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05-11

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Weekly Winners | Insulet Soars 21%; Disney, Microchip Surge 15%; Paycom, Enphase Energy Jump 11%

2024-06-16

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2024-09-13

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A Stock-Market "Harris Trade" Is Starting to Take Shape

2024-07-31

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Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick

08-20

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Crypto Shares Rebound. BIT Mining up Nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%

07-28

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OCBC Investment Research Downgrades CDL To ‘Hold’ After Share Price Rebound

07-14

$SEMBCORP INDUSTRIES LTD(U96.SI)$

06-27

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Post-Bell｜S&P 500, Nasdaq Nearer to Record Closing Highs; Nvidia Rises After Fresh Record; Nvidia Rises After Fresh Record; Cyngn Soars 171%; Core Scientific Surges 33%; BigBear.ai up 21%; SMCI up 6%

06-08

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2024-09-09

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Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway

2024-08-20

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TSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo

2024-08-19

$NVIDIA Corp(NVDA)$

2024-06-19

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Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock

2024-06-14

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Dan Ives Calls It A "Monumental Day" For Tesla, Predicts Trillion Dollar Market Cap

2024-06-03

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Asics Stock Catches Fire Along With Its Dad Sneakers

02-20

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02-04

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Trump's Tariffs and Their Ripple Effect on Singapore's Economy

2024-11-21

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Trump's Return to the White House Is Ushering in a "Stock Picker's Paradise"

2024-09-25

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Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs

2024-09-05

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Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns

