OngJH personal page - To The Moon

OngJH

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07-10

Trying to crash the price so can buy cheap. So easy to influence.

Altimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1

2024-10-28

Then whats your problem, create more problem?

Sorry, the original content has been removed

2024-10-14

Repeat same things for every stock just to stay relevant.

Sorry, the original content has been removed

2024-10-10

Gold class bunglow come on please be more accurate.

Singapore Mansion on Sale for Record $236 Million, BT Reports

2024-09-11

So sad the a first world country making themselves more lazy. Invest more in education and nutrition and not drugs.

Novo Nordisk Obesity Drug Works for Kids as Young as 6, Study Finds

2024-08-27

$NVIDIA Corp(NVDA)$ everyone try to make it cheap before the Moon

2024-07-16

$Trump Media & Technology(DJT)$ All pump in money for trump to cash out and fund his lobby, genius

2024-07-11

Please post accurate not just rise 4% thats it, it still moving.

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2024-07-03

He let you know he trimmed to make everyone panic and jump ship, so as to lower the price for him to enter again. How futile.

Why This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI

2024-07-01

Why not say 20 years 30 years 40 years, so shallow just making the word counts. High school essay. 10 years later will just rebuff as speculation. Eating the essay soon?

Sorry, the original content has been removed

2024-06-28

ATH Wait for next year, the chance to come or dump

Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?

2024-06-15

Low balled by Apple

OpenAI CEO Says Company Could Become Benefit Corporation - The Information

2024-06-15

Greed revealed

OpenAI CEO Says Company Could Become Benefit Corporation - The Information

2024-06-13

Dont put apple together with nvidia. One Is self made, other is buy and self brand.

Buy Apple Stock, but Not for the Reason You Think

2024-06-13

Say buy then say dont buy, so write something to tell you that not i say buy but also not i say dont buy when it moon.

Is Nvidia Stock a Buy After the 10-for-1 Stock Split?

2024-06-11

They try to make it cheap so they can buy more, market manipulation at best

Nvidia's Stock Falls 2% After the 10-for-1 Stock Split Effective; AMD Falls 4% as Morgan Stanley Slashes Rating

2024-06-10

Reuters love to repeats others' reports

Nvidia Sparks Chatter over Possible Dow Inclusion After Stock Split

2024-05-27

Repeating paragraph, sound like in school making the word count.

