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Sunshinekim

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11-21 12:09

Short but comprehensibe report. Thanks

Sorry, the original content has been removed

11-20 22:43

Agree with the analysis. Thanks for sharing your insights!

Tesla: Be Careful What You Ask For

10-13

We were optimistic for a while. Now hope is waning. Hopefully, the trend will change !

Tesla stock dives 6% in premarket trade after robotaxi event

10-04

$NVIDIA Corp(NVDA)$

10-04

Cards 1&8, 5&7 Tiger , Tiger in d square Show your face in the bare Let new investors see you care! @Sunshinekim @Liane

09-30

Great news! Patience pays off!

Stock Track | NIO Stock Soars on $1.9 Billion Investment in China Unit from Strategic Investors

09-30

Let the Bull Run!👍

Sorry, the original content has been removed

09-01

Finally, the pot of gold is insight!

Alibaba Wins Beijing’s Approval in End to Years-Long Scrutiny

08-29

$NVIDIA Corp(NVDA)$ If profit taking does not take place, it should go up.

08-29

Keeping my fingers crossed!

Nvidia’s CEO Says New Chip Will Have "Lots and Lots" of Supply

08-18

1. 13 2. 22 3. 6

08-07

$NVIDIA Corp(NVDA)$ Im holding on and actually bought some when the plunge hit. Short holders will sell off but those who have holding powet should just ride the wave. Afterall, it has strong fundamentals and financials.

08-04

I have been to Paris many times. Possibly been to most of the tourist sites there. However, I just love walking along the 1.8km CHAMPS-Elysees. It just let one feel the buzz of the romantic and historic city. I hope to go back to Provence and St Tropez and enjoy the beautiful countryside one day! Perhaps, the stock market may give me that chance to do so! So it needs to Roar! Roar!

07-18

$NVIDIA Corp(NVDA)$ I did actually at $120. I still believe in the fundamentals that Nvidia possesses The current downward trend is just a knee- jerk reaction to the recent political wind! Still great for long holders but obviously a sell-off by short holders!

07-16

Let's hope it is on an upward trajectory for the rest of the year!

U.S. Stocks Open Higher on Tuesday; Trump Media Drops 10%

07-10

👍

Amazon Launches Its Fourth-Generation Graviton4 Chip as Competition Intensifies

07-06

Profit-taking. Not alarming.

Jeff Bezos Sells $333.1 Million in Amazon Shares

07-06

A balanced article. Good read and factors for thought. Ty

Nvidia: Despite Red Flags, It's Going Much Higher

07-05

Looks like we Really need an Angel to rescue us from the Devil and the Deep Blue Sea!

If Biden Drops out of the Race, This Is What Will Matter to the Stock Market

07-04

I fully concur. I got too cute with my Amazon stock and failed to gain an extra 50 K.