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BIT Mining up Nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194616712","media":"Tiger Newspress","summary":"Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.","content":"<html><head></head><body><p>Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a0d90b723139215a97f4d52b07d1b24\" tg-width=\"672\" tg-height=\"435\"/></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>Crypto Shares Rebound. BIT Mining up Nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%</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\">\nCrypto Shares Rebound. BIT Mining up Nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-08-20 16:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a0d90b723139215a97f4d52b07d1b24\" tg-width=\"672\" tg-height=\"435\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","SBET":"SharpLink Gaming"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194616712","content_text":"Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.","news_type":1,"symbols_score_info":{"SBET":1.1,"BMNR":1.1,"BTCM":1.1}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461487498080752,"gmtCreate":1753686034452,"gmtModify":1753686038505,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/461487498080752","repostId":"1139921137","repostType":2,"repost":{"id":"1139921137","kind":"news","pubTimestamp":1753422171,"share":"https://ttm.financial/m/news/1139921137?lang=en_US&edition=fundamental","pubTime":"2025-07-25 13:42","market":"sg","language":"en","title":"OCBC Investment Research Downgrades CDL To ‘Hold’ After Share Price Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1139921137","media":"Edge","summary":"The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has,...","content":"<p>The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has, however, kept its fair value estimate of $6.01, pending CDL’s results release for the 1HFY2025 ended June. CDL will release its results on Aug 13.</p><p>In its July 24 report, the team notes that there have been more positive developments including CDL’s divestment of its 50.1% interest in the South Beach mixed-use integrated development to its joint venture (JV) partner, IOI Properties Group. The stake was divested at an agreed property value of $2.75 billion on a 100% basis, or a 3% premium to the property’s valuation of $2.67 billion as at Dec 31, 2024.</p><p>As such, the team notes that CDL is likely to receive $834.2 million in proceeds, which will allow the group to reduce its gearing and redeploy capital. The proceeds may also result in a special dividend to shareholders, the team suggests.</p>","source":"lsy1655096814160","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>OCBC Investment Research Downgrades CDL To ‘Hold’ After Share Price Rebound</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\">\nOCBC Investment Research Downgrades CDL To ‘Hold’ After Share Price Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-25 13:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/ocbc-investment-research-downgrades-cdl-hold-after-share-price-rebound><strong>Edge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has, ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/ocbc-investment-research-downgrades-cdl-hold-after-share-price-rebound\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C09.SI":"城市发展"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/ocbc-investment-research-downgrades-cdl-hold-after-share-price-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139921137","content_text":"The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has, however, kept its fair value estimate of $6.01, pending CDL’s results release for the 1HFY2025 ended June. CDL will release its results on Aug 13.In its July 24 report, the team notes that there have been more positive developments including CDL’s divestment of its 50.1% interest in the South Beach mixed-use integrated development to its joint venture (JV) partner, IOI Properties Group. The stake was divested at an agreed property value of $2.75 billion on a 100% basis, or a 3% premium to the property’s valuation of $2.67 billion as at Dec 31, 2024.As such, the team notes that CDL is likely to receive $834.2 million in proceeds, which will allow the group to reduce its gearing and redeploy capital. The proceeds may also result in a special dividend to shareholders, the team suggests.","news_type":1,"symbols_score_info":{"C09.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":456597470925136,"gmtCreate":1752481332166,"gmtModify":1752481334535,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a>&nbsp;","text":"$SEMBCORP INDUSTRIES LTD(U96.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/456597470925136","isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450397410742304,"gmtCreate":1750988571930,"gmtModify":1750988575806,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450397410742304","repostId":"1167646791","repostType":2,"repost":{"id":"1167646791","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":1750983459,"share":"https://ttm.financial/m/news/1167646791?lang=en_US&edition=fundamental","pubTime":"2025-06-27 08:17","market":"us","language":"en","title":"Post-Bell｜S&P 500, Nasdaq Nearer to Record Closing Highs; Nvidia Rises After Fresh Record; Nvidia Rises After Fresh Record; Cyngn Soars 171%; Core Scientific Surges 33%; BigBear.ai up 21%; SMCI up 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167646791","media":"Tiger Newspress","summary":"Wall Street closed higher on Thursday, nudging the S&P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to su","content":"<html><head></head><body><p>Wall Street closed higher on Thursday, nudging the S&amp;P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to support the case for the U.S. Federal Reserve lowering borrowing costs this year.</p><p>All three major U.S. stock indexes advanced in a broad rally which placed them on track for weekly gains.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 404.41 points, or 0.94%, to 43,386.84, the S&amp;P 500 gained 48.86 points, or 0.80%, to 6,141.02 and the Nasdaq Composite gained 194.36 points, or 0.97%, to 20,167.91.  <a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> rose 35%;  <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a> up 21%;  <a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a> up 16%;  <a href=\"https://laohu8.com/S/HIMS\">Hims &amp; Hers Health Inc.</a> up 12%;  <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> up 8%;  <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a> up 6%;  <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97a862a2813ec54cdab9f2fcfa07891b\" tg-width=\"560\" tg-height=\"105\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> was up 0.5% to build on its record close from Wednesday. The AI chip maker is the most valuable U.S. company with a market capitalization of $3.78 trillion. Microsoft comes in second at just under $3.7 trillion. Coming into Thursday, Nvidia shares have gained 16% this year.</p><p><a href=\"https://laohu8.com/S/CYN\">Cyngn Inc</a> stock surged 171% on Thursday after the company announced its partnership with Nvidia to showcase its autonomous industrial vehicles at Automatica 2025.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> is in talks to acquire <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, according to people familiar with the matter, after the AI company&#39;s unsuccessful attempt to buy the digital-infrastructure firm about a year ago. Shares of Core Scientific surged more than 33% on Thursday.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, the memory-chip maker, fell 1% even after reporting fiscal third-quarter adjusted earnings that easily topped Wall Street estimates. Total revenue rose 37% to $9.3 billion, exceeding expectations. Revenue attributed to high-bandwidth memory, which is used in AI systems, jumped nearly 50% quarter over quarter. Micron forecast fourth-quarter revenue of $10.4 billion to $11 billion, better than estimates of $9.9 billion.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> rose 0.9% to $144.25, marking a record close. The stock is up 91% this year.</p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  was flat after rising earlier in the session. Shares of the electric-vehicle company fell 0.5% on Wednesday after Tesla sold 13,863 cars in Europe in May, down 28% from a year earlier, while overall EV sales in the region jumped 25%. Benchmark analyst Mickey Legg raised his price target on the stock Thursday to $475 from $350, citing the &#34;successful&#34; launch Sunday of the company&#39;s robo-taxi service.</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>, the cryptocurrency exchange, was up 5.5% after rising 3.1% on Wednesday to $355.37, the stock&#39;s highest close since Nov. 9, 2021, according to Dow Jones Market Data. Coming into Thursday, Coinbase has soared 54% in June, putting it on pace for its best month since November 2024. The company has benefited from Senate passage of the Genius Act, a bill clarifying how stablecoins are regulated.</p><h2 id=\"id_3588777069\">Market News</h2><h3 id=\"id_4253356080\">Market Bets on a More Dovish Fed as Trump Eyes Powell&#39;s Replacement</h3><p>The gulf between where the Federal Reserve projects interest rates will be by the end of 2026 and the more aggressive cutting financial markets expect by then is partly due to the expectation that U.S. central bank chief Jerome Powell will be replaced by somebody more dovish next year, investors said.</p><p>They, however, cautioned against assuming that a change of guard at the Fed would necessarily deliver as much policy easing as markets and U.S. President Donald Trump expect.</p><h3 id=\"id_127209358\" style=\"text-align: start;\">Coinbase Shares Hit First Record Since 2021 on Stablecoin Fervor</h3><p>Coinbase Global Inc. shares closed at the highest level ever, capping off a rally fueled by growing acceptance of the cryptocurrency industry on Wall Street and in Washington.</p><p>The crypto-exchange operator’s stock rose 5.5% on Thursday to $375.07. The previous high was $357.39 in November 2021, just months after the company went public through a direct listing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e56995a5b6a5a6e2e828adb178cb0512\" tg-width=\"960\" tg-height=\"672\"/></p><h3 id=\"id_1966018165\" style=\"text-align: start;\">Nike Tops Low Expectations in FQ4, Signals Bottoming of Headwinds</h3><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>’s fiscal fourth quarter results were better than Wall Street feared and in-line with the company’s own modest expectations thanks to promotional pricing on its popular sneakers, but still “not where we want them to be.”</p><p style=\"text-align: left;\">“As we enter a new fiscal year, we are turning the page, and the next step is aligning our teams to lead with sport through what we are calling the sport offense. This will accelerate our Win Now actions to reposition our business for future growth,&#34; Nike CEO Elliott Hill said in a statement.</p><h3 id=\"id_1961455867\"></h3></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｜S&P 500, Nasdaq Nearer to Record Closing Highs; Nvidia Rises After Fresh Record; Nvidia Rises After Fresh Record; Cyngn Soars 171%; Core Scientific Surges 33%; BigBear.ai up 21%; SMCI up 6%</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\">\nPost-Bell｜S&P 500, Nasdaq Nearer to Record Closing Highs; Nvidia Rises After Fresh Record; Nvidia Rises After Fresh Record; Cyngn Soars 171%; Core Scientific Surges 33%; BigBear.ai up 21%; SMCI up 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-06-27 08:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed higher on Thursday, nudging the S&amp;P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to support the case for the U.S. Federal Reserve lowering borrowing costs this year.</p><p>All three major U.S. stock indexes advanced in a broad rally which placed them on track for weekly gains.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 404.41 points, or 0.94%, to 43,386.84, the S&amp;P 500 gained 48.86 points, or 0.80%, to 6,141.02 and the Nasdaq Composite gained 194.36 points, or 0.97%, to 20,167.91.  <a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> rose 35%;  <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a> up 21%;  <a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a> up 16%;  <a href=\"https://laohu8.com/S/HIMS\">Hims &amp; Hers Health Inc.</a> up 12%;  <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> up 8%;  <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a> up 6%;  <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97a862a2813ec54cdab9f2fcfa07891b\" tg-width=\"560\" tg-height=\"105\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> was up 0.5% to build on its record close from Wednesday. The AI chip maker is the most valuable U.S. company with a market capitalization of $3.78 trillion. Microsoft comes in second at just under $3.7 trillion. Coming into Thursday, Nvidia shares have gained 16% this year.</p><p><a href=\"https://laohu8.com/S/CYN\">Cyngn Inc</a> stock surged 171% on Thursday after the company announced its partnership with Nvidia to showcase its autonomous industrial vehicles at Automatica 2025.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> is in talks to acquire <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, according to people familiar with the matter, after the AI company&#39;s unsuccessful attempt to buy the digital-infrastructure firm about a year ago. Shares of Core Scientific surged more than 33% on Thursday.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, the memory-chip maker, fell 1% even after reporting fiscal third-quarter adjusted earnings that easily topped Wall Street estimates. Total revenue rose 37% to $9.3 billion, exceeding expectations. Revenue attributed to high-bandwidth memory, which is used in AI systems, jumped nearly 50% quarter over quarter. Micron forecast fourth-quarter revenue of $10.4 billion to $11 billion, better than estimates of $9.9 billion.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> rose 0.9% to $144.25, marking a record close. The stock is up 91% this year.</p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  was flat after rising earlier in the session. Shares of the electric-vehicle company fell 0.5% on Wednesday after Tesla sold 13,863 cars in Europe in May, down 28% from a year earlier, while overall EV sales in the region jumped 25%. Benchmark analyst Mickey Legg raised his price target on the stock Thursday to $475 from $350, citing the &#34;successful&#34; launch Sunday of the company&#39;s robo-taxi service.</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>, the cryptocurrency exchange, was up 5.5% after rising 3.1% on Wednesday to $355.37, the stock&#39;s highest close since Nov. 9, 2021, according to Dow Jones Market Data. Coming into Thursday, Coinbase has soared 54% in June, putting it on pace for its best month since November 2024. The company has benefited from Senate passage of the Genius Act, a bill clarifying how stablecoins are regulated.</p><h2 id=\"id_3588777069\">Market News</h2><h3 id=\"id_4253356080\">Market Bets on a More Dovish Fed as Trump Eyes Powell&#39;s Replacement</h3><p>The gulf between where the Federal Reserve projects interest rates will be by the end of 2026 and the more aggressive cutting financial markets expect by then is partly due to the expectation that U.S. central bank chief Jerome Powell will be replaced by somebody more dovish next year, investors said.</p><p>They, however, cautioned against assuming that a change of guard at the Fed would necessarily deliver as much policy easing as markets and U.S. President Donald Trump expect.</p><h3 id=\"id_127209358\" style=\"text-align: start;\">Coinbase Shares Hit First Record Since 2021 on Stablecoin Fervor</h3><p>Coinbase Global Inc. shares closed at the highest level ever, capping off a rally fueled by growing acceptance of the cryptocurrency industry on Wall Street and in Washington.</p><p>The crypto-exchange operator’s stock rose 5.5% on Thursday to $375.07. The previous high was $357.39 in November 2021, just months after the company went public through a direct listing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e56995a5b6a5a6e2e828adb178cb0512\" tg-width=\"960\" tg-height=\"672\"/></p><h3 id=\"id_1966018165\" style=\"text-align: start;\">Nike Tops Low Expectations in FQ4, Signals Bottoming of Headwinds</h3><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>’s fiscal fourth quarter results were better than Wall Street feared and in-line with the company’s own modest expectations thanks to promotional pricing on its popular sneakers, but still “not where we want them to be.”</p><p style=\"text-align: left;\">“As we enter a new fiscal year, we are turning the page, and the next step is aligning our teams to lead with sport through what we are calling the sport offense. This will accelerate our Win Now actions to reposition our business for future growth,&#34; Nike CEO Elliott Hill said in a statement.</p><h3 id=\"id_1961455867\"></h3></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","CORZ":"Core Scientific, Inc.","BBAI":"BigBear.ai Holdings","CYN":"Cyngn Inc",".IXIC":"NASDAQ Composite","SMCI":"超微电脑","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167646791","content_text":"Wall Street closed higher on Thursday, nudging the S&P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to support the case for the U.S. Federal Reserve lowering borrowing costs this year.All three major U.S. stock indexes advanced in a broad rally which placed them on track for weekly gains.Market SnapshotThe Dow Jones Industrial Average rose 404.41 points, or 0.94%, to 43,386.84, the S&P 500 gained 48.86 points, or 0.80%, to 6,141.02 and the Nasdaq Composite gained 194.36 points, or 0.97%, to 20,167.91.  Quantumscape Corp. rose 35%;  BigBear.ai Holdings up 21%;  AeroVironment up 16%;  Hims & Hers Health Inc. up 12%;  Circle Internet Corp. up 8%;  SUPER MICRO COMPUTER INC up 6%;  XPeng Inc. fell 7%.Market MoversNVIDIA was up 0.5% to build on its record close from Wednesday. The AI chip maker is the most valuable U.S. company with a market capitalization of $3.78 trillion. Microsoft comes in second at just under $3.7 trillion. Coming into Thursday, Nvidia shares have gained 16% this year.Cyngn Inc stock surged 171% on Thursday after the company announced its partnership with Nvidia to showcase its autonomous industrial vehicles at Automatica 2025.CoreWeave is in talks to acquire Core Scientific, according to people familiar with the matter, after the AI company's unsuccessful attempt to buy the digital-infrastructure firm about a year ago. Shares of Core Scientific surged more than 33% on Thursday.Micron Technology, the memory-chip maker, fell 1% even after reporting fiscal third-quarter adjusted earnings that easily topped Wall Street estimates. Total revenue rose 37% to $9.3 billion, exceeding expectations. Revenue attributed to high-bandwidth memory, which is used in AI systems, jumped nearly 50% quarter over quarter. Micron forecast fourth-quarter revenue of $10.4 billion to $11 billion, better than estimates of $9.9 billion.Palantir rose 0.9% to $144.25, marking a record close. The stock is up 91% this year. Tesla Motors  was flat after rising earlier in the session. Shares of the electric-vehicle company fell 0.5% on Wednesday after Tesla sold 13,863 cars in Europe in May, down 28% from a year earlier, while overall EV sales in the region jumped 25%. Benchmark analyst Mickey Legg raised his price target on the stock Thursday to $475 from $350, citing the \"successful\" launch Sunday of the company's robo-taxi service.Coinbase, the cryptocurrency exchange, was up 5.5% after rising 3.1% on Wednesday to $355.37, the stock's highest close since Nov. 9, 2021, according to Dow Jones Market Data. Coming into Thursday, Coinbase has soared 54% in June, putting it on pace for its best month since November 2024. The company has benefited from Senate passage of the Genius Act, a bill clarifying how stablecoins are regulated.Market NewsMarket Bets on a More Dovish Fed as Trump Eyes Powell's ReplacementThe gulf between where the Federal Reserve projects interest rates will be by the end of 2026 and the more aggressive cutting financial markets expect by then is partly due to the expectation that U.S. central bank chief Jerome Powell will be replaced by somebody more dovish next year, investors said.They, however, cautioned against assuming that a change of guard at the Fed would necessarily deliver as much policy easing as markets and U.S. President Donald Trump expect.Coinbase Shares Hit First Record Since 2021 on Stablecoin FervorCoinbase Global Inc. shares closed at the highest level ever, capping off a rally fueled by growing acceptance of the cryptocurrency industry on Wall Street and in Washington.The crypto-exchange operator’s stock rose 5.5% on Thursday to $375.07. The previous high was $357.39 in November 2021, just months after the company went public through a direct listing.Nike Tops Low Expectations in FQ4, Signals Bottoming of HeadwindsNike’s fiscal fourth quarter results were better than Wall Street feared and in-line with the company’s own modest expectations thanks to promotional pricing on its popular sneakers, but still “not where we want them to be.”“As we enter a new fiscal year, we are turning the page, and the next step is aligning our teams to lead with sport through what we are calling the sport offense. This will accelerate our Win Now actions to reposition our business for future growth,\" Nike CEO Elliott Hill said in a statement.","news_type":1,"symbols_score_info":{"CORZ":1.1,".SPX":1.1,"CYN":1.1,".IXIC":1.1,"NVDA":1.1,"SMCI":1.1,"BBAI":1.1}},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443613563650704,"gmtCreate":1749326299338,"gmtModify":1749326303118,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443613563650704","repostId":"2541833062","repostType":2,"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":433941119652160,"gmtCreate":1746948112026,"gmtModify":1746948115717,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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/433941119652160","repostId":"1109337933","repostType":2,"repost":{"id":"1109337933","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":1746943371,"share":"https://ttm.financial/m/news/1109337933?lang=en_US&edition=fundamental","pubTime":"2025-05-11 14:02","market":"us","language":"en","title":"Weekly Winners | Insulet Soars 21%; Disney, Microchip Surge 15%; Paycom, Enphase Energy Jump 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109337933","media":"Tiger Newspress","summary":"This week, which stocks lagged or dragged?","content":"<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p></blockquote><p>Below are the top 10 S&amp;P 500 stock gainers for the week ended May 9:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd0372de9662f7b933efff00cdb3d1d7\" title=\"\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_2625992652\">Insulet Stock Soars To A High After Robust Earnings; This Customer Management Name Pops</h3><p><a href=\"https://laohu8.com/S/PODD\">Insulet</a> stock surged around 21% on Friday.</p><p>The medical device maker topped first-quarter profit and sales estimates late Thursday. It also raised its second-quarter and full-year 2025 revenue guidance, both above forecasts.</p><p>Its first quarter earnings increased 67% on 29% sales growth. Projections show quarterly sales rising an average 17% over the next four quarters. Meanwhile, full-year 2025 earnings forecasts call for a 30% rise, followed by a 24% increase in 2026.</p><h3 id=\"article-heading_1-0\" style=\"text-align: start;\">Microchip Stock Jumps as Analysts Raise Price Targets on Strong Outlook</h3><p><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> shares surged Friday after the struggling chipmaker issued a better-than-expected forecast, and several analysts raised their price targets for the stock. </p><p>The company said it anticipates fiscal first-quarter revenue of $1.02 billion to $1.07 billion and adjusted earnings per share of 18 cents to 26 cents, exceeding analysts&#39; projections.</p><p>“It looks like the bottom has finally been hit,” Jefferies analysts said following the results, adding, “we see the potential for a sharp snap back in the next couple of quarters” after the company posted a steep revenue decline in the fourth quarter. The analysts maintained a &#34;buy&#34; rating and price target of $70. </p><p>Citi analysts, which raised their target to $55 from $50, said, “when the economy eventually recovers, Microchip should have the strongest bounce in fundamentals given the steep decline in revenue.” Meanwhile, Bank of America raised its target to $56 from $44 and upgraded the stock to “neutral” from “underperform.”</p><h3 id=\"id_2697983029\" style=\"text-align: start;\">Disney Stock Jumps on Strong Results, Abu Dhabi Park Announcement</h3><p>Shares of The <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> surged Wednesday after the media and entertainment giant&#39;s fiscal second-quarter results came in better than analysts had expected.</p><p>Disney reported adjusted earnings per share (EPS) of $1.45 on revenue of $23.62 billion. Analysts had expected $1.20 and $23.17 billion, respectively.</p><p>&#34;Following an excellent first half of the fiscal year, we have a lot more to look forward to, including our upcoming theatrical slate, the launch of ESPN’s new DTC offering, and an unprecedented number of expansion projects underway in our Experiences segment,&#34; CEO Bob Iger said. &#34;Overall, we remain optimistic about the direction of the company and our outlook for the remainder of the fiscal year.&#34;</p><p>Separately on Wednesday, Disney announced a partnership with Abu Dhabi-based developer Miral to build its seventh theme park on Yas Island in the capital of the United Arab Emirates. The companies said that Disney will lead the creative efforts, while the resort will be built and operated by Miral.