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ifeng2020
08-19
Crazy stuff
24H | Chip and Optical Communication Stocks Drop Again; Keysight Rises 3% After Earnings
ifeng2020
07-01
What is this shit?
NVIDIA's Frugal Corporate Ethos Draws Fresh Scrutiny
ifeng2020
05-06
Rubbish...
Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue
ifeng2020
03-18
As people are dumb...
Nvidia's Jensen Huang Used To Be The Stock's Best Salesman. Now He Can Barely Make It Budge
ifeng2020
02-27
BS
Nvidia Falls 5% as Upbeat Sales Forecast Gets Lackluster Investor Response
ifeng2020
01-05
ifeng2020
2025-11-09
oh, shit, this is the real tiger community?
ifeng2020
2025-11-05
Trash
Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package
ifeng2020
2025-10-09
Reuters again. [Look back] [Look back] [Look back] [Look back] [Look back] [Look back]
Sorry, the original content has been removed
ifeng2020
2025-09-27
deadly need it to recover my loss.
ifeng2020
2025-09-18
What is this shit? This analysis is doing day trading?
Grab Holdings Stock Drops 6% as HSBC Downgrades It to Hold from Buy on Valuation After Rally
ifeng2020
2025-08-07
Buy on dip
AMD Isn’t the Next Nvidia. At Least Not Yet
ifeng2020
2025-07-31
$Grab Holdings(GRAB)$
, this one stock is highly manipulated, short term trade is a good option.
ifeng2020
2025-07-15
CNN??
Sorry, the original content has been removed
ifeng2020
2025-06-20
Slump, your head. Just 0.3,%
Sorry, the original content has been removed
ifeng2020
2025-05-08
Reuters can still be trusted?
Grab Is Aiming to Strike a Deal to Take Over Indonesia's Goto in the Second Quarter, Sources Say
ifeng2020
2025-05-07
How many times to play with this news ? Try to find sth new
Grab Looks to Strike a Deal to Acquire Indonesia's GoTo in Q2, Sources Say
ifeng2020
2025-05-01
Trashing Tesla again, and as always.
Tesla Board Opened Search for a CEO to Succeed Elon Musk
ifeng2020
2024-11-22
Fxxx bofa
Sorry, the original content has been removed
ifeng2020
2023-11-28
Like joke, with this result, share price droped 8%??????
Sorry, the original content has been removed
Go to Tiger App to see more news
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stuff ","listText":"Crazy stuff ","text":"Crazy stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598312383112016","repostId":"1102928021","repostType":2,"repost":{"id":"1102928021","kind":"news","weMediaInfo":{"introduction":"Track and aggregate U.S. overnight trading data.","home_visible":1,"media_name":"US Overnight","id":"1021345012","head_image":"https://community-static.tradeup.com/news/4c900ca44548c39dc8ea91f37baada1d"},"pubTimestamp":1787098805,"share":"https://ttm.financial/m/news/1102928021?lang=en_US&edition=full_marsco","pubTime":"2026-08-19 08:20","market":"us","language":"en","title":"24H | Chip and Optical Communication Stocks Drop Again; Keysight Rises 3% After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1102928021","media":"US Overnight","summary":"Dow Futures fell 0.07%, S&P 500 Futures fell 0.15%, Nasdaq Futures fell 0.41% as risk appetite cooled amid tech weakness.AXT Inc dropped 4.28%. Options flow showed a $1.24 million short call at the...","content":"<html><head></head><body><p>Dow Futures fell 0.07%, S&P 500 Futures fell 0.15%, Nasdaq Futures fell 0.41% as risk appetite cooled amid tech weakness.</p><p>Chip stocks dropped again in overnight trading. <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> and <a href=\"https://laohu8.com/S/SNDK\">SanDisk</a> fell 4%; <a href=\"https://laohu8.com/S/SKHY\">SK hynix</a> and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> fell 3%; <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5376df03172e79a55f0e238e82a6c4cc\" tg-width=\"770\" tg-height=\"774\"/></p><p>Optical communication stocks also fell in overnight trading. <a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a> fell 5%; <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> fell 4%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> fell 3%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a>, <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, <a href=\"https://laohu8.com/S/GLW\">Corning</a>, and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcd7e72d8b961e32e3d105239e53abfe\" tg-width=\"700\" tg-height=\"322\"/></p><p>IONQ Inc. fell 2.61%. It partnered with CMC Microsystems to expand cloud quantum access in Canada.</p><p>Bloom Energy Corp (BE) slipped 2.6%. Director Jeffrey R. Immelt sold $7.17 million of shares, a Form 4 showed.</p><p>SpaceX fell 1.08%. It completed a $60 billion purchase of AI firm Cursor to bolster xAI.