Singapore Insurer’s Holders Seeking Better Offer From OCBC

Go to Tiger App to see more news

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Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a pr","content":"<div>\n<p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas\">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>Singapore Mansion on Sale for Record $236 Million, BT Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Mansion on Sale for Record $236 Million, BT Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H30.SI":"鸿福实业"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109683617","content_text":"A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a price tag of S$175 million in 2019.","news_type":1,"symbols_score_info":{"H30.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348143529042120,"gmtCreate":1726019608880,"gmtModify":1726020412306,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"So sad the a first world country making&nbsp; themselves more lazy. Invest more in education and nutrition and not drugs.","listText":"So sad the a first world country making&nbsp; themselves more lazy. Invest more in education and nutrition and not drugs.","text":"So sad the a first world country making themselves more lazy. Invest more in education and nutrition and not drugs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348143529042120","repostId":"2466154114","repostType":2,"repost":{"id":"2466154114","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":1726019100,"share":"https://ttm.financial/m/news/2466154114?lang=en_US&edition=fundamental","pubTime":"2024-09-11 09:45","market":"us","language":"en","title":"Novo Nordisk Obesity Drug Works for Kids as Young as 6, Study Finds","url":"https://stock-news.laohu8.com/highlight/detail?id=2466154114","media":"Dow Jones","summary":"This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<html><head></head><body><p>Some experts favor lifestyle changes over medications to treat obesity in young children</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c67295a561f224fdcb8d21956a9d4cd\" alt=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" title=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" tg-width=\"921\" tg-height=\"609\"/><span>Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.</span></p><p>Amid an ongoing debate over what role, if any, GLP-1 medications should play in treating children who struggle with excess weight while still in elementary school, researchers have concluded that a Novo Nordisk obesity drug may be safe and effective for kids as young as 6 years of age.</p><p style=\"text-align: start;\">Liraglutide, a GLP-1 medication marketed by Novo Nordisk as the weight-loss drug Saxenda and the diabetes treatment Victoza, produced an average reduction in body mass index of 5.8% among 6- to 11-year-olds who took the drug for just over a year as part of a late-stage clinical trial, researchers found. That compares with an average BMI increase of 1.6% for trial participants taking a placebo, according to the study, which will be presented at the annual meeting of the European Association for the Study of Diabetes in Madrid this week and published in the New England Journal of Medicine. </p><p>Nearly half of the trial participants taking liraglutide achieved a BMI reduction of at least 5%, compared with about 9% of those taking placebo. As expected among growing children, both study groups gained some weight during the trial period. The children taking liraglutide gained an average 1.6% of body weight, while those taking placebo gained 10%.</p><p>The results “offer considerable promise to children living with obesity,” Claudia Fox, lead author of the study and co-director of the University of Minnesota Medical School’s Center for Pediatric Obesity Medicine, said in a statement. “To date, children have had virtually no options for treating obesity. They have been told to ‘try harder’ with diet and exercise.” </p><p>The prevalence of obesity among U.S. kids age 6 through 11 has grown over the past couple of decades, from 15.8% around the turn of the millennium to nearly 20%. The condition often persists into adulthood and is linked with serious complications, including Type 2 diabetes and some types of cancer. </p><p>But even as adults and their healthcare providers have quickly embraced newer obesity medications, there’s not yet a clear consensus on what role the drugs should play in treating younger children. The U.S. Preventive Services Task Force in June recommended that kids age 6 and older with a high BMI receive intensive, comprehensive behavioral interventions, such as education about healthy eating habits, counseling on goal-setting and problem-solving, and supervised exercise. As for weight-loss medications, the task force said that more research is needed to fully understand the long-term health outcomes, including possible harms. The task force is an independent panel of medical experts supported by the federal Agency for Healthcare Research and Quality. </p><p style=\"text-align: start;\">The American Academy of Pediatrics, meanwhile, last year issued guidelines saying that there wasn’t enough evidence to recommend use of medications solely for obesity in kids younger than 12. Saxenda is currently approved by the Food and Drug Administration for children 12 and older who have a high BMI.</p><p style=\"text-align: start;\">So far, no medications have been approved for the treatment of general obesity in kids younger than 12. And for some children, lifestyle changes such as adjustments in diet and physical activity may make a meaningful difference, Fox said at a press briefing Tuesday. “We have to be cautious and not imply that these medications are appropriate for every child,” Fox said. But children with more severe forms of obesity, she added, “are not seeing adequate results with lifestyle therapy alone.” </p><p style=\"text-align: start;\">All of the participants in the new trial, which was funded by Novo Nordisk, also received counseling that encouraged sticking to a healthy diet and getting regular exercise. The study also found that kids taking liraglutide had more improvement in diastolic blood pressure and blood-sugar levels.</p><p style=\"text-align: start;\">More than 12% of the children taking liraglutide, however, had serious side effects, compared with 7.7% of those on placebo. As has been seen with adults taking GLP-1 drugs, most of those negative effects were gastrointestinal. Among the children taking liraglutide, 11% stopped the treatment due to side effects, compared with none in the placebo group.</p><p>The study involved 82 children, and “with such a small sample, it’s hard to know, are there more rare side effects that could have emerged or will emerge” once more patients are exposed to the drug, Fox said to reporters Tuesday. “We need much longer-term data and much bigger numbers.” </p><p style=\"text-align: start;\">As with adult patients, there are also concerns about what might happen after children stop taking the medications. Increases in BMI among trial participants after liraglutide treatment stopped are “worrisome,” researchers from the U.K.’s University of Birmingham and University of Bristol wrote in an editorial also published in the New England Journal of Medicine, because such increases imply an ongoing need for medications to prevent a rebound in BMI. </p><p style=\"text-align: start;\">Kids participating in the trial have the option to restart the medication for another 56 weeks, followed by two years of observation after treatment stops, which will help gather longer-term data on the drug’s safety and efficacy, Fox said. </p><p style=\"text-align: start;\">Novo Nordisk’s American depositary receipts have climbed 25% in the year to date, while the S&amp;P 500 has gained 15%. </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>Novo Nordisk Obesity Drug Works for Kids as Young as 6, Study Finds</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\">\nNovo Nordisk Obesity Drug Works for Kids as Young as 6, Study Finds\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\">2024-09-11 09:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some experts favor lifestyle changes over medications to treat obesity in young children</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c67295a561f224fdcb8d21956a9d4cd\" alt=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" title=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" tg-width=\"921\" tg-height=\"609\"/><span>Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.</span></p><p>Amid an ongoing debate over what role, if any, GLP-1 medications should play in treating children who struggle with excess weight while still in elementary school, researchers have concluded that a Novo Nordisk obesity drug may be safe and effective for kids as young as 6 years of age.</p><p style=\"text-align: start;\">Liraglutide, a GLP-1 medication marketed by Novo Nordisk as the weight-loss drug Saxenda and the diabetes treatment Victoza, produced an average reduction in body mass index of 5.8% among 6- to 11-year-olds who took the drug for just over a year as part of a late-stage clinical trial, researchers found. That compares with an average BMI increase of 1.6% for trial participants taking a placebo, according to the study, which will be presented at the annual meeting of the European Association for the Study of Diabetes in Madrid this week and published in the New England Journal of Medicine. </p><p>Nearly half of the trial participants taking liraglutide achieved a BMI reduction of at least 5%, compared with about 9% of those taking placebo. As expected among growing children, both study groups gained some weight during the trial period. The children taking liraglutide gained an average 1.6% of body weight, while those taking placebo gained 10%.</p><p>The results “offer considerable promise to children living with obesity,” Claudia Fox, lead author of the study and co-director of the University of Minnesota Medical School’s Center for Pediatric Obesity Medicine, said in a statement. “To date, children have had virtually no options for treating obesity. They have been told to ‘try harder’ with diet and exercise.” </p><p>The prevalence of obesity among U.S. kids age 6 through 11 has grown over the past couple of decades, from 15.8% around the turn of the millennium to nearly 20%. The condition often persists into adulthood and is linked with serious complications, including Type 2 diabetes and some types of cancer. </p><p>But even as adults and their healthcare providers have quickly embraced newer obesity medications, there’s not yet a clear consensus on what role the drugs should play in treating younger children. The U.S. Preventive Services Task Force in June recommended that kids age 6 and older with a high BMI receive intensive, comprehensive behavioral interventions, such as education about healthy eating habits, counseling on goal-setting and problem-solving, and supervised exercise. As for weight-loss medications, the task force said that more research is needed to fully understand the long-term health outcomes, including possible harms. The task force is an independent panel of medical experts supported by the federal Agency for Healthcare Research and Quality. </p><p style=\"text-align: start;\">The American Academy of Pediatrics, meanwhile, last year issued guidelines saying that there wasn’t enough evidence to recommend use of medications solely for obesity in kids younger than 12. Saxenda is currently approved by the Food and Drug Administration for children 12 and older who have a high BMI.</p><p style=\"text-align: start;\">So far, no medications have been approved for the treatment of general obesity in kids younger than 12. And for some children, lifestyle changes such as adjustments in diet and physical activity may make a meaningful difference, Fox said at a press briefing Tuesday. “We have to be cautious and not imply that these medications are appropriate for every child,” Fox said. But children with more severe forms of obesity, she added, “are not seeing adequate results with lifestyle therapy alone.” </p><p style=\"text-align: start;\">All of the participants in the new trial, which was funded by Novo Nordisk, also received counseling that encouraged sticking to a healthy diet and getting regular exercise. The study also found that kids taking liraglutide had more improvement in diastolic blood pressure and blood-sugar levels.</p><p style=\"text-align: start;\">More than 12% of the children taking liraglutide, however, had serious side effects, compared with 7.7% of those on placebo. As has been seen with adults taking GLP-1 drugs, most of those negative effects were gastrointestinal. Among the children taking liraglutide, 11% stopped the treatment due to side effects, compared with none in the placebo group.</p><p>The study involved 82 children, and “with such a small sample, it’s hard to know, are there more rare side effects that could have emerged or will emerge” once more patients are exposed to the drug, Fox said to reporters Tuesday. “We need much longer-term data and much bigger numbers.” </p><p style=\"text-align: start;\">As with adult patients, there are also concerns about what might happen after children stop taking the medications. Increases in BMI among trial participants after liraglutide treatment stopped are “worrisome,” researchers from the U.K.’s University of Birmingham and University of Bristol wrote in an editorial also published in the New England Journal of Medicine, because such increases imply an ongoing need for medications to prevent a rebound in BMI. </p><p style=\"text-align: start;\">Kids participating in the trial have the option to restart the medication for another 56 weeks, followed by two years of observation after treatment stops, which will help gather longer-term data on the drug’s safety and efficacy, Fox said. </p><p style=\"text-align: start;\">Novo Nordisk’s American depositary receipts have climbed 25% in the year to date, while the S&amp;P 500 has gained 15%. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVO":"诺和诺德"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466154114","content_text":"Some experts favor lifestyle changes over medications to treat obesity in young childrenNovo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.Amid an ongoing debate over what role, if any, GLP-1 medications should play in treating children who struggle with excess weight while still in elementary school, researchers have concluded that a Novo Nordisk obesity drug may be safe and effective for kids as young as 6 years of age.Liraglutide, a GLP-1 medication marketed by Novo Nordisk as the weight-loss drug Saxenda and the diabetes treatment Victoza, produced an average reduction in body mass index of 5.8% among 6- to 11-year-olds who took the drug for just over a year as part of a late-stage clinical trial, researchers found. That compares with an average BMI increase of 1.6% for trial participants taking a placebo, according to the study, which will be presented at the annual meeting of the European Association for the Study of Diabetes in Madrid this week and published in the New England Journal of Medicine. Nearly half of the trial participants taking liraglutide achieved a BMI reduction of at least 5%, compared with about 9% of those taking placebo. As expected among growing children, both study groups gained some weight during the trial period. The children taking liraglutide gained an average 1.6% of body weight, while those taking placebo gained 10%.The results “offer considerable promise to children living with obesity,” Claudia Fox, lead author of the study and co-director of the University of Minnesota Medical School’s Center for Pediatric Obesity Medicine, said in a statement. “To date, children have had virtually no options for treating obesity. They have been told to ‘try harder’ with diet and exercise.” The prevalence of obesity among U.S. kids age 6 through 11 has grown over the past couple of decades, from 15.8% around the turn of the millennium to nearly 20%. The condition often persists into adulthood and is linked with serious complications, including Type 2 diabetes and some types of cancer. But even as adults and their healthcare providers have quickly embraced newer obesity medications, there’s not yet a clear consensus on what role the drugs should play in treating younger children. The U.S. Preventive Services Task Force in June recommended that kids age 6 and older with a high BMI receive intensive, comprehensive behavioral interventions, such as education about healthy eating habits, counseling on goal-setting and problem-solving, and supervised exercise. As for weight-loss medications, the task force said that more research is needed to fully understand the long-term health outcomes, including possible harms. The task force is an independent panel of medical experts supported by the federal Agency for Healthcare Research and Quality. The American Academy of Pediatrics, meanwhile, last year issued guidelines saying that there wasn’t enough evidence to recommend use of medications solely for obesity in kids younger than 12. Saxenda is currently approved by the Food and Drug Administration for children 12 and older who have a high BMI.So far, no medications have been approved for the treatment of general obesity in kids younger than 12. And for some children, lifestyle changes such as adjustments in diet and physical activity may make a meaningful difference, Fox said at a press briefing Tuesday. “We have to be cautious and not imply that these medications are appropriate for every child,” Fox said. But children with more severe forms of obesity, she added, “are not seeing adequate results with lifestyle therapy alone.” All of the participants in the new trial, which was funded by Novo Nordisk, also received counseling that encouraged sticking to a healthy diet and getting regular exercise. The study also found that kids taking liraglutide had more improvement in diastolic blood pressure and blood-sugar levels.More than 12% of the children taking liraglutide, however, had serious side effects, compared with 7.7% of those on placebo. As has been seen with adults taking GLP-1 drugs, most of those negative effects were gastrointestinal. Among the children taking liraglutide, 11% stopped the treatment due to side effects, compared with none in the placebo group.The study involved 82 children, and “with such a small sample, it’s hard to know, are there more rare side effects that could have emerged or will emerge” once more patients are exposed to the drug, Fox said to reporters Tuesday. “We need much longer-term data and much bigger numbers.” As with adult patients, there are also concerns about what might happen after children stop taking the medications. Increases in BMI among trial participants after liraglutide treatment stopped are “worrisome,” researchers from the U.K.’s University of Birmingham and University of Bristol wrote in an editorial also published in the New England Journal of Medicine, because such increases imply an ongoing need for medications to prevent a rebound in BMI. Kids participating in the trial have the option to restart the medication for another 56 weeks, followed by two years of observation after treatment stops, which will help gather longer-term data on the drug’s safety and efficacy, Fox said. Novo Nordisk’s American depositary receipts have climbed 25% in the year to date, while the S&P 500 has gained 15%.","news_type":1,"symbols_score_info":{"NVO":1}},"isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343023120089320,"gmtCreate":1724764242918,"gmtModify":1724764246845,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> everyone try to make it cheap before the Moon","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> everyone try to make it cheap before the Moon","text":"$NVIDIA Corp(NVDA)$ everyone try to make it cheap before the Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343023120089320","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328064110473424,"gmtCreate":1721123840155,"gmtModify":1721123848652,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a>&nbsp; All pump in money for trump to cash out and fund his lobby, genius","listText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a>&nbsp; All pump in money for trump to cash out and fund his lobby, genius","text":"$Trump Media & Technology(DJT)$ All pump in money for trump to cash out and fund his lobby, genius","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/328064110473424","isVote":1,"tweetType":1,"viewCount":2370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326360745316520,"gmtCreate":1720702084171,"gmtModify":1720702087949,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Please post accurate not just rise 4% thats it, it still moving.","listText":"Please post accurate not just rise 4% thats it, it still moving.","text":"Please post accurate not just rise 4% thats it, it still moving.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326360745316520","repostId":"2450026356","repostType":2,"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323336534519896,"gmtCreate":1719969818471,"gmtModify":1719969822288,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"He let you know he trimmed to make everyone panic and jump ship, so as to lower the price for him to enter again. How futile.","listText":"He let you know he trimmed to make everyone panic and jump ship, so as to lower the price for him to enter again. How futile.","text":"He let you know he trimmed to make everyone panic and jump ship, so as to lower the price for him to enter again. How futile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323336534519896","repostId":"2448167169","repostType":4,"repost":{"id":"2448167169","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":1719966945,"share":"https://ttm.financial/m/news/2448167169?lang=en_US&edition=fundamental","pubTime":"2024-07-03 08:35","market":"us","language":"en","title":"Why This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2448167169","media":"Dow Jones","summary":"\"Nvidia dominates the market for graphics processing units  installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.\"The hypsecalers are buying on anticipated demand,\" Ludan said. But he countered that point by saying he believed Tesla Inc. $$, and xAI  were \"incrementally positive drivers\" for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had ","content":"<html><head></head><body><p>As Nvidia Corp. has maintained a streak of hitting quarterly revenue and profit numbers out of the park, what might be lost to investors is that so much of the action around generative artificial intelligence still hinges on the build-out of computing infrastructure, rather than demand for products and services making use of the technology. Ken Laudan of Buffalo Funds is worried about that.</p><p>&#34;I am growing concerned that the handoff from AI enablers to adopters will take much longer than I had previously anticipated,&#34; he said during an interview with MarketWatch.</p><p>Laudan manages the Buffalo Large Cap Fund, which is rated four stars (out of five) within Morningstar&#39;s &#34;Large Growth&#34; category.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> remains an obvious play among companies helping data centers build the computing capacity needed to support their corporate clients&#39; development of products and services that develop generative AI. Laudan calls the companies supplying the needed hardware &#34;AI enablers.&#34; When interviewed in February, he said that &#34;maybe in 2025&#34; investors would begin paying more attention to &#34;AI adopters,&#34; which he defined as &#34;software-centric companies that sell a large-language AI model on top of their enterprise or vertical software stock to their clients.&#34;</p><p>But he has since changed his mind.</p><p>From numbers supplied by FactSet, as well as guidance from Nvidia, Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Laudan estimated in a follow-up email that, from January 2023 through the end of 2024, cumulative spending &#34;for the silicon (chip) portion of AI&#34; would exceed $200 billion.</p><p>He estimated that &#34;hyperscalers&#34; investing heavily in AI equipment, such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META), eventually would need to generate an annualized $300 billion in annual revenue &#34;just to be gross-margin neutral to their existing cloud-hosting business.&#34;</p><p>He clarified that the $300 billion figure would cover &#34;application revenues paid to the hyperscalers from their enterprise customers or other AI companies,&#34; and said that figure compared with $3 billion in cumulative AI &#34;application&#34; revenue estimated by Sequoia Ventures in April. You can watch that presentation here.</p><p>Boiling down the warning about AI spending and a delayed payoff</p><p>Laudan asked: &#34;When will hyperscalers - which represent 53% of Nvidia&#39;s revenues - begin to base GPU purchases on end-user demand, rather than buying them on anticipated demand?&#34;</p><p>Nvidia dominates the market for graphics processing units (GPUs) installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.</p><p>&#34;The hypsecalers are buying on anticipated demand,&#34; Ludan said. But he countered that point by saying he believed Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and xAI (founded by Tesla Chief Executive Elon Musk last year) were &#34;incrementally positive drivers&#34; for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had a small position in Tesla as of March 31.)</p><p>He said that an institutional investor had raised the point that companies such as Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> couldn&#39;t afford to be left behind during the AI-infrastructure buildup.</p><p>&#34;How much can investors tolerate?&#34; Laudan wondered. &#34;If there is a big hit to gross margins, investors will not tolerate this for five years. At some point the spark is going to go off,&#34; he said.</p><p>Laudan said investors need to see &#34;hyperscalers dramatically shift&#34; so the gap between AI infrastructure spending spend and AI adopter revenue begins to close &#34;dramatically.&#34;</p><p>&#34;But I am not seeing data points that are leading indicators that that will happen,&#34; he said. He expects to see clearer indications - positive or negative - over the next 12 months.</p><p>How Laudan is heeding his own warning</p><p>The Buffalo Large Cap Fund tends to hold about 70 stocks. Net of expenses, which total 0.95% of assets under management annually, the fund&#39;s investor shares have returned 22% this year, slightly ahead of its benchmark, the Russell 1000 Growth Index RLG, and ahead of the 15.6% return for the S&amp;P 500 SPX. (All returns in this article include reinvested dividends.)</p><p>Broadly, Laudan said he was &#34;trimming where I need to in the AI ecosystem, staying overweight in industrials and healthcare (relative to the Russell 1000 Growth Index), and looking at some of the beaten-up large-cap software names.