Nvidia Has More Than Doubled This Year. How To Know When To Sell

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Thanks&nbsp;","listText":"Short but comprehensibe report. Thanks&nbsp;","text":"Short but comprehensibe report. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373213892423872","repostId":"1167140582","repostType":2,"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373015764766928,"gmtCreate":1732113784713,"gmtModify":1732113789014,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Agree with the analysis. Thanks for sharing your insights!&nbsp;","listText":"Agree with the analysis. Thanks for sharing your insights!&nbsp;","text":"Agree with the analysis. Thanks for sharing your insights!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373015764766928","repostId":"2484181324","repostType":2,"repost":{"id":"2484181324","pubTimestamp":1732156444,"share":"https://ttm.financial/m/news/2484181324?lang=&edition=fundamental","pubTime":"2024-11-21 10:34","market":"sg","language":"en","title":"Tesla: Be Careful What You Ask For","url":"https://stock-news.laohu8.com/highlight/detail?id=2484181324","media":"seekingalpha","summary":"Tesla, Inc. has surged post-election due to hype from CEO Elon Musk working directly with President-elect Donald Trump.The Trump administration may end the $7,500 EV tax credit, making traditional ICE","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. has surged post-election due to hype from CEO Elon Musk working directly with President-elect Donald Trump.</p></li><li><p>The Trump administration may end the $7,500 EV tax credit, making traditional ICE vehicles more attractive and hurting Tesla&#39;s competitiveness.</p></li><li><p>Federal self-driving regulations could benefit Tesla, but slow legislative processes and Waymo&#39;s market lead pose significant challenges.</p></li><li><p>Investors should wait for the stock to pull back from current hype levels at over 100x forward EPS estimates for a more attractive risk/reward opportunity.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/223287b3cc8d1f9674687175cd89ed8d\" tg-width=\"750\" tg-height=\"515\"/></p><p><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) has soared in the last couple of weeks as CEO Elon Musk aligned with President-elect Donald Trump. The electric vehicle, or EV, company is moving towards a robotaxi business and is apparently working with the Trump Administration on a couple of policies not guaranteed to benefit the company. My investment thesis is now Bearish on the stock, especially after the post-election hype rally of over $100 now.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81b325374679845f90005ec793eb47f5\" tg-width=\"1280\" tg-height=\"440\"/></p><p>Source: Finviz</p><p></p><h2 id=\"id_2143363357\">Eliminating EV Credits</h2><p>Trump’s transition team may plan to end the $7,500 EV tax credit for consumers, in a move Musk has apparently signalled as ok. Tesla obtains over 60%x of automotive sales from outside the U.S., so the impact would be smaller than feared.</p><p>The logic that Tesla can more easily fend off competition in the EV space isn&#39;t as logical here. Without the $7,500 credit, traditional internal combustion, or ICE, vehicles would become more attractive and the incentives wouldn&#39;t exist for the U.S. consumer to transition to EVs.</p><p>Tesla is pushing full speed ahead into robotaxis costing $30K with a massive opportunity to get ahead of the market by obtaining the $7,500 EV tax credit on those vehicles. Either way, the loss of the EV credit would appear to hurt Tesla, as much as competitors in the robotaxi race as competitors like <strong>Rivian</strong> (RIVN).</p><p>On the Q3 &#39;24 earnings call, Musk even hinted at the Cybercab needed the EV tax incentive to compete, as follows:</p><blockquote><p>Yeah. It&#39;ll be with incentive sub-30k, which is kind of a key threshold.</p></blockquote><p>The EV company was already expected to generate substantial growth in 2025 from production growth via higher sales of the Model 3/Y with autonomy, plus a further jump in 2026 from the Cybercab launch. In late October, Tesla guided to plans for vehicle delivery growth of 20% to 30% for 2025.</p><p>After delivering 463K vehicles in Q3, the EV company has maintained a pace of ~1.8 million annual vehicles. To reach the 20% to 30% goal, Tesla would need to deliver 2.2 and 2.4 million EVs in 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7646a085c657e73bf76cd9864d1aa4d9\" tg-width=\"640\" tg-height=\"672\"/></p><p>Source: Tesal Q3&#39;24 presentation</p><p></p><p>Overall, Tesla has produced over 7 million vehicles. The company has plans to produce upwards of 2 million Cybercabs in 2026, assuming regulatory approvals.</p><h3 id=\"id_2018501574\">Approving Self-Driving Regulations</h3><p>The other not so surprising news was the Trump Administration pushing towards easing federal regulations on self-driving cars. Back on the Q3 &#39;24 earnings call, management discussed the need for federal regulations as follows:</p><blockquote><p><strong>Lars Moravy</strong></p><p>I mean, I think it&#39;s important to reiterate this. Like, homogeneity or certifying a vehicle at the federal level in the U.S. is done by meeting FMVSS regulations. All our vehicles today that are produced that are autonomous capable meet all those regulations, cybertruck need those regulations. And so the deployment of the vehicle to the road is not a limitation.</p><p>What is a limitation is what you said at the state level where they control autonomous vehicle deployment. Some states are relatively easy as you mentioned for Texas. Yeah. And so other ones have in place like California that may take a little longer. Other ones haven&#39;t set up anything yet, and so we will work through those state by state.</p><p><strong>Elon Musk</strong></p><p>I do think we should have a federal, I agree. Like, autonomous vehicles should be approved. They just should be -- it should be possible to.</p><p><strong>Lars Moravy</strong></p><p>Congress, if you&#39;re listening, let&#39;s say the federal AV --</p><p><strong>Elon Musk</strong></p><p>There should -- there should be a federal approval process for autonomous vehicles. I mean, that&#39;s how the FMVSS is worked. Federal Motor Vehicle. The FMBSS is federal.</p></blockquote><p>The news isn&#39;t really surprising considering Musk is a part of the Trump team. In addition, passengers should want the Department of Transportation to develop modern rules to address autonomous vehicles, not just for robotaxis from Tesla.</p><p>The issue for Tesla is that any regulations will allow the leader in robotaxis to vastly expand beyond current limits in a few major cities. Waymo, owned by <strong>Google</strong> (GOOG), just entered Los Angeles and is working towards operations in Austin and Atlanta. Investors need to remember that Tesla doesn&#39;t have an approved robotaxi service, while Waymo now operates in 4 cities in 3 different states, with plans to enter Georgia next year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ced18a53c32c845a5875e2cb33af6837\" tg-width=\"1280\" tg-height=\"720\"/></p><p>Source: Waymo</p><p></p><p>Waymo has regularly discussed the issues with different municipalities wanting to regulate AVs, including Los Angeles County, wanting more over site of operations. Due in part to technology limitations, but also regulations, the robotaxi service only offers service in controlled areas of these major cities without highway access so far.</p><p>Tesla definitely benefits the most from having federal regulations, which would potentially allow the current 7 million customers to become robotaxis at the update of FSD software. In addition, the company intends to have the platform ready to produce a new Cybercab with 2 million vehicles annually.</p><p>Remember, Tesla only sells 1.8 million units now. The 2 million Cybercab units at $35K (assuming the sub-$30K price includes the EV tax credit) amounts to $70 billion in annual revenues.</p><p>As previous research discussed, Tesla has robotaxi plans to quickly generate more revenue via an internally owned robotaxi. At nearly 1 million miles per vehicle over the lifetime, the robotaxis would earn $1 million in lifetime revenue at $1/mile and the revenues would still hit $500K at $0.50/mile. Either way, Tesla could effectively generate as much revenue in the 1st year a Cybercab operates as the company would generate from selling the EV.</p><p>The issue is that Congress doesn&#39;t move very fast, and regulations would likely take years. Under the makeshift regulations at state and municipality levels, Tesla has no real advantage.</p><p>The EV company would first have to obtain certification, and Tesla freely admits California will be a problem for 2025. Second, Tesla has to produce vehicles and likely place them into service on an owned basis with limited vehicles in the defined areas of approval.</p><p>Either way, the stock has jumped from below $215 towards the end of October to nearly $345 now. Tesla has a $1 trillion market cap and trades at over 100x 2025 EPS targets, a forward P/E multiple where the stock historically meets resistance.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbab59986051ca78b537c7f6e6d5b2a8\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p></p><p>Deepwater Asset Management sees sales growth falling below the current analyst estimates, up at 16% for 2025, due to the EV tax credit removal. Investors should let Tesla pullback from the recent hype, with self-driving regulations unlikely to change rapidly and numerous questions on whether Tesla has the technology to even obtain regulatory approval in the upcoming years.</p><h2 id=\"id_1372425388\">Takeaway</h2><p>The key investor takeaway is that investors are now buying into a lot of hype following the elections, some of which isn&#39;t necessarily bullish for the stock. Tesla actually losses a lot of the robotaxi benefits the longer the company doesn&#39;t have approved technology and actual services like Waymo establish the market with a quick Federal approval of AVs.</p><p>Investors should allow the recent hype to disappear, where Tesla will fall to more attractive levels, to speculate on the robotaxi future at more attractive risk/reward levels.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Be Careful What You Ask For</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Be Careful What You Ask For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4738800-tesla-be-careful-what-you-ask-for><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. has surged post-election due to hype from CEO Elon Musk working directly with President-elect Donald Trump.The Trump administration may end the $7,500 EV tax credit, making traditional ICE...</p>\n\n<a href=\"https://seekingalpha.com/article/4738800-tesla-be-careful-what-you-ask-for\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4581":"高盛持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4516":"特朗普概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://seekingalpha.com/article/4738800-tesla-be-careful-what-you-ask-for","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2484181324","content_text":"Tesla, Inc. has surged post-election due to hype from CEO Elon Musk working directly with President-elect Donald Trump.The Trump administration may end the $7,500 EV tax credit, making traditional ICE vehicles more attractive and hurting Tesla's competitiveness.Federal self-driving regulations could benefit Tesla, but slow legislative processes and Waymo's market lead pose significant challenges.Investors should wait for the stock to pull back from current hype levels at over 100x forward EPS estimates for a more attractive risk/reward opportunity.Tesla, Inc. (NASDAQ:TSLA) has soared in the last couple of weeks as CEO Elon Musk aligned with President-elect Donald Trump. The electric vehicle, or EV, company is moving towards a robotaxi business and is apparently working with the Trump Administration on a couple of policies not guaranteed to benefit the company. My investment thesis is now Bearish on the stock, especially after the post-election hype rally of over $100 now.Source: FinvizEliminating EV CreditsTrump’s transition team may plan to end the $7,500 EV tax credit for consumers, in a move Musk has apparently signalled as ok. Tesla obtains over 60%x of automotive sales from outside the U.S., so the impact would be smaller than feared.The logic that Tesla can more easily fend off competition in the EV space isn't as logical here. Without the $7,500 credit, traditional internal combustion, or ICE, vehicles would become more attractive and the incentives wouldn't exist for the U.S. consumer to transition to EVs.Tesla is pushing full speed ahead into robotaxis costing $30K with a massive opportunity to get ahead of the market by obtaining the $7,500 EV tax credit on those vehicles. Either way, the loss of the EV credit would appear to hurt Tesla, as much as competitors in the robotaxi race as competitors like Rivian (RIVN).On the Q3 '24 earnings call, Musk even hinted at the Cybercab needed the EV tax incentive to compete, as follows:Yeah. It'll be with incentive sub-30k, which is kind of a key threshold.The EV company was already expected to generate substantial growth in 2025 from production growth via higher sales of the Model 3/Y with autonomy, plus a further jump in 2026 from the Cybercab launch. In late October, Tesla guided to plans for vehicle delivery growth of 20% to 30% for 2025.After delivering 463K vehicles in Q3, the EV company has maintained a pace of ~1.8 million annual vehicles. To reach the 20% to 30% goal, Tesla would need to deliver 2.2 and 2.4 million EVs in 2025.Source: Tesal Q3'24 presentationOverall, Tesla has produced over 7 million vehicles. The company has plans to produce upwards of 2 million Cybercabs in 2026, assuming regulatory approvals.Approving Self-Driving RegulationsThe other not so surprising news was the Trump Administration pushing towards easing federal regulations on self-driving cars. Back on the Q3 '24 earnings call, management discussed the need for federal regulations as follows:Lars MoravyI mean, I think it's important to reiterate this. Like, homogeneity or certifying a vehicle at the federal level in the U.S. is done by meeting FMVSS regulations. All our vehicles today that are produced that are autonomous capable meet all those regulations, cybertruck need those regulations. And so the deployment of the vehicle to the road is not a limitation.What is a limitation is what you said at the state level where they control autonomous vehicle deployment. Some states are relatively easy as you mentioned for Texas. Yeah. And so other ones have in place like California that may take a little longer. Other ones haven't set up anything yet, and so we will work through those state by state.Elon MuskI do think we should have a federal, I agree. Like, autonomous vehicles should be approved. They just should be -- it should be possible to.Lars MoravyCongress, if you're listening, let's say the federal AV --Elon MuskThere should -- there should be a federal approval process for autonomous vehicles. I mean, that's how the FMVSS is worked. Federal Motor Vehicle. The FMBSS is federal.The news isn't really surprising considering Musk is a part of the Trump team. In addition, passengers should want the Department of Transportation to develop modern rules to address autonomous vehicles, not just for robotaxis from Tesla.The issue for Tesla is that any regulations will allow the leader in robotaxis to vastly expand beyond current limits in a few major cities. Waymo, owned by Google (GOOG), just entered Los Angeles and is working towards operations in Austin and Atlanta. Investors need to remember that Tesla doesn't have an approved robotaxi service, while Waymo now operates in 4 cities in 3 different states, with plans to enter Georgia next year.Source: WaymoWaymo has regularly discussed the issues with different municipalities wanting to regulate AVs, including Los Angeles County, wanting more over site of operations. Due in part to technology limitations, but also regulations, the robotaxi service only offers service in controlled areas of these major cities without highway access so far.Tesla definitely benefits the most from having federal regulations, which would potentially allow the current 7 million customers to become robotaxis at the update of FSD software. In addition, the company intends to have the platform ready to produce a new Cybercab with 2 million vehicles annually.Remember, Tesla only sells 1.8 million units now. The 2 million Cybercab units at $35K (assuming the sub-$30K price includes the EV tax credit) amounts to $70 billion in annual revenues.As previous research discussed, Tesla has robotaxi plans to quickly generate more revenue via an internally owned robotaxi. At nearly 1 million miles per vehicle over the lifetime, the robotaxis would earn $1 million in lifetime revenue at $1/mile and the revenues would still hit $500K at $0.50/mile. Either way, Tesla could effectively generate as much revenue in the 1st year a Cybercab operates as the company would generate from selling the EV.The issue is that Congress doesn't move very fast, and regulations would likely take years. Under the makeshift regulations at state and municipality levels, Tesla has no real advantage.The EV company would first have to obtain certification, and Tesla freely admits California will be a problem for 2025. Second, Tesla has to produce vehicles and likely place them into service on an owned basis with limited vehicles in the defined areas of approval.Either way, the stock has jumped from below $215 towards the end of October to nearly $345 now. Tesla has a $1 trillion market cap and trades at over 100x 2025 EPS targets, a forward P/E multiple where the stock historically meets resistance.Data by YChartsDeepwater Asset Management sees sales growth falling below the current analyst estimates, up at 16% for 2025, due to the EV tax credit removal. Investors should let Tesla pullback from the recent hype, with self-driving regulations unlikely to change rapidly and numerous questions on whether Tesla has the technology to even obtain regulatory approval in the upcoming years.TakeawayThe key investor takeaway is that investors are now buying into a lot of hype following the elections, some of which isn't necessarily bullish for the stock. Tesla actually losses a lot of the robotaxi benefits the longer the company doesn't have approved technology and actual services like Waymo establish the market with a quick Federal approval of AVs.Investors should allow the recent hype to disappear, where Tesla will fall to more attractive levels, to speculate on the robotaxi future at more attractive risk/reward levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359638422118584,"gmtCreate":1728810352391,"gmtModify":1728810356635,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"We were optimistic for a while. Now hope is waning. Hopefully, the trend will change !&nbsp;","listText":"We were optimistic for a while. Now hope is waning. Hopefully, the trend will change !&nbsp;","text":"We were optimistic for a while. Now hope is waning. Hopefully, the trend will change !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359638422118584","repostId":"2474052638","repostType":2,"repost":{"id":"2474052638","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":1728635580,"share":"https://ttm.financial/m/news/2474052638?lang=&edition=fundamental","pubTime":"2024-10-11 16:33","market":"hk","language":"en","title":"Tesla stock dives 6% in premarket trade after robotaxi event","url":"https://stock-news.laohu8.com/highlight/detail?id=2474052638","media":"Dow Jones","summary":"This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Tesla stock dives 6% in premarket trade after robotaxi event\n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 11, 2024 04:33 ET (08:33 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stock dives 6% in premarket trade after robotaxi event</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla stock dives 6% in premarket trade after robotaxi event\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-11 16:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Tesla stock dives 6% in premarket trade after robotaxi event\n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 11, 2024 04:33 ET (08:33 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4099":"汽车制造商","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4551":"寇图资本持仓","TSLA":"特斯拉","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2474052638","content_text":"MW Tesla stock dives 6% in premarket trade after robotaxi event\n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 11, 2024 04:33 ET (08:33 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356520343499072,"gmtCreate":1728043184678,"gmtModify":1728043185745,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356520343499072","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356380499185992,"gmtCreate":1728009043033,"gmtModify":1728009048043,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Cards 1&amp;8, 5&amp;7 Tiger , Tiger in d square Show your face in the bare Let new investors see you care! @Sunshinekim @Liane","listText":"Cards 1&amp;8, 5&amp;7 Tiger , Tiger in d square Show your face in the bare Let new investors see you care! @Sunshinekim @Liane","text":"Cards 1&8, 5&7 Tiger , Tiger in d square Show your face in the bare Let new investors see you care! @Sunshinekim @Liane","images":[{"img":"https://community-static.tradeup.com/news/53f98ea97af095abd7ccfcdac4c5d35a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356380499185992","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":355039127466224,"gmtCreate":1727688949174,"gmtModify":1727688952969,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Great news! Patience pays off!&nbsp;","listText":"Great news! Patience pays off!&nbsp;","text":"Great news! Patience pays off!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355039127466224","repostId":"1188047419","repostType":2,"repost":{"id":"1188047419","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":1727683500,"share":"https://ttm.financial/m/news/1188047419?lang=&edition=fundamental","pubTime":"2024-09-30 16:05","market":"us","language":"en","title":"Stock Track | NIO Stock Soars on $1.9 Billion Investment in China Unit from Strategic Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1188047419","media":"Stock Track","summary":"Shares of NIO Inc.  skyrocketed over 10% in pre-market trading on September 30, 2024, following the announcement of a significant investment in the company's China subsidiary, NIO Holding .NIO China secured an investment of 13.3 billion yuan  from its parent NIO and a group of strategic investors. The fresh capital will be raised through the issuance of new shares in NIO China.Upon completion of the investment transaction, NIO's stake in NIO China will decrease from 92.1% to 88.3%, with the stra","content":"<p>Shares of NIO Inc. (NYSE: NIO) skyrocketed over 10% in pre-market trading on September 30, 2024, following the announcement of a significant investment in the company's China subsidiary, NIO Holding (NIO China).</p>\n\n<p>NIO China secured an investment of 13.3 billion yuan (approximately $1.9 billion) from its parent NIO and a group of strategic investors. The fresh capital will be raised through the issuance of new shares in NIO China.</p>\n\n<p>The strategic investors involved in the deal include Hefei Jianheng New Energy Automobile Investment Fund, Anhui Provincial Emerging Industry Investment, and CS Capital. These investors will collectively invest 3.3 billion yuan, while NIO itself will invest 10 billion yuan.</p>\n\n<p>Upon completion of the investment transaction, NIO's stake in NIO China will decrease from 92.1% to 88.3%, with the strategic investors and other existing shareholders holding the remaining 11.7% stake. NIO also has the option to invest an additional 20 billion yuan by the end of 2025 to subscribe for more shares in NIO China on the same terms.</p>\n\n<p>The capital injection is expected to provide NIO China with the necessary funds to support its operations and growth plans, potentially reducing the immediate dilution risk for NIO's listed company. Investors appear to view this move positively, as it demonstrates confidence in NIO's China business and the potential for future growth in the electric vehicle market.</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 | NIO Stock Soars on $1.9 Billion Investment in China Unit from Strategic Investors</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 | NIO Stock Soars on $1.9 Billion Investment in China Unit from Strategic Investors\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\">2024-09-30 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of NIO Inc. (NYSE: NIO) skyrocketed over 10% in pre-market trading on September 30, 2024, following the announcement of a significant investment in the company's China subsidiary, NIO Holding (NIO China).</p>\n\n<p>NIO China secured an investment of 13.3 billion yuan (approximately $1.9 billion) from its parent NIO and a group of strategic investors. The fresh capital will be raised through the issuance of new shares in NIO China.</p>\n\n<p>The strategic investors involved in the deal include Hefei Jianheng New Energy Automobile Investment Fund, Anhui Provincial Emerging Industry Investment, and CS Capital. These investors will collectively invest 3.3 billion yuan, while NIO itself will invest 10 billion yuan.</p>\n\n<p>Upon completion of the investment transaction, NIO's stake in NIO China will decrease from 92.1% to 88.3%, with the strategic investors and other existing shareholders holding the remaining 11.7% stake. NIO also has the option to invest an additional 20 billion yuan by the end of 2025 to subscribe for more shares in NIO China on the same terms.</p>\n\n<p>The capital injection is expected to provide NIO China with the necessary funds to support its operations and growth plans, potentially reducing the immediate dilution risk for NIO's listed company. Investors appear to view this move positively, as it demonstrates confidence in NIO's China business and the potential for future growth in the electric vehicle market.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188047419","content_text":"Shares of NIO Inc. (NYSE: NIO) skyrocketed over 10% in pre-market trading on September 30, 2024, following the announcement of a significant investment in the company's China subsidiary, NIO Holding (NIO China).\nNIO China secured an investment of 13.3 billion yuan (approximately $1.9 billion) from its parent NIO and a group of strategic investors. The fresh capital will be raised through the issuance of new shares in NIO China.\nThe strategic investors involved in the deal include Hefei Jianheng New Energy Automobile Investment Fund, Anhui Provincial Emerging Industry Investment, and CS Capital. These investors will collectively invest 3.3 billion yuan, while NIO itself will invest 10 billion yuan.\nUpon completion of the investment transaction, NIO's stake in NIO China will decrease from 92.1% to 88.3%, with the strategic investors and other existing shareholders holding the remaining 11.7% stake. NIO also has the option to invest an additional 20 billion yuan by the end of 2025 to subscribe for more shares in NIO China on the same terms.\nThe capital injection is expected to provide NIO China with the necessary funds to support its operations and growth plans, potentially reducing the immediate dilution risk for NIO's listed company. Investors appear to view this move positively, as it demonstrates confidence in NIO's China business and the potential for future growth in the electric vehicle market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354947619987840,"gmtCreate":1727666608970,"gmtModify":1727666612670,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Let the Bull Run!👍","listText":"Let the Bull Run!👍","text":"Let the Bull Run!👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/354947619987840","repostId":"1131760142","repostType":4,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"content":"stimulus working hopefully for longer terms","text":"stimulus working hopefully for longer terms","html":"stimulus working hopefully for longer terms"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344728196215088,"gmtCreate":1725154933402,"gmtModify":1725154937302,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Finally, the pot of gold is insight!&nbsp;","listText":"Finally, the pot of gold is insight!&nbsp;","text":"Finally, the pot of gold is insight!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344728196215088","repostId":"1199859851","repostType":2,"repost":{"id":"1199859851","pubTimestamp":1725006600,"share":"https://ttm.financial/m/news/1199859851?lang=&edition=fundamental","pubTime":"2024-08-30 16:30","market":"us","language":"en","title":"Alibaba Wins Beijing’s Approval in End to Years-Long Scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=1199859851","media":"Bloomberg","summary":"Antitrust watchdog says Alibaba has ceased monopolistic actsFallout from the crackdown years persists across the industrySigange for Alibaba Group Holding Ltd. in Beijing.Alibaba Group Holding Ltd. ha","content":"<html><head></head><body><ul style=\"\"><li><p>Antitrust watchdog says Alibaba has ceased monopolistic acts</p></li><li><p>Fallout from the crackdown years persists across the industry</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90f632e60084d6de77131df2574ce1ac\" alt=\"Sigange for Alibaba Group Holding Ltd. in Beijing.\" title=\"Sigange for Alibaba Group Holding Ltd. in Beijing.\" tg-width=\"2000\" tg-height=\"1334\"/><span>Sigange for Alibaba Group Holding Ltd. in Beijing.</span></p><p>Alibaba Group Holding Ltd. has secured the endorsement of China’s antitrust watchdog more than three years after a landmark probe into its online behavior, suggesting Beijing is keen to signal its support for the country’s giant internet sector.</p><p style=\"text-align: start;\">China’s e-commerce leader has ceased the monopolistic practices that prompted an investigation more than three years ago, the State Administration for Market Regulation said in a statement. It stopped forcing exclusive arrangements on merchants, improved services for shoppers and fostered competition among online platforms, the agency said. Alibaba’s shares rose more than 4% in pre-market trading in New York.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d6269a3faedc9cd8d6c49e0625c50606\" title=\"\" tg-width=\"874\" tg-height=\"616\"/></p><p>The official endorsement coincides with growing calls of support from Beijing for private firms and the technology industry, a chorus that’s grown louder as the country struggles to escape a post-Covid economic funk. Government officials have since 2023 signaled a softening in stance toward the private sector compared with 2020 and 2021, when a plethora of agencies launched regulatory crackdowns to curb the power of China’s internet leaders and their billionaire founders.</p><p>The antitrust regulator launched its probe into Alibaba in 2020 as one of the opening salvos in that broader campaign, which eventually encompassed sectors from ride-hailing to online education and commerce. Less than a year later, authorities slapped a record $2.8 billion fine on Alibaba after ruling it abused its market dominance.</p><p style=\"text-align: start;\">On Friday, the antitrust agency lauded “effective results” in Alibaba’s three-year rectification work, which it demanded when levying the fine. The regulator added it will guide Alibaba, continue to regulate its operations and help improve compliance.</p><p style=\"text-align: start;\">“This is a new beginning for Alibaba,” the company said in a statement. “In the future, we will continue to focus on innovation, adhere to compliance, increase investment in technology, promote the healthy development of the platform economy, and create more value for society.”</p><p style=\"text-align: start;\">The chilling effect of the crackdown years persists. Funding for new startups has slowed as entrepreneurs and investors, spooked by the intensity of that regulatory campaign, turn toward sectors such as chipmaking and AI that align with Beijing’s priorities. The once-free-wheeling industry has become more cautious about exploring growth initiatives, for fear of provoking fresh scrutiny.</p><p style=\"text-align: start;\">More immediately, the industry is grappling with flagging consumer spending.</p><p style=\"text-align: start;\">In the latest warning to global markets on the health of the Chinese economy, Temu-owner PDD Holdings Inc. on Monday surprised investors with an unusually gloomy outlook. Both PDD — which became a market darling with low-priced goods that helped propel business during China’s downturn — and Alibaba reported revenue that missed estimates.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Wins Beijing’s Approval in End to Years-Long Scrutiny</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\">\nAlibaba Wins Beijing’s Approval in End to Years-Long Scrutiny\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-30 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-30/alibaba-has-shed-monopolistic-practices-china-regulator-says><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Antitrust watchdog says Alibaba has ceased monopolistic actsFallout from the crackdown years persists across the industrySigange for Alibaba Group Holding Ltd. in Beijing.Alibaba Group Holding Ltd. ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-30/alibaba-has-shed-monopolistic-practices-china-regulator-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-30/alibaba-has-shed-monopolistic-practices-china-regulator-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199859851","content_text":"Antitrust watchdog says Alibaba has ceased monopolistic actsFallout from the crackdown years persists across the industrySigange for Alibaba Group Holding Ltd. in Beijing.Alibaba Group Holding Ltd. has secured the endorsement of China’s antitrust watchdog more than three years after a landmark probe into its online behavior, suggesting Beijing is keen to signal its support for the country’s giant internet sector.China’s e-commerce leader has ceased the monopolistic practices that prompted an investigation more than three years ago, the State Administration for Market Regulation said in a statement. It stopped forcing exclusive arrangements on merchants, improved services for shoppers and fostered competition among online platforms, the agency said. Alibaba’s shares rose more than 4% in pre-market trading in New York.The official endorsement coincides with growing calls of support from Beijing for private firms and the technology industry, a chorus that’s grown louder as the country struggles to escape a post-Covid economic funk. Government officials have since 2023 signaled a softening in stance toward the private sector compared with 2020 and 2021, when a plethora of agencies launched regulatory crackdowns to curb the power of China’s internet leaders and their billionaire founders.The antitrust regulator launched its probe into Alibaba in 2020 as one of the opening salvos in that broader campaign, which eventually encompassed sectors from ride-hailing to online education and commerce. Less than a year later, authorities slapped a record $2.8 billion fine on Alibaba after ruling it abused its market dominance.On Friday, the antitrust agency lauded “effective results” in Alibaba’s three-year rectification work, which it demanded when levying the fine. The regulator added it will guide Alibaba, continue to regulate its operations and help improve compliance.“This is a new beginning for Alibaba,” the company said in a statement. “In the future, we will continue to focus on innovation, adhere to compliance, increase investment in technology, promote the healthy development of the platform economy, and create more value for society.”The chilling effect of the crackdown years persists. Funding for new startups has slowed as entrepreneurs and investors, spooked by the intensity of that regulatory campaign, turn toward sectors such as chipmaking and AI that align with Beijing’s priorities. The once-free-wheeling industry has become more cautious about exploring growth initiatives, for fear of provoking fresh scrutiny.More immediately, the industry is grappling with flagging consumer spending.In the latest warning to global markets on the health of the Chinese economy, Temu-owner PDD Holdings Inc. on Monday surprised investors with an unusually gloomy outlook. Both PDD — which became a market darling with low-priced goods that helped propel business during China’s downturn — and Alibaba reported revenue that missed estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343692194242848,"gmtCreate":1724938727819,"gmtModify":1726124508203,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> If profit taking does not take place, it should go up.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> If profit taking does not take place, it should go up.&nbsp;","text":"$NVIDIA Corp(NVDA)$ If profit taking does not take place, it should go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343692194242848","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343505255117144,"gmtCreate":1724893187050,"gmtModify":1724893190541,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Keeping my fingers crossed!&nbsp;","listText":"Keeping my fingers crossed!&nbsp;","text":"Keeping my fingers crossed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343505255117144","repostId":"1167281015","repostType":4,"repost":{"id":"1167281015","pubTimestamp":1724891344,"share":"https://ttm.financial/m/news/1167281015?lang=&edition=fundamental","pubTime":"2024-08-29 08:29","market":"us","language":"en","title":"Nvidia’s CEO Says New Chip Will Have \"Lots and Lots\" of Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=1167281015","media":"Bloomberg","summary":"Company earlier reported snags in production of Blackwell lineHuang expects a ‘great next year’ after new chip arrivesNvidia Corp. Chief Executive Officer Jensen Huang, addressing concerns about the c","content":"<html><head></head><body><ul style=\"\"><li><p>Company earlier reported snags in production of Blackwell line</p></li><li><p>Huang expects a ‘great next year’ after new chip arrives</p></li></ul><p>Nvidia Corp. Chief Executive Officer Jensen Huang, addressing concerns about the company’s new Blackwell chips, said that supplies will be plentiful after manufacturing gains momentum.[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p>“We’re going to have lots and lots of supply, and we will be able to ramp,” he said Wednesday in an interview on Bloomberg Television. Samples of the chip are already going out “all over the world today,” and the company has started volume production.</p><p>The availability of the Blackwell chip, first announced earlier this year, has become a key focus for Nvidia investors and analysts. The product is a much-anticipated successor to the company’s Hopper line of so-called AI accelerators, which have sent its revenue and stock price soaring. But production challenges have raised concerns about delays.</p><p>Earlier, Nvidia disclosed that it had to revamp part of the manufacturing process. Even with the changes, the company expects to have billions of dollars of revenue from Blackwell in its fiscal fourth quarter.</p><p>Huang discussed the issue during Nvidia’s quarterly earnings call on Wednesday, when analysts pressed the CEO for more details about Blackwell revenue. When he declined to elaborate, it weighed on the stock in late trading. The shares fell more than 7%, despite Nvidia’s overall results and forecast topping analysts’ estimates.</p><p>Heading into the earnings report, analysts had expressed concerns that Blackwell problems might derail Nvidia’s rapid growth and even slow the spread of artificial intelligence.</p><p>Huang said on Bloomberg Television that he thought he was clear enough about Blackwell’s prospects. “Functionality of Blackwell is wonderful,” he said.