</p><h3 id=\"id_579974419\" style=\"text-align: start;\">Enphase Energy’s Stock Soars Amid Product Innovations</h3><p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> has experienced a notable stock price increase of 11% over the past week.</p><p>The company has been proactive in expanding its product offerings, which has contributed to the positive market sentiment. Enphase Energy recently launched new software that allows homeowners to upgrade their solar systems with the latest IQ8 Microinverters, enhancing solar capacity. Additionally, the introduction of the IQ Balcony Solar System in Germany provides an innovative solution for generating clean energy in limited spaces, further boosting investor confidence.</p><p>Enphase Energy’s commitment to expanding its manufacturing capabilities in the U.S. has also played a role in its stock price surge. The company has shipped over 6.5 million IQ Microinverters and 50 MWh of IQ Batteries, with a significant portion featuring higher domestic content. This strategic move not only supports the company’s growth but also aligns with incentives like the Domestic Content Bonus Credit, making Enphase Energy an attractive option for investors looking for growth in the renewable energy sector.</p><h3 id=\"id_495646215\" style=\"text-align: start;\">Paycom Stock Gains as Q1 Earnings and Revenues Beat Estimates</h3><p><a href=\"https://laohu8.com/S/PAYC\">Paycom</a> shares gained 9% on Thursday after the company reported better-than-expected first-quarter 2025 results. The online payroll and human resource technology provider reported non-GAAP earnings of $2.80 per share, which beat the Zacks Consensus Estimate of $2.60.</p><p>Moreover, the bottom line increased 8% year over year, mainly driven by higher revenues, operating efficiency and lower share counts. Paycom has an impressive earnings surprise history. It beat on earnings in each of the trailing four quarters, the average surprise being 7.5%.</p><p>Paycom reported revenues of $530.5 million, which outpaced the consensus mark of $525.6 million. The top line increased 6.1% year over year, primarily benefiting from increased sales momentum, international expansion and artificial intelligence (AI) integration in its products.</p><p></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>Weekly Winners | Insulet Soars 21%; Disney, Microchip Surge 15%; Paycom, Enphase Energy Jump 11%</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\">\nWeekly Winners | Insulet Soars 21%; Disney, Microchip Surge 15%; Paycom, Enphase Energy Jump 11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-05-11 14:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p></blockquote><p>Below are the top 10 S&amp;P 500 stock gainers for the week ended May 9:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd0372de9662f7b933efff00cdb3d1d7\" title=\"\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_2625992652\">Insulet Stock Soars To A High After Robust Earnings; This Customer Management Name Pops</h3><p><a href=\"https://laohu8.com/S/PODD\">Insulet</a> stock surged around 21% on Friday.</p><p>The medical device maker topped first-quarter profit and sales estimates late Thursday. It also raised its second-quarter and full-year 2025 revenue guidance, both above forecasts.</p><p>Its first quarter earnings increased 67% on 29% sales growth. Projections show quarterly sales rising an average 17% over the next four quarters. Meanwhile, full-year 2025 earnings forecasts call for a 30% rise, followed by a 24% increase in 2026.</p><h3 id=\"article-heading_1-0\" style=\"text-align: start;\">Microchip Stock Jumps as Analysts Raise Price Targets on Strong Outlook</h3><p><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> shares surged Friday after the struggling chipmaker issued a better-than-expected forecast, and several analysts raised their price targets for the stock. </p><p>The company said it anticipates fiscal first-quarter revenue of $1.02 billion to $1.07 billion and adjusted earnings per share of 18 cents to 26 cents, exceeding analysts&#39; projections.</p><p>“It looks like the bottom has finally been hit,” Jefferies analysts said following the results, adding, “we see the potential for a sharp snap back in the next couple of quarters” after the company posted a steep revenue decline in the fourth quarter. The analysts maintained a &#34;buy&#34; rating and price target of $70. </p><p>Citi analysts, which raised their target to $55 from $50, said, “when the economy eventually recovers, Microchip should have the strongest bounce in fundamentals given the steep decline in revenue.” Meanwhile, Bank of America raised its target to $56 from $44 and upgraded the stock to “neutral” from “underperform.”</p><h3 id=\"id_2697983029\" style=\"text-align: start;\">Disney Stock Jumps on Strong Results, Abu Dhabi Park Announcement</h3><p>Shares of The <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> surged Wednesday after the media and entertainment giant&#39;s fiscal second-quarter results came in better than analysts had expected.</p><p>Disney reported adjusted earnings per share (EPS) of $1.45 on revenue of $23.62 billion. Analysts had expected $1.20 and $23.17 billion, respectively.</p><p>&#34;Following an excellent first half of the fiscal year, we have a lot more to look forward to, including our upcoming theatrical slate, the launch of ESPN’s new DTC offering, and an unprecedented number of expansion projects underway in our Experiences segment,&#34; CEO Bob Iger said. &#34;Overall, we remain optimistic about the direction of the company and our outlook for the remainder of the fiscal year.&#34;</p><p>Separately on Wednesday, Disney announced a partnership with Abu Dhabi-based developer Miral to build its seventh theme park on Yas Island in the capital of the United Arab Emirates. The companies said that Disney will lead the creative efforts, while the resort will be built and operated by Miral.</p><h3 id=\"id_579974419\" style=\"text-align: start;\">Enphase Energy’s Stock Soars Amid Product Innovations</h3><p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> has experienced a notable stock price increase of 11% over the past week.</p><p>The company has been proactive in expanding its product offerings, which has contributed to the positive market sentiment. Enphase Energy recently launched new software that allows homeowners to upgrade their solar systems with the latest IQ8 Microinverters, enhancing solar capacity. Additionally, the introduction of the IQ Balcony Solar System in Germany provides an innovative solution for generating clean energy in limited spaces, further boosting investor confidence.</p><p>Enphase Energy’s commitment to expanding its manufacturing capabilities in the U.S. has also played a role in its stock price surge. The company has shipped over 6.5 million IQ Microinverters and 50 MWh of IQ Batteries, with a significant portion featuring higher domestic content. This strategic move not only supports the company’s growth but also aligns with incentives like the Domestic Content Bonus Credit, making Enphase Energy an attractive option for investors looking for growth in the renewable energy sector.</p><h3 id=\"id_495646215\" style=\"text-align: start;\">Paycom Stock Gains as Q1 Earnings and Revenues Beat Estimates</h3><p><a href=\"https://laohu8.com/S/PAYC\">Paycom</a> shares gained 9% on Thursday after the company reported better-than-expected first-quarter 2025 results. The online payroll and human resource technology provider reported non-GAAP earnings of $2.80 per share, which beat the Zacks Consensus Estimate of $2.60.</p><p>Moreover, the bottom line increased 8% year over year, mainly driven by higher revenues, operating efficiency and lower share counts. Paycom has an impressive earnings surprise history. It beat on earnings in each of the trailing four quarters, the average surprise being 7.5%.</p><p>Paycom reported revenues of $530.5 million, which outpaced the consensus mark of $525.6 million. The top line increased 6.1% year over year, primarily benefiting from increased sales momentum, international expansion and artificial intelligence (AI) integration in its products.</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","PODD":"银休特","MCHP":"微芯科技","CRL":"查尔斯河","GEN":"GEN DIGITAL INC","PAYC":"Paycom Software, Inc.","ROK":"罗克韦尔自动化","ENPH":"Enphase Energy","EPAM":"Epam Systems","CEG":"Constellation Energy Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109337933","content_text":"This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.Below are the top 10 S&P 500 stock gainers for the week ended May 9:Insulet Stock Soars To A High After Robust Earnings; This Customer Management Name PopsInsulet stock surged around 21% on Friday.The medical device maker topped first-quarter profit and sales estimates late Thursday. It also raised its second-quarter and full-year 2025 revenue guidance, both above forecasts.Its first quarter earnings increased 67% on 29% sales growth. Projections show quarterly sales rising an average 17% over the next four quarters. Meanwhile, full-year 2025 earnings forecasts call for a 30% rise, followed by a 24% increase in 2026.Microchip Stock Jumps as Analysts Raise Price Targets on Strong OutlookMicrochip Technology shares surged Friday after the struggling chipmaker issued a better-than-expected forecast, and several analysts raised their price targets for the stock. The company said it anticipates fiscal first-quarter revenue of $1.02 billion to $1.07 billion and adjusted earnings per share of 18 cents to 26 cents, exceeding analysts' projections.“It looks like the bottom has finally been hit,” Jefferies analysts said following the results, adding, “we see the potential for a sharp snap back in the next couple of quarters” after the company posted a steep revenue decline in the fourth quarter. The analysts maintained a \"buy\" rating and price target of $70. Citi analysts, which raised their target to $55 from $50, said, “when the economy eventually recovers, Microchip should have the strongest bounce in fundamentals given the steep decline in revenue.” Meanwhile, Bank of America raised its target to $56 from $44 and upgraded the stock to “neutral” from “underperform.”Disney Stock Jumps on Strong Results, Abu Dhabi Park AnnouncementShares of The Walt Disney surged Wednesday after the media and entertainment giant's fiscal second-quarter results came in better than analysts had expected.Disney reported adjusted earnings per share (EPS) of $1.45 on revenue of $23.62 billion. Analysts had expected $1.20 and $23.17 billion, respectively.\"Following an excellent first half of the fiscal year, we have a lot more to look forward to, including our upcoming theatrical slate, the launch of ESPN’s new DTC offering, and an unprecedented number of expansion projects underway in our Experiences segment,\" CEO Bob Iger said. \"Overall, we remain optimistic about the direction of the company and our outlook for the remainder of the fiscal year.\"Separately on Wednesday, Disney announced a partnership with Abu Dhabi-based developer Miral to build its seventh theme park on Yas Island in the capital of the United Arab Emirates. The companies said that Disney will lead the creative efforts, while the resort will be built and operated by Miral.Enphase Energy’s Stock Soars Amid Product InnovationsEnphase Energy has experienced a notable stock price increase of 11% over the past week.The company has been proactive in expanding its product offerings, which has contributed to the positive market sentiment. Enphase Energy recently launched new software that allows homeowners to upgrade their solar systems with the latest IQ8 Microinverters, enhancing solar capacity. Additionally, the introduction of the IQ Balcony Solar System in Germany provides an innovative solution for generating clean energy in limited spaces, further boosting investor confidence.Enphase Energy’s commitment to expanding its manufacturing capabilities in the U.S. has also played a role in its stock price surge. The company has shipped over 6.5 million IQ Microinverters and 50 MWh of IQ Batteries, with a significant portion featuring higher domestic content. This strategic move not only supports the company’s growth but also aligns with incentives like the Domestic Content Bonus Credit, making Enphase Energy an attractive option for investors looking for growth in the renewable energy sector.Paycom Stock Gains as Q1 Earnings and Revenues Beat EstimatesPaycom shares gained 9% on Thursday after the company reported better-than-expected first-quarter 2025 results. The online payroll and human resource technology provider reported non-GAAP earnings of $2.80 per share, which beat the Zacks Consensus Estimate of $2.60.Moreover, the bottom line increased 8% year over year, mainly driven by higher revenues, operating efficiency and lower share counts. Paycom has an impressive earnings surprise history. It beat on earnings in each of the trailing four quarters, the average surprise being 7.5%.Paycom reported revenues of $530.5 million, which outpaced the consensus mark of $525.6 million. The top line increased 6.1% year over year, primarily benefiting from increased sales momentum, international expansion and artificial intelligence (AI) integration in its products.","news_type":1,"symbols_score_info":{"DIS":1.1,"GEN":1.1,"PAYC":1.1,"CEG":1.1,"PODD":1.1,"ROK":1.1,"MCHP":1.1,"CRL":1.1,"EPAM":1.1,"ENPH":1.1}},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405429899977064,"gmtCreate":1740020843368,"gmtModify":1740020845675,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405429899977064","repostId":"2512299436","repostType":2,"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399867798237400,"gmtCreate":1738649106483,"gmtModify":1738649110149,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399867798237400","repostId":"1100823438","repostType":2,"repost":{"id":"1100823438","kind":"news","pubTimestamp":1738648200,"share":"https://ttm.financial/m/news/1100823438?lang=en_US&edition=fundamental","pubTime":"2025-02-04 13:50","market":"sg","language":"en","title":"Trump's Tariffs and Their Ripple Effect on Singapore's Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1100823438","media":"CNA","summary":"Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024.S","content":"<div>\n<p>Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024....</p>\n\n<a href=\"https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021\">Source Link</a>\n\n</div>\n","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump's Tariffs and Their Ripple Effect on Singapore's Economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump's Tariffs and Their Ripple Effect on Singapore's Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-04 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024....</p>\n\n<a href=\"https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100823438","content_text":"Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024.Singapore’s open, trade-dependent economy could face slower growth and weaker business sentiment, even though it is not directly targeted by the latest US tariffs announced over the weekend.Analysts said on Monday (Feb 3) that the 10 per cent tariffs on Chinese goods will have a greater impact on Singapore than the 25 per cent tariffs on Canadian and Mexican imports.US President Donald Trump announced on Saturday that these tariffs would remain in place until a national emergency over the drug fentanyl and illegal immigration to the US is resolved. However, the White House did not clarify what specific actions the three affected countries would need to take.While President Trump has previously threatened tariffs, some were surprised by how quickly he implemented them.Mr Mansoor Mohi-uddin, chief economist at the Bank of Singapore, said many had expected “lengthy negotiations” between the US and its key trading partners in the first few months of the year.“The consensus was that expected US tariffs would only threaten the economic outlook in the second half of 2025,” he said.DAMPENING EXPORTSGiven Singapore’s small size and high dependence on trade, its economy has limited options if US tariffs slow global trade and growth, analysts said.Reduced US imports would likely dampen Singapore's export growth, according to Mr Ray Farris, chief economist at Eastspring Investments. The uncertainty surrounding global trade could also weaken business sentiment.Ms Sheana Yue, an economist at Oxford Economics, pointed out that business investment in Singapore is closely linked to exports.“We suspect business sentiment will sour over the coming quarters,” she said.However, she does not expect a severe slowdown. “Our modelling suggests GDP will slow by only 0.4 per cent from our baseline in Q1 2026,” she added.Mr Brian Lee, an economist at Maybank Securities, highlighted that Singapore's outlook is supported by easing monetary conditions, the construction of major infrastructure projects and an expected “generous election Budget”.Singapore’s Budget statement will be delivered on Feb 18, and the General Election must be held by Nov 23.“We are projecting 2025 GDP growth slowing to 2.6 per cent from the 4 per cent flash estimate in 2024 – our forecast lies at the upper end of MTI’s 1 per cent – 3 per cent range,” he said.TARIFFS ON CHINA TO HAVE BIGGER IMPACTChina, one of Singapore’s largest trading partners, is expected to feel the brunt of US tariffs, which will in turn affect Singapore. North American trade is largely contained within the US, Canada and Mexico, said Mr Mohi-uddin, whereas a drop in China's exports to the US could reduce Chinese demand for goods and services from the rest of Asia.Ms Yue said Singapore’s trade volume with China is 20 times larger than its combined trade volume with Canada and Mexico. As Singapore’s other trade partners also have strong ties with China, the ripple effects could be significant. “The US is also likely to scrutinise Singapore’s relationship with China, especially following news of Nvidia chips being procured illegally by DeepSeek in Singapore,” she added.WHAT IF THE TRADE WAR WIDENS?While President Trump has “fired the starting gun” on a broader trade war, Mr Mohi-uddin suggested that the US may still negotiate fresh agreements with its trading partners, potentially avoiding a prolonged conflict.However, Ms Yue believes a trade war has already begun, as Canada and Mexico have announced retaliatory tariffs on US goods.“If tariffs are widened, the key impact on Singapore will be a hit to exports,” she said, adding that investment decisions and economic growth would also be affected.Mr Farris of Eastspring Investments said that if the US imposes tariffs on Southeast Asian countries where Chinese companies have relocated operations, Singapore could feel the impact as it services these exports.“This certainly feels like the beginning of a new period of trade tension,” he said. “If it escalates and sustains it will depress global trade which will clearly hurt Singapore.”","news_type":1,"symbols_score_info":{"STI.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373246904090888,"gmtCreate":1732170216496,"gmtModify":1732170220014,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373246904090888","repostId":"2485149451","repostType":2,"repost":{"id":"2485149451","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":1732154886,"share":"https://ttm.financial/m/news/2485149451?lang=en_US&edition=fundamental","pubTime":"2024-11-21 10:08","market":"us","language":"en","title":"Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2485149451","media":"Dow Jones","summary":"Active investors could see more opportunities during a second Trump administration. The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of","content":"<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-21 10:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"Strategy","BK4504":"桥水持仓","BK4592":"伊斯兰概念","SPXU":"三倍做空标普500ETF-ProShares","BK4596":"哈里斯概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SSO":"2倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SDOW":"三倍做空道指30ETF-ProShares","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IVV":"标普500ETF-iShares","OEX":"标普100","SPY":"标普500ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","UPRO":"三倍做多标普500ETF-ProShares","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC",".DJI":"道琼斯","VOO":"Vanguard标普500ETF","OEF":"标普100指数ETF-iShares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4511":"特斯拉概念","DXD":"两倍做空道琼30指数ETF-ProShares","TSLA":"特斯拉","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","DDM":"2倍做多道指ETF-ProShares","LU0823414478.USD":"法巴经典能源转换基金","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","DOG":"道指ETF-ProShares做空","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485149451","content_text":"The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump's surprise victory in 2016 to glean some insights into how things might play out this time around.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.So far, movements across markets following Trump's latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. $(TSLA)$ and cryptocurrency stocks like MicroStrategy Inc. $(MSTR.AU)$.Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.Major indexes like the S&P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso $(USDMXN.FOREX)$ tanked.But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.Many active managers have historically struggled to outperform benchmarks like the S&P 500, although there have been signs recently that their fortunes might be improving.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of U.S. index investment strategy.Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors' money and attention in 2023.But Trump's heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.\"We think this makes sense as policy shifts during Trump's first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,\" Venu Krishna, the bank's head of U.S. equity strategy, said in a report shared with MarketWatch.There were signs that a stock picker's market was already starting to take shape before Trump's victory on Nov. 5.Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.These are all signs that stocks are generating more \"alpha\" as moves in individual names increasingly exceed what's taking place in the broader market. By BofA's count, idiosyncratic moves in stocks have risen to near-record highs lately.The result? A \"stock picker's paradise,\" the BofA team said.Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.","news_type":1,"symbols_score_info":{".DJI":0.8,"MSTR":0.9,".SPX":0.6,"IVV":0.6,"UDOW":0.6,"TSLA":0.9,"DJX":0.6,"OEX":0.6,"OEF":0.6,"DXD":0.6,"DOG":0.6,"DDM":0.6,"SH":0.6,"SDS":0.6,"UPRO":0.6,"SSO":0.6,"SDOW":0.6,"SPY":0.9,"VOO":0.9,"SPXU":0.6,"ESmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353218862592208,"gmtCreate":1727242251857,"gmtModify":1727242255270,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353218862592208","repostId":"1127372415","repostType":2,"repost":{"id":"1127372415","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1727235417,"share":"https://ttm.financial/m/news/1127372415?lang=en_US&edition=fundamental","pubTime":"2024-09-25 11:36","market":"us","language":"en","title":"Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1127372415","media":"Benzinga","summary":"Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability","content":"<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-09-25 11:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127372415","content_text":"Hitachi Rail subsidiary of Hitachi has announced the integration of NVIDIA Corp technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.What Happened: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company's existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.Why It Matters: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.Price Action: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348765194641648,"gmtCreate":1726166215782,"gmtModify":1726166219401,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348765194641648","repostId":"2466627845","repostType":2,"repost":{"id":"2466627845","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":1726153291,"share":"https://ttm.financial/m/news/2466627845?lang=en_US&edition=fundamental","pubTime":"2024-09-12 23:01","market":"sg","language":"en","title":"A Stock-Market \"Harris Trade\" Is Starting to Take Shape","url":"https://stock-news.laohu8.com/highlight/detail?id=2466627845","media":"Dow Jones","summary":"Although they have struggled under Biden, solar stocks appeared to get a boost following Kamala Harris's debate performance. The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices  tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp.  and private-prisons company Geo Group Inc.  fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" e","content":"<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</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>A Stock-Market \"Harris Trade\" Is Starting to Take Shape</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\">\nA Stock-Market \"Harris Trade\" Is Starting to Take Shape\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-12 23:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1917777945.USD":"安联专题基金Cl AT Acc","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4084":"特种房地产投资信托","ICLN":"iShares S&P Global Clean Energy","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4503":"景林资产持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4165":"安全和报警服务","BK4587":"ChatGPT概念","FSLR":"第一太阳能","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4592":"伊斯兰概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4579":"人工智能","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","TAN":"太阳能ETF-Guggenheim","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466627845","content_text":"The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp. $(DJT)$ and private-prisons company Geo Group Inc. $(GEO)$ fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.ETFs in the space - including the Invesco Solar ETF TAN and the iShares Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. $(FSLR)$ were a standout, rising more than 15%, FactSet data showed.