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2025-10-28

$Beyond Meat, Inc.(BYND)$ This gonna reach 8$ on results day

2025-10-28

$EPWK Holdings Ltd.(EPWK)$ this share is going to reach soon all time high as Trump looking in to Chinese sectors

2025-10-28

Its got funding injection of $255 m

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2025-10-28

What about PPTA

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2025-06-08

Great article, would you like to share it?

Buy/Sell: Wall Street's Top 10 Stock Calls This Week

2025-06-08

How to get weekly buy calls

Buy/Sell: Wall Street's Top 10 Stock Calls This Week

2025-10-28

$Rigetti Computing(RGTI)$ today taget 45.6

2025-10-28

$Perpetua Resources Corp.(PPTA)$ gonna hit 52 week high 32 usd in next 2 days

2025-09-29

DVLT

2025-08-28

Could be time for stock split

Nvidia Q3 Revenue Forecasts Suggest AI Trade Has More to Run

Go to Tiger App to see more news

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will hit 5 USD again","listText":"This will hit 5 USD again","text":"This will hit 5 USD again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494485509874336","repostId":"2579922464","repostType":2,"repost":{"id":"2579922464","kind":"highlight","pubTimestamp":1761727129,"share":"https://ttm.financial/m/news/2579922464?lang=en_US&edition=fundamental","pubTime":"2025-10-29 16:38","market":"fut","language":"en","title":"Meme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2579922464","media":"TIPRANKS","summary":"Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. The jump came as active traders rushed in and...","content":"<div>\n<p>Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. The jump came as active traders rushed in and...</p>\n\n<a href=\"https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme Stock Beyond Meat (BYND) Pops 9% as Bulls Take Over Options Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-29 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. The jump came as active traders rushed in and...</p>\n\n<a href=\"https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc.","BK4548":"巴美列捷福持仓","BK4212":"包装食品与肉类"},"source_url":"https://www.tipranks.com/news/meme-stock-beyond-meat-bynd-pops-9-as-bulls-take-over-options-market?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579922464","content_text":"Beyond Meat’s ($BYND) stock surged 9.12% on Tuesday as retail traders ramped up bullish options bets. The jump came as active traders rushed in and...","news_type":1,"symbols_score_info":{"BYND":1.5}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494073504412248,"gmtCreate":1761649480531,"gmtModify":1761649483558,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> today taget 45.6","listText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> today taget 45.6","text":"$Rigetti Computing(RGTI)$ today taget 45.6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494073504412248","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494072386384136,"gmtCreate":1761649313417,"gmtModify":1761649316807,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PPTA\">$Perpetua Resources Corp.(PPTA)$ </a> gonna hit 52 week high 32 usd in next 2 days","listText":"<a href=\"https://ttm.financial/S/PPTA\">$Perpetua Resources Corp.(PPTA)$ </a> gonna hit 52 week high 32 usd in next 2 days","text":"$Perpetua Resources Corp.(PPTA)$ gonna hit 52 week high 32 usd in next 2 days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494072386384136","isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494072169296096,"gmtCreate":1761649265758,"gmtModify":1761649268841,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> This gonna reach 8$ on results day","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> This gonna reach 8$ on results day","text":"$Beyond Meat, Inc.(BYND)$ This gonna reach 8$ on results day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":21,"link":"https://ttm.financial/post/494072169296096","isVote":1,"tweetType":1,"viewCount":4248,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199521621873632","authorId":"4199521621873632","name":"Sheen5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4199521621873632","idStr":"4199521621873632"},"content":"Going to the moon","text":"Going to the moon","html":"Going to the moon"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494072182481664,"gmtCreate":1761649159226,"gmtModify":1761657331881,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/EPWK\">$EPWK Holdings Ltd.(EPWK)$ </a> this share is going to reach soon all time high as Trump looking in to Chinese sectors","listText":"<a href=\"https://ttm.financial/S/EPWK\">$EPWK Holdings Ltd.(EPWK)$ </a> this share is going to reach soon all time high as Trump looking in to Chinese sectors","text":"$EPWK Holdings Ltd.(EPWK)$ this share is going to reach soon all time high as Trump looking in to Chinese sectors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/494072182481664","isVote":1,"tweetType":1,"viewCount":2750,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179211271681892","authorId":"4179211271681892","name":"Alley Cat","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4179211271681892","idStr":"4179211271681892"},"content":"He can influence the market and Chinese sector based on what he says after meeting.","text":"He can influence the market and Chinese sector based on what he says after meeting.","html":"He can influence the market and Chinese sector based on what he says after meeting."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494069064319904,"gmtCreate":1761648503139,"gmtModify":1761648506688,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"Its got funding injection of $255 m","listText":"Its got funding injection of $255 m","text":"Its got funding injection of $255 m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494069064319904","repostId":"2578931676","repostType":2,"repost":{"id":"2578931676","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":1761647561,"share":"https://ttm.financial/m/news/2578931676?lang=en_US&edition=fundamental","pubTime":"2025-10-28 18:32","market":"sh","language":"en","title":"U.S. Stocks to Watch: UnitedHealth, PayPal, UPS, Newmont, Qorvo and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2578931676","media":"Dow Jones","summary":"Stock futures traded mostly lower Tuesday as investors took a breather following a record-breaking rally.Newmont stock dropped 3.8%. The gold miner has closed lower for two straight sessions due to a sharp decline in the price of gold, putting an end to the fantastic run the precious metal has had in 2025.Qorvo shares jumped 9.7% after the Information reported that Apple supplier Skyworks Solutions had held talks to buy the rival smartphone chip maker. Skyworks stock was 2.3% lower ahead of the U.S. open.UnitedHealth was 0.2% higher in premarket trading ahead of third-quarter earnings from the largest U.S. health insurer. Wall Street expects UnitedHealth to report earnings of $2.80 a share on revenue of $113 billion. Analysts expect a medical loss ratio, which measures the proportion of premiums paid out to cover medical expenses, of 90.7%. Coming into the report, the stock has declined 28% this year.Earnings reports are also expected Tuesday from Visa, United Parcel Service, PayPal, N","content":"<html><head></head><body><p>Stock futures traded mostly lower Tuesday as investors took a breather following a record-breaking rally.</p><p>These stocks were poised to move Tuesday:</p><p><a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> on Tuesday raised its annual profit forecast after reporting better-than-expected quarterly earnings as the U.S. health insurer kept medical costs in check. UnitedHealth shares gained 4% in premarket.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> has signed a deal with OpenAI to have its digital wallet embedded into ChatGPT so users can pay for items found through the leading consumer AI tool, CNBC reported. PayPal shares jumped 12% in premarket trading.</p><p><a href=\"https://laohu8.com/S/UPS\">UPS</a> forecast fourth-quarter revenue above Wall Street&#39;s estimates on Tuesday, banking on price increases to offset soft business-to-business demand in the U.S. The company projected revenue to be about $24 billion. Analysts&#39; on average were expecting quarterly revenue of $23.8 billion, according to data compiled by LSEG. Shares of the company were up 20.7% in premarket trading.</p><p><a href=\"https://laohu8.com/S/NEM\">Newmont Mining</a> stock dropped 3.8%. The gold miner has closed lower for two straight sessions due to a sharp decline in the price of gold, putting an end to the fantastic run the precious metal has had in 2025.</p><p><a href=\"https://laohu8.com/S/QRVO\">Qorvo</a> shares jumped 9.7% after the <a href=\"https://laohu8.com/S/III\">Information</a> reported that <a href=\"https://laohu8.com/S/AAPL\">Apple</a> supplier <a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a> had held talks to buy the rival smartphone chip maker. Skyworks stock was 2.3% lower ahead of the U.S. open.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> climbed 0.2% in premarket trading after shares of the chip maker finished the previous session up 11% at $187.68, the stock&#39;s highest close since late July 2024, according to Dow Jones Market Data. Shares were lifted by Qualcomm&#39;s announcement that it would be supplying its new artificial-intelligence accelerator chips to Saudi Arabia&#39;s Humain venture, which is building a large AI network. Qualcomm plans to deploy 200 megawatts worth of Qualcomm AI AI200 and AI250 rack solutions in Saudi Arabia and around the world beginning next year.</p><p>Qualcomm&#39;s new AI accelerators compete with systems from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. Both stocks were unmoved by Qualcomm&#39;s announcement, with each closing up nearly 3% on the day.</p><p>U.S.-listed shares of <a href=\"https://laohu8.com/S/NVS\">Novartis AG</a> declined 2.8% after third-quarter earnings from the Swiss drugmaker disappointed.</p><p><a href=\"https://laohu8.com/S/CDNS\">Cadence Design</a> Systems reported third-quarter adjusted earnings that beat analysts&#39; estimates as revenue rose 10% from a year earlier to $1.34 billion and topped forecasts of $1.32 billion. The company&#39;s adjusted operating margin was 47.6% for the third quarter, better than estimates and up 44.8% from a year earlier. Cadence Design also raised fiscal-year guidance, but the stock fell 1.7% in the premarket session.</p><p><a href=\"https://laohu8.com/S/NXPI\">NXP Semiconductors NV</a> climbed 1.4%. The company&#39;s third-quarter earnings missed Wall Street forecasts but revenue of $3.17 billion beat estimates of $3.16 billion. NXP said it expects fourth-quarter earnings of $3.07 to $3.49 a share versus consensus of $3.28.</p><p><a href=\"https://laohu8.com/S/NEE\">NextEra</a> Energy stock climbed 2.5% after <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>&#39;s Google agreed to buy power from a shuttered nuclear reactor that is majority-owned by the company.</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>U.S. Stocks to Watch: UnitedHealth, PayPal, UPS, Newmont, Qorvo and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks to Watch: UnitedHealth, PayPal, UPS, Newmont, Qorvo and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-28 18:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures traded mostly lower Tuesday as investors took a breather following a record-breaking rally.</p><p>These stocks were poised to move Tuesday:</p><p><a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> on Tuesday raised its annual profit forecast after reporting better-than-expected quarterly earnings as the U.S. health insurer kept medical costs in check. UnitedHealth shares gained 4% in premarket.