</p><p>Beyond the revenue it will generate in the fourth quarter, which ends in January, “we will have a great next year as well,” Huang said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia’s CEO Says New Chip Will Have \"Lots and Lots\" of Supply</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s CEO Says New Chip Will Have \"Lots and Lots\" of Supply\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-28/nvidia-s-ceo-says-new-chip-will-have-lots-and-lots-of-supply?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company earlier reported snags in production of Blackwell lineHuang expects a ‘great next year’ after new chip arrivesNvidia Corp. Chief Executive Officer Jensen Huang, addressing concerns about the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-28/nvidia-s-ceo-says-new-chip-will-have-lots-and-lots-of-supply?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-28/nvidia-s-ceo-says-new-chip-will-have-lots-and-lots-of-supply?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167281015","content_text":"Company earlier reported snags in production of Blackwell lineHuang expects a ‘great next year’ after new chip arrivesNvidia Corp. Chief Executive Officer Jensen Huang, addressing concerns about the company’s new Blackwell chips, said that supplies will be plentiful after manufacturing gains momentum.[Live Playback: Nvidia FY2025Q2 Earnings Conference Call]“We’re going to have lots and lots of supply, and we will be able to ramp,” he said Wednesday in an interview on Bloomberg Television. Samples of the chip are already going out “all over the world today,” and the company has started volume production.The availability of the Blackwell chip, first announced earlier this year, has become a key focus for Nvidia investors and analysts. The product is a much-anticipated successor to the company’s Hopper line of so-called AI accelerators, which have sent its revenue and stock price soaring. But production challenges have raised concerns about delays.Earlier, Nvidia disclosed that it had to revamp part of the manufacturing process. Even with the changes, the company expects to have billions of dollars of revenue from Blackwell in its fiscal fourth quarter.Huang discussed the issue during Nvidia’s quarterly earnings call on Wednesday, when analysts pressed the CEO for more details about Blackwell revenue. When he declined to elaborate, it weighed on the stock in late trading. The shares fell more than 7%, despite Nvidia’s overall results and forecast topping analysts’ estimates.Heading into the earnings report, analysts had expressed concerns that Blackwell problems might derail Nvidia’s rapid growth and even slow the spread of artificial intelligence.Huang said on Bloomberg Television that he thought he was clear enough about Blackwell’s prospects. “Functionality of Blackwell is wonderful,” he said.Beyond the revenue it will generate in the fourth quarter, which ends in January, “we will have a great next year as well,” Huang said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339914697122160,"gmtCreate":1723991124475,"gmtModify":1723991129497,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"1. 13 2. 22 3. 6","listText":"1. 13 2. 22 3. 6","text":"1. 13 2. 22 3. 6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339914697122160","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335754502009176,"gmtCreate":1723009592742,"gmtModify":1723009596332,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> Im holding on and actually bought some when the plunge hit. Short holders will sell off but those who have holding powet should just ride the wave. Afterall, it has strong fundamentals and financials.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> Im holding on and actually bought some when the plunge hit. Short holders will sell off but those who have holding powet should just ride the wave. Afterall, it has strong fundamentals and financials.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Im holding on and actually bought some when the plunge hit. Short holders will sell off but those who have holding powet should just ride the wave. Afterall, it has strong fundamentals and financials.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335754502009176","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334674807566520,"gmtCreate":1722741148615,"gmtModify":1722741152977,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"I have been to Paris many times. Possibly been to most of the tourist sites there. However, I just love walking along the 1.8km CHAMPS-Elysees. It just let one feel the buzz of the romantic and historic city. I hope to go back to Provence and St Tropez and enjoy the beautiful countryside one day! Perhaps, the stock market may give me that chance to do so! So it needs to Roar! Roar!","listText":"I have been to Paris many times. Possibly been to most of the tourist sites there. However, I just love walking along the 1.8km CHAMPS-Elysees. It just let one feel the buzz of the romantic and historic city. I hope to go back to Provence and St Tropez and enjoy the beautiful countryside one day! Perhaps, the stock market may give me that chance to do so! So it needs to Roar! Roar!","text":"I have been to Paris many times. Possibly been to most of the tourist sites there. However, I just love walking along the 1.8km CHAMPS-Elysees. It just let one feel the buzz of the romantic and historic city. I hope to go back to Provence and St Tropez and enjoy the beautiful countryside one day! Perhaps, the stock market may give me that chance to do so! So it needs to Roar! Roar!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334674807566520","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328603488190552,"gmtCreate":1721264442237,"gmtModify":1721264446155,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I did actually at $120. I still believe in the fundamentals that Nvidia possesses The current downward trend is just a knee- jerk reaction to the recent political wind! Still great for long holders but obviously a sell-off by short holders!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> I did actually at $120. I still believe in the fundamentals that Nvidia possesses The current downward trend is just a knee- jerk reaction to the recent political wind! Still great for long holders but obviously a sell-off by short holders!&nbsp;","text":"$NVIDIA Corp(NVDA)$ I did actually at $120. I still believe in the fundamentals that Nvidia possesses The current downward trend is just a knee- jerk reaction to the recent political wind! Still great for long holders but obviously a sell-off by short holders!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328603488190552","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328121975828600,"gmtCreate":1721137904596,"gmtModify":1721137908943,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Let's hope it is on an upward trajectory for the rest of the year!&nbsp;","listText":"Let's hope it is on an upward trajectory for the rest of the year!&nbsp;","text":"Let's hope it is on an upward trajectory for the rest of the year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328121975828600","repostId":"1155308370","repostType":4,"repost":{"id":"1155308370","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721136600,"share":"https://ttm.financial/m/news/1155308370?lang=&edition=fundamental","pubTime":"2024-07-16 21:30","market":"us","language":"en","title":"U.S. Stocks Open Higher on Tuesday; Trump Media Drops 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155308370","media":"Tiger Newspress","summary":"U.S. Stocks Open Higher on Tuesday; Trump Media Drops 10%","content":"<html><head></head><body><p>US stocks rose on Tuesday, as investors saw reasons for optimism in the latest retail data and Bank of America’s stronger-than-expected earnings report.</p><p>Trump Media fell more than 10% after the company, which operates the Truth Social media platform, filed for the resale of nearly 38 million common shares after the stock market closed Monday. Trump Media stock finished with a gain Monday of 31% following an unsuccessful assassination attempt on former President Donald Trump over the weekend and as Trump formally was nominated as the official Republican presidential nominee.</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 Open Higher on Tuesday; Trump Media Drops 10%</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 Open Higher on Tuesday; Trump Media Drops 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-16 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stocks rose on Tuesday, as investors saw reasons for optimism in the latest retail data and Bank of America’s stronger-than-expected earnings report.</p><p>Trump Media fell more than 10% after the company, which operates the Truth Social media platform, filed for the resale of nearly 38 million common shares after the stock market closed Monday. Trump Media stock finished with a gain Monday of 31% following an unsuccessful assassination attempt on former President Donald Trump over the weekend and as Trump formally was nominated as the official Republican presidential nominee.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","DJT":"特朗普媒体科技集团",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155308370","content_text":"US stocks rose on Tuesday, as investors saw reasons for optimism in the latest retail data and Bank of America’s stronger-than-expected earnings report.Trump Media fell more than 10% after the company, which operates the Truth Social media platform, filed for the resale of nearly 38 million common shares after the stock market closed Monday. Trump Media stock finished with a gain Monday of 31% following an unsuccessful assassination attempt on former President Donald Trump over the weekend and as Trump formally was nominated as the official Republican presidential nominee.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326003191799976,"gmtCreate":1720614790833,"gmtModify":1720614804497,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326003191799976","repostId":"2450077215","repostType":2,"repost":{"id":"2450077215","pubTimestamp":1720579500,"share":"https://ttm.financial/m/news/2450077215?lang=&edition=fundamental","pubTime":"2024-07-10 10:45","market":"us","language":"en","title":"Amazon Launches Its Fourth-Generation Graviton4 Chip as Competition Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=2450077215","media":"Yahoo Finance","summary":"Amazon Web Services (AWS) is launching its fourth-generation Graviton processor, the Graviton4 chip, the company shared exclusively with Yahoo Finance.The new chip promises to deliver substantial impr","content":"<html><head></head><body><p>Amazon Web Services (AWS) is launching its fourth-generation Graviton processor, the Graviton4 chip, the company shared exclusively with Yahoo Finance. </p><p>The new chip promises to deliver substantial improvements in performance and efficiency, including three times the compute power and memory of its predecessor, 75% more memory bandwidth, and 30% better performance, according to Rahul Kulkarni, Amazon’s lead product manager for artificial intelligence infrastructure.</p><p>“Collectively it&#39;s delivering more price performance, which means for every dollar spent, you get a lot more performance,” Kulkarni shared with Yahoo Finance at Amazon’s chips lab in Austin, Texas.</p><p>Demand for chips is growing as semiconductors continue to play a vital role in the global economy, powering nearly everything we use. The industry is currently valued at $544 billion and is expected to exceed $1 trillion by 2033, driven by increasing demand for AI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c77a52f38d5acd1955161b13cd9e8b3f\" tg-width=\"791\" tg-height=\"595\"/></p><p>As a result, hyperscalers such as Amazon, Apple, Alphabet, and Microsoft are creating custom chips to meet their specific needs, cut costs, and offer customers more affordable options. </p><p>&#34;All of these companies are spending a lot of money on developing chips,&#34; said Patrick Moorhead, who spent over a decade as a vice president at AMD. &#34;They won&#39;t talk about how much they&#39;re investing, but they have these giant R&amp;D budgets.&#34;</p><p>Nvidia (NVDA) remains the dominant player in the AI chips market, with more than 80% share of the market for graphics processing units (GPUs). But there is enough demand to support multiple competitors, according to Moorhead, who currently serves as CEO and chief analyst at Moor Insights &amp; Strategy.</p><p>Although the Graviton4 chip is not an AI chip, it supports AWS&#39;s Inferentia and Trainium chips, which are focused on the technology. Trainium competes directly with Nvidia&#39;s AI chips, which are considered the fastest and most powerful in the market.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa515901f6d1bb8d6e576899a234f1ad\" tg-width=\"795\" tg-height=\"594\"/></p><p>However, AWS&#39;s goal is not to unseat Nvidia, Kulkarni emphasized. Instead, the cloud service provider hopes to offer a viable alternative for customers focused on price performance, which they hope will allow them to take a profitable slice of the rapidly expanding AI-driven chips market.</p><p>&#34;Right now, if a customer is more focused on time to market, Nvidia-based products that we offer are a great option,&#34; Kulkarni said. &#34;There are customers for whom cost becomes a very prohibitive aspect of running their business. If they want to do more cost-optimized AI workloads like training or inference, then our Inferentia and Trainium products become a great alternative.&#34;</p><h2 id=\"id_1757732212\">How Amazon keeps development costs down</h2><p>In addition to buying chips from makers like Nvidia, AMD, and Intel, Amazon also designs its own chips in-house. AWS currently offers two main types of chips: those designed for AI and those made for general purposes, like the Graviton4. </p><p>In a rare look at AWS&#39;s lab, Yahoo Finance saw AWS engineers solder and test chip designs, using software to look for performance issues and fix them on site. </p><p>It&#39;s one way the company says it drives down development costs.</p><p>“We can tune the product, tune this silicon, to just focus on things that really matter for customer workloads,” said Kulkarni.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/408010ac31a14f47f28278bf62ab0347\" alt=\"Inside Amazon Web Services&#39; chip-testing lab. (Yahoo Finance)\" title=\"Inside Amazon Web Services&#39; chip-testing lab. (Yahoo Finance)\" tg-width=\"1116\" tg-height=\"928\"/><span>Inside Amazon Web Services&#39; chip-testing lab. (Yahoo Finance)</span></p><p> AWS has not disclosed specific pricing details for the Graviton4, but the processors are rented at $0.02845 per second of compute power. This price-performance ratio is crucial for AWS, as it uses its proprietary chips to power its cloud infrastructure and servers.</p><p>&#34;AWS customers can use Graviton4 to cut their bill for IT in half,&#34; said Moorhead, who currently serves as CEO and chief analyst at Moor Insights &amp; Strategy.</p><p>It’s not just about providing chips to customers — AWS&#39;s chips strategy is also about using all of its chip offerings to power its own efforts, including a new large language model, a potential rival to OpenAI’s ChatGPT.</p><p>Moorhead noted that while the development of chips is expensive, it can lead to substantial savings in the long run.</p><p>&#34;Let&#39;s say you can save $200 a chip, and you&#39;re buying a million of them a year,&#34; Moorhead said. &#34;That adds up, and that&#39;s a lot of money that you can pour in to do that.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb38698bb905de8197daa099dbb10631\" alt=\"Attendees walk through an expo hall at AWS re:Invent 2023, a conference hosted by Amazon Web Services, on Wednesday, Nov. 29, 2023, in Las Vegas. (Noah Berger/Amazon Web Services via AP Images)\" title=\"Attendees walk through an expo hall at AWS re:Invent 2023, a conference hosted by Amazon Web Services, on Wednesday, Nov. 29, 2023, in Las Vegas. (Noah Berger/Amazon Web Services via AP Images)\" tg-width=\"5381\" tg-height=\"3588\"/><span>Attendees walk through an expo hall at AWS re:Invent 2023, a conference hosted by Amazon Web Services, on Wednesday, Nov. 29, 2023, in Las Vegas. (Noah Berger/Amazon Web Services via AP Images)</span></p><p>For investors, earnings expectations from chip development may impact company profits more than actual chip production. As AWS looks to carve out its niche by designing, testing, and validating its chips, analysts have noticed the company&#39;s growing influence in the semiconductor space. </p><p>Analyst earnings expectations are higher for Amazon than for Microsoft or Alphabet, and the profit margins for AWS alone reached 38% in the first quarter of 2024.</p><p>&#34;AWS has a lot of credibility in the semiconductor space,&#34; Moorhead said. &#34;Ten years ago, I had questions about how a company like this could do chips when you have companies investing multiple billions of dollars to do that. But they are very good at it.&#34;</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Launches Its Fourth-Generation Graviton4 Chip as Competition Intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Launches Its Fourth-Generation Graviton4 Chip as Competition Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-10 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amazon-launches-its-fourth-generation-graviton4-chip-as-competition-intensifies-200633908.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon Web Services (AWS) is launching its fourth-generation Graviton processor, the Graviton4 chip, the company shared exclusively with Yahoo Finance. The new chip promises to deliver substantial ...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-launches-its-fourth-generation-graviton4-chip-as-competition-intensifies-200633908.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4534":"瑞士信贷持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4535":"淡马锡持仓","BK4543":"AI","BK4538":"云计算","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4512":"苹果概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4549":"软银资本持仓","AMZN":"亚马逊","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://finance.yahoo.com/news/amazon-launches-its-fourth-generation-graviton4-chip-as-competition-intensifies-200633908.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450077215","content_text":"Amazon Web Services (AWS) is launching its fourth-generation Graviton processor, the Graviton4 chip, the company shared exclusively with Yahoo Finance. The new chip promises to deliver substantial improvements in performance and efficiency, including three times the compute power and memory of its predecessor, 75% more memory bandwidth, and 30% better performance, according to Rahul Kulkarni, Amazon’s lead product manager for artificial intelligence infrastructure.“Collectively it's delivering more price performance, which means for every dollar spent, you get a lot more performance,” Kulkarni shared with Yahoo Finance at Amazon’s chips lab in Austin, Texas.Demand for chips is growing as semiconductors continue to play a vital role in the global economy, powering nearly everything we use. The industry is currently valued at $544 billion and is expected to exceed $1 trillion by 2033, driven by increasing demand for AI.As a result, hyperscalers such as Amazon, Apple, Alphabet, and Microsoft are creating custom chips to meet their specific needs, cut costs, and offer customers more affordable options. \"All of these companies are spending a lot of money on developing chips,\" said Patrick Moorhead, who spent over a decade as a vice president at AMD. \"They won't talk about how much they're investing, but they have these giant R&D budgets.\"Nvidia (NVDA) remains the dominant player in the AI chips market, with more than 80% share of the market for graphics processing units (GPUs). But there is enough demand to support multiple competitors, according to Moorhead, who currently serves as CEO and chief analyst at Moor Insights & Strategy.Although the Graviton4 chip is not an AI chip, it supports AWS's Inferentia and Trainium chips, which are focused on the technology. Trainium competes directly with Nvidia's AI chips, which are considered the fastest and most powerful in the market.However, AWS's goal is not to unseat Nvidia, Kulkarni emphasized. Instead, the cloud service provider hopes to offer a viable alternative for customers focused on price performance, which they hope will allow them to take a profitable slice of the rapidly expanding AI-driven chips market.\"Right now, if a customer is more focused on time to market, Nvidia-based products that we offer are a great option,\" Kulkarni said. \"There are customers for whom cost becomes a very prohibitive aspect of running their business. If they want to do more cost-optimized AI workloads like training or inference, then our Inferentia and Trainium products become a great alternative.\"How Amazon keeps development costs downIn addition to buying chips from makers like Nvidia, AMD, and Intel, Amazon also designs its own chips in-house. AWS currently offers two main types of chips: those designed for AI and those made for general purposes, like the Graviton4. In a rare look at AWS's lab, Yahoo Finance saw AWS engineers solder and test chip designs, using software to look for performance issues and fix them on site. It's one way the company says it drives down development costs.“We can tune the product, tune this silicon, to just focus on things that really matter for customer workloads,” said Kulkarni.Inside Amazon Web Services' chip-testing lab. (Yahoo Finance) AWS has not disclosed specific pricing details for the Graviton4, but the processors are rented at $0.02845 per second of compute power. This price-performance ratio is crucial for AWS, as it uses its proprietary chips to power its cloud infrastructure and servers.\"AWS customers can use Graviton4 to cut their bill for IT in half,\" said Moorhead, who currently serves as CEO and chief analyst at Moor Insights & Strategy.It’s not just about providing chips to customers — AWS's chips strategy is also about using all of its chip offerings to power its own efforts, including a new large language model, a potential rival to OpenAI’s ChatGPT.Moorhead noted that while the development of chips is expensive, it can lead to substantial savings in the long run.\"Let's say you can save $200 a chip, and you're buying a million of them a year,\" Moorhead said. \"That adds up, and that's a lot of money that you can pour in to do that.\"Attendees walk through an expo hall at AWS re:Invent 2023, a conference hosted by Amazon Web Services, on Wednesday, Nov. 29, 2023, in Las Vegas. (Noah Berger/Amazon Web Services via AP Images)For investors, earnings expectations from chip development may impact company profits more than actual chip production. As AWS looks to carve out its niche by designing, testing, and validating its chips, analysts have noticed the company's growing influence in the semiconductor space. Analyst earnings expectations are higher for Amazon than for Microsoft or Alphabet, and the profit margins for AWS alone reached 38% in the first quarter of 2024.\"AWS has a lot of credibility in the semiconductor space,\" Moorhead said. \"Ten years ago, I had questions about how a company like this could do chips when you have companies investing multiple billions of dollars to do that. But they are very good at it.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324458712051888,"gmtCreate":1720243057668,"gmtModify":1720243061432,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Profit-taking. Not alarming.&nbsp;","listText":"Profit-taking. Not alarming.&nbsp;","text":"Profit-taking. Not alarming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324458712051888","repostId":"1144117469","repostType":4,"repost":{"id":"1144117469","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1720236394,"share":"https://ttm.financial/m/news/1144117469?lang=&edition=fundamental","pubTime":"2024-07-06 11:26","market":"us","language":"en","title":"Jeff Bezos Sells $333.1 Million in Amazon Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1144117469","media":"Tiger Newspress","summary":"Jeff Bezos, the founder and former CEO of Amazon, sold 1.66 million shares of common stock on Jul 2, 3, 2024 at an average price of $200.0724 for a total value of $333.1 million.","content":"<html><head></head><body><p>Jeff Bezos, the founder and former CEO of Amazon, sold 1.66 million shares of common stock on Jul 2, 3, 2024 at an average price of $200.0724 for a total value of $333.1 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f03e2641b683f8227245f93dd4cc510\" tg-width=\"1264\" tg-height=\"955\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jeff Bezos Sells $333.1 Million in Amazon Shares</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\">\nJeff Bezos Sells $333.1 Million in Amazon Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-06 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jeff Bezos, the founder and former CEO of Amazon, sold 1.66 million shares of common stock on Jul 2, 3, 2024 at an average price of $200.0724 for a total value of $333.1 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f03e2641b683f8227245f93dd4cc510\" tg-width=\"1264\" tg-height=\"955\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144117469","content_text":"Jeff Bezos, the founder and former CEO of Amazon, sold 1.66 million shares of common stock on Jul 2, 3, 2024 at an average price of $200.0724 for a total value of $333.1 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324458188247088,"gmtCreate":1720242989653,"gmtModify":1720242998026,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"A balanced article. Good read and factors for thought. Ty","listText":"A balanced article. Good read and factors for thought. Ty","text":"A balanced article. Good read and factors for thought. Ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324458188247088","repostId":"2448441523","repostType":2,"repost":{"id":"2448441523","pubTimestamp":1720149164,"share":"https://ttm.financial/m/news/2448441523?lang=&edition=fundamental","pubTime":"2024-07-05 11:12","market":"us","language":"en","title":"Nvidia: Despite Red Flags, It's Going Much Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2448441523","media":"seekingalpha","summary":"Nvidia is the dominant chip leader (GPUs), benefiting from massive megatrends (i.e. the great cloud migration and AI). It has massive long-term upside.However, there are glaring \"red flags\" investors ","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia is the dominant chip leader (GPUs), benefiting from massive megatrends (i.e. the great cloud migration and AI). It has massive long-term upside.</p></li><li><p>However, there are glaring &#34;red flags&#34; investors need to consider (we share four big ones).</p></li><li><p>After reviewing Nvidia&#39;s business, growth, market opportunity, valuation, moat, and red flags, we conclude with our strong opinion on investing.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8271f5218e30171f478337709702edd\" tg-width=\"750\" tg-height=\"500\"/></p><p>Nvidia: Despite 4 Red Flags, It&#39;s Going MUCH Higher</p><p>JHVEPhoto</p><p>NVIDIA (NASDAQ:NVDA) is the dominant semiconductor leader, powering explosive megatrend growth in the great cloud migration and now artificial intelligence. And these truly massive megatrends are not coming to an end anytime soon. However, there are multiple glaring “red flags” for Nvidia. In this report, we review the business, growth, market size, current valuation, moat and then four massive red flags investors need to consider. We conclude with our strong opinion on investing.</p><h2 id=\"id_1024302270\">Nvidia Overview: The Leader in GPUs</h2><p>Nvidia is the industry leader in graphics processing units (GPUs). GPUs were originally used for video gaming (because of their superiority vs. traditional non-parallel processing computer processing units (CPUs)) but have proven invaluable in data centers now processing massive amounts of data from the cloud and recently accelerated dramatically by the compute demands of artificial intelligence (i.e., technological breakthroughs in large language models). When it comes to data centers and AI, Nvidia is the clear and dominant leader.</p><h2 id=\"id_1888119940\">Business Segments and Growth</h2><p>For perspective on Nvidia’s massive recent growth, here&#39;s a look at its revenue growth between fiscal year 2023 and 2024. And then compared to the continuing high growth so far in fiscal year 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41e5589a3c5126c507b043e2ab51f0d9\" tg-width=\"640\" tg-height=\"460\"/></p><p>Nvidia Investor Presentation</p><p>Nvidia’s high growth has been so impressive that the company’s valuation (market cap) has exploded to more than $3 trillion, ranking it among the top three US companies (Apple (AAPL) and Microsoft (MSFT) are the other two), and making Nvidia the single largest US company (depending on the day and stock price movements). <a href=\"https://laohu8.com/S/RDR.SI\">Incredible</a>, especially for a company that a lot of people on Main Street who have just recently learned about the company for the first time.</p><p>And to add a little more perspective to Nvidia’s growth, you can see operating income per its main business segments, below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/248cdae9814cce74750b208aa91dd254\" tg-width=\"640\" tg-height=\"471\"/></p><p>Nvidia Investor Presentation</p><p>As you can see above, it&#39;s Nvidia’s Data Center segment (i.e., “the cloud”) that&#39;s the largest and that has grown the most rapidly since the first quarter of fiscal year 2022. And perhaps most jaw dropping is Nvidia’s insane growth in free cash flow in the last two years (impressive).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a1689f730f589624de2d4e1a0c361b42\" tg-width=\"640\" tg-height=\"479\"/></p><p>Nvidia Investor Presentation</p><h2 id=\"id_3022501874\">Total Addressable Market (TAM):</h2><p>And if you&#39;re wondering whether or not Nvidia can keep growing (after its recent historic climb), the answer is a resounding long-term yes —as evidenced by the massive $1 trillion TAM opportunity (see table below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bb244f7b3503fdf58dd8816a30fb73a1\" tg-width=\"640\" tg-height=\"325\"/></p><p>Nvidia Investor Presentation</p><p>Nvidia’s total revenue for fiscal year 2024 was a whopping $60.9 billion (see earlier chart), but that amount is exceeded by the opportunity that exists in gaming alone (see chart above), as well as Data Center Systems, Enterprise Cloud, Autonomous Machines and more (all separately, and collectively the potential is even more). Nvidia has the potential to keep growing rapidly for many years into the future.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73222492f76d15b1b57d4dda7f4e5a0f\" tg-width=\"1216\" tg-height=\"732\"/></p><p>market.us</p><p>And as a side note, worth mentioning, Nvidia’s parallel processing has also expanded into crypto mining (an industry that could have continued high growth), not to mention the potential for yet-to-be discovered future initiatives and use cases for Nvidia’s chips. The market opportunity is massive, growing and not going away.</p><h2 id=\"id_3044321506\">Valuation</h2><p>Just because Nvidia’s stock price is up so much, that doesn’t mean the growth is over. To the contrary, Nvidia still trades at a very low valuation, depending on what multiples you look at and who you talk to. For example, as you can see in the table below, Nvidia’s forward PEG ratio (price/earnings to growth) is even lower (more attractive) than other top companies, like Apple, Amazon (AMZN) Google (GOOG) (GOOGL) and Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2255a9004beec7cdbba872e57a037819\" tg-width=\"640\" tg-height=\"282\"/></p><p>StockRover</p><p>(MSFT) (AAPL) (TSLA) (AVGO) (QCOM) (MU) (SMCI) (MPWR) (PSTG)</p><p>Some investors will argue Nvidia is simply too expensive on a traditional price-to-earnings multiple (72.1x P/E, 45.6x Fwd P/E), but Nvidia isn’t exactly your granddad’s blue-chip slow-growth dividend stock (we’re not talking about some boring utility stock here).</p><p>Nonetheless, Nvidia does have extraordinary financial health. For example, we saw the powerful free cash flow generation earlier, and the company held $31.4 billion in cash and investments as of last quarter (with only $9.7 billion in total debt, short and long term, combined). And its margins (see earlier chart) are astounding (i.e., a 43% net margins are extremely impressive).</p><p>Nvidia’s financial strength will allow it to fund growth, potential acquisitions, and continuing shareholder cash returns (mainly through share repurchases, but the company does also maintain a very minimal dividend too).</p><h2 id=\"id_3184238456\">Nvidia’s Competitive Advantages (Moat):</h2><p><strong>Superior GPUs</strong>: For starters, Nvidia’s competitive advantage stems from its superior GPUs. Others have attempted to compete on the GPU front (mainly AMD (AMD) as well as Intel (INTC)), but they have fallen short so far. Big tech companies have also attempted to create in-house chips, but have not yet had much success as compared to Nvidia GPUs.</p><p><strong>First-Mover Advantage</strong>: Nvidia also has a first mover advantage as developers are familiar with Nvidia, making it harder for new entrants to compete. There are also switching costs associated with alternative chips. Nvidia chips are the gold standard (and basically a necessity) for data centers and AI, and Nvidia chips remain in high demand from industry giants like Microsoft, Meta and Google (more on these customers later). Also, Tesla recently switched from its own internal chips to a massive cluster of Nvidia H100 AI chips for its autonomous-driving initiatives (in a sign of Nvidia’s strong competitive advantage).</p><p><strong>Cuda Software</strong>: Nvidia developed its Cuda software platform early on, which helps developers build with Nvidia chips. So even if AMD develops a competitive GPU, the switching costs (away from Cuda) for developers would be great and thereby widen Nvidia’s advantage (&#34;moat&#34;) over competitors.</p><p><strong>Jensen Huang</strong>: Nvidia’s founder/CEO, Jensen Huang, has driven the company’s success. And he appears to have zero desire to step down (a good thing). According to a Business Insider article:</p><blockquote><p><em>At an age when some billionaire tech founders step away from the stress of leading big companies, the 58-year-old Jensen Huang (he is now 61), Nvidia&#39;s CEO, isn&#39;t thinking about retirement anytime soon. Bill Gates left the day-to-day operations at Microsoft at 52, and Jeff Bezos just retired from atop Amazon at 57.</em></p></blockquote><p>Jensen Huang is an absolute competitive advantage for Nvidia, but even if he were to step down, the company has already built such a lead and competitive advantages that the high long-term growth trajectory would be hard to disrupt, especially considering the cloud and AI megatrends have so much more room to run.</p><h2 id=\"id_3325832092\">Red Flags (Big Risks):</h2><p>Despite all of the truly impressive things Nvidia has going on, there are red flags that investors should consider.</p><h2 id=\"id_3618873175\">Customer Concentration</h2><p>Have you ever wondered who is spending all the money behind Nvidia’s massive revenue growth? The answer is the only entities that are capable of spending that much—big tech. Big tech is building cloud and AI infrastructure to support the needs of its public and private (government) customers.</p><p>For example, a single customer made up 19% of its total revenue in fiscal year 2024. UBS says it’s Microsoft. And according to the same article, Bloomberg data estimates that is followed by <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) at 13% of revenue, Amazon at 6% of revenue, and Alphabet at about 6% of revenue too.</p><p>Nvidia discloses in its annual report “risk factors”:</p><blockquote><p><em>We receive a significant amount of our revenue from a limited number of customers…</em></p><p><em>One indirect customer which primarily purchases our products through system integrators and distributors, including through Customer A, is estimated to have represented approximately 19% of total revenue for fiscal year 2024, Compute and Networking segment.</em></p></blockquote><p>If any large customers pullback significantly on chip spending, that can have a very negative impact on Nvidia’s business and share price.</p><h2 id=\"id_143133746\">Cyclicality: A History of Big Declines</h2><p>Despite the market’s current love affair with Nvidia, chip stocks have a history of big price declines. For example, since 2000, Nvidia shares have declined more than 50% four times.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b73a932675e54eba5aba668c3b5cb7f\" tg-width=\"640\" tg-height=\"345\"/></p><p>YCharts</p><p>And this most recent upcycle has been driven by big tech customer spending. For example, Meta shares declined after its previous earnings announcement because the market was not pleased with CEO Mark Zuckerberg’s enormous spending on Nvidia chips. Zuckerberg is trying to get ahead of demand, and it seems unreasonable to believe he will continue this massive level of spending (on Nvidia chips) quarter after quarter.</p><p>And realistically, there aren’t any other large customers that can step in and fill the future chip purchasing void when big tech takes a break to implement strategies using the Nvidia chips they’ve already purchased. Generally speaking, even 100 large cap companies (say $12 billion market cap each) can’t make up for one Meta ($1.3 trillion market cap).</p><p>According to the risk disclosures (emphasis ours) in Nvidia’s annual report:</p><blockquote><p><em>Failure to estimate customer demand accurately has led and could lead to mismatches between supply and demand. We use third parties to manufacture and assemble our products, and we have long manufacturing lead times. We are not provided guaranteed wafer, component and capacity supply, and our supply deliveries and production may be non-linear within a quarter or year. If our estimates of customer demand are inaccurate, as we have experienced in the past, there could be a significant mismatch between supply and demand. This mismatch has resulted in both product shortages and excess inventory, has varied across our market platforms, and </em><strong><em>has significantly harmed our financial results</em></strong><em>.</em></p></blockquote><h2 id=\"id_4101219925\">Tough Financial Comparisons and Growth Assumptions</h2><p>When Wall Street analysts determine share price targets for high-growth companies, the most impactful factor is their future growth assumptions. Even a small change to these assumptions can have a dramatic impact on their company valuations. According to Nvidia’s annual report:</p><blockquote><p><em>Our operating results have in the past fluctuated and may in the future fluctuate, and if our operating results are below the expectations of securities analysts or investors, our stock price could decline.</em></p></blockquote><p>In the quarters ahead, Nvidia will face extremely difficult historical revenue comparisons. As a business, Nvidia still has massive long-term growth, but to believe they can maintain the recent high revenue growth numbers consistently, quarter after quarter, is unrealistic. Wall Street analysts can be pretty smart and clever, but they don’t have working crystal balls. And if Nvidia disappoints, even by just a small amount, as compared to recent historical comparison numbers and estimates, the shares can get very volatile (to the downside) fast.</p><h2 id=\"id_1438614354\">Macroeconomic Risks:</h2><p>Macroeconomic factors could have a significant negative impact on Nvidia. For example:</p><ul style=\"\"><li><p><strong>Third-Party Suppliers</strong>: Nvidia depends on third-party suppliers and manufacturers, and they cannot control their quantity, quality, and delivery schedules. In fact, most of Nvidia’s chip production is completed by Taiwan Semiconductor (TSM) at their Taiwan-based factories.