</p><p>Electronic equipment maker <a href=\"https://laohu8.com/S/KEYS\">Keysight Technologies</a> forecast fourth-quarter profit and revenue above expectations, as a rapid buildout of AI data centers boosts demand for its software and tools, sending its shares up 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>24H | Chip and Optical Communication Stocks Drop Again; Keysight Rises 3% After Earnings</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\">\n24H | Chip and Optical Communication Stocks Drop Again; Keysight Rises 3% After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1021345012\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4c900ca44548c39dc8ea91f37baada1d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">US Overnight </p>\n<p class=\"h-time\">2026-08-19 08:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dow Futures fell 0.07%, S&P 500 Futures fell 0.15%, Nasdaq Futures fell 0.41% as risk appetite cooled amid tech weakness.</p><p>Chip stocks dropped again in overnight trading. <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> and <a href=\"https://laohu8.com/S/SNDK\">SanDisk</a> fell 4%; <a href=\"https://laohu8.com/S/SKHY\">SK hynix</a> and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> fell 3%; <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5376df03172e79a55f0e238e82a6c4cc\" tg-width=\"770\" tg-height=\"774\"/></p><p>Optical communication stocks also fell in overnight trading. <a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a> fell 5%; <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> fell 4%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> fell 3%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a>, <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, <a href=\"https://laohu8.com/S/GLW\">Corning</a>, and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcd7e72d8b961e32e3d105239e53abfe\" tg-width=\"700\" tg-height=\"322\"/></p><p>IONQ Inc. fell 2.61%. It partnered with CMC Microsystems to expand cloud quantum access in Canada.</p><p>Bloom Energy Corp (BE) slipped 2.6%. Director Jeffrey R. Immelt sold $7.17 million of shares, a Form 4 showed.</p><p>SpaceX fell 1.08%. It completed a $60 billion purchase of AI firm Cursor to bolster xAI.</p><p>Electronic equipment maker <a href=\"https://laohu8.com/S/KEYS\">Keysight Technologies</a> forecast fourth-quarter profit and revenue above expectations, as a rapid buildout of AI data centers boosts demand for its software and tools, sending its shares up 3%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","COHR":"Coherent","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - 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Direxion Daily Semiconductors Bull 3x Shares and SanDisk fell 4%; SK hynix and Western Digital fell 3%; Micron Technology, Seagate Technology, AMD and Intel fell 2%. Optical communication stocks also fell in overnight trading. AXT Inc fell 5%; Applied Optoelectronics fell 4%; Coherent fell 3%; Credo Technology, Lumentum, Corning, and Ciena fell 2%. IONQ Inc. fell 2.61%. It partnered with CMC Microsystems to expand cloud quantum access in Canada.Bloom Energy Corp (BE) slipped 2.6%. Director Jeffrey R. Immelt sold $7.17 million of shares, a Form 4 showed.SpaceX fell 1.08%. It completed a $60 billion purchase of AI firm Cursor to bolster xAI.Electronic equipment maker Keysight Technologies forecast fourth-quarter profit and revenue above expectations, as a rapid buildout of AI data centers boosts demand for its software and tools, sending its shares up 3%.","news_type":1,"symbols_score_info":{"AMUU":0.6,"SNDG":0.6,"SK":0.6,"INTW":0.6,"CIEN":2,"COHX":0.6,"DAMD":0.6,"AMYY":0.6,"HYNX":0.6,"AXTI":2,"SNDU":0.6,"MU":2,"AAOI":2,"CRDO":2,"LITE":2,"INTC":2,"SKHZ":0.6,"MIC":0.6,"LINT":0.6,"MUYY":0.6,"STX":2,"CRDU":0.6,"AMDY":0.6,"SKHX":0.6,"GLW":2,"LITG":0.6,"MUZ":0.6,"MUD":0.6,"SNDC":0.6,"AMDW":0.6,"SKHY":2,"AMDD":0.6,"SKHU":0.6,"07709":0.6,"SOXL":2,"AMD":2,"SNXX":0.6,"COHR":2,"SNDQ":0.6,"SKDD":0.6,"SNDK":2,"MUU":0.6,"SKHA":0.6,"AMDG":0.6,"LITX":0.6,"SKUU":0.6,"AMDL":0.6,"AMDU":0.6,"GLWG":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581154249637936,"gmtCreate":1782913447419,"gmtModify":1782914363221,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"What is this shit?","listText":"What is this shit?","text":"What is this shit?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581154249637936","repostId":"1156952854","repostType":2,"repost":{"id":"1156952854","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1782912090,"share":"https://ttm.financial/m/news/1156952854?lang=en_US&edition=full_marsco","pubTime":"2026-07-01 21:21","market":"us","language":"en","title":"NVIDIA's Frugal Corporate Ethos Draws Fresh Scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=1156952854","media":"Deep News","summary":"Despite its market value nearing $5 trillion, NVIDIA is renowned for its culture of frugality, where employees pay for their own meals in the cafeteria, with the company providing subsidies rather...","content":"<p>Despite its market value nearing $5 trillion, <b>NVIDIA</b> is renowned for its culture of frugality, where employees pay for their own meals in the cafeteria, with the company providing subsidies rather than free food. This approach stands out as particularly unconventional against the backdrop of Silicon Valley tech giants competing to attract talent with lavish perks.