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> has signed a deal with OpenAI to have its digital wallet embedded into ChatGPT so users can pay for items found through the leading consumer AI tool, CNBC reported. PayPal shares jumped 12% in premarket trading.</p><p><a href=\"https://laohu8.com/S/UPS\">UPS</a> forecast fourth-quarter revenue above Wall Street&#39;s estimates on Tuesday, banking on price increases to offset soft business-to-business demand in the U.S. The company projected revenue to be about $24 billion. Analysts&#39; on average were expecting quarterly revenue of $23.8 billion, according to data compiled by LSEG. Shares of the company were up 20.7% in premarket trading.</p><p><a href=\"https://laohu8.com/S/NEM\">Newmont Mining</a> stock dropped 3.8%. The gold miner has closed lower for two straight sessions due to a sharp decline in the price of gold, putting an end to the fantastic run the precious metal has had in 2025.</p><p><a href=\"https://laohu8.com/S/QRVO\">Qorvo</a> shares jumped 9.7% after the <a href=\"https://laohu8.com/S/III\">Information</a> reported that <a href=\"https://laohu8.com/S/AAPL\">Apple</a> supplier <a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a> had held talks to buy the rival smartphone chip maker. Skyworks stock was 2.3% lower ahead of the U.S. open.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> climbed 0.2% in premarket trading after shares of the chip maker finished the previous session up 11% at $187.68, the stock&#39;s highest close since late July 2024, according to Dow Jones Market Data. Shares were lifted by Qualcomm&#39;s announcement that it would be supplying its new artificial-intelligence accelerator chips to Saudi Arabia&#39;s Humain venture, which is building a large AI network. Qualcomm plans to deploy 200 megawatts worth of Qualcomm AI AI200 and AI250 rack solutions in Saudi Arabia and around the world beginning next year.</p><p>Qualcomm&#39;s new AI accelerators compete with systems from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. Both stocks were unmoved by Qualcomm&#39;s announcement, with each closing up nearly 3% on the day.</p><p>U.S.-listed shares of <a href=\"https://laohu8.com/S/NVS\">Novartis AG</a> declined 2.8% after third-quarter earnings from the Swiss drugmaker disappointed.</p><p><a href=\"https://laohu8.com/S/CDNS\">Cadence Design</a> Systems reported third-quarter adjusted earnings that beat analysts&#39; estimates as revenue rose 10% from a year earlier to $1.34 billion and topped forecasts of $1.32 billion. The company&#39;s adjusted operating margin was 47.6% for the third quarter, better than estimates and up 44.8% from a year earlier. Cadence Design also raised fiscal-year guidance, but the stock fell 1.7% in the premarket session.</p><p><a href=\"https://laohu8.com/S/NXPI\">NXP Semiconductors NV</a> climbed 1.4%. The company&#39;s third-quarter earnings missed Wall Street forecasts but revenue of $3.17 billion beat estimates of $3.16 billion. NXP said it expects fourth-quarter earnings of $3.07 to $3.49 a share versus consensus of $3.28.</p><p><a href=\"https://laohu8.com/S/NEE\">NextEra</a> Energy stock climbed 2.5% after <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>&#39;s Google agreed to buy power from a shuttered nuclear reactor that is majority-owned by the company.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4017":"黄金","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2506952410.USD":"BNP PARIBAS CLIMATE IMPACT \"CRH\" (USDHDG) ACC A","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4512":"苹果概念","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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UnitedHealth shares gained 4% in premarket.PayPal has signed a deal with OpenAI to have its digital wallet embedded into ChatGPT so users can pay for items found through the leading consumer AI tool, CNBC reported. PayPal shares jumped 12% in premarket trading.UPS forecast fourth-quarter revenue above Wall Street's estimates on Tuesday, banking on price increases to offset soft business-to-business demand in the U.S. The company projected revenue to be about $24 billion. Analysts' on average were expecting quarterly revenue of $23.8 billion, according to data compiled by LSEG. Shares of the company were up 20.7% in premarket trading.Newmont Mining stock dropped 3.8%. The gold miner has closed lower for two straight sessions due to a sharp decline in the price of gold, putting an end to the fantastic run the precious metal has had in 2025.Qorvo shares jumped 9.7% after the Information reported that Apple supplier Skyworks Solutions had held talks to buy the rival smartphone chip maker. Skyworks stock was 2.3% lower ahead of the U.S. open.Qualcomm climbed 0.2% in premarket trading after shares of the chip maker finished the previous session up 11% at $187.68, the stock's highest close since late July 2024, according to Dow Jones Market Data. Shares were lifted by Qualcomm's announcement that it would be supplying its new artificial-intelligence accelerator chips to Saudi Arabia's Humain venture, which is building a large AI network. Qualcomm plans to deploy 200 megawatts worth of Qualcomm AI AI200 and AI250 rack solutions in Saudi Arabia and around the world beginning next year.Qualcomm's new AI accelerators compete with systems from Nvidia and Advanced Micro Devices. Both stocks were unmoved by Qualcomm's announcement, with each closing up nearly 3% on the day.U.S.-listed shares of Novartis AG declined 2.8% after third-quarter earnings from the Swiss drugmaker disappointed.Cadence Design Systems reported third-quarter adjusted earnings that beat analysts' estimates as revenue rose 10% from a year earlier to $1.34 billion and topped forecasts of $1.32 billion. The company's adjusted operating margin was 47.6% for the third quarter, better than estimates and up 44.8% from a year earlier. Cadence Design also raised fiscal-year guidance, but the stock fell 1.7% in the premarket session.NXP Semiconductors NV climbed 1.4%. The company's third-quarter earnings missed Wall Street forecasts but revenue of $3.17 billion beat estimates of $3.16 billion. NXP said it expects fourth-quarter earnings of $3.07 to $3.49 a share versus consensus of $3.28.NextEra Energy stock climbed 2.5% after Alphabet's Google agreed to buy power from a shuttered nuclear reactor that is majority-owned by the company.","news_type":1,"symbols_score_info":{"NVDY":0.6,"GLW":1,"NVDL":0.6,"REGN":1,"QCOM":1.5,"NVDD":0.6,"AMD.AU":1,"DHI":1,"III":1,"USJW.SI":0.6,"3NVD.UK":0.6,"SWKS":1,"NVD3.UK":0.6,"RGLD":1,"AI":0.33,"AMD":1,"NEE":1.5,"UPS":1,"BKNG":1,"NVD":0.6,"MACW.SI":0.6,"NVDU":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"SCI":1,"UNH":1.5,"GOOG":1,"NVDS.UK":0.6,"2NVD.UK":0.6,"NEM":0.9,"V":1,"BLZ.SI":0.33,"NVDA":1,"CDNS":1,"SHW":1,"NVD2.UK":0.6,"NVDS":0.6,"GOOGL":0.73,"SCI.AU":1,"AAPL":1,"EA":1,"PYPL":1,"NVDX":0.6,"QRVO":1.5}},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494069389197768,"gmtCreate":1761648474865,"gmtModify":1761648478378,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"What about&nbsp; PPTA","listText":"What about&nbsp; PPTA","text":"What about PPTA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494069389197768","repostId":"2578931676","repostType":2,"isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483766634762704,"gmtCreate":1759137407842,"gmtModify":1759137411123,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"DVLT","listText":"DVLT","text":"DVLT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483766634762704","isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472280708383432,"gmtCreate":1756338716830,"gmtModify":1756338720931,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"Could be time for stock split&nbsp;","listText":"Could be time for stock split&nbsp;","text":"Could be time for stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472280708383432","repostId":"2562773264","repostType":2,"repost":{"id":"2562773264","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1756337390,"share":"https://ttm.financial/m/news/2562773264?lang=en_US&edition=fundamental","pubTime":"2025-08-28 07:29","market":"us","language":"en","title":"Nvidia Q3 Revenue Forecasts Suggest AI Trade Has More to Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2562773264","media":"Reuters","summary":"AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.","content":"<html><head></head><body><p>Aug 27 (Reuters) - AI chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.</p><p>Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts&#39; average estimate of $53.14 billion, according to data compiled by LSEG.</p><p>Shares of the world&#39;s most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&amp;P 500 Index&#39;s year-to-date rise of nearly 10%.</p><p>COMMENTS:</p><h2 id=\"id_42253054\" style=\"text-align: start;\">TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY</h2><p>&#34;The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.&#34;</p><p>“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&amp;P rally look overvalued.”</p><p>“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”</p><p>THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA</p><p>&#34;The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.&#34;</p><p>&#34;There&#39;s nothing really to suggest that the AI trade is over. When you have something that is new, and it&#39;s growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it&#39;s evidence that we&#39;re in the early stages. there&#39;s no reason that I can see that you want to sell this off to any great degree.&#34;</p><h2 id=\"id_612736128\" style=\"text-align: start;\">WILL RHIND, FOUNDER AND CEO, GRANITESHARES</h2><p>&#34;The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.&#34;</p><h2 id=\"id_498406201\" style=\"text-align: start;\">BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT</h2><p>&#34;It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.</p><p>&#34;We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.</p><p>&#34;Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.&#34;</p><h2 id=\"id_4282680203\" style=\"text-align: start;\">DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS</h2><p>&#34;The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that&#39;s remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.&#34;</p><h2 id=\"id_1578535289\" style=\"text-align: start;\">NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK</h2><p>“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.</p><p>&#34;We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”</p><h2 id=\"id_2967754452\">MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA</h2><p>&#34;I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there&#39;s still a tremendous amount of growth that&#39;s happening.&#34;</p><p>&#34;For Nvidia, it&#39;s more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.&#34;</p><p>&#34;The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there&#39;s a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you&#39;re not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.&#34;</p><p>&#34;The results from Nvidia will just reaffirm the fact that we&#39;re not in an AI bubble.&#34;</p><h2 id=\"id_1923441063\" style=\"text-align: start;\">DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA</h2><p>&#34;Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.</p><p>&#34;As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.</p><p>&#34;PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.&#34;</p><h2 id=\"id_2811946773\" style=\"text-align: start;\">LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT</h2><p>&#34;In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.</p><p>&#34;The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.</p><p>&#34;CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.