&#34;</p><p>He said he had reduced the fund&#39;s holdings of Nvidia, which made up 7% of the fund&#39;s portfolio as of March 31. He also reduced the fund&#39;s holdings of AMD &#34;a bit&#34; and sold some shares of Coherent Corp. <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG), two alternative AI plays he mentioned during the February interview with MarketWatch.</p><p>Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was the largest holding of the Buffalo Large Cap Fund as of March 31, with an 11% allocation. The stock has returned 22% this year, and software companies in the S&amp;P 500 have returned a weighted 16.9%, according to FactSet.</p><p>Beyond the world of tech and AI, Laudan appreciates &#34;industrial compounders,&#34; such as GE Aerospace <a href=\"https://laohu8.com/S/GE\">$(GE)$</a>, Xylem Inc. <a href=\"https://laohu8.com/S/XYL\">$(XYL)$</a> and Westinghouse Air Brake Technologies Corp. <a href=\"https://laohu8.com/S/WAB\">$(WAB)$</a>, also known as Wabtec.</p><p>Within healthcare, Laudan still likes Eli Lilly &amp; Co. <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a>, which reported a 26% year-over-year increase in first-quarter sales as demand soared for its GLP-1 weight-loss medications.</p><p>Other healthcare names Laudan listed as favorable included Abbott Laboratories <a href=\"https://laohu8.com/S/ABT\">$(ABT)$</a>, DexCom Inc. <a href=\"https://laohu8.com/S/DXCM\">$(DXCM)$</a> and AstraZeneca PLC <a href=\"https://laohu8.com/S/AZN\">$(AZN)$</a>, along with Merck &amp; Co. <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a>, which he said he had added to the portfolio recently.</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>Why This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI\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\">2024-07-03 08:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As Nvidia Corp. has maintained a streak of hitting quarterly revenue and profit numbers out of the park, what might be lost to investors is that so much of the action around generative artificial intelligence still hinges on the build-out of computing infrastructure, rather than demand for products and services making use of the technology. Ken Laudan of Buffalo Funds is worried about that.</p><p>&#34;I am growing concerned that the handoff from AI enablers to adopters will take much longer than I had previously anticipated,&#34; he said during an interview with MarketWatch.</p><p>Laudan manages the Buffalo Large Cap Fund, which is rated four stars (out of five) within Morningstar&#39;s &#34;Large Growth&#34; category.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> remains an obvious play among companies helping data centers build the computing capacity needed to support their corporate clients&#39; development of products and services that develop generative AI. Laudan calls the companies supplying the needed hardware &#34;AI enablers.&#34; When interviewed in February, he said that &#34;maybe in 2025&#34; investors would begin paying more attention to &#34;AI adopters,&#34; which he defined as &#34;software-centric companies that sell a large-language AI model on top of their enterprise or vertical software stock to their clients.&#34;</p><p>But he has since changed his mind.</p><p>From numbers supplied by FactSet, as well as guidance from Nvidia, Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Laudan estimated in a follow-up email that, from January 2023 through the end of 2024, cumulative spending &#34;for the silicon (chip) portion of AI&#34; would exceed $200 billion.</p><p>He estimated that &#34;hyperscalers&#34; investing heavily in AI equipment, such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META), eventually would need to generate an annualized $300 billion in annual revenue &#34;just to be gross-margin neutral to their existing cloud-hosting business.&#34;</p><p>He clarified that the $300 billion figure would cover &#34;application revenues paid to the hyperscalers from their enterprise customers or other AI companies,&#34; and said that figure compared with $3 billion in cumulative AI &#34;application&#34; revenue estimated by Sequoia Ventures in April. You can watch that presentation here.</p><p>Boiling down the warning about AI spending and a delayed payoff</p><p>Laudan asked: &#34;When will hyperscalers - which represent 53% of Nvidia&#39;s revenues - begin to base GPU purchases on end-user demand, rather than buying them on anticipated demand?&#34;</p><p>Nvidia dominates the market for graphics processing units (GPUs) installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.</p><p>&#34;The hypsecalers are buying on anticipated demand,&#34; Ludan said. But he countered that point by saying he believed Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and xAI (founded by Tesla Chief Executive Elon Musk last year) were &#34;incrementally positive drivers&#34; for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had a small position in Tesla as of March 31.)</p><p>He said that an institutional investor had raised the point that companies such as Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> couldn&#39;t afford to be left behind during the AI-infrastructure buildup.</p><p>&#34;How much can investors tolerate?&#34; Laudan wondered. &#34;If there is a big hit to gross margins, investors will not tolerate this for five years. At some point the spark is going to go off,&#34; he said.</p><p>Laudan said investors need to see &#34;hyperscalers dramatically shift&#34; so the gap between AI infrastructure spending spend and AI adopter revenue begins to close &#34;dramatically.&#34;</p><p>&#34;But I am not seeing data points that are leading indicators that that will happen,&#34; he said. He expects to see clearer indications - positive or negative - over the next 12 months.</p><p>How Laudan is heeding his own warning</p><p>The Buffalo Large Cap Fund tends to hold about 70 stocks. Net of expenses, which total 0.95% of assets under management annually, the fund&#39;s investor shares have returned 22% this year, slightly ahead of its benchmark, the Russell 1000 Growth Index RLG, and ahead of the 15.6% return for the S&amp;P 500 SPX. (All returns in this article include reinvested dividends.)</p><p>Broadly, Laudan said he was &#34;trimming where I need to in the AI ecosystem, staying overweight in industrials and healthcare (relative to the Russell 1000 Growth Index), and looking at some of the beaten-up large-cap software names.&#34;</p><p>He said he had reduced the fund&#39;s holdings of Nvidia, which made up 7% of the fund&#39;s portfolio as of March 31. He also reduced the fund&#39;s holdings of AMD &#34;a bit&#34; and sold some shares of Coherent Corp. <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG), two alternative AI plays he mentioned during the February interview with MarketWatch.</p><p>Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was the largest holding of the Buffalo Large Cap Fund as of March 31, with an 11% allocation. The stock has returned 22% this year, and software companies in the S&amp;P 500 have returned a weighted 16.9%, according to FactSet.</p><p>Beyond the world of tech and AI, Laudan appreciates &#34;industrial compounders,&#34; such as GE Aerospace <a href=\"https://laohu8.com/S/GE\">$(GE)$</a>, Xylem Inc. <a href=\"https://laohu8.com/S/XYL\">$(XYL)$</a> and Westinghouse Air Brake Technologies Corp. <a href=\"https://laohu8.com/S/WAB\">$(WAB)$</a>, also known as Wabtec.</p><p>Within healthcare, Laudan still likes Eli Lilly &amp; Co. <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a>, which reported a 26% year-over-year increase in first-quarter sales as demand soared for its GLP-1 weight-loss medications.</p><p>Other healthcare names Laudan listed as favorable included Abbott Laboratories <a href=\"https://laohu8.com/S/ABT\">$(ABT)$</a>, DexCom Inc. <a href=\"https://laohu8.com/S/DXCM\">$(DXCM)$</a> and AstraZeneca PLC <a href=\"https://laohu8.com/S/AZN\">$(AZN)$</a>, along with Merck &amp; Co. <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a>, which he said he had added to the portfolio recently.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","NVDA":"英伟达","LU0058720904.USD":"联博国际健康护理基金A","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (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","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4149":"建筑机械与重型卡车","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4148":"电子元件","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448167169","content_text":"As Nvidia Corp. has maintained a streak of hitting quarterly revenue and profit numbers out of the park, what might be lost to investors is that so much of the action around generative artificial intelligence still hinges on the build-out of computing infrastructure, rather than demand for products and services making use of the technology. Ken Laudan of Buffalo Funds is worried about that.\"I am growing concerned that the handoff from AI enablers to adopters will take much longer than I had previously anticipated,\" he said during an interview with MarketWatch.Laudan manages the Buffalo Large Cap Fund, which is rated four stars (out of five) within Morningstar's \"Large Growth\" category.Nvidia $(NVDA)$ remains an obvious play among companies helping data centers build the computing capacity needed to support their corporate clients' development of products and services that develop generative AI. Laudan calls the companies supplying the needed hardware \"AI enablers.\" When interviewed in February, he said that \"maybe in 2025\" investors would begin paying more attention to \"AI adopters,\" which he defined as \"software-centric companies that sell a large-language AI model on top of their enterprise or vertical software stock to their clients.\"But he has since changed his mind.From numbers supplied by FactSet, as well as guidance from Nvidia, Advanced Micro Devices Inc. $(AMD)$ and Broadcom Inc. $(AVGO)$, Laudan estimated in a follow-up email that, from January 2023 through the end of 2024, cumulative spending \"for the silicon (chip) portion of AI\" would exceed $200 billion.He estimated that \"hyperscalers\" investing heavily in AI equipment, such as Meta Platforms Inc. (META), eventually would need to generate an annualized $300 billion in annual revenue \"just to be gross-margin neutral to their existing cloud-hosting business.\"He clarified that the $300 billion figure would cover \"application revenues paid to the hyperscalers from their enterprise customers or other AI companies,\" and said that figure compared with $3 billion in cumulative AI \"application\" revenue estimated by Sequoia Ventures in April. You can watch that presentation here.Boiling down the warning about AI spending and a delayed payoffLaudan asked: \"When will hyperscalers - which represent 53% of Nvidia's revenues - begin to base GPU purchases on end-user demand, rather than buying them on anticipated demand?\"Nvidia dominates the market for graphics processing units (GPUs) installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.\"The hypsecalers are buying on anticipated demand,\" Ludan said. But he countered that point by saying he believed Tesla Inc. $(TSLA)$, and xAI (founded by Tesla Chief Executive Elon Musk last year) were \"incrementally positive drivers\" for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had a small position in Tesla as of March 31.)He said that an institutional investor had raised the point that companies such as Amazon.com Inc. $(AMZN)$ and Alphabet Inc. $(GOOGL)$ $(GOOG)$ couldn't afford to be left behind during the AI-infrastructure buildup.\"How much can investors tolerate?\" Laudan wondered. \"If there is a big hit to gross margins, investors will not tolerate this for five years. At some point the spark is going to go off,\" he said.Laudan said investors need to see \"hyperscalers dramatically shift\" so the gap between AI infrastructure spending spend and AI adopter revenue begins to close \"dramatically.\"\"But I am not seeing data points that are leading indicators that that will happen,\" he said. He expects to see clearer indications - positive or negative - over the next 12 months.How Laudan is heeding his own warningThe Buffalo Large Cap Fund tends to hold about 70 stocks. Net of expenses, which total 0.95% of assets under management annually, the fund's investor shares have returned 22% this year, slightly ahead of its benchmark, the Russell 1000 Growth Index RLG, and ahead of the 15.6% return for the S&P 500 SPX. (All returns in this article include reinvested dividends.)Broadly, Laudan said he was \"trimming where I need to in the AI ecosystem, staying overweight in industrials and healthcare (relative to the Russell 1000 Growth Index), and looking at some of the beaten-up large-cap software names.\"He said he had reduced the fund's holdings of Nvidia, which made up 7% of the fund's portfolio as of March 31. He also reduced the fund's holdings of AMD \"a bit\" and sold some shares of Coherent Corp. $(COHR)$ and Pure Storage Inc. (PSTG), two alternative AI plays he mentioned during the February interview with MarketWatch.Microsoft Corp. $(MSFT)$ was the largest holding of the Buffalo Large Cap Fund as of March 31, with an 11% allocation. The stock has returned 22% this year, and software companies in the S&P 500 have returned a weighted 16.9%, according to FactSet.Beyond the world of tech and AI, Laudan appreciates \"industrial compounders,\" such as GE Aerospace $(GE)$, Xylem Inc. $(XYL)$ and Westinghouse Air Brake Technologies Corp. $(WAB)$, also known as Wabtec.Within healthcare, Laudan still likes Eli Lilly & Co. $(LLY)$, which reported a 26% year-over-year increase in first-quarter sales as demand soared for its GLP-1 weight-loss medications.Other healthcare names Laudan listed as favorable included Abbott Laboratories $(ABT)$, DexCom Inc. $(DXCM)$ and AstraZeneca PLC $(AZN)$, along with Merck & Co. $(MRK)$, which he said he had added to the portfolio recently.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322800752656488,"gmtCreate":1719839138405,"gmtModify":1719839143466,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Why not say 20 years 30 years 40 years, so shallow just making the word counts. High school essay. 10 years later will just rebuff as speculation. Eating the essay soon?","listText":"Why not say 20 years 30 years 40 years, so shallow just making the word counts. High school essay. 10 years later will just rebuff as speculation. Eating the essay soon?","text":"Why not say 20 years 30 years 40 years, so shallow just making the word counts. High school essay. 10 years later will just rebuff as speculation. Eating the essay soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322800752656488","repostId":"2447608276","repostType":4,"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321747277246640,"gmtCreate":1719582064467,"gmtModify":1719582068517,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"ATH Wait for next year, the chance to come or dump","listText":"ATH Wait for next year, the chance to come or dump","text":"ATH Wait for next year, the chance to come or dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321747277246640","repostId":"2446581837","repostType":2,"repost":{"id":"2446581837","kind":"highlight","pubTimestamp":1719579600,"share":"https://ttm.financial/m/news/2446581837?lang=en_US&edition=fundamental","pubTime":"2024-06-28 21:00","market":"us","language":"en","title":"Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2446581837","media":"Motley Fool","summary":"Both of these stocks have massive AI tailwinds.","content":"<div>\n<p>Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?</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; 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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\">\nIs Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4527":"明星科技股","LU0072462426.USD":"贝莱德全球配置 A2","BK4543":"AI","BK4501":"段永平概念","LU0055631609.USD":"贝莱德世界黄金基金A2","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4587":"ChatGPT概念","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","AAPL":"苹果","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4505":"高瓴资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0498741114.HKD":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4574":"无人驾驶","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD"},"source_url":"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446581837","content_text":"Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger winner in recent years, but Apple could outperform going forward.Apple's initial launch of the iPhone was arguably a once-in-a-generation investing opportunity. The world changed afterward -- and Apple's share price skyrocketed.Many investors probably also view the introduction of ChatGPT as a once-in-a-generation investing opportunity with Nvidia. The demand for the company's graphics processing units (GPUs) in powering generative artificial intelligence (AI) applications took off and hasn't slowed since.By definition, such moments with Apple and Nvidia are rare. However, no rule says a company can't have multiple game-changing catalysts during its lifetime. Perhaps both Apple and Nvidia are once again presenting once-in-a-generation opportunities. If so, is Apple a better pick than Nvidia for investors right now?Apple's and Nvidia's new opportunitiesThe \"new\" has long worn off the iPhone. Apple hasn't rolled out truly head-turning technology improvements to its popular smartphone in years. As a result, iPhone upgrades have slowed considerably.However, Apple's introduction of its new AI capabilities (called Apple Intelligence) could be a major turning point. Thus far, most AI functionality has run in the cloud. With Apple Intelligence, though, AI runs locally on the company's devices.This approach is known as edge AI. It could be a massive new market opportunity that some analysts believe will spur an iPhone upgrade super cycle.Unsurprisingly, Nvidia's new opportunity is also related to AI, and it's more of an extension of the company's current opportunity than anything entirely new. Nvidia's next wave of growth could come from an acceleration of AI capabilities that achieves or comes close to achieving artificial general intelligence (AGI) -- a form of AI that matches or exceeds human-level performance.More powerful AI systems will undoubtedly require more powerful AI chips. Nvidia's GPUs continue to set the bar for performance.Potential scenariosHow could these AI opportunities pan out for Apple and Nvidia? Let's look at two potential scenarios -- one optimistic and the other pessimistic.In an optimistic future, Apple's customers will flock to upgrade their iPhones and iPads to take advantage of the company's new AI features. Apple will continue to add capabilities regularly, attracting new customers who switch from rival smartphones. The company will return to double-digit growth and its iPhone ecosystem will become more valuable than ever.Nvidia will continue to launch faster and faster chips. The pace of the company's innovation will be so rapid that no competitor will be able to keep up. As AI grows more powerful, Nvidia's technology will enjoy increasingly greater demand. The company's revenue, profits, and share price will soar.In the pessimistic scenario, however, customers will ultimately view Apple Intelligence as merely a novelty. There'll be an initial modest uptick in iPhone upgrades, but nothing more. Apple's growth will be sluggish, at best, and its stock will flounder for years as a once-great company loses its way.As for Nvidia, AGI or anything close to it may prove to be much more difficult to achieve than imagined. Large language models (LLMs) will reach a plateau in capability, and the demand for AI chips will decline with companies not seeing the desired return on investment.Meanwhile, Nvidia's rivals and large cloud customers will roll out their own chips that are less expensive and compare favorably on performance with Nvidia's GPUs. Nvidia's market share -- and share price -- will fall sharply.Apple or Nvidia?Nvidia has clearly been the better stock in recent years and so far in 2024. But could Apple deliver greater gains going forward? Maybe.I think the optimistic scenario (or something fairly close to it) is more likely for Apple than the pessimistic scenario. Although Apple's valuation is high, it doesn't have nearly as much projected growth baked in as Nvidia's does.Some aspects of the pessimistic scenario for Nvidia also seem quite possible. AGI could be much further away than some predict. Other chipmakers are already aiming to challenge Nvidia's AI chip dominance.If the optimistic scenarios play out for both Apple and Nvidia, I believe Nvidia will continue to be the bigger winner. However, I think the pessimistic scenario is less likely for Apple than for Nvidia.I won't claim unequivocally that Apple is a better once-in-a-generation investment opportunity than Nvidia. My view is that both stocks should perform well for long-term investors. But for more cautious investors, Apple looks like the better pick.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316926368170072,"gmtCreate":1718413643801,"gmtModify":1718413647362,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Low balled by Apple","listText":"Low balled by Apple","text":"Low balled by Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316926368170072","repostId":"2443987299","repostType":2,"repost":{"id":"2443987299","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1718413021,"share":"https://ttm.financial/m/news/2443987299?lang=en_US&edition=fundamental","pubTime":"2024-06-15 08:57","market":"us","language":"en","title":"OpenAI CEO Says Company Could Become Benefit Corporation - The Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2443987299","media":"Reuters","summary":"June 14  - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","content":"<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</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>OpenAI CEO Says Company Could Become Benefit Corporation - 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The Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-15 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4528":"SaaS概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4516":"特朗普概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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The Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2443987299","media":"Reuters","summary":"June 14  - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","content":"<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</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>OpenAI CEO Says Company Could Become Benefit Corporation - 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The Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-15 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4528":"SaaS概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4516":"特朗普概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316319143465032,"gmtCreate":1718256174690,"gmtModify":1718256179738,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Dont put apple together with nvidia. One Is self made, other is buy and self brand.","listText":"Dont put apple together with nvidia. One Is self made, other is buy and self brand.","text":"Dont put apple together with nvidia. One Is self made, other is buy and self brand.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316319143465032","repostId":"2443084599","repostType":2,"repost":{"id":"2443084599","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":1718251200,"share":"https://ttm.financial/m/news/2443084599?lang=en_US&edition=fundamental","pubTime":"2024-06-13 12:00","market":"us","language":"en","title":"Buy Apple Stock, but Not for the Reason You Think","url":"https://stock-news.laohu8.com/highlight/detail?id=2443084599","media":"Dow Jones","summary":"Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even highe","content":"<html><head></head><body><p style=\"text-align: start;\">Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ded35b4736a13ad8abbb3cf7dfa1f850\" alt=\"DAVID PAUL MORRIS/BLOOMBERG\" title=\"DAVID PAUL MORRIS/BLOOMBERG\" tg-width=\"952\" tg-height=\"632\"/><span>DAVID PAUL MORRIS/BLOOMBERG</span></p><p style=\"text-align: start;\">Shares of the smartphone giant are “getting a delayed boost from the [Worldwide Developers Conference] Apple Intelligence launch,” wrote Bear Traps newsletter author Lawrence McDonald in a Wednesday note. “For over a month, people have been discussing the artificial intelligence upside for Apple, starting another supercycle for iPhones.”</p><p>Now that optimism is showing up. As of Wednesday, Apple stock had climbed 16% over the past month. That leaves shares up about 13% for the year.</p><p>That’s great, but shares of Nvidia, the original AI stock, have gained 38% over the past month and up about 153% in 2024.</p><p>Apple stock might be able to narrow the gap because traders are getting out of an old position. McDonald added in his note that a hedge fund has been unwinding a large long Nvidia/short Apple pair trade.</p><p>Pairs trades typically involve buying one stock and shorting the other. Shorting a stock means borrowing and selling shares an investor doesn’t own. It’s a bearish bet—the seller pockets the cash from the sale hoping to repurchase shares at a lower price when they return it to the original owner.</p><p>The goal of any pair trade is to make money from essentially one idea while eliminating other factors, such as the economy or inflation, that can move both stocks up or down. The long Nvidia/short Apple trade gives, an investor exposure to the AI theme, while removing some of the risks of holding technology stocks.</p><p>With Apple back as an AI play, that trade needs to unwind—which means buying Apple and selling Nvidia. How much more unwinding is left to do is hard to say.</p><p>The amount of Apple stock sold short relative to the amount available to trade is about 2.3%, according to Bloomberg. That’s high for Apple— and the short covering needed to return things to normal is about 10 to 20 million shares. That could be all done: Apple stock has traded almost 300 million shares over the past three days.</p><p>What’s more, in the wake of the recent run, Apple stock is now “overbought”—shares have climbed quickly that the rally may run out of steam. (For what it’s worth, Nvidia shares are even more overbought.)</p><p style=\"text-align: start;\">That isn’t too helpful. Fairlead Strategies founder and market technician Katie Stockton has an idea where Apple stock can trade, though. She says that if Apple can stay above $198 a share in the coming few days, then it will soon trade at $240. Stockton isn’t making a fundamental call on Apple stock; technicians look at charts and patterns to get a sense of where things can go over the short and medium terms.</p><p style=\"text-align: start;\">Stockton’s reasoning implies that there is about 10% upside left in the Apple-as-an-AI-play-rebound trade. Apple shares gained 2.9% on Wednesday, at $213.07 apiece.</p><p style=\"text-align: start;\">Nvidia shares, however, aren’t hurting: shares of the chip maker rose 3.6% on Wednesday, while the Nasdaq Composite was up 1.5%. A slower-than-expected inflation reading is helping most stocks.