</p></li><li><p><strong>Geopolitics</strong>: Nvidia chips are critically important to the functioning of the global economy (to the level that significant disruption poses a national security risk). And any geopolitical disruption (for example, tensions with China over Taiwan) could have a very negative impact on business. As another (smaller) example, recent export control measures blocked the passage of Nvidia products and services into Russia, Belarus, and certain regions of Ukraine.</p></li></ul><ul style=\"\"><li><p><strong>AI Restrictions</strong>: According to Nvidia’s annual report: “The increasing focus on the risks and strategic importance of AI technologies has resulted in regulatory restrictions that target products and services capable of enabling or facilitating AI and may in the future result in additional restrictions impacting some or all of our product and service offerings.” Potential AI restrictions pose a significant risk to Nvidia.</p></li></ul><h2 id=\"id_1819768219\">Conclusion</h2><p>We believe Nvidia shares will be trading dramatically higher at some point in the future. Specifically, its leadership position is just too great, and the cloud and AI megatrends are just too powerful. Despite the risks, over the next decade, Nvidia shares are going much higher.</p><p>In the near term, the shares are volatile. And depending on your personal situation, it could be in your best interest to stay the heck away. At the very least, now is a good time to consider rebalancing your portfolio, especially if Nvidia’s weight has ballooned. Yet for others, the best policy is to simply let your winners run.</p><p>At the end of the day, you need to do what is right for you, based on your own personal situation. Disciplined, goal-focused, long-term investing continues to be a winning strategy.</p></body></html>","source":"seekingalpha","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: Despite Red Flags, It's Going Much Higher</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: Despite Red Flags, It's Going Much Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-05 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4702112-nvidia-despite-red-flags-its-going-much-higher><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is the dominant chip leader (GPUs), benefiting from massive megatrends (i.e. the great cloud migration and AI). It has massive long-term upside.However, there are glaring \"red flags\" investors ...</p>\n\n<a href=\"https://seekingalpha.com/article/4702112-nvidia-despite-red-flags-its-going-much-higher\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","BK4554":"元宇宙及AR概念","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4553":"喜马拉雅资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4555":"新能源车","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4559":"巴菲特持仓","BK4543":"AI","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4550":"红杉资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","NVDA":"英伟达","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4549":"软银资本持仓"},"source_url":"https://seekingalpha.com/article/4702112-nvidia-despite-red-flags-its-going-much-higher","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2448441523","content_text":"Nvidia is the dominant chip leader (GPUs), benefiting from massive megatrends (i.e. the great cloud migration and AI). It has massive long-term upside.However, there are glaring \"red flags\" investors need to consider (we share four big ones).After reviewing Nvidia's business, growth, market opportunity, valuation, moat, and red flags, we conclude with our strong opinion on investing.Nvidia: Despite 4 Red Flags, It's Going MUCH HigherJHVEPhotoNVIDIA (NASDAQ:NVDA) is the dominant semiconductor leader, powering explosive megatrend growth in the great cloud migration and now artificial intelligence. And these truly massive megatrends are not coming to an end anytime soon. However, there are multiple glaring “red flags” for Nvidia. In this report, we review the business, growth, market size, current valuation, moat and then four massive red flags investors need to consider. We conclude with our strong opinion on investing.Nvidia Overview: The Leader in GPUsNvidia is the industry leader in graphics processing units (GPUs). GPUs were originally used for video gaming (because of their superiority vs. traditional non-parallel processing computer processing units (CPUs)) but have proven invaluable in data centers now processing massive amounts of data from the cloud and recently accelerated dramatically by the compute demands of artificial intelligence (i.e., technological breakthroughs in large language models). When it comes to data centers and AI, Nvidia is the clear and dominant leader.Business Segments and GrowthFor perspective on Nvidia’s massive recent growth, here's a look at its revenue growth between fiscal year 2023 and 2024. And then compared to the continuing high growth so far in fiscal year 2025.Nvidia Investor PresentationNvidia’s high growth has been so impressive that the company’s valuation (market cap) has exploded to more than $3 trillion, ranking it among the top three US companies (Apple (AAPL) and Microsoft (MSFT) are the other two), and making Nvidia the single largest US company (depending on the day and stock price movements). Incredible, especially for a company that a lot of people on Main Street who have just recently learned about the company for the first time.And to add a little more perspective to Nvidia’s growth, you can see operating income per its main business segments, below.Nvidia Investor PresentationAs you can see above, it's Nvidia’s Data Center segment (i.e., “the cloud”) that's the largest and that has grown the most rapidly since the first quarter of fiscal year 2022. And perhaps most jaw dropping is Nvidia’s insane growth in free cash flow in the last two years (impressive).Nvidia Investor PresentationTotal Addressable Market (TAM):And if you're wondering whether or not Nvidia can keep growing (after its recent historic climb), the answer is a resounding long-term yes —as evidenced by the massive $1 trillion TAM opportunity (see table below).Nvidia Investor PresentationNvidia’s total revenue for fiscal year 2024 was a whopping $60.9 billion (see earlier chart), but that amount is exceeded by the opportunity that exists in gaming alone (see chart above), as well as Data Center Systems, Enterprise Cloud, Autonomous Machines and more (all separately, and collectively the potential is even more). Nvidia has the potential to keep growing rapidly for many years into the future.market.usAnd as a side note, worth mentioning, Nvidia’s parallel processing has also expanded into crypto mining (an industry that could have continued high growth), not to mention the potential for yet-to-be discovered future initiatives and use cases for Nvidia’s chips. The market opportunity is massive, growing and not going away.ValuationJust because Nvidia’s stock price is up so much, that doesn’t mean the growth is over. To the contrary, Nvidia still trades at a very low valuation, depending on what multiples you look at and who you talk to. For example, as you can see in the table below, Nvidia’s forward PEG ratio (price/earnings to growth) is even lower (more attractive) than other top companies, like Apple, Amazon (AMZN) Google (GOOG) (GOOGL) and Microsoft.StockRover(MSFT) (AAPL) (TSLA) (AVGO) (QCOM) (MU) (SMCI) (MPWR) (PSTG)Some investors will argue Nvidia is simply too expensive on a traditional price-to-earnings multiple (72.1x P/E, 45.6x Fwd P/E), but Nvidia isn’t exactly your granddad’s blue-chip slow-growth dividend stock (we’re not talking about some boring utility stock here).Nonetheless, Nvidia does have extraordinary financial health. For example, we saw the powerful free cash flow generation earlier, and the company held $31.4 billion in cash and investments as of last quarter (with only $9.7 billion in total debt, short and long term, combined). And its margins (see earlier chart) are astounding (i.e., a 43% net margins are extremely impressive).Nvidia’s financial strength will allow it to fund growth, potential acquisitions, and continuing shareholder cash returns (mainly through share repurchases, but the company does also maintain a very minimal dividend too).Nvidia’s Competitive Advantages (Moat):Superior GPUs: For starters, Nvidia’s competitive advantage stems from its superior GPUs. Others have attempted to compete on the GPU front (mainly AMD (AMD) as well as Intel (INTC)), but they have fallen short so far. Big tech companies have also attempted to create in-house chips, but have not yet had much success as compared to Nvidia GPUs.First-Mover Advantage: Nvidia also has a first mover advantage as developers are familiar with Nvidia, making it harder for new entrants to compete. There are also switching costs associated with alternative chips. Nvidia chips are the gold standard (and basically a necessity) for data centers and AI, and Nvidia chips remain in high demand from industry giants like Microsoft, Meta and Google (more on these customers later). Also, Tesla recently switched from its own internal chips to a massive cluster of Nvidia H100 AI chips for its autonomous-driving initiatives (in a sign of Nvidia’s strong competitive advantage).Cuda Software: Nvidia developed its Cuda software platform early on, which helps developers build with Nvidia chips. So even if AMD develops a competitive GPU, the switching costs (away from Cuda) for developers would be great and thereby widen Nvidia’s advantage (\"moat\") over competitors.Jensen Huang: Nvidia’s founder/CEO, Jensen Huang, has driven the company’s success. And he appears to have zero desire to step down (a good thing). According to a Business Insider article:At an age when some billionaire tech founders step away from the stress of leading big companies, the 58-year-old Jensen Huang (he is now 61), Nvidia's CEO, isn't thinking about retirement anytime soon. Bill Gates left the day-to-day operations at Microsoft at 52, and Jeff Bezos just retired from atop Amazon at 57.Jensen Huang is an absolute competitive advantage for Nvidia, but even if he were to step down, the company has already built such a lead and competitive advantages that the high long-term growth trajectory would be hard to disrupt, especially considering the cloud and AI megatrends have so much more room to run.Red Flags (Big Risks):Despite all of the truly impressive things Nvidia has going on, there are red flags that investors should consider.Customer ConcentrationHave you ever wondered who is spending all the money behind Nvidia’s massive revenue growth? The answer is the only entities that are capable of spending that much—big tech. Big tech is building cloud and AI infrastructure to support the needs of its public and private (government) customers.For example, a single customer made up 19% of its total revenue in fiscal year 2024. UBS says it’s Microsoft. And according to the same article, Bloomberg data estimates that is followed by Meta Platforms (META) at 13% of revenue, Amazon at 6% of revenue, and Alphabet at about 6% of revenue too.Nvidia discloses in its annual report “risk factors”:We receive a significant amount of our revenue from a limited number of customers…One indirect customer which primarily purchases our products through system integrators and distributors, including through Customer A, is estimated to have represented approximately 19% of total revenue for fiscal year 2024, Compute and Networking segment.If any large customers pullback significantly on chip spending, that can have a very negative impact on Nvidia’s business and share price.Cyclicality: A History of Big DeclinesDespite the market’s current love affair with Nvidia, chip stocks have a history of big price declines. For example, since 2000, Nvidia shares have declined more than 50% four times.YChartsAnd this most recent upcycle has been driven by big tech customer spending. For example, Meta shares declined after its previous earnings announcement because the market was not pleased with CEO Mark Zuckerberg’s enormous spending on Nvidia chips. Zuckerberg is trying to get ahead of demand, and it seems unreasonable to believe he will continue this massive level of spending (on Nvidia chips) quarter after quarter.And realistically, there aren’t any other large customers that can step in and fill the future chip purchasing void when big tech takes a break to implement strategies using the Nvidia chips they’ve already purchased. Generally speaking, even 100 large cap companies (say $12 billion market cap each) can’t make up for one Meta ($1.3 trillion market cap).According to the risk disclosures (emphasis ours) in Nvidia’s annual report:Failure to estimate customer demand accurately has led and could lead to mismatches between supply and demand. We use third parties to manufacture and assemble our products, and we have long manufacturing lead times. We are not provided guaranteed wafer, component and capacity supply, and our supply deliveries and production may be non-linear within a quarter or year. If our estimates of customer demand are inaccurate, as we have experienced in the past, there could be a significant mismatch between supply and demand. This mismatch has resulted in both product shortages and excess inventory, has varied across our market platforms, and has significantly harmed our financial results.Tough Financial Comparisons and Growth AssumptionsWhen Wall Street analysts determine share price targets for high-growth companies, the most impactful factor is their future growth assumptions. Even a small change to these assumptions can have a dramatic impact on their company valuations. According to Nvidia’s annual report:Our operating results have in the past fluctuated and may in the future fluctuate, and if our operating results are below the expectations of securities analysts or investors, our stock price could decline.In the quarters ahead, Nvidia will face extremely difficult historical revenue comparisons. As a business, Nvidia still has massive long-term growth, but to believe they can maintain the recent high revenue growth numbers consistently, quarter after quarter, is unrealistic. Wall Street analysts can be pretty smart and clever, but they don’t have working crystal balls. And if Nvidia disappoints, even by just a small amount, as compared to recent historical comparison numbers and estimates, the shares can get very volatile (to the downside) fast.Macroeconomic Risks:Macroeconomic factors could have a significant negative impact on Nvidia. For example:Third-Party Suppliers: Nvidia depends on third-party suppliers and manufacturers, and they cannot control their quantity, quality, and delivery schedules. In fact, most of Nvidia’s chip production is completed by Taiwan Semiconductor (TSM) at their Taiwan-based factories.Geopolitics: Nvidia chips are critically important to the functioning of the global economy (to the level that significant disruption poses a national security risk). And any geopolitical disruption (for example, tensions with China over Taiwan) could have a very negative impact on business. As another (smaller) example, recent export control measures blocked the passage of Nvidia products and services into Russia, Belarus, and certain regions of Ukraine.AI Restrictions: According to Nvidia’s annual report: “The increasing focus on the risks and strategic importance of AI technologies has resulted in regulatory restrictions that target products and services capable of enabling or facilitating AI and may in the future result in additional restrictions impacting some or all of our product and service offerings.” Potential AI restrictions pose a significant risk to Nvidia.ConclusionWe believe Nvidia shares will be trading dramatically higher at some point in the future. Specifically, its leadership position is just too great, and the cloud and AI megatrends are just too powerful. Despite the risks, over the next decade, Nvidia shares are going much higher.In the near term, the shares are volatile. And depending on your personal situation, it could be in your best interest to stay the heck away. At the very least, now is a good time to consider rebalancing your portfolio, especially if Nvidia’s weight has ballooned. Yet for others, the best policy is to simply let your winners run.At the end of the day, you need to do what is right for you, based on your own personal situation. Disciplined, goal-focused, long-term investing continues to be a winning strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324119194669112,"gmtCreate":1720136708882,"gmtModify":1720136712554,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Looks like we Really need an Angel to rescue us from the Devil and the Deep Blue Sea!&nbsp;","listText":"Looks like we Really need an Angel to rescue us from the Devil and the Deep Blue Sea!&nbsp;","text":"Looks like we Really need an Angel to rescue us from the Devil and the Deep Blue Sea!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324119194669112","repostId":"2448442521","repostType":4,"repost":{"id":"2448442521","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":1720094607,"share":"https://ttm.financial/m/news/2448442521?lang=&edition=fundamental","pubTime":"2024-07-04 20:03","market":"us","language":"en","title":"If Biden Drops out of the Race, This Is What Will Matter to the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2448442521","media":"Dow Jones","summary":"The S&P 500 and Trump's victory odds are increasingly correlated as investors seek 'certainty': LPL's Turnquist. With President Joe Biden's re-election campaign appearing to hang by a thread after last week's television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.\"The market has been consistently trending in the same direction as President Trump's odds\" of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump's prospects began to move in step with each other.\"I don't think you can make the case that the market is moving higher because Trump's odds are moving higher,\" Turnquist said. \"But we kn","content":"<html><head></head><body><p>With President Joe Biden&#39;s re-election campaign appearing to hang by a thread after last week&#39;s television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.</p><p>A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.</p><p>&#34;The market has been consistently trending in the same direction as President Trump&#39;s odds&#34; of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump&#39;s prospects began to move in step with each other.</p><p>That doesn&#39;t mean market participants are necessarily cheering Trump&#39;s policies, he cautioned.</p><p>&#34;I don&#39;t think you can make the case that the market is moving higher because Trump&#39;s odds are moving higher,&#34; Turnquist said. &#34;But we know the market doesn&#39;t like uncertainty.&#34;</p><p>So as Trump has looked more assured of winning, the market has taken comfort in that certainty. Turnquist noted that earlier in 2024, when Biden was favored to win, the market had shown a positive correlation with the president&#39;s re-election chances.</p><p>In other words, the market seems to be reacting positively to prospects of a clear-cut victory by either candidate. Disarray around the Democratic ticket, meanwhile, could further enhance certainty around a Trump victory or even a Republican congressional sweep.</p><p>Speculation around Biden&#39;s candidacy has intensified since the June 27 debate that saw him deliver a halting and at times incoherent performance. Democratic politicians have subsequently aired concerns about Biden&#39;s condition and viability. White House Press Secretary Karine Jean-Pierre told reporters Wednesday that Biden was &#34;absolutely not&#34; withdrawing from the race.</p><p>Vice President Kamala Harris on Wednesday moved ahead of Biden in some betting markets when it comes to who will be the Democratic presidential nominee. Meanwhile, Trump&#39;s odds of victory were pegged at 59% on PredictIt as of Wednesday, while Biden&#39;s plunged to around 16%.</p><p>Post-debate polls so far have showed some shift to Trump, though the race remains close. A Suffolk University/USA Today poll published Tuesday showed Trump ahead of Biden by 3 percentage points in a six-candidate field, after finding the candidates tied a month ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c0567102416530c9bf4a2726fe5d5dc\" tg-width=\"700\" tg-height=\"412\"/></p><p>Turnquist offered the chart below, which shows the rolling three-month correlation between Trump&#39;s prospects, as based on PredictIt&#39;s prediction market, and the S&amp;P 500 SPX now stands at 0.31.</p><p>Granted, that isn&#39;t particularly high: A correlation of 1.0 would mean that Trump&#39;s odds and the markets were moving in lockstep, while a negative correlation of minus 1.0 would mean they&#39;re moving perfectly in opposite directions.</p><p>But the correlation has been running stronger than other factors. The correlation, for example, between moves in the 10-year Treasury yield BX:TMUBMUSD10Y, a rather important macroeconomic factor, and the S&amp;P 500 index is roughly zero - which means they appear to presently have little influence on each other.</p><p>Jeff deGraaf, founder of Renaissance Macro Research, last week noted that the negative correlation between Biden&#39;s standing in the polls, based on the RealClearPolitics polling average, and S&amp;P 500&#39;s performance, while not statistically significant, does a better job than any other factor - including oil prices, Treasury yields, Federal Reserve policy, corporate bond spreads, purchasing managers&#39; index readings, inflation data and gross domestic product - of explaining stock-market performance this year (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/189658c1f6014bfb38672cd529f4c779\" tg-width=\"700\" tg-height=\"539\"/></p><p>Some investors and strategists have argued that the prospects of a Trump victory - which would potentially bring a full extension of his 2017 tax-cut package as well as further deregulation - have indeed been market positives.</p><p>In a Monday note, equity strategists at Morgan Stanley led by Mike Wilson said that in the wake of last week&#39;s debate, clients were showing appetite for the types of small-capitalization and cyclical stocks that benefited following Trump&#39;s 2016 election victory.</p><p>But investors should be aware of important differences between now and then, they warned.</p><p>&#34;First, we think the data indicates that the cycle is more mature today, which supports a quality and large-cap bias,&#34; they wrote. &#34;Further, the market welcomed a reflationary/pro-fiscal playbook in 2016 as the economy was recovering from the manufacturing/commodity downturn of 2015, and inflation was broadly not a headwind for consumers.&#34;</p><p>Indeed, while neither Biden nor Trump are expected to do much to rein in fiscal deficits, prospects for a broader extension of tax cuts and other measures were cited as a reason for a sharp backup in Treasury yields following the debate.</p><p>An important thing for investors to keep in mind is that election years tend to see increased volatility as November approaches, Turnquist said.</p><p>The other important thing to watch is how the stock market performs in the three months leading up to Election Day on Nov. 5. In the last 100 years, the market&#39;s performance in that stretch has predicted 20 of 24 election outcomes, Turnquist noted - with the incumbent tending to win when the market rose, and losing when it fell.</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>If Biden Drops out of the Race, This Is What Will Matter to the Stock 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\">\nIf Biden Drops out of the Race, This Is What Will Matter to the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-04 20:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With President Joe Biden&#39;s re-election campaign appearing to hang by a thread after last week&#39;s television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.</p><p>A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.</p><p>&#34;The market has been consistently trending in the same direction as President Trump&#39;s odds&#34; of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump&#39;s prospects began to move in step with each other.</p><p>That doesn&#39;t mean market participants are necessarily cheering Trump&#39;s policies, he cautioned.</p><p>&#34;I don&#39;t think you can make the case that the market is moving higher because Trump&#39;s odds are moving higher,&#34; Turnquist said. &#34;But we know the market doesn&#39;t like uncertainty.&#34;</p><p>So as Trump has looked more assured of winning, the market has taken comfort in that certainty. Turnquist noted that earlier in 2024, when Biden was favored to win, the market had shown a positive correlation with the president&#39;s re-election chances.</p><p>In other words, the market seems to be reacting positively to prospects of a clear-cut victory by either candidate. Disarray around the Democratic ticket, meanwhile, could further enhance certainty around a Trump victory or even a Republican congressional sweep.</p><p>Speculation around Biden&#39;s candidacy has intensified since the June 27 debate that saw him deliver a halting and at times incoherent performance. Democratic politicians have subsequently aired concerns about Biden&#39;s condition and viability. White House Press Secretary Karine Jean-Pierre told reporters Wednesday that Biden was &#34;absolutely not&#34; withdrawing from the race.</p><p>Vice President Kamala Harris on Wednesday moved ahead of Biden in some betting markets when it comes to who will be the Democratic presidential nominee. Meanwhile, Trump&#39;s odds of victory were pegged at 59% on PredictIt as of Wednesday, while Biden&#39;s plunged to around 16%.</p><p>Post-debate polls so far have showed some shift to Trump, though the race remains close. A Suffolk University/USA Today poll published Tuesday showed Trump ahead of Biden by 3 percentage points in a six-candidate field, after finding the candidates tied a month ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c0567102416530c9bf4a2726fe5d5dc\" tg-width=\"700\" tg-height=\"412\"/></p><p>Turnquist offered the chart below, which shows the rolling three-month correlation between Trump&#39;s prospects, as based on PredictIt&#39;s prediction market, and the S&amp;P 500 SPX now stands at 0.31.</p><p>Granted, that isn&#39;t particularly high: A correlation of 1.0 would mean that Trump&#39;s odds and the markets were moving in lockstep, while a negative correlation of minus 1.0 would mean they&#39;re moving perfectly in opposite directions.</p><p>But the correlation has been running stronger than other factors. The correlation, for example, between moves in the 10-year Treasury yield BX:TMUBMUSD10Y, a rather important macroeconomic factor, and the S&amp;P 500 index is roughly zero - which means they appear to presently have little influence on each other.</p><p>Jeff deGraaf, founder of Renaissance Macro Research, last week noted that the negative correlation between Biden&#39;s standing in the polls, based on the RealClearPolitics polling average, and S&amp;P 500&#39;s performance, while not statistically significant, does a better job than any other factor - including oil prices, Treasury yields, Federal Reserve policy, corporate bond spreads, purchasing managers&#39; index readings, inflation data and gross domestic product - of explaining stock-market performance this year (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/189658c1f6014bfb38672cd529f4c779\" tg-width=\"700\" tg-height=\"539\"/></p><p>Some investors and strategists have argued that the prospects of a Trump victory - which would potentially bring a full extension of his 2017 tax-cut package as well as further deregulation - have indeed been market positives.</p><p>In a Monday note, equity strategists at Morgan Stanley led by Mike Wilson said that in the wake of last week&#39;s debate, clients were showing appetite for the types of small-capitalization and cyclical stocks that benefited following Trump&#39;s 2016 election victory.</p><p>But investors should be aware of important differences between now and then, they warned.</p><p>&#34;First, we think the data indicates that the cycle is more mature today, which supports a quality and large-cap bias,&#34; they wrote. &#34;Further, the market welcomed a reflationary/pro-fiscal playbook in 2016 as the economy was recovering from the manufacturing/commodity downturn of 2015, and inflation was broadly not a headwind for consumers.&#34;</p><p>Indeed, while neither Biden nor Trump are expected to do much to rein in fiscal deficits, prospects for a broader extension of tax cuts and other measures were cited as a reason for a sharp backup in Treasury yields following the debate.</p><p>An important thing for investors to keep in mind is that election years tend to see increased volatility as November approaches, Turnquist said.</p><p>The other important thing to watch is how the stock market performs in the three months leading up to Election Day on Nov. 5. In the last 100 years, the market&#39;s performance in that stretch has predicted 20 of 24 election outcomes, Turnquist noted - with the incumbent tending to win when the market rose, and losing when it fell.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF","UPRO":"三倍做多标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4550":"红杉资本持仓","BK4588":"碎股","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448442521","content_text":"With President Joe Biden's re-election campaign appearing to hang by a thread after last week's television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.\"The market has been consistently trending in the same direction as President Trump's odds\" of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump's prospects began to move in step with each other.That doesn't mean market participants are necessarily cheering Trump's policies, he cautioned.\"I don't think you can make the case that the market is moving higher because Trump's odds are moving higher,\" Turnquist said. \"But we know the market doesn't like uncertainty.\"So as Trump has looked more assured of winning, the market has taken comfort in that certainty. Turnquist noted that earlier in 2024, when Biden was favored to win, the market had shown a positive correlation with the president's re-election chances.In other words, the market seems to be reacting positively to prospects of a clear-cut victory by either candidate. Disarray around the Democratic ticket, meanwhile, could further enhance certainty around a Trump victory or even a Republican congressional sweep.Speculation around Biden's candidacy has intensified since the June 27 debate that saw him deliver a halting and at times incoherent performance. Democratic politicians have subsequently aired concerns about Biden's condition and viability. White House Press Secretary Karine Jean-Pierre told reporters Wednesday that Biden was \"absolutely not\" withdrawing from the race.Vice President Kamala Harris on Wednesday moved ahead of Biden in some betting markets when it comes to who will be the Democratic presidential nominee. Meanwhile, Trump's odds of victory were pegged at 59% on PredictIt as of Wednesday, while Biden's plunged to around 16%.Post-debate polls so far have showed some shift to Trump, though the race remains close. A Suffolk University/USA Today poll published Tuesday showed Trump ahead of Biden by 3 percentage points in a six-candidate field, after finding the candidates tied a month ago.Turnquist offered the chart below, which shows the rolling three-month correlation between Trump's prospects, as based on PredictIt's prediction market, and the S&P 500 SPX now stands at 0.31.Granted, that isn't particularly high: A correlation of 1.0 would mean that Trump's odds and the markets were moving in lockstep, while a negative correlation of minus 1.0 would mean they're moving perfectly in opposite directions.But the correlation has been running stronger than other factors. The correlation, for example, between moves in the 10-year Treasury yield BX:TMUBMUSD10Y, a rather important macroeconomic factor, and the S&P 500 index is roughly zero - which means they appear to presently have little influence on each other.Jeff deGraaf, founder of Renaissance Macro Research, last week noted that the negative correlation between Biden's standing in the polls, based on the RealClearPolitics polling average, and S&P 500's performance, while not statistically significant, does a better job than any other factor - including oil prices, Treasury yields, Federal Reserve policy, corporate bond spreads, purchasing managers' index readings, inflation data and gross domestic product - of explaining stock-market performance this year (see chart below).Some investors and strategists have argued that the prospects of a Trump victory - which would potentially bring a full extension of his 2017 tax-cut package as well as further deregulation - have indeed been market positives.In a Monday note, equity strategists at Morgan Stanley led by Mike Wilson said that in the wake of last week's debate, clients were showing appetite for the types of small-capitalization and cyclical stocks that benefited following Trump's 2016 election victory.But investors should be aware of important differences between now and then, they warned.\"First, we think the data indicates that the cycle is more mature today, which supports a quality and large-cap bias,\" they wrote. \"Further, the market welcomed a reflationary/pro-fiscal playbook in 2016 as the economy was recovering from the manufacturing/commodity downturn of 2015, and inflation was broadly not a headwind for consumers.\"Indeed, while neither Biden nor Trump are expected to do much to rein in fiscal deficits, prospects for a broader extension of tax cuts and other measures were cited as a reason for a sharp backup in Treasury yields following the debate.An important thing for investors to keep in mind is that election years tend to see increased volatility as November approaches, Turnquist said.The other important thing to watch is how the stock market performs in the three months leading up to Election Day on Nov. 5. In the last 100 years, the market's performance in that stretch has predicted 20 of 24 election outcomes, Turnquist noted - with the incumbent tending to win when the market rose, and losing when it fell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323984347304056,"gmtCreate":1720103809401,"gmtModify":1720103814423,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"I fully concur. I got too cute with my Amazon stock and failed to gain an extra 50 K.&nbsp;","listText":"I fully concur. I got too cute with my Amazon stock and failed to gain an extra 50 K.&nbsp;","text":"I fully concur. I got too cute with my Amazon stock and failed to gain an extra 50 K.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/323984347304056","repostId":"2448435053","repostType":2,"repost":{"id":"2448435053","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":1720064543,"share":"https://ttm.financial/m/news/2448435053?lang=&edition=fundamental","pubTime":"2024-07-04 11:42","market":"sh","language":"en","title":"Nvidia Has More Than Doubled This Year. How To Know When To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2448435053","media":"Dow Jones","summary":"This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Ride On. Hi everyone. It's good to be back from my book leave. Let's tackle the question on everyone's mind while I was gone: What to do with Nvidia stock.It's been an incredible run. Nvidia is now the second-best performing stock in the S&P 500 -- up 148% this year, just behind Super Micro Computer, another name that readers of this newsletter know very well.In terms of when to sell a stock, I often draw on the investing wisdom of Jeff Vinik, a one-time hedge fund manager and former portfolio manager at Fidelity. Vinik has said in prior interviews that he sells stocks when fundamentals deteriorate, valuations get high, or he finds better ideas.Laffont noted that some $100 trillion, in today's dollars, has been invested in CPU infrastructure since the PC was invented. All of that will need to be replaced with GPU-focused equipment over time. There are trillions i","content":"<html><head></head><body><p>It&#39;s been an incredible run. Nvidia is now the second-best performing stock in the S&amp;P 500 -- up 148% this year, just behind Super Micro Computer, another name that readers of this newsletter know very well.</p><p>In terms of when to sell a stock, I often draw on the investing wisdom of Jeff Vinik, a one-time hedge fund manager and former portfolio manager at Fidelity. Vinik has said in prior interviews that he sells stocks when fundamentals deteriorate, valuations get high, or he finds better ideas.</p><p>None of those things seem applicable to Nvidia today.</p><p>Over the last few months, the fundamentals behind the AI boom have only gotten better. In May, Nvidia posted eye-watering sales growth of 262% for its fiscal first quarter and earnings growth of 461% versus the prior year.</p><p>Nvidia&#39;s valuation is about 35 times 2025 consensus earnings, according to FactSet. That&#39;s not crazy given that sales are forecast to grow 37% for the time period.</p><p>Meanwhile, the industry backdrop for Nvidia keeps improving. This past week, JP Morgan published survey results from 166 chief information officers, or CIOs, who are responsible for $123 billion in annual enterprise tech spending. The survey suggested that generative AI hardware spending could rise by more than 40% annually over the next three years, going from 5% of IT budgets this year to 14.5% in 2027.</p><p>PiperSandler recently issued a similar CIO report showing that nearly half of enterprises shifted from an AI testing phase to an implementation phase over the past year.</p><p>While we spend a lot of time talking about AI doomsday narratives, the real spending is focused on simpler, less controversial goals: making companies more efficient. Most of the spending on graphics processors from Nvidia is to help derive insights and analysis from the pools of unstructured data inside corporations.</p><p>Companies are reworking their computing infrastructure from a traditional model of information and file retrieval to the new generative AI approach where answers and insights are generated on demand. In a competitive landscape, companies have no choice but to make that move.</p><p>Investors have driven Nvidia higher, but they may still be under appreciating the opportunity. That was a key point from Coatue Management founder Philippe Laffont during a Bloomberg investing event last week.</p><p>Laffont noted that some $100 trillion, in today&#39;s dollars, has been invested in CPU infrastructure since the PC was invented. All of that will need to be replaced with GPU-focused equipment over time. There are trillions in spending still to come.</p><p>Coatue has been a big investor in Nvidia. The company&#39;s latest 13F filings shows a stake worth $1.25 billion, as of March 31. A Coatue spokesperson declined to provide an update on the firm&#39;s current Nvidia holdings.</p><p>Even Nvidia bulls may be asking the question of whether it&#39;s time to trim their positions in the stock. This is the hardest decision in investing.</p><p>Here too, Laffont has some advice. He cautioned against being &#34;too cute.&#34;</p><p>&#34;Stan Druckenmiller once told me he made 120% of his money in obvious ideas, and he lost 20% everywhere else. I feel that&#39;s very true,&#34; Laffont said. &#34;By far the biggest mistakes that I&#39;ve made is selling stock early.&#34;</p><p>Laffont said that Coatue missed out on $20 billion in additional gains in Tencent, because it sold stock too soon two decades ago.</p><p>To be sure, the opportunity in AI is no longer a secret. But that doesn&#39;t mean the stock gains are over. Laffont, for one, remains bullish. He points to Apple&#39;s huge decade of gains, even as the iPhone dominated the conversation in tech.</p><p>A similar multiyear opportunity lies ahead for Nvidia. Until the facts change or valuations get crazy, it&#39;s best not to get too cute.