<br><br>Software engineer and industry analyst Gergely Orosz recently highlighted on social platform X that <b>NVIDIA</b> does not offer free snacks or coffee, drawing external attention to the workplace benefits at this chip behemoth. According to former employees, company cafeteria meals are not complimentary but are subsidized, coffee is typically free, while some bottled beverages and drinks from on-site coffee shops require payment.<br><br>This policy reflects a corporate culture markedly different from the Silicon Valley perks arms race. While competitors use free meals, gyms, and luxurious campuses to entice employees to stay on-site, <b>NVIDIA</b> places greater emphasis on the value of the work itself. One former employee stated that, philosophically, CEO Jensen Huang believes pleasure and work should be separate. The company lacks perks like ping-pong tables, gyms, or scheduled massages. Another former employee noted that frugality is deeply embedded in <b>NVIDIA</b>'s DNA.<br><br>The management style of <b>NVIDIA</b>'s founder and CEO, Jensen Huang, also embodies this culture. The company employs a T5Ts system, requiring each employee to regularly document and share the five most important tasks they are handling. Huang personally reviews these notes to stay informed on company activities.<br><br>Despite the absence of free lunches, <b>NVIDIA</b> employees gain value far exceeding such perks through equity compensation. The company offers one of the industry's most generous employee stock purchase plans, featuring a 15% discount and a two-year look-back period, allowing employees to purchase company stock at a price 15% below the lowest price over the past two years. With <b>NVIDIA</b>'s stock price surging approximately 1400% over the last five years, the value derived by stock-holding employees far surpasses that of a free meal.</p>","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 Frugal Corporate Ethos Draws Fresh 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\">\nNVIDIA's Frugal Corporate Ethos Draws Fresh Scrutiny\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-01 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Despite its market value nearing $5 trillion, <b>NVIDIA</b> is renowned for its culture of frugality, where employees pay for their own meals in the cafeteria, with the company providing subsidies rather than free food. This approach stands out as particularly unconventional against the backdrop of Silicon Valley tech giants competing to attract talent with lavish perks.<br><br>Software engineer and industry analyst Gergely Orosz recently highlighted on social platform X that <b>NVIDIA</b> does not offer free snacks or coffee, drawing external attention to the workplace benefits at this chip behemoth. According to former employees, company cafeteria meals are not complimentary but are subsidized, coffee is typically free, while some bottled beverages and drinks from on-site coffee shops require payment.<br><br>This policy reflects a corporate culture markedly different from the Silicon Valley perks arms race. While competitors use free meals, gyms, and luxurious campuses to entice employees to stay on-site, <b>NVIDIA</b> places greater emphasis on the value of the work itself. One former employee stated that, philosophically, CEO Jensen Huang believes pleasure and work should be separate. The company lacks perks like ping-pong tables, gyms, or scheduled massages. Another former employee noted that frugality is deeply embedded in <b>NVIDIA</b>'s DNA.<br><br>The management style of <b>NVIDIA</b>'s founder and CEO, Jensen Huang, also embodies this culture. The company employs a T5Ts system, requiring each employee to regularly document and share the five most important tasks they are handling. Huang personally reviews these notes to stay informed on company activities.<br><br>Despite the absence of free lunches, <b>NVIDIA</b> employees gain value far exceeding such perks through equity compensation. The company offers one of the industry's most generous employee stock purchase plans, featuring a 15% discount and a two-year look-back period, allowing employees to purchase company stock at a price 15% below the lowest price over the past two years. With <b>NVIDIA</b>'s stock price surging approximately 1400% over the last five years, the value derived by stock-holding employees far surpasses that of a free meal.