</p><p style=\"text-align: start;\">A long Apple, short Nvidia trade is one way to capture Apple’s AI rebound. Shorting Nvidia stock doesn’t sound like a great idea, though: it’s easier to hang on to Apple and reevaluate positioning at Stockton’s $240 level.</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>Buy Apple Stock, but Not for the Reason You Think</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Apple Stock, but Not for the Reason You Think\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\">2024-06-13 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ded35b4736a13ad8abbb3cf7dfa1f850\" alt=\"DAVID PAUL MORRIS/BLOOMBERG\" title=\"DAVID PAUL MORRIS/BLOOMBERG\" tg-width=\"952\" tg-height=\"632\"/><span>DAVID PAUL MORRIS/BLOOMBERG</span></p><p style=\"text-align: start;\">Shares of the smartphone giant are “getting a delayed boost from the [Worldwide Developers Conference] Apple Intelligence launch,” wrote Bear Traps newsletter author Lawrence McDonald in a Wednesday note. “For over a month, people have been discussing the artificial intelligence upside for Apple, starting another supercycle for iPhones.”</p><p>Now that optimism is showing up. As of Wednesday, Apple stock had climbed 16% over the past month. That leaves shares up about 13% for the year.</p><p>That’s great, but shares of Nvidia, the original AI stock, have gained 38% over the past month and up about 153% in 2024.</p><p>Apple stock might be able to narrow the gap because traders are getting out of an old position. McDonald added in his note that a hedge fund has been unwinding a large long Nvidia/short Apple pair trade.</p><p>Pairs trades typically involve buying one stock and shorting the other. Shorting a stock means borrowing and selling shares an investor doesn’t own. It’s a bearish bet—the seller pockets the cash from the sale hoping to repurchase shares at a lower price when they return it to the original owner.</p><p>The goal of any pair trade is to make money from essentially one idea while eliminating other factors, such as the economy or inflation, that can move both stocks up or down. The long Nvidia/short Apple trade gives, an investor exposure to the AI theme, while removing some of the risks of holding technology stocks.</p><p>With Apple back as an AI play, that trade needs to unwind—which means buying Apple and selling Nvidia. How much more unwinding is left to do is hard to say.</p><p>The amount of Apple stock sold short relative to the amount available to trade is about 2.3%, according to Bloomberg. That’s high for Apple— and the short covering needed to return things to normal is about 10 to 20 million shares. That could be all done: Apple stock has traded almost 300 million shares over the past three days.</p><p>What’s more, in the wake of the recent run, Apple stock is now “overbought”—shares have climbed quickly that the rally may run out of steam. (For what it’s worth, Nvidia shares are even more overbought.)</p><p style=\"text-align: start;\">That isn’t too helpful. Fairlead Strategies founder and market technician Katie Stockton has an idea where Apple stock can trade, though. She says that if Apple can stay above $198 a share in the coming few days, then it will soon trade at $240. Stockton isn’t making a fundamental call on Apple stock; technicians look at charts and patterns to get a sense of where things can go over the short and medium terms.</p><p style=\"text-align: start;\">Stockton’s reasoning implies that there is about 10% upside left in the Apple-as-an-AI-play-rebound trade. Apple shares gained 2.9% on Wednesday, at $213.07 apiece.</p><p style=\"text-align: start;\">Nvidia shares, however, aren’t hurting: shares of the chip maker rose 3.6% on Wednesday, while the Nasdaq Composite was up 1.5%. A slower-than-expected inflation reading is helping most stocks.</p><p style=\"text-align: start;\">A long Apple, short Nvidia trade is one way to capture Apple’s AI rebound. Shorting Nvidia stock doesn’t sound like a great idea, though: it’s easier to hang on to Apple and reevaluate positioning at Stockton’s $240 level.</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","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4592":"伊斯兰概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4579":"人工智能","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4588":"碎股","BK4507":"流媒体概念","AAPL":"苹果","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4581":"高盛持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4501":"段永平概念","BK4543":"AI","LU0072462426.USD":"贝莱德全球配置 A2","BK4527":"明星科技股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4576":"AR","LU0080751232.USD":"富达环球多元动力基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4505":"高瓴资本持仓","BK4575":"芯片概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4587":"ChatGPT概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443084599","content_text":"Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even higher.DAVID PAUL MORRIS/BLOOMBERGShares of the smartphone giant are “getting a delayed boost from the [Worldwide Developers Conference] Apple Intelligence launch,” wrote Bear Traps newsletter author Lawrence McDonald in a Wednesday note. “For over a month, people have been discussing the artificial intelligence upside for Apple, starting another supercycle for iPhones.”Now that optimism is showing up. As of Wednesday, Apple stock had climbed 16% over the past month. That leaves shares up about 13% for the year.That’s great, but shares of Nvidia, the original AI stock, have gained 38% over the past month and up about 153% in 2024.Apple stock might be able to narrow the gap because traders are getting out of an old position. McDonald added in his note that a hedge fund has been unwinding a large long Nvidia/short Apple pair trade.Pairs trades typically involve buying one stock and shorting the other. Shorting a stock means borrowing and selling shares an investor doesn’t own. It’s a bearish bet—the seller pockets the cash from the sale hoping to repurchase shares at a lower price when they return it to the original owner.The goal of any pair trade is to make money from essentially one idea while eliminating other factors, such as the economy or inflation, that can move both stocks up or down. The long Nvidia/short Apple trade gives, an investor exposure to the AI theme, while removing some of the risks of holding technology stocks.With Apple back as an AI play, that trade needs to unwind—which means buying Apple and selling Nvidia. How much more unwinding is left to do is hard to say.The amount of Apple stock sold short relative to the amount available to trade is about 2.3%, according to Bloomberg. That’s high for Apple— and the short covering needed to return things to normal is about 10 to 20 million shares. That could be all done: Apple stock has traded almost 300 million shares over the past three days.What’s more, in the wake of the recent run, Apple stock is now “overbought”—shares have climbed quickly that the rally may run out of steam. (For what it’s worth, Nvidia shares are even more overbought.)That isn’t too helpful. Fairlead Strategies founder and market technician Katie Stockton has an idea where Apple stock can trade, though. She says that if Apple can stay above $198 a share in the coming few days, then it will soon trade at $240. Stockton isn’t making a fundamental call on Apple stock; technicians look at charts and patterns to get a sense of where things can go over the short and medium terms.Stockton’s reasoning implies that there is about 10% upside left in the Apple-as-an-AI-play-rebound trade. Apple shares gained 2.9% on Wednesday, at $213.07 apiece.Nvidia shares, however, aren’t hurting: shares of the chip maker rose 3.6% on Wednesday, while the Nasdaq Composite was up 1.5%. A slower-than-expected inflation reading is helping most stocks.A long Apple, short Nvidia trade is one way to capture Apple’s AI rebound. Shorting Nvidia stock doesn’t sound like a great idea, though: it’s easier to hang on to Apple and reevaluate positioning at Stockton’s $240 level.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316312973385944,"gmtCreate":1718254557293,"gmtModify":1718256197105,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Say buy then say dont buy, so write something to tell you that not i say buy but also not i say dont buy when it moon.","listText":"Say buy then say dont buy, so write something to tell you that not i say buy but also not i say dont buy when it moon.","text":"Say buy then say dont buy, so write something to tell you that not i say buy but also not i say dont buy when it moon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316312973385944","repostId":"2443561786","repostType":2,"repost":{"id":"2443561786","kind":"highlight","pubTimestamp":1718247600,"share":"https://ttm.financial/m/news/2443561786?lang=en_US&edition=fundamental","pubTime":"2024-06-13 11:00","market":"us","language":"en","title":"Is Nvidia Stock a Buy After the 10-for-1 Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2443561786","media":"Motley Fool","summary":"Shares in this artificial intelligence titan have become significantly cheaper, but its massive market cap remains the same.","content":"<div>\n<p>Stock splits can help make a company's shares more liquid and available for small investors.While Nvidia remains an excellent company, new investors should be careful about a possible slowdown in chip...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Stock a Buy After the 10-for-1 Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Stock a Buy After the 10-for-1 Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock splits can help make a company's shares more liquid and available for small investors.While Nvidia remains an excellent company, new investors should be careful about a possible slowdown in chip...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4141":"半导体产品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4551":"寇图资本持仓","BK4543":"AI","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4550":"红杉资本持仓","LU0079474960.USD":"联博美国增长基金A","BK4549":"软银资本持仓","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4581":"高盛持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","NVDA":"英伟达","BK4579":"人工智能","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4587":"ChatGPT概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"source_url":"https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443561786","content_text":"Stock splits can help make a company's shares more liquid and available for small investors.While Nvidia remains an excellent company, new investors should be careful about a possible slowdown in chip demand.With shares up by an eyewatering 25,000% over the last 10 years, it's no surprise that Nvidia relies on stock splits to keep its equity price manageable for smaller investors who may not have access to fractional shares. The most recent of these went into effect on June 7 and gave investors 10 shares of Nvidia for each one they previously owned -- bringing its stock price to around $125 at the time of writing.The stock split did nothing to change Nvidia's $3 trillion market cap, which represents the value of all its shares combined. However, some market participants are hopeful that the lower share price could make Nvidia's equity more liquid and help it maintain its explosive bull run. Let's dig deeper to decide if this technology giant is still a buy.What is Nvidia's bull thesis?If the generative artificial intelligence (AI) industry can be likened to the California gold rush, Nvidia would be selling the picks and shovels every miner needs to dig for gold. The company's industry-leading graphics processing units (GPUs) are crucial for running and training complex AI algorithms. And this has led to explosive growth and margins.Nvidia's first-quarter revenue increased 262% year over year to $26 billion, driven by sales of data center chips, such as the H100. And net income jumped 628% to $14.88 billion.Considering this elevated growth rate, Nvidia's stock is still reasonably valued at a forward price-to-earnings (P/E) ratio of around 47. For comparison, rival chipmaker Advanced Micro Devices has the same forward P/E despite only growing sales by 2% in its first quarter. That said, Nvidia's stock might not be as cheap as it looks on the surface.Nvidia is not as cheap as it looksOver the next few years, Nvidia will face incredibly challenging comps. After enjoying booming sales over the previous 12 months, it will be difficult for the company to continue growing its revenue relative to extremely high prior-year numbers. And this might be a big reason why the stock's forward valuation is so low relative to growth.Demand could become another problem. While Nvidia's picks-and-shovels take on the AI industry protects it from competition on the consumer side of the industry, it wouldn't be shielded from an industrywide slowdown, which could occur if its clients aren't able to generate enough cash flow to justify their spending on Nvidia chips.Image source: Getty Images.The long-term prospects of AI look undeniably bright. But there could be many ups and downs before it reaches its full potential -- just like other major technologies like the internet, electric vehicles, or even blockchain.Buy with cautionFor many retail investors, Nvidia's stock split will be a powerful psychological encouragement to buy the stock. At just $120 per share, the mammoth company now looks relatively small. And those who were previously intimidated by its four-digit stock price may now be encouraged to finally pull the trigger and hit the buy button.But while Nvidia certainly has a bright future as the AI industry develops, investors who buy the stock now are late to the party. And this brings the risk of being left holding the bag if things go wrong.Over the next few years, Nvidia will face more difficult comps, which could cause top- and bottom-line growth to slow down, even if the AI industry remains strong. While shares still look capable of outperforming over the long term, investors should remain aware of the significant risks they are taking by buying a company that has already risen so far so fast.Historically, no stock has grown exponentially forever. And Nvidia will likely face a correction at some point. Be careful out there.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315531703783488,"gmtCreate":1718065484501,"gmtModify":1718069357177,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"They try to make it cheap so they can buy more, market manipulation at best","listText":"They try to make it cheap so they can buy more, market manipulation at best","text":"They try to make it cheap so they can buy more, market manipulation at best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315531703783488","repostId":"2442812204","repostType":2,"repost":{"id":"2442812204","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":1718028048,"share":"https://ttm.financial/m/news/2442812204?lang=en_US&edition=fundamental","pubTime":"2024-06-10 22:00","market":"other","language":"en","title":"Nvidia's Stock Falls 2% After the 10-for-1 Stock Split Effective; AMD Falls 4% as Morgan Stanley Slashes Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2442812204","media":"Dow Jones","summary":"The artificial intelligence \"bar remains high\" for Advanced Micro Devices, and investors are better off with bigger names like Nvidia, say Morgan Stanley analysts who downgraded the chip maker.\"We like the AMD story, but investor expectations for the AI business still seems too high to us,\" said analysts led by Joseph Moore in a note to clients on Monday.Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as \"limited,\" even with a recovery in its core business. Shares of AMD fell over 2% in premarket trading.They view AMD's stock price as expensive relative to other big-cap plays such as Nvidia  and Broadcom , \"where we have more confidence on upward revisions to AI forecasts.\". Moore said their overweight on AMD has been focused on the chipmaker's core business reaccelerating following big downturn across markets, with AI an extra boost. \"Through no fault of their own, AMD is facing a high bar given the supp","content":"<html><head></head><body><p>Nvidia started trading on a split-adjusted basis Monday. The 10-for-1 stock split in shares of Nvidia, the leader in artificial-intelligence chips, took effect Friday after the close of trading. The stock finished Friday at $1,208.88. In trading Monday, shares were down 2%. Coming into Monday’s session, Nvidia has risen 144% in 2024, and has gained 27% since the stock split announcement was made on May 22.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e0b0dad6ee0d0847ec25eaf1973fb11\" title=\"\" tg-width=\"457\" tg-height=\"382\"/></p><p>Advanced Micro Devices fell 4% after shares of the chip maker were downgraded to Equal Weight from Overweight at Morgan Stanley and the price target was maintained at $176.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93e233983feb2998f39dbec3bed236b6\" title=\"\" tg-width=\"462\" tg-height=\"388\"/></p><p>“We like the AMD story, but investor expectations for the AI business still seems too high to us,” said analysts led by Joseph Moore in a note to clients on Monday.</p><p>Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as “limited,” even with a recovery in its core business.</p><p>They view AMD’s stock price as expensive relative to other big-cap plays such as Nvidia and Broadcom, “where we have more confidence on upward revisions to AI forecasts.”</p><p>Morgan Stanley analysts said investor expectations still haven’t adjusted enough to account for the likely impact Nvidia’s Blackwell Ultra chip launch next year will have on competitors like AMD. Their preference has now shifted to Broadcom as the second-favorite large cap AI alternative.</p><p>Moore said their overweight on AMD has been focused on the chipmaker’s core business reaccelerating following big downturn across markets, with AI an extra boost. “Through no fault of their own, AMD is facing a high bar given the supply chain ramp in excess of AMD revenue potential,” they said.</p><p style=\"text-align: start;\">AMD said in late April that it expects $4 billion in AI chip sales this year, from an earlier projection for $3.5 billion. Morgan Stanley’s analysts said the chip maker will likely hit that target this year and grow in 2025, but expectations are running much higher. They explain that have consistently taken the approach to heavily discount the supply chain for AMD when assessing such opportunities.</p><p style=\"text-align: start;\">“The trouble we have is that investor expectations still anchor on supply chain based forecasts that point to a number north of $6bn (400-500k units), despite continued messaging from the company that it takes time to build an ecosystem around a new solution, and that they would be aggressive with builds,” they said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Falls 2% After the 10-for-1 Stock Split Effective; AMD Falls 4% as Morgan Stanley Slashes Rating</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 Falls 2% After the 10-for-1 Stock Split Effective; AMD Falls 4% as Morgan Stanley Slashes Rating\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\">2024-06-10 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia started trading on a split-adjusted basis Monday. The 10-for-1 stock split in shares of Nvidia, the leader in artificial-intelligence chips, took effect Friday after the close of trading. The stock finished Friday at $1,208.88. In trading Monday, shares were down 2%. Coming into Monday’s session, Nvidia has risen 144% in 2024, and has gained 27% since the stock split announcement was made on May 22.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e0b0dad6ee0d0847ec25eaf1973fb11\" title=\"\" tg-width=\"457\" tg-height=\"382\"/></p><p>Advanced Micro Devices fell 4% after shares of the chip maker were downgraded to Equal Weight from Overweight at Morgan Stanley and the price target was maintained at $176.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93e233983feb2998f39dbec3bed236b6\" title=\"\" tg-width=\"462\" tg-height=\"388\"/></p><p>“We like the AMD story, but investor expectations for the AI business still seems too high to us,” said analysts led by Joseph Moore in a note to clients on Monday.</p><p>Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as “limited,” even with a recovery in its core business.</p><p>They view AMD’s stock price as expensive relative to other big-cap plays such as Nvidia and Broadcom, “where we have more confidence on upward revisions to AI forecasts.”</p><p>Morgan Stanley analysts said investor expectations still haven’t adjusted enough to account for the likely impact Nvidia’s Blackwell Ultra chip launch next year will have on competitors like AMD. Their preference has now shifted to Broadcom as the second-favorite large cap AI alternative.</p><p>Moore said their overweight on AMD has been focused on the chipmaker’s core business reaccelerating following big downturn across markets, with AI an extra boost. “Through no fault of their own, AMD is facing a high bar given the supply chain ramp in excess of AMD revenue potential,” they said.</p><p style=\"text-align: start;\">AMD said in late April that it expects $4 billion in AI chip sales this year, from an earlier projection for $3.5 billion. Morgan Stanley’s analysts said the chip maker will likely hit that target this year and grow in 2025, but expectations are running much higher. They explain that have consistently taken the approach to heavily discount the supply chain for AMD when assessing such opportunities.</p><p style=\"text-align: start;\">“The trouble we have is that investor expectations still anchor on supply chain based forecasts that point to a number north of $6bn (400-500k units), despite continued messaging from the company that it takes time to build an ecosystem around a new solution, and that they would be aggressive with builds,” they said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442812204","content_text":"Nvidia started trading on a split-adjusted basis Monday. The 10-for-1 stock split in shares of Nvidia, the leader in artificial-intelligence chips, took effect Friday after the close of trading. The stock finished Friday at $1,208.88. In trading Monday, shares were down 2%. Coming into Monday’s session, Nvidia has risen 144% in 2024, and has gained 27% since the stock split announcement was made on May 22.Advanced Micro Devices fell 4% after shares of the chip maker were downgraded to Equal Weight from Overweight at Morgan Stanley and the price target was maintained at $176.“We like the AMD story, but investor expectations for the AI business still seems too high to us,” said analysts led by Joseph Moore in a note to clients on Monday.Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as “limited,” even with a recovery in its core business.They view AMD’s stock price as expensive relative to other big-cap plays such as Nvidia and Broadcom, “where we have more confidence on upward revisions to AI forecasts.”Morgan Stanley analysts said investor expectations still haven’t adjusted enough to account for the likely impact Nvidia’s Blackwell Ultra chip launch next year will have on competitors like AMD. Their preference has now shifted to Broadcom as the second-favorite large cap AI alternative.Moore said their overweight on AMD has been focused on the chipmaker’s core business reaccelerating following big downturn across markets, with AI an extra boost. “Through no fault of their own, AMD is facing a high bar given the supply chain ramp in excess of AMD revenue potential,” they said.AMD said in late April that it expects $4 billion in AI chip sales this year, from an earlier projection for $3.5 billion. Morgan Stanley’s analysts said the chip maker will likely hit that target this year and grow in 2025, but expectations are running much higher. They explain that have consistently taken the approach to heavily discount the supply chain for AMD when assessing such opportunities.“The trouble we have is that investor expectations still anchor on supply chain based forecasts that point to a number north of $6bn (400-500k units), despite continued messaging from the company that it takes time to build an ecosystem around a new solution, and that they would be aggressive with builds,” they said.","news_type":1,"symbols_score_info":{"NVDA":1.1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315352250642696,"gmtCreate":1718021758059,"gmtModify":1718022764618,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Reuters love to repeats others' reports","listText":"Reuters love to repeats others' reports","text":"Reuters love to repeats others' reports","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315352250642696","repostId":"2442450845","repostType":2,"repost":{"id":"2442450845","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1718021371,"share":"https://ttm.financial/m/news/2442450845?lang=en_US&edition=fundamental","pubTime":"2024-06-10 20:09","market":"us","language":"en","title":"Nvidia Sparks Chatter over Possible Dow Inclusion After Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2442450845","media":"Reuters","summary":"Nvidia's 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether's inclusion in the blue-chip Dow index.The ","content":"<html><head></head><body><p>Nvidia&#39;s 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether&#39;s inclusion in the blue-chip Dow index.</p><p>The split, aimed at lowering per-share value to make it more affordable for employees and investors, increases the company&#39;s outstanding shares without changing the stock&#39;s valuation.</p><p>&#34;A side-effect of Nvidia&#39;s stock split will be to put it in the running to follow Amazon and Apple into the Dow, potentially pushing out fellow chip stock Intel that currently has the lowest weighting,&#34; said Ben Laidler, global markets strategist at digital brokerage eToro.</p><p>The stock dipped 0.5% in premarket trading on Monday, after climbing nearly 27% since the company announced the share split and a strong forecast last month. The dominant AI chip maker had also clinched $3 trillion in market value and surpassed Apple</p><p>to become the second-most valuable firm in the world, trailing only Microsoft .</p><p>Market analysts said stock splits tend to attract individual investors that trade in smaller lots and have lesser capital to deploy than institutional investors.</p><p>However, Goldman Sachs strategists led by David Kostin said in a note most recent stock splits have not generated a significant increase in retail trading activity, but there have been some notable exceptions such as Amazon&#39;s split in 2022 and Nvidia&#39;s 2021 split.</p><p>Moreover, &#34;investors typically assign higher valuations to liquid stocks because of their low trading costs and flexibility in a variety of market environments&#34;, the strategists said.</p><p>Over the last several years, trading volumes have briefly increased following stock split announcements but evidenced little change during and after the splits took effect, according to Goldman&#39;s analysis of 45 Russell 1000 stock splits since 2019.