</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 Has More Than Doubled This Year. How To Know When To Sell</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 Has More Than Doubled This Year. How To Know When To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-04 11:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s been an incredible run. Nvidia is now the second-best performing stock in the S&amp;P 500 -- up 148% this year, just behind Super Micro Computer, another name that readers of this newsletter know very well.</p><p>In terms of when to sell a stock, I often draw on the investing wisdom of Jeff Vinik, a one-time hedge fund manager and former portfolio manager at Fidelity. Vinik has said in prior interviews that he sells stocks when fundamentals deteriorate, valuations get high, or he finds better ideas.</p><p>None of those things seem applicable to Nvidia today.</p><p>Over the last few months, the fundamentals behind the AI boom have only gotten better. In May, Nvidia posted eye-watering sales growth of 262% for its fiscal first quarter and earnings growth of 461% versus the prior year.</p><p>Nvidia&#39;s valuation is about 35 times 2025 consensus earnings, according to FactSet. That&#39;s not crazy given that sales are forecast to grow 37% for the time period.</p><p>Meanwhile, the industry backdrop for Nvidia keeps improving. This past week, JP Morgan published survey results from 166 chief information officers, or CIOs, who are responsible for $123 billion in annual enterprise tech spending. The survey suggested that generative AI hardware spending could rise by more than 40% annually over the next three years, going from 5% of IT budgets this year to 14.5% in 2027.</p><p>PiperSandler recently issued a similar CIO report showing that nearly half of enterprises shifted from an AI testing phase to an implementation phase over the past year.</p><p>While we spend a lot of time talking about AI doomsday narratives, the real spending is focused on simpler, less controversial goals: making companies more efficient. Most of the spending on graphics processors from Nvidia is to help derive insights and analysis from the pools of unstructured data inside corporations.</p><p>Companies are reworking their computing infrastructure from a traditional model of information and file retrieval to the new generative AI approach where answers and insights are generated on demand. In a competitive landscape, companies have no choice but to make that move.</p><p>Investors have driven Nvidia higher, but they may still be under appreciating the opportunity. That was a key point from Coatue Management founder Philippe Laffont during a Bloomberg investing event last week.</p><p>Laffont noted that some $100 trillion, in today&#39;s dollars, has been invested in CPU infrastructure since the PC was invented. All of that will need to be replaced with GPU-focused equipment over time. There are trillions in spending still to come.</p><p>Coatue has been a big investor in Nvidia. The company&#39;s latest 13F filings shows a stake worth $1.25 billion, as of March 31. A Coatue spokesperson declined to provide an update on the firm&#39;s current Nvidia holdings.</p><p>Even Nvidia bulls may be asking the question of whether it&#39;s time to trim their positions in the stock. This is the hardest decision in investing.</p><p>Here too, Laffont has some advice. He cautioned against being &#34;too cute.&#34;</p><p>&#34;Stan Druckenmiller once told me he made 120% of his money in obvious ideas, and he lost 20% everywhere else. I feel that&#39;s very true,&#34; Laffont said. &#34;By far the biggest mistakes that I&#39;ve made is selling stock early.&#34;</p><p>Laffont said that Coatue missed out on $20 billion in additional gains in Tencent, because it sold stock too soon two decades ago.</p><p>To be sure, the opportunity in AI is no longer a secret. But that doesn&#39;t mean the stock gains are over. Laffont, for one, remains bullish. He points to Apple&#39;s huge decade of gains, even as the iPhone dominated the conversation in tech.</p><p>A similar multiyear opportunity lies ahead for Nvidia. Until the facts change or valuations get crazy, it&#39;s best not to get too cute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4551":"寇图资本持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4512":"苹果概念","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4529":"IDC概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4515":"5G概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4576":"AR","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4566":"资本集团","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4559":"巴菲特持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448435053","content_text":"It's been an incredible run. Nvidia is now the second-best performing stock in the S&P 500 -- up 148% this year, just behind Super Micro Computer, another name that readers of this newsletter know very well.In terms of when to sell a stock, I often draw on the investing wisdom of Jeff Vinik, a one-time hedge fund manager and former portfolio manager at Fidelity. Vinik has said in prior interviews that he sells stocks when fundamentals deteriorate, valuations get high, or he finds better ideas.None of those things seem applicable to Nvidia today.Over the last few months, the fundamentals behind the AI boom have only gotten better. In May, Nvidia posted eye-watering sales growth of 262% for its fiscal first quarter and earnings growth of 461% versus the prior year.Nvidia's valuation is about 35 times 2025 consensus earnings, according to FactSet. That's not crazy given that sales are forecast to grow 37% for the time period.Meanwhile, the industry backdrop for Nvidia keeps improving. This past week, JP Morgan published survey results from 166 chief information officers, or CIOs, who are responsible for $123 billion in annual enterprise tech spending. The survey suggested that generative AI hardware spending could rise by more than 40% annually over the next three years, going from 5% of IT budgets this year to 14.5% in 2027.PiperSandler recently issued a similar CIO report showing that nearly half of enterprises shifted from an AI testing phase to an implementation phase over the past year.While we spend a lot of time talking about AI doomsday narratives, the real spending is focused on simpler, less controversial goals: making companies more efficient. Most of the spending on graphics processors from Nvidia is to help derive insights and analysis from the pools of unstructured data inside corporations.Companies are reworking their computing infrastructure from a traditional model of information and file retrieval to the new generative AI approach where answers and insights are generated on demand. In a competitive landscape, companies have no choice but to make that move.Investors have driven Nvidia higher, but they may still be under appreciating the opportunity. That was a key point from Coatue Management founder Philippe Laffont during a Bloomberg investing event last week.Laffont noted that some $100 trillion, in today's dollars, has been invested in CPU infrastructure since the PC was invented. All of that will need to be replaced with GPU-focused equipment over time. There are trillions in spending still to come.Coatue has been a big investor in Nvidia. The company's latest 13F filings shows a stake worth $1.25 billion, as of March 31. A Coatue spokesperson declined to provide an update on the firm's current Nvidia holdings.Even Nvidia bulls may be asking the question of whether it's time to trim their positions in the stock. This is the hardest decision in investing.Here too, Laffont has some advice. He cautioned against being \"too cute.\"\"Stan Druckenmiller once told me he made 120% of his money in obvious ideas, and he lost 20% everywhere else. I feel that's very true,\" Laffont said. \"By far the biggest mistakes that I've made is selling stock early.\"Laffont said that Coatue missed out on $20 billion in additional gains in Tencent, because it sold stock too soon two decades ago.To be sure, the opportunity in AI is no longer a secret. But that doesn't mean the stock gains are over. Laffont, for one, remains bullish. He points to Apple's huge decade of gains, even as the iPhone dominated the conversation in tech.A similar multiyear opportunity lies ahead for Nvidia. Until the facts change or valuations get crazy, it's best not to get too cute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":319960521183288,"gmtCreate":1719110246600,"gmtModify":1719200526533,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"I will go for the long. The fluctuations are expected and Im optimistic that Nvidia will maintain its outstanding performance as innovations and foundation are in place. So Hold!&nbsp;","listText":"I will go for the long. The fluctuations are expected and Im optimistic that Nvidia will maintain its outstanding performance as innovations and foundation are in place. So Hold!&nbsp;","text":"I will go for the long. The fluctuations are expected and Im optimistic that Nvidia will maintain its outstanding performance as innovations and foundation are in place. So Hold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":2,"repostSize":72,"link":"https://ttm.financial/post/319960521183288","isVote":1,"tweetType":1,"viewCount":2883,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536787318749749","authorId":"3536787318749749","name":"约翰II","avatar":"https://community-static.tradeup.com/news/79a797a90d9ed9b511402659b69ac768","crmLevel":1,"crmLevelSwitch":0,"idStr":"3536787318749749","authorIdStr":"3536787318749749"},"content":"Seeing that you are a novice in options, you should be careful and don't invest all your savings over the years.","text":"Seeing that you are a novice in options, you should be careful and don't invest all your savings over the years.","html":"Seeing that you are a novice in options, you should be careful and don't invest all your savings over the years."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242797558866032,"gmtCreate":1700313900660,"gmtModify":1700313903587,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Im keeping some for potential earnings!&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Im keeping some for potential earnings!&nbsp;","text":"$Alibaba(BABA)$ Im keeping some for potential earnings!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":17,"link":"https://ttm.financial/post/242797558866032","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205037678862360,"gmtCreate":1691067543124,"gmtModify":1691067546286,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Wow things are hearing up. &nbsp;","listText":"Wow things are hearing up. &nbsp;","text":"Wow things are hearing up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205037678862360","repostId":"2356811979","repostType":4,"repost":{"id":"2356811979","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1691063860,"share":"https://ttm.financial/m/news/2356811979?lang=&edition=fundamental","pubTime":"2023-08-03 19:57","market":"hk","language":"en","title":"Alibaba Rolls Out Open-Sourced AI Model to Take on Meta's Llama 2","url":"https://stock-news.laohu8.com/highlight/detail?id=2356811979","media":"Reuters","summary":"HONG KONG, Aug 3 (Reuters) - Chinese tech giant Alibaba Group's cloud computing unit released two open-sourced artificial intelligence $(AI)$ models on Thursday in a bid to take on Meta Platform .The ","content":"<html><head></head><body><p>HONG KONG, Aug 3 (Reuters) - Chinese tech giant Alibaba Group&#39;s cloud computing unit released two open-sourced artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> models on Thursday in a bid to take on Meta Platform .</p><p>The Hangzhou-based company said it has open-sourced two large language models (LLM), a type of AI model, named Qwen-7B and Qwen-7B-Chat on Thursday in a press release.</p><p>Each model has 7 billion parameters, which is often used to measure the strength. This marks the first time a big Chinese tech company has open-sourced its LLM.</p><p>It also comes after Meta unveiled a similar open-sourced model named Llama 2 last month, a move that has garnered widespread interest. Some analysts said that open-sourced models can chip away the current market dominance enjoyed by OpenAI, the developer of ChatGPT, and Google whose AI models charge users expensive fees.</p><p>Alibaba Cloud announced its LLM named Tongyi Qianwen in April which comes with multiple versions featuring different numbers of parameters. Alibaba said Qwen-7B and Qwen-7B-Chat are two small-size versions of the Tongyi Qiawen which aim at helping small and medium businesses to start using AI.</p><p>The two models&#39; &#34;code, model weights, and documentation will be freely accessible to academics, researchers and commercial institutions worldwide,&#34; the company said.</p><p>However, for companies with more than 100 million monthly active users, they will need to seek a licence from Alibaba before using the two models. Similarly, Meta&#39;s Llama 2 also requires a licence from users with more than 700 million users.</p><p>Alibaba said Tongyi Qianwen has versions with higher number of parameters which have not been open-sourced, but it did not say how many parameters its biggest model contains.</p><p>The biggest version of Meta&#39;s Llama 2 features 70 billion parameters.</p><p>China has been trying to catch up to the U.S. in the field of AI as Beijing encourages Chinese companies to quickly develop homegrown and &#34;controllable&#34; AI models that can rival those developed by U.S. companies.</p><p>Other than Alibaba, tech giants such as Tencent Holdings and Huawei have been aggressively developing their own AI models in recent months.</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>Alibaba Rolls Out Open-Sourced AI Model to Take on Meta's Llama 2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Rolls Out Open-Sourced AI Model to Take on Meta's Llama 2\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-08-03 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HONG KONG, Aug 3 (Reuters) - Chinese tech giant Alibaba Group&#39;s cloud computing unit released two open-sourced artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> models on Thursday in a bid to take on Meta Platform .</p><p>The Hangzhou-based company said it has open-sourced two large language models (LLM), a type of AI model, named Qwen-7B and Qwen-7B-Chat on Thursday in a press release.</p><p>Each model has 7 billion parameters, which is often used to measure the strength. This marks the first time a big Chinese tech company has open-sourced its LLM.</p><p>It also comes after Meta unveiled a similar open-sourced model named Llama 2 last month, a move that has garnered widespread interest. Some analysts said that open-sourced models can chip away the current market dominance enjoyed by OpenAI, the developer of ChatGPT, and Google whose AI models charge users expensive fees.</p><p>Alibaba Cloud announced its LLM named Tongyi Qianwen in April which comes with multiple versions featuring different numbers of parameters. Alibaba said Qwen-7B and Qwen-7B-Chat are two small-size versions of the Tongyi Qiawen which aim at helping small and medium businesses to start using AI.</p><p>The two models&#39; &#34;code, model weights, and documentation will be freely accessible to academics, researchers and commercial institutions worldwide,&#34; the company said.</p><p>However, for companies with more than 100 million monthly active users, they will need to seek a licence from Alibaba before using the two models. Similarly, Meta&#39;s Llama 2 also requires a licence from users with more than 700 million users.</p><p>Alibaba said Tongyi Qianwen has versions with higher number of parameters which have not been open-sourced, but it did not say how many parameters its biggest model contains.</p><p>The biggest version of Meta&#39;s Llama 2 features 70 billion parameters.</p><p>China has been trying to catch up to the U.S. in the field of AI as Beijing encourages Chinese companies to quickly develop homegrown and &#34;controllable&#34; AI models that can rival those developed by U.S. companies.</p><p>Other than Alibaba, tech giants such as Tencent Holdings and Huawei have been aggressively developing their own AI models in recent months.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356811979","content_text":"HONG KONG, Aug 3 (Reuters) - Chinese tech giant Alibaba Group's cloud computing unit released two open-sourced artificial intelligence $(AI)$ models on Thursday in a bid to take on Meta Platform .The Hangzhou-based company said it has open-sourced two large language models (LLM), a type of AI model, named Qwen-7B and Qwen-7B-Chat on Thursday in a press release.Each model has 7 billion parameters, which is often used to measure the strength. This marks the first time a big Chinese tech company has open-sourced its LLM.It also comes after Meta unveiled a similar open-sourced model named Llama 2 last month, a move that has garnered widespread interest. Some analysts said that open-sourced models can chip away the current market dominance enjoyed by OpenAI, the developer of ChatGPT, and Google whose AI models charge users expensive fees.Alibaba Cloud announced its LLM named Tongyi Qianwen in April which comes with multiple versions featuring different numbers of parameters. Alibaba said Qwen-7B and Qwen-7B-Chat are two small-size versions of the Tongyi Qiawen which aim at helping small and medium businesses to start using AI.The two models' \"code, model weights, and documentation will be freely accessible to academics, researchers and commercial institutions worldwide,\" the company said.However, for companies with more than 100 million monthly active users, they will need to seek a licence from Alibaba before using the two models. Similarly, Meta's Llama 2 also requires a licence from users with more than 700 million users.Alibaba said Tongyi Qianwen has versions with higher number of parameters which have not been open-sourced, but it did not say how many parameters its biggest model contains.The biggest version of Meta's Llama 2 features 70 billion parameters.China has been trying to catch up to the U.S. in the field of AI as Beijing encourages Chinese companies to quickly develop homegrown and \"controllable\" AI models that can rival those developed by U.S. companies.Other than Alibaba, tech giants such as Tencent Holdings and Huawei have been aggressively developing their own AI models in recent months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200529709654136,"gmtCreate":1689988024199,"gmtModify":1689988028459,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"It is doing what it can to retain the no of&nbsp; employees.&nbsp;","listText":"It is doing what it can to retain the no of&nbsp; employees.&nbsp;","text":"It is doing what it can to retain the no of employees.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200529709654136","repostId":"2353855311","repostType":4,"repost":{"id":"2353855311","pubTimestamp":1689981756,"share":"https://ttm.financial/m/news/2353855311?lang=&edition=fundamental","pubTime":"2023-07-22 07:22","market":"us","language":"en","title":"Amazon Will Make Some Employees Relocate for Return to Office","url":"https://stock-news.laohu8.com/highlight/detail?id=2353855311","media":"Bloomberg","summary":"Amazon.com Inc. will require some corporate employees to relocate as part of a mandate requiring workers to be in the office three days a week, according to people familiar with the matter, the latest","content":"<html><head></head><body><p>Amazon.com Inc. will require some corporate employees to relocate as part of a mandate requiring workers to be in the office three days a week, according to people familiar with the matter, the latest source of strain between the tech giant and its workforce following layoffs that began last year.</p><p>Who will have to relocate and when will be decided at the department level, said one of the people, who added that Amazon hasn’t yet determined how many employees will be affected. Some remote workers who were hired or moved during the pandemic will have to relocate closer to offices so they can meet the three-day requirement, said the people, who requested anonymity to discuss an internal matter. </p><p>“There’s more energy, collaboration, and connections happening since we’ve been working together at least three days per week, and we’ve heard this from lots of employees and the businesses that surround our offices,” a company spokesperson said in a statement. “We continue to look at the best ways to bring more teams together in the same locations, and we’ll communicate directly with employees as we make decisions that affect them.”</p><p>Morale at Amazon has taken a hit since the company began the firings late last year that ultimately affected about 27,000 employees. The Seattle-based company ordered most corporate staff to report to the office at least three days a week starting in May, a move that some employees protested during a May walkout in Seattle.</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Will Make Some Employees Relocate for Return to Office</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Will Make Some Employees Relocate for Return to Office\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-22 07:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amazon-employees-relocate-return-office-185312799.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com Inc. will require some corporate employees to relocate as part of a mandate requiring workers to be in the office three days a week, according to people familiar with the matter, the latest...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-employees-relocate-return-office-185312799.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazon-employees-relocate-return-office-185312799.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2353855311","content_text":"Amazon.com Inc. will require some corporate employees to relocate as part of a mandate requiring workers to be in the office three days a week, according to people familiar with the matter, the latest source of strain between the tech giant and its workforce following layoffs that began last year.Who will have to relocate and when will be decided at the department level, said one of the people, who added that Amazon hasn’t yet determined how many employees will be affected. Some remote workers who were hired or moved during the pandemic will have to relocate closer to offices so they can meet the three-day requirement, said the people, who requested anonymity to discuss an internal matter. “There’s more energy, collaboration, and connections happening since we’ve been working together at least three days per week, and we’ve heard this from lots of employees and the businesses that surround our offices,” a company spokesperson said in a statement. “We continue to look at the best ways to bring more teams together in the same locations, and we’ll communicate directly with employees as we make decisions that affect them.”Morale at Amazon has taken a hit since the company began the firings late last year that ultimately affected about 27,000 employees. The Seattle-based company ordered most corporate staff to report to the office at least three days a week starting in May, a move that some employees protested during a May walkout in Seattle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205563142951120,"gmtCreate":1691195689316,"gmtModify":1691195692646,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"There is still a ray of hope. We just have to sit tight and not cash in yet. Patience will pay off.&nbsp;","listText":"There is still a ray of hope. We just have to sit tight and not cash in yet. Patience will pay off.&nbsp;","text":"There is still a ray of hope. We just have to sit tight and not cash in yet. Patience will pay off.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205563142951120","repostId":"1177147083","repostType":2,"repost":{"id":"1177147083","pubTimestamp":1691192028,"share":"https://ttm.financial/m/news/1177147083?lang=&edition=fundamental","pubTime":"2023-08-05 07:33","market":"us","language":"en","title":"Apple Loses Historic $3 Trillion Crown as Sales Disappoint","url":"https://stock-news.laohu8.com/highlight/detail?id=1177147083","media":"Bloomberg","summary":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other g","content":"<html><head></head><body><p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.</p><p>Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.</p><p style=\"text-align: start;\">In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.</p><p style=\"text-align: start;\">Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”</p><p style=\"text-align: start;\">Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.</p><p style=\"text-align: start;\">The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.</p><p style=\"text-align: start;\">Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Loses Historic $3 Trillion Crown as Sales Disappoint</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\">\nApple Loses Historic $3 Trillion Crown as Sales Disappoint\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-05 07:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177147083","content_text":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244789342359688,"gmtCreate":1700787048901,"gmtModify":1700787053088,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Oh no. More trouble for Tesla!&nbsp;","listText":"Oh no. More trouble for Tesla!&nbsp;","text":"Oh no. More trouble for Tesla!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/244789342359688","repostId":"2385862105","repostType":4,"repost":{"id":"2385862105","pubTimestamp":1700785800,"share":"https://ttm.financial/m/news/2385862105?lang=&edition=fundamental","pubTime":"2023-11-24 08:30","market":"us","language":"en","title":"Elon Musk Calls Swedish Tesla Strikes \"Insane\" as Impact Spreads","url":"https://stock-news.laohu8.com/highlight/detail?id=2385862105","media":"Bloomberg","summary":"Elon Musk said it’s “insane” how a labor dispute in Sweden affecting seven repair shops has spread to hamper Tesla Inc.’s operations in the largest Nordic country.Elon MuskDockworkers, garbage collect","content":"<html><head></head><body><p style=\"text-align: start;\">Elon Musk said it’s “insane” how a labor dispute in Sweden affecting seven repair shops has spread to hamper Tesla Inc.’s operations in the largest Nordic country.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0021118a23346c7a94716cf3d17db669\" alt=\"Elon Musk\" title=\"Elon Musk\" tg-width=\"2000\" tg-height=\"1333\"/><span>Elon Musk</span></p><p style=\"text-align: start;\">Dockworkers, garbage collectors, electricians and postal workers now refuse to do any tasks related to Tesla, after their trade groups stepped in to support the Swedish industrial workers’ union IF Metall that’s been striking since Oct. 27. Nine unions are now part of the blockade on the maker of electric vehicles.</p><p style=\"text-align: start;\">Swedish labor unions have wide-ranging rights, enshrined in law, to join action on behalf of their peers. In contrast, similar moves are tightly regulated or outright banned in several other European countries.</p><p>The postal workers’ protest specifically ired Musk. It’s preventing the Swedish Transport Agency from delivering license plates to new Tesla cars as regulations allow no other delivery than by post. That means no new Teslas can be taken into use in Sweden.</p><p>The chief executive officer and co-founder of the automaker was made aware of the fact in a post on X, the platform he owns that was previously known as Twitter, prompting his response: “This is insane.”</p><p>His intervention underscores how the parties to the dispute are digging in.</p><p style=\"text-align: start;\">As the repair-shop strikes are about to enter their fifth week, negotiations have ground to a halt. The chief mediator between the two parties told Swedish business daily Dagens Industri on Tuesday that Tesla’s subsidiary in Sweden has “zero maneuvering room” to sign any deal with the union, and said it is on “orders straight from Elon Musk.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Calls Swedish Tesla Strikes \"Insane\" as Impact Spreads</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\">\nElon Musk Calls Swedish Tesla Strikes \"Insane\" as Impact Spreads\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-24 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-11-23/elon-musk-calls-swedish-tesla-strikes-insane-as-impact-spreads><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk said it’s “insane” how a labor dispute in Sweden affecting seven repair shops has spread to hamper Tesla Inc.’s operations in the largest Nordic country.Elon MuskDockworkers, garbage ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-11-23/elon-musk-calls-swedish-tesla-strikes-insane-as-impact-spreads\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4550":"红杉资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4588":"碎股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://www.bloomberg.com/news/articles/2023-11-23/elon-musk-calls-swedish-tesla-strikes-insane-as-impact-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2385862105","content_text":"Elon Musk said it’s “insane” how a labor dispute in Sweden affecting seven repair shops has spread to hamper Tesla Inc.’s operations in the largest Nordic country.Elon MuskDockworkers, garbage collectors, electricians and postal workers now refuse to do any tasks related to Tesla, after their trade groups stepped in to support the Swedish industrial workers’ union IF Metall that’s been striking since Oct. 27. Nine unions are now part of the blockade on the maker of electric vehicles.Swedish labor unions have wide-ranging rights, enshrined in law, to join action on behalf of their peers. In contrast, similar moves are tightly regulated or outright banned in several other European countries.The postal workers’ protest specifically ired Musk. It’s preventing the Swedish Transport Agency from delivering license plates to new Tesla cars as regulations allow no other delivery than by post. That means no new Teslas can be taken into use in Sweden.The chief executive officer and co-founder of the automaker was made aware of the fact in a post on X, the platform he owns that was previously known as Twitter, prompting his response: “This is insane.”His intervention underscores how the parties to the dispute are digging in.As the repair-shop strikes are about to enter their fifth week, negotiations have ground to a halt. The chief mediator between the two parties told Swedish business daily Dagens Industri on Tuesday that Tesla’s subsidiary in Sweden has “zero maneuvering room” to sign any deal with the union, and said it is on “orders straight from Elon Musk.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570058765891495","authorId":"3570058765891495","name":"PhoenixBee","avatar":"https://community-static.tradeup.com/news/f7bfa4323a9a5dfacc73c8817a4e5e48","crmLevel":5,"crmLevelSwitch":1,"idStr":"3570058765891495","authorIdStr":"3570058765891495"},"content":"Haha..i already closed of all my shares. Let apple going🌝","text":"Haha..i already closed of all my shares. Let apple going🌝","html":"Haha..i already closed of all my shares. Let apple going🌝"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237154361950312,"gmtCreate":1698934566800,"gmtModify":1698934572478,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Good news !&nbsp;","listText":"Good news !&nbsp;","text":"Good news !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237154361950312","repostId":"1145585463","repostType":4,"repost":{"id":"1145585463","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1698933296,"share":"https://ttm.financial/m/news/1145585463?lang=&edition=fundamental","pubTime":"2023-11-02 21:54","market":"us","language":"en","title":"Shopify Stock Surges 20% After Returning to Profit on Lower Expenses, AI Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=1145585463","media":"Reuters","summary":"Canada's Shopify , posted third-quarter revenue in line with Wall Street estimates on Thursday, as its artificial intelligence products drew more merchants to its platform amid resilient consumer spending.The e-commerce company said total revenue for the three months to September stood at $1.7 billion, compared with analysts' estimate of $1.67 billion, according to LSEG data.Shopify stock soars 16.31% after earnings report.","content":"<html><head></head><body><p>Canada&#39;s <a href=\"https://laohu8.com/S/SHOP\">Shopify </a>, returned to a profit in the third quarter, helped by strict cost controls and the use of artificial intelligence across its products to attract more merchants, sending its U.S. shares 10% higher before the bell.</p><p style=\"text-align: start;\">Total revenue for the three months to September stood at $1.7 billion, the company said on Thursday, compared with analysts&#39; estimate of $1.67 billion, according to LSEG data.</p><p>Shopify stock soars 20.15% after earnings report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb9b429984efce41520a2c2535aa934\" tg-width=\"805\" tg-height=\"630\"/></p><p>Shopify has been launching new tools and offerings to stay ahead of competition in the e-commerce arena, while also shipping products at much faster speeds.</p><p>The company has also integrated AI-enabled features into its products with the help of Shopify Magic and its AI-enabled assistant &#34;Sidekick&#34;.</p><p>Net income attributable to shareholders on a diluted basis was 55 cents per share, compared with a loss of 12 cents a year earlier.</p><p>Meanwhile, expenses fell nearly 23% to $779 million in the quarter.</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>Shopify Stock Surges 20% After Returning to Profit on Lower Expenses, AI Bets</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\">\nShopify Stock Surges 20% After Returning to Profit on Lower Expenses, AI Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-11-02 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Canada&#39;s <a href=\"https://laohu8.com/S/SHOP\">Shopify </a>, returned to a profit in the third quarter, helped by strict cost controls and the use of artificial intelligence across its products to attract more merchants, sending its U.S. shares 10% higher before the bell.</p><p style=\"text-align: start;\">Total revenue for the three months to September stood at $1.7 billion, the company said on Thursday, compared with analysts&#39; estimate of $1.67 billion, according to LSEG data.</p><p>Shopify stock soars 20.15% after earnings report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb9b429984efce41520a2c2535aa934\" tg-width=\"805\" tg-height=\"630\"/></p><p>Shopify has been launching new tools and offerings to stay ahead of competition in the e-commerce arena, while also shipping products at much faster speeds.</p><p>The company has also integrated AI-enabled features into its products with the help of Shopify Magic and its AI-enabled assistant &#34;Sidekick&#34;.</p><p>Net income attributable to shareholders on a diluted basis was 55 cents per share, compared with a loss of 12 cents a year earlier.</p><p>Meanwhile, expenses fell nearly 23% to $779 million in the quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145585463","content_text":"Canada's Shopify , returned to a profit in the third quarter, helped by strict cost controls and the use of artificial intelligence across its products to attract more merchants, sending its U.S. shares 10% higher before the bell.Total revenue for the three months to September stood at $1.7 billion, the company said on Thursday, compared with analysts' estimate of $1.67 billion, according to LSEG data.Shopify stock soars 20.15% after earnings report.Shopify has been launching new tools and offerings to stay ahead of competition in the e-commerce arena, while also shipping products at much faster speeds.The company has also integrated AI-enabled features into its products with the help of Shopify Magic and its AI-enabled assistant \"Sidekick\".Net income attributable to shareholders on a diluted basis was 55 cents per share, compared with a loss of 12 cents a year earlier.Meanwhile, expenses fell nearly 23% to $779 million in the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207118188720328,"gmtCreate":1691595140196,"gmtModify":1691595143467,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Guesx we just need to grit our teeth and wait for the upturn.&nbsp;","listText":"Guesx we just need to grit our teeth and wait for the upturn.&nbsp;","text":"Guesx we just need to grit our teeth and wait for the upturn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207118188720328","repostId":"2358756013","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204237623148736,"gmtCreate":1690896071836,"gmtModify":1690896075888,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"This is a compilation of the earlier released articles.&nbsp;","listText":"This is a compilation of the earlier released articles.&nbsp;","text":"This is a compilation of the earlier released articles.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204237623148736","repostId":"1152826949","repostType":4,"repost":{"id":"1152826949","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690892929,"share":"https://ttm.financial/m/news/1152826949?lang=&edition=fundamental","pubTime":"2023-08-01 20:28","market":"us","language":"en","title":"Pre-Bell | U.S. Futures Edge Lower; American Superconductor Skyrockets 62% While Tupperware Soars 23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152826949","media":"Tiger Newspress","summary":"Wall Street futures edged lower on Tuesday ahead of more economic data that could clear the air on a soft landing for the U.S. economy, while investors assessed mixed earnings from pharmaceutical heav","content":"<html><head></head><body><p>Wall Street futures edged lower on Tuesday ahead of more economic data that could clear the air on a soft landing for the U.S. economy, while investors assessed mixed earnings from pharmaceutical heavyweights Merck and Pfizer.</p><h2 id=\"id_3189399956\">Market Snapshot</h2><p>At 8:20 a.m. ET, Dow e-minis were down 44 points, or 0.12%, S&amp;P 500 e-minis were down 14.5 points, or 0.31%, and Nasdaq 100 e-minis were down 83.75 points, or 0.53%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cdaea47ced21956af26c646095246e8\" title=\"\" tg-width=\"1170\" tg-height=\"390\"/></p><h2 id=\"id_3280931201\">Pre-Market Movers</h2><p><a href=\"https://laohu8.com/S/TUP\">Tupperware</a> stock continues to fly nearly 23.65% higher in premarket trading on Tuesday. The stock soared 39% on Monday, for the highest close since Feb. 3.</p><p>In July, it has blasted 434% higher, a monthly record. The previous record was the 224.8% gain seen in July 2020. </p><p>The latest exchange data showed that short interest in Tupperware&#39;s stock, or bearish bets made, had climbed to a three-year high of 9.69 million shares, which 27% of the public float, or shares readily available for the public to trade.</p><p><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies</a> — The financial technology stock dropped 3.7% after KBW analyst Michael Perito downgraded the stock from underperform from market perform. Perito hiked his price target for shares by $2 to $7.50, however, which still implies shares can fall 34.5% from Monday’s closing price. </p><p><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a> — The beauty stock shed 1.1% following a Barclays downgrade to neutral from buy. The firm said difficulties in China could weigh on the business in the near-term.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/GPS\">Gap</a> — The retail stock climbed nearly 4% after Barclays upgraded Gap to overweight from equal weight. Analyst Adrienne Yih assigned a $13 price target to the company, which suggests shares could rally 26.2% from Monday’s close. The firm also upgraded retailers American Eagle, Bath &amp; Body Works and Tapestry to overweight. Each of those are up more than 2% in early morning trading.