&#34;</p><h2 id=\"id_1655772014\" style=\"text-align: start;\">CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANA</h2><p>The results &#34;were okay. They weren&#39;t blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.&#34;</p><p>&#34;I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.&#34;</p><p>&#34;I&#39;m not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.&#34;</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 Q3 Revenue Forecasts Suggest AI Trade Has More to Run</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 Q3 Revenue Forecasts Suggest AI Trade Has More to Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-28 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 27 (Reuters) - AI chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.</p><p>Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts&#39; average estimate of $53.14 billion, according to data compiled by LSEG.</p><p>Shares of the world&#39;s most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&amp;P 500 Index&#39;s year-to-date rise of nearly 10%.</p><p>COMMENTS:</p><h2 id=\"id_42253054\" style=\"text-align: start;\">TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY</h2><p>&#34;The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.&#34;</p><p>“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&amp;P rally look overvalued.”</p><p>“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”</p><p>THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA</p><p>&#34;The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.&#34;</p><p>&#34;There&#39;s nothing really to suggest that the AI trade is over. When you have something that is new, and it&#39;s growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it&#39;s evidence that we&#39;re in the early stages. there&#39;s no reason that I can see that you want to sell this off to any great degree.&#34;</p><h2 id=\"id_612736128\" style=\"text-align: start;\">WILL RHIND, FOUNDER AND CEO, GRANITESHARES</h2><p>&#34;The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.&#34;</p><h2 id=\"id_498406201\" style=\"text-align: start;\">BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT</h2><p>&#34;It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.</p><p>&#34;We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.</p><p>&#34;Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.&#34;</p><h2 id=\"id_4282680203\" style=\"text-align: start;\">DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS</h2><p>&#34;The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that&#39;s remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.&#34;</p><h2 id=\"id_1578535289\" style=\"text-align: start;\">NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK</h2><p>“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.</p><p>&#34;We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”</p><h2 id=\"id_2967754452\">MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA</h2><p>&#34;I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there&#39;s still a tremendous amount of growth that&#39;s happening.&#34;</p><p>&#34;For Nvidia, it&#39;s more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.&#34;</p><p>&#34;The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there&#39;s a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you&#39;re not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.&#34;</p><p>&#34;The results from Nvidia will just reaffirm the fact that we&#39;re not in an AI bubble.&#34;</p><h2 id=\"id_1923441063\" style=\"text-align: start;\">DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA</h2><p>&#34;Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.</p><p>&#34;As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.</p><p>&#34;PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.&#34;</p><h2 id=\"id_2811946773\" style=\"text-align: start;\">LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT</h2><p>&#34;In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.</p><p>&#34;The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.</p><p>&#34;CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.&#34;</p><h2 id=\"id_1655772014\" style=\"text-align: start;\">CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANA</h2><p>The results &#34;were okay. They weren&#39;t blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.&#34;</p><p>&#34;I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.&#34;</p><p>&#34;I&#39;m not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250827:nL1N3UJ0Y5:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562773264","content_text":"Aug 27 (Reuters) - AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts' average estimate of $53.14 billion, according to data compiled by LSEG.Shares of the world's most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&P 500 Index's year-to-date rise of nearly 10%.COMMENTS:TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY\"The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.\"“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&P rally look overvalued.”“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA\"The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.\"\"There's nothing really to suggest that the AI trade is over. When you have something that is new, and it's growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it's evidence that we're in the early stages. there's no reason that I can see that you want to sell this off to any great degree.\"WILL RHIND, FOUNDER AND CEO, GRANITESHARES\"The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.\"BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT\"It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.\"We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.\"Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.\"DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS\"The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that's remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.\"NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.\"We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA\"I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there's still a tremendous amount of growth that's happening.\"\"For Nvidia, it's more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.\"\"The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there's a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you're not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.\"\"The results from Nvidia will just reaffirm the fact that we're not in an AI bubble.\"DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA\"Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.\"As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.\"PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.\"LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT\"In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.\"The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.\"CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.\"CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANAThe results \"were okay. They weren't blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.\"\"I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.\"\"I'm not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469347254325288,"gmtCreate":1755580893193,"gmtModify":1755580897169,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"Tomorrow Bearish stock on ASX under 1$","listText":"Tomorrow Bearish stock on ASX under 1$","text":"Tomorrow Bearish stock on ASX under 1$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469347254325288","repostId":"1180136150","repostType":2,"repost":{"id":"1180136150","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1755562703,"share":"https://ttm.financial/m/news/1180136150?lang=en_US&edition=fundamental","pubTime":"2025-08-19 08:18","market":"sg","language":"en","title":"Stock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=1180136150","media":"Stock Track","summary":"A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market...","content":"<p>A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market presence. The company's shares rallied despite reporting full-year results for FY 2025 that were slightly below some analysts' expectations.</p>\n\n<p>The cornerstone of A2 Milk's strategic move is the acquisition of Yashili NZ, an integrated nutritional manufacturing facility in New Zealand, for NZ$282 million from a unit of China Mengniu Dairy. This acquisition brings with it two crucial product registrations for the China-label infant formula market, addressing what Jarden analyst Adrian Allbon describes as A2 Milk's \"historical limitation of having only one China-label product registration compared to competitors who typically maintain portfolios of 5-21 registered products.\" Additionally, the company plans to divest its interests in Mataura Valley Milk to Open Country Dairy, a move expected to eliminate operating losses.</p>\n\n<p>While Bell Potter maintained a hold rating on A2 Milk shares with a price target of A$7.85, citing full valuation at current levels, the market's positive reaction suggests investors are optimistic about the long-term benefits of the supply chain overhaul. The company's strategic moves are seen as positioning it for stronger growth in the crucial Chinese market, despite the short-term financial impact of the restructuring.</p>","source":"ai_movement_en","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>Stock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion</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\">\nStock Track | A2 Milk Soars 5.10% on Strategic Supply Chain Overhaul and China Market Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-08-19 08:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market presence. The company's shares rallied despite reporting full-year results for FY 2025 that were slightly below some analysts' expectations.</p>\n\n<p>The cornerstone of A2 Milk's strategic move is the acquisition of Yashili NZ, an integrated nutritional manufacturing facility in New Zealand, for NZ$282 million from a unit of China Mengniu Dairy. This acquisition brings with it two crucial product registrations for the China-label infant formula market, addressing what Jarden analyst Adrian Allbon describes as A2 Milk's \"historical limitation of having only one China-label product registration compared to competitors who typically maintain portfolios of 5-21 registered products.\" Additionally, the company plans to divest its interests in Mataura Valley Milk to Open Country Dairy, a move expected to eliminate operating losses.</p>\n\n<p>While Bell Potter maintained a hold rating on A2 Milk shares with a price target of A$7.85, citing full valuation at current levels, the market's positive reaction suggests investors are optimistic about the long-term benefits of the supply chain overhaul. The company's strategic moves are seen as positioning it for stronger growth in the crucial Chinese market, despite the short-term financial impact of the restructuring.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A2M.AU":"A2 MILK CO LTD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180136150","content_text":"A2 Milk Company Ltd (ASX: A2M) saw its stock soaring 5.10% in Tuesday's trading session, following the announcement of a significant supply chain transformation and expansion of its China market presence. The company's shares rallied despite reporting full-year results for FY 2025 that were slightly below some analysts' expectations.\nThe cornerstone of A2 Milk's strategic move is the acquisition of Yashili NZ, an integrated nutritional manufacturing facility in New Zealand, for NZ$282 million from a unit of China Mengniu Dairy. This acquisition brings with it two crucial product registrations for the China-label infant formula market, addressing what Jarden analyst Adrian Allbon describes as A2 Milk's \"historical limitation of having only one China-label product registration compared to competitors who typically maintain portfolios of 5-21 registered products.