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0444971666.USD":"天利全球科技基金","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4141":"半导体产品","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - 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This approach stands out as particularly unconventional against the backdrop of Silicon Valley tech giants competing to attract talent with lavish perks.Software engineer and industry analyst Gergely Orosz recently highlighted on social platform X that NVIDIA does not offer free snacks or coffee, drawing external attention to the workplace benefits at this chip behemoth. According to former employees, company cafeteria meals are not complimentary but are subsidized, coffee is typically free, while some bottled beverages and drinks from on-site coffee shops require payment.This policy reflects a corporate culture markedly different from the Silicon Valley perks arms race. While competitors use free meals, gyms, and luxurious campuses to entice employees to stay on-site, NVIDIA places greater emphasis on the value of the work itself. One former employee stated that, philosophically, CEO Jensen Huang believes pleasure and work should be separate. The company lacks perks like ping-pong tables, gyms, or scheduled massages. Another former employee noted that frugality is deeply embedded in NVIDIA's DNA.The management style of NVIDIA's founder and CEO, Jensen Huang, also embodies this culture. The company employs a T5Ts system, requiring each employee to regularly document and share the five most important tasks they are handling. Huang personally reviews these notes to stay informed on company activities.Despite the absence of free lunches, NVIDIA employees gain value far exceeding such perks through equity compensation. The company offers one of the industry's most generous employee stock purchase plans, featuring a 15% discount and a two-year look-back period, allowing employees to purchase company stock at a price 15% below the lowest price over the past two years. With NVIDIA's stock price surging approximately 1400% over the last five years, the value derived by stock-holding employees far surpasses that of a free meal.","news_type":1,"symbols_score_info":{"NVDL":1,"NVII":1,"NVD3.UK":1,"NVDD":1,"NVDA":1,"NVDS":1,"SNVD.UK":1,"NVD":1,"ANV":1,"NVDW":1,"NVD2.UK":1,"NVDG":1,"3NVD.UK":1,"DIPS":1,"NVDX":1,"2NVD.UK":1,"07388":1,"NVDS.UK":1,"NVDB":1,"NVYY":1,"NVDQ":1,"NVDO":1,"NVIW.SI":1,"07788":1,"NVDU":1,"NVDY":1}},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561297995948080,"gmtCreate":1778067418410,"gmtModify":1778072782020,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Rubbish...","listText":"Rubbish...","text":"Rubbish...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561297995948080","repostId":"2633011139","repostType":2,"repost":{"id":"2633011139","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778051978,"share":"https://ttm.financial/m/news/2633011139?lang=en_US&edition=full_marsco","pubTime":"2026-05-06 15:19","market":"us","language":"en","title":"Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue","url":"https://stock-news.laohu8.com/highlight/detail?id=2633011139","media":"Reuters","summary":"May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.","content":"<html><head></head><body><p>May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue</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 to Recall over 218,800 U.S. Vehicles on Rearview Image Issue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-06 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","TSLR":"2倍做多TSLA ETF-GraniteShares","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLT":"2倍做多TSLA ETF-T-Rex","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLY":"TSLA期权收益策略ETF-YieldMax","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4604":"机器人概念","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4527":"明星科技股","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.","news_type":1,"symbols_score_info":{"07766":0.6,"TSLL":0.6,"TSLS":0.6,"TEST":0.6,"TSDD":0.6,"TSLI":0.6,"TSII":0.6,"CRSH":0.6,"TSLW":0.6,"TSLG":0.6,"TSLZ":0.6,"TLA":0.6,"TSLT":0.6,"TSLY":0.6,"TSLA":1.98,"TSLR":0.6,"TSLQ":0.6,"TSL":0.6,"TSLO":0.6,"TSYY":0.6,"TSLP":0.6,"TESL":0.6}},"isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543841361667280,"gmtCreate":1773801600718,"gmtModify":1773802066645,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"As people are dumb...","listText":"As people are dumb...","text":"As people are dumb...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/543841361667280","repostId":"2620086654","repostType":2,"repost":{"id":"2620086654","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773791362,"share":"https://ttm.financial/m/news/2620086654?lang=en_US&edition=full_marsco","pubTime":"2026-03-18 07:49","market":"other","language":"en","title":"Nvidia's Jensen Huang Used To Be The Stock's Best Salesman. Now He Can Barely Make It Budge","url":"https://stock-news.laohu8.com/highlight/detail?id=2620086654","media":"Dow Jones","summary":"The stock reaction wasn't quite what $Nvidia(NVDA)$ CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.Admittedly...","content":"<html><head></head><body><p>The stock reaction wasn't quite what <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.