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UBER\">Uber</a> — Shares of the ride-hailing giant rose more than 2% in premarket trading after the company reported second-quarter results that missed analysts’ expectations for revenue but offered rosy guidance for the third quarter. CEO Dara Khosrowshahi said the company achieved two major milestones during the quarter: its first quarter of free cash flow over $1 billion and its first GAAP operating profit. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a> — Shares of the manufacturing company gained 1.4% after reporting better-than-expected earnings and revenue. Caterpillar warned of potential decline in sales and margins for the third quarter, however.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MRK\">Merck</a> — Shares of the pharmaceutical giant rose nearly 2% premarket after the company reported second-quarter revenue that topped expectations, driven by sales of its blockbuster cancer drug Keytruda and HPV vaccine Gardasil. Merck also posted a narrower than expected loss for the quarter.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PFE\">Pfizer</a> — The stock shed more than 1% in early morning trading after Pfizer reported second-quarter adjusted revenue that beat expectations but posted revenue that fell short of Wall Street’s estimates. The company’s revenue miss was caused by a decline in Covid product sales.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies</a> — Shares sank by nearly 20% in premarket trading after the data company reported a weak outlook for third-quarter revenue. ZoomInfo, which posted results after Monday’s close, said it anticipates $309 million to $312 million in revenue, falling short of analysts’ expectations of $326 million as gauged by Refinitiv. ZoomInfo’s revenue in the latest quarter also missed expectations, coming in at $309 million, while analysts estimated $311 million.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> — The automaker added about 2% after reporting operating income of 1.12 million yen ($7.84 billion) for the fiscal first quarter, 94% higher than a year prior. That topped the 9.878 trillion yen expected from analysts polled by Refinitiv.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ANET\">Arista Networks</a> — Shares advanced 13.6% in premarket trading after the company reported after the bell Monday that its quarterly earnings topped analysts’ expectations. Arista posted adjusted earnings of $1.58 per share, versus consensus analyst estimates of $1.44 per share, according to Refinitiv. Revenue also came in higher than expected at $1.46 billion, compared to analyst expectations of $1.38 billion.</p><h2 id=\"id_1436792912\">Market News</h2><h3 id=\"id_253908786\"><a href=\"https://ttm.financial/NW/2356919301\" title=\"NIO, Li, and XPeng Post Huge Deliveries Numbers\" target=\"_blank\" class=\"\">NIO, Li, and XPeng Post Huge Deliveries Numbers</a></h3><p>Chinese EV makers <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/XPEV\">XPeng </a>, and <a href=\"https://laohu8.com/S/LI\">Li Auto</a> on Tuesday reported combined deliveries in July of 65,604 vehicles. That’s a record and up more than 100% year over year.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a> delivered 34,134 cars in July, a record for the company, up from 32,575 delivered in June, and up from 10,422 delivered in July 2022. This year, Li has delivered 173,251 units, up 145% from the 70,825 delivered in the first seven months of 2022.</p><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> delivered 20,462 cars in July, also a record for the company, up from 10,707 delivered in June and up from 10,052 delivered in July 2022. Year to date, NIO has delivered 75,023 units, up 23% from the 60,879 delivered in the first seven months of 2022.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng </a> delivered 11,008 cars in July, up from 8,620 delivered in June and down from 11,524 delivered in July 2022. XPeng has delivered 52,443 units in 2023, down from 80,507 delivered in the first seven months of 2022.</p><h3 id=\"id_1331035635\"><a href=\"https://ttm.financial/NW/1151908821\" title=\"American Superconductor Skyrockets as Viral Room-Temperature Superconductor Claims Spark Excitement\" target=\"_blank\" class=\"\">American Superconductor Skyrockets as Viral Room-Temperature Superconductor Claims Spark Excitement</a></h3><p><a href=\"https://laohu8.com/S/AMSC\">American Superconductor</a> stock skyrockets 62% in premarket trading.</p><p>Last week, a group of South Korean physicists made a startling claim. In two papers uploaded to the arXiv preprint server, they say they have created a material that “opens a new era for humankind”.</p><p>LK-99, a lead-based compound, is purportedly a room-temperature, ambient-pressure superconductor. Such a material, which conducts electricity without any resistance under normal conditions, could have huge implications for energy generation and transmission, transport, computing and other areas of technology.</p><p style=\"text-align: start;\">The papers have sparked wild enthusiasm online, and several efforts to replicate the work. At the same time, there are <u>reports</u> of disputes among the Korean researchers over whether the research should have been released at all.</p><h3 id=\"id_3781717984\"><a href=\"https://ttm.financial/NW/1180458692\" title=\"Tesla Wants to Build a Semi Truck-Charging Route From Texas to California\" target=\"_blank\" class=\"\">Tesla Wants to Build a Semi Truck-Charging Route From Texas to California</a></h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> is seeking nearly $100 million from the US to build nine electric semi-truck charging stations along a route from the southern border of Texas to northern California, according to emails seen by Bloomberg News.</p><p style=\"text-align: start;\">The company proposed each be equipped with eight 750-kilowatt chargers for Tesla Semi vehicles and four chargers for trucks made by its competitors, its executives said in emails to the Texas Department of Transportation between May and early July.</p><p style=\"text-align: start;\">If successful, it would be a first-of-its-kind charging network in the US. It would enable long-haul electrified trucking from Texas to California, along with regional-haul trucking in Texas, Arizona and California. The US relies heavily upon commercial trucks to move goods, but has struggled to limit the sector’s greenhouse gas emissions.</p><h3 id=\"id_2230084869\"><a href=\"https://ttm.financial/NW/2356129967\" title=\"Meta Prepares Chatbots With Personas to Try to Retain Users\" target=\"_blank\" class=\"\">Meta Prepares Chatbots With Personas to Try to Retain Users</a></h3><p>Facebook owner <a href=\"https://laohu8.com/S/META\">Meta</a> is preparing to launch a range of artificial intelligence-powered chatbots that exhibit different personalities as soon as next month, in an attempt to boost engagement with its social media platforms.<br/><br/>The tech giant led by chief executive Mark Zuckerberg has been designing prototypes for chatbots that can have humanlike discussions with its nearly 4bn users, according to three people with knowledge of the plans.<br/><br/>These people said some of the chatbots, which staffers have dubbed “personas”, take the form of different characters. The company has explored launching one that speaks like Abraham Lincoln and another that advises on travel options in the style of a surfer, according to a person with knowledge of the plans.</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>Pre-Bell | U.S. Futures Edge Lower; American Superconductor Skyrockets 62% While Tupperware Soars 23%</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\">\nPre-Bell | U.S. Futures Edge Lower; American Superconductor Skyrockets 62% While Tupperware Soars 23%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-01 20:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street futures edged lower on Tuesday ahead of more economic data that could clear the air on a soft landing for the U.S. economy, while investors assessed mixed earnings from pharmaceutical heavyweights Merck and Pfizer.</p><h2 id=\"id_3189399956\">Market Snapshot</h2><p>At 8:20 a.m. ET, Dow e-minis were down 44 points, or 0.12%, S&amp;P 500 e-minis were down 14.5 points, or 0.31%, and Nasdaq 100 e-minis were down 83.75 points, or 0.53%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cdaea47ced21956af26c646095246e8\" title=\"\" tg-width=\"1170\" tg-height=\"390\"/></p><h2 id=\"id_3280931201\">Pre-Market Movers</h2><p><a href=\"https://laohu8.com/S/TUP\">Tupperware</a> stock continues to fly nearly 23.65% higher in premarket trading on Tuesday. The stock soared 39% on Monday, for the highest close since Feb. 3.</p><p>In July, it has blasted 434% higher, a monthly record. The previous record was the 224.8% gain seen in July 2020. </p><p>The latest exchange data showed that short interest in Tupperware&#39;s stock, or bearish bets made, had climbed to a three-year high of 9.69 million shares, which 27% of the public float, or shares readily available for the public to trade.</p><p><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies</a> — The financial technology stock dropped 3.7% after KBW analyst Michael Perito downgraded the stock from underperform from market perform. Perito hiked his price target for shares by $2 to $7.50, however, which still implies shares can fall 34.5% from Monday’s closing price. </p><p><a href=\"https://laohu8.com/S/EL\">Estee Lauder</a> — The beauty stock shed 1.1% following a Barclays downgrade to neutral from buy. The firm said difficulties in China could weigh on the business in the near-term.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/GPS\">Gap</a> — The retail stock climbed nearly 4% after Barclays upgraded Gap to overweight from equal weight. Analyst Adrienne Yih assigned a $13 price target to the company, which suggests shares could rally 26.2% from Monday’s close. The firm also upgraded retailers American Eagle, Bath &amp; Body Works and Tapestry to overweight. Each of those are up more than 2% in early morning trading.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UBER\">Uber</a> — Shares of the ride-hailing giant rose more than 2% in premarket trading after the company reported second-quarter results that missed analysts’ expectations for revenue but offered rosy guidance for the third quarter. CEO Dara Khosrowshahi said the company achieved two major milestones during the quarter: its first quarter of free cash flow over $1 billion and its first GAAP operating profit. </p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CAT\">Caterpillar</a> — Shares of the manufacturing company gained 1.4% after reporting better-than-expected earnings and revenue. Caterpillar warned of potential decline in sales and margins for the third quarter, however.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MRK\">Merck</a> — Shares of the pharmaceutical giant rose nearly 2% premarket after the company reported second-quarter revenue that topped expectations, driven by sales of its blockbuster cancer drug Keytruda and HPV vaccine Gardasil. Merck also posted a narrower than expected loss for the quarter.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PFE\">Pfizer</a> — The stock shed more than 1% in early morning trading after Pfizer reported second-quarter adjusted revenue that beat expectations but posted revenue that fell short of Wall Street’s estimates. The company’s revenue miss was caused by a decline in Covid product sales.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ZI\">ZoomInfo Technologies</a> — Shares sank by nearly 20% in premarket trading after the data company reported a weak outlook for third-quarter revenue. ZoomInfo, which posted results after Monday’s close, said it anticipates $309 million to $312 million in revenue, falling short of analysts’ expectations of $326 million as gauged by Refinitiv. ZoomInfo’s revenue in the latest quarter also missed expectations, coming in at $309 million, while analysts estimated $311 million.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> — The automaker added about 2% after reporting operating income of 1.12 million yen ($7.84 billion) for the fiscal first quarter, 94% higher than a year prior. That topped the 9.878 trillion yen expected from analysts polled by Refinitiv.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ANET\">Arista Networks</a> — Shares advanced 13.6% in premarket trading after the company reported after the bell Monday that its quarterly earnings topped analysts’ expectations. Arista posted adjusted earnings of $1.58 per share, versus consensus analyst estimates of $1.44 per share, according to Refinitiv. Revenue also came in higher than expected at $1.46 billion, compared to analyst expectations of $1.38 billion.</p><h2 id=\"id_1436792912\">Market News</h2><h3 id=\"id_253908786\"><a href=\"https://ttm.financial/NW/2356919301\" title=\"NIO, Li, and XPeng Post Huge Deliveries Numbers\" target=\"_blank\" class=\"\">NIO, Li, and XPeng Post Huge Deliveries Numbers</a></h3><p>Chinese EV makers <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/XPEV\">XPeng </a>, and <a href=\"https://laohu8.com/S/LI\">Li Auto</a> on Tuesday reported combined deliveries in July of 65,604 vehicles. That’s a record and up more than 100% year over year.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a> delivered 34,134 cars in July, a record for the company, up from 32,575 delivered in June, and up from 10,422 delivered in July 2022. This year, Li has delivered 173,251 units, up 145% from the 70,825 delivered in the first seven months of 2022.</p><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> delivered 20,462 cars in July, also a record for the company, up from 10,707 delivered in June and up from 10,052 delivered in July 2022. Year to date, NIO has delivered 75,023 units, up 23% from the 60,879 delivered in the first seven months of 2022.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng </a> delivered 11,008 cars in July, up from 8,620 delivered in June and down from 11,524 delivered in July 2022. XPeng has delivered 52,443 units in 2023, down from 80,507 delivered in the first seven months of 2022.</p><h3 id=\"id_1331035635\"><a href=\"https://ttm.financial/NW/1151908821\" title=\"American Superconductor Skyrockets as Viral Room-Temperature Superconductor Claims Spark Excitement\" target=\"_blank\" class=\"\">American Superconductor Skyrockets as Viral Room-Temperature Superconductor Claims Spark Excitement</a></h3><p><a href=\"https://laohu8.com/S/AMSC\">American Superconductor</a> stock skyrockets 62% in premarket trading.</p><p>Last week, a group of South Korean physicists made a startling claim. In two papers uploaded to the arXiv preprint server, they say they have created a material that “opens a new era for humankind”.</p><p>LK-99, a lead-based compound, is purportedly a room-temperature, ambient-pressure superconductor. Such a material, which conducts electricity without any resistance under normal conditions, could have huge implications for energy generation and transmission, transport, computing and other areas of technology.</p><p style=\"text-align: start;\">The papers have sparked wild enthusiasm online, and several efforts to replicate the work. At the same time, there are <u>reports</u> of disputes among the Korean researchers over whether the research should have been released at all.</p><h3 id=\"id_3781717984\"><a href=\"https://ttm.financial/NW/1180458692\" title=\"Tesla Wants to Build a Semi Truck-Charging Route From Texas to California\" target=\"_blank\" class=\"\">Tesla Wants to Build a Semi Truck-Charging Route From Texas to California</a></h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> is seeking nearly $100 million from the US to build nine electric semi-truck charging stations along a route from the southern border of Texas to northern California, according to emails seen by Bloomberg News.</p><p style=\"text-align: start;\">The company proposed each be equipped with eight 750-kilowatt chargers for Tesla Semi vehicles and four chargers for trucks made by its competitors, its executives said in emails to the Texas Department of Transportation between May and early July.</p><p style=\"text-align: start;\">If successful, it would be a first-of-its-kind charging network in the US. It would enable long-haul electrified trucking from Texas to California, along with regional-haul trucking in Texas, Arizona and California. The US relies heavily upon commercial trucks to move goods, but has struggled to limit the sector’s greenhouse gas emissions.</p><h3 id=\"id_2230084869\"><a href=\"https://ttm.financial/NW/2356129967\" title=\"Meta Prepares Chatbots With Personas to Try to Retain Users\" target=\"_blank\" class=\"\">Meta Prepares Chatbots With Personas to Try to Retain Users</a></h3><p>Facebook owner <a href=\"https://laohu8.com/S/META\">Meta</a> is preparing to launch a range of artificial intelligence-powered chatbots that exhibit different personalities as soon as next month, in an attempt to boost engagement with its social media platforms.<br/><br/>The tech giant led by chief executive Mark Zuckerberg has been designing prototypes for chatbots that can have humanlike discussions with its nearly 4bn users, according to three people with knowledge of the plans.<br/><br/>These people said some of the chatbots, which staffers have dubbed “personas”, take the form of different characters. The company has explored launching one that speaks like Abraham Lincoln and another that advises on travel options in the style of a surfer, according to a person with knowledge of the plans.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152826949","content_text":"Wall Street futures edged lower on Tuesday ahead of more economic data that could clear the air on a soft landing for the U.S. economy, while investors assessed mixed earnings from pharmaceutical heavyweights Merck and Pfizer.Market SnapshotAt 8:20 a.m. ET, Dow e-minis were down 44 points, or 0.12%, S&P 500 e-minis were down 14.5 points, or 0.31%, and Nasdaq 100 e-minis were down 83.75 points, or 0.53%.Pre-Market MoversTupperware stock continues to fly nearly 23.65% higher in premarket trading on Tuesday. The stock soared 39% on Monday, for the highest close since Feb. 3.In July, it has blasted 434% higher, a monthly record. The previous record was the 224.8% gain seen in July 2020. The latest exchange data showed that short interest in Tupperware's stock, or bearish bets made, had climbed to a three-year high of 9.69 million shares, which 27% of the public float, or shares readily available for the public to trade.SoFi Technologies — The financial technology stock dropped 3.7% after KBW analyst Michael Perito downgraded the stock from underperform from market perform. Perito hiked his price target for shares by $2 to $7.50, however, which still implies shares can fall 34.5% from Monday’s closing price. Estee Lauder — The beauty stock shed 1.1% following a Barclays downgrade to neutral from buy. The firm said difficulties in China could weigh on the business in the near-term.Gap — The retail stock climbed nearly 4% after Barclays upgraded Gap to overweight from equal weight. Analyst Adrienne Yih assigned a $13 price target to the company, which suggests shares could rally 26.2% from Monday’s close. The firm also upgraded retailers American Eagle, Bath & Body Works and Tapestry to overweight. Each of those are up more than 2% in early morning trading.Uber — Shares of the ride-hailing giant rose more than 2% in premarket trading after the company reported second-quarter results that missed analysts’ expectations for revenue but offered rosy guidance for the third quarter. CEO Dara Khosrowshahi said the company achieved two major milestones during the quarter: its first quarter of free cash flow over $1 billion and its first GAAP operating profit. Caterpillar — Shares of the manufacturing company gained 1.4% after reporting better-than-expected earnings and revenue. Caterpillar warned of potential decline in sales and margins for the third quarter, however.Merck — Shares of the pharmaceutical giant rose nearly 2% premarket after the company reported second-quarter revenue that topped expectations, driven by sales of its blockbuster cancer drug Keytruda and HPV vaccine Gardasil. Merck also posted a narrower than expected loss for the quarter.Pfizer — The stock shed more than 1% in early morning trading after Pfizer reported second-quarter adjusted revenue that beat expectations but posted revenue that fell short of Wall Street’s estimates. The company’s revenue miss was caused by a decline in Covid product sales.ZoomInfo Technologies — Shares sank by nearly 20% in premarket trading after the data company reported a weak outlook for third-quarter revenue. ZoomInfo, which posted results after Monday’s close, said it anticipates $309 million to $312 million in revenue, falling short of analysts’ expectations of $326 million as gauged by Refinitiv. ZoomInfo’s revenue in the latest quarter also missed expectations, coming in at $309 million, while analysts estimated $311 million.Toyota Motor — The automaker added about 2% after reporting operating income of 1.12 million yen ($7.84 billion) for the fiscal first quarter, 94% higher than a year prior. That topped the 9.878 trillion yen expected from analysts polled by Refinitiv.Arista Networks — Shares advanced 13.6% in premarket trading after the company reported after the bell Monday that its quarterly earnings topped analysts’ expectations. Arista posted adjusted earnings of $1.58 per share, versus consensus analyst estimates of $1.44 per share, according to Refinitiv. Revenue also came in higher than expected at $1.46 billion, compared to analyst expectations of $1.38 billion.Market NewsNIO, Li, and XPeng Post Huge Deliveries NumbersChinese EV makers NIO, XPeng , and Li Auto on Tuesday reported combined deliveries in July of 65,604 vehicles. That’s a record and up more than 100% year over year.Li Auto delivered 34,134 cars in July, a record for the company, up from 32,575 delivered in June, and up from 10,422 delivered in July 2022. This year, Li has delivered 173,251 units, up 145% from the 70,825 delivered in the first seven months of 2022.NIO delivered 20,462 cars in July, also a record for the company, up from 10,707 delivered in June and up from 10,052 delivered in July 2022. Year to date, NIO has delivered 75,023 units, up 23% from the 60,879 delivered in the first seven months of 2022.XPeng  delivered 11,008 cars in July, up from 8,620 delivered in June and down from 11,524 delivered in July 2022. XPeng has delivered 52,443 units in 2023, down from 80,507 delivered in the first seven months of 2022.American Superconductor Skyrockets as Viral Room-Temperature Superconductor Claims Spark ExcitementAmerican Superconductor stock skyrockets 62% in premarket trading.Last week, a group of South Korean physicists made a startling claim. In two papers uploaded to the arXiv preprint server, they say they have created a material that “opens a new era for humankind”.LK-99, a lead-based compound, is purportedly a room-temperature, ambient-pressure superconductor. Such a material, which conducts electricity without any resistance under normal conditions, could have huge implications for energy generation and transmission, transport, computing and other areas of technology.The papers have sparked wild enthusiasm online, and several efforts to replicate the work. At the same time, there are reports of disputes among the Korean researchers over whether the research should have been released at all.Tesla Wants to Build a Semi Truck-Charging Route From Texas to CaliforniaTesla Inc. is seeking nearly $100 million from the US to build nine electric semi-truck charging stations along a route from the southern border of Texas to northern California, according to emails seen by Bloomberg News.The company proposed each be equipped with eight 750-kilowatt chargers for Tesla Semi vehicles and four chargers for trucks made by its competitors, its executives said in emails to the Texas Department of Transportation between May and early July.If successful, it would be a first-of-its-kind charging network in the US. It would enable long-haul electrified trucking from Texas to California, along with regional-haul trucking in Texas, Arizona and California. The US relies heavily upon commercial trucks to move goods, but has struggled to limit the sector’s greenhouse gas emissions.Meta Prepares Chatbots With Personas to Try to Retain UsersFacebook owner Meta is preparing to launch a range of artificial intelligence-powered chatbots that exhibit different personalities as soon as next month, in an attempt to boost engagement with its social media platforms.The tech giant led by chief executive Mark Zuckerberg has been designing prototypes for chatbots that can have humanlike discussions with its nearly 4bn users, according to three people with knowledge of the plans.These people said some of the chatbots, which staffers have dubbed “personas”, take the form of different characters. The company has explored launching one that speaks like Abraham Lincoln and another that advises on travel options in the style of a surfer, according to a person with knowledge of the plans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204221243228312,"gmtCreate":1690892056979,"gmtModify":1690892061099,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"I think Tupperware is a non progressive enterprise. I will stay away.&nbsp;","listText":"I think Tupperware is a non progressive enterprise. I will stay away.&nbsp;","text":"I think Tupperware is a non progressive enterprise. I will stay away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204221243228312","repostId":"2356959456","repostType":4,"repost":{"id":"2356959456","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690889384,"share":"https://ttm.financial/m/news/2356959456?lang=&edition=fundamental","pubTime":"2023-08-01 19:29","market":"us","language":"en","title":"Tupperware Stock Extends Rally to 25% Premarket. It has Blasted 434% Higher in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2356959456","media":"Tiger Newspress","summary":"In July, it has blasted 434% higher, a monthly record.","content":"<html><head></head><body><p>Tupperware stock continues to fly nearly 25% higher in premarket trading on Tuesday.</p><p>The stock <a href=\"https://laohu8.com/S/TUP\">$(TUP)$</a> soared 39% on Monday, for the highest close since Feb. 3.</p><p>Monday&#39;s rally adds to the stock&#39;s 242.2% rally last week, which was the biggest one-week gain since it went public in May 1996.</p><p>In July, it has blasted 434% higher, a monthly record. The previous record was the 224.8% gain seen in July 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82aae3931f110d93ab626896ab6500f8\" title=\"\" tg-width=\"804\" tg-height=\"623\"/></p><p>The stock&#39;s historic rally kicked off after closing at a record low of 62 cents on July 18. The daily gains have been highlighted by the record 75.6% jump on July 24, despite no news being reported.</p><p>Since the record low close, the stock has soared more than 7-fold (up 617.7%).</p><p>Amid its surging share price, the company&#39;s market capitalization has reached $196.96 million. On July 7, when Tupperware said that it had entered a waiver agreement with some of its creditors, the company&#39;s market cap hovered around $33 million.</p><p>The latest exchange data showed that short interest in Tupperware&#39;s stock, or bearish bets made, had climbed to a three-year high of 9.69 million shares, which 27% of the public float, or shares readily available for the public to trade.</p><p>In comparison with a stock that some say has been subject to a rally induced by bearish investors covering their short bets, often referred to as a &#34;short squeeze,&#34; <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a>&#39;s short interest represented 30.8% of its public float.</p><p>In its preliminary full-year results reported in March, Tupperware sported an 18% sales decline compared with the prior year. Back then, Tupperware Chief Financial Officer Mariela Matute said in a statement that 2023 was expected to be a transition year for the company as it worked to stabilize its business and get on better financial footing.</p><p>The following month, Tupperware issued a going-concern warning, essentially cautioning that it could go bust. Tupperware also announced the hiring of financial advisers to help it navigate its near-term challenges.</p><p>The company is projected to release its next quarterly report later this week, according to FactSet.</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>Tupperware Stock Extends Rally to 25% Premarket. It has Blasted 434% Higher in July</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\">\nTupperware Stock Extends Rally to 25% Premarket. It has Blasted 434% Higher in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-01 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tupperware stock continues to fly nearly 25% higher in premarket trading on Tuesday.</p><p>The stock <a href=\"https://laohu8.com/S/TUP\">$(TUP)$</a> soared 39% on Monday, for the highest close since Feb. 3.</p><p>Monday&#39;s rally adds to the stock&#39;s 242.2% rally last week, which was the biggest one-week gain since it went public in May 1996.</p><p>In July, it has blasted 434% higher, a monthly record. The previous record was the 224.8% gain seen in July 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82aae3931f110d93ab626896ab6500f8\" title=\"\" tg-width=\"804\" tg-height=\"623\"/></p><p>The stock&#39;s historic rally kicked off after closing at a record low of 62 cents on July 18. The daily gains have been highlighted by the record 75.6% jump on July 24, despite no news being reported.</p><p>Since the record low close, the stock has soared more than 7-fold (up 617.7%).</p><p>Amid its surging share price, the company&#39;s market capitalization has reached $196.96 million. On July 7, when Tupperware said that it had entered a waiver agreement with some of its creditors, the company&#39;s market cap hovered around $33 million.</p><p>The latest exchange data showed that short interest in Tupperware&#39;s stock, or bearish bets made, had climbed to a three-year high of 9.69 million shares, which 27% of the public float, or shares readily available for the public to trade.</p><p>In comparison with a stock that some say has been subject to a rally induced by bearish investors covering their short bets, often referred to as a &#34;short squeeze,&#34; <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a>&#39;s short interest represented 30.8% of its public float.</p><p>In its preliminary full-year results reported in March, Tupperware sported an 18% sales decline compared with the prior year. Back then, Tupperware Chief Financial Officer Mariela Matute said in a statement that 2023 was expected to be a transition year for the company as it worked to stabilize its business and get on better financial footing.</p><p>The following month, Tupperware issued a going-concern warning, essentially cautioning that it could go bust. Tupperware also announced the hiring of financial advisers to help it navigate its near-term challenges.</p><p>The company is projected to release its next quarterly report later this week, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356959456","content_text":"Tupperware stock continues to fly nearly 25% higher in premarket trading on Tuesday.The stock $(TUP)$ soared 39% on Monday, for the highest close since Feb. 3.Monday's rally adds to the stock's 242.2% rally last week, which was the biggest one-week gain since it went public in May 1996.In July, it has blasted 434% higher, a monthly record. The previous record was the 224.8% gain seen in July 2020.The stock's historic rally kicked off after closing at a record low of 62 cents on July 18. The daily gains have been highlighted by the record 75.6% jump on July 24, despite no news being reported.Since the record low close, the stock has soared more than 7-fold (up 617.7%).Amid its surging share price, the company's market capitalization has reached $196.96 million. On July 7, when Tupperware said that it had entered a waiver agreement with some of its creditors, the company's market cap hovered around $33 million.The latest exchange data showed that short interest in Tupperware's stock, or bearish bets made, had climbed to a three-year high of 9.69 million shares, which 27% of the public float, or shares readily available for the public to trade.In comparison with a stock that some say has been subject to a rally induced by bearish investors covering their short bets, often referred to as a \"short squeeze,\" Sirius XM Holdings Inc.'s short interest represented 30.8% of its public float.In its preliminary full-year results reported in March, Tupperware sported an 18% sales decline compared with the prior year. Back then, Tupperware Chief Financial Officer Mariela Matute said in a statement that 2023 was expected to be a transition year for the company as it worked to stabilize its business and get on better financial footing.The following month, Tupperware issued a going-concern warning, essentially cautioning that it could go bust. Tupperware also announced the hiring of financial advisers to help it navigate its near-term challenges.The company is projected to release its next quarterly report later this week, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206597752410312,"gmtCreate":1691470742540,"gmtModify":1691470746700,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Buy and hold","listText":"Buy and hold","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206597752410312","repostId":"2357678238","repostType":4,"repost":{"id":"2357678238","pubTimestamp":1691458670,"share":"https://ttm.financial/m/news/2357678238?lang=&edition=fundamental","pubTime":"2023-08-08 09:37","market":"us","language":"en","title":"AAPL Stock’s Pullback: A Golden Opportunity for Long-term Apple Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2357678238","media":"InvestorPlace","summary":"For those who decide to seize the opportunity if it arises (i.e. if shares moderately correct), strong returns over a multi-year time frame could be your reward for staying the course with AAPL stock.","content":"<html><head></head><body><ul><li><p>After a mixed earnings report, <strong>Apple</strong> (<strong>AAPL</strong>) shares have experienced a modest decline in price.</p></li><li><p>Some may view this move as the beginning of the end for AAPL’s 2023 resurgence, but making a full-on exit from this stock isn’t the best move.</p></li><li><p>Instead, if you’re looking to make this a long-term “buy and hold” position, this latest pullback works to your advantage.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0320c9e2931b9c2e54f79e925269e774\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: sylv1rob1 / Shutterstock.com</p><p>Among tech stocks this earnings season, it’s been a mixed bag. While some tech stocks have surged after earnings, others, like <strong>Apple</strong> (NASDAQ:<strong>AAPL</strong>) stock have pulled back following the release of their latest quarterly results.</p><p>Sure, the post-earnings decline for AAPL stock hasn’t been all that severe. Shares in the tech giant have only declined by a few percentage points.</p><p>However, despite some bright spots in this overall-mixed earnings release (such as the performance of one of its units that will likely drive future growth), you may think this is the beginning of the end to AAPL’s hot run during 2023.</p><p>While it’s not for certain whether this FAANG component will keep falling, or start to pick back up, in the immediate term, if you are a long-term investor, it’s best to view this latest move as merely market noise. Why? Let’s take a closer look, and find out.</p><h2 id=\"id_3994189988\">AAPL Stock Results and the Market’s Reaction</h2><p>Post-market on Aug. 3, Apple released results for its fiscal third quarter (ending July 1, 2023). During the period, the company reported revenue of $81.8 billion, and earnings of $1.26 per share.</p><p>Although both these figures declined on a year-over-year basis, and revenue came in only a few million below analyst estimates, earnings did beat expectations.</p><p>Like I hinted above, there was a positive takeaway with the latest results from one of Apple’s high-potential business units.</p><p>That would be the company’s Services unit. Last quarter, Services revenue grew by 8%, suggesting that a growth resurgence with this high-margin segment may be starting to take shape.</p><p>Again, based on the post-earnings price performance of AAPL stock, investors are seemingly focused more on the negatives than the positives. Admittedly, iPhone, Mac, and iPad sales did decline compared to the prior year’s quarter.</p><p>The tech slump clearly keeps weighing on results. Based on updated guidance, this is expected to continue during this quarter (ending September 2023).</p><p>Yet while the earnings release has, and could continue, to dampen sentiment for AAPL in the near-term, this isn’t a reason to jump ship. Rather, it’s good news for long-term investors.</p><h2 id=\"id_2972853462\">The Weakness You’ve Been Waiting For</h2><p>From January through the start of August, AAPL stock experienced a moderately steep climb to higher prices. Although plenty hopped aboard this bandwagon, it’s possible you skipped out on initiating or adding to an Apple position on concerns this run-up was not sustainable.</p><p>However, the opportunity for more valuation-conscious investors to dive may be just around the corner. How so? The market could continue to absorb the prospect of continued soft demand for Apple’s hardware products.</p><p>Bearish updates to analyst ratings aren’t helping, and may place more pressure on AAPL. All of this could lead to a moderate price decline for shares in the near-term.</p><p>That’s not to say Apple will fall all the way back to $125 per share, but a retreat to between $150 and $175 per share isn’t out of the question. If this happens, consider it high time to pounce.</p><p>For those who have yet to buy, such price levels are a solid entry point. If you already own this stock, this is also a solid price point for increasing your exposure.</p><p>Mostly, because the factors that make AAPL (in my view) one of the best “buy and hold” stocks out there, have not gone away.</p><h2 id=\"id_3111550923\">Bottom Line: Seize the Opportunity</h2><p>Going into earnings, it wasn’t unknown that Apple is experiencing demand challenges. It wasn’t unknown either, that this challenge could carry on throughout the rest of the fiscal year (ending September 2023).</p><p>However, to say “it’s all downhill from here” isn’t a hyperbolic statement. Based on sell-side earnings forecasts, Apple remains poised to report improved earnings starting next fiscal year.</p><p>As I have argued previously, in the longer-term, expansion of the iPhone’s presence in emerging markets like India, plus the continued growth of its Services unit, alongside some of the company’s chancier wagers (like the metaverse or self-driving cars) paying off, means continued strong growth.</p><p>For those who decide to seize the opportunity if it arises (i.e. if shares moderately correct), strong returns over a multi-year time frame could be your reward for staying the course with AAPL stock.</p><p>AAPL stock earns a B rating in <em>Portfolio Grader</em>.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AAPL Stock’s Pullback: A Golden Opportunity for Long-term Apple Investors?