\" Additionally, the company plans to divest its interests in Mataura Valley Milk to Open Country Dairy, a move expected to eliminate operating losses.\nWhile Bell Potter maintained a hold rating on A2 Milk shares with a price target of A$7.85, citing full valuation at current levels, the market's positive reaction suggests investors are optimistic about the long-term benefits of the supply chain overhaul. The company's strategic moves are seen as positioning it for stronger growth in the crucial Chinese market, despite the short-term financial impact of the restructuring.","news_type":1,"symbols_score_info":{"A2M.AU":1}},"isVote":1,"tweetType":1,"viewCount":2146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465139687366896,"gmtCreate":1754567902253,"gmtModify":1754567905703,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"closing price $23","listText":"closing price $23","text":"closing price $23","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465139687366896","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464987525500992,"gmtCreate":1754547503346,"gmtModify":1754547506254,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"$22.52","listText":"$22.52","text":"$22.52","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464987525500992","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462576897164000,"gmtCreate":1753939191553,"gmtModify":1754399720125,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"31.23","listText":"31.23","text":"31.23","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462576897164000","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443832478753040,"gmtCreate":1749379914300,"gmtModify":1749384059062,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443832478753040","repostId":"1124937898","repostType":2,"repost":{"id":"1124937898","kind":"news","pubTimestamp":1749350503,"share":"https://ttm.financial/m/news/1124937898?lang=en_US&edition=fundamental","pubTime":"2025-06-08 10:41","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1124937898","media":"the fly","summary":"What has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of June 2-6. </p><p><strong><u>Top 5 Buy Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> <strong> upgraded to Buy at UBS</strong></p><p style=\"text-align: start;\">UBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is &#34;just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.&#34; This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, &#34;it&#39;s not too late to get more constructive,&#34; contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a &#34;clear uptick&#34; in spending in the company&#39;s data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong>upgraded to Outperform at Evercore ISI</strong></p><p style=\"text-align: start;\">Evercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company&#39;s Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block&#39;s growth and risk tolerance balance and made the firm &#34;materially less concerned.&#34; Further, the firm&#39;s checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/BA\">Boeing</a> <strong> upgraded to Buy at BofA as Trump makes aircraft a favored trade tool</strong></p><p style=\"text-align: start;\">BofA upgraded Boeing (BA) to Buy from Neutral with a &#34;Street high&#34; price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing&#39;s benefit. While Boeing&#39;s backlog &#34;hasn&#39;t been the lynch pin to our valuation,&#34; BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the &#34;favored trade mechanism&#34; status creating a buying opportunity, the firm tells investors.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> <strong> upgraded to Overweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company&#39;s solid execution, potential upside to estimates and &#34;lukewarm market positioning,&#34; JPMorgan views the risk/reward on shares as favorable.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/DG\">Dollar General</a> <strong> upgraded to Outperform at Oppenheimer</strong></p><p style=\"text-align: start;\">Oppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company&#39;s stronger than expected earnings report, the firm is increasingly confident in management&#39;s ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General&#39;s model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> <strong> initiated with a Sell at Truist </strong></p><p style=\"text-align: start;\">Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company&#39;s gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong> initiated with a Sell at Truist</strong></p><p style=\"text-align: start;\">Truist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a &#34;really difficult stock to own late cycle&#34; as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/ZM\">Zoom</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company&#39;s primary video conferencing business has been under threat since the peak of the pandemic as &#34;virtual happy hours&#34; faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not &#34;terribly attractive,&#34; KeyBanc added.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/AKAM\">Akamai</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a &#34;crowded field,&#34; and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> <strong> downgraded to Underweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump&#39;s &#34;Liberation Day&#34; and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble&#39;s revenue and payer declines to accelerate, regardless of the macro environment. The company&#39;s intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.</p></body></html>","source":"lsy1649979459173","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic><strong>the fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","XYZ":"Block, Inc.","DG":"美国达乐公司","PINS":"Pinterest, Inc.","BMBL":"Bumble Inc.","PYPL":"PayPal","AKAM":"阿克迈","ZM":"Zoom","SNOW":"Snowflake"},"source_url":"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124937898","content_text":"What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake  upgraded to Buy at UBSUBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is \"just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.\" This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, \"it's not too late to get more constructive,\" contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a \"clear uptick\" in spending in the company's data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.2.  Block, Inc. upgraded to Outperform at Evercore ISIEvercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company's Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block's growth and risk tolerance balance and made the firm \"materially less concerned.\" Further, the firm's checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.3.  Boeing  upgraded to Buy at BofA as Trump makes aircraft a favored trade toolBofA upgraded Boeing (BA) to Buy from Neutral with a \"Street high\" price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing's benefit. While Boeing's backlog \"hasn't been the lynch pin to our valuation,\" BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the \"favored trade mechanism\" status creating a buying opportunity, the firm tells investors.4.  Pinterest, Inc.  upgraded to Overweight at JPMorganJPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company's solid execution, potential upside to estimates and \"lukewarm market positioning,\" JPMorgan views the risk/reward on shares as favorable.5.  Dollar General  upgraded to Outperform at OppenheimerOppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company's stronger than expected earnings report, the firm is increasingly confident in management's ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General's model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.Top 5 Sell Calls:1.  PayPal  initiated with a Sell at Truist Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company's gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.2.  Block, Inc.  initiated with a Sell at TruistTruist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a \"really difficult stock to own late cycle\" as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.3.  Zoom  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company's primary video conferencing business has been under threat since the peak of the pandemic as \"virtual happy hours\" faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not \"terribly attractive,\" KeyBanc added.4.  Akamai  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a \"crowded field,\" and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.5.  Bumble Inc.  downgraded to Underweight at JPMorganJPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump's \"Liberation Day\" and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble's revenue and payer declines to accelerate, regardless of the macro environment. The company's intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.","news_type":1,"symbols_score_info":{"PINS":1.1,"BA":1.1,"AKAM":1.1,"BMBL":1.1,"SNOW":1.1,"XYZ":1.1,"DG":1.1,"ZM":1.1,"PYPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443724851044736,"gmtCreate":1749354011940,"gmtModify":1749360818550,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"How to get weekly buy calls","listText":"How to get weekly buy calls","text":"How to get weekly buy calls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443724851044736","repostId":"1124937898","repostType":2,"repost":{"id":"1124937898","kind":"news","pubTimestamp":1749350503,"share":"https://ttm.financial/m/news/1124937898?lang=en_US&edition=fundamental","pubTime":"2025-06-08 10:41","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1124937898","media":"the fly","summary":"What has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of June 2-6. </p><p><strong><u>Top 5 Buy Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> <strong> upgraded to Buy at UBS</strong></p><p style=\"text-align: start;\">UBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is &#34;just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.&#34; This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, &#34;it&#39;s not too late to get more constructive,&#34; contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a &#34;clear uptick&#34; in spending in the company&#39;s data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong>upgraded to Outperform at Evercore ISI</strong></p><p style=\"text-align: start;\">Evercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company&#39;s Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block&#39;s growth and risk tolerance balance and made the firm &#34;materially less concerned.&#34; Further, the firm&#39;s checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/BA\">Boeing</a> <strong> upgraded to Buy at BofA as Trump makes aircraft a favored trade tool</strong></p><p style=\"text-align: start;\">BofA upgraded Boeing (BA) to Buy from Neutral with a &#34;Street high&#34; price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing&#39;s benefit. While Boeing&#39;s backlog &#34;hasn&#39;t been the lynch pin to our valuation,&#34; BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the &#34;favored trade mechanism&#34; status creating a buying opportunity, the firm tells investors.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> <strong> upgraded to Overweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company&#39;s solid execution, potential upside to estimates and &#34;lukewarm market positioning,&#34; JPMorgan views the risk/reward on shares as favorable.