\"There were clearly signs of a Harris trade,\" said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. \"Solar was ripping, [while] financials and energy were weak.\"Hatfield characterized solar stocks as \"the leading bellwether\" of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as \"one of the cleanest ways to evaluate that bet.\"To be sure, clean-energy stocks haven't always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden's term. Previously, they had outperformed when former President Trump was in the White House.Still, the fact that solar stocks rallied on Wednesday isn't surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn't quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.Yet comments from Nvidia Corp. $(NVDA)$ Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.\"It was an initial overreaction,\" he said. \"It's not going to change the Fed's calculus.\"Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)","news_type":1,"symbols_score_info":{"FSLR":0.8,"TAN":0.9,"ICLN":0.9}},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347580785356856,"gmtCreate":1725882121314,"gmtModify":1725882123220,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347580785356856","repostId":"2466562131","repostType":2,"repost":{"id":"2466562131","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":1725881673,"share":"https://ttm.financial/m/news/2466562131?lang=en_US&edition=fundamental","pubTime":"2024-09-09 19:34","market":"sh","language":"en","title":"Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway","url":"https://stock-news.laohu8.com/highlight/detail?id=2466562131","media":"Dow Jones","summary":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1.5% to $104.39 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.","content":"<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-09 19:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDA":"英伟达","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0444971666.USD":"天利全球科技基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","BK4543":"AI","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4503":"景林资产持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466562131","content_text":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.\"Our sense is that Nvidia is becoming just another large-cap growth stock,\" a team led by U.S. equity strategist Scott Chronert wrote. \"A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.\"They added that the selloff after Nvidia's solid, but not spectacular, earnings is a sign that the semiconductor giant's status as an AI darling is fading.Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&P 500 ticked up 0.6%.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346041885749264,"gmtCreate":1725509762648,"gmtModify":1725509764880,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346041885749264","repostId":"2465534198","repostType":2,"repost":{"id":"2465534198","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":1725507291,"share":"https://ttm.financial/m/news/2465534198?lang=en_US&edition=fundamental","pubTime":"2024-09-05 11:34","market":"fut","language":"en","title":"Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2465534198","media":"Dow Jones","summary":"This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever.Since Nvidia began its tremendous AI run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines.Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some.Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-05 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4105":"独立电力生产商与能源贸易商","BK4534":"瑞士信贷持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVDA":"英伟达","LU0072462426.USD":"贝莱德全球配置 A2","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4532":"文艺复兴科技持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465534198","content_text":"By Tae Kim \n\n\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n\n\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n\n\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n\n\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n\n\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n\n\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n\n\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n\n\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n\n\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n\n\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n\n\n     Despite the drop, Nvidia remains the best-performing stock in the S&P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n\n\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n\n\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n\n\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n\n\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n\n\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n\n\n     This Week in Barron's Tech \n\n\n   -- Adobe and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n\n\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 06, 2024 14:18 ET (18:18 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345771192438912,"gmtCreate":1725422185982,"gmtModify":1725422189336,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345771192438912","repostId":"2464822264","repostType":2,"repost":{"id":"2464822264","kind":"highlight","pubTimestamp":1725413700,"share":"https://ttm.financial/m/news/2464822264?lang=en_US&edition=fundamental","pubTime":"2024-09-04 09:35","market":"sg","language":"en","title":"3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?","url":"https://stock-news.laohu8.com/highlight/detail?id=2464822264","media":"The Smart Investor","summary":"These three blue-chip stocks are seeing their share prices scale a new high. Can they carry on their impressive run?","content":"<div>\n<p>Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.Businesses are enjoying good traction along with a sanguine economic outlook.In line with ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/\">Source Link</a>\n\n</div>\n","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?</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\">\n3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.Businesses are enjoying good traction along with a sanguine economic outlook.In line with ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","BK6137":"零售房地产信托","SG9999001135.SGD":"United ASEAN Fund SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","J69U.SI":"星狮地产信托","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","BK6035":"综合电信业务","LU0048573645.USD":"富达东盟基金","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK6011":"零售业房地产投资信托","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","BK4563":"昨日强势股","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","BK6512":"房地产股","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","Z74.SI":"新电信","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","H78.SI":"置地控股有限公司","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999002406.SGD":"利安新加坡信托基金","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","BK4024":"房地产开发","SG9999002620.SGD":"LionGlobal South East Asia SGD","BK6139":"房地产运营公司","BK6513":"电信服务股","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD"},"source_url":"https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464822264","content_text":"Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.Businesses are enjoying good traction along with a sanguine economic outlook.In line with this feel-good feeling, many stocks have seen their share prices hit a year-high.Investors may be eyeing the Singapore blue-chip stocks that offer an added layer of stability on top of growth and dividends.We profile three Singapore blue-chip firms that recently scaled their 52-week highs to determine if they can continue to climb.Singtel (SGX: Z74)Singtel is Singapore’s largest telecommunication company (telco) and provides a comprehensive range of services including mobile, broadband, pay TV, data centre, and cybersecurity services.Singtel’s share price recently hit a 52-week high of S$3.13, up 27.8% year-to-date.The telco recently released its business update for the first quarter of fiscal 2025 (1Q FY2025) ending 30 June 2024.The group saw a resilient performance with underlying operating revenue dipping just 1% year on year to S$3.4 billion.Underlying (core) operating profit, however, jumped 16.1% year on year to S$382 million.After accounting for higher finance costs, Singtel posted a 5.4% year-on-year increase in its underlying net profit to S$603 million.Singtel has reaffirmed its FY2025 outlook for a high single-digit to low double-digit year-on-year growth in operating profit (excluding associates’ contributions).It is also on track to realise cost savings of S$200 million from Singtel Singapore and Optus.Management’s promise to pay out a value realisation dividend (VRD) of between S$0.03 to S$0.06 is also on track.Singtel also released its recent Investor Day 2024 slides that detailed its growth plans.It intends to scale Nxera, its data centre division, to more than 200 MW by 2026 with EBITDA (earnings before interest, taxes, depreciation and amortisation) to double by 2028.For NCS, Singtel is eyeing larger markets to bring in revenue for the division.The aim is for 40% of revenue to come from outside Singapore, up from the current 14% for 1Q FY2025.Over time, management is also targeting astute capital recycling and working to simplify holding structures to achieve a better cost structure and realise value for shareholders.Hongkong Land (SGX: H78)Hongkong Land, or HKL, is a property investment, management, and development group.The group owns more than 850,000 square metres of prime office and luxury retail assets in cities such as Singapore, Hong Kong, Beijing, and Jakarta.HKL’s share price hit its 52-week high of US$3.81 recently and is up 8.4% year-to-date.The share price has also rebounded 35% from its 52-week low of US$2.78.For the first half of 2024 (1H 2024), revenue shot up 45% year on year to US$972.4 million with investment properties delivering a solid performance.However, operating profit tumbled 45.5% year on year to US$214.1 million because of non-cash provisions against the carrying value of certain projects in China.The underlying loss came in at US$7 million against an underlying net profit of US$422 million in 1H 2023.Despite the loss, HKL maintained its interim dividend at US$0.06.The group is undergoing a comprehensive strategic review of its overall business strategy and commercial properties and will present a strategy update before the end of this year.Tomorrow’s CENTRAL, a US$1 billion investment to reimagine HKL’s core Hong Kong retail portfolio, is scheduled to commence in phases over the next three years.Over in Shanghai, the property giant will develop its West Bund Project, a district with commercial and residential properties, and plans to open this project in phases from 2024 to 2027.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of nine suburban malls and one office building.The REIT’s assets under management stood at around S$7.1 billion as of 31 March 2024.FCT’s unit price touched its 52-week high of S$2.39 recently and is up 5.8% year-to-date.The retail REIT’s shares also rebounded 18.4% from its 52-week low of S$2.01.FCT recently released an encouraging business update for its third quarter of fiscal 2024 (3Q FY2024) ending 30 June 2024.Retail portfolio committed occupancy stayed high at 99.7% while shopper traffic for the quarter registered a 4.1% year-on-year increase.Research firm CBRE expects prime retail rents to sustain its recovery for 2024, potentially giving FCT’s rental reversion a boost.Aggregate leverage stood at 39.1% with an all-in average cost of debt of 4.2%.The REIT has no refinancing risk for the remainder of FY2024 and has almost 16% of its loans coming due in FY2025.Its Tampines 1 asset enhancement initiative (AEI) is on track to be completed this month and has seen 100% committed occupancy.Around 9,000 square feet of net lettable area was created and deployed to prime retail floors.Management is confident of achieving a return on investment of more than 8% for this AEI.","news_type":1,"symbols_score_info":{"Z74.SI":1.1,"J69U.SI":1.1,"H78.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343901885186320,"gmtCreate":1725000903086,"gmtModify":1725000906837,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343901885186320","repostId":"2463220010","repostType":2,"repost":{"id":"2463220010","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":1724996051,"share":"https://ttm.financial/m/news/2463220010?lang=en_US&edition=fundamental","pubTime":"2024-08-30 13:34","market":"sh","language":"en","title":"A Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2463220010","media":"Dow Jones","summary":"In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. \"This is the worst thing I've ever witnessed,\" said one broadcaster.The vessel's name, Hindenburg, never caught on as a popular brand, as you might imagine. There's no Hindenburg peanut butter or antacid tablets. You surely wouldn't want the name for an investment business. Unless you're a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.Super Micro says it \"delivers the broadest selection of AI systems and solutions,\" which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble on","content":"<html><head></head><body><p>In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. &#34;This is the worst thing I&#39;ve ever witnessed,&#34; said one broadcaster.</p><p>The vessel&#39;s name, Hindenburg, never caught on as a popular brand, as you might imagine. There&#39;s no Hindenburg peanut butter or antacid tablets. You surely wouldn&#39;t want the name for an investment business. Unless you&#39;re a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.</p><p>And so it is that there&#39;s a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn&#39;t super for Super, because apart from Hindenburg&#39;s name, there&#39;s its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have &#34;one of the funnest rides they&#39;ve ever had,&#34; Milton told me. I recommended that readers &#34;sit this fun ride out.&#34; Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.</p><p>In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was &#34;inflated by 75%.&#34; It&#39;s down 74%.</p><p>Hindenburg&#39;s latest turd blossom, dated this past Tuesday, alleges that it has found &#34;glaring accounting red flags&#34; at Super Micro, including &#34;evidence of undisclosed related-party transactions.&#34; Super Micro hasn&#39;t commented, but said in a Wednesday filing that it will delay its annual report to assess &#34;the design and operating effectiveness of its internal controls over financial reporting.&#34; Shares have collapsed from a high of over $1,200 in March to a recent $440.</p><p>Let&#39;s put aside the merits of Hindenburg&#39;s specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn&#39;t been trading on fundamentals. &#34;This is a meme stock,&#34; he says.</p><p>Super Micro says it &#34;delivers the broadest selection of AI systems and solutions,&#34; which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.</p><p>I&#39;m not saying that I know as much as Super Micro. I&#39;m saying that Nvidia knows a heck of a lot more, and it&#39;s not really a subjective matter. It&#39;s a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro&#39;s latest fiscal year show R&amp;D of $348 million, or 2% of revenue, versus Nvidia&#39;s more than $6 billion, or 10% of revenue. These two companies don&#39;t bring nearly the same thing to the AI arms race.</p><p>Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs &#34;upstream,&#34; with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. &#34;Super Micro doesn&#39;t really do the innovation,&#34; he says. &#34;They are a contract manufacturer with willingness to commit working capital.&#34; In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It&#39;s a relatively weak hand that limits pricing power. It&#39;s also expensive during periods of extreme growth.</p><p>In Super Micro&#39;s latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don&#39;t-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. &#34;Would It Take Another $2B+ of FCF Burn to Double Rev Again?!&#34; asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.</p><p>Earnings and free cash flow are meant to measure roughly the same thing over time. It&#39;s just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there&#39;s no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high &#34;accruals&#34; -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this &#34;accrual anomaly&#34; has weakened, perhaps because it has been traded away by hedge funds exploiting it.</p><p>But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.</p><p>If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.</p><p>Also, &#34;customers may abandon this partner because of these irregularities,&#34; Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.</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>A Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems</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\">\nA Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-30 13:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. &#34;This is the worst thing I&#39;ve ever witnessed,&#34; said one broadcaster.</p><p>The vessel&#39;s name, Hindenburg, never caught on as a popular brand, as you might imagine. There&#39;s no Hindenburg peanut butter or antacid tablets. You surely wouldn&#39;t want the name for an investment business. Unless you&#39;re a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.</p><p>And so it is that there&#39;s a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn&#39;t super for Super, because apart from Hindenburg&#39;s name, there&#39;s its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have &#34;one of the funnest rides they&#39;ve ever had,&#34; Milton told me. I recommended that readers &#34;sit this fun ride out.&#34; Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.</p><p>In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was &#34;inflated by 75%.&#34; It&#39;s down 74%.</p><p>Hindenburg&#39;s latest turd blossom, dated this past Tuesday, alleges that it has found &#34;glaring accounting red flags&#34; at Super Micro, including &#34;evidence of undisclosed related-party transactions.&#34; Super Micro hasn&#39;t commented, but said in a Wednesday filing that it will delay its annual report to assess &#34;the design and operating effectiveness of its internal controls over financial reporting.&#34; Shares have collapsed from a high of over $1,200 in March to a recent $440.</p><p>Let&#39;s put aside the merits of Hindenburg&#39;s specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn&#39;t been trading on fundamentals. &#34;This is a meme stock,&#34; he says.</p><p>Super Micro says it &#34;delivers the broadest selection of AI systems and solutions,&#34; which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.</p><p>I&#39;m not saying that I know as much as Super Micro. I&#39;m saying that Nvidia knows a heck of a lot more, and it&#39;s not really a subjective matter. It&#39;s a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro&#39;s latest fiscal year show R&amp;D of $348 million, or 2% of revenue, versus Nvidia&#39;s more than $6 billion, or 10% of revenue. These two companies don&#39;t bring nearly the same thing to the AI arms race.</p><p>Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs &#34;upstream,&#34; with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. &#34;Super Micro doesn&#39;t really do the innovation,&#34; he says. &#34;They are a contract manufacturer with willingness to commit working capital.&#34; In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It&#39;s a relatively weak hand that limits pricing power. It&#39;s also expensive during periods of extreme growth.</p><p>In Super Micro&#39;s latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don&#39;t-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. &#34;Would It Take Another $2B+ of FCF Burn to Double Rev Again?!&#34; asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.</p><p>Earnings and free cash flow are meant to measure roughly the same thing over time. It&#39;s just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there&#39;s no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high &#34;accruals&#34; -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this &#34;accrual anomaly&#34; has weakened, perhaps because it has been traded away by hedge funds exploiting it.</p><p>But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.</p><p>If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.</p><p>Also, &#34;customers may abandon this partner because of these irregularities,&#34; Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4141":"半导体产品","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4555":"新能源车","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4529":"IDC概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","SMCI":"超微电脑","BK4587":"ChatGPT概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4170":"电脑硬件、储存设备及电脑周边","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4551":"寇图资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4149":"建筑机械与重型卡车","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4527":"明星科技股","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463220010","content_text":"In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. \"This is the worst thing I've ever witnessed,\" said one broadcaster.The vessel's name, Hindenburg, never caught on as a popular brand, as you might imagine. There's no Hindenburg peanut butter or antacid tablets. You surely wouldn't want the name for an investment business. Unless you're a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.And so it is that there's a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn't super for Super, because apart from Hindenburg's name, there's its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have \"one of the funnest rides they've ever had,\" Milton told me. I recommended that readers \"sit this fun ride out.\" Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was \"inflated by 75%.\" It's down 74%.Hindenburg's latest turd blossom, dated this past Tuesday, alleges that it has found \"glaring accounting red flags\" at Super Micro, including \"evidence of undisclosed related-party transactions.\" Super Micro hasn't commented, but said in a Wednesday filing that it will delay its annual report to assess \"the design and operating effectiveness of its internal controls over financial reporting.\" Shares have collapsed from a high of over $1,200 in March to a recent $440.Let's put aside the merits of Hindenburg's specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn't been trading on fundamentals. \"This is a meme stock,\" he says.Super Micro says it \"delivers the broadest selection of AI systems and solutions,\" which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.I'm not saying that I know as much as Super Micro. I'm saying that Nvidia knows a heck of a lot more, and it's not really a subjective matter. It's a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro's latest fiscal year show R&D of $348 million, or 2% of revenue, versus Nvidia's more than $6 billion, or 10% of revenue. These two companies don't bring nearly the same thing to the AI arms race.Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs \"upstream,\" with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. \"Super Micro doesn't really do the innovation,\" he says. \"They are a contract manufacturer with willingness to commit working capital.\" In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It's a relatively weak hand that limits pricing power. It's also expensive during periods of extreme growth.In Super Micro's latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don't-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. \"Would It Take Another $2B+ of FCF Burn to Double Rev Again?!\" asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.Earnings and free cash flow are meant to measure roughly the same thing over time. It's just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there's no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high \"accruals\" -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this \"accrual anomaly\" has weakened, perhaps because it has been traded away by hedge funds exploiting it.But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.Also, \"customers may abandon this partner because of these irregularities,\" Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340462644973648,"gmtCreate":1724151804463,"gmtModify":1724151808264,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340462644973648","repostId":"2460075492","repostType":2,"repost":{"id":"2460075492","kind":"highlight","pubTimestamp":1724149208,"share":"https://ttm.financial/m/news/2460075492?lang=en_US&edition=fundamental","pubTime":"2024-08-20 18:20","market":"us","language":"en","title":"TSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo","url":"https://stock-news.laohu8.com/highlight/detail?id=2460075492","media":"Bloomberg","summary":"Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ","content":"<div>\n<p>Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo\">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 Breaks Ground on €10 Billion German Plant in Chip War Salvo</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\">\nTSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4512":"苹果概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4591":"室温超导概念","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4548":"巴美列捷福持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2460075492","content_text":"Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in Dresden.Taiwan Semiconductor Manufacturing Co. broke ground in eastern Germany on its first European plant as the continent seeks to safeguard its chip supplies amid growing US-China tensions.