</p><p>Nvidia&#39;s stock was last trading at $120 per share post split, compared with $1,200 on Friday, making it a potential contender for the 30-member price-weighted Dow index .</p><p>An S&amp;P Dow Jones Indices spokeswoman late in May said it does not comment or speculate on index additions or deletions.</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>Nvidia Sparks Chatter over Possible Dow Inclusion After Stock Split</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\">\nNvidia Sparks Chatter over Possible Dow Inclusion After Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-10 20:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia&#39;s 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether&#39;s inclusion in the blue-chip Dow index.</p><p>The split, aimed at lowering per-share value to make it more affordable for employees and investors, increases the company&#39;s outstanding shares without changing the stock&#39;s valuation.</p><p>&#34;A side-effect of Nvidia&#39;s stock split will be to put it in the running to follow Amazon and Apple into the Dow, potentially pushing out fellow chip stock Intel that currently has the lowest weighting,&#34; said Ben Laidler, global markets strategist at digital brokerage eToro.</p><p>The stock dipped 0.5% in premarket trading on Monday, after climbing nearly 27% since the company announced the share split and a strong forecast last month. The dominant AI chip maker had also clinched $3 trillion in market value and surpassed Apple</p><p>to become the second-most valuable firm in the world, trailing only Microsoft .</p><p>Market analysts said stock splits tend to attract individual investors that trade in smaller lots and have lesser capital to deploy than institutional investors.</p><p>However, Goldman Sachs strategists led by David Kostin said in a note most recent stock splits have not generated a significant increase in retail trading activity, but there have been some notable exceptions such as Amazon&#39;s split in 2022 and Nvidia&#39;s 2021 split.</p><p>Moreover, &#34;investors typically assign higher valuations to liquid stocks because of their low trading costs and flexibility in a variety of market environments&#34;, the strategists said.</p><p>Over the last several years, trading volumes have briefly increased following stock split announcements but evidenced little change during and after the splits took effect, according to Goldman&#39;s analysis of 45 Russell 1000 stock splits since 2019.</p><p>Nvidia&#39;s stock was last trading at $120 per share post split, compared with $1,200 on Friday, making it a potential contender for the 30-member price-weighted Dow index .</p><p>An S&amp;P Dow Jones Indices spokeswoman late in May said it does not comment or speculate on index additions or deletions.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4543":"AI","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4127":"投资银行业与经纪业","BK4503":"景林资产持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4529":"IDC概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4592":"伊斯兰概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4504":"桥水持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4549":"软银资本持仓","BK4579":"人工智能","BK4588":"碎股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442450845","content_text":"Nvidia's 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether's inclusion in the blue-chip Dow index.The split, aimed at lowering per-share value to make it more affordable for employees and investors, increases the company's outstanding shares without changing the stock's valuation.\"A side-effect of Nvidia's stock split will be to put it in the running to follow Amazon and Apple into the Dow, potentially pushing out fellow chip stock Intel that currently has the lowest weighting,\" said Ben Laidler, global markets strategist at digital brokerage eToro.The stock dipped 0.5% in premarket trading on Monday, after climbing nearly 27% since the company announced the share split and a strong forecast last month. The dominant AI chip maker had also clinched $3 trillion in market value and surpassed Appleto become the second-most valuable firm in the world, trailing only Microsoft .Market analysts said stock splits tend to attract individual investors that trade in smaller lots and have lesser capital to deploy than institutional investors.However, Goldman Sachs strategists led by David Kostin said in a note most recent stock splits have not generated a significant increase in retail trading activity, but there have been some notable exceptions such as Amazon's split in 2022 and Nvidia's 2021 split.Moreover, \"investors typically assign higher valuations to liquid stocks because of their low trading costs and flexibility in a variety of market environments\", the strategists said.Over the last several years, trading volumes have briefly increased following stock split announcements but evidenced little change during and after the splits took effect, according to Goldman's analysis of 45 Russell 1000 stock splits since 2019.Nvidia's stock was last trading at $120 per share post split, compared with $1,200 on Friday, making it a potential contender for the 30-member price-weighted Dow index .An S&P Dow Jones Indices spokeswoman late in May said it does not comment or speculate on index additions or deletions.","news_type":1,"symbols_score_info":{"NVDA":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310403892015136,"gmtCreate":1716780737200,"gmtModify":1716781493929,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Repeating paragraph, sound like in school making the word count.","listText":"Repeating paragraph, sound like in school making the word count.","text":"Repeating paragraph, sound like in school making the word count.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310403892015136","repostId":"1183549079","repostType":2,"repost":{"id":"1183549079","kind":"news","pubTimestamp":1716780404,"share":"https://ttm.financial/m/news/1183549079?lang=en_US&edition=fundamental","pubTime":"2024-05-27 11:26","market":"sg","language":"en","title":"Singapore Insurer’s Holders Seeking Better Offer From OCBC","url":"https://stock-news.laohu8.com/highlight/detail?id=1183549079","media":"Bloomberg","summary":"The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value","content":"<div>\n<p>The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp\">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>Singapore Insurer’s Holders Seeking Better Offer From OCBC</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\">\nSingapore Insurer’s Holders Seeking Better Offer From OCBC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-27 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183549079","content_text":"The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value insurance firms elsewhere. By that measure, it is half the valuation the bank used in its last attempt to take full ownership of the company. Oversea-Chinese Banking Corp., opening a new front in a longstanding fight between shareholder activists and Singapore’s second-largest lender.The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value insurance firms elsewhere. By that measure, it is half the valuation the bank used in its last attempt to take full ownership of the company.OCBC, which holds more than 88% of Great Eastern, said earlier this month it is seeking to delist the stock.“We are now caught between a rock and a hard place,” said Ong Chin Woo, who owns shares of Great Eastern and OCBC. Since 2021, he’s been a vocal spokesman for a group which now comprises more than 100 minority shareholders. “If OCBC has no other choices, at least give us a fair exit offer.”An OCBC spokesperson defended the number, saying it reflects a roughly 40% premium over the price in both the month and the year before the announcement, as well as in multiples of the insurer’s book value and other financial metrics.Morgan Stanley banking analysts led by Nick Lord said the offer is “high” and will contribute positively to earnings at OCBC, as well as make management of the combined entity easier.The bank has steadily built its 88.44% stake in the 116-year-old insurer, which operates in Singapore, Malaysia and Indonesia. Over the past ten years, it’s contributed an average of about S$700 million a year in net income to OCBC, equivalent to about 15% of OCBC’s annual profit, according to the bank.Over the past decade through end of 2023, OCBC’s shares have risen more than 30%, while Great Eastern dropped 1%. The insurer’s minority shareholders have been lobbying for years for higher dividends and better liquidity.They’ve also objected to using OCBC stock to reward Great Eastern executives like Chief Executive Khor Hock Seng, whose long-term incentives have been paid in OCBC shares.Great Eastern told investors in April that it has taken steps to strengthen capital management and improve dividend payouts but that many of the factors that affect share prices are beyond its control. As for the executive compensation, the insurer said the structure helps to foster “One OCBC Group” spirit with its holding company, and using GE shares would impact the stock’s liquidity.OCBC’s current offer ascribes zero value to Great Eastern’s future underwriting and to its agency network, said Thilan Wickramasinghe, an analyst at Maybank Securities Pte. “There are risks that OCBC might have to make a higher offer in order to narrow that discount gap,” he said.Some members of Singapore’s oldest business clans are invested in the outcome. Companies linked to Lee Thor Seng, part of the clan that co-founded OCBC, have a stake. Wong Hong Sun, whose grandfather was chairman of Great Eastern for close to twenty years, holds more than 3 million shares. “Even if I am not sentimental, I won’t sell,” he said. “Half price is no way.”Great Eastern appointed EY as an independent financial adviser to assess the merit of OCBC’s offer and make a recommendation to shareholders. OCBC will dispatch the offer document to Great Eastern shareholders no later than the end of May, and the offer opens for at least 28 days, according to the current timeline.“Normally you’d pay a substantial premium to take a majority stake of a company,” Bloomberg Intelligence analyst Steven Lam said. But listed insurance firms are rare in Southeast Asia, making it difficult to find a comparable benchmark. And, he added, “this time we are dealing with a minority stake of 11.56%.”","news_type":1,"symbols_score_info":{"O39.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":328064110473424,"gmtCreate":1721123840155,"gmtModify":1721123848652,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a>&nbsp; All pump in money for trump to cash out and fund his lobby, genius","listText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$ </a>&nbsp; All pump in money for trump to cash out and fund his lobby, genius","text":"$Trump Media & Technology(DJT)$ All pump in money for trump to cash out and fund his lobby, genius","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/328064110473424","isVote":1,"tweetType":1,"viewCount":2370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321747277246640,"gmtCreate":1719582064467,"gmtModify":1719582068517,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"ATH Wait for next year, the chance to come or dump","listText":"ATH Wait for next year, the chance to come or dump","text":"ATH Wait for next year, the chance to come or dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321747277246640","repostId":"2446581837","repostType":2,"repost":{"id":"2446581837","kind":"highlight","pubTimestamp":1719579600,"share":"https://ttm.financial/m/news/2446581837?lang=en_US&edition=fundamental","pubTime":"2024-06-28 21:00","market":"us","language":"en","title":"Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2446581837","media":"Motley Fool","summary":"Both of these stocks have massive AI tailwinds.","content":"<div>\n<p>Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?</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; 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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\">\nIs Apple a Better Once-in-a-Generation Investment Opportunity Than Nvidia Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4527":"明星科技股","LU0072462426.USD":"贝莱德全球配置 A2","BK4543":"AI","BK4501":"段永平概念","LU0055631609.USD":"贝莱德世界黄金基金A2","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4587":"ChatGPT概念","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","AAPL":"苹果","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4505":"高瓴资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0498741114.HKD":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4574":"无人驾驶","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD"},"source_url":"https://www.fool.com/investing/2024/06/27/is-apple-a-better-once-in-a-generation-investment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446581837","content_text":"Apple has a huge opportunity in edge AI -- running AI on its devices.Nvidia could continue to grow tremendously as more powerful AI technology requires faster AI chips.Nvidia has been the bigger winner in recent years, but Apple could outperform going forward.Apple's initial launch of the iPhone was arguably a once-in-a-generation investing opportunity. The world changed afterward -- and Apple's share price skyrocketed.Many investors probably also view the introduction of ChatGPT as a once-in-a-generation investing opportunity with Nvidia. The demand for the company's graphics processing units (GPUs) in powering generative artificial intelligence (AI) applications took off and hasn't slowed since.By definition, such moments with Apple and Nvidia are rare. However, no rule says a company can't have multiple game-changing catalysts during its lifetime. Perhaps both Apple and Nvidia are once again presenting once-in-a-generation opportunities. If so, is Apple a better pick than Nvidia for investors right now?Apple's and Nvidia's new opportunitiesThe \"new\" has long worn off the iPhone. Apple hasn't rolled out truly head-turning technology improvements to its popular smartphone in years. As a result, iPhone upgrades have slowed considerably.However, Apple's introduction of its new AI capabilities (called Apple Intelligence) could be a major turning point. Thus far, most AI functionality has run in the cloud. With Apple Intelligence, though, AI runs locally on the company's devices.This approach is known as edge AI. It could be a massive new market opportunity that some analysts believe will spur an iPhone upgrade super cycle.Unsurprisingly, Nvidia's new opportunity is also related to AI, and it's more of an extension of the company's current opportunity than anything entirely new. Nvidia's next wave of growth could come from an acceleration of AI capabilities that achieves or comes close to achieving artificial general intelligence (AGI) -- a form of AI that matches or exceeds human-level performance.More powerful AI systems will undoubtedly require more powerful AI chips. Nvidia's GPUs continue to set the bar for performance.Potential scenariosHow could these AI opportunities pan out for Apple and Nvidia? Let's look at two potential scenarios -- one optimistic and the other pessimistic.In an optimistic future, Apple's customers will flock to upgrade their iPhones and iPads to take advantage of the company's new AI features. Apple will continue to add capabilities regularly, attracting new customers who switch from rival smartphones. The company will return to double-digit growth and its iPhone ecosystem will become more valuable than ever.Nvidia will continue to launch faster and faster chips. The pace of the company's innovation will be so rapid that no competitor will be able to keep up. As AI grows more powerful, Nvidia's technology will enjoy increasingly greater demand. The company's revenue, profits, and share price will soar.In the pessimistic scenario, however, customers will ultimately view Apple Intelligence as merely a novelty. There'll be an initial modest uptick in iPhone upgrades, but nothing more. Apple's growth will be sluggish, at best, and its stock will flounder for years as a once-great company loses its way.As for Nvidia, AGI or anything close to it may prove to be much more difficult to achieve than imagined. Large language models (LLMs) will reach a plateau in capability, and the demand for AI chips will decline with companies not seeing the desired return on investment.Meanwhile, Nvidia's rivals and large cloud customers will roll out their own chips that are less expensive and compare favorably on performance with Nvidia's GPUs. Nvidia's market share -- and share price -- will fall sharply.Apple or Nvidia?Nvidia has clearly been the better stock in recent years and so far in 2024. But could Apple deliver greater gains going forward? Maybe.I think the optimistic scenario (or something fairly close to it) is more likely for Apple than the pessimistic scenario. Although Apple's valuation is high, it doesn't have nearly as much projected growth baked in as Nvidia's does.Some aspects of the pessimistic scenario for Nvidia also seem quite possible. AGI could be much further away than some predict. Other chipmakers are already aiming to challenge Nvidia's AI chip dominance.If the optimistic scenarios play out for both Apple and Nvidia, I believe Nvidia will continue to be the bigger winner. However, I think the pessimistic scenario is less likely for Apple than for Nvidia.I won't claim unequivocally that Apple is a better once-in-a-generation investment opportunity than Nvidia. My view is that both stocks should perform well for long-term investors. But for more cautious investors, Apple looks like the better pick.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323336534519896,"gmtCreate":1719969818471,"gmtModify":1719969822288,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"He let you know he trimmed to make everyone panic and jump ship, so as to lower the price for him to enter again. How futile.","listText":"He let you know he trimmed to make everyone panic and jump ship, so as to lower the price for him to enter again. How futile.","text":"He let you know he trimmed to make everyone panic and jump ship, so as to lower the price for him to enter again. How futile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323336534519896","repostId":"2448167169","repostType":4,"repost":{"id":"2448167169","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":1719966945,"share":"https://ttm.financial/m/news/2448167169?lang=en_US&edition=fundamental","pubTime":"2024-07-03 08:35","market":"us","language":"en","title":"Why This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2448167169","media":"Dow Jones","summary":"\"Nvidia dominates the market for graphics processing units  installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.\"The hypsecalers are buying on anticipated demand,\" Ludan said. But he countered that point by saying he believed Tesla Inc. $$, and xAI  were \"incrementally positive drivers\" for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had ","content":"<html><head></head><body><p>As Nvidia Corp. has maintained a streak of hitting quarterly revenue and profit numbers out of the park, what might be lost to investors is that so much of the action around generative artificial intelligence still hinges on the build-out of computing infrastructure, rather than demand for products and services making use of the technology. Ken Laudan of Buffalo Funds is worried about that.</p><p>&#34;I am growing concerned that the handoff from AI enablers to adopters will take much longer than I had previously anticipated,&#34; he said during an interview with MarketWatch.</p><p>Laudan manages the Buffalo Large Cap Fund, which is rated four stars (out of five) within Morningstar&#39;s &#34;Large Growth&#34; category.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> remains an obvious play among companies helping data centers build the computing capacity needed to support their corporate clients&#39; development of products and services that develop generative AI. Laudan calls the companies supplying the needed hardware &#34;AI enablers.&#34; When interviewed in February, he said that &#34;maybe in 2025&#34; investors would begin paying more attention to &#34;AI adopters,&#34; which he defined as &#34;software-centric companies that sell a large-language AI model on top of their enterprise or vertical software stock to their clients.&#34;</p><p>But he has since changed his mind.</p><p>From numbers supplied by FactSet, as well as guidance from Nvidia, Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Laudan estimated in a follow-up email that, from January 2023 through the end of 2024, cumulative spending &#34;for the silicon (chip) portion of AI&#34; would exceed $200 billion.</p><p>He estimated that &#34;hyperscalers&#34; investing heavily in AI equipment, such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META), eventually would need to generate an annualized $300 billion in annual revenue &#34;just to be gross-margin neutral to their existing cloud-hosting business.&#34;</p><p>He clarified that the $300 billion figure would cover &#34;application revenues paid to the hyperscalers from their enterprise customers or other AI companies,&#34; and said that figure compared with $3 billion in cumulative AI &#34;application&#34; revenue estimated by Sequoia Ventures in April. You can watch that presentation here.</p><p>Boiling down the warning about AI spending and a delayed payoff</p><p>Laudan asked: &#34;When will hyperscalers - which represent 53% of Nvidia&#39;s revenues - begin to base GPU purchases on end-user demand, rather than buying them on anticipated demand?&#34;</p><p>Nvidia dominates the market for graphics processing units (GPUs) installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.</p><p>&#34;The hypsecalers are buying on anticipated demand,&#34; Ludan said. But he countered that point by saying he believed Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and xAI (founded by Tesla Chief Executive Elon Musk last year) were &#34;incrementally positive drivers&#34; for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had a small position in Tesla as of March 31.)</p><p>He said that an institutional investor had raised the point that companies such as Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> couldn&#39;t afford to be left behind during the AI-infrastructure buildup.</p><p>&#34;How much can investors tolerate?&#34; Laudan wondered. &#34;If there is a big hit to gross margins, investors will not tolerate this for five years. At some point the spark is going to go off,&#34; he said.</p><p>Laudan said investors need to see &#34;hyperscalers dramatically shift&#34; so the gap between AI infrastructure spending spend and AI adopter revenue begins to close &#34;dramatically.&#34;</p><p>&#34;But I am not seeing data points that are leading indicators that that will happen,&#34; he said. He expects to see clearer indications - positive or negative - over the next 12 months.</p><p>How Laudan is heeding his own warning</p><p>The Buffalo Large Cap Fund tends to hold about 70 stocks. Net of expenses, which total 0.95% of assets under management annually, the fund&#39;s investor shares have returned 22% this year, slightly ahead of its benchmark, the Russell 1000 Growth Index RLG, and ahead of the 15.6% return for the S&amp;P 500 SPX. (All returns in this article include reinvested dividends.)</p><p>Broadly, Laudan said he was &#34;trimming where I need to in the AI ecosystem, staying overweight in industrials and healthcare (relative to the Russell 1000 Growth Index), and looking at some of the beaten-up large-cap software names.&#34;</p><p>He said he had reduced the fund&#39;s holdings of Nvidia, which made up 7% of the fund&#39;s portfolio as of March 31. He also reduced the fund&#39;s holdings of AMD &#34;a bit&#34; and sold some shares of Coherent Corp. <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG), two alternative AI plays he mentioned during the February interview with MarketWatch.</p><p>Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was the largest holding of the Buffalo Large Cap Fund as of March 31, with an 11% allocation. The stock has returned 22% this year, and software companies in the S&amp;P 500 have returned a weighted 16.9%, according to FactSet.</p><p>Beyond the world of tech and AI, Laudan appreciates &#34;industrial compounders,&#34; such as GE Aerospace <a href=\"https://laohu8.com/S/GE\">$(GE)$</a>, Xylem Inc. <a href=\"https://laohu8.com/S/XYL\">$(XYL)$</a> and Westinghouse Air Brake Technologies Corp. <a href=\"https://laohu8.com/S/WAB\">$(WAB)$</a>, also known as Wabtec.</p><p>Within healthcare, Laudan still likes Eli Lilly &amp; Co. <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a>, which reported a 26% year-over-year increase in first-quarter sales as demand soared for its GLP-1 weight-loss medications.</p><p>Other healthcare names Laudan listed as favorable included Abbott Laboratories <a href=\"https://laohu8.com/S/ABT\">$(ABT)$</a>, DexCom Inc. <a href=\"https://laohu8.com/S/DXCM\">$(DXCM)$</a> and AstraZeneca PLC <a href=\"https://laohu8.com/S/AZN\">$(AZN)$</a>, along with Merck &amp; Co. <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a>, which he said he had added to the portfolio recently.</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>Why This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI\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\">2024-07-03 08:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As Nvidia Corp. has maintained a streak of hitting quarterly revenue and profit numbers out of the park, what might be lost to investors is that so much of the action around generative artificial intelligence still hinges on the build-out of computing infrastructure, rather than demand for products and services making use of the technology. Ken Laudan of Buffalo Funds is worried about that.</p><p>&#34;I am growing concerned that the handoff from AI enablers to adopters will take much longer than I had previously anticipated,&#34; he said during an interview with MarketWatch.</p><p>Laudan manages the Buffalo Large Cap Fund, which is rated four stars (out of five) within Morningstar&#39;s &#34;Large Growth&#34; category.</p><p>Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> remains an obvious play among companies helping data centers build the computing capacity needed to support their corporate clients&#39; development of products and services that develop generative AI. Laudan calls the companies supplying the needed hardware &#34;AI enablers.&#34; When interviewed in February, he said that &#34;maybe in 2025&#34; investors would begin paying more attention to &#34;AI adopters,&#34; which he defined as &#34;software-centric companies that sell a large-language AI model on top of their enterprise or vertical software stock to their clients.&#34;</p><p>But he has since changed his mind.</p><p>From numbers supplied by FactSet, as well as guidance from Nvidia, Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Laudan estimated in a follow-up email that, from January 2023 through the end of 2024, cumulative spending &#34;for the silicon (chip) portion of AI&#34; would exceed $200 billion.