</p><p>Admittedly the day after it's last GTC conference in October 2025 the stock closed down 2%, according to Dow Jones Market Data, but after the two events prior to that it closed up 3.15% in March 2025, and up 3.12% in March 2024.</p><p>Huang has been struggling to reignite Nvidia's rally amid a difficult environment for technology stocks, even after impressive hardware reveals.</p><p>The stock has largely been stuck in a range of $180-$190 since last summer. Initial concerns about the sustainability of spending on artificial-intelligence infrastructure which reared their heads late last year have now been compounded by market concerns about the Iran conflict, reducing expectations for rate cuts and raising fears of recession.</p><p>That's a tough environment for the world's largest publicly traded company to gain any momentum and the company's GTC conference this week doesn't look like it will change that.</p><p>The biggest headline amid a flurry of announcements on Monday was that Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips for the period from 2025 through to the end of 2027. He had previously forecast a revenue opportunity of $500 billion by the end of 2026.</p><p>Importantly, Nvidia executives clarified the estimate was only for the Blackwell and Rubin processors, suggesting its overall data-center revenue -- which includes other products -- could be ahead of Wall Street expectations of close to $1 trillion for the same period.</p><p>Still, analysts were cautious about the extent to which Huang's comments will move consensus forecasts.</p><p>"We felt Jensen touched on the key points being discussed by the investor community, with the updated backlog validating rather than raising current estimates," <a href=\"https://laohu8.com/S/SFB\">Stifel</a> analyst Ruben Roy wrote in a research note.</p><p>Roy has a Buy rating and $250 target price on the stock. That's based on a price-to-earnings multiple of 25 times his forecast for Nvidia's earnings in 2027. Nvidia currently trades at a forward earnings multiple of less than 22 times, according to FactSet.</p><p>As expected, Nvidia unveiled a new hardware system aimed at inference, generating output from AI models. The Nvidia Groq 3 LPX rack combines 72 of Nvidia's next-generation Vera Rubin servers with 256 chips called language processing units (LPUs), developed by start-up Groq. Nvidia is on track to deliver Vera Rubin systems in the second half of 2026, Huang said.</p><p>The new inference system should help Nvidia fend off the growing challenge from custom chips such as Google's Tensor Processing Units, which were designed in collaboration with Broadcom, which offer cost-effective inference. Analysts at Mizuho estimate that currently between 20% and 40% of AI workloads are dedicated to inference, and that will grow to between 60% and 80% over the next five years.</p><p>But independent analyst Richard Windsor, who publishes Radio Free Mobile, argues that better inference will only be a benefit if the companies building data centers can sustainably generate more revenue from their pricey Nvidia hardware.</p><p>"Given that Nvidia is clearly leading this sector, it will also cement its dominance in inference as well as training," Windsor wrote. "However, [Nvidia's current-generation] Blackwell was supposed to deliver similar economic benefits, but intense competition meant that the price of tokens fell, resulting in revenue remaining static."</p><p>Still, with the GTC conference continuing until Thursday, expect plenty more news as Nvidia looks to tighten its grip on the AI chip throne.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Jensen Huang Used To Be The Stock's Best Salesman. Now He Can Barely Make It Budge</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 Jensen Huang Used To Be The Stock's Best Salesman. Now He Can Barely Make It Budge\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\">2026-03-18 07:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The stock reaction wasn't quite what <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.</p><p>Admittedly the day after it's last GTC conference in October 2025 the stock closed down 2%, according to Dow Jones Market Data, but after the two events prior to that it closed up 3.15% in March 2025, and up 3.12% in March 2024.</p><p>Huang has been struggling to reignite Nvidia's rally amid a difficult environment for technology stocks, even after impressive hardware reveals.