth, or measures of how many stocks are participating in an index's move, explains why CNN's Fear and Greed index now stands in \"fear\" territory, according to analysts at Bespoke Investment Group.To be clear, it isn't market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rallies. Instead, it's when that handful of stocks are rising and the rest of the market is flailing that concerns begin to rise.A similar thing happened in 2021, setting up the 2022 bear market, he noted. While that doesn't mean history will repeat, investors need to stay vigilant.Signs the economy has hit a bit of a \"soft patch\" help explain the weakness for a broad part of the market, he said. Annualized U.S. gross domestic product growth in the first quarter was revised down to a tepid 1.3% from an initial estimate of 1.6%. While nonfarm payrolls data are running strong, there are signs of a continued post-COVID \"normalization\" of the labor market. The services sector looks more resilient than manufacturing.Such softness may explain why cyclical sectors energy and financials led the S&P 500 to the downside this week, down 2% and 2.3%, respectively.Gordon doesn't look for the bottom to fall out of the economy, but sees the market facing a test.The market has gone through a relatively aggressive cost-cutting cycle and is now waiting for revenue growth to kick back in. If that doesn't happen as breadth breaks down, the market is then vulnerable to a correction, he said.","news_type":1,"symbols_score_info":{"VOO":0.9,"IVV":0.6,"SH":0.6,".SPX":0.6,"UPRO":0.6,"OEF":0.6,"NVDA":1,"MSFT":1,"SDS":0.6,"SPXU":0.6,"SPY":0.9,"SSO":0.6,"ESmain":0.6,"OEX":0.6,"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316803680788736,"gmtCreate":1718363415941,"gmtModify":1718610135081,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Investing in Nvidia: A Strategic Opportunity Nvidia Corporation, a leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, presents a compelling investment opportunity. As the technological landscape evolves, Nvidia is positioned at the forefront of several high-growth sectors, making it a robust candidate for investors looking for long-term value. Here’s why investing in Nvidia could be a strategic move. 1. Dominance in the GPU Market Nvidia’s GPUs are the gold standard in the industry, particularly in gaming, professional visualization, data centers, and automotive markets. The company’s flagship product line, the GeForce RTX series, continues to set benchmarks for performance and innovation. These GPUs are not only critical for high-end gaming but also fo","listText":"Investing in Nvidia: A Strategic Opportunity Nvidia Corporation, a leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, presents a compelling investment opportunity. As the technological landscape evolves, Nvidia is positioned at the forefront of several high-growth sectors, making it a robust candidate for investors looking for long-term value. Here’s why investing in Nvidia could be a strategic move. 1. Dominance in the GPU Market Nvidia’s GPUs are the gold standard in the industry, particularly in gaming, professional visualization, data centers, and automotive markets. The company’s flagship product line, the GeForce RTX series, continues to set benchmarks for performance and innovation. These GPUs are not only critical for high-end gaming but also fo","text":"Investing in Nvidia: A Strategic Opportunity Nvidia Corporation, a leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, presents a compelling investment opportunity. As the technological landscape evolves, Nvidia is positioned at the forefront of several high-growth sectors, making it a robust candidate for investors looking for long-term value. Here’s why investing in Nvidia could be a strategic move. 1. Dominance in the GPU Market Nvidia’s GPUs are the gold standard in the industry, particularly in gaming, professional visualization, data centers, and automotive markets. The company’s flagship product line, the GeForce RTX series, continues to set benchmarks for performance and innovation. These GPUs are not only critical for high-end gaming but also fo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316803680788736","isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475944887791792,"gmtCreate":1757224923674,"gmtModify":1757224927547,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"NVIDIA 👑","listText":"NVIDIA 👑","text":"NVIDIA 👑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/475944887791792","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442407196815872,"gmtCreate":1749040842000,"gmtModify":1749040845495,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Time to charge upwards further away&nbsp;from MSFT","listText":"Time to charge upwards further away&nbsp;from MSFT","text":"Time to charge upwards further away from MSFT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442407196815872","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":442047885897984,"gmtCreate":1748944157635,"gmtModify":1748944162384,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Master got $ incentive?","listText":"Master got $ incentive?","text":"Master got $ incentive?","images":[{"img":"https://community-static.tradeup.com/news/2fb71e0ebbebf0b66bc7928be425db4b","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/442047885897984","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}