</p><p>He estimated that &#34;hyperscalers&#34; investing heavily in AI equipment, such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META), eventually would need to generate an annualized $300 billion in annual revenue &#34;just to be gross-margin neutral to their existing cloud-hosting business.&#34;</p><p>He clarified that the $300 billion figure would cover &#34;application revenues paid to the hyperscalers from their enterprise customers or other AI companies,&#34; and said that figure compared with $3 billion in cumulative AI &#34;application&#34; revenue estimated by Sequoia Ventures in April. You can watch that presentation here.</p><p>Boiling down the warning about AI spending and a delayed payoff</p><p>Laudan asked: &#34;When will hyperscalers - which represent 53% of Nvidia&#39;s revenues - begin to base GPU purchases on end-user demand, rather than buying them on anticipated demand?&#34;</p><p>Nvidia dominates the market for graphics processing units (GPUs) installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.</p><p>&#34;The hypsecalers are buying on anticipated demand,&#34; Ludan said. But he countered that point by saying he believed Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and xAI (founded by Tesla Chief Executive Elon Musk last year) were &#34;incrementally positive drivers&#34; for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had a small position in Tesla as of March 31.)</p><p>He said that an institutional investor had raised the point that companies such as Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> couldn&#39;t afford to be left behind during the AI-infrastructure buildup.</p><p>&#34;How much can investors tolerate?&#34; Laudan wondered. &#34;If there is a big hit to gross margins, investors will not tolerate this for five years. At some point the spark is going to go off,&#34; he said.</p><p>Laudan said investors need to see &#34;hyperscalers dramatically shift&#34; so the gap between AI infrastructure spending spend and AI adopter revenue begins to close &#34;dramatically.&#34;</p><p>&#34;But I am not seeing data points that are leading indicators that that will happen,&#34; he said. He expects to see clearer indications - positive or negative - over the next 12 months.</p><p>How Laudan is heeding his own warning</p><p>The Buffalo Large Cap Fund tends to hold about 70 stocks. Net of expenses, which total 0.95% of assets under management annually, the fund&#39;s investor shares have returned 22% this year, slightly ahead of its benchmark, the Russell 1000 Growth Index RLG, and ahead of the 15.6% return for the S&amp;P 500 SPX. (All returns in this article include reinvested dividends.)</p><p>Broadly, Laudan said he was &#34;trimming where I need to in the AI ecosystem, staying overweight in industrials and healthcare (relative to the Russell 1000 Growth Index), and looking at some of the beaten-up large-cap software names.&#34;</p><p>He said he had reduced the fund&#39;s holdings of Nvidia, which made up 7% of the fund&#39;s portfolio as of March 31. He also reduced the fund&#39;s holdings of AMD &#34;a bit&#34; and sold some shares of Coherent Corp. <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG), two alternative AI plays he mentioned during the February interview with MarketWatch.</p><p>Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was the largest holding of the Buffalo Large Cap Fund as of March 31, with an 11% allocation. The stock has returned 22% this year, and software companies in the S&amp;P 500 have returned a weighted 16.9%, according to FactSet.</p><p>Beyond the world of tech and AI, Laudan appreciates &#34;industrial compounders,&#34; such as GE Aerospace <a href=\"https://laohu8.com/S/GE\">$(GE)$</a>, Xylem Inc. <a href=\"https://laohu8.com/S/XYL\">$(XYL)$</a> and Westinghouse Air Brake Technologies Corp. <a href=\"https://laohu8.com/S/WAB\">$(WAB)$</a>, also known as Wabtec.</p><p>Within healthcare, Laudan still likes Eli Lilly &amp; Co. <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a>, which reported a 26% year-over-year increase in first-quarter sales as demand soared for its GLP-1 weight-loss medications.</p><p>Other healthcare names Laudan listed as favorable included Abbott Laboratories <a href=\"https://laohu8.com/S/ABT\">$(ABT)$</a>, DexCom Inc. <a href=\"https://laohu8.com/S/DXCM\">$(DXCM)$</a> and AstraZeneca PLC <a href=\"https://laohu8.com/S/AZN\">$(AZN)$</a>, along with Merck &amp; Co. <a href=\"https://laohu8.com/S/MRK\">$(MRK)$</a>, which he said he had added to the portfolio recently.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","NVDA":"英伟达","LU0058720904.USD":"联博国际健康护理基金A","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (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","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4149":"建筑机械与重型卡车","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4148":"电子元件","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448167169","content_text":"As Nvidia Corp. has maintained a streak of hitting quarterly revenue and profit numbers out of the park, what might be lost to investors is that so much of the action around generative artificial intelligence still hinges on the build-out of computing infrastructure, rather than demand for products and services making use of the technology. Ken Laudan of Buffalo Funds is worried about that.\"I am growing concerned that the handoff from AI enablers to adopters will take much longer than I had previously anticipated,\" he said during an interview with MarketWatch.Laudan manages the Buffalo Large Cap Fund, which is rated four stars (out of five) within Morningstar's \"Large Growth\" category.Nvidia $(NVDA)$ remains an obvious play among companies helping data centers build the computing capacity needed to support their corporate clients' development of products and services that develop generative AI. Laudan calls the companies supplying the needed hardware \"AI enablers.\" When interviewed in February, he said that \"maybe in 2025\" investors would begin paying more attention to \"AI adopters,\" which he defined as \"software-centric companies that sell a large-language AI model on top of their enterprise or vertical software stock to their clients.\"But he has since changed his mind.From numbers supplied by FactSet, as well as guidance from Nvidia, Advanced Micro Devices Inc. $(AMD)$ and Broadcom Inc. $(AVGO)$, Laudan estimated in a follow-up email that, from January 2023 through the end of 2024, cumulative spending \"for the silicon (chip) portion of AI\" would exceed $200 billion.He estimated that \"hyperscalers\" investing heavily in AI equipment, such as Meta Platforms Inc. (META), eventually would need to generate an annualized $300 billion in annual revenue \"just to be gross-margin neutral to their existing cloud-hosting business.\"He clarified that the $300 billion figure would cover \"application revenues paid to the hyperscalers from their enterprise customers or other AI companies,\" and said that figure compared with $3 billion in cumulative AI \"application\" revenue estimated by Sequoia Ventures in April. You can watch that presentation here.Boiling down the warning about AI spending and a delayed payoffLaudan asked: \"When will hyperscalers - which represent 53% of Nvidia's revenues - begin to base GPU purchases on end-user demand, rather than buying them on anticipated demand?\"Nvidia dominates the market for graphics processing units (GPUs) installed by data centers. GPUs are the core components of the generative-AI infrastructure, although many other companies are providing supporting equipment.\"The hypsecalers are buying on anticipated demand,\" Ludan said. But he countered that point by saying he believed Tesla Inc. $(TSLA)$, and xAI (founded by Tesla Chief Executive Elon Musk last year) were \"incrementally positive drivers\" for Nvidia during its most recent reported fiscal quarter ended April 28. (The Buffalo Large Cap Fund had a small position in Tesla as of March 31.)He said that an institutional investor had raised the point that companies such as Amazon.com Inc. $(AMZN)$ and Alphabet Inc. $(GOOGL)$ $(GOOG)$ couldn't afford to be left behind during the AI-infrastructure buildup.\"How much can investors tolerate?\" Laudan wondered. \"If there is a big hit to gross margins, investors will not tolerate this for five years. At some point the spark is going to go off,\" he said.Laudan said investors need to see \"hyperscalers dramatically shift\" so the gap between AI infrastructure spending spend and AI adopter revenue begins to close \"dramatically.\"\"But I am not seeing data points that are leading indicators that that will happen,\" he said. He expects to see clearer indications - positive or negative - over the next 12 months.How Laudan is heeding his own warningThe Buffalo Large Cap Fund tends to hold about 70 stocks. Net of expenses, which total 0.95% of assets under management annually, the fund's investor shares have returned 22% this year, slightly ahead of its benchmark, the Russell 1000 Growth Index RLG, and ahead of the 15.6% return for the S&P 500 SPX. (All returns in this article include reinvested dividends.)Broadly, Laudan said he was \"trimming where I need to in the AI ecosystem, staying overweight in industrials and healthcare (relative to the Russell 1000 Growth Index), and looking at some of the beaten-up large-cap software names.\"He said he had reduced the fund's holdings of Nvidia, which made up 7% of the fund's portfolio as of March 31. He also reduced the fund's holdings of AMD \"a bit\" and sold some shares of Coherent Corp. $(COHR)$ and Pure Storage Inc. (PSTG), two alternative AI plays he mentioned during the February interview with MarketWatch.Microsoft Corp. $(MSFT)$ was the largest holding of the Buffalo Large Cap Fund as of March 31, with an 11% allocation. The stock has returned 22% this year, and software companies in the S&P 500 have returned a weighted 16.9%, according to FactSet.Beyond the world of tech and AI, Laudan appreciates \"industrial compounders,\" such as GE Aerospace $(GE)$, Xylem Inc. $(XYL)$ and Westinghouse Air Brake Technologies Corp. $(WAB)$, also known as Wabtec.Within healthcare, Laudan still likes Eli Lilly & Co. $(LLY)$, which reported a 26% year-over-year increase in first-quarter sales as demand soared for its GLP-1 weight-loss medications.Other healthcare names Laudan listed as favorable included Abbott Laboratories $(ABT)$, DexCom Inc. $(DXCM)$ and AstraZeneca PLC $(AZN)$, along with Merck & Co. $(MRK)$, which he said he had added to the portfolio recently.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326360745316520,"gmtCreate":1720702084171,"gmtModify":1720702087949,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Please post accurate not just rise 4% thats it, it still moving.","listText":"Please post accurate not just rise 4% thats it, it still moving.","text":"Please post accurate not just rise 4% thats it, it still moving.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326360745316520","repostId":"2450026356","repostType":2,"isVote":1,"tweetType":1,"viewCount":1728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322800752656488,"gmtCreate":1719839138405,"gmtModify":1719839143466,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Why not say 20 years 30 years 40 years, so shallow just making the word counts. High school essay. 10 years later will just rebuff as speculation. Eating the essay soon?","listText":"Why not say 20 years 30 years 40 years, so shallow just making the word counts. High school essay. 10 years later will just rebuff as speculation. Eating the essay soon?","text":"Why not say 20 years 30 years 40 years, so shallow just making the word counts. High school essay. 10 years later will just rebuff as speculation. Eating the essay soon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322800752656488","repostId":"2447608276","repostType":4,"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316926125035576,"gmtCreate":1718413583872,"gmtModify":1718413587332,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Greed revealed","listText":"Greed revealed","text":"Greed revealed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316926125035576","repostId":"2443987299","repostType":2,"repost":{"id":"2443987299","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1718413021,"share":"https://ttm.financial/m/news/2443987299?lang=en_US&edition=fundamental","pubTime":"2024-06-15 08:57","market":"us","language":"en","title":"OpenAI CEO Says Company Could Become Benefit Corporation - The Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2443987299","media":"Reuters","summary":"June 14  - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","content":"<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</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>OpenAI CEO Says Company Could Become Benefit Corporation - The Information</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI CEO Says Company Could Become Benefit Corporation - The Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-15 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4528":"SaaS概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4516":"特朗普概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":455130487853448,"gmtCreate":1752153014091,"gmtModify":1752153018971,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Trying to crash the price so can buy cheap. So easy to influence.","listText":"Trying to crash the price so can buy cheap. So easy to influence.","text":"Trying to crash the price so can buy cheap. So easy to influence.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/455130487853448","repostId":"2550697628","repostType":2,"repost":{"id":"2550697628","kind":"live","pubTimestamp":1752151403,"share":"https://ttm.financial/m/news/2550697628?lang=en_US&edition=fundamental","pubTime":"2025-07-10 20:43","market":"nz","language":"en","title":"Altimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1","url":"https://stock-news.laohu8.com/highlight/detail?id=2550697628","media":"THOMSON REUTERS","summary":"Altimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1","content":"<html><body><p>Altimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1</p></body></html>","source":"reuters_en_live","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>Altimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1</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; 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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\">\nAltimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 20:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250710:nFWN3T70JT:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Altimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250710:nFWN3T70JT:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4139":"生物科技","BK4599":"减肥药","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","ALT":"Altimmune, Inc."},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250710:nFWN3T70JT:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550697628","content_text":"Altimmune Inc : Goldman Sachs Resumes Coverage With Sell Rating; Price Target $1","news_type":1,"symbols_score_info":{"ALT":0.9}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364874473902272,"gmtCreate":1730090922973,"gmtModify":1730090926762,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Then whats your problem, create more problem?","listText":"Then whats your problem, create more problem?","text":"Then whats your problem, create more problem?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364874473902272","repostId":"2478154039","repostType":2,"isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358389285642368,"gmtCreate":1728517805348,"gmtModify":1728517809185,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Gold class bunglow come on please be more accurate.","listText":"Gold class bunglow come on please be more accurate.","text":"Gold class bunglow come on please be more accurate.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358389285642368","repostId":"1109683617","repostType":2,"repost":{"id":"1109683617","kind":"news","pubTimestamp":1728517200,"share":"https://ttm.financial/m/news/1109683617?lang=en_US&edition=fundamental","pubTime":"2024-10-10 07:40","market":"sg","language":"en","title":"Singapore Mansion on Sale for Record $236 Million, BT Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1109683617","media":"Bloomberg","summary":"A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million , according to the Business Times.If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a pr","content":"<div>\n<p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas\">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>Singapore Mansion on Sale for Record $236 Million, BT Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Mansion on Sale for Record $236 Million, BT Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H30.SI":"鸿福实业"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109683617","content_text":"A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a price tag of S$175 million in 2019.","news_type":1,"symbols_score_info":{"H30.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316926368170072,"gmtCreate":1718413643801,"gmtModify":1718413647362,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Low balled by Apple","listText":"Low balled by Apple","text":"Low balled by Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316926368170072","repostId":"2443987299","repostType":2,"repost":{"id":"2443987299","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1718413021,"share":"https://ttm.financial/m/news/2443987299?lang=en_US&edition=fundamental","pubTime":"2024-06-15 08:57","market":"us","language":"en","title":"OpenAI CEO Says Company Could Become Benefit Corporation - The Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2443987299","media":"Reuters","summary":"June 14  - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","content":"<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</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>OpenAI CEO Says Company Could Become Benefit Corporation - The Information</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI CEO Says Company Could Become Benefit Corporation - The Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-15 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4528":"SaaS概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4516":"特朗普概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4535":"淡马锡持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4577":"网络游戏","BK4538":"云计算","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4579":"人工智能","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4503":"景林资产持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4525":"远程办公概念","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","MSFT":"微软","BK4097":"系统软件","LU0171293334.USD":"贝莱德英国基金A2","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4576":"AR","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443987299","content_text":"June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315531703783488,"gmtCreate":1718065484501,"gmtModify":1718069357177,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"They try to make it cheap so they can buy more, market manipulation at best","listText":"They try to make it cheap so they can buy more, market manipulation at best","text":"They try to make it cheap so they can buy more, market manipulation at best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315531703783488","repostId":"2442812204","repostType":2,"repost":{"id":"2442812204","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":1718028048,"share":"https://ttm.financial/m/news/2442812204?lang=en_US&edition=fundamental","pubTime":"2024-06-10 22:00","market":"other","language":"en","title":"Nvidia's Stock Falls 2% After the 10-for-1 Stock Split Effective; AMD Falls 4% as Morgan Stanley Slashes Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2442812204","media":"Dow Jones","summary":"The artificial intelligence \"bar remains high\" for Advanced Micro Devices, and investors are better off with bigger names like Nvidia, say Morgan Stanley analysts who downgraded the chip maker.\"We like the AMD story, but investor expectations for the AI business still seems too high to us,\" said analysts led by Joseph Moore in a note to clients on Monday.Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as \"limited,\" even with a recovery in its core business. Shares of AMD fell over 2% in premarket trading.They view AMD's stock price as expensive relative to other big-cap plays such as Nvidia  and Broadcom , \"where we have more confidence on upward revisions to AI forecasts.\". Moore said their overweight on AMD has been focused on the chipmaker's core business reaccelerating following big downturn across markets, with AI an extra boost. \"Through no fault of their own, AMD is facing a high bar given the supp","content":"<html><head></head><body><p>Nvidia started trading on a split-adjusted basis Monday. The 10-for-1 stock split in shares of Nvidia, the leader in artificial-intelligence chips, took effect Friday after the close of trading. The stock finished Friday at $1,208.88. In trading Monday, shares were down 2%. Coming into Monday’s session, Nvidia has risen 144% in 2024, and has gained 27% since the stock split announcement was made on May 22.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e0b0dad6ee0d0847ec25eaf1973fb11\" title=\"\" tg-width=\"457\" tg-height=\"382\"/></p><p>Advanced Micro Devices fell 4% after shares of the chip maker were downgraded to Equal Weight from Overweight at Morgan Stanley and the price target was maintained at $176.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93e233983feb2998f39dbec3bed236b6\" title=\"\" tg-width=\"462\" tg-height=\"388\"/></p><p>“We like the AMD story, but investor expectations for the AI business still seems too high to us,” said analysts led by Joseph Moore in a note to clients on Monday.</p><p>Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as “limited,” even with a recovery in its core business.</p><p>They view AMD’s stock price as expensive relative to other big-cap plays such as Nvidia and Broadcom, “where we have more confidence on upward revisions to AI forecasts.”</p><p>Morgan Stanley analysts said investor expectations still haven’t adjusted enough to account for the likely impact Nvidia’s Blackwell Ultra chip launch next year will have on competitors like AMD. Their preference has now shifted to Broadcom as the second-favorite large cap AI alternative.</p><p>Moore said their overweight on AMD has been focused on the chipmaker’s core business reaccelerating following big downturn across markets, with AI an extra boost. “Through no fault of their own, AMD is facing a high bar given the supply chain ramp in excess of AMD revenue potential,” they said.</p><p style=\"text-align: start;\">AMD said in late April that it expects $4 billion in AI chip sales this year, from an earlier projection for $3.5 billion. Morgan Stanley’s analysts said the chip maker will likely hit that target this year and grow in 2025, but expectations are running much higher. They explain that have consistently taken the approach to heavily discount the supply chain for AMD when assessing such opportunities.</p><p style=\"text-align: start;\">“The trouble we have is that investor expectations still anchor on supply chain based forecasts that point to a number north of $6bn (400-500k units), despite continued messaging from the company that it takes time to build an ecosystem around a new solution, and that they would be aggressive with builds,” they said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Falls 2% After the 10-for-1 Stock Split Effective; AMD Falls 4% as Morgan Stanley Slashes Rating</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 Falls 2% After the 10-for-1 Stock Split Effective; AMD Falls 4% as Morgan Stanley Slashes Rating\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\">2024-06-10 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia started trading on a split-adjusted basis Monday. The 10-for-1 stock split in shares of Nvidia, the leader in artificial-intelligence chips, took effect Friday after the close of trading. The stock finished Friday at $1,208.88. In trading Monday, shares were down 2%. Coming into Monday’s session, Nvidia has risen 144% in 2024, and has gained 27% since the stock split announcement was made on May 22.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e0b0dad6ee0d0847ec25eaf1973fb11\" title=\"\" tg-width=\"457\" tg-height=\"382\"/></p><p>Advanced Micro Devices fell 4% after shares of the chip maker were downgraded to Equal Weight from Overweight at Morgan Stanley and the price target was maintained at $176.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93e233983feb2998f39dbec3bed236b6\" title=\"\" tg-width=\"462\" tg-height=\"388\"/></p><p>“We like the AMD story, but investor expectations for the AI business still seems too high to us,” said analysts led by Joseph Moore in a note to clients on Monday.</p><p>Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as “limited,” even with a recovery in its core business.</p><p>They view AMD’s stock price as expensive relative to other big-cap plays such as Nvidia and Broadcom, “where we have more confidence on upward revisions to AI forecasts.”</p><p>Morgan Stanley analysts said investor expectations still haven’t adjusted enough to account for the likely impact Nvidia’s Blackwell Ultra chip launch next year will have on competitors like AMD. Their preference has now shifted to Broadcom as the second-favorite large cap AI alternative.</p><p>Moore said their overweight on AMD has been focused on the chipmaker’s core business reaccelerating following big downturn across markets, with AI an extra boost. “Through no fault of their own, AMD is facing a high bar given the supply chain ramp in excess of AMD revenue potential,” they said.</p><p style=\"text-align: start;\">AMD said in late April that it expects $4 billion in AI chip sales this year, from an earlier projection for $3.5 billion. Morgan Stanley’s analysts said the chip maker will likely hit that target this year and grow in 2025, but expectations are running much higher. They explain that have consistently taken the approach to heavily discount the supply chain for AMD when assessing such opportunities.</p><p style=\"text-align: start;\">“The trouble we have is that investor expectations still anchor on supply chain based forecasts that point to a number north of $6bn (400-500k units), despite continued messaging from the company that it takes time to build an ecosystem around a new solution, and that they would be aggressive with builds,” they said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442812204","content_text":"Nvidia started trading on a split-adjusted basis Monday. The 10-for-1 stock split in shares of Nvidia, the leader in artificial-intelligence chips, took effect Friday after the close of trading. The stock finished Friday at $1,208.88. In trading Monday, shares were down 2%. Coming into Monday’s session, Nvidia has risen 144% in 2024, and has gained 27% since the stock split announcement was made on May 22.Advanced Micro Devices fell 4% after shares of the chip maker were downgraded to Equal Weight from Overweight at Morgan Stanley and the price target was maintained at $176.