</p><p>The stock has largely been stuck in a range of $180-$190 since last summer. Initial concerns about the sustainability of spending on artificial-intelligence infrastructure which reared their heads late last year have now been compounded by market concerns about the Iran conflict, reducing expectations for rate cuts and raising fears of recession.</p><p>That's a tough environment for the world's largest publicly traded company to gain any momentum and the company's GTC conference this week doesn't look like it will change that.</p><p>The biggest headline amid a flurry of announcements on Monday was that Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips for the period from 2025 through to the end of 2027. He had previously forecast a revenue opportunity of $500 billion by the end of 2026.</p><p>Importantly, Nvidia executives clarified the estimate was only for the Blackwell and Rubin processors, suggesting its overall data-center revenue -- which includes other products -- could be ahead of Wall Street expectations of close to $1 trillion for the same period.</p><p>Still, analysts were cautious about the extent to which Huang's comments will move consensus forecasts.</p><p>"We felt Jensen touched on the key points being discussed by the investor community, with the updated backlog validating rather than raising current estimates," <a href=\"https://laohu8.com/S/SFB\">Stifel</a> analyst Ruben Roy wrote in a research note.</p><p>Roy has a Buy rating and $250 target price on the stock. That's based on a price-to-earnings multiple of 25 times his forecast for Nvidia's earnings in 2027. Nvidia currently trades at a forward earnings multiple of less than 22 times, according to FactSet.</p><p>As expected, Nvidia unveiled a new hardware system aimed at inference, generating output from AI models. The Nvidia Groq 3 LPX rack combines 72 of Nvidia's next-generation Vera Rubin servers with 256 chips called language processing units (LPUs), developed by start-up Groq. Nvidia is on track to deliver Vera Rubin systems in the second half of 2026, Huang said.</p><p>The new inference system should help Nvidia fend off the growing challenge from custom chips such as Google's Tensor Processing Units, which were designed in collaboration with Broadcom, which offer cost-effective inference. Analysts at Mizuho estimate that currently between 20% and 40% of AI workloads are dedicated to inference, and that will grow to between 60% and 80% over the next five years.</p><p>But independent analyst Richard Windsor, who publishes Radio Free Mobile, argues that better inference will only be a benefit if the companies building data centers can sustainably generate more revenue from their pricey Nvidia hardware.</p><p>"Given that Nvidia is clearly leading this sector, it will also cement its dominance in inference as well as training," Windsor wrote. "However, [Nvidia's current-generation] Blackwell was supposed to deliver similar economic benefits, but intense competition meant that the price of tokens fell, resulting in revenue remaining static."</p><p>Still, with the GTC conference continuing until Thursday, expect plenty more news as Nvidia looks to tighten its grip on the AI chip throne.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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ASIA ABSOLUTE ALPHA \"I\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620086654","content_text":"The stock reaction wasn't quite what Nvidia CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.Admittedly the day after it's last GTC conference in October 2025 the stock closed down 2%, according to Dow Jones Market Data, but after the two events prior to that it closed up 3.15% in March 2025, and up 3.12% in March 2024.Huang has been struggling to reignite Nvidia's rally amid a difficult environment for technology stocks, even after impressive hardware reveals.The stock has largely been stuck in a range of $180-$190 since last summer. Initial concerns about the sustainability of spending on artificial-intelligence infrastructure which reared their heads late last year have now been compounded by market concerns about the Iran conflict, reducing expectations for rate cuts and raising fears of recession.That's a tough environment for the world's largest publicly traded company to gain any momentum and the company's GTC conference this week doesn't look like it will change that.The biggest headline amid a flurry of announcements on Monday was that Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips for the period from 2025 through to the end of 2027. He had previously forecast a revenue opportunity of $500 billion by the end of 2026.Importantly, Nvidia executives clarified the estimate was only for the Blackwell and Rubin processors, suggesting its overall data-center revenue -- which includes other products -- could be ahead of Wall Street expectations of close to $1 trillion for the same period.Still, analysts were cautious about the extent to which Huang's comments will move consensus forecasts.