“We are dependent on semiconductors for our sustainable future technologies, but we must not be dependent on other regions of the world for the supply of semiconductors,” said German Chancellor Olaf Scholz, who attended a ceremony on Tuesday to mark the start of construction of the €10 billion ($11 billion) fab in the city of Dresden. About half of the funding will be covered by state subsidies.Germany is leading the European Union push to produce one-fifth of the world’s semiconductors by 2030, with the bloc seeking to build up capacity following Covid-era disruptions and as the relationship between Washington and Beijing deteriorates. The US, Japan and others are also showering subsidies on the chip industry to localize production of the components that control everything from cutting-edge artificial intelligence to everyday gadgets.TSMC is the world’s biggest contract chipmaker, with Apple Inc. and Nvidia Corp. relying on it for their most important products. It will anchor the Dresden project with a 70% stake in the plant, which will produce chips for the automotive and industrial sectors.TSMC Chief Executive Officer C.C. Wei attended the event together with European Commission President Ursula von der Leyen and the heads of Infineon Technologies AG, NXP Semiconductors NV and Robert Bosch GmbH, which each hold a 10% stake in the venture.C.C. Wei in Dresden.Scholz has emerged as Europe’s biggest backer of the semiconductor industry as he seeks to promote Germany’s tech sector and secure supplies of critical components for the country’s manufacturing businesses.His government plans to spend €20 billion to bolster domestic chip production. That includes the TSMC plant and €10 billion in aid for a planned Intel Corp. plant in Magdeburg.The EU approved Germany’s €5 billion subsidy for the Dresden fab, von der Leyen said at the event.The new site will help Europe reduce its reliance on Asia for importing vital technology and comes after German carmakers including Volkswagen AG and Porsche AG expressed interest in boosting domestic chip production.Production is slated to begin by the end of 2027.Semiconductor production became a top priority for governments around the world when Covid-19 lockdowns exposed how vulnerable economies are to supply chain disruptions. Chip shortages shut down car factories around the world and took years to iron out.The growing geopolitical rift between Washington and Beijing has raised the stakes. China is the biggest market for semiconductors and is seeking to produce more, and more sophisticated, chips domestically. The US has responded by attempting to limit its development with export controls and tariffs, citing national security concerns.Attendees arrive for the TSMC ground-breaking ceremony.Tensions over Taiwan, where the bulk of TSMC’s production is based, have contributed to the company’s expansion abroad. Beijing considers Taiwan a part of its territory, and an economic blockade or conflict over the island would massively disrupt the global supply chain.This year TSMC opened its first plant in Japan and it has pledged to build three advanced plants in the US state of Arizona with total investments exceeding $65 billion.","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340177304932480,"gmtCreate":1724082126259,"gmtModify":1724124398826,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340177304932480","isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333377784586480,"gmtCreate":1722436064481,"gmtModify":1722436067942,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333377784586480","repostId":"1196438594","repostType":2,"repost":{"id":"1196438594","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":1722434700,"share":"https://ttm.financial/m/news/1196438594?lang=en_US&edition=fundamental","pubTime":"2024-07-31 22:05","market":"us","language":"en","title":"Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1196438594","media":"Tiger Newspress","summary":"Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne","content":"<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick\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\">2024-07-31 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196438594","content_text":"Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.Those worries are likely to “fade with time,” he wrote in the Wednesday note.Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322690872995912,"gmtCreate":1719812311115,"gmtModify":1719812314420,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322690872995912","repostId":"2447684671","repostType":2,"repost":{"id":"2447684671","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":1719801597,"share":"https://ttm.financial/m/news/2447684671?lang=en_US&edition=fundamental","pubTime":"2024-07-01 10:39","market":"sg","language":"en","title":"Amazon, Built by Retail, Invests in Its AI Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2447684671","media":"Dow Jones","summary":"Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.Amazon's spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell'Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.Amazon's shift represents the changing needs of a company that, despite having the world's leading cloud-co","content":"<html><head></head><body><p>Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.</p><p>Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.</p><p>Amazon Web Services, the arm that manages Amazon&#39;s cloud business, has opened data centers for years, but executives said there is a surge in investment now to meet demand triggered by the excitement around AI.</p><p>&#34;We have to dive in. We have to figure it out,&#34; said John Felton, who took over as AWS&#39;s chief financial officer this year after spending most of his career in Amazon&#39;s retail fulfillment operations.</p><p>The company&#39;s financial commitment reflects the importance and high costs of AI. Felton said building for AI today feels like building that massive delivery network in years past. &#34;It&#39;s a little uncertain,&#34; he said. AWS is expanding in Virginia, Ohio and elsewhere.</p><p>The company&#39;s overall capital expenditures decreased last year primarily because it reined in fulfillment and transportation spending, but the share of that spending on infrastructure mostly for AWS has surged. The increase represents a new era of expansion for Amazon, in which investing in cutting-edge cloud equipment is more critical to its growth than developing its network of retail warehouses.</p><p>Amazon&#39;s spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell&#39;Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.</p><p>Amazon&#39;s cloud business has long been the company&#39;s profit engine, and AI is expected to catapult demand for cloud computing to new heights. Executives are aiming to take advantage of the AI boom, which relies on cloud services because of the intensive computing resources required. Amazon expects tens of billions of dollars in revenue from AI in the next several years.</p><p>&#34;We&#39;re just keeping our heads down and focusing on delivering that capacity right now,&#34; said Kevin Miller, AWS vice president of global data centers.</p><p>Amazon&#39;s shift represents the changing needs of a company that, despite having the world&#39;s leading cloud-computing business and years of experimenting with AI, is seen by some experts as trailing in AI behind its big tech peers. Amazon has said it isn&#39;t falling behind others in AI and its AI capabilities at AWS have been well-received by customers.</p><p>Amazon has a long history of spending big to stay ahead. It had years of heavy capital investment in its delivery infrastructure to establish its e-commerce dominance and then to meet explosive demand during the Covid-19 pandemic.</p><p>That heavy investment contributed to Amazon this past week becoming the fifth-ever U.S. company to reach the milestone of $2 trillion in market value. The stock closed Friday at $193.25, valuing the company at $2.011 trillion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/25e1dcc86d6fdac623b66675c5970dc0\" tg-width=\"588\" tg-height=\"423\"/></p><p>Amazon&#39;s increased focus on data centers is also reflected in the company&#39;s senior leadership, which has increasingly become stocked with people with connections to the cloud business. Andy Jassy served as the AWS chief executive for more than two decades before becoming Amazon&#39;s chief executive in 2021.</p><p>&#34;There is a natural tendency to invest more in AWS and technology for the folks left behind because that&#39;s what they grew and built,&#34; said Cayce Roy, chief executive at e-commerce fulfillment company Standvast and a former vice president at Amazon.</p><p>Amazon plans to add at least 216 new data-center buildings in the next several years, said Marc Wulfraat, president at logistics consultant MWPVL International. Amazon&#39;s retail capital expenditures probably won&#39;t grow much through 2025, he said, in part because Amazon has extra capacity in that segment after overbuilding during the pandemic.</p><p>With high demand for AI infrastructure, Amazon and other tech companies have struggled to get the parts, property and power that data centers with supercomputers require. Amazon and other big tech companies have sought nuclear power to feed their energy needs. The company&#39;s fulfillment build-out took many years to accomplish and didn&#39;t require the same technical equipment that data centers do.</p><p>Jassy has reoriented Amazon to focus on AI products throughout its various businesses. He has said generative AI could be a critical element of its next pillar of growth in addition to its online retail business, Amazon Prime and AWS.</p><p>In May, the company named Matt Garman, a veteran executive with a strong engineering background, as the new AWS CEO, as it moves to better capitalize on AI.</p><p>Amazon is still by far the biggest online retailer in the U.S., and its recent financials have shown that it is in as strong a position as ever. The company continues to invest in its retail arm and open new delivery facilities. It has expanded its shipping capabilities to reach more Americans faster as it has faced competition from newer e-commerce entrants.</p><p>But now it is also time to invest in the AI opportunity, Felton said</p><p>&#34;It&#39;s a fascinating time to be here and think about how we can really think differently about how cloud computing works and how we can think differently about serving customers in the world of GenAI,&#34; he said, referring to generative artificial intelligence.</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>Amazon, Built by Retail, Invests in Its AI Future</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\">\nAmazon, Built by Retail, Invests in Its AI Future\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\">2024-07-01 10:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.</p><p>Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.</p><p>Amazon Web Services, the arm that manages Amazon&#39;s cloud business, has opened data centers for years, but executives said there is a surge in investment now to meet demand triggered by the excitement around AI.</p><p>&#34;We have to dive in. We have to figure it out,&#34; said John Felton, who took over as AWS&#39;s chief financial officer this year after spending most of his career in Amazon&#39;s retail fulfillment operations.</p><p>The company&#39;s financial commitment reflects the importance and high costs of AI. Felton said building for AI today feels like building that massive delivery network in years past. &#34;It&#39;s a little uncertain,&#34; he said. AWS is expanding in Virginia, Ohio and elsewhere.</p><p>The company&#39;s overall capital expenditures decreased last year primarily because it reined in fulfillment and transportation spending, but the share of that spending on infrastructure mostly for AWS has surged. The increase represents a new era of expansion for Amazon, in which investing in cutting-edge cloud equipment is more critical to its growth than developing its network of retail warehouses.</p><p>Amazon&#39;s spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell&#39;Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.</p><p>Amazon&#39;s cloud business has long been the company&#39;s profit engine, and AI is expected to catapult demand for cloud computing to new heights. Executives are aiming to take advantage of the AI boom, which relies on cloud services because of the intensive computing resources required. Amazon expects tens of billions of dollars in revenue from AI in the next several years.</p><p>&#34;We&#39;re just keeping our heads down and focusing on delivering that capacity right now,&#34; said Kevin Miller, AWS vice president of global data centers.</p><p>Amazon&#39;s shift represents the changing needs of a company that, despite having the world&#39;s leading cloud-computing business and years of experimenting with AI, is seen by some experts as trailing in AI behind its big tech peers. Amazon has said it isn&#39;t falling behind others in AI and its AI capabilities at AWS have been well-received by customers.</p><p>Amazon has a long history of spending big to stay ahead. It had years of heavy capital investment in its delivery infrastructure to establish its e-commerce dominance and then to meet explosive demand during the Covid-19 pandemic.</p><p>That heavy investment contributed to Amazon this past week becoming the fifth-ever U.S. company to reach the milestone of $2 trillion in market value. The stock closed Friday at $193.25, valuing the company at $2.011 trillion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/25e1dcc86d6fdac623b66675c5970dc0\" tg-width=\"588\" tg-height=\"423\"/></p><p>Amazon&#39;s increased focus on data centers is also reflected in the company&#39;s senior leadership, which has increasingly become stocked with people with connections to the cloud business. Andy Jassy served as the AWS chief executive for more than two decades before becoming Amazon&#39;s chief executive in 2021.</p><p>&#34;There is a natural tendency to invest more in AWS and technology for the folks left behind because that&#39;s what they grew and built,&#34; said Cayce Roy, chief executive at e-commerce fulfillment company Standvast and a former vice president at Amazon.</p><p>Amazon plans to add at least 216 new data-center buildings in the next several years, said Marc Wulfraat, president at logistics consultant MWPVL International. Amazon&#39;s retail capital expenditures probably won&#39;t grow much through 2025, he said, in part because Amazon has extra capacity in that segment after overbuilding during the pandemic.</p><p>With high demand for AI infrastructure, Amazon and other tech companies have struggled to get the parts, property and power that data centers with supercomputers require. Amazon and other big tech companies have sought nuclear power to feed their energy needs. The company&#39;s fulfillment build-out took many years to accomplish and didn&#39;t require the same technical equipment that data centers do.</p><p>Jassy has reoriented Amazon to focus on AI products throughout its various businesses. He has said generative AI could be a critical element of its next pillar of growth in addition to its online retail business, Amazon Prime and AWS.</p><p>In May, the company named Matt Garman, a veteran executive with a strong engineering background, as the new AWS CEO, as it moves to better capitalize on AI.</p><p>Amazon is still by far the biggest online retailer in the U.S., and its recent financials have shown that it is in as strong a position as ever. The company continues to invest in its retail arm and open new delivery facilities. It has expanded its shipping capabilities to reach more Americans faster as it has faced competition from newer e-commerce entrants.</p><p>But now it is also time to invest in the AI opportunity, Felton said</p><p>&#34;It&#39;s a fascinating time to be here and think about how we can really think differently about how cloud computing works and how we can think differently about serving customers in the world of GenAI,&#34; he said, referring to generative artificial intelligence.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4550":"红杉资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4507":"流媒体概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4220":"综合零售","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4579":"人工智能","LU0109392836.USD":"富兰克林科技股A","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4561":"索罗斯持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","AMZN":"亚马逊","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4592":"伊斯兰概念","BK4538":"云计算","BK4581":"高盛持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0072462426.USD":"贝莱德全球配置 A2","BK4588":"碎股","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2447684671","content_text":"Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.Amazon Web Services, the arm that manages Amazon's cloud business, has opened data centers for years, but executives said there is a surge in investment now to meet demand triggered by the excitement around AI.\"We have to dive in. We have to figure it out,\" said John Felton, who took over as AWS's chief financial officer this year after spending most of his career in Amazon's retail fulfillment operations.The company's financial commitment reflects the importance and high costs of AI. Felton said building for AI today feels like building that massive delivery network in years past. \"It's a little uncertain,\" he said. AWS is expanding in Virginia, Ohio and elsewhere.The company's overall capital expenditures decreased last year primarily because it reined in fulfillment and transportation spending, but the share of that spending on infrastructure mostly for AWS has surged. The increase represents a new era of expansion for Amazon, in which investing in cutting-edge cloud equipment is more critical to its growth than developing its network of retail warehouses.Amazon's spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell'Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.Amazon's cloud business has long been the company's profit engine, and AI is expected to catapult demand for cloud computing to new heights. Executives are aiming to take advantage of the AI boom, which relies on cloud services because of the intensive computing resources required. Amazon expects tens of billions of dollars in revenue from AI in the next several years.\"We're just keeping our heads down and focusing on delivering that capacity right now,\" said Kevin Miller, AWS vice president of global data centers.Amazon's shift represents the changing needs of a company that, despite having the world's leading cloud-computing business and years of experimenting with AI, is seen by some experts as trailing in AI behind its big tech peers. Amazon has said it isn't falling behind others in AI and its AI capabilities at AWS have been well-received by customers.Amazon has a long history of spending big to stay ahead. It had years of heavy capital investment in its delivery infrastructure to establish its e-commerce dominance and then to meet explosive demand during the Covid-19 pandemic.That heavy investment contributed to Amazon this past week becoming the fifth-ever U.S. company to reach the milestone of $2 trillion in market value. The stock closed Friday at $193.25, valuing the company at $2.011 trillion.Amazon's increased focus on data centers is also reflected in the company's senior leadership, which has increasingly become stocked with people with connections to the cloud business. Andy Jassy served as the AWS chief executive for more than two decades before becoming Amazon's chief executive in 2021.\"There is a natural tendency to invest more in AWS and technology for the folks left behind because that's what they grew and built,\" said Cayce Roy, chief executive at e-commerce fulfillment company Standvast and a former vice president at Amazon.Amazon plans to add at least 216 new data-center buildings in the next several years, said Marc Wulfraat, president at logistics consultant MWPVL International. Amazon's retail capital expenditures probably won't grow much through 2025, he said, in part because Amazon has extra capacity in that segment after overbuilding during the pandemic.With high demand for AI infrastructure, Amazon and other tech companies have struggled to get the parts, property and power that data centers with supercomputers require. Amazon and other big tech companies have sought nuclear power to feed their energy needs. The company's fulfillment build-out took many years to accomplish and didn't require the same technical equipment that data centers do.Jassy has reoriented Amazon to focus on AI products throughout its various businesses. He has said generative AI could be a critical element of its next pillar of growth in addition to its online retail business, Amazon Prime and AWS.In May, the company named Matt Garman, a veteran executive with a strong engineering background, as the new AWS CEO, as it moves to better capitalize on AI.Amazon is still by far the biggest online retailer in the U.S., and its recent financials have shown that it is in as strong a position as ever. The company continues to invest in its retail arm and open new delivery facilities. It has expanded its shipping capabilities to reach more Americans faster as it has faced competition from newer e-commerce entrants.But now it is also time to invest in the AI opportunity, Felton said\"It's a fascinating time to be here and think about how we can really think differently about how cloud computing works and how we can think differently about serving customers in the world of GenAI,\" he said, referring to generative artificial intelligence.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318512720068696,"gmtCreate":1718772508450,"gmtModify":1718772512762,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318512720068696","repostId":"2444100580","repostType":2,"repost":{"id":"2444100580","kind":"highlight","pubTimestamp":1718766257,"share":"https://ttm.financial/m/news/2444100580?lang=en_US&edition=fundamental","pubTime":"2024-06-19 11:04","market":"us","language":"en","title":"Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2444100580","media":"InvestorPlace","summary":"There's no doubt that Palantir Technologies is capitalizing on the AI trend, but it's risky to chase Palantir stock at high prices.","content":"<div>\n<p>Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it....</p>\n\n<a href=\"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/\">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>Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock</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\">\nRight Company, Wrong Price! Here’s When You Should Buy Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-19 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it....</p>\n\n<a href=\"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4592":"伊斯兰概念","LU0080751232.USD":"富达环球多元动力基金A","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","BK4579":"人工智能","BK4548":"巴美列捷福持仓","PLTR":"Palantir Technologies Inc.","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4023":"应用软件","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4543":"AI","BK4527":"明星科技股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4534":"瑞士信贷持仓","LU0079474960.USD":"联博美国增长基金A","BK4503":"景林资产持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4547":"WSB热门概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444100580","content_text":"Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it.Palantir Technologies (NYSE:PLTR) offers data analytics, cybersecurity and artificial intelligence services. AI technology is a hypergrowth market, but caution is advised. Palantir stock has already priced in expected growth, so it’s not a good time to buy.As the old saying goes, trees don’t grow straight to Heaven. At some point, Palantir Technologies’ valuation is bound to deflate and the share price is due for a pullback.So, don’t get into the bad habit of chasing expensive stocks. When the time is right and the price is more reasonable, you can confidently pull the trigger on Palantir stock.Palantir’s Financial Growth Isn’t Mind-BlowingFirst of all, Palantir Technologies’ overeager investors should bear in mind that businesses and even governments can’t just spend endless money on Palantir’s products.In a stark example of this, the United Kingdom government just ended its 27 million euro border-software contract with Palantir Technologies due to “budget pressures.”Furthermore, it’s a misconception to think that Palantir’s sales and income are expanding at warp speed. Notably, Palantir’s revenue grew 17% year over year in 2023’s third quarter, followed by 20% growth in the fourth quarter and 21% growth in 2024’s first quarter.In other words, Palantir’s sales growth is accelerating gradually, not by leaps and bounds. Meanwhile, the company posted adjusted EPS of 7 cents in Q3 2023, followed by 8 cents in Q4 2023 and 8 cents in Q1 2024.I don’t know about you, but I’m not seeing any hypergrowth in those data points. This would all be fine if Palantir stock were reasonably valued, but you may be shocked to discover how overpriced it really is.Palantir Is the ‘Most Expensive Name’Jefferies Senior Analyst Brent Thill summed up the problem concisely. He called Palantir Technologies the “single most expensive name in our coverage universe.”That’s a powerful claim, but it’s not unreasonable at all. Consider that Palantir’s GAAP-measured trailing 12-month price-to-earnings ratio is a jaw-dropping 194.32x. For reference, the sector median P/E ratio is 30.64x, and market darling Nvidia’s (NASDAQ:NVDA) P/E ratio is 75.7x.It’s difficult to justify Palantir’s P/E ratio in light of the company’s aforementioned revenue and EPS growth stats. Thus, Thill expects that there will be “better entry points for the stock.”This isn’t a criticism of Palantir Technologies as a company. Thill praised Palantir’s “great momentum … in their suite and customer adoption,” and I’m fully on board with that assessment.It’s just a matter of being patient and waiting for the right entry price for Palantir stock.Buy Palantir Stock at This PricePalantir Technologies’ P/E ratio will come down if and when the share price declines in 2024’s second half. Waiting can be the hardest part, but it’s a necessary part of the value-investing process.Palantir stock traded at $16 before it shot up like a rocket earlier this year, but it’s not likely to revisit $16 anytime soon. Hence, $20 is a more realistic buy price.Then, you can buy more shares if the stock continues falling to $18 and $16. That’s a smart way to invest in Palantir Technologies, and in the growth of the AI technology market, at a more reasonable price.