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/DG\">Dollar General</a> <strong> upgraded to Outperform at Oppenheimer</strong></p><p style=\"text-align: start;\">Oppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company&#39;s stronger than expected earnings report, the firm is increasingly confident in management&#39;s ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General&#39;s model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> <strong> initiated with a Sell at Truist </strong></p><p style=\"text-align: start;\">Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company&#39;s gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong> initiated with a Sell at Truist</strong></p><p style=\"text-align: start;\">Truist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a &#34;really difficult stock to own late cycle&#34; as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/ZM\">Zoom</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company&#39;s primary video conferencing business has been under threat since the peak of the pandemic as &#34;virtual happy hours&#34; faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not &#34;terribly attractive,&#34; KeyBanc added.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/AKAM\">Akamai</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a &#34;crowded field,&#34; and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> <strong> downgraded to Underweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump&#39;s &#34;Liberation Day&#34; and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble&#39;s revenue and payer declines to accelerate, regardless of the macro environment. The company&#39;s intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.</p></body></html>","source":"lsy1649979459173","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic><strong>the fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","XYZ":"Block, Inc.","DG":"美国达乐公司","PINS":"Pinterest, Inc.","BMBL":"Bumble Inc.","PYPL":"PayPal","AKAM":"阿克迈","ZM":"Zoom","SNOW":"Snowflake"},"source_url":"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124937898","content_text":"What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake  upgraded to Buy at UBSUBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is \"just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.\" This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, \"it's not too late to get more constructive,\" contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a \"clear uptick\" in spending in the company's data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.2.  Block, Inc. upgraded to Outperform at Evercore ISIEvercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company's Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block's growth and risk tolerance balance and made the firm \"materially less concerned.\" Further, the firm's checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.3.  Boeing  upgraded to Buy at BofA as Trump makes aircraft a favored trade toolBofA upgraded Boeing (BA) to Buy from Neutral with a \"Street high\" price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing's benefit. While Boeing's backlog \"hasn't been the lynch pin to our valuation,\" BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the \"favored trade mechanism\" status creating a buying opportunity, the firm tells investors.4.  Pinterest, Inc.  upgraded to Overweight at JPMorganJPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company's solid execution, potential upside to estimates and \"lukewarm market positioning,\" JPMorgan views the risk/reward on shares as favorable.5.  Dollar General  upgraded to Outperform at OppenheimerOppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company's stronger than expected earnings report, the firm is increasingly confident in management's ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General's model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.Top 5 Sell Calls:1.  PayPal  initiated with a Sell at Truist Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company's gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.2.  Block, Inc.  initiated with a Sell at TruistTruist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a \"really difficult stock to own late cycle\" as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.3.  Zoom  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company's primary video conferencing business has been under threat since the peak of the pandemic as \"virtual happy hours\" faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not \"terribly attractive,\" KeyBanc added.4.  Akamai  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a \"crowded field,\" and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.5.  Bumble Inc.  downgraded to Underweight at JPMorganJPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump's \"Liberation Day\" and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble's revenue and payer declines to accelerate, regardless of the macro environment. The company's intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.","news_type":1,"symbols_score_info":{"PINS":1.1,"BA":1.1,"AKAM":1.1,"BMBL":1.1,"SNOW":1.1,"XYZ":1.1,"DG":1.1,"ZM":1.1,"PYPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":402399809139312,"gmtCreate":1739269837356,"gmtModify":1739278772123,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"How to choose correct stocks in US Market","listText":"How to choose correct stocks in US Market","text":"How to choose correct stocks in US Market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/402399809139312","isVote":1,"tweetType":1,"viewCount":1900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":494072169296096,"gmtCreate":1761649265758,"gmtModify":1761649268841,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> This gonna reach 8$ on results day","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> This gonna reach 8$ on results day","text":"$Beyond Meat, Inc.(BYND)$ This gonna reach 8$ on results day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":21,"link":"https://ttm.financial/post/494072169296096","isVote":1,"tweetType":1,"viewCount":4248,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199521621873632","authorId":"4199521621873632","name":"Sheen5","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4199521621873632","idStr":"4199521621873632"},"content":"Going to the moon","text":"Going to the moon","html":"Going to the moon"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494072182481664,"gmtCreate":1761649159226,"gmtModify":1761657331881,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/EPWK\">$EPWK Holdings Ltd.(EPWK)$ </a> this share is going to reach soon all time high as Trump looking in to Chinese sectors","listText":"<a href=\"https://ttm.financial/S/EPWK\">$EPWK Holdings Ltd.(EPWK)$ </a> this share is going to reach soon all time high as Trump looking in to Chinese sectors","text":"$EPWK Holdings Ltd.(EPWK)$ this share is going to reach soon all time high as Trump looking in to Chinese sectors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/494072182481664","isVote":1,"tweetType":1,"viewCount":2750,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179211271681892","authorId":"4179211271681892","name":"Alley Cat","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4179211271681892","idStr":"4179211271681892"},"content":"He can influence the market and Chinese sector based on what he says after meeting.","text":"He can influence the market and Chinese sector based on what he says after meeting.","html":"He can influence the market and Chinese sector based on what he says after meeting."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494069064319904,"gmtCreate":1761648503139,"gmtModify":1761648506688,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"Its got funding injection of $255 m","listText":"Its got funding injection of $255 m","text":"Its got funding injection of $255 m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494069064319904","repostId":"2578931676","repostType":2,"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494069389197768,"gmtCreate":1761648474865,"gmtModify":1761648478378,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"What about&nbsp; PPTA","listText":"What about&nbsp; PPTA","text":"What about PPTA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494069389197768","repostId":"2578931676","repostType":2,"isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443832478753040,"gmtCreate":1749379914300,"gmtModify":1749384059062,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443832478753040","repostId":"1124937898","repostType":2,"repost":{"id":"1124937898","kind":"news","pubTimestamp":1749350503,"share":"https://ttm.financial/m/news/1124937898?lang=en_US&edition=fundamental","pubTime":"2025-06-08 10:41","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1124937898","media":"the fly","summary":"What has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of June 2-6. </p><p><strong><u>Top 5 Buy Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> <strong> upgraded to Buy at UBS</strong></p><p style=\"text-align: start;\">UBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is &#34;just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.&#34; This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, &#34;it&#39;s not too late to get more constructive,&#34; contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a &#34;clear uptick&#34; in spending in the company&#39;s data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong>upgraded to Outperform at Evercore ISI</strong></p><p style=\"text-align: start;\">Evercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company&#39;s Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block&#39;s growth and risk tolerance balance and made the firm &#34;materially less concerned.&#34; Further, the firm&#39;s checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/BA\">Boeing</a> <strong> upgraded to Buy at BofA as Trump makes aircraft a favored trade tool</strong></p><p style=\"text-align: start;\">BofA upgraded Boeing (BA) to Buy from Neutral with a &#34;Street high&#34; price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing&#39;s benefit. While Boeing&#39;s backlog &#34;hasn&#39;t been the lynch pin to our valuation,&#34; BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the &#34;favored trade mechanism&#34; status creating a buying opportunity, the firm tells investors.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> <strong> upgraded to Overweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company&#39;s solid execution, potential upside to estimates and &#34;lukewarm market positioning,&#34; JPMorgan views the risk/reward on shares as favorable.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/DG\">Dollar General</a> <strong> upgraded to Outperform at Oppenheimer</strong></p><p style=\"text-align: start;\">Oppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company&#39;s stronger than expected earnings report, the firm is increasingly confident in management&#39;s ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General&#39;s model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> <strong> initiated with a Sell at Truist </strong></p><p style=\"text-align: start;\">Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company&#39;s gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong> initiated with a Sell at Truist</strong></p><p style=\"text-align: start;\">Truist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a &#34;really difficult stock to own late cycle&#34; as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/ZM\">Zoom</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company&#39;s primary video conferencing business has been under threat since the peak of the pandemic as &#34;virtual happy hours&#34; faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not &#34;terribly attractive,&#34; KeyBanc added.