\"We felt Jensen touched on the key points being discussed by the investor community, with the updated backlog validating rather than raising current estimates,\" Stifel analyst Ruben Roy wrote in a research note.Roy has a Buy rating and $250 target price on the stock. That's based on a price-to-earnings multiple of 25 times his forecast for Nvidia's earnings in 2027. Nvidia currently trades at a forward earnings multiple of less than 22 times, according to FactSet.As expected, Nvidia unveiled a new hardware system aimed at inference, generating output from AI models. The Nvidia Groq 3 LPX rack combines 72 of Nvidia's next-generation Vera Rubin servers with 256 chips called language processing units (LPUs), developed by start-up Groq. Nvidia is on track to deliver Vera Rubin systems in the second half of 2026, Huang said.The new inference system should help Nvidia fend off the growing challenge from custom chips such as Google's Tensor Processing Units, which were designed in collaboration with Broadcom, which offer cost-effective inference. Analysts at Mizuho estimate that currently between 20% and 40% of AI workloads are dedicated to inference, and that will grow to between 60% and 80% over the next five years.But independent analyst Richard Windsor, who publishes Radio Free Mobile, argues that better inference will only be a benefit if the companies building data centers can sustainably generate more revenue from their pricey Nvidia hardware.\"Given that Nvidia is clearly leading this sector, it will also cement its dominance in inference as well as training,\" Windsor wrote. \"However, [Nvidia's current-generation] Blackwell was supposed to deliver similar economic benefits, but intense competition meant that the price of tokens fell, resulting in revenue remaining static.\"Still, with the GTC conference continuing until Thursday, expect plenty more news as Nvidia looks to tighten its grip on the AI chip throne.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"3575712158925738","authorIdStr":"3575712158925738"},"content":"Haha.. he can no longer lie anymore. 3 years in and one can tell how much profit AI can fetch.","text":"Haha.. he can no longer lie anymore. 3 years in and one can tell how much profit AI can fetch.","html":"Haha.. he can no longer lie anymore. 3 years in and one can tell how much profit AI can fetch."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537061852086600,"gmtCreate":1772140275542,"gmtModify":1772140278712,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"BS","listText":"BS","text":"BS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537061852086600","repostId":"2614600051","repostType":2,"repost":{"id":"2614600051","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1772120309,"share":"https://ttm.financial/m/news/2614600051?lang=en_US&edition=full_marsco","pubTime":"2026-02-26 23:38","market":"us","language":"en","title":"Nvidia Falls 5% as Upbeat Sales Forecast Gets Lackluster Investor Response","url":"https://stock-news.laohu8.com/highlight/detail?id=2614600051","media":"Reuters","summary":"Shares of $NVIDIA(NVDA)$ rose 1% in premarket trading. The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its...","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> fell 4.8% on Thursday. Nvidia Corp.’s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972e79f681773f6dc4e2e226763839ec\" tg-width=\"810\" tg-height=\"618\"/></p><p>The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial-intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/720b7be3d0284d3f6f0f183095ebf951\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company said it had secured enough chip inventory and capacity to meet demand beyond the next several quarters, seeking to alleviate concerns that a supply crunch at its chip contract maker TSMC was getting in the way of its growth. The shortage, though, will affect its gaming business, the company said.</p><p>Nvidia Chief Financial Officer Colette Kress said on a conference call with analysts that the company expects sales growth to exceed the $500 billion revenue pipeline for 2026 that the company disclosed in October, though she did not give a timeline beyond saying the company expected growth in each quarter of calendar 2026.</p><p>"Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth," CEO Jensen Huang said in a statement.</p><p>The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG.</p><p>The fourth-quarter results are good news for AI investors, who are looking to Nvidia's performance to gauge whether the hundreds of billions of dollars that Big Tech is pouring into data center infrastructure are paying off. Hyperscalers Alphabet, Microsoft, Amazon and Meta Platforms have forecast total capital expenditure of at least $630 billion in 2026, with most of the spending earmarked for data centers and processors.