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":433941119652160,"gmtCreate":1746948112026,"gmtModify":1746948115717,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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/433941119652160","repostId":"1109337933","repostType":2,"repost":{"id":"1109337933","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":1746943371,"share":"https://ttm.financial/m/news/1109337933?lang=en_US&edition=fundamental","pubTime":"2025-05-11 14:02","market":"us","language":"en","title":"Weekly Winners | Insulet Soars 21%; Disney, Microchip Surge 15%; Paycom, Enphase Energy Jump 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109337933","media":"Tiger Newspress","summary":"This week, which stocks lagged or dragged?","content":"<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p></blockquote><p>Below are the top 10 S&amp;P 500 stock gainers for the week ended May 9:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd0372de9662f7b933efff00cdb3d1d7\" title=\"\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_2625992652\">Insulet Stock Soars To A High After Robust Earnings; This Customer Management Name Pops</h3><p><a href=\"https://laohu8.com/S/PODD\">Insulet</a> stock surged around 21% on Friday.</p><p>The medical device maker topped first-quarter profit and sales estimates late Thursday. It also raised its second-quarter and full-year 2025 revenue guidance, both above forecasts.</p><p>Its first quarter earnings increased 67% on 29% sales growth. Projections show quarterly sales rising an average 17% over the next four quarters. Meanwhile, full-year 2025 earnings forecasts call for a 30% rise, followed by a 24% increase in 2026.</p><h3 id=\"article-heading_1-0\" style=\"text-align: start;\">Microchip Stock Jumps as Analysts Raise Price Targets on Strong Outlook</h3><p><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> shares surged Friday after the struggling chipmaker issued a better-than-expected forecast, and several analysts raised their price targets for the stock. </p><p>The company said it anticipates fiscal first-quarter revenue of $1.02 billion to $1.07 billion and adjusted earnings per share of 18 cents to 26 cents, exceeding analysts&#39; projections.</p><p>“It looks like the bottom has finally been hit,” Jefferies analysts said following the results, adding, “we see the potential for a sharp snap back in the next couple of quarters” after the company posted a steep revenue decline in the fourth quarter. The analysts maintained a &#34;buy&#34; rating and price target of $70. </p><p>Citi analysts, which raised their target to $55 from $50, said, “when the economy eventually recovers, Microchip should have the strongest bounce in fundamentals given the steep decline in revenue.” Meanwhile, Bank of America raised its target to $56 from $44 and upgraded the stock to “neutral” from “underperform.”</p><h3 id=\"id_2697983029\" style=\"text-align: start;\">Disney Stock Jumps on Strong Results, Abu Dhabi Park Announcement</h3><p>Shares of The <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> surged Wednesday after the media and entertainment giant&#39;s fiscal second-quarter results came in better than analysts had expected.</p><p>Disney reported adjusted earnings per share (EPS) of $1.45 on revenue of $23.62 billion. Analysts had expected $1.20 and $23.17 billion, respectively.</p><p>&#34;Following an excellent first half of the fiscal year, we have a lot more to look forward to, including our upcoming theatrical slate, the launch of ESPN’s new DTC offering, and an unprecedented number of expansion projects underway in our Experiences segment,&#34; CEO Bob Iger said. &#34;Overall, we remain optimistic about the direction of the company and our outlook for the remainder of the fiscal year.&#34;</p><p>Separately on Wednesday, Disney announced a partnership with Abu Dhabi-based developer Miral to build its seventh theme park on Yas Island in the capital of the United Arab Emirates. The companies said that Disney will lead the creative efforts, while the resort will be built and operated by Miral.</p><h3 id=\"id_579974419\" style=\"text-align: start;\">Enphase Energy’s Stock Soars Amid Product Innovations</h3><p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> has experienced a notable stock price increase of 11% over the past week.</p><p>The company has been proactive in expanding its product offerings, which has contributed to the positive market sentiment. Enphase Energy recently launched new software that allows homeowners to upgrade their solar systems with the latest IQ8 Microinverters, enhancing solar capacity. Additionally, the introduction of the IQ Balcony Solar System in Germany provides an innovative solution for generating clean energy in limited spaces, further boosting investor confidence.</p><p>Enphase Energy’s commitment to expanding its manufacturing capabilities in the U.S. has also played a role in its stock price surge. The company has shipped over 6.5 million IQ Microinverters and 50 MWh of IQ Batteries, with a significant portion featuring higher domestic content. This strategic move not only supports the company’s growth but also aligns with incentives like the Domestic Content Bonus Credit, making Enphase Energy an attractive option for investors looking for growth in the renewable energy sector.</p><h3 id=\"id_495646215\" style=\"text-align: start;\">Paycom Stock Gains as Q1 Earnings and Revenues Beat Estimates</h3><p><a href=\"https://laohu8.com/S/PAYC\">Paycom</a> shares gained 9% on Thursday after the company reported better-than-expected first-quarter 2025 results. The online payroll and human resource technology provider reported non-GAAP earnings of $2.80 per share, which beat the Zacks Consensus Estimate of $2.60.</p><p>Moreover, the bottom line increased 8% year over year, mainly driven by higher revenues, operating efficiency and lower share counts. Paycom has an impressive earnings surprise history. It beat on earnings in each of the trailing four quarters, the average surprise being 7.5%.</p><p>Paycom reported revenues of $530.5 million, which outpaced the consensus mark of $525.6 million. The top line increased 6.1% year over year, primarily benefiting from increased sales momentum, international expansion and artificial intelligence (AI) integration in its products.</p><p></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>Weekly Winners | Insulet Soars 21%; Disney, Microchip Surge 15%; Paycom, Enphase Energy Jump 11%</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\">\nWeekly Winners | Insulet Soars 21%; Disney, Microchip Surge 15%; Paycom, Enphase Energy Jump 11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-05-11 14:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p></blockquote><p>Below are the top 10 S&amp;P 500 stock gainers for the week ended May 9:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd0372de9662f7b933efff00cdb3d1d7\" title=\"\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_2625992652\">Insulet Stock Soars To A High After Robust Earnings; This Customer Management Name Pops</h3><p><a href=\"https://laohu8.com/S/PODD\">Insulet</a> stock surged around 21% on Friday.</p><p>The medical device maker topped first-quarter profit and sales estimates late Thursday. It also raised its second-quarter and full-year 2025 revenue guidance, both above forecasts.</p><p>Its first quarter earnings increased 67% on 29% sales growth. Projections show quarterly sales rising an average 17% over the next four quarters. Meanwhile, full-year 2025 earnings forecasts call for a 30% rise, followed by a 24% increase in 2026.</p><h3 id=\"article-heading_1-0\" style=\"text-align: start;\">Microchip Stock Jumps as Analysts Raise Price Targets on Strong Outlook</h3><p><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> shares surged Friday after the struggling chipmaker issued a better-than-expected forecast, and several analysts raised their price targets for the stock. </p><p>The company said it anticipates fiscal first-quarter revenue of $1.02 billion to $1.07 billion and adjusted earnings per share of 18 cents to 26 cents, exceeding analysts&#39; projections.</p><p>“It looks like the bottom has finally been hit,” Jefferies analysts said following the results, adding, “we see the potential for a sharp snap back in the next couple of quarters” after the company posted a steep revenue decline in the fourth quarter. The analysts maintained a &#34;buy&#34; rating and price target of $70. </p><p>Citi analysts, which raised their target to $55 from $50, said, “when the economy eventually recovers, Microchip should have the strongest bounce in fundamentals given the steep decline in revenue.” Meanwhile, Bank of America raised its target to $56 from $44 and upgraded the stock to “neutral” from “underperform.”</p><h3 id=\"id_2697983029\" style=\"text-align: start;\">Disney Stock Jumps on Strong Results, Abu Dhabi Park Announcement</h3><p>Shares of The <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> surged Wednesday after the media and entertainment giant&#39;s fiscal second-quarter results came in better than analysts had expected.</p><p>Disney reported adjusted earnings per share (EPS) of $1.45 on revenue of $23.62 billion. Analysts had expected $1.20 and $23.17 billion, respectively.</p><p>&#34;Following an excellent first half of the fiscal year, we have a lot more to look forward to, including our upcoming theatrical slate, the launch of ESPN’s new DTC offering, and an unprecedented number of expansion projects underway in our Experiences segment,&#34; CEO Bob Iger said. &#34;Overall, we remain optimistic about the direction of the company and our outlook for the remainder of the fiscal year.&#34;</p><p>Separately on Wednesday, Disney announced a partnership with Abu Dhabi-based developer Miral to build its seventh theme park on Yas Island in the capital of the United Arab Emirates. The companies said that Disney will lead the creative efforts, while the resort will be built and operated by Miral.</p><h3 id=\"id_579974419\" style=\"text-align: start;\">Enphase Energy’s Stock Soars Amid Product Innovations</h3><p><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> has experienced a notable stock price increase of 11% over the past week.</p><p>The company has been proactive in expanding its product offerings, which has contributed to the positive market sentiment. Enphase Energy recently launched new software that allows homeowners to upgrade their solar systems with the latest IQ8 Microinverters, enhancing solar capacity. Additionally, the introduction of the IQ Balcony Solar System in Germany provides an innovative solution for generating clean energy in limited spaces, further boosting investor confidence.</p><p>Enphase Energy’s commitment to expanding its manufacturing capabilities in the U.S. has also played a role in its stock price surge. The company has shipped over 6.5 million IQ Microinverters and 50 MWh of IQ Batteries, with a significant portion featuring higher domestic content. This strategic move not only supports the company’s growth but also aligns with incentives like the Domestic Content Bonus Credit, making Enphase Energy an attractive option for investors looking for growth in the renewable energy sector.</p><h3 id=\"id_495646215\" style=\"text-align: start;\">Paycom Stock Gains as Q1 Earnings and Revenues Beat Estimates</h3><p><a href=\"https://laohu8.com/S/PAYC\">Paycom</a> shares gained 9% on Thursday after the company reported better-than-expected first-quarter 2025 results. The online payroll and human resource technology provider reported non-GAAP earnings of $2.80 per share, which beat the Zacks Consensus Estimate of $2.60.</p><p>Moreover, the bottom line increased 8% year over year, mainly driven by higher revenues, operating efficiency and lower share counts. Paycom has an impressive earnings surprise history. It beat on earnings in each of the trailing four quarters, the average surprise being 7.5%.</p><p>Paycom reported revenues of $530.5 million, which outpaced the consensus mark of $525.6 million. The top line increased 6.1% year over year, primarily benefiting from increased sales momentum, international expansion and artificial intelligence (AI) integration in its products.</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","PODD":"银休特","MCHP":"微芯科技","CRL":"查尔斯河","GEN":"GEN DIGITAL INC","PAYC":"Paycom Software, Inc.","ROK":"罗克韦尔自动化","ENPH":"Enphase Energy","EPAM":"Epam Systems","CEG":"Constellation Energy Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109337933","content_text":"This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.Below are the top 10 S&P 500 stock gainers for the week ended May 9:Insulet Stock Soars To A High After Robust Earnings; This Customer Management Name PopsInsulet stock surged around 21% on Friday.The medical device maker topped first-quarter profit and sales estimates late Thursday. It also raised its second-quarter and full-year 2025 revenue guidance, both above forecasts.Its first quarter earnings increased 67% on 29% sales growth. Projections show quarterly sales rising an average 17% over the next four quarters. Meanwhile, full-year 2025 earnings forecasts call for a 30% rise, followed by a 24% increase in 2026.Microchip Stock Jumps as Analysts Raise Price Targets on Strong OutlookMicrochip Technology shares surged Friday after the struggling chipmaker issued a better-than-expected forecast, and several analysts raised their price targets for the stock. The company said it anticipates fiscal first-quarter revenue of $1.02 billion to $1.07 billion and adjusted earnings per share of 18 cents to 26 cents, exceeding analysts' projections.“It looks like the bottom has finally been hit,” Jefferies analysts said following the results, adding, “we see the potential for a sharp snap back in the next couple of quarters” after the company posted a steep revenue decline in the fourth quarter. The analysts maintained a \"buy\" rating and price target of $70. Citi analysts, which raised their target to $55 from $50, said, “when the economy eventually recovers, Microchip should have the strongest bounce in fundamentals given the steep decline in revenue.” Meanwhile, Bank of America raised its target to $56 from $44 and upgraded the stock to “neutral” from “underperform.”Disney Stock Jumps on Strong Results, Abu Dhabi Park AnnouncementShares of The Walt Disney surged Wednesday after the media and entertainment giant's fiscal second-quarter results came in better than analysts had expected.Disney reported adjusted earnings per share (EPS) of $1.45 on revenue of $23.62 billion. Analysts had expected $1.20 and $23.17 billion, respectively.\"Following an excellent first half of the fiscal year, we have a lot more to look forward to, including our upcoming theatrical slate, the launch of ESPN’s new DTC offering, and an unprecedented number of expansion projects underway in our Experiences segment,\" CEO Bob Iger said. \"Overall, we remain optimistic about the direction of the company and our outlook for the remainder of the fiscal year.\"Separately on Wednesday, Disney announced a partnership with Abu Dhabi-based developer Miral to build its seventh theme park on Yas Island in the capital of the United Arab Emirates. The companies said that Disney will lead the creative efforts, while the resort will be built and operated by Miral.Enphase Energy’s Stock Soars Amid Product InnovationsEnphase Energy has experienced a notable stock price increase of 11% over the past week.The company has been proactive in expanding its product offerings, which has contributed to the positive market sentiment. Enphase Energy recently launched new software that allows homeowners to upgrade their solar systems with the latest IQ8 Microinverters, enhancing solar capacity. Additionally, the introduction of the IQ Balcony Solar System in Germany provides an innovative solution for generating clean energy in limited spaces, further boosting investor confidence.Enphase Energy’s commitment to expanding its manufacturing capabilities in the U.S. has also played a role in its stock price surge. The company has shipped over 6.5 million IQ Microinverters and 50 MWh of IQ Batteries, with a significant portion featuring higher domestic content. This strategic move not only supports the company’s growth but also aligns with incentives like the Domestic Content Bonus Credit, making Enphase Energy an attractive option for investors looking for growth in the renewable energy sector.Paycom Stock Gains as Q1 Earnings and Revenues Beat EstimatesPaycom shares gained 9% on Thursday after the company reported better-than-expected first-quarter 2025 results. The online payroll and human resource technology provider reported non-GAAP earnings of $2.80 per share, which beat the Zacks Consensus Estimate of $2.60.Moreover, the bottom line increased 8% year over year, mainly driven by higher revenues, operating efficiency and lower share counts. Paycom has an impressive earnings surprise history. It beat on earnings in each of the trailing four quarters, the average surprise being 7.5%.Paycom reported revenues of $530.5 million, which outpaced the consensus mark of $525.6 million. The top line increased 6.1% year over year, primarily benefiting from increased sales momentum, international expansion and artificial intelligence (AI) integration in its products.","news_type":1,"symbols_score_info":{"DIS":1.1,"GEN":1.1,"PAYC":1.1,"CEG":1.1,"PODD":1.1,"ROK":1.1,"MCHP":1.1,"CRL":1.1,"EPAM":1.1,"ENPH":1.1}},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317408485454008,"gmtCreate":1718531472576,"gmtModify":1718531475972,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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/317408485454008","repostId":"2443969462","repostType":2,"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348765194641648,"gmtCreate":1726166215782,"gmtModify":1726166219401,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348765194641648","repostId":"2466627845","repostType":2,"repost":{"id":"2466627845","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":1726153291,"share":"https://ttm.financial/m/news/2466627845?lang=en_US&edition=fundamental","pubTime":"2024-09-12 23:01","market":"sg","language":"en","title":"A Stock-Market \"Harris Trade\" Is Starting to Take Shape","url":"https://stock-news.laohu8.com/highlight/detail?id=2466627845","media":"Dow Jones","summary":"Although they have struggled under Biden, solar stocks appeared to get a boost following Kamala Harris's debate performance. The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices  tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp.  and private-prisons company Geo Group Inc.  fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" e","content":"<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</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>A Stock-Market \"Harris Trade\" Is Starting to Take Shape</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\">\nA Stock-Market \"Harris Trade\" Is Starting to Take Shape\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-12 23:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1917777945.USD":"安联专题基金Cl AT Acc","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4084":"特种房地产投资信托","ICLN":"iShares S&P Global Clean Energy","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4503":"景林资产持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4165":"安全和报警服务","BK4587":"ChatGPT概念","FSLR":"第一太阳能","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4592":"伊斯兰概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4579":"人工智能","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","TAN":"太阳能ETF-Guggenheim","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466627845","content_text":"The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp. $(DJT)$ and private-prisons company Geo Group Inc. $(GEO)$ fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.ETFs in the space - including the Invesco Solar ETF TAN and the iShares Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. $(FSLR)$ were a standout, rising more than 15%, FactSet data showed.\"There were clearly signs of a Harris trade,\" said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. \"Solar was ripping, [while] financials and energy were weak.\"Hatfield characterized solar stocks as \"the leading bellwether\" of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as \"one of the cleanest ways to evaluate that bet.\"To be sure, clean-energy stocks haven't always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden's term. Previously, they had outperformed when former President Trump was in the White House.Still, the fact that solar stocks rallied on Wednesday isn't surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn't quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.Yet comments from Nvidia Corp. $(NVDA)$ Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.\"It was an initial overreaction,\" he said. \"It's not going to change the Fed's calculus.\"Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)","news_type":1,"symbols_score_info":{"FSLR":0.8,"TAN":0.9,"ICLN":0.9}},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333377784586480,"gmtCreate":1722436064481,"gmtModify":1722436067942,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333377784586480","repostId":"1196438594","repostType":2,"repost":{"id":"1196438594","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":1722434700,"share":"https://ttm.financial/m/news/1196438594?lang=en_US&edition=fundamental","pubTime":"2024-07-31 22:05","market":"us","language":"en","title":"Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1196438594","media":"Tiger Newspress","summary":"Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne","content":"<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick\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\">2024-07-31 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196438594","content_text":"Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.Those worries are likely to “fade with time,” he wrote in the Wednesday note.Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469574007698128,"gmtCreate":1755680261792,"gmtModify":1755680265070,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469574007698128","repostId":"1194616712","repostType":2,"repost":{"id":"1194616712","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":1755679764,"share":"https://ttm.financial/m/news/1194616712?lang=en_US&edition=fundamental","pubTime":"2025-08-20 16:49","market":"us","language":"en","title":"Crypto Shares Rebound. BIT Mining up Nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194616712","media":"Tiger Newspress","summary":"Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.","content":"<html><head></head><body><p>Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a0d90b723139215a97f4d52b07d1b24\" tg-width=\"672\" tg-height=\"435\"/></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>Crypto Shares Rebound. BIT Mining up Nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%</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\">\nCrypto Shares Rebound. BIT Mining up Nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-08-20 16:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a0d90b723139215a97f4d52b07d1b24\" tg-width=\"672\" tg-height=\"435\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMNR":"BitMine Immersion Technologies Inc.","SBET":"SharpLink Gaming"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194616712","content_text":"Crypto shares jumped on Wednesday. BIT Mining up nearly 8%; BitMine up 4%; SharpLink Gaming up 3%; DeFi Dev, BTCS, Bit Digital up over 2%; Strategy, Circle, Coinbase up 1%.","news_type":1,"symbols_score_info":{"SBET":1.1,"BMNR":1.1,"BTCM":1.1}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461487498080752,"gmtCreate":1753686034452,"gmtModify":1753686038505,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/461487498080752","repostId":"1139921137","repostType":2,"repost":{"id":"1139921137","kind":"news","pubTimestamp":1753422171,"share":"https://ttm.financial/m/news/1139921137?lang=en_US&edition=fundamental","pubTime":"2025-07-25 13:42","market":"sg","language":"en","title":"OCBC Investment Research Downgrades CDL To ‘Hold’ After Share Price Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1139921137","media":"Edge","summary":"The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has,...","content":"<p>The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has, however, kept its fair value estimate of $6.01, pending CDL’s results release for the 1HFY2025 ended June. CDL will release its results on Aug 13.