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/AKAM\">Akamai</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a &#34;crowded field,&#34; and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> <strong> downgraded to Underweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump&#39;s &#34;Liberation Day&#34; and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble&#39;s revenue and payer declines to accelerate, regardless of the macro environment. The company&#39;s intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.</p></body></html>","source":"lsy1649979459173","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic><strong>the fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","XYZ":"Block, Inc.","DG":"美国达乐公司","PINS":"Pinterest, Inc.","BMBL":"Bumble Inc.","PYPL":"PayPal","AKAM":"阿克迈","ZM":"Zoom","SNOW":"Snowflake"},"source_url":"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124937898","content_text":"What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake  upgraded to Buy at UBSUBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is \"just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.\" This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, \"it's not too late to get more constructive,\" contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a \"clear uptick\" in spending in the company's data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.2.  Block, Inc. upgraded to Outperform at Evercore ISIEvercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company's Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block's growth and risk tolerance balance and made the firm \"materially less concerned.\" Further, the firm's checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.3.  Boeing  upgraded to Buy at BofA as Trump makes aircraft a favored trade toolBofA upgraded Boeing (BA) to Buy from Neutral with a \"Street high\" price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing's benefit. While Boeing's backlog \"hasn't been the lynch pin to our valuation,\" BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the \"favored trade mechanism\" status creating a buying opportunity, the firm tells investors.4.  Pinterest, Inc.  upgraded to Overweight at JPMorganJPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company's solid execution, potential upside to estimates and \"lukewarm market positioning,\" JPMorgan views the risk/reward on shares as favorable.5.  Dollar General  upgraded to Outperform at OppenheimerOppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company's stronger than expected earnings report, the firm is increasingly confident in management's ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General's model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.Top 5 Sell Calls:1.  PayPal  initiated with a Sell at Truist Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company's gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.2.  Block, Inc.  initiated with a Sell at TruistTruist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a \"really difficult stock to own late cycle\" as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.3.  Zoom  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company's primary video conferencing business has been under threat since the peak of the pandemic as \"virtual happy hours\" faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not \"terribly attractive,\" KeyBanc added.4.  Akamai  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a \"crowded field,\" and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.5.  Bumble Inc.  downgraded to Underweight at JPMorganJPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump's \"Liberation Day\" and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble's revenue and payer declines to accelerate, regardless of the macro environment. The company's intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.","news_type":1,"symbols_score_info":{"PINS":1.1,"BA":1.1,"AKAM":1.1,"BMBL":1.1,"SNOW":1.1,"XYZ":1.1,"DG":1.1,"ZM":1.1,"PYPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443724851044736,"gmtCreate":1749354011940,"gmtModify":1749360818550,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"How to get weekly buy calls","listText":"How to get weekly buy calls","text":"How to get weekly buy calls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443724851044736","repostId":"1124937898","repostType":2,"repost":{"id":"1124937898","kind":"news","pubTimestamp":1749350503,"share":"https://ttm.financial/m/news/1124937898?lang=en_US&edition=fundamental","pubTime":"2025-06-08 10:41","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1124937898","media":"the fly","summary":"What has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of June 2-6. </p><p><strong><u>Top 5 Buy Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> <strong> upgraded to Buy at UBS</strong></p><p style=\"text-align: start;\">UBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is &#34;just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.&#34; This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, &#34;it&#39;s not too late to get more constructive,&#34; contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a &#34;clear uptick&#34; in spending in the company&#39;s data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong>upgraded to Outperform at Evercore ISI</strong></p><p style=\"text-align: start;\">Evercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company&#39;s Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block&#39;s growth and risk tolerance balance and made the firm &#34;materially less concerned.&#34; Further, the firm&#39;s checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/BA\">Boeing</a> <strong> upgraded to Buy at BofA as Trump makes aircraft a favored trade tool</strong></p><p style=\"text-align: start;\">BofA upgraded Boeing (BA) to Buy from Neutral with a &#34;Street high&#34; price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing&#39;s benefit. While Boeing&#39;s backlog &#34;hasn&#39;t been the lynch pin to our valuation,&#34; BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the &#34;favored trade mechanism&#34; status creating a buying opportunity, the firm tells investors.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> <strong> upgraded to Overweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company&#39;s solid execution, potential upside to estimates and &#34;lukewarm market positioning,&#34; JPMorgan views the risk/reward on shares as favorable.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/DG\">Dollar General</a> <strong> upgraded to Outperform at Oppenheimer</strong></p><p style=\"text-align: start;\">Oppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company&#39;s stronger than expected earnings report, the firm is increasingly confident in management&#39;s ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General&#39;s model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p style=\"text-align: start;\"><strong>1. </strong> <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> <strong> initiated with a Sell at Truist </strong></p><p style=\"text-align: start;\">Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company&#39;s gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.</p><p style=\"text-align: start;\"><strong>2. </strong> <a href=\"https://laohu8.com/S/XYZ\">Block, Inc.</a> <strong> initiated with a Sell at Truist</strong></p><p style=\"text-align: start;\">Truist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a &#34;really difficult stock to own late cycle&#34; as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.</p><p style=\"text-align: start;\"><strong>3. </strong> <a href=\"https://laohu8.com/S/ZM\">Zoom</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company&#39;s primary video conferencing business has been under threat since the peak of the pandemic as &#34;virtual happy hours&#34; faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not &#34;terribly attractive,&#34; KeyBanc added.</p><p style=\"text-align: start;\"><strong>4. </strong> <a href=\"https://laohu8.com/S/AKAM\">Akamai</a> <strong> initiated with an Underweight at KeyBanc</strong></p><p style=\"text-align: start;\">KeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a &#34;crowded field,&#34; and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.</p><p style=\"text-align: start;\"><strong>5. </strong> <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> <strong> downgraded to Underweight at JPMorgan</strong></p><p style=\"text-align: start;\">JPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump&#39;s &#34;Liberation Day&#34; and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble&#39;s revenue and payer declines to accelerate, regardless of the macro environment. The company&#39;s intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.</p></body></html>","source":"lsy1649979459173","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-08 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic><strong>the fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","XYZ":"Block, Inc.","DG":"美国达乐公司","PINS":"Pinterest, Inc.","BMBL":"Bumble Inc.","PYPL":"PayPal","AKAM":"阿克迈","ZM":"Zoom","SNOW":"Snowflake"},"source_url":"https://thefly.com/landingPageNews.php?id=4142364&headline=-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://www.google.com.hk/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124937898","content_text":"What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of June 2-6. Top 5 Buy Calls:1.  Snowflake  upgraded to Buy at UBSUBS upgraded Snowflake (SNOW) to Buy from Neutral with a price target of $265, up from $210. The firm is becoming increasingly confident in the prospect that Snowflake is \"just a few quarters into what could prove to be a multi-year enterprise investment cycle in the data layer.\" This is based on industry checks as well as the results from Snowflake, Palantir and Databricks, UBS tells investors in a research note. While Snowflake shares are already up 35% year-to-date, \"it's not too late to get more constructive,\" contends the firm. UBS says its recent Snowflake customer and partner checks are signaling a \"clear uptick\" in spending in the company's data stacks, in many cases because of the greater value associated with corporate data to drive artificial intelligence application performance.2.  Block, Inc. upgraded to Outperform at Evercore ISIEvercore ISI upgraded Block (XYZ) to Outperform from In Line with a price target of $75, up from $58, implying 21% upside. The firm says Cash App lending will not be as aggressive as it thought coming out of the company's Q1 earnings. Evercore was worried that more aggressive lending to new consumers in new states with higher limits would be used to offset lower Q1 Cash App numbers, but feedback from industry contacts and multiple company follow-ups enabled a deeper understanding of Block's growth and risk tolerance balance and made the firm \"materially less concerned.\" Further, the firm's checks point to relatively steady low-end consumer spending trends, deposit rates, and unemployment deposits. Evercore also believes new product releases at Square bode well for future development efficiency and growth opportunities.3.  Boeing  upgraded to Buy at BofA as Trump makes aircraft a favored trade toolBofA upgraded Boeing (BA) to Buy from Neutral with a \"Street high\" price target of $260, up from $185, with Boeing aircraft having emerged as the favored trade tool for the Trump Administration in recent trade deals. The firm views those recent deals struck in the UK, Qatar, UAE and China as setting a precedent for future global trade negotiations, to Boeing's benefit. While Boeing's backlog \"hasn't been the lynch pin to our valuation,\" BofA does see the progress in stabilizing production, carve-outs alleviating free cash flow burn, and a renewed focus across the portfolio all performing in concert with the \"favored trade mechanism\" status creating a buying opportunity, the firm tells investors.4.  