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAAPL Stock’s Pullback: A Golden Opportunity for Long-term Apple Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-08 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/08/aapl-stocks-pullback-a-golden-opportunity-for-long-term-apple-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a mixed earnings report, Apple (AAPL) shares have experienced a modest decline in price.Some may view this move as the beginning of the end for AAPL’s 2023 resurgence, but making a full-on exit ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/08/aapl-stocks-pullback-a-golden-opportunity-for-long-term-apple-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4515":"5G概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4576":"AR","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","BK4575":"芯片概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4211":"区域性银行","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4501":"段永平概念","BK4527":"明星科技股","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4579":"人工智能","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BK4574":"无人驾驶","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","AAPL":"苹果","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD"},"source_url":"https://investorplace.com/market360/2023/08/aapl-stocks-pullback-a-golden-opportunity-for-long-term-apple-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2357678238","content_text":"After a mixed earnings report, Apple (AAPL) shares have experienced a modest decline in price.Some may view this move as the beginning of the end for AAPL’s 2023 resurgence, but making a full-on exit from this stock isn’t the best move.Instead, if you’re looking to make this a long-term “buy and hold” position, this latest pullback works to your advantage.Source: sylv1rob1 / Shutterstock.comAmong tech stocks this earnings season, it’s been a mixed bag. While some tech stocks have surged after earnings, others, like Apple (NASDAQ:AAPL) stock have pulled back following the release of their latest quarterly results.Sure, the post-earnings decline for AAPL stock hasn’t been all that severe. Shares in the tech giant have only declined by a few percentage points.However, despite some bright spots in this overall-mixed earnings release (such as the performance of one of its units that will likely drive future growth), you may think this is the beginning of the end to AAPL’s hot run during 2023.While it’s not for certain whether this FAANG component will keep falling, or start to pick back up, in the immediate term, if you are a long-term investor, it’s best to view this latest move as merely market noise. Why? Let’s take a closer look, and find out.AAPL Stock Results and the Market’s ReactionPost-market on Aug. 3, Apple released results for its fiscal third quarter (ending July 1, 2023). During the period, the company reported revenue of $81.8 billion, and earnings of $1.26 per share.Although both these figures declined on a year-over-year basis, and revenue came in only a few million below analyst estimates, earnings did beat expectations.Like I hinted above, there was a positive takeaway with the latest results from one of Apple’s high-potential business units.That would be the company’s Services unit. Last quarter, Services revenue grew by 8%, suggesting that a growth resurgence with this high-margin segment may be starting to take shape.Again, based on the post-earnings price performance of AAPL stock, investors are seemingly focused more on the negatives than the positives. Admittedly, iPhone, Mac, and iPad sales did decline compared to the prior year’s quarter.The tech slump clearly keeps weighing on results. Based on updated guidance, this is expected to continue during this quarter (ending September 2023).Yet while the earnings release has, and could continue, to dampen sentiment for AAPL in the near-term, this isn’t a reason to jump ship. Rather, it’s good news for long-term investors.The Weakness You’ve Been Waiting ForFrom January through the start of August, AAPL stock experienced a moderately steep climb to higher prices. Although plenty hopped aboard this bandwagon, it’s possible you skipped out on initiating or adding to an Apple position on concerns this run-up was not sustainable.However, the opportunity for more valuation-conscious investors to dive may be just around the corner. How so? The market could continue to absorb the prospect of continued soft demand for Apple’s hardware products.Bearish updates to analyst ratings aren’t helping, and may place more pressure on AAPL. All of this could lead to a moderate price decline for shares in the near-term.That’s not to say Apple will fall all the way back to $125 per share, but a retreat to between $150 and $175 per share isn’t out of the question. If this happens, consider it high time to pounce.For those who have yet to buy, such price levels are a solid entry point. If you already own this stock, this is also a solid price point for increasing your exposure.Mostly, because the factors that make AAPL (in my view) one of the best “buy and hold” stocks out there, have not gone away.Bottom Line: Seize the OpportunityGoing into earnings, it wasn’t unknown that Apple is experiencing demand challenges. It wasn’t unknown either, that this challenge could carry on throughout the rest of the fiscal year (ending September 2023).However, to say “it’s all downhill from here” isn’t a hyperbolic statement. Based on sell-side earnings forecasts, Apple remains poised to report improved earnings starting next fiscal year.As I have argued previously, in the longer-term, expansion of the iPhone’s presence in emerging markets like India, plus the continued growth of its Services unit, alongside some of the company’s chancier wagers (like the metaverse or self-driving cars) paying off, means continued strong growth.For those who decide to seize the opportunity if it arises (i.e. if shares moderately correct), strong returns over a multi-year time frame could be your reward for staying the course with AAPL stock.AAPL stock earns a B rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204536979488800,"gmtCreate":1690969138407,"gmtModify":1690969141647,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Oh no oh no&nbsp;","listText":"Oh no oh no&nbsp;","text":"Oh no oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204536979488800","repostId":"2356318847","repostType":4,"repost":{"id":"2356318847","pubTimestamp":1690968098,"share":"https://ttm.financial/m/news/2356318847?lang=&edition=fundamental","pubTime":"2023-08-02 17:21","market":"us","language":"en","title":"Xpeng Shares Plunge 9% Premarket As Rumors Swirl That Its Head of Autonomous Driving to Depart","url":"https://stock-news.laohu8.com/highlight/detail?id=2356318847","media":"CnEVPost","summary":"Xpeng's vice president of autonomous driving, Wu Xinzhou, is rumored to be leaving the company and is set to join US chip giant Nvidia.\n...","content":"<html><head></head><body><blockquote>Xpeng&#39;s vice president of autonomous driving, Wu Xinzhou, is rumored to be leaving the company and is set to join US chip giant Nvidia.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/508bd4e2ba4b7044c0d912adadd061f4\" title=\"\" tg-width=\"1200\" tg-height=\"601\"/></p><p>Shares of Xpeng (NYSE: XPEV) traded in Hong Kong saw a rare plunge today, as rumors spread widely that the company&#39;s head of autonomous driving is leaving.</p><p>At least two articles seen by CnEVPost posted on Baidu and WeChat said that Xpeng&#39;s vice president of autonomous driving, Wu Xinzhou, is leaving the company and will join US chip giant Nvidia.</p><p>One of the articles was posted just before 8 am this morning, and the other in the late afternoon. CnEVPost can&#39;t confirm the authenticity of the information, as neither of the sources are routinely tracked by us.</p><p>Xpeng&#39;s Hong Kong-traded shares plunged 14.63 percent to HK$70.60 by Wednesday&#39;s close, the biggest one-day drop since October 28, 2022.</p><p>Xpeng closed down 4.16 percent in the US stock market on Tuesday. At press time, it was down 9.13 percent in US pre-market trading Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d477e4fb9eaffe19eb963c753101a83\" tg-width=\"794\" tg-height=\"620\"/></p><p>Rumors about Wu&#39;s departure may be a major factor in Xpeng&#39;s big drop in Hong Kong today.</p><p>The company&#39;s figures released yesterday showed it delivered 11,008 vehicles in July, its sixth sequential increase. More than 3,900 units of the highly anticipated G6 were delivered.</p><p>Wu joined Xpeng in March 2019 and has led the company to become one of China&#39;s most recognizable names in self-driving technology in just a few years.</p><p>He has been responsible for overall autonomous driving technology route planning, business and team management at Xpeng and reports to He Xiaopeng, the EV maker&#39;s chairman and CEO.</p><p>A graduate of China&#39;s top-ranked Tsinghua University, Wu joined Xpeng after more than a decade at Qualcomm, where he focused primarily on autonomous driving solutions.</p><p>On June 15, Xpeng&#39;s City NGP (Navigation Guided Pilot) feature was opened in Beijing for users participating in public testing, making it the first EV maker to do so in China.</p><p>City NGP is an ADAS function similar to Tesla&#39;s FSD, which allows the vehicle to perform a full range of driving tasks when it is activated and the navigation destination is set.</p><p>The feature has previously been available in Guangzhou, Shenzhen, and Shanghai, and Xpeng aims to have City NGP cover dozens of additional cities within the year.</p></body></html>","source":"cnevpost_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>Xpeng Shares Plunge 9% Premarket As Rumors Swirl That Its Head of Autonomous Driving to Depart</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Shares Plunge 9% Premarket As Rumors Swirl That Its Head of Autonomous Driving to Depart\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-02 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/08/02/xpeng-shares-plunge-hk-rumors-autonomous-driving-head-to-depart/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Xpeng's vice president of autonomous driving, Wu Xinzhou, is rumored to be leaving the company and is set to join US chip giant Nvidia.Shares of Xpeng (NYSE: XPEV) traded in Hong Kong saw a rare ...</p>\n\n<a href=\"https://cnevpost.com/2023/08/02/xpeng-shares-plunge-hk-rumors-autonomous-driving-head-to-depart/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://cnevpost.com/2023/08/02/xpeng-shares-plunge-hk-rumors-autonomous-driving-head-to-depart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356318847","content_text":"Xpeng's vice president of autonomous driving, Wu Xinzhou, is rumored to be leaving the company and is set to join US chip giant Nvidia.Shares of Xpeng (NYSE: XPEV) traded in Hong Kong saw a rare plunge today, as rumors spread widely that the company's head of autonomous driving is leaving.At least two articles seen by CnEVPost posted on Baidu and WeChat said that Xpeng's vice president of autonomous driving, Wu Xinzhou, is leaving the company and will join US chip giant Nvidia.One of the articles was posted just before 8 am this morning, and the other in the late afternoon. CnEVPost can't confirm the authenticity of the information, as neither of the sources are routinely tracked by us.Xpeng's Hong Kong-traded shares plunged 14.63 percent to HK$70.60 by Wednesday's close, the biggest one-day drop since October 28, 2022.Xpeng closed down 4.16 percent in the US stock market on Tuesday. At press time, it was down 9.13 percent in US pre-market trading Wednesday.Rumors about Wu's departure may be a major factor in Xpeng's big drop in Hong Kong today.The company's figures released yesterday showed it delivered 11,008 vehicles in July, its sixth sequential increase. More than 3,900 units of the highly anticipated G6 were delivered.Wu joined Xpeng in March 2019 and has led the company to become one of China's most recognizable names in self-driving technology in just a few years.He has been responsible for overall autonomous driving technology route planning, business and team management at Xpeng and reports to He Xiaopeng, the EV maker's chairman and CEO.A graduate of China's top-ranked Tsinghua University, Wu joined Xpeng after more than a decade at Qualcomm, where he focused primarily on autonomous driving solutions.On June 15, Xpeng's City NGP (Navigation Guided Pilot) feature was opened in Beijing for users participating in public testing, making it the first EV maker to do so in China.City NGP is an ADAS function similar to Tesla's FSD, which allows the vehicle to perform a full range of driving tasks when it is activated and the navigation destination is set.The feature has previously been available in Guangzhou, Shenzhen, and Shanghai, and Xpeng aims to have City NGP cover dozens of additional cities within the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211483438956632,"gmtCreate":1692662730923,"gmtModify":1692662735228,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Nvidia's performance is no surprise. It has an upperhand and a market niche.&nbsp;","listText":"Nvidia's performance is no surprise. It has an upperhand and a market niche.&nbsp;","text":"Nvidia's performance is no surprise. It has an upperhand and a market niche.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211483438956632","repostId":"1160673544","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324119194669112,"gmtCreate":1720136708882,"gmtModify":1720136712554,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Looks like we Really need an Angel to rescue us from the Devil and the Deep Blue Sea!&nbsp;","listText":"Looks like we Really need an Angel to rescue us from the Devil and the Deep Blue Sea!&nbsp;","text":"Looks like we Really need an Angel to rescue us from the Devil and the Deep Blue Sea!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324119194669112","repostId":"2448442521","repostType":4,"repost":{"id":"2448442521","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":1720094607,"share":"https://ttm.financial/m/news/2448442521?lang=&edition=fundamental","pubTime":"2024-07-04 20:03","market":"us","language":"en","title":"If Biden Drops out of the Race, This Is What Will Matter to the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2448442521","media":"Dow Jones","summary":"The S&P 500 and Trump's victory odds are increasingly correlated as investors seek 'certainty': LPL's Turnquist. With President Joe Biden's re-election campaign appearing to hang by a thread after last week's television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.\"The market has been consistently trending in the same direction as President Trump's odds\" of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump's prospects began to move in step with each other.\"I don't think you can make the case that the market is moving higher because Trump's odds are moving higher,\" Turnquist said. \"But we kn","content":"<html><head></head><body><p>With President Joe Biden&#39;s re-election campaign appearing to hang by a thread after last week&#39;s television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.</p><p>A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.</p><p>&#34;The market has been consistently trending in the same direction as President Trump&#39;s odds&#34; of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump&#39;s prospects began to move in step with each other.</p><p>That doesn&#39;t mean market participants are necessarily cheering Trump&#39;s policies, he cautioned.</p><p>&#34;I don&#39;t think you can make the case that the market is moving higher because Trump&#39;s odds are moving higher,&#34; Turnquist said. &#34;But we know the market doesn&#39;t like uncertainty.&#34;</p><p>So as Trump has looked more assured of winning, the market has taken comfort in that certainty. Turnquist noted that earlier in 2024, when Biden was favored to win, the market had shown a positive correlation with the president&#39;s re-election chances.</p><p>In other words, the market seems to be reacting positively to prospects of a clear-cut victory by either candidate. Disarray around the Democratic ticket, meanwhile, could further enhance certainty around a Trump victory or even a Republican congressional sweep.</p><p>Speculation around Biden&#39;s candidacy has intensified since the June 27 debate that saw him deliver a halting and at times incoherent performance. Democratic politicians have subsequently aired concerns about Biden&#39;s condition and viability. White House Press Secretary Karine Jean-Pierre told reporters Wednesday that Biden was &#34;absolutely not&#34; withdrawing from the race.</p><p>Vice President Kamala Harris on Wednesday moved ahead of Biden in some betting markets when it comes to who will be the Democratic presidential nominee. Meanwhile, Trump&#39;s odds of victory were pegged at 59% on PredictIt as of Wednesday, while Biden&#39;s plunged to around 16%.</p><p>Post-debate polls so far have showed some shift to Trump, though the race remains close. A Suffolk University/USA Today poll published Tuesday showed Trump ahead of Biden by 3 percentage points in a six-candidate field, after finding the candidates tied a month ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c0567102416530c9bf4a2726fe5d5dc\" tg-width=\"700\" tg-height=\"412\"/></p><p>Turnquist offered the chart below, which shows the rolling three-month correlation between Trump&#39;s prospects, as based on PredictIt&#39;s prediction market, and the S&amp;P 500 SPX now stands at 0.31.</p><p>Granted, that isn&#39;t particularly high: A correlation of 1.0 would mean that Trump&#39;s odds and the markets were moving in lockstep, while a negative correlation of minus 1.0 would mean they&#39;re moving perfectly in opposite directions.</p><p>But the correlation has been running stronger than other factors. The correlation, for example, between moves in the 10-year Treasury yield BX:TMUBMUSD10Y, a rather important macroeconomic factor, and the S&amp;P 500 index is roughly zero - which means they appear to presently have little influence on each other.</p><p>Jeff deGraaf, founder of Renaissance Macro Research, last week noted that the negative correlation between Biden&#39;s standing in the polls, based on the RealClearPolitics polling average, and S&amp;P 500&#39;s performance, while not statistically significant, does a better job than any other factor - including oil prices, Treasury yields, Federal Reserve policy, corporate bond spreads, purchasing managers&#39; index readings, inflation data and gross domestic product - of explaining stock-market performance this year (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/189658c1f6014bfb38672cd529f4c779\" tg-width=\"700\" tg-height=\"539\"/></p><p>Some investors and strategists have argued that the prospects of a Trump victory - which would potentially bring a full extension of his 2017 tax-cut package as well as further deregulation - have indeed been market positives.</p><p>In a Monday note, equity strategists at Morgan Stanley led by Mike Wilson said that in the wake of last week&#39;s debate, clients were showing appetite for the types of small-capitalization and cyclical stocks that benefited following Trump&#39;s 2016 election victory.</p><p>But investors should be aware of important differences between now and then, they warned.</p><p>&#34;First, we think the data indicates that the cycle is more mature today, which supports a quality and large-cap bias,&#34; they wrote. &#34;Further, the market welcomed a reflationary/pro-fiscal playbook in 2016 as the economy was recovering from the manufacturing/commodity downturn of 2015, and inflation was broadly not a headwind for consumers.&#34;</p><p>Indeed, while neither Biden nor Trump are expected to do much to rein in fiscal deficits, prospects for a broader extension of tax cuts and other measures were cited as a reason for a sharp backup in Treasury yields following the debate.</p><p>An important thing for investors to keep in mind is that election years tend to see increased volatility as November approaches, Turnquist said.</p><p>The other important thing to watch is how the stock market performs in the three months leading up to Election Day on Nov. 5. In the last 100 years, the market&#39;s performance in that stretch has predicted 20 of 24 election outcomes, Turnquist noted - with the incumbent tending to win when the market rose, and losing when it fell.</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>If Biden Drops out of the Race, This Is What Will Matter to the Stock 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\">\nIf Biden Drops out of the Race, This Is What Will Matter to the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-04 20:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With President Joe Biden&#39;s re-election campaign appearing to hang by a thread after last week&#39;s television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.</p><p>A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.</p><p>&#34;The market has been consistently trending in the same direction as President Trump&#39;s odds&#34; of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump&#39;s prospects began to move in step with each other.</p><p>That doesn&#39;t mean market participants are necessarily cheering Trump&#39;s policies, he cautioned.</p><p>&#34;I don&#39;t think you can make the case that the market is moving higher because Trump&#39;s odds are moving higher,&#34; Turnquist said. &#34;But we know the market doesn&#39;t like uncertainty.&#34;</p><p>So as Trump has looked more assured of winning, the market has taken comfort in that certainty. Turnquist noted that earlier in 2024, when Biden was favored to win, the market had shown a positive correlation with the president&#39;s re-election chances.</p><p>In other words, the market seems to be reacting positively to prospects of a clear-cut victory by either candidate. Disarray around the Democratic ticket, meanwhile, could further enhance certainty around a Trump victory or even a Republican congressional sweep.</p><p>Speculation around Biden&#39;s candidacy has intensified since the June 27 debate that saw him deliver a halting and at times incoherent performance. Democratic politicians have subsequently aired concerns about Biden&#39;s condition and viability. White House Press Secretary Karine Jean-Pierre told reporters Wednesday that Biden was &#34;absolutely not&#34; withdrawing from the race.</p><p>Vice President Kamala Harris on Wednesday moved ahead of Biden in some betting markets when it comes to who will be the Democratic presidential nominee. Meanwhile, Trump&#39;s odds of victory were pegged at 59% on PredictIt as of Wednesday, while Biden&#39;s plunged to around 16%.</p><p>Post-debate polls so far have showed some shift to Trump, though the race remains close. A Suffolk University/USA Today poll published Tuesday showed Trump ahead of Biden by 3 percentage points in a six-candidate field, after finding the candidates tied a month ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c0567102416530c9bf4a2726fe5d5dc\" tg-width=\"700\" tg-height=\"412\"/></p><p>Turnquist offered the chart below, which shows the rolling three-month correlation between Trump&#39;s prospects, as based on PredictIt&#39;s prediction market, and the S&amp;P 500 SPX now stands at 0.31.</p><p>Granted, that isn&#39;t particularly high: A correlation of 1.0 would mean that Trump&#39;s odds and the markets were moving in lockstep, while a negative correlation of minus 1.0 would mean they&#39;re moving perfectly in opposite directions.</p><p>But the correlation has been running stronger than other factors. The correlation, for example, between moves in the 10-year Treasury yield BX:TMUBMUSD10Y, a rather important macroeconomic factor, and the S&amp;P 500 index is roughly zero - which means they appear to presently have little influence on each other.</p><p>Jeff deGraaf, founder of Renaissance Macro Research, last week noted that the negative correlation between Biden&#39;s standing in the polls, based on the RealClearPolitics polling average, and S&amp;P 500&#39;s performance, while not statistically significant, does a better job than any other factor - including oil prices, Treasury yields, Federal Reserve policy, corporate bond spreads, purchasing managers&#39; index readings, inflation data and gross domestic product - of explaining stock-market performance this year (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/189658c1f6014bfb38672cd529f4c779\" tg-width=\"700\" tg-height=\"539\"/></p><p>Some investors and strategists have argued that the prospects of a Trump victory - which would potentially bring a full extension of his 2017 tax-cut package as well as further deregulation - have indeed been market positives.</p><p>In a Monday note, equity strategists at Morgan Stanley led by Mike Wilson said that in the wake of last week&#39;s debate, clients were showing appetite for the types of small-capitalization and cyclical stocks that benefited following Trump&#39;s 2016 election victory.</p><p>But investors should be aware of important differences between now and then, they warned.</p><p>&#34;First, we think the data indicates that the cycle is more mature today, which supports a quality and large-cap bias,&#34; they wrote. &#34;Further, the market welcomed a reflationary/pro-fiscal playbook in 2016 as the economy was recovering from the manufacturing/commodity downturn of 2015, and inflation was broadly not a headwind for consumers.&#34;</p><p>Indeed, while neither Biden nor Trump are expected to do much to rein in fiscal deficits, prospects for a broader extension of tax cuts and other measures were cited as a reason for a sharp backup in Treasury yields following the debate.</p><p>An important thing for investors to keep in mind is that election years tend to see increased volatility as November approaches, Turnquist said.</p><p>The other important thing to watch is how the stock market performs in the three months leading up to Election Day on Nov. 5. In the last 100 years, the market&#39;s performance in that stretch has predicted 20 of 24 election outcomes, Turnquist noted - with the incumbent tending to win when the market rose, and losing when it fell.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF","UPRO":"三倍做多标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4550":"红杉资本持仓","BK4588":"碎股","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448442521","content_text":"With President Joe Biden's re-election campaign appearing to hang by a thread after last week's television debate debacle, investors understandably may wonder whether a change at the top of the Democratic ticket would move the stock market.A good place to start is to look at how the market has reacted so far to swings in the race between Biden and his Republican challenger, former President Donald Trump.\"The market has been consistently trending in the same direction as President Trump's odds\" of victory in November, said Adam Turnquist, chief technical strategist at LPL Financial, in a phone interview. Turnquist first flagged a change in the relationship in March, when the market and Trump's prospects began to move in step with each other.That doesn't mean market participants are necessarily cheering Trump's policies, he cautioned.\"I don't think you can make the case that the market is moving higher because Trump's odds are moving higher,\" Turnquist said. \"But we know the market doesn't like uncertainty.\"So as Trump has looked more assured of winning, the market has taken comfort in that certainty. Turnquist noted that earlier in 2024, when Biden was favored to win, the market had shown a positive correlation with the president's re-election chances.In other words, the market seems to be reacting positively to prospects of a clear-cut victory by either candidate. Disarray around the Democratic ticket, meanwhile, could further enhance certainty around a Trump victory or even a Republican congressional sweep.Speculation around Biden's candidacy has intensified since the June 27 debate that saw him deliver a halting and at times incoherent performance. Democratic politicians have subsequently aired concerns about Biden's condition and viability. White House Press Secretary Karine Jean-Pierre told reporters Wednesday that Biden was \"absolutely not\" withdrawing from the race.Vice President Kamala Harris on Wednesday moved ahead of Biden in some betting markets when it comes to who will be the Democratic presidential nominee. Meanwhile, Trump's odds of victory were pegged at 59% on PredictIt as of Wednesday, while Biden's plunged to around 16%.Post-debate polls so far have showed some shift to Trump, though the race remains close. A Suffolk University/USA Today poll published Tuesday showed Trump ahead of Biden by 3 percentage points in a six-candidate field, after finding the candidates tied a month ago.Turnquist offered the chart below, which shows the rolling three-month correlation between Trump's prospects, as based on PredictIt's prediction market, and the S&P 500 SPX now stands at 0.31.Granted, that isn't particularly high: A correlation of 1.0 would mean that Trump's odds and the markets were moving in lockstep, while a negative correlation of minus 1.0 would mean they're moving perfectly in opposite directions.But the correlation has been running stronger than other factors. The correlation, for example, between moves in the 10-year Treasury yield BX:TMUBMUSD10Y, a rather important macroeconomic factor, and the S&P 500 index is roughly zero - which means they appear to presently have little influence on each other.Jeff deGraaf, founder of Renaissance Macro Research, last week noted that the negative correlation between Biden's standing in the polls, based on the RealClearPolitics polling average, and S&P 500's performance, while not statistically significant, does a better job than any other factor - including oil prices, Treasury yields, Federal Reserve policy, corporate bond spreads, purchasing managers' index readings, inflation data and gross domestic product - of explaining stock-market performance this year (see chart below).Some investors and strategists have argued that the prospects of a Trump victory - which would potentially bring a full extension of his 2017 tax-cut package as well as further deregulation - have indeed been market positives.In a Monday note, equity strategists at Morgan Stanley led by Mike Wilson said that in the wake of last week's debate, clients were showing appetite for the types of small-capitalization and cyclical stocks that benefited following Trump's 2016 election victory.But investors should be aware of important differences between now and then, they warned.\"First, we think the data indicates that the cycle is more mature today, which supports a quality and large-cap bias,\" they wrote. \"Further, the market welcomed a reflationary/pro-fiscal playbook in 2016 as the economy was recovering from the manufacturing/commodity downturn of 2015, and inflation was broadly not a headwind for consumers.\"Indeed, while neither Biden nor Trump are expected to do much to rein in fiscal deficits, prospects for a broader extension of tax cuts and other measures were cited as a reason for a sharp backup in Treasury yields following the debate.An important thing for investors to keep in mind is that election years tend to see increased volatility as November approaches, Turnquist said.The other important thing to watch is how the stock market performs in the three months leading up to Election Day on Nov. 5. In the last 100 years, the market's performance in that stretch has predicted 20 of 24 election outcomes, Turnquist noted - with the incumbent tending to win when the market rose, and losing when it fell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211483626393736,"gmtCreate":1692662634076,"gmtModify":1692662638734,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"👍🤔🤔🤔","listText":"👍🤔🤔🤔","text":"👍🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211483626393736","repostId":"1160673544","repostType":4,"repost":{"id":"1160673544","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1692660411,"share":"https://ttm.financial/m/news/1160673544?lang=&edition=fundamental","pubTime":"2023-08-22 07:26","market":"us","language":"en","title":"Post-Bell | Nasdaq Gained 1.56% on Monday; Nvidia Surged 8% While Tesla Jumped 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160673544","media":"Tiger Newspress","summary":"The Nasdaq ended more than 1% higher and the S&P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stock","content":"<html><head></head><body><p>The Nasdaq ended more than 1% higher and the S&amp;P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stocks gaining.</p><h2 id=\"id_1952585754\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 36.97 points, or 0.11%, to 34,463.69, the S&amp;P 500 gained 30.06 points, or 0.69%, to 4,399.77 and the Nasdaq Composite added 206.81 points, or 1.56%, to 13,497.59.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc86e1f99ca899275219af659220cfa6\" title=\"\" tg-width=\"628\" tg-height=\"113\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p>Palo Alto Networks (ticker: PANW) stock gained 15%. The cybersecurity, topped fiscal fourth-quarter earnings expectations, and its profit forecast for the first quarter also beat estimates. Palo Alto said Friday it expects first-quarter billings of $2.05 billion to $2.08 billion, up 17% to 19%. The company’s fiscal 2024 forecasts for adjusted earnings and billings also were better than expectations. The stock was the best performer in the S&amp;P 500. Fellow cybersecurity stocks also were trading higher, with CrowdStrike (CRWD) and Zscaler (ZS) each up 4.8%.</p><p style=\"text-align: start;\">Napco Security Technologies (NSSC), which makes electronic security equipment and wireless communication devices for intrusion and fire alarm systems, fell 45% after saying it identified errors related to the calculation of cost of goods sold and inventory for each of the first three quarters of fiscal 2023. Napco said inventories were overstated and cost of goods sold was understated “resulting in overstated gross profit, operating income and net income for each period.”</p><p style=\"text-align: start;\">AMC Entertainment (AMC) fell 24% ahead of the movie-theater chain’s planned stock conversion. The conversion of AMC Preferred Equity units will result in the trading of a single AMC common share class and is part of the company’s battle to eliminate debt.</p><p style=\"text-align: start;\">Nikola (NKLA) fell 23% after the electric truck maker said it “may incur significant expenses” from the voluntary recall of more than 200 of its EVs and “there can be no assurance as to when we will be able to resume production of our BEV trucks.” Separately, the company announced plans to offer $325 million in senior convertible bonds in a registered direct offering.</p><p style=\"text-align: start;\">Earthstone Energy (ESTE) rose 17% after Permian Resources (PR) agreed to acquire the energy company in an all-stock transaction valued at about $4.5 billion. Permian shares gained 2.3%.</p><p style=\"text-align: start;\">U.S.-listed shares of XPeng (XPEV) rose 10% after analysts at BofA raised their recommendation on the Chinese electric-vehicle maker to Buy from Neutral and lifted the price target to $22 from $16.30. The stock fell 4.3% on Friday after reporting second-quarter earnings and issuing solid third-quarter guidance.</p><p style=\"text-align: start;\">EV giant Tesla (TSLA) gained 7.3%. The stock has dropped for 13 out of the past 14 days. Analysts at Baird placed the company on its list of “best ideas” after second-quarter earnings.</p><p style=\"text-align: start;\">Nvidia (NVDA) jumped 8.5%. Expectations are riding high for the chip maker’s earnings on Wednesday. The chip maker has found itself a key beneficiary of the investing frenzy over artificial intelligence. </p><p style=\"text-align: start;\">Broadcom (AVGO) rose 4.8% and VMware (VMW) gained 4.9% after the U.K.’s Competition and Markets Authority cleared Broadcom ‘s acquisition of the cloud infrastructure company.</p><h2 id=\"id_4134400486\">Market News</h2><p>Moderna has agreed to develop its Claudin18.2 mRNA cancer vaccine with CARsgen Therapeutics (OTCPK:CRTHF) Claudin18.2 CAR T-cell candidate, CT041, the Chinese biotech announced Monday.</p><p>Goldman Sachs is weighing the sale of a part of its wealth business catering to high net worth clients, it said on Monday, as it shifts its focus back to serving the ultra-rich.</p><p>UK&#39;s competition regulator said on Monday it has cleared U.S. tech company Broadcom&#39;s $69 billion purchase of VMware, following an in-depth phase-2 probe.</p><p>A hotly anticipated IPO for a company that designs chips for 99% of the world’s smartphones is just around the corner, after it filed paperwork Monday to go public.</p><p>Tingo Group Inc (NASDAQ:TIO) tumbled 21% in extended trading; It announced today that it has further postponed its second-quarter 2023 earnings release and conference call and the filing of its Form 10-Q for the period ended June 30, 2023.</p><p style=\"text-align: left;\">Fabrinet (NYSE:FN) surged 17% in extended trading; It reported Q4 EPS of $1.86, $0.06 better than the analyst estimate of $1.80. Revenue for the quarter came in at $655.9 million versus the consensus estimate of $641.43M. Sees Q1 non-GAAP $1.83 to $1.90, based on approximately 36.5M fully diluted shares outstanding.</p><p style=\"text-align: left;\">Nordson Corp (NASDAQ:NDSN) slipped over 5% in extended trading; It reported Q3 EPS of $2.35, $0.03 better than the analyst estimate of $2.32. Revenue for the quarter came in at $649M versus the consensus estimate of $664.94M. Nordson Corp. sees FY2023 EPS of $8.90-$9.05, versus the consensus of $9.06.</p><p style=\"text-align: left;\">Zoom Video Communications Inc (NASDAQ:ZM) gained nearly 4% in extended trading; It reported Q2 EPS of $1.34, $0.28 better than the analyst estimate of $1.06. Revenue for the quarter came in at $1.14 billion versus the consensus estimate of $1.11B. Zoom sees Q3 2024 EPS of $1.07-$1.09, versus the consensus of $1.03. Zoom sees Q3 2024 revenue of $1.115-1.12B, versus the consensus of $1.13B. Zoom sees FY2024 EPS of $4.63-$4.67, versus the consensus of $4.30. Zoom sees FY2024 revenue of $4.485-4.495B, versus the consensus of $4.48B.</p><p style=\"text-align: left;\">Advance Auto Parts Inc. (NYSE:AAP) slid slightly1% in extended trading; Kenvue Inc (NYSE:KVUE) will replace Advance Auto Parts Inc. in the S&amp;P 500, and Advance Auto Parts will replace Emergent Biosolutions Inc (NYSE:EBS) in the S&amp;P SmallCap 600.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fdd77952f20947b8d6aad5661c348df\" tg-width=\"1080\" tg-height=\"1920\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Post-Bell | Nasdaq Gained 1.56% on Monday; Nvidia Surged 8% While Tesla Jumped 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPost-Bell | Nasdaq Gained 1.56% on Monday; Nvidia Surged 8% While Tesla Jumped 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-22 07:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Nasdaq ended more than 1% higher and the S&amp;P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stocks gaining.</p><h2 id=\"id_1952585754\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 36.97 points, or 0.11%, to 34,463.69, the S&amp;P 500 gained 30.06 points, or 0.69%, to 4,399.77 and the Nasdaq Composite added 206.81 points, or 1.56%, to 13,497.59.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc86e1f99ca899275219af659220cfa6\" title=\"\" tg-width=\"628\" tg-height=\"113\"/></p><h2 id=\"id_3350154466\">Market Movers</h2><p>Palo Alto Networks (ticker: PANW) stock gained 15%. The cybersecurity, topped fiscal fourth-quarter earnings expectations, and its profit forecast for the first quarter also beat estimates. Palo Alto said Friday it expects first-quarter billings of $2.05 billion to $2.08 billion, up 17% to 19%. The company’s fiscal 2024 forecasts for adjusted earnings and billings also were better than expectations. The stock was the best performer in the S&amp;P 500. Fellow cybersecurity stocks also were trading higher, with CrowdStrike (CRWD) and Zscaler (ZS) each up 4.8%.</p><p style=\"text-align: start;\">Napco Security Technologies (NSSC), which makes electronic security equipment and wireless communication devices for intrusion and fire alarm systems, fell 45% after saying it identified errors related to the calculation of cost of goods sold and inventory for each of the first three quarters of fiscal 2023. Napco said inventories were overstated and cost of goods sold was understated “resulting in overstated gross profit, operating income and net income for each period.”</p><p style=\"text-align: start;\">AMC Entertainment (AMC) fell 24% ahead of the movie-theater chain’s planned stock conversion. The conversion of AMC Preferred Equity units will result in the trading of a single AMC common share class and is part of the company’s battle to eliminate debt.