</p><p>In its July 24 report, the team notes that there have been more positive developments including CDL’s divestment of its 50.1% interest in the South Beach mixed-use integrated development to its joint venture (JV) partner, IOI Properties Group. The stake was divested at an agreed property value of $2.75 billion on a 100% basis, or a 3% premium to the property’s valuation of $2.67 billion as at Dec 31, 2024.</p><p>As such, the team notes that CDL is likely to receive $834.2 million in proceeds, which will allow the group to reduce its gearing and redeploy capital. The proceeds may also result in a special dividend to shareholders, the team suggests.</p>","source":"lsy1655096814160","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>OCBC Investment Research Downgrades CDL To ‘Hold’ After Share Price Rebound</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\">\nOCBC Investment Research Downgrades CDL To ‘Hold’ After Share Price Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-25 13:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/ocbc-investment-research-downgrades-cdl-hold-after-share-price-rebound><strong>Edge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has, ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/ocbc-investment-research-downgrades-cdl-hold-after-share-price-rebound\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C09.SI":"城市发展"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/ocbc-investment-research-downgrades-cdl-hold-after-share-price-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139921137","content_text":"The research team at OCBC Investment Research has downgraded City Developments Limited (CDL) to “hold” after CDL’s shares rebounded by some 40.5% as at July 23 from its trough in April. The team has, however, kept its fair value estimate of $6.01, pending CDL’s results release for the 1HFY2025 ended June. CDL will release its results on Aug 13.In its July 24 report, the team notes that there have been more positive developments including CDL’s divestment of its 50.1% interest in the South Beach mixed-use integrated development to its joint venture (JV) partner, IOI Properties Group. The stake was divested at an agreed property value of $2.75 billion on a 100% basis, or a 3% premium to the property’s valuation of $2.67 billion as at Dec 31, 2024.As such, the team notes that CDL is likely to receive $834.2 million in proceeds, which will allow the group to reduce its gearing and redeploy capital. The proceeds may also result in a special dividend to shareholders, the team suggests.","news_type":1,"symbols_score_info":{"C09.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":456597470925136,"gmtCreate":1752481332166,"gmtModify":1752481334535,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$&nbsp;</a>&nbsp;","text":"$SEMBCORP INDUSTRIES LTD(U96.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/456597470925136","isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450397410742304,"gmtCreate":1750988571930,"gmtModify":1750988575806,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450397410742304","repostId":"1167646791","repostType":2,"repost":{"id":"1167646791","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":1750983459,"share":"https://ttm.financial/m/news/1167646791?lang=en_US&edition=fundamental","pubTime":"2025-06-27 08:17","market":"us","language":"en","title":"Post-Bell｜S&P 500, Nasdaq Nearer to Record Closing Highs; Nvidia Rises After Fresh Record; Nvidia Rises After Fresh Record; Cyngn Soars 171%; Core Scientific Surges 33%; BigBear.ai up 21%; SMCI up 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167646791","media":"Tiger Newspress","summary":"Wall Street closed higher on Thursday, nudging the S&P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to su","content":"<html><head></head><body><p>Wall Street closed higher on Thursday, nudging the S&amp;P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to support the case for the U.S. Federal Reserve lowering borrowing costs this year.</p><p>All three major U.S. stock indexes advanced in a broad rally which placed them on track for weekly gains.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 404.41 points, or 0.94%, to 43,386.84, the S&amp;P 500 gained 48.86 points, or 0.80%, to 6,141.02 and the Nasdaq Composite gained 194.36 points, or 0.97%, to 20,167.91.  <a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> rose 35%;  <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a> up 21%;  <a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a> up 16%;  <a href=\"https://laohu8.com/S/HIMS\">Hims &amp; Hers Health Inc.</a> up 12%;  <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> up 8%;  <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a> up 6%;  <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97a862a2813ec54cdab9f2fcfa07891b\" tg-width=\"560\" tg-height=\"105\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> was up 0.5% to build on its record close from Wednesday. The AI chip maker is the most valuable U.S. company with a market capitalization of $3.78 trillion. Microsoft comes in second at just under $3.7 trillion. Coming into Thursday, Nvidia shares have gained 16% this year.</p><p><a href=\"https://laohu8.com/S/CYN\">Cyngn Inc</a> stock surged 171% on Thursday after the company announced its partnership with Nvidia to showcase its autonomous industrial vehicles at Automatica 2025.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> is in talks to acquire <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, according to people familiar with the matter, after the AI company&#39;s unsuccessful attempt to buy the digital-infrastructure firm about a year ago. Shares of Core Scientific surged more than 33% on Thursday.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, the memory-chip maker, fell 1% even after reporting fiscal third-quarter adjusted earnings that easily topped Wall Street estimates. Total revenue rose 37% to $9.3 billion, exceeding expectations. Revenue attributed to high-bandwidth memory, which is used in AI systems, jumped nearly 50% quarter over quarter. Micron forecast fourth-quarter revenue of $10.4 billion to $11 billion, better than estimates of $9.9 billion.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> rose 0.9% to $144.25, marking a record close. The stock is up 91% this year.</p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  was flat after rising earlier in the session. Shares of the electric-vehicle company fell 0.5% on Wednesday after Tesla sold 13,863 cars in Europe in May, down 28% from a year earlier, while overall EV sales in the region jumped 25%. Benchmark analyst Mickey Legg raised his price target on the stock Thursday to $475 from $350, citing the &#34;successful&#34; launch Sunday of the company&#39;s robo-taxi service.</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>, the cryptocurrency exchange, was up 5.5% after rising 3.1% on Wednesday to $355.37, the stock&#39;s highest close since Nov. 9, 2021, according to Dow Jones Market Data. Coming into Thursday, Coinbase has soared 54% in June, putting it on pace for its best month since November 2024. The company has benefited from Senate passage of the Genius Act, a bill clarifying how stablecoins are regulated.</p><h2 id=\"id_3588777069\">Market News</h2><h3 id=\"id_4253356080\">Market Bets on a More Dovish Fed as Trump Eyes Powell&#39;s Replacement</h3><p>The gulf between where the Federal Reserve projects interest rates will be by the end of 2026 and the more aggressive cutting financial markets expect by then is partly due to the expectation that U.S. central bank chief Jerome Powell will be replaced by somebody more dovish next year, investors said.</p><p>They, however, cautioned against assuming that a change of guard at the Fed would necessarily deliver as much policy easing as markets and U.S. President Donald Trump expect.</p><h3 id=\"id_127209358\" style=\"text-align: start;\">Coinbase Shares Hit First Record Since 2021 on Stablecoin Fervor</h3><p>Coinbase Global Inc. shares closed at the highest level ever, capping off a rally fueled by growing acceptance of the cryptocurrency industry on Wall Street and in Washington.</p><p>The crypto-exchange operator’s stock rose 5.5% on Thursday to $375.07. The previous high was $357.39 in November 2021, just months after the company went public through a direct listing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e56995a5b6a5a6e2e828adb178cb0512\" tg-width=\"960\" tg-height=\"672\"/></p><h3 id=\"id_1966018165\" style=\"text-align: start;\">Nike Tops Low Expectations in FQ4, Signals Bottoming of Headwinds</h3><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>’s fiscal fourth quarter results were better than Wall Street feared and in-line with the company’s own modest expectations thanks to promotional pricing on its popular sneakers, but still “not where we want them to be.”</p><p style=\"text-align: left;\">“As we enter a new fiscal year, we are turning the page, and the next step is aligning our teams to lead with sport through what we are calling the sport offense. This will accelerate our Win Now actions to reposition our business for future growth,&#34; Nike CEO Elliott Hill said in a statement.</p><h3 id=\"id_1961455867\"></h3></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｜S&P 500, Nasdaq Nearer to Record Closing Highs; Nvidia Rises After Fresh Record; Nvidia Rises After Fresh Record; Cyngn Soars 171%; Core Scientific Surges 33%; BigBear.ai up 21%; SMCI up 6%</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\">\nPost-Bell｜S&P 500, Nasdaq Nearer to Record Closing Highs; Nvidia Rises After Fresh Record; Nvidia Rises After Fresh Record; Cyngn Soars 171%; Core Scientific Surges 33%; BigBear.ai up 21%; SMCI up 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-06-27 08:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed higher on Thursday, nudging the S&amp;P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to support the case for the U.S. Federal Reserve lowering borrowing costs this year.</p><p>All three major U.S. stock indexes advanced in a broad rally which placed them on track for weekly gains.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average rose 404.41 points, or 0.94%, to 43,386.84, the S&amp;P 500 gained 48.86 points, or 0.80%, to 6,141.02 and the Nasdaq Composite gained 194.36 points, or 0.97%, to 20,167.91.  <a href=\"https://laohu8.com/S/QS\">Quantumscape Corp.</a> rose 35%;  <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai Holdings</a> up 21%;  <a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a> up 16%;  <a href=\"https://laohu8.com/S/HIMS\">Hims &amp; Hers Health Inc.</a> up 12%;  <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a> up 8%;  <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a> up 6%;  <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell 7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97a862a2813ec54cdab9f2fcfa07891b\" tg-width=\"560\" tg-height=\"105\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> was up 0.5% to build on its record close from Wednesday. The AI chip maker is the most valuable U.S. company with a market capitalization of $3.78 trillion. Microsoft comes in second at just under $3.7 trillion. Coming into Thursday, Nvidia shares have gained 16% this year.</p><p><a href=\"https://laohu8.com/S/CYN\">Cyngn Inc</a> stock surged 171% on Thursday after the company announced its partnership with Nvidia to showcase its autonomous industrial vehicles at Automatica 2025.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> is in talks to acquire <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, according to people familiar with the matter, after the AI company&#39;s unsuccessful attempt to buy the digital-infrastructure firm about a year ago. Shares of Core Scientific surged more than 33% on Thursday.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, the memory-chip maker, fell 1% even after reporting fiscal third-quarter adjusted earnings that easily topped Wall Street estimates. Total revenue rose 37% to $9.3 billion, exceeding expectations. Revenue attributed to high-bandwidth memory, which is used in AI systems, jumped nearly 50% quarter over quarter. Micron forecast fourth-quarter revenue of $10.4 billion to $11 billion, better than estimates of $9.9 billion.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> rose 0.9% to $144.25, marking a record close. The stock is up 91% this year.</p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  was flat after rising earlier in the session. Shares of the electric-vehicle company fell 0.5% on Wednesday after Tesla sold 13,863 cars in Europe in May, down 28% from a year earlier, while overall EV sales in the region jumped 25%. Benchmark analyst Mickey Legg raised his price target on the stock Thursday to $475 from $350, citing the &#34;successful&#34; launch Sunday of the company&#39;s robo-taxi service.</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>, the cryptocurrency exchange, was up 5.5% after rising 3.1% on Wednesday to $355.37, the stock&#39;s highest close since Nov. 9, 2021, according to Dow Jones Market Data. Coming into Thursday, Coinbase has soared 54% in June, putting it on pace for its best month since November 2024. The company has benefited from Senate passage of the Genius Act, a bill clarifying how stablecoins are regulated.</p><h2 id=\"id_3588777069\">Market News</h2><h3 id=\"id_4253356080\">Market Bets on a More Dovish Fed as Trump Eyes Powell&#39;s Replacement</h3><p>The gulf between where the Federal Reserve projects interest rates will be by the end of 2026 and the more aggressive cutting financial markets expect by then is partly due to the expectation that U.S. central bank chief Jerome Powell will be replaced by somebody more dovish next year, investors said.</p><p>They, however, cautioned against assuming that a change of guard at the Fed would necessarily deliver as much policy easing as markets and U.S. President Donald Trump expect.</p><h3 id=\"id_127209358\" style=\"text-align: start;\">Coinbase Shares Hit First Record Since 2021 on Stablecoin Fervor</h3><p>Coinbase Global Inc. shares closed at the highest level ever, capping off a rally fueled by growing acceptance of the cryptocurrency industry on Wall Street and in Washington.</p><p>The crypto-exchange operator’s stock rose 5.5% on Thursday to $375.07. The previous high was $357.39 in November 2021, just months after the company went public through a direct listing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e56995a5b6a5a6e2e828adb178cb0512\" tg-width=\"960\" tg-height=\"672\"/></p><h3 id=\"id_1966018165\" style=\"text-align: start;\">Nike Tops Low Expectations in FQ4, Signals Bottoming of Headwinds</h3><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>’s fiscal fourth quarter results were better than Wall Street feared and in-line with the company’s own modest expectations thanks to promotional pricing on its popular sneakers, but still “not where we want them to be.”</p><p style=\"text-align: left;\">“As we enter a new fiscal year, we are turning the page, and the next step is aligning our teams to lead with sport through what we are calling the sport offense. This will accelerate our Win Now actions to reposition our business for future growth,&#34; Nike CEO Elliott Hill said in a statement.</p><h3 id=\"id_1961455867\"></h3></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","CORZ":"Core Scientific, Inc.","BBAI":"BigBear.ai Holdings","CYN":"Cyngn Inc",".IXIC":"NASDAQ Composite","SMCI":"超微电脑","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167646791","content_text":"Wall Street closed higher on Thursday, nudging the S&P 500 and the Nasdaq nearer to record closing highs as the Israel-Iran ceasefire continued to hold and a raft of economic indicators appeared to support the case for the U.S. Federal Reserve lowering borrowing costs this year.All three major U.S. stock indexes advanced in a broad rally which placed them on track for weekly gains.Market SnapshotThe Dow Jones Industrial Average rose 404.41 points, or 0.94%, to 43,386.84, the S&P 500 gained 48.86 points, or 0.80%, to 6,141.02 and the Nasdaq Composite gained 194.36 points, or 0.97%, to 20,167.91.  Quantumscape Corp. rose 35%;  BigBear.ai Holdings up 21%;  AeroVironment up 16%;  Hims & Hers Health Inc. up 12%;  Circle Internet Corp. up 8%;  SUPER MICRO COMPUTER INC up 6%;  XPeng Inc. fell 7%.Market MoversNVIDIA was up 0.5% to build on its record close from Wednesday. The AI chip maker is the most valuable U.S. company with a market capitalization of $3.78 trillion. Microsoft comes in second at just under $3.7 trillion. Coming into Thursday, Nvidia shares have gained 16% this year.Cyngn Inc stock surged 171% on Thursday after the company announced its partnership with Nvidia to showcase its autonomous industrial vehicles at Automatica 2025.CoreWeave is in talks to acquire Core Scientific, according to people familiar with the matter, after the AI company's unsuccessful attempt to buy the digital-infrastructure firm about a year ago. Shares of Core Scientific surged more than 33% on Thursday.Micron Technology, the memory-chip maker, fell 1% even after reporting fiscal third-quarter adjusted earnings that easily topped Wall Street estimates. Total revenue rose 37% to $9.3 billion, exceeding expectations. Revenue attributed to high-bandwidth memory, which is used in AI systems, jumped nearly 50% quarter over quarter. Micron forecast fourth-quarter revenue of $10.4 billion to $11 billion, better than estimates of $9.9 billion.Palantir rose 0.9% to $144.25, marking a record close. The stock is up 91% this year. Tesla Motors  was flat after rising earlier in the session. Shares of the electric-vehicle company fell 0.5% on Wednesday after Tesla sold 13,863 cars in Europe in May, down 28% from a year earlier, while overall EV sales in the region jumped 25%. Benchmark analyst Mickey Legg raised his price target on the stock Thursday to $475 from $350, citing the \"successful\" launch Sunday of the company's robo-taxi service.Coinbase, the cryptocurrency exchange, was up 5.5% after rising 3.1% on Wednesday to $355.37, the stock's highest close since Nov. 9, 2021, according to Dow Jones Market Data. Coming into Thursday, Coinbase has soared 54% in June, putting it on pace for its best month since November 2024. The company has benefited from Senate passage of the Genius Act, a bill clarifying how stablecoins are regulated.Market NewsMarket Bets on a More Dovish Fed as Trump Eyes Powell's ReplacementThe gulf between where the Federal Reserve projects interest rates will be by the end of 2026 and the more aggressive cutting financial markets expect by then is partly due to the expectation that U.S. central bank chief Jerome Powell will be replaced by somebody more dovish next year, investors said.They, however, cautioned against assuming that a change of guard at the Fed would necessarily deliver as much policy easing as markets and U.S. President Donald Trump expect.Coinbase Shares Hit First Record Since 2021 on Stablecoin FervorCoinbase Global Inc. shares closed at the highest level ever, capping off a rally fueled by growing acceptance of the cryptocurrency industry on Wall Street and in Washington.The crypto-exchange operator’s stock rose 5.5% on Thursday to $375.07. The previous high was $357.39 in November 2021, just months after the company went public through a direct listing.Nike Tops Low Expectations in FQ4, Signals Bottoming of HeadwindsNike’s fiscal fourth quarter results were better than Wall Street feared and in-line with the company’s own modest expectations thanks to promotional pricing on its popular sneakers, but still “not where we want them to be.”“As we enter a new fiscal year, we are turning the page, and the next step is aligning our teams to lead with sport through what we are calling the sport offense. This will accelerate our Win Now actions to reposition our business for future growth,\" Nike CEO Elliott Hill said in a statement.","news_type":1,"symbols_score_info":{"CORZ":1.1,".SPX":1.1,"CYN":1.1,".IXIC":1.1,"NVDA":1.1,"SMCI":1.1,"BBAI":1.1}},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443613563650704,"gmtCreate":1749326299338,"gmtModify":1749326303118,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443613563650704","repostId":"2541833062","repostType":2,"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347580785356856,"gmtCreate":1725882121314,"gmtModify":1725882123220,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347580785356856","repostId":"2466562131","repostType":2,"repost":{"id":"2466562131","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":1725881673,"share":"https://ttm.financial/m/news/2466562131?lang=en_US&edition=fundamental","pubTime":"2024-09-09 19:34","market":"sh","language":"en","title":"Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway","url":"https://stock-news.laohu8.com/highlight/detail?id=2466562131","media":"Dow Jones","summary":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1.5% to $104.39 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.","content":"<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-09 19:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDA":"英伟达","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0444971666.USD":"天利全球科技基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","BK4543":"AI","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4503":"景林资产持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466562131","content_text":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.\"Our sense is that Nvidia is becoming just another large-cap growth stock,\" a team led by U.S. equity strategist Scott Chronert wrote. \"A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.\"They added that the selloff after Nvidia's solid, but not spectacular, earnings is a sign that the semiconductor giant's status as an AI darling is fading.Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&P 500 ticked up 0.6%.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340462644973648,"gmtCreate":1724151804463,"gmtModify":1724151808264,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340462644973648","repostId":"2460075492","repostType":2,"repost":{"id":"2460075492","kind":"highlight","pubTimestamp":1724149208,"share":"https://ttm.financial/m/news/2460075492?lang=en_US&edition=fundamental","pubTime":"2024-08-20 18:20","market":"us","language":"en","title":"TSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo","url":"https://stock-news.laohu8.com/highlight/detail?id=2460075492","media":"Bloomberg","summary":"Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ","content":"<div>\n<p>Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo\">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 Breaks Ground on €10 Billion German Plant in Chip War Salvo</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4512":"苹果概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A 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Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4548":"巴美列捷福持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2460075492","content_text":"Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in Dresden.Taiwan Semiconductor Manufacturing Co. broke ground in eastern Germany on its first European plant as the continent seeks to safeguard its chip supplies amid growing US-China tensions.“We are dependent on semiconductors for our sustainable future technologies, but we must not be dependent on other regions of the world for the supply of semiconductors,” said German Chancellor Olaf Scholz, who attended a ceremony on Tuesday to mark the start of construction of the €10 billion ($11 billion) fab in the city of Dresden. About half of the funding will be covered by state subsidies.Germany is leading the European Union push to produce one-fifth of the world’s semiconductors by 2030, with the bloc seeking to build up capacity following Covid-era disruptions and as the relationship between Washington and Beijing deteriorates. The US, Japan and others are also showering subsidies on the chip industry to localize production of the components that control everything from cutting-edge artificial intelligence to everyday gadgets.TSMC is the world’s biggest contract chipmaker, with Apple Inc. and Nvidia Corp. relying on it for their most important products. It will anchor the Dresden project with a 70% stake in the plant, which will produce chips for the automotive and industrial sectors.TSMC Chief Executive Officer C.C. Wei attended the event together with European Commission President Ursula von der Leyen and the heads of Infineon Technologies AG, NXP Semiconductors NV and Robert Bosch GmbH, which each hold a 10% stake in the venture.C.C. Wei in Dresden.Scholz has emerged as Europe’s biggest backer of the semiconductor industry as he seeks to promote Germany’s tech sector and secure supplies of critical components for the country’s manufacturing businesses.His government plans to spend €20 billion to bolster domestic chip production. That includes the TSMC plant and €10 billion in aid for a planned Intel Corp. plant in Magdeburg.The EU approved Germany’s €5 billion subsidy for the Dresden fab, von der Leyen said at the event.The new site will help Europe reduce its reliance on Asia for importing vital technology and comes after German carmakers including Volkswagen AG and Porsche AG expressed interest in boosting domestic chip production.Production is slated to begin by the end of 2027.Semiconductor production became a top priority for governments around the world when Covid-19 lockdowns exposed how vulnerable economies are to supply chain disruptions. Chip shortages shut down car factories around the world and took years to iron out.The growing geopolitical rift between Washington and Beijing has raised the stakes. China is the biggest market for semiconductors and is seeking to produce more, and more sophisticated, chips domestically. The US has responded by attempting to limit its development with export controls and tariffs, citing national security concerns.Attendees arrive for the TSMC ground-breaking ceremony.Tensions over Taiwan, where the bulk of TSMC’s production is based, have contributed to the company’s expansion abroad. Beijing considers Taiwan a part of its territory, and an economic blockade or conflict over the island would massively disrupt the global supply chain.This year TSMC opened its first plant in Japan and it has pledged to build three advanced plants in the US state of Arizona with total investments exceeding $65 billion.","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340177304932480,"gmtCreate":1724082126259,"gmtModify":1724124398826,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340177304932480","isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318512720068696,"gmtCreate":1718772508450,"gmtModify":1718772512762,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318512720068696","repostId":"2444100580","repostType":2,"repost":{"id":"2444100580","kind":"highlight","pubTimestamp":1718766257,"share":"https://ttm.financial/m/news/2444100580?lang=en_US&edition=fundamental","pubTime":"2024-06-19 11:04","market":"us","language":"en","title":"Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2444100580","media":"InvestorPlace","summary":"There's no doubt that Palantir Technologies is capitalizing on the AI trend, but it's risky to chase Palantir stock at high prices.","content":"<div>\n<p>Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it....