Pinterest, Inc.  upgraded to Overweight at JPMorganJPMorgan upgraded Pinterest (PINS) to Overweight from Neutral with a price target of $40, up from $35. While Pinterest shares have outperformed year-to-date, they remain down 18% from the February market highs, the firm tells investors in a research note. JPMorgan believes the company has made solid progress across its 2023 investor day priorities to grow users and deepen engagement, improve monetization, and drive profitable growth. The firm says Pinterest is leveraging its full funnel advertising approach and automation capabilities to capture a greater share of ad spending among the next tranche of advertisers. Given the company's solid execution, potential upside to estimates and \"lukewarm market positioning,\" JPMorgan views the risk/reward on shares as favorable.5.  Dollar General  upgraded to Outperform at OppenheimerOppenheimer upgraded Dollar General (DG) to Outperform from Perform with a $130 price target. Following the company's stronger than expected earnings report, the firm is increasingly confident in management's ability to drive a 2%-3% comp on a sustained basis and make progress toward its 6%-7% operating margin target in 2028 and 2029. In addition, Dollar General's model has been resilient in recessionary periods, Oppenheimer tells investors in a research note. The firm believes this could drive further money flows in an increasingly uncertain backdrop as the year progresses.Top 5 Sell Calls:1.  PayPal  initiated with a Sell at Truist Truist initiated coverage of PayPal (PYPL) with a Sell rating and $68 price target. The firm models the company's gross profit growth below the Street due mainly to competitive pressure in its branded checkout business from Apple Pay and Shop Pay as well as a lower level of float income as interest rates decline. Truist also worries that PayPal is increasing its lending business at the wrong point in the economic cycle. This creates grow-over risk in 2026, says the firm, which sees better value in other large caps under its coverage.2.  Block, Inc.  initiated with a Sell at TruistTruist initiated coverage of Block with a Sell rating and $60 price target. The firm likes Block as a company long-term, but believes this is a \"really difficult stock to own late cycle\" as its two business segments are sensitive to the macro environment. In addition, Block is leaning into growth of its lending products in order to reaccelerate growth throughout 2025, which may lead to higher credit losses and a tough grow-over in 2026, Truist tells investors in a research note. As such, the firm expects the shares to underperform peers.3.  Zoom  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Zoom Communications (ZM) with an Underweight rating and $73 price target as part of a broader research note launch coverage of select Enterprise Software names. The company's primary video conferencing business has been under threat since the peak of the pandemic as \"virtual happy hours\" faded into the background of the 5-days-a week in-office mandates, the firm tells investors in a research note. Microsoft (MSFT) has also flexed its muscle with Teams features, capabilities, and user experience all gaining ground on Zoom, whose expansion beyond video collaboration is not \"terribly attractive,\" KeyBanc added.4.  Akamai  initiated with an Underweight at KeyBancKeyBanc initiated coverage of Akamai (AKAM) with an Underweight rating and $63 price target. The firm does not believe Akamai shares are expensive, but it sees more risk of negative catalysts than positive. The company operates in a \"crowded field,\" and pricing dynamics have a better chance to disappoint rather than surprise to the upside, KeyBanc tells investors in a research note.5.  Bumble Inc.  downgraded to Underweight at JPMorganJPMorgan downgraded Bumble (BMBL) to Underweight from Neutral with an unchanged price target of $5. The shares have traded up 50% since President Trump's \"Liberation Day\" and are not 10% above the price target. The firm struggles to justify raising the price target given its expectation for Bumble's revenue and payer declines to accelerate, regardless of the macro environment. The company's intra-quarter U.S. download trends took another step down and there is downside risk to consensus estimates, adds JPMorgan.","news_type":1,"symbols_score_info":{"PINS":1.1,"BA":1.1,"AKAM":1.1,"BMBL":1.1,"SNOW":1.1,"XYZ":1.1,"DG":1.1,"ZM":1.1,"PYPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494073504412248,"gmtCreate":1761649480531,"gmtModify":1761649483558,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> today taget 45.6","listText":"<a href=\"https://ttm.financial/S/RGTI\">$Rigetti Computing(RGTI)$ </a> today taget 45.6","text":"$Rigetti Computing(RGTI)$ today taget 45.6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494073504412248","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494072386384136,"gmtCreate":1761649313417,"gmtModify":1761649316807,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PPTA\">$Perpetua Resources Corp.(PPTA)$ </a> gonna hit 52 week high 32 usd in next 2 days","listText":"<a href=\"https://ttm.financial/S/PPTA\">$Perpetua Resources Corp.(PPTA)$ </a> gonna hit 52 week high 32 usd in next 2 days","text":"$Perpetua Resources Corp.(PPTA)$ gonna hit 52 week high 32 usd in next 2 days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494072386384136","isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483766634762704,"gmtCreate":1759137407842,"gmtModify":1759137411123,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"DVLT","listText":"DVLT","text":"DVLT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483766634762704","isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472280708383432,"gmtCreate":1756338716830,"gmtModify":1756338720931,"author":{"id":"4182487605143742","authorId":"4182487605143742","name":"Pralob","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182487605143742","idStr":"4182487605143742"},"themes":[],"title":"","htmlText":"Could be time for stock split&nbsp;","listText":"Could be time for stock split&nbsp;","text":"Could be time for stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472280708383432","repostId":"2562773264","repostType":2,"repost":{"id":"2562773264","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1756337390,"share":"https://ttm.financial/m/news/2562773264?lang=en_US&edition=fundamental","pubTime":"2025-08-28 07:29","market":"us","language":"en","title":"Nvidia Q3 Revenue Forecasts Suggest AI Trade Has More to Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2562773264","media":"Reuters","summary":"AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.","content":"<html><head></head><body><p>Aug 27 (Reuters) - AI chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.</p><p>Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts&#39; average estimate of $53.14 billion, according to data compiled by LSEG.</p><p>Shares of the world&#39;s most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&amp;P 500 Index&#39;s year-to-date rise of nearly 10%.</p><p>COMMENTS:</p><h2 id=\"id_42253054\" style=\"text-align: start;\">TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY</h2><p>&#34;The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.&#34;</p><p>“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&amp;P rally look overvalued.”</p><p>“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”</p><p>THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA</p><p>&#34;The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.&#34;</p><p>&#34;There&#39;s nothing really to suggest that the AI trade is over. When you have something that is new, and it&#39;s growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it&#39;s evidence that we&#39;re in the early stages. there&#39;s no reason that I can see that you want to sell this off to any great degree.&#34;</p><h2 id=\"id_612736128\" style=\"text-align: start;\">WILL RHIND, FOUNDER AND CEO, GRANITESHARES</h2><p>&#34;The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.&#34;</p><h2 id=\"id_498406201\" style=\"text-align: start;\">BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT</h2><p>&#34;It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.</p><p>&#34;We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.</p><p>&#34;Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.&#34;</p><h2 id=\"id_4282680203\" style=\"text-align: start;\">DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS</h2><p>&#34;The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that&#39;s remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.&#34;</p><h2 id=\"id_1578535289\" style=\"text-align: start;\">NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK</h2><p>“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.</p><p>&#34;We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”</p><h2 id=\"id_2967754452\">MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA</h2><p>&#34;I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there&#39;s still a tremendous amount of growth that&#39;s happening.&#34;</p><p>&#34;For Nvidia, it&#39;s more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.&#34;</p><p>&#34;The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there&#39;s a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you&#39;re not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.&#34;</p><p>&#34;The results from Nvidia will just reaffirm the fact that we&#39;re not in an AI bubble.&#34;</p><h2 id=\"id_1923441063\" style=\"text-align: start;\">DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA</h2><p>&#34;Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.</p><p>&#34;As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.</p><p>&#34;PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.&#34;</p><h2 id=\"id_2811946773\" style=\"text-align: start;\">LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT</h2><p>&#34;In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.</p><p>&#34;The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.</p><p>&#34;CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.&#34;</p><h2 id=\"id_1655772014\" style=\"text-align: start;\">CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANA</h2><p>The results &#34;were okay. They weren&#39;t blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.&#34;</p><p>&#34;I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.&#34;</p><p>&#34;I&#39;m not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.&#34;</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 Q3 Revenue Forecasts Suggest AI Trade Has More to Run</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 Q3 Revenue Forecasts Suggest AI Trade Has More to Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-28 07:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 27 (Reuters) - AI chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.</p><p>Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts&#39; average estimate of $53.14 billion, according to data compiled by LSEG.</p><p>Shares of the world&#39;s most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&amp;P 500 Index&#39;s year-to-date rise of nearly 10%.</p><p>COMMENTS:</p><h2 id=\"id_42253054\" style=\"text-align: start;\">TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY</h2><p>&#34;The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.&#34;</p><p>“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&amp;P rally look overvalued.”