“We like the AMD story, but investor expectations for the AI business still seems too high to us,” said analysts led by Joseph Moore in a note to clients on Monday.Cutting the stock to equalweight, or neutral, from overweight, Moore and his team said they see upward revision potential for AMD as “limited,” even with a recovery in its core business.They view AMD’s stock price as expensive relative to other big-cap plays such as Nvidia and Broadcom, “where we have more confidence on upward revisions to AI forecasts.”Morgan Stanley analysts said investor expectations still haven’t adjusted enough to account for the likely impact Nvidia’s Blackwell Ultra chip launch next year will have on competitors like AMD. Their preference has now shifted to Broadcom as the second-favorite large cap AI alternative.Moore said their overweight on AMD has been focused on the chipmaker’s core business reaccelerating following big downturn across markets, with AI an extra boost. “Through no fault of their own, AMD is facing a high bar given the supply chain ramp in excess of AMD revenue potential,” they said.AMD said in late April that it expects $4 billion in AI chip sales this year, from an earlier projection for $3.5 billion. Morgan Stanley’s analysts said the chip maker will likely hit that target this year and grow in 2025, but expectations are running much higher. They explain that have consistently taken the approach to heavily discount the supply chain for AMD when assessing such opportunities.“The trouble we have is that investor expectations still anchor on supply chain based forecasts that point to a number north of $6bn (400-500k units), despite continued messaging from the company that it takes time to build an ecosystem around a new solution, and that they would be aggressive with builds,” they said.","news_type":1,"symbols_score_info":{"NVDA":1.1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359967585321120,"gmtCreate":1728890613659,"gmtModify":1728890617447,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Repeat same things for every stock just to stay relevant.","listText":"Repeat same things for every stock just to stay relevant.","text":"Repeat same things for every stock just to stay relevant.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359967585321120","repostId":"2475499088","repostType":2,"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348143529042120,"gmtCreate":1726019608880,"gmtModify":1726020412306,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"So sad the a first world country making&nbsp; themselves more lazy. Invest more in education and nutrition and not drugs.","listText":"So sad the a first world country making&nbsp; themselves more lazy. Invest more in education and nutrition and not drugs.","text":"So sad the a first world country making themselves more lazy. Invest more in education and nutrition and not drugs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348143529042120","repostId":"2466154114","repostType":2,"repost":{"id":"2466154114","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":1726019100,"share":"https://ttm.financial/m/news/2466154114?lang=en_US&edition=fundamental","pubTime":"2024-09-11 09:45","market":"us","language":"en","title":"Novo Nordisk Obesity Drug Works for Kids as Young as 6, Study Finds","url":"https://stock-news.laohu8.com/highlight/detail?id=2466154114","media":"Dow Jones","summary":"This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<html><head></head><body><p>Some experts favor lifestyle changes over medications to treat obesity in young children</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c67295a561f224fdcb8d21956a9d4cd\" alt=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" title=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" tg-width=\"921\" tg-height=\"609\"/><span>Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.</span></p><p>Amid an ongoing debate over what role, if any, GLP-1 medications should play in treating children who struggle with excess weight while still in elementary school, researchers have concluded that a Novo Nordisk obesity drug may be safe and effective for kids as young as 6 years of age.</p><p style=\"text-align: start;\">Liraglutide, a GLP-1 medication marketed by Novo Nordisk as the weight-loss drug Saxenda and the diabetes treatment Victoza, produced an average reduction in body mass index of 5.8% among 6- to 11-year-olds who took the drug for just over a year as part of a late-stage clinical trial, researchers found. That compares with an average BMI increase of 1.6% for trial participants taking a placebo, according to the study, which will be presented at the annual meeting of the European Association for the Study of Diabetes in Madrid this week and published in the New England Journal of Medicine. </p><p>Nearly half of the trial participants taking liraglutide achieved a BMI reduction of at least 5%, compared with about 9% of those taking placebo. As expected among growing children, both study groups gained some weight during the trial period. The children taking liraglutide gained an average 1.6% of body weight, while those taking placebo gained 10%.</p><p>The results “offer considerable promise to children living with obesity,” Claudia Fox, lead author of the study and co-director of the University of Minnesota Medical School’s Center for Pediatric Obesity Medicine, said in a statement. “To date, children have had virtually no options for treating obesity. They have been told to ‘try harder’ with diet and exercise.” </p><p>The prevalence of obesity among U.S. kids age 6 through 11 has grown over the past couple of decades, from 15.8% around the turn of the millennium to nearly 20%. The condition often persists into adulthood and is linked with serious complications, including Type 2 diabetes and some types of cancer. </p><p>But even as adults and their healthcare providers have quickly embraced newer obesity medications, there’s not yet a clear consensus on what role the drugs should play in treating younger children. The U.S. Preventive Services Task Force in June recommended that kids age 6 and older with a high BMI receive intensive, comprehensive behavioral interventions, such as education about healthy eating habits, counseling on goal-setting and problem-solving, and supervised exercise. As for weight-loss medications, the task force said that more research is needed to fully understand the long-term health outcomes, including possible harms. The task force is an independent panel of medical experts supported by the federal Agency for Healthcare Research and Quality. </p><p style=\"text-align: start;\">The American Academy of Pediatrics, meanwhile, last year issued guidelines saying that there wasn’t enough evidence to recommend use of medications solely for obesity in kids younger than 12. Saxenda is currently approved by the Food and Drug Administration for children 12 and older who have a high BMI.</p><p style=\"text-align: start;\">So far, no medications have been approved for the treatment of general obesity in kids younger than 12. And for some children, lifestyle changes such as adjustments in diet and physical activity may make a meaningful difference, Fox said at a press briefing Tuesday. “We have to be cautious and not imply that these medications are appropriate for every child,” Fox said. But children with more severe forms of obesity, she added, “are not seeing adequate results with lifestyle therapy alone.” </p><p style=\"text-align: start;\">All of the participants in the new trial, which was funded by Novo Nordisk, also received counseling that encouraged sticking to a healthy diet and getting regular exercise. The study also found that kids taking liraglutide had more improvement in diastolic blood pressure and blood-sugar levels.</p><p style=\"text-align: start;\">More than 12% of the children taking liraglutide, however, had serious side effects, compared with 7.7% of those on placebo. As has been seen with adults taking GLP-1 drugs, most of those negative effects were gastrointestinal. Among the children taking liraglutide, 11% stopped the treatment due to side effects, compared with none in the placebo group.</p><p>The study involved 82 children, and “with such a small sample, it’s hard to know, are there more rare side effects that could have emerged or will emerge” once more patients are exposed to the drug, Fox said to reporters Tuesday. “We need much longer-term data and much bigger numbers.” </p><p style=\"text-align: start;\">As with adult patients, there are also concerns about what might happen after children stop taking the medications. Increases in BMI among trial participants after liraglutide treatment stopped are “worrisome,” researchers from the U.K.’s University of Birmingham and University of Bristol wrote in an editorial also published in the New England Journal of Medicine, because such increases imply an ongoing need for medications to prevent a rebound in BMI. </p><p style=\"text-align: start;\">Kids participating in the trial have the option to restart the medication for another 56 weeks, followed by two years of observation after treatment stops, which will help gather longer-term data on the drug’s safety and efficacy, Fox said. </p><p style=\"text-align: start;\">Novo Nordisk’s American depositary receipts have climbed 25% in the year to date, while the S&amp;P 500 has gained 15%. </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>Novo Nordisk Obesity Drug Works for Kids as Young as 6, Study Finds</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\">\nNovo Nordisk Obesity Drug Works for Kids as Young as 6, Study Finds\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\">2024-09-11 09:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some experts favor lifestyle changes over medications to treat obesity in young children</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c67295a561f224fdcb8d21956a9d4cd\" alt=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" title=\"Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.\" tg-width=\"921\" tg-height=\"609\"/><span>Novo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.</span></p><p>Amid an ongoing debate over what role, if any, GLP-1 medications should play in treating children who struggle with excess weight while still in elementary school, researchers have concluded that a Novo Nordisk obesity drug may be safe and effective for kids as young as 6 years of age.</p><p style=\"text-align: start;\">Liraglutide, a GLP-1 medication marketed by Novo Nordisk as the weight-loss drug Saxenda and the diabetes treatment Victoza, produced an average reduction in body mass index of 5.8% among 6- to 11-year-olds who took the drug for just over a year as part of a late-stage clinical trial, researchers found. That compares with an average BMI increase of 1.6% for trial participants taking a placebo, according to the study, which will be presented at the annual meeting of the European Association for the Study of Diabetes in Madrid this week and published in the New England Journal of Medicine. </p><p>Nearly half of the trial participants taking liraglutide achieved a BMI reduction of at least 5%, compared with about 9% of those taking placebo. As expected among growing children, both study groups gained some weight during the trial period. The children taking liraglutide gained an average 1.6% of body weight, while those taking placebo gained 10%.</p><p>The results “offer considerable promise to children living with obesity,” Claudia Fox, lead author of the study and co-director of the University of Minnesota Medical School’s Center for Pediatric Obesity Medicine, said in a statement. “To date, children have had virtually no options for treating obesity. They have been told to ‘try harder’ with diet and exercise.” </p><p>The prevalence of obesity among U.S. kids age 6 through 11 has grown over the past couple of decades, from 15.8% around the turn of the millennium to nearly 20%. The condition often persists into adulthood and is linked with serious complications, including Type 2 diabetes and some types of cancer. </p><p>But even as adults and their healthcare providers have quickly embraced newer obesity medications, there’s not yet a clear consensus on what role the drugs should play in treating younger children. The U.S. Preventive Services Task Force in June recommended that kids age 6 and older with a high BMI receive intensive, comprehensive behavioral interventions, such as education about healthy eating habits, counseling on goal-setting and problem-solving, and supervised exercise. As for weight-loss medications, the task force said that more research is needed to fully understand the long-term health outcomes, including possible harms. The task force is an independent panel of medical experts supported by the federal Agency for Healthcare Research and Quality. </p><p style=\"text-align: start;\">The American Academy of Pediatrics, meanwhile, last year issued guidelines saying that there wasn’t enough evidence to recommend use of medications solely for obesity in kids younger than 12. Saxenda is currently approved by the Food and Drug Administration for children 12 and older who have a high BMI.</p><p style=\"text-align: start;\">So far, no medications have been approved for the treatment of general obesity in kids younger than 12. And for some children, lifestyle changes such as adjustments in diet and physical activity may make a meaningful difference, Fox said at a press briefing Tuesday. “We have to be cautious and not imply that these medications are appropriate for every child,” Fox said. But children with more severe forms of obesity, she added, “are not seeing adequate results with lifestyle therapy alone.” </p><p style=\"text-align: start;\">All of the participants in the new trial, which was funded by Novo Nordisk, also received counseling that encouraged sticking to a healthy diet and getting regular exercise. The study also found that kids taking liraglutide had more improvement in diastolic blood pressure and blood-sugar levels.</p><p style=\"text-align: start;\">More than 12% of the children taking liraglutide, however, had serious side effects, compared with 7.7% of those on placebo. As has been seen with adults taking GLP-1 drugs, most of those negative effects were gastrointestinal. Among the children taking liraglutide, 11% stopped the treatment due to side effects, compared with none in the placebo group.</p><p>The study involved 82 children, and “with such a small sample, it’s hard to know, are there more rare side effects that could have emerged or will emerge” once more patients are exposed to the drug, Fox said to reporters Tuesday. “We need much longer-term data and much bigger numbers.” </p><p style=\"text-align: start;\">As with adult patients, there are also concerns about what might happen after children stop taking the medications. Increases in BMI among trial participants after liraglutide treatment stopped are “worrisome,” researchers from the U.K.’s University of Birmingham and University of Bristol wrote in an editorial also published in the New England Journal of Medicine, because such increases imply an ongoing need for medications to prevent a rebound in BMI. </p><p style=\"text-align: start;\">Kids participating in the trial have the option to restart the medication for another 56 weeks, followed by two years of observation after treatment stops, which will help gather longer-term data on the drug’s safety and efficacy, Fox said. </p><p style=\"text-align: start;\">Novo Nordisk’s American depositary receipts have climbed 25% in the year to date, while the S&amp;P 500 has gained 15%. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVO":"诺和诺德"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466154114","content_text":"Some experts favor lifestyle changes over medications to treat obesity in young childrenNovo Nordisk’s Saxenda is already approved for children 12 and older who have a high body mass index.Amid an ongoing debate over what role, if any, GLP-1 medications should play in treating children who struggle with excess weight while still in elementary school, researchers have concluded that a Novo Nordisk obesity drug may be safe and effective for kids as young as 6 years of age.Liraglutide, a GLP-1 medication marketed by Novo Nordisk as the weight-loss drug Saxenda and the diabetes treatment Victoza, produced an average reduction in body mass index of 5.8% among 6- to 11-year-olds who took the drug for just over a year as part of a late-stage clinical trial, researchers found. That compares with an average BMI increase of 1.6% for trial participants taking a placebo, according to the study, which will be presented at the annual meeting of the European Association for the Study of Diabetes in Madrid this week and published in the New England Journal of Medicine. Nearly half of the trial participants taking liraglutide achieved a BMI reduction of at least 5%, compared with about 9% of those taking placebo. As expected among growing children, both study groups gained some weight during the trial period. The children taking liraglutide gained an average 1.6% of body weight, while those taking placebo gained 10%.The results “offer considerable promise to children living with obesity,” Claudia Fox, lead author of the study and co-director of the University of Minnesota Medical School’s Center for Pediatric Obesity Medicine, said in a statement. “To date, children have had virtually no options for treating obesity. They have been told to ‘try harder’ with diet and exercise.” The prevalence of obesity among U.S. kids age 6 through 11 has grown over the past couple of decades, from 15.8% around the turn of the millennium to nearly 20%. The condition often persists into adulthood and is linked with serious complications, including Type 2 diabetes and some types of cancer. But even as adults and their healthcare providers have quickly embraced newer obesity medications, there’s not yet a clear consensus on what role the drugs should play in treating younger children. The U.S. Preventive Services Task Force in June recommended that kids age 6 and older with a high BMI receive intensive, comprehensive behavioral interventions, such as education about healthy eating habits, counseling on goal-setting and problem-solving, and supervised exercise. As for weight-loss medications, the task force said that more research is needed to fully understand the long-term health outcomes, including possible harms. The task force is an independent panel of medical experts supported by the federal Agency for Healthcare Research and Quality. The American Academy of Pediatrics, meanwhile, last year issued guidelines saying that there wasn’t enough evidence to recommend use of medications solely for obesity in kids younger than 12. Saxenda is currently approved by the Food and Drug Administration for children 12 and older who have a high BMI.So far, no medications have been approved for the treatment of general obesity in kids younger than 12. And for some children, lifestyle changes such as adjustments in diet and physical activity may make a meaningful difference, Fox said at a press briefing Tuesday. “We have to be cautious and not imply that these medications are appropriate for every child,” Fox said. But children with more severe forms of obesity, she added, “are not seeing adequate results with lifestyle therapy alone.” All of the participants in the new trial, which was funded by Novo Nordisk, also received counseling that encouraged sticking to a healthy diet and getting regular exercise. The study also found that kids taking liraglutide had more improvement in diastolic blood pressure and blood-sugar levels.More than 12% of the children taking liraglutide, however, had serious side effects, compared with 7.7% of those on placebo. As has been seen with adults taking GLP-1 drugs, most of those negative effects were gastrointestinal. Among the children taking liraglutide, 11% stopped the treatment due to side effects, compared with none in the placebo group.The study involved 82 children, and “with such a small sample, it’s hard to know, are there more rare side effects that could have emerged or will emerge” once more patients are exposed to the drug, Fox said to reporters Tuesday. “We need much longer-term data and much bigger numbers.” As with adult patients, there are also concerns about what might happen after children stop taking the medications. Increases in BMI among trial participants after liraglutide treatment stopped are “worrisome,” researchers from the U.K.’s University of Birmingham and University of Bristol wrote in an editorial also published in the New England Journal of Medicine, because such increases imply an ongoing need for medications to prevent a rebound in BMI. Kids participating in the trial have the option to restart the medication for another 56 weeks, followed by two years of observation after treatment stops, which will help gather longer-term data on the drug’s safety and efficacy, Fox said. Novo Nordisk’s American depositary receipts have climbed 25% in the year to date, while the S&P 500 has gained 15%.","news_type":1,"symbols_score_info":{"NVO":1}},"isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343023120089320,"gmtCreate":1724764242918,"gmtModify":1724764246845,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> everyone try to make it cheap before the Moon","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> everyone try to make it cheap before the Moon","text":"$NVIDIA Corp(NVDA)$ everyone try to make it cheap before the Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343023120089320","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316319143465032,"gmtCreate":1718256174690,"gmtModify":1718256179738,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Dont put apple together with nvidia. One Is self made, other is buy and self brand.","listText":"Dont put apple together with nvidia. One Is self made, other is buy and self brand.","text":"Dont put apple together with nvidia. One Is self made, other is buy and self brand.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316319143465032","repostId":"2443084599","repostType":2,"repost":{"id":"2443084599","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":1718251200,"share":"https://ttm.financial/m/news/2443084599?lang=en_US&edition=fundamental","pubTime":"2024-06-13 12:00","market":"us","language":"en","title":"Buy Apple Stock, but Not for the Reason You Think","url":"https://stock-news.laohu8.com/highlight/detail?id=2443084599","media":"Dow Jones","summary":"Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even highe","content":"<html><head></head><body><p style=\"text-align: start;\">Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ded35b4736a13ad8abbb3cf7dfa1f850\" alt=\"DAVID PAUL MORRIS/BLOOMBERG\" title=\"DAVID PAUL MORRIS/BLOOMBERG\" tg-width=\"952\" tg-height=\"632\"/><span>DAVID PAUL MORRIS/BLOOMBERG</span></p><p style=\"text-align: start;\">Shares of the smartphone giant are “getting a delayed boost from the [Worldwide Developers Conference] Apple Intelligence launch,” wrote Bear Traps newsletter author Lawrence McDonald in a Wednesday note. “For over a month, people have been discussing the artificial intelligence upside for Apple, starting another supercycle for iPhones.”</p><p>Now that optimism is showing up. As of Wednesday, Apple stock had climbed 16% over the past month. That leaves shares up about 13% for the year.</p><p>That’s great, but shares of Nvidia, the original AI stock, have gained 38% over the past month and up about 153% in 2024.</p><p>Apple stock might be able to narrow the gap because traders are getting out of an old position. McDonald added in his note that a hedge fund has been unwinding a large long Nvidia/short Apple pair trade.</p><p>Pairs trades typically involve buying one stock and shorting the other. Shorting a stock means borrowing and selling shares an investor doesn’t own. It’s a bearish bet—the seller pockets the cash from the sale hoping to repurchase shares at a lower price when they return it to the original owner.</p><p>The goal of any pair trade is to make money from essentially one idea while eliminating other factors, such as the economy or inflation, that can move both stocks up or down. The long Nvidia/short Apple trade gives, an investor exposure to the AI theme, while removing some of the risks of holding technology stocks.</p><p>With Apple back as an AI play, that trade needs to unwind—which means buying Apple and selling Nvidia. How much more unwinding is left to do is hard to say.</p><p>The amount of Apple stock sold short relative to the amount available to trade is about 2.3%, according to Bloomberg. That’s high for Apple— and the short covering needed to return things to normal is about 10 to 20 million shares. That could be all done: Apple stock has traded almost 300 million shares over the past three days.</p><p>What’s more, in the wake of the recent run, Apple stock is now “overbought”—shares have climbed quickly that the rally may run out of steam. (For what it’s worth, Nvidia shares are even more overbought.)</p><p style=\"text-align: start;\">That isn’t too helpful. Fairlead Strategies founder and market technician Katie Stockton has an idea where Apple stock can trade, though. She says that if Apple can stay above $198 a share in the coming few days, then it will soon trade at $240. Stockton isn’t making a fundamental call on Apple stock; technicians look at charts and patterns to get a sense of where things can go over the short and medium terms.</p><p style=\"text-align: start;\">Stockton’s reasoning implies that there is about 10% upside left in the Apple-as-an-AI-play-rebound trade. Apple shares gained 2.9% on Wednesday, at $213.07 apiece.</p><p style=\"text-align: start;\">Nvidia shares, however, aren’t hurting: shares of the chip maker rose 3.6% on Wednesday, while the Nasdaq Composite was up 1.5%. A slower-than-expected inflation reading is helping most stocks.</p><p style=\"text-align: start;\">A long Apple, short Nvidia trade is one way to capture Apple’s AI rebound. Shorting Nvidia stock doesn’t sound like a great idea, though: it’s easier to hang on to Apple and reevaluate positioning at Stockton’s $240 level.</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>Buy Apple Stock, but Not for the Reason You Think</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Apple Stock, but Not for the Reason You Think\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\">2024-06-13 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ded35b4736a13ad8abbb3cf7dfa1f850\" alt=\"DAVID PAUL MORRIS/BLOOMBERG\" title=\"DAVID PAUL MORRIS/BLOOMBERG\" tg-width=\"952\" tg-height=\"632\"/><span>DAVID PAUL MORRIS/BLOOMBERG</span></p><p style=\"text-align: start;\">Shares of the smartphone giant are “getting a delayed boost from the [Worldwide Developers Conference] Apple Intelligence launch,” wrote Bear Traps newsletter author Lawrence McDonald in a Wednesday note. “For over a month, people have been discussing the artificial intelligence upside for Apple, starting another supercycle for iPhones.”