</p>\n\n<a href=\"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/\">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>Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock</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\">\nRight Company, Wrong Price! Here’s When You Should Buy Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-19 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it....</p>\n\n<a href=\"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4592":"伊斯兰概念","LU0080751232.USD":"富达环球多元动力基金A","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","BK4579":"人工智能","BK4548":"巴美列捷福持仓","PLTR":"Palantir Technologies Inc.","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4023":"应用软件","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4543":"AI","BK4527":"明星科技股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4534":"瑞士信贷持仓","LU0079474960.USD":"联博美国增长基金A","BK4503":"景林资产持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4547":"WSB热门概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444100580","content_text":"Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it.Palantir Technologies (NYSE:PLTR) offers data analytics, cybersecurity and artificial intelligence services. AI technology is a hypergrowth market, but caution is advised. Palantir stock has already priced in expected growth, so it’s not a good time to buy.As the old saying goes, trees don’t grow straight to Heaven. At some point, Palantir Technologies’ valuation is bound to deflate and the share price is due for a pullback.So, don’t get into the bad habit of chasing expensive stocks. When the time is right and the price is more reasonable, you can confidently pull the trigger on Palantir stock.Palantir’s Financial Growth Isn’t Mind-BlowingFirst of all, Palantir Technologies’ overeager investors should bear in mind that businesses and even governments can’t just spend endless money on Palantir’s products.In a stark example of this, the United Kingdom government just ended its 27 million euro border-software contract with Palantir Technologies due to “budget pressures.”Furthermore, it’s a misconception to think that Palantir’s sales and income are expanding at warp speed. Notably, Palantir’s revenue grew 17% year over year in 2023’s third quarter, followed by 20% growth in the fourth quarter and 21% growth in 2024’s first quarter.In other words, Palantir’s sales growth is accelerating gradually, not by leaps and bounds. Meanwhile, the company posted adjusted EPS of 7 cents in Q3 2023, followed by 8 cents in Q4 2023 and 8 cents in Q1 2024.I don’t know about you, but I’m not seeing any hypergrowth in those data points. This would all be fine if Palantir stock were reasonably valued, but you may be shocked to discover how overpriced it really is.Palantir Is the ‘Most Expensive Name’Jefferies Senior Analyst Brent Thill summed up the problem concisely. He called Palantir Technologies the “single most expensive name in our coverage universe.”That’s a powerful claim, but it’s not unreasonable at all. Consider that Palantir’s GAAP-measured trailing 12-month price-to-earnings ratio is a jaw-dropping 194.32x. For reference, the sector median P/E ratio is 30.64x, and market darling Nvidia’s (NASDAQ:NVDA) P/E ratio is 75.7x.It’s difficult to justify Palantir’s P/E ratio in light of the company’s aforementioned revenue and EPS growth stats. Thus, Thill expects that there will be “better entry points for the stock.”This isn’t a criticism of Palantir Technologies as a company. Thill praised Palantir’s “great momentum … in their suite and customer adoption,” and I’m fully on board with that assessment.It’s just a matter of being patient and waiting for the right entry price for Palantir stock.Buy Palantir Stock at This PricePalantir Technologies’ P/E ratio will come down if and when the share price declines in 2024’s second half. Waiting can be the hardest part, but it’s a necessary part of the value-investing process.Palantir stock traded at $16 before it shot up like a rocket earlier this year, but it’s not likely to revisit $16 anytime soon. Hence, $20 is a more realistic buy price.Then, you can buy more shares if the stock continues falling to $18 and $16. That’s a smart way to invest in Palantir Technologies, and in the growth of the AI technology market, at a more reasonable price.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316667185692976,"gmtCreate":1718338972330,"gmtModify":1718338976858,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316667185692976","repostId":"1185162006","repostType":2,"repost":{"id":"1185162006","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1718335800,"share":"https://ttm.financial/m/news/1185162006?lang=en_US&edition=fundamental","pubTime":"2024-06-14 11:30","market":"us","language":"en","title":"Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1185162006","media":"Benzinga","summary":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.Wh","content":"<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap</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\">\nDan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-06-14 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</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":"1185162006","content_text":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.What Happened: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of Gerber Kawasaki Wealth, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.Wedbush analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”Why It Matters: The shareholder meeting saw Tesla shareholders reapprove Elon Musk's multibillion-dollar pay package, signaling strong support for the EV maker's longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.The approval was announced at Tesla's annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: \"I just want to start out by saying, ‘Hot damn, I love you guys.'\"This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.Price Action: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312805193126200,"gmtCreate":1717394266582,"gmtModify":1717395849667,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312805193126200","repostId":"2440112965","repostType":2,"repost":{"id":"2440112965","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":1717384656,"share":"https://ttm.financial/m/news/2440112965?lang=en_US&edition=fundamental","pubTime":"2024-06-03 11:17","market":"fut","language":"en","title":"Asics Stock Catches Fire Along With Its Dad Sneakers","url":"https://stock-news.laohu8.com/highlight/detail?id=2440112965","media":"Dow Jones","summary":"Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men's and women's races, according to the company.In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.The performance running shoes segment is Asics' largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.","content":"<html><head></head><body><p>Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.</p><p>The running shoe maker&#39;s stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2af0eedba091b67361924ba4b13c29cb\" tg-width=\"340\" tg-height=\"428\"/></p><p>Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men&#39;s and women&#39;s races, according to the company.</p><p>In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.</p><p>Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka&#39;s sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.</p><p>The performance running shoes segment is Asics&#39; largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.</p><p>But outside of runners and Onitsuka Tiger, Asics was perhaps best known for &#34;dad sneakers&#34; -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of &#34;ugly shoes&#34; that have seen an explosion in popularity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/835ad08309546710c70dbc55148f9aca\" tg-width=\"624\" tg-height=\"523\"/></p><p>Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company&#39;s more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.</p><p>Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.</p><p>Asics trades at 34 times forward earnings, according to S&amp;P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.</p><p>Asics is sprinting ahead. It still has room to run.</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>Asics Stock Catches Fire Along With Its Dad Sneakers</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\">\nAsics Stock Catches Fire Along With Its Dad Sneakers\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\">2024-06-03 11:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.</p><p>The running shoe maker&#39;s stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2af0eedba091b67361924ba4b13c29cb\" tg-width=\"340\" tg-height=\"428\"/></p><p>Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men&#39;s and women&#39;s races, according to the company.</p><p>In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.</p><p>Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka&#39;s sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.</p><p>The performance running shoes segment is Asics&#39; largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.</p><p>But outside of runners and Onitsuka Tiger, Asics was perhaps best known for &#34;dad sneakers&#34; -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of &#34;ugly shoes&#34; that have seen an explosion in popularity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/835ad08309546710c70dbc55148f9aca\" tg-width=\"624\" tg-height=\"523\"/></p><p>Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company&#39;s more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.</p><p>Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.</p><p>Asics trades at 34 times forward earnings, according to S&amp;P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.</p><p>Asics is sprinting ahead. It still has room to run.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0823411888.USD":"法巴消费创新基金 Cap","ASCCY":"Asics Corp.","DECK":"Deckers Outdoor Corporation","BK4567":"ESG概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4558":"双十一","NKE":"耐克","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","CROX":"卡骆驰","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","ASCCF":"Asics Corp.","BK4588":"碎股","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4146":"鞋类","BK4561":"索罗斯持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440112965","content_text":"Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.The running shoe maker's stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men's and women's races, according to the company.In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka's sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.The performance running shoes segment is Asics' largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.But outside of runners and Onitsuka Tiger, Asics was perhaps best known for \"dad sneakers\" -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of \"ugly shoes\" that have seen an explosion in popularity.Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company's more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.Asics trades at 34 times forward earnings, according to S&P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.Asics is sprinting ahead. It still has room to run.","news_type":1,"symbols_score_info":{"DECK":1.1,"ASCCF":0.9,"NKE":0.9,"ASCCY":0.9,"CROX":1.1}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405429899977064,"gmtCreate":1740020843368,"gmtModify":1740020845675,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405429899977064","repostId":"2512299436","repostType":2,"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399867798237400,"gmtCreate":1738649106483,"gmtModify":1738649110149,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399867798237400","repostId":"1100823438","repostType":2,"repost":{"id":"1100823438","kind":"news","pubTimestamp":1738648200,"share":"https://ttm.financial/m/news/1100823438?lang=en_US&edition=fundamental","pubTime":"2025-02-04 13:50","market":"sg","language":"en","title":"Trump's Tariffs and Their Ripple Effect on Singapore's Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1100823438","media":"CNA","summary":"Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024.S","content":"<div>\n<p>Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024....</p>\n\n<a href=\"https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021\">Source Link</a>\n\n</div>\n","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump's Tariffs and Their Ripple Effect on Singapore's Economy</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\">\nTrump's Tariffs and Their Ripple Effect on Singapore's Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-04 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024....</p>\n\n<a href=\"https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.channelnewsasia.com/singapore/trump-tariffs-china-us-singapore-impact-4913021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100823438","content_text":"Analysts say the impact would be cushioned by other factors, but could worsen if more countries are targeted by US tariffs.A general view of the Pulau Brani port terminal in Singapore on Jul 3, 2024.Singapore’s open, trade-dependent economy could face slower growth and weaker business sentiment, even though it is not directly targeted by the latest US tariffs announced over the weekend.Analysts said on Monday (Feb 3) that the 10 per cent tariffs on Chinese goods will have a greater impact on Singapore than the 25 per cent tariffs on Canadian and Mexican imports.US President Donald Trump announced on Saturday that these tariffs would remain in place until a national emergency over the drug fentanyl and illegal immigration to the US is resolved. However, the White House did not clarify what specific actions the three affected countries would need to take.While President Trump has previously threatened tariffs, some were surprised by how quickly he implemented them.Mr Mansoor Mohi-uddin, chief economist at the Bank of Singapore, said many had expected “lengthy negotiations” between the US and its key trading partners in the first few months of the year.“The consensus was that expected US tariffs would only threaten the economic outlook in the second half of 2025,” he said.DAMPENING EXPORTSGiven Singapore’s small size and high dependence on trade, its economy has limited options if US tariffs slow global trade and growth, analysts said.Reduced US imports would likely dampen Singapore's export growth, according to Mr Ray Farris, chief economist at Eastspring Investments. The uncertainty surrounding global trade could also weaken business sentiment.Ms Sheana Yue, an economist at Oxford Economics, pointed out that business investment in Singapore is closely linked to exports.“We suspect business sentiment will sour over the coming quarters,” she said.However, she does not expect a severe slowdown. “Our modelling suggests GDP will slow by only 0.4 per cent from our baseline in Q1 2026,” she added.Mr Brian Lee, an economist at Maybank Securities, highlighted that Singapore's outlook is supported by easing monetary conditions, the construction of major infrastructure projects and an expected “generous election Budget”.Singapore’s Budget statement will be delivered on Feb 18, and the General Election must be held by Nov 23.“We are projecting 2025 GDP growth slowing to 2.6 per cent from the 4 per cent flash estimate in 2024 – our forecast lies at the upper end of MTI’s 1 per cent – 3 per cent range,” he said.TARIFFS ON CHINA TO HAVE BIGGER IMPACTChina, one of Singapore’s largest trading partners, is expected to feel the brunt of US tariffs, which will in turn affect Singapore. North American trade is largely contained within the US, Canada and Mexico, said Mr Mohi-uddin, whereas a drop in China's exports to the US could reduce Chinese demand for goods and services from the rest of Asia.Ms Yue said Singapore’s trade volume with China is 20 times larger than its combined trade volume with Canada and Mexico. As Singapore’s other trade partners also have strong ties with China, the ripple effects could be significant. “The US is also likely to scrutinise Singapore’s relationship with China, especially following news of Nvidia chips being procured illegally by DeepSeek in Singapore,” she added.WHAT IF THE TRADE WAR WIDENS?While President Trump has “fired the starting gun” on a broader trade war, Mr Mohi-uddin suggested that the US may still negotiate fresh agreements with its trading partners, potentially avoiding a prolonged conflict.However, Ms Yue believes a trade war has already begun, as Canada and Mexico have announced retaliatory tariffs on US goods.“If tariffs are widened, the key impact on Singapore will be a hit to exports,” she said, adding that investment decisions and economic growth would also be affected.Mr Farris of Eastspring Investments said that if the US imposes tariffs on Southeast Asian countries where Chinese companies have relocated operations, Singapore could feel the impact as it services these exports.“This certainly feels like the beginning of a new period of trade tension,” he said. “If it escalates and sustains it will depress global trade which will clearly hurt Singapore.”","news_type":1,"symbols_score_info":{"STI.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373246904090888,"gmtCreate":1732170216496,"gmtModify":1732170220014,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373246904090888","repostId":"2485149451","repostType":2,"repost":{"id":"2485149451","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":1732154886,"share":"https://ttm.financial/m/news/2485149451?lang=en_US&edition=fundamental","pubTime":"2024-11-21 10:08","market":"us","language":"en","title":"Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2485149451","media":"Dow Jones","summary":"Active investors could see more opportunities during a second Trump administration. The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of","content":"<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-21 10:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"Strategy","BK4504":"桥水持仓","BK4592":"伊斯兰概念","SPXU":"三倍做空标普500ETF-ProShares","BK4596":"哈里斯概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SSO":"2倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SDOW":"三倍做空道指30ETF-ProShares","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IVV":"标普500ETF-iShares","OEX":"标普100","SPY":"标普500ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","UPRO":"三倍做多标普500ETF-ProShares","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC",".DJI":"道琼斯","VOO":"Vanguard标普500ETF","OEF":"标普100指数ETF-iShares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4511":"特斯拉概念","DXD":"两倍做空道琼30指数ETF-ProShares","TSLA":"特斯拉","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","DDM":"2倍做多道指ETF-ProShares","LU0823414478.USD":"法巴经典能源转换基金","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","DOG":"道指ETF-ProShares做空","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485149451","content_text":"The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump's surprise victory in 2016 to glean some insights into how things might play out this time around.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.So far, movements across markets following Trump's latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. $(TSLA)$ and cryptocurrency stocks like MicroStrategy Inc. $(MSTR.AU)$.Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.Major indexes like the S&P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso $(USDMXN.FOREX)$ tanked.But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.Many active managers have historically struggled to outperform benchmarks like the S&P 500, although there have been signs recently that their fortunes might be improving.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of U.S. index investment strategy.Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors' money and attention in 2023.But Trump's heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.\"We think this makes sense as policy shifts during Trump's first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,\" Venu Krishna, the bank's head of U.S. equity strategy, said in a report shared with MarketWatch.There were signs that a stock picker's market was already starting to take shape before Trump's victory on Nov. 5.Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.These are all signs that stocks are generating more \"alpha\" as moves in individual names increasingly exceed what's taking place in the broader market. By BofA's count, idiosyncratic moves in stocks have risen to near-record highs lately.The result? A \"stock picker's paradise,\" the BofA team said.Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.","news_type":1,"symbols_score_info":{".DJI":0.8,"MSTR":0.9,".SPX":0.6,"IVV":0.6,"UDOW":0.6,"TSLA":0.9,"DJX":0.6,"OEX":0.6,"OEF":0.6,"DXD":0.6,"DOG":0.6,"DDM":0.6,"SH":0.6,"SDS":0.6,"UPRO":0.6,"SSO":0.6,"SDOW":0.6,"SPY":0.9,"VOO":0.9,"SPXU":0.6,"ESmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353218862592208,"gmtCreate":1727242251857,"gmtModify":1727242255270,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353218862592208","repostId":"1127372415","repostType":2,"repost":{"id":"1127372415","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1727235417,"share":"https://ttm.financial/m/news/1127372415?lang=en_US&edition=fundamental","pubTime":"2024-09-25 11:36","market":"us","language":"en","title":"Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1127372415","media":"Benzinga","summary":"Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability","content":"<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-09-25 11:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127372415","content_text":"Hitachi Rail subsidiary of Hitachi has announced the integration of NVIDIA Corp technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.What Happened: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company's existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.Why It Matters: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.Price Action: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346041885749264,"gmtCreate":1725509762648,"gmtModify":1725509764880,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103242131784560","idStr":"4103242131784560"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346041885749264","repostId":"2465534198","repostType":2,"repost":{"id":"2465534198","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":1725507291,"share":"https://ttm.financial/m/news/2465534198?lang=en_US&edition=fundamental","pubTime":"2024-09-05 11:34","market":"fut","language":"en","title":"Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2465534198","media":"Dow Jones","summary":"This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever.Since Nvidia began its tremendous AI run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines.Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some.Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-05 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4105":"独立电力生产商与能源贸易商","BK4534":"瑞士信贷持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVDA":"英伟达","LU0072462426.USD":"贝莱德全球配置 A2","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4532":"文艺复兴科技持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465534198","content_text":"By Tae Kim \n\n\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n\n\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n\n\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n\n\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n\n\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n\n\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n\n\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n\n\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n\n\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n\n\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n\n\n     Despite the drop, Nvidia remains the best-performing stock in the S&P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n\n\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n\n\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n\n\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n\n\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n\n\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n\n\n     This Week in Barron's Tech \n\n\n   -- Adobe and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n\n\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 06, 2024 14:18 ET (18:18 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}