</p><p>“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”</p><p>THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA</p><p>&#34;The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.&#34;</p><p>&#34;There&#39;s nothing really to suggest that the AI trade is over. When you have something that is new, and it&#39;s growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it&#39;s evidence that we&#39;re in the early stages. there&#39;s no reason that I can see that you want to sell this off to any great degree.&#34;</p><h2 id=\"id_612736128\" style=\"text-align: start;\">WILL RHIND, FOUNDER AND CEO, GRANITESHARES</h2><p>&#34;The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.&#34;</p><h2 id=\"id_498406201\" style=\"text-align: start;\">BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT</h2><p>&#34;It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.</p><p>&#34;We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.</p><p>&#34;Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.&#34;</p><h2 id=\"id_4282680203\" style=\"text-align: start;\">DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS</h2><p>&#34;The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that&#39;s remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.&#34;</p><h2 id=\"id_1578535289\" style=\"text-align: start;\">NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK</h2><p>“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.</p><p>&#34;We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”</p><h2 id=\"id_2967754452\">MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA</h2><p>&#34;I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there&#39;s still a tremendous amount of growth that&#39;s happening.&#34;</p><p>&#34;For Nvidia, it&#39;s more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.&#34;</p><p>&#34;The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there&#39;s a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you&#39;re not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.&#34;</p><p>&#34;The results from Nvidia will just reaffirm the fact that we&#39;re not in an AI bubble.&#34;</p><h2 id=\"id_1923441063\" style=\"text-align: start;\">DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA</h2><p>&#34;Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.</p><p>&#34;As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.</p><p>&#34;PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.&#34;</p><h2 id=\"id_2811946773\" style=\"text-align: start;\">LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT</h2><p>&#34;In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.</p><p>&#34;The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.</p><p>&#34;CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.&#34;</p><h2 id=\"id_1655772014\" style=\"text-align: start;\">CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANA</h2><p>The results &#34;were okay. They weren&#39;t blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.&#34;</p><p>&#34;I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.&#34;</p><p>&#34;I&#39;m not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250827:nL1N3UJ0Y5:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562773264","content_text":"Aug 27 (Reuters) - AI chipmaker Nvidia, the dominating force behind the U.S. stock market rally since 2023, forecast third-quarter revenue above Wall Street estimates on Wednesday.Helped by robust demand for its artificial intelligence chips from cloud providers expanding infrastructure to power generative AI technology, Nvidia expects revenue of $54 billion, plus or minus 2%, in the third quarter. That compared with analysts' average estimate of $53.14 billion, according to data compiled by LSEG.Shares of the world's most valuable firm were down 2.4% in extended trading, paring a knee-jerk loss after the report. NVDA gained more than a third so far in 2025 to outpace the benchmark S&P 500 Index's year-to-date rise of nearly 10%.COMMENTS:TAUFIQ RAHIM, PRINCIPAL, 2040 ADVISORY\"The biggest driver of Nvidia revenue is Compute. This is the first time that revenue platform has declined quarter-on-quarter, since being reported. The decline of 1% is masked by the growth in networking. This is part of an overall challenge to continue to meet Wall Street expectations of hyper-growth. The overall revenue growth of 6% quarter over quarter is the first time it has had single-digit rather than double-digit growth since the beginning of the AI boom.\"“If there is not a deal with China it raises questions how future revenue expectations can be sustained for the mega cap companies. In addition, the risk of contagion is high because the revenue models are all interlinked. Should the AI sector be in the midst of a bubble as Sam Altman has contended, it makes the recent S&P rally look overvalued.”“The implications are bearish in the medium-term but in the short-term it may not have an effect because there are built-in drivers of growth across the AI industry, not just in America but also in global markets.”THOMAS MARTIN, SENIOR PORTFOLIO MANAGER, GLOBALT INVESTMENTS, ATLANTA GEORGIA\"The overall AI trade is still very much intact. Nvidia said demand is just really, really high. So to the extent that you believe that, the AI trade is still at the very early stages.\"\"There's nothing really to suggest that the AI trade is over. When you have something that is new, and it's growing as fast as it is, and all of the huge capex announcements from the hyperscalers, it's evidence that we're in the early stages. there's no reason that I can see that you want to sell this off to any great degree.\"WILL RHIND, FOUNDER AND CEO, GRANITESHARES\"The market has gotten so used to NVIDIA delivering blowout earnings and data center growth that anything short of that feels like a disappointment. The modest miss on data center revenue is more a reminder that those huge growth rates are going to slow eventually.\"BRIAN MULBERRY, SENIOR PORTFOLIO MANAGER, ZACKS INVESTMENT MANAGEMENT\"It is double beat on top and bottom line including the $8 billion China cost. After hours even with this strong outperformance the stock is down more than 3% - a signal that the rate of growth is slowing and that causes price momentum to slow in the shares.\"We saw this with Tesla at times when they would have strong financials but guidance was slowing as capacity was meeting demand which ultimately slows the rate of growth. Now NVDA is “only” growing at 50-55% and that is much less than the 100%+ revenue growth from last year. As that momentum slows, so does the energy in the stock.\"Manufacturing operations seem to be growing at a pace that forward guidance should be easily intact going forward. It looks like they stated the China impact (opportunity costs) of $8 billion which is right on target with Jensen’s previous public statements and in line with Wall Street expectations.\"DAVID WAGNER, HEAD OF EQUITY, APTUS CAPITAL ADVISORS\"The negative stock reaction feels like a bit of an incorrect knee-jerk reaction - the company is still growing over 50% on their guidance at a $50B quarterly revenue run rate - that's remarkable, even for the current valuation. I actually thought the best part of the report was the gross margin guidance of 73.5% showing resilience in profitability, even without any China H20 revenue. I want to be buying the pullback as I am sure management will weave a bullish demand story on the conference call.\"NICK FRASSE, PRODUCT MANAGER, VANECK ASSOCIATES, NEW YORK“My takeaway is that these numbers are not unexpected, nor is this reaction. The market has begun to factor in that Nvidia can continue to beat most expectations in spite of headwinds and questions like what they will have to pay to continue selling to China. Their earnings beats and growth in EPS have become more normalized as investors understand their business model better. In the early stages of all this excitement, they had crazy beats that seemed to come out of nowhere; no one then had expected a gaming company to have this amazing AI pivot. Now we look at their business model and see that they don’t have the capital spending drag that vertically integrated companies do, but they’re benefiting from all the money that the hyperscalers clearly continue to keep spending on AI.\"We launched the VanEck Fabless Semiconductor ETF exactly a year ago today, and Nvidia is its largest holding at 20.67% of the fund right now. These results give us confidence that the hyperscalers are not slowing down, and that it’s getting to the point now where as the Magnificent 7 companies continue to grow, it’s all compounding in their favor. This technology is allowing them to drive revenue higher – and then to spend more of that revenue on more technology.”MATT ORTON, HEAD OF ADVISORY SOLUTIONS, RAYMOND JAMES INVESTMENT MANAGEMENT, TAMPA BAY AREA\"I think it should be a positive read-through eventually, after the dust settles, to the rest of the AI trade, and the fact that there's still a tremendous amount of growth that's happening.\"\"For Nvidia, it's more of just calibration of expectations, but the fact that you saw such strong growth, particularly across the data centers, and just the absolute numbers that are associated with the revenues that are coming in, I think all of that is a sign that there is still a lot of room to run with respect to the AI capex story.\"\"The mega caps are the ones propelling a lot of the capex that Nvidia is benefiting from. But obviously Nvidia still is growing, is able to sell. If anything, this just highlights that there's a lot of durability to this (AI) trade, and that, I think that the businesses of these hyperscalers can continue to accelerate, and you're not seeing any sort of signs of a slowdown being reflected in the results of Nvidia.\"\"The results from Nvidia will just reaffirm the fact that we're not in an AI bubble.\"DIMITRI ZABELIN, SENIOR ANALYST, AI, PITCHBOOK, SAN FRANCISCO, CA\"Since the onset of the AI boom in late 2022, the company has largely beaten forecasts, propelled by explosive growth in its data center division.\"As U.S. hyperscaler demand continues to expand, Nvidia is diversifying by turning to sovereign buyers to anchor the next wave of adoption, positioning national governments as strategic clients for its hardware.\"PitchBook’s comp sheet analysis also shows hyperscalers and AI infrastructure leaders outperforming benchmarks, underscoring durable demand for compute hardware as governments and enterprises step up procurement.\"LARRY TENTARELLI, CHIEF TECHNICAL STRATEGIST, BLUE CHIP DAILY TREND REPORT\"In the very short-term, the stock is seeing some downside testing, as they did not drastically exceed the consensus forecasts. Beyond the short-term volatility, Nvidia remains the benchmark Artificial Intelligence stock and the most direct way to invest in the theme.\"The AI trade has been the major driver of this bull market over the past 30 months and we expect that both AI and Nvidia will continue to lead.\"CEO Jensen Huang’s comments on the conference call will be closely monitored by markets, but barring any slowdown comments from Huang, we would be buyers of Nvidia on any near-term weakness. In our view, this is the dominant AI market leader to own.\"CHUCK CARLSON, CHIEF EXECUTIVE OFFICER, HORIZON INVESTMENT SERVICES, HAMMOND, INDIANAThe results \"were okay. They weren't blow-the-doors-off, but nor were they bad. And I think the stock price movement is going to depend a lot on what they say on the earnings call, especially if they give color on China.\"\"I think people were a little disappointed in the data center number, which looks like the sequential growth was about 5% ... and I think people might have been looking for a little bit more on that side.\"\"I'm not surprised that the stock in the after-market is down a bit, but it is not down a ton, especially given the strength that the stock is showing so far this year.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}