</p><p style=\"text-align: start;\">Nikola (NKLA) fell 23% after the electric truck maker said it “may incur significant expenses” from the voluntary recall of more than 200 of its EVs and “there can be no assurance as to when we will be able to resume production of our BEV trucks.” Separately, the company announced plans to offer $325 million in senior convertible bonds in a registered direct offering.</p><p style=\"text-align: start;\">Earthstone Energy (ESTE) rose 17% after Permian Resources (PR) agreed to acquire the energy company in an all-stock transaction valued at about $4.5 billion. Permian shares gained 2.3%.</p><p style=\"text-align: start;\">U.S.-listed shares of XPeng (XPEV) rose 10% after analysts at BofA raised their recommendation on the Chinese electric-vehicle maker to Buy from Neutral and lifted the price target to $22 from $16.30. The stock fell 4.3% on Friday after reporting second-quarter earnings and issuing solid third-quarter guidance.</p><p style=\"text-align: start;\">EV giant Tesla (TSLA) gained 7.3%. The stock has dropped for 13 out of the past 14 days. Analysts at Baird placed the company on its list of “best ideas” after second-quarter earnings.</p><p style=\"text-align: start;\">Nvidia (NVDA) jumped 8.5%. Expectations are riding high for the chip maker’s earnings on Wednesday. The chip maker has found itself a key beneficiary of the investing frenzy over artificial intelligence. </p><p style=\"text-align: start;\">Broadcom (AVGO) rose 4.8% and VMware (VMW) gained 4.9% after the U.K.’s Competition and Markets Authority cleared Broadcom ‘s acquisition of the cloud infrastructure company.</p><h2 id=\"id_4134400486\">Market News</h2><p>Moderna has agreed to develop its Claudin18.2 mRNA cancer vaccine with CARsgen Therapeutics (OTCPK:CRTHF) Claudin18.2 CAR T-cell candidate, CT041, the Chinese biotech announced Monday.</p><p>Goldman Sachs is weighing the sale of a part of its wealth business catering to high net worth clients, it said on Monday, as it shifts its focus back to serving the ultra-rich.</p><p>UK&#39;s competition regulator said on Monday it has cleared U.S. tech company Broadcom&#39;s $69 billion purchase of VMware, following an in-depth phase-2 probe.</p><p>A hotly anticipated IPO for a company that designs chips for 99% of the world’s smartphones is just around the corner, after it filed paperwork Monday to go public.</p><p>Tingo Group Inc (NASDAQ:TIO) tumbled 21% in extended trading; It announced today that it has further postponed its second-quarter 2023 earnings release and conference call and the filing of its Form 10-Q for the period ended June 30, 2023.</p><p style=\"text-align: left;\">Fabrinet (NYSE:FN) surged 17% in extended trading; It reported Q4 EPS of $1.86, $0.06 better than the analyst estimate of $1.80. Revenue for the quarter came in at $655.9 million versus the consensus estimate of $641.43M. Sees Q1 non-GAAP $1.83 to $1.90, based on approximately 36.5M fully diluted shares outstanding.</p><p style=\"text-align: left;\">Nordson Corp (NASDAQ:NDSN) slipped over 5% in extended trading; It reported Q3 EPS of $2.35, $0.03 better than the analyst estimate of $2.32. Revenue for the quarter came in at $649M versus the consensus estimate of $664.94M. Nordson Corp. sees FY2023 EPS of $8.90-$9.05, versus the consensus of $9.06.</p><p style=\"text-align: left;\">Zoom Video Communications Inc (NASDAQ:ZM) gained nearly 4% in extended trading; It reported Q2 EPS of $1.34, $0.28 better than the analyst estimate of $1.06. Revenue for the quarter came in at $1.14 billion versus the consensus estimate of $1.11B. Zoom sees Q3 2024 EPS of $1.07-$1.09, versus the consensus of $1.03. Zoom sees Q3 2024 revenue of $1.115-1.12B, versus the consensus of $1.13B. Zoom sees FY2024 EPS of $4.63-$4.67, versus the consensus of $4.30. Zoom sees FY2024 revenue of $4.485-4.495B, versus the consensus of $4.48B.</p><p style=\"text-align: left;\">Advance Auto Parts Inc. (NYSE:AAP) slid slightly1% in extended trading; Kenvue Inc (NYSE:KVUE) will replace Advance Auto Parts Inc. in the S&amp;P 500, and Advance Auto Parts will replace Emergent Biosolutions Inc (NYSE:EBS) in the S&amp;P SmallCap 600.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fdd77952f20947b8d6aad5661c348df\" tg-width=\"1080\" tg-height=\"1920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160673544","content_text":"The Nasdaq ended more than 1% higher and the S&P 500 also rose on Monday, with shares of Nvidia jumping as investors were optimistic ahead of its earnings this week, and other technology-related stocks gaining.Market SnapshotThe Dow Jones Industrial Average fell 36.97 points, or 0.11%, to 34,463.69, the S&P 500 gained 30.06 points, or 0.69%, to 4,399.77 and the Nasdaq Composite added 206.81 points, or 1.56%, to 13,497.59.Market MoversPalo Alto Networks (ticker: PANW) stock gained 15%. The cybersecurity, topped fiscal fourth-quarter earnings expectations, and its profit forecast for the first quarter also beat estimates. Palo Alto said Friday it expects first-quarter billings of $2.05 billion to $2.08 billion, up 17% to 19%. The company’s fiscal 2024 forecasts for adjusted earnings and billings also were better than expectations. The stock was the best performer in the S&P 500. Fellow cybersecurity stocks also were trading higher, with CrowdStrike (CRWD) and Zscaler (ZS) each up 4.8%.Napco Security Technologies (NSSC), which makes electronic security equipment and wireless communication devices for intrusion and fire alarm systems, fell 45% after saying it identified errors related to the calculation of cost of goods sold and inventory for each of the first three quarters of fiscal 2023. Napco said inventories were overstated and cost of goods sold was understated “resulting in overstated gross profit, operating income and net income for each period.”AMC Entertainment (AMC) fell 24% ahead of the movie-theater chain’s planned stock conversion. The conversion of AMC Preferred Equity units will result in the trading of a single AMC common share class and is part of the company’s battle to eliminate debt.Nikola (NKLA) fell 23% after the electric truck maker said it “may incur significant expenses” from the voluntary recall of more than 200 of its EVs and “there can be no assurance as to when we will be able to resume production of our BEV trucks.” Separately, the company announced plans to offer $325 million in senior convertible bonds in a registered direct offering.Earthstone Energy (ESTE) rose 17% after Permian Resources (PR) agreed to acquire the energy company in an all-stock transaction valued at about $4.5 billion. Permian shares gained 2.3%.U.S.-listed shares of XPeng (XPEV) rose 10% after analysts at BofA raised their recommendation on the Chinese electric-vehicle maker to Buy from Neutral and lifted the price target to $22 from $16.30. The stock fell 4.3% on Friday after reporting second-quarter earnings and issuing solid third-quarter guidance.EV giant Tesla (TSLA) gained 7.3%. The stock has dropped for 13 out of the past 14 days. Analysts at Baird placed the company on its list of “best ideas” after second-quarter earnings.Nvidia (NVDA) jumped 8.5%. Expectations are riding high for the chip maker’s earnings on Wednesday. The chip maker has found itself a key beneficiary of the investing frenzy over artificial intelligence. Broadcom (AVGO) rose 4.8% and VMware (VMW) gained 4.9% after the U.K.’s Competition and Markets Authority cleared Broadcom ‘s acquisition of the cloud infrastructure company.Market NewsModerna has agreed to develop its Claudin18.2 mRNA cancer vaccine with CARsgen Therapeutics (OTCPK:CRTHF) Claudin18.2 CAR T-cell candidate, CT041, the Chinese biotech announced Monday.Goldman Sachs is weighing the sale of a part of its wealth business catering to high net worth clients, it said on Monday, as it shifts its focus back to serving the ultra-rich.UK's competition regulator said on Monday it has cleared U.S. tech company Broadcom's $69 billion purchase of VMware, following an in-depth phase-2 probe.A hotly anticipated IPO for a company that designs chips for 99% of the world’s smartphones is just around the corner, after it filed paperwork Monday to go public.Tingo Group Inc (NASDAQ:TIO) tumbled 21% in extended trading; It announced today that it has further postponed its second-quarter 2023 earnings release and conference call and the filing of its Form 10-Q for the period ended June 30, 2023.Fabrinet (NYSE:FN) surged 17% in extended trading; It reported Q4 EPS of $1.86, $0.06 better than the analyst estimate of $1.80. Revenue for the quarter came in at $655.9 million versus the consensus estimate of $641.43M. Sees Q1 non-GAAP $1.83 to $1.90, based on approximately 36.5M fully diluted shares outstanding.Nordson Corp (NASDAQ:NDSN) slipped over 5% in extended trading; It reported Q3 EPS of $2.35, $0.03 better than the analyst estimate of $2.32. Revenue for the quarter came in at $649M versus the consensus estimate of $664.94M. Nordson Corp. sees FY2023 EPS of $8.90-$9.05, versus the consensus of $9.06.Zoom Video Communications Inc (NASDAQ:ZM) gained nearly 4% in extended trading; It reported Q2 EPS of $1.34, $0.28 better than the analyst estimate of $1.06. Revenue for the quarter came in at $1.14 billion versus the consensus estimate of $1.11B. Zoom sees Q3 2024 EPS of $1.07-$1.09, versus the consensus of $1.03. Zoom sees Q3 2024 revenue of $1.115-1.12B, versus the consensus of $1.13B. Zoom sees FY2024 EPS of $4.63-$4.67, versus the consensus of $4.30. Zoom sees FY2024 revenue of $4.485-4.495B, versus the consensus of $4.48B.Advance Auto Parts Inc. (NYSE:AAP) slid slightly1% in extended trading; Kenvue Inc (NYSE:KVUE) will replace Advance Auto Parts Inc. in the S&P 500, and Advance Auto Parts will replace Emergent Biosolutions Inc (NYSE:EBS) in the S&P SmallCap 600.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207823184416904,"gmtCreate":1691761916948,"gmtModify":1691761923211,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"More bad news. &nbsp;","listText":"More bad news. &nbsp;","text":"More bad news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207823184416904","repostId":"1139676560","repostType":4,"repost":{"id":"1139676560","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1691760729,"share":"https://ttm.financial/m/news/1139676560?lang=&edition=fundamental","pubTime":"2023-08-11 21:32","market":"us","language":"en","title":"U.S. Stocks Fall After Wholesale Inflation Report Is Higher Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1139676560","media":"Tiger Newspress","summary":"U.S. stocks retreated Friday morning after the latest inflation report due this week came in hotter than anticipated.July’s producer price index rose 0.3% from the previous month. Economists polled by","content":"<html><head></head><body><p>U.S. stocks retreated Friday morning after the latest inflation report due this week came in hotter than anticipated.</p><p>The S&amp;P 500 pulled back by 0.5%, and the Nasdaq Composite slid 0.7%. The Dow Jones Industrial Average traded 85 points lower, or 0.3%.</p><p style=\"text-align: start;\">July’s producer price index rose 0.3% from the previous month. Economists polled by Dow Jones expected the report, which is closely followed by the Federal Reserve and market participants, to increase 0.2% month over month.</p><p style=\"text-align: start;\">“The increase in wholesale prices serves as a reminder that the data-dependent Fed isn’t ready to declare victory on its campaign to quell inflation,” said Quincy Krosby, chief global strategist at LPL Financial. “Not surprisingly, today’s report offers the hawkish wing of the Fed more ammunition to advocate for another rate hike before the Fed is convinced it’s reached its terminal rate.”</p><p style=\"text-align: start;\">The report comes a day after July’s consumer price index came in softer than anticipated on a year-over-year basis. Prices climbed 3.2% on an annual basis, less than the consensus estimate of 3.3%. However, the so-called core CPI, which excludes volatile food and energy costs, rose 4.7% from the prior year.</p><p style=\"text-align: start;\">With just Friday left in the trading week, the S&amp;P 500 and the Nasdaq are bound for declines of 0.2% and 1.2%, respectively, on the week. Both are on pace for their second straight losing week — a first for the tech-heavy Nasdaq since the conclusion of a four-week losing streak in December 2022. The Dow is an outlier of the three major averages, on track for a modest gain of 0.3%.</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 Fall After Wholesale Inflation Report Is Higher Than Expected</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 Fall After Wholesale Inflation Report Is Higher Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-08-11 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks retreated Friday morning after the latest inflation report due this week came in hotter than anticipated.</p><p>The S&amp;P 500 pulled back by 0.5%, and the Nasdaq Composite slid 0.7%. The Dow Jones Industrial Average traded 85 points lower, or 0.3%.</p><p style=\"text-align: start;\">July’s producer price index rose 0.3% from the previous month. Economists polled by Dow Jones expected the report, which is closely followed by the Federal Reserve and market participants, to increase 0.2% month over month.</p><p style=\"text-align: start;\">“The increase in wholesale prices serves as a reminder that the data-dependent Fed isn’t ready to declare victory on its campaign to quell inflation,” said Quincy Krosby, chief global strategist at LPL Financial. “Not surprisingly, today’s report offers the hawkish wing of the Fed more ammunition to advocate for another rate hike before the Fed is convinced it’s reached its terminal rate.”</p><p style=\"text-align: start;\">The report comes a day after July’s consumer price index came in softer than anticipated on a year-over-year basis. Prices climbed 3.2% on an annual basis, less than the consensus estimate of 3.3%. However, the so-called core CPI, which excludes volatile food and energy costs, rose 4.7% from the prior year.</p><p style=\"text-align: start;\">With just Friday left in the trading week, the S&amp;P 500 and the Nasdaq are bound for declines of 0.2% and 1.2%, respectively, on the week. Both are on pace for their second straight losing week — a first for the tech-heavy Nasdaq since the conclusion of a four-week losing streak in December 2022. The Dow is an outlier of the three major averages, on track for a modest gain of 0.3%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139676560","content_text":"U.S. stocks retreated Friday morning after the latest inflation report due this week came in hotter than anticipated.The S&P 500 pulled back by 0.5%, and the Nasdaq Composite slid 0.7%. The Dow Jones Industrial Average traded 85 points lower, or 0.3%.July’s producer price index rose 0.3% from the previous month. Economists polled by Dow Jones expected the report, which is closely followed by the Federal Reserve and market participants, to increase 0.2% month over month.“The increase in wholesale prices serves as a reminder that the data-dependent Fed isn’t ready to declare victory on its campaign to quell inflation,” said Quincy Krosby, chief global strategist at LPL Financial. “Not surprisingly, today’s report offers the hawkish wing of the Fed more ammunition to advocate for another rate hike before the Fed is convinced it’s reached its terminal rate.”The report comes a day after July’s consumer price index came in softer than anticipated on a year-over-year basis. Prices climbed 3.2% on an annual basis, less than the consensus estimate of 3.3%. However, the so-called core CPI, which excludes volatile food and energy costs, rose 4.7% from the prior year.With just Friday left in the trading week, the S&P 500 and the Nasdaq are bound for declines of 0.2% and 1.2%, respectively, on the week. Both are on pace for their second straight losing week — a first for the tech-heavy Nasdaq since the conclusion of a four-week losing streak in December 2022. The Dow is an outlier of the three major averages, on track for a modest gain of 0.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205037514088648,"gmtCreate":1691067516944,"gmtModify":1691067520749,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"I share similar views.&nbsp;","listText":"I share similar views.&nbsp;","text":"I share similar views.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205037514088648","repostId":"2356135937","repostType":4,"repost":{"id":"2356135937","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":1691062600,"share":"https://ttm.financial/m/news/2356135937?lang=&edition=fundamental","pubTime":"2023-08-03 19:36","market":"us","language":"en","title":"AMD's AI Future Is in Sight, but Are Expectations Too High?","url":"https://stock-news.laohu8.com/highlight/detail?id=2356135937","media":"Dow Jones","summary":"Some analysts were relieved by AMD's latest artificial-intelligence disclosures, but one warned of a lack of 'specs or anything that might help to gauge uptake'. Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD's  future opportunities around AI, especially as rival Nvidia Corp.  is increasingly synonymous with the hot market for AI accelerators.\"We had thought AMD's AI products  would be margin dilutive, but the company stated it should be margin accretive,\" he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. \"We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.\". AMD executives \"themselves suggested a","content":"<html><head></head><body><p>Some analysts were relieved by AMD&#39;s latest artificial-intelligence disclosures, but one warned of a lack of &#39;specs or anything that might help to gauge uptake&#39;</p><p>Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.</p><p>While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD&#39;s <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> future opportunities around AI, especially as rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is increasingly synonymous with the hot market for AI accelerators.</p><p>&#34;In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],&#34; Cowen &amp; Co. analyst Matthew Ramsay wrote after the report, referring to the company&#39;s new AI chip. &#34;In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.&#34;</p><p>He rates the stock outperform with a $135 target price.</p><p>The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.</p><p>&#34;We had thought AMD&#39;s AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,&#34; he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. &#34;We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.&#34;</p><p>Srini Pajjuri of Raymond James left the call with the impression that AMD&#39;s AI engagements were &#34;tracking well,&#34; though it could take time for AMD to realize its financial opportunities fully.</p><p>&#34;We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,&#34; he wrote. &#34;While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.&#34;</p><p>Pajjuri has a strong buy rating and $145 target price on AMD&#39;s stock.</p><p>Stacy Rasgon of Bernstein, meanwhile, was more cautious.</p><p>AMD executives &#34;themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,&#34; he wrote.</p><p>&#34;We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),&#34; Rasgon continued. &#34;But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.&#34;</p><p>He has a market-perform rating on the stock and a $95 target price.</p><p>Oppenheimer&#39;s Rick Schafer added that it was &#34;difficult to confidently model given lack of design-wins and/or timeline,&#34; so he&#39;ll &#34;remain sidelined as AMD&#39;s AI strategy proves out.&#34;</p><p>He has a perform rating on the stock.</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>AMD's AI Future Is in Sight, but Are Expectations Too High?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's AI Future Is in Sight, but Are Expectations Too High?\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\">2023-08-03 19:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some analysts were relieved by AMD&#39;s latest artificial-intelligence disclosures, but one warned of a lack of &#39;specs or anything that might help to gauge uptake&#39;</p><p>Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.</p><p>While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD&#39;s <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> future opportunities around AI, especially as rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> is increasingly synonymous with the hot market for AI accelerators.</p><p>&#34;In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],&#34; Cowen &amp; Co. analyst Matthew Ramsay wrote after the report, referring to the company&#39;s new AI chip. &#34;In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.&#34;</p><p>He rates the stock outperform with a $135 target price.</p><p>The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.</p><p>&#34;We had thought AMD&#39;s AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,&#34; he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. &#34;We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.&#34;</p><p>Srini Pajjuri of Raymond James left the call with the impression that AMD&#39;s AI engagements were &#34;tracking well,&#34; though it could take time for AMD to realize its financial opportunities fully.</p><p>&#34;We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,&#34; he wrote. &#34;While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.&#34;</p><p>Pajjuri has a strong buy rating and $145 target price on AMD&#39;s stock.</p><p>Stacy Rasgon of Bernstein, meanwhile, was more cautious.</p><p>AMD executives &#34;themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,&#34; he wrote.</p><p>&#34;We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),&#34; Rasgon continued. &#34;But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.&#34;</p><p>He has a market-perform rating on the stock and a $95 target price.</p><p>Oppenheimer&#39;s Rick Schafer added that it was &#34;difficult to confidently model given lack of design-wins and/or timeline,&#34; so he&#39;ll &#34;remain sidelined as AMD&#39;s AI strategy proves out.&#34;</p><p>He has a perform rating on the stock.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356135937","content_text":"Some analysts were relieved by AMD's latest artificial-intelligence disclosures, but one warned of a lack of 'specs or anything that might help to gauge uptake'Advanced Micro Devices Inc. offered some relief to investors as the company further discussed its artificial-intelligence roadmap Tuesday, but there remain many unknowns.While the chip company reported earnings that were slightly better than-expected on Tuesday, Wall Street seemed more focused on AMD's $(AMD)$ future opportunities around AI, especially as rival Nvidia Corp. $(NVDA)$ is increasingly synonymous with the hot market for AI accelerators.\"In addition to strong traction in Genoa, the company further reiterated MI300 is sampling now and on track for launch and ramp in [the fourth quarter],\" Cowen & Co. analyst Matthew Ramsay wrote after the report, referring to the company's new AI chip. \"In our view, these were key concerns for investors coming into the call and while the [data points] were positive ... for some the [fourth quarter] implied [data center] ramp of 45% [growth on a sequential basis] will still very much need to be proven.\"He rates the stock outperform with a $135 target price.The results and commentary prompted at least one analyst, Christopher Danely of Citi Research, to take a more bullish view of AMD shares.\"We had thought AMD's AI products (MI300) would be margin dilutive, but the company stated it should be margin accretive,\" he wrote, as he raised his rating on the stock to buy from neutral and lifted his target price to $136 from $120. \"We also thought investors would eventually tire of the expensive valuation of AMD stock and we were wrong on that count as well.\"Srini Pajjuri of Raymond James left the call with the impression that AMD's AI engagements were \"tracking well,\" though it could take time for AMD to realize its financial opportunities fully.\"We believe AMD has design wins with MSFT, META, and AMZN, and are assuming [a] several hundred million dollar contribution in 2024,\" he wrote. \"While supply chain points to a larger number, qualification cycles typically take a few quarters and revenue ramps are likely to be gradual as a result.\"Pajjuri has a strong buy rating and $145 target price on AMD's stock.Stacy Rasgon of Bernstein, meanwhile, was more cautious.AMD executives \"themselves suggested a 2H-loaded trajectory (which makes sense as they have only just started to sample) which may limit growth next year, andat this point while we are sure there is customer interest we have seen no specs or anything that might help to gauge uptake,\" he wrote.\"We understand the thesis that suggests even getting the dregs of a huge opportunity is enough (maybe?),\" Rasgon continued. \"But unless numbers get really material, soon, we fear estimates remain too high (we are still below $4 [in estimated adjusted earnings per share] next year) and the stock looks a little stretched to us.\"He has a market-perform rating on the stock and a $95 target price.Oppenheimer's Rick Schafer added that it was \"difficult to confidently model given lack of design-wins and/or timeline,\" so he'll \"remain sidelined as AMD's AI strategy proves out.\"He has a perform rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202277924180056,"gmtCreate":1690417673488,"gmtModify":1690417677448,"author":{"id":"4108879863251380","authorId":"4108879863251380","name":"Sunshinekim","avatar":"https://community-static.tradeup.com/news/4aa06f704f2b302b4af731a1567add49","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108879863251380","authorIdStr":"4108879863251380"},"themes":[],"htmlText":"Sigh. &nbsp;Borrowing becomes more diff. Businesses will continue to be squeezed. &nbsp;","listText":"Sigh. &nbsp;Borrowing becomes more diff. Businesses will continue to be squeezed. &nbsp;","text":"Sigh. Borrowing becomes more diff. Businesses will continue to be squeezed.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202277924180056","repostId":"1161703861","repostType":2,"repost":{"id":"1161703861","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690394419,"share":"https://ttm.financial/m/news/1161703861?lang=&edition=fundamental","pubTime":"2023-07-27 02:00","market":"us","language":"en","title":"Fed Raises Rates Another 25 Basis Points in July That Takes Interest Rates to Highest Level in More Than 22 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1161703861","media":"Tiger Newspress","summary":"Fed raises rates another 25 basis points in July.","content":"<html><head></head><body><p style=\"text-align: start;\">The Federal Reserve on Wednesday approved a much-anticipated interest rate hike that takes benchmark borrowing costs to their highest level in more than 22 years.</p><p style=\"text-align: start;\">In a move that financial markets had completely priced in, the central bank’s Federal Open Market Committee raised its funds rate by a quarter percentage point to a target range of 5.25%-5.5%. The midpoint of that target range would be the highest level for the benchmark rate since early 2001. </p><p style=\"text-align: start;\">Markets were watching for signs that the hike could be the last before Fed officials take a break to watch how the previous hikes are impacting economic conditions. While policymakers indicated at the June meeting that two rate hikes are coming this year, markets are pricing in a better-than-even chance that there won’t be any more moves this year.</p><p style=\"text-align: start;\">The post-meeting statement offered only a vague reference to what will guide the FOMC’s future moves.</p><p style=\"text-align: start;\">“The Committee will continue to assess additional information and its implications for monetary policy,” the statement said in a line that was added from the previous months’ communication. That echoes a data-dependent approach – as opposed to a set schedule – that virtually all central bank officials have embraced in recent public statements.</p><p style=\"text-align: start;\">The hike received unanimous approval from voting committee members.</p><p style=\"text-align: start;\">The only other change of note in the statement was an upgrade of economic growth to “moderate” from “modest” at the June meeting despite expectations for at least a mild recession ahead. The statement again described inflation as “elevated” and job gains as “robust.”</p><p style=\"text-align: start;\">The increase is the 11th time the FOMC has raised rates in a tightening process that began in March 2022. The committee decided to skip the June meeting as it assessed the impact that the hikes have had.</p><p style=\"text-align: start;\">Since then, Chairman Jerome Powell has said he still thinks inflation is too high, and in late-June said he expected more “restriction” on monetary policy, a term infers more rate hikes.</p><p style=\"text-align: start;\">The fed funds rate sets what banks charge each other for overnight lending. But it feeds through to many forms of consumer debt such as mortgages, credit cards and auto and personal loans.</p><p style=\"text-align: start;\">The Fed has not been this aggressive with rate hikes since the early 1980s, when it also was battling extraordinarily high interest rates and a sputtering economy.</p><p style=\"text-align: start;\">News lately on the inflation front has been encouraging.</p><p style=\"text-align: start;\">The consumer price index rose 3% on a 12-month basis in June, after running at a 9.1% rate a year ago. Consumers also are getting more optimistic about inflation, with the latest University of Michigan sentiment survey pointing to an outlook for a 3.4% pace in the coming year.</p><p style=\"text-align: start;\">However, CPI is running at a 4.8% rate when excluding food and energy. Moreover, the Cleveland Fed’s CPI tracker is indicating a 3.4% annual headline rate and 4.9% core rate in July. The Fed’s preferred measure, the personal consumption expenditures price index, rose 3.8% on headline and 4.6% on core for May.</p><p style=\"text-align: start;\">All of those figures, while well below the worst levels of the current cycle, are running well above the Fed’s 2% target.</p><p style=\"text-align: start;\">Economic growth has been surprisingly resilient despite the rate hikes.</p><p style=\"text-align: start;\">Second-quarter GDP growth is tracking a 2.4% annualized rate, according to the Atlanta Fed. Many economists are still expecting a recession over the next 12 months, but those predictions so far have proved at least premature. GDP rose 2% in the first quarter following a large upward revision to initial estimates.</p><p style=\"text-align: start;\">Employment also has held up remarkably well. Nonfarm payrolls have expanded by nearly 1.7 million in 2023, and the unemployment rate in June was a relatively benign 3.6% – the same level as a year ago.</p><p style=\"text-align: start;\">Along with the rate hike, the committee indicated it will continue to cut the bond holdings on its balance sheet, which peaked at $9 trillion before the Fed began its quantitative tightening efforts. </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>Fed Raises Rates Another 25 Basis Points in July That Takes Interest Rates to Highest Level in More Than 22 Years</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\">\nFed Raises Rates Another 25 Basis Points in July That Takes Interest Rates to Highest Level in More Than 22 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-27 02:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The Federal Reserve on Wednesday approved a much-anticipated interest rate hike that takes benchmark borrowing costs to their highest level in more than 22 years.</p><p style=\"text-align: start;\">In a move that financial markets had completely priced in, the central bank’s Federal Open Market Committee raised its funds rate by a quarter percentage point to a target range of 5.25%-5.5%. The midpoint of that target range would be the highest level for the benchmark rate since early 2001. </p><p style=\"text-align: start;\">Markets were watching for signs that the hike could be the last before Fed officials take a break to watch how the previous hikes are impacting economic conditions. While policymakers indicated at the June meeting that two rate hikes are coming this year, markets are pricing in a better-than-even chance that there won’t be any more moves this year.</p><p style=\"text-align: start;\">The post-meeting statement offered only a vague reference to what will guide the FOMC’s future moves.</p><p style=\"text-align: start;\">“The Committee will continue to assess additional information and its implications for monetary policy,” the statement said in a line that was added from the previous months’ communication. That echoes a data-dependent approach – as opposed to a set schedule – that virtually all central bank officials have embraced in recent public statements.</p><p style=\"text-align: start;\">The hike received unanimous approval from voting committee members.</p><p style=\"text-align: start;\">The only other change of note in the statement was an upgrade of economic growth to “moderate” from “modest” at the June meeting despite expectations for at least a mild recession ahead. The statement again described inflation as “elevated” and job gains as “robust.”</p><p style=\"text-align: start;\">The increase is the 11th time the FOMC has raised rates in a tightening process that began in March 2022. The committee decided to skip the June meeting as it assessed the impact that the hikes have had.</p><p style=\"text-align: start;\">Since then, Chairman Jerome Powell has said he still thinks inflation is too high, and in late-June said he expected more “restriction” on monetary policy, a term infers more rate hikes.</p><p style=\"text-align: start;\">The fed funds rate sets what banks charge each other for overnight lending. But it feeds through to many forms of consumer debt such as mortgages, credit cards and auto and personal loans.</p><p style=\"text-align: start;\">The Fed has not been this aggressive with rate hikes since the early 1980s, when it also was battling extraordinarily high interest rates and a sputtering economy.</p><p style=\"text-align: start;\">News lately on the inflation front has been encouraging.</p><p style=\"text-align: start;\">The consumer price index rose 3% on a 12-month basis in June, after running at a 9.1% rate a year ago. Consumers also are getting more optimistic about inflation, with the latest University of Michigan sentiment survey pointing to an outlook for a 3.4% pace in the coming year.</p><p style=\"text-align: start;\">However, CPI is running at a 4.8% rate when excluding food and energy. Moreover, the Cleveland Fed’s CPI tracker is indicating a 3.4% annual headline rate and 4.9% core rate in July. The Fed’s preferred measure, the personal consumption expenditures price index, rose 3.8% on headline and 4.6% on core for May.</p><p style=\"text-align: start;\">All of those figures, while well below the worst levels of the current cycle, are running well above the Fed’s 2% target.</p><p style=\"text-align: start;\">Economic growth has been surprisingly resilient despite the rate hikes.</p><p style=\"text-align: start;\">Second-quarter GDP growth is tracking a 2.4% annualized rate, according to the Atlanta Fed. Many economists are still expecting a recession over the next 12 months, but those predictions so far have proved at least premature. GDP rose 2% in the first quarter following a large upward revision to initial estimates.</p><p style=\"text-align: start;\">Employment also has held up remarkably well. Nonfarm payrolls have expanded by nearly 1.7 million in 2023, and the unemployment rate in June was a relatively benign 3.6% – the same level as a year ago.</p><p style=\"text-align: start;\">Along with the rate hike, the committee indicated it will continue to cut the bond holdings on its balance sheet, which peaked at $9 trillion before the Fed began its quantitative tightening efforts. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161703861","content_text":"The Federal Reserve on Wednesday approved a much-anticipated interest rate hike that takes benchmark borrowing costs to their highest level in more than 22 years.In a move that financial markets had completely priced in, the central bank’s Federal Open Market Committee raised its funds rate by a quarter percentage point to a target range of 5.25%-5.5%. The midpoint of that target range would be the highest level for the benchmark rate since early 2001. Markets were watching for signs that the hike could be the last before Fed officials take a break to watch how the previous hikes are impacting economic conditions. While policymakers indicated at the June meeting that two rate hikes are coming this year, markets are pricing in a better-than-even chance that there won’t be any more moves this year.The post-meeting statement offered only a vague reference to what will guide the FOMC’s future moves.“The Committee will continue to assess additional information and its implications for monetary policy,” the statement said in a line that was added from the previous months’ communication. That echoes a data-dependent approach – as opposed to a set schedule – that virtually all central bank officials have embraced in recent public statements.The hike received unanimous approval from voting committee members.The only other change of note in the statement was an upgrade of economic growth to “moderate” from “modest” at the June meeting despite expectations for at least a mild recession ahead. The statement again described inflation as “elevated” and job gains as “robust.”The increase is the 11th time the FOMC has raised rates in a tightening process that began in March 2022. The committee decided to skip the June meeting as it assessed the impact that the hikes have had.Since then, Chairman Jerome Powell has said he still thinks inflation is too high, and in late-June said he expected more “restriction” on monetary policy, a term infers more rate hikes.The fed funds rate sets what banks charge each other for overnight lending. But it feeds through to many forms of consumer debt such as mortgages, credit cards and auto and personal loans.The Fed has not been this aggressive with rate hikes since the early 1980s, when it also was battling extraordinarily high interest rates and a sputtering economy.News lately on the inflation front has been encouraging.The consumer price index rose 3% on a 12-month basis in June, after running at a 9.1% rate a year ago. Consumers also are getting more optimistic about inflation, with the latest University of Michigan sentiment survey pointing to an outlook for a 3.4% pace in the coming year.However, CPI is running at a 4.8% rate when excluding food and energy. Moreover, the Cleveland Fed’s CPI tracker is indicating a 3.4% annual headline rate and 4.9% core rate in July. The Fed’s preferred measure, the personal consumption expenditures price index, rose 3.8% on headline and 4.6% on core for May.All of those figures, while well below the worst levels of the current cycle, are running well above the Fed’s 2% target.Economic growth has been surprisingly resilient despite the rate hikes.Second-quarter GDP growth is tracking a 2.4% annualized rate, according to the Atlanta Fed. Many economists are still expecting a recession over the next 12 months, but those predictions so far have proved at least premature. GDP rose 2% in the first quarter following a large upward revision to initial estimates.Employment also has held up remarkably well. Nonfarm payrolls have expanded by nearly 1.7 million in 2023, and the unemployment rate in June was a relatively benign 3.6% – the same level as a year ago.Along with the rate hike, the committee indicated it will continue to cut the bond holdings on its balance sheet, which peaked at $9 trillion before the Fed began its quantitative tightening efforts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}