</p><p>Now that optimism is showing up. As of Wednesday, Apple stock had climbed 16% over the past month. That leaves shares up about 13% for the year.</p><p>That’s great, but shares of Nvidia, the original AI stock, have gained 38% over the past month and up about 153% in 2024.</p><p>Apple stock might be able to narrow the gap because traders are getting out of an old position. McDonald added in his note that a hedge fund has been unwinding a large long Nvidia/short Apple pair trade.</p><p>Pairs trades typically involve buying one stock and shorting the other. Shorting a stock means borrowing and selling shares an investor doesn’t own. It’s a bearish bet—the seller pockets the cash from the sale hoping to repurchase shares at a lower price when they return it to the original owner.</p><p>The goal of any pair trade is to make money from essentially one idea while eliminating other factors, such as the economy or inflation, that can move both stocks up or down. The long Nvidia/short Apple trade gives, an investor exposure to the AI theme, while removing some of the risks of holding technology stocks.</p><p>With Apple back as an AI play, that trade needs to unwind—which means buying Apple and selling Nvidia. How much more unwinding is left to do is hard to say.</p><p>The amount of Apple stock sold short relative to the amount available to trade is about 2.3%, according to Bloomberg. That’s high for Apple— and the short covering needed to return things to normal is about 10 to 20 million shares. That could be all done: Apple stock has traded almost 300 million shares over the past three days.</p><p>What’s more, in the wake of the recent run, Apple stock is now “overbought”—shares have climbed quickly that the rally may run out of steam. (For what it’s worth, Nvidia shares are even more overbought.)</p><p style=\"text-align: start;\">That isn’t too helpful. Fairlead Strategies founder and market technician Katie Stockton has an idea where Apple stock can trade, though. She says that if Apple can stay above $198 a share in the coming few days, then it will soon trade at $240. Stockton isn’t making a fundamental call on Apple stock; technicians look at charts and patterns to get a sense of where things can go over the short and medium terms.</p><p style=\"text-align: start;\">Stockton’s reasoning implies that there is about 10% upside left in the Apple-as-an-AI-play-rebound trade. Apple shares gained 2.9% on Wednesday, at $213.07 apiece.</p><p style=\"text-align: start;\">Nvidia shares, however, aren’t hurting: shares of the chip maker rose 3.6% on Wednesday, while the Nasdaq Composite was up 1.5%. A slower-than-expected inflation reading is helping most stocks.</p><p style=\"text-align: start;\">A long Apple, short Nvidia trade is one way to capture Apple’s AI rebound. Shorting Nvidia stock doesn’t sound like a great idea, though: it’s easier to hang on to Apple and reevaluate positioning at Stockton’s $240 level.</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","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4592":"伊斯兰概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4579":"人工智能","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4588":"碎股","BK4507":"流媒体概念","AAPL":"苹果","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4581":"高盛持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4501":"段永平概念","BK4543":"AI","LU0072462426.USD":"贝莱德全球配置 A2","BK4527":"明星科技股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4576":"AR","LU0080751232.USD":"富达环球多元动力基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4505":"高瓴资本持仓","BK4575":"芯片概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4587":"ChatGPT概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443084599","content_text":"Apple stock is soaring this week, thanks to the artificial intelligence strategy the tech company announced Tuesday. Hedge funds might be helping, too—and both factors can push Apple shares even higher.DAVID PAUL MORRIS/BLOOMBERGShares of the smartphone giant are “getting a delayed boost from the [Worldwide Developers Conference] Apple Intelligence launch,” wrote Bear Traps newsletter author Lawrence McDonald in a Wednesday note. “For over a month, people have been discussing the artificial intelligence upside for Apple, starting another supercycle for iPhones.”Now that optimism is showing up. As of Wednesday, Apple stock had climbed 16% over the past month. That leaves shares up about 13% for the year.That’s great, but shares of Nvidia, the original AI stock, have gained 38% over the past month and up about 153% in 2024.Apple stock might be able to narrow the gap because traders are getting out of an old position. McDonald added in his note that a hedge fund has been unwinding a large long Nvidia/short Apple pair trade.Pairs trades typically involve buying one stock and shorting the other. Shorting a stock means borrowing and selling shares an investor doesn’t own. It’s a bearish bet—the seller pockets the cash from the sale hoping to repurchase shares at a lower price when they return it to the original owner.The goal of any pair trade is to make money from essentially one idea while eliminating other factors, such as the economy or inflation, that can move both stocks up or down. The long Nvidia/short Apple trade gives, an investor exposure to the AI theme, while removing some of the risks of holding technology stocks.With Apple back as an AI play, that trade needs to unwind—which means buying Apple and selling Nvidia. How much more unwinding is left to do is hard to say.The amount of Apple stock sold short relative to the amount available to trade is about 2.3%, according to Bloomberg. That’s high for Apple— and the short covering needed to return things to normal is about 10 to 20 million shares. That could be all done: Apple stock has traded almost 300 million shares over the past three days.What’s more, in the wake of the recent run, Apple stock is now “overbought”—shares have climbed quickly that the rally may run out of steam. (For what it’s worth, Nvidia shares are even more overbought.)That isn’t too helpful. Fairlead Strategies founder and market technician Katie Stockton has an idea where Apple stock can trade, though. She says that if Apple can stay above $198 a share in the coming few days, then it will soon trade at $240. Stockton isn’t making a fundamental call on Apple stock; technicians look at charts and patterns to get a sense of where things can go over the short and medium terms.Stockton’s reasoning implies that there is about 10% upside left in the Apple-as-an-AI-play-rebound trade. Apple shares gained 2.9% on Wednesday, at $213.07 apiece.Nvidia shares, however, aren’t hurting: shares of the chip maker rose 3.6% on Wednesday, while the Nasdaq Composite was up 1.5%. A slower-than-expected inflation reading is helping most stocks.A long Apple, short Nvidia trade is one way to capture Apple’s AI rebound. Shorting Nvidia stock doesn’t sound like a great idea, though: it’s easier to hang on to Apple and reevaluate positioning at Stockton’s $240 level.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316312973385944,"gmtCreate":1718254557293,"gmtModify":1718256197105,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Say buy then say dont buy, so write something to tell you that not i say buy but also not i say dont buy when it moon.","listText":"Say buy then say dont buy, so write something to tell you that not i say buy but also not i say dont buy when it moon.","text":"Say buy then say dont buy, so write something to tell you that not i say buy but also not i say dont buy when it moon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316312973385944","repostId":"2443561786","repostType":2,"repost":{"id":"2443561786","kind":"highlight","pubTimestamp":1718247600,"share":"https://ttm.financial/m/news/2443561786?lang=en_US&edition=fundamental","pubTime":"2024-06-13 11:00","market":"us","language":"en","title":"Is Nvidia Stock a Buy After the 10-for-1 Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2443561786","media":"Motley Fool","summary":"Shares in this artificial intelligence titan have become significantly cheaper, but its massive market cap remains the same.","content":"<div>\n<p>Stock splits can help make a company's shares more liquid and available for small investors.While Nvidia remains an excellent company, new investors should be careful about a possible slowdown in chip...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Stock a Buy After the 10-for-1 Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Stock a Buy After the 10-for-1 Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock splits can help make a company's shares more liquid and available for small investors.While Nvidia remains an excellent company, new investors should be careful about a possible slowdown in chip...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4141":"半导体产品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4551":"寇图资本持仓","BK4543":"AI","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4550":"红杉资本持仓","LU0079474960.USD":"联博美国增长基金A","BK4549":"软银资本持仓","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4581":"高盛持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","NVDA":"英伟达","BK4579":"人工智能","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4587":"ChatGPT概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"source_url":"https://www.fool.com/investing/2024/06/12/is-nvidia-stock-a-buy-after-10-for-1-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443561786","content_text":"Stock splits can help make a company's shares more liquid and available for small investors.While Nvidia remains an excellent company, new investors should be careful about a possible slowdown in chip demand.With shares up by an eyewatering 25,000% over the last 10 years, it's no surprise that Nvidia relies on stock splits to keep its equity price manageable for smaller investors who may not have access to fractional shares. The most recent of these went into effect on June 7 and gave investors 10 shares of Nvidia for each one they previously owned -- bringing its stock price to around $125 at the time of writing.The stock split did nothing to change Nvidia's $3 trillion market cap, which represents the value of all its shares combined. However, some market participants are hopeful that the lower share price could make Nvidia's equity more liquid and help it maintain its explosive bull run. Let's dig deeper to decide if this technology giant is still a buy.What is Nvidia's bull thesis?If the generative artificial intelligence (AI) industry can be likened to the California gold rush, Nvidia would be selling the picks and shovels every miner needs to dig for gold. The company's industry-leading graphics processing units (GPUs) are crucial for running and training complex AI algorithms. And this has led to explosive growth and margins.Nvidia's first-quarter revenue increased 262% year over year to $26 billion, driven by sales of data center chips, such as the H100. And net income jumped 628% to $14.88 billion.Considering this elevated growth rate, Nvidia's stock is still reasonably valued at a forward price-to-earnings (P/E) ratio of around 47. For comparison, rival chipmaker Advanced Micro Devices has the same forward P/E despite only growing sales by 2% in its first quarter. That said, Nvidia's stock might not be as cheap as it looks on the surface.Nvidia is not as cheap as it looksOver the next few years, Nvidia will face incredibly challenging comps. After enjoying booming sales over the previous 12 months, it will be difficult for the company to continue growing its revenue relative to extremely high prior-year numbers. And this might be a big reason why the stock's forward valuation is so low relative to growth.Demand could become another problem. While Nvidia's picks-and-shovels take on the AI industry protects it from competition on the consumer side of the industry, it wouldn't be shielded from an industrywide slowdown, which could occur if its clients aren't able to generate enough cash flow to justify their spending on Nvidia chips.Image source: Getty Images.The long-term prospects of AI look undeniably bright. But there could be many ups and downs before it reaches its full potential -- just like other major technologies like the internet, electric vehicles, or even blockchain.Buy with cautionFor many retail investors, Nvidia's stock split will be a powerful psychological encouragement to buy the stock. At just $120 per share, the mammoth company now looks relatively small. And those who were previously intimidated by its four-digit stock price may now be encouraged to finally pull the trigger and hit the buy button.But while Nvidia certainly has a bright future as the AI industry develops, investors who buy the stock now are late to the party. And this brings the risk of being left holding the bag if things go wrong.Over the next few years, Nvidia will face more difficult comps, which could cause top- and bottom-line growth to slow down, even if the AI industry remains strong. While shares still look capable of outperforming over the long term, investors should remain aware of the significant risks they are taking by buying a company that has already risen so far so fast.Historically, no stock has grown exponentially forever. And Nvidia will likely face a correction at some point. Be careful out there.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315352250642696,"gmtCreate":1718021758059,"gmtModify":1718022764618,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Reuters love to repeats others' reports","listText":"Reuters love to repeats others' reports","text":"Reuters love to repeats others' reports","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315352250642696","repostId":"2442450845","repostType":2,"repost":{"id":"2442450845","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1718021371,"share":"https://ttm.financial/m/news/2442450845?lang=en_US&edition=fundamental","pubTime":"2024-06-10 20:09","market":"us","language":"en","title":"Nvidia Sparks Chatter over Possible Dow Inclusion After Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2442450845","media":"Reuters","summary":"Nvidia's 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether's inclusion in the blue-chip Dow index.The ","content":"<html><head></head><body><p>Nvidia&#39;s 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether&#39;s inclusion in the blue-chip Dow index.</p><p>The split, aimed at lowering per-share value to make it more affordable for employees and investors, increases the company&#39;s outstanding shares without changing the stock&#39;s valuation.</p><p>&#34;A side-effect of Nvidia&#39;s stock split will be to put it in the running to follow Amazon and Apple into the Dow, potentially pushing out fellow chip stock Intel that currently has the lowest weighting,&#34; said Ben Laidler, global markets strategist at digital brokerage eToro.</p><p>The stock dipped 0.5% in premarket trading on Monday, after climbing nearly 27% since the company announced the share split and a strong forecast last month. The dominant AI chip maker had also clinched $3 trillion in market value and surpassed Apple</p><p>to become the second-most valuable firm in the world, trailing only Microsoft .</p><p>Market analysts said stock splits tend to attract individual investors that trade in smaller lots and have lesser capital to deploy than institutional investors.</p><p>However, Goldman Sachs strategists led by David Kostin said in a note most recent stock splits have not generated a significant increase in retail trading activity, but there have been some notable exceptions such as Amazon&#39;s split in 2022 and Nvidia&#39;s 2021 split.</p><p>Moreover, &#34;investors typically assign higher valuations to liquid stocks because of their low trading costs and flexibility in a variety of market environments&#34;, the strategists said.</p><p>Over the last several years, trading volumes have briefly increased following stock split announcements but evidenced little change during and after the splits took effect, according to Goldman&#39;s analysis of 45 Russell 1000 stock splits since 2019.</p><p>Nvidia&#39;s stock was last trading at $120 per share post split, compared with $1,200 on Friday, making it a potential contender for the 30-member price-weighted Dow index .</p><p>An S&amp;P Dow Jones Indices spokeswoman late in May said it does not comment or speculate on index additions or deletions.</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>Nvidia Sparks Chatter over Possible Dow Inclusion After Stock Split</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\">\nNvidia Sparks Chatter over Possible Dow Inclusion After Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-10 20:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia&#39;s 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether&#39;s inclusion in the blue-chip Dow index.</p><p>The split, aimed at lowering per-share value to make it more affordable for employees and investors, increases the company&#39;s outstanding shares without changing the stock&#39;s valuation.</p><p>&#34;A side-effect of Nvidia&#39;s stock split will be to put it in the running to follow Amazon and Apple into the Dow, potentially pushing out fellow chip stock Intel that currently has the lowest weighting,&#34; said Ben Laidler, global markets strategist at digital brokerage eToro.</p><p>The stock dipped 0.5% in premarket trading on Monday, after climbing nearly 27% since the company announced the share split and a strong forecast last month. The dominant AI chip maker had also clinched $3 trillion in market value and surpassed Apple</p><p>to become the second-most valuable firm in the world, trailing only Microsoft .</p><p>Market analysts said stock splits tend to attract individual investors that trade in smaller lots and have lesser capital to deploy than institutional investors.</p><p>However, Goldman Sachs strategists led by David Kostin said in a note most recent stock splits have not generated a significant increase in retail trading activity, but there have been some notable exceptions such as Amazon&#39;s split in 2022 and Nvidia&#39;s 2021 split.</p><p>Moreover, &#34;investors typically assign higher valuations to liquid stocks because of their low trading costs and flexibility in a variety of market environments&#34;, the strategists said.</p><p>Over the last several years, trading volumes have briefly increased following stock split announcements but evidenced little change during and after the splits took effect, according to Goldman&#39;s analysis of 45 Russell 1000 stock splits since 2019.</p><p>Nvidia&#39;s stock was last trading at $120 per share post split, compared with $1,200 on Friday, making it a potential contender for the 30-member price-weighted Dow index .</p><p>An S&amp;P Dow Jones Indices spokeswoman late in May said it does not comment or speculate on index additions or deletions.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4543":"AI","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4127":"投资银行业与经纪业","BK4503":"景林资产持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4529":"IDC概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4592":"伊斯兰概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4504":"桥水持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4549":"软银资本持仓","BK4579":"人工智能","BK4588":"碎股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442450845","content_text":"Nvidia's 10-for-1 stock split aimed at luring retail investors has taken effect, sparking speculation over chances of the artificial intelligence bellwether's inclusion in the blue-chip Dow index.The split, aimed at lowering per-share value to make it more affordable for employees and investors, increases the company's outstanding shares without changing the stock's valuation.\"A side-effect of Nvidia's stock split will be to put it in the running to follow Amazon and Apple into the Dow, potentially pushing out fellow chip stock Intel that currently has the lowest weighting,\" said Ben Laidler, global markets strategist at digital brokerage eToro.The stock dipped 0.5% in premarket trading on Monday, after climbing nearly 27% since the company announced the share split and a strong forecast last month. The dominant AI chip maker had also clinched $3 trillion in market value and surpassed Appleto become the second-most valuable firm in the world, trailing only Microsoft .Market analysts said stock splits tend to attract individual investors that trade in smaller lots and have lesser capital to deploy than institutional investors.However, Goldman Sachs strategists led by David Kostin said in a note most recent stock splits have not generated a significant increase in retail trading activity, but there have been some notable exceptions such as Amazon's split in 2022 and Nvidia's 2021 split.Moreover, \"investors typically assign higher valuations to liquid stocks because of their low trading costs and flexibility in a variety of market environments\", the strategists said.Over the last several years, trading volumes have briefly increased following stock split announcements but evidenced little change during and after the splits took effect, according to Goldman's analysis of 45 Russell 1000 stock splits since 2019.Nvidia's stock was last trading at $120 per share post split, compared with $1,200 on Friday, making it a potential contender for the 30-member price-weighted Dow index .An S&P Dow Jones Indices spokeswoman late in May said it does not comment or speculate on index additions or deletions.","news_type":1,"symbols_score_info":{"NVDA":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310403892015136,"gmtCreate":1716780737200,"gmtModify":1716781493929,"author":{"id":"4164272763224692","authorId":"4164272763224692","name":"OngJH","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4164272763224692","idStr":"4164272763224692"},"themes":[],"htmlText":"Repeating paragraph, sound like in school making the word count.","listText":"Repeating paragraph, sound like in school making the word count.","text":"Repeating paragraph, sound like in school making the word count.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310403892015136","repostId":"1183549079","repostType":2,"repost":{"id":"1183549079","kind":"news","pubTimestamp":1716780404,"share":"https://ttm.financial/m/news/1183549079?lang=en_US&edition=fundamental","pubTime":"2024-05-27 11:26","market":"sg","language":"en","title":"Singapore Insurer’s Holders Seeking Better Offer From OCBC","url":"https://stock-news.laohu8.com/highlight/detail?id=1183549079","media":"Bloomberg","summary":"The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value","content":"<div>\n<p>The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp\">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>Singapore Insurer’s Holders Seeking Better Offer From OCBC</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\">\nSingapore Insurer’s Holders Seeking Better Offer From OCBC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-27 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-26/singapore-insurer-s-holders-seeking-better-offer-from-ocbc?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183549079","content_text":"The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value insurance firms elsewhere. By that measure, it is half the valuation the bank used in its last attempt to take full ownership of the company. Oversea-Chinese Banking Corp., opening a new front in a longstanding fight between shareholder activists and Singapore’s second-largest lender.The price of S$25.60 per share is well above the price before the announcement, but some shareholders point to a 30% discount against Great Eastern’s embedded value, a metric that’s been used to value insurance firms elsewhere. By that measure, it is half the valuation the bank used in its last attempt to take full ownership of the company.OCBC, which holds more than 88% of Great Eastern, said earlier this month it is seeking to delist the stock.“We are now caught between a rock and a hard place,” said Ong Chin Woo, who owns shares of Great Eastern and OCBC. Since 2021, he’s been a vocal spokesman for a group which now comprises more than 100 minority shareholders. “If OCBC has no other choices, at least give us a fair exit offer.”An OCBC spokesperson defended the number, saying it reflects a roughly 40% premium over the price in both the month and the year before the announcement, as well as in multiples of the insurer’s book value and other financial metrics.Morgan Stanley banking analysts led by Nick Lord said the offer is “high” and will contribute positively to earnings at OCBC, as well as make management of the combined entity easier.The bank has steadily built its 88.44% stake in the 116-year-old insurer, which operates in Singapore, Malaysia and Indonesia. Over the past ten years, it’s contributed an average of about S$700 million a year in net income to OCBC, equivalent to about 15% of OCBC’s annual profit, according to the bank.Over the past decade through end of 2023, OCBC’s shares have risen more than 30%, while Great Eastern dropped 1%. The insurer’s minority shareholders have been lobbying for years for higher dividends and better liquidity.They’ve also objected to using OCBC stock to reward Great Eastern executives like Chief Executive Khor Hock Seng, whose long-term incentives have been paid in OCBC shares.Great Eastern told investors in April that it has taken steps to strengthen capital management and improve dividend payouts but that many of the factors that affect share prices are beyond its control. As for the executive compensation, the insurer said the structure helps to foster “One OCBC Group” spirit with its holding company, and using GE shares would impact the stock’s liquidity.OCBC’s current offer ascribes zero value to Great Eastern’s future underwriting and to its agency network, said Thilan Wickramasinghe, an analyst at Maybank Securities Pte. “There are risks that OCBC might have to make a higher offer in order to narrow that discount gap,” he said.Some members of Singapore’s oldest business clans are invested in the outcome. Companies linked to Lee Thor Seng, part of the clan that co-founded OCBC, have a stake. Wong Hong Sun, whose grandfather was chairman of Great Eastern for close to twenty years, holds more than 3 million shares. “Even if I am not sentimental, I won’t sell,” he said. “Half price is no way.”Great Eastern appointed EY as an independent financial adviser to assess the merit of OCBC’s offer and make a recommendation to shareholders. OCBC will dispatch the offer document to Great Eastern shareholders no later than the end of May, and the offer opens for at least 28 days, according to the current timeline.“Normally you’d pay a substantial premium to take a majority stake of a company,” Bloomberg Intelligence analyst Steven Lam said. But listed insurance firms are rare in Southeast Asia, making it difficult to find a comparable benchmark. And, he added, “this time we are dealing with a minority stake of 11.56%.”","news_type":1,"symbols_score_info":{"O39.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}