</p><p>Businesses and governments are spending relentlessly in the race to develop the most sophisticated AI tech, or risk falling behind.</p><p>"It’s clear from Nvidia’s latest numbers and their forecast that concerns about an AI slowdown simply are not showing up yet," said Bob O'Donnell, chief analyst at TECHnalysis Research. "Interestingly, the data center revenues are diversifying across more than just the biggest hyperscalers. This suggests there is still growth opportunity in more places, highlighting the ever-expanding interest in AI compute.”</p><p>Nvidia's sales concentration among a few key customers crept up during its just-ended fiscal 2026, with two customers making up 36% of sales. During the previous fiscal year, three customers made up 34% of sales.</p><h2 id=\"id_1960857509\" style=\"text-align: start;\">NO CHINA REVENUE YET</h2><p>Still, there are signs of risk to Nvidia's long-held dominance in making AI chips. Smaller rival AMD is set to unveil a new flagship AI server later this year and has clinched deals with Nvidia's top customers, including Meta.</p><p>Meanwhile, Alphabet's Google has emerged as a top rival with a deal to provide Claude chatbot creator Anthropic with its in-house chips called TPUs. Google is also in talks to supply Meta, according to media reports.</p><p>Big Tech is increasingly turning inward in the quest for more computing power, dedicating resources to designing in-house chips that they are deploying in their data centers.</p><p>"We want to finally see this report be enough to spark the tech sector and really get moving past resistance but it most likely will be a fight," said Ken Mahoney, CEO at Mahoney Asset Management, which holds shares of Nvidia. "This was a good beat and raise, the usual for Nvidia, but based on the reactions preliminarily, it seems a lot was baked in to the cake so far."</p><p>Nvidia reported January-quarter sales of $68.13 billion, beating estimates of $66.21 billion, according to LSEG data. It said adjusted profit came in at $1.62 per share, compared with estimates of $1.53, according to LSEG data.</p><p>Nvidia said its forecast for the current quarter did not include any expected revenue from sales of its data-center chips to China. However, the company said it had received licenses this month from the U.S. government to ship "small amounts" of its H200 chips to customers in China.</p><p>Analysts and investors were counting on the potential return of Nvidia's AI chip sales to China, earlier restricted due to export curbs placed by the U.S. government.</p><p>Huang said last month that he hopes China will allow the company to sell its powerful H200 AI chip in the country and that the license is being finalized.</p><p>Rival AMD has added sales of AI chips back to its forecast for the current quarter after it received licenses to ship some of its modified processors to China.</p><p>The company also said it will include stock-based compensation expense in its non-GAAP financial measures, veering away from broader industry trends at a time when tech firms are fighting each other for top AI engineers and researchers.</p><p>"Stock-based compensation is a foundational component of Nvidia's compensation program to attract and retain world-class talent," the company said in a statement.</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 Falls 5% as Upbeat Sales Forecast Gets Lackluster Investor Response</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 Falls 5% as Upbeat Sales Forecast Gets Lackluster Investor Response\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-26 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> fell 4.8% on Thursday. Nvidia Corp.’s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972e79f681773f6dc4e2e226763839ec\" tg-width=\"810\" tg-height=\"618\"/></p><p>The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial-intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/720b7be3d0284d3f6f0f183095ebf951\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company said it had secured enough chip inventory and capacity to meet demand beyond the next several quarters, seeking to alleviate concerns that a supply crunch at its chip contract maker TSMC was getting in the way of its growth. The shortage, though, will affect its gaming business, the company said.</p><p>Nvidia Chief Financial Officer Colette Kress said on a conference call with analysts that the company expects sales growth to exceed the $500 billion revenue pipeline for 2026 that the company disclosed in October, though she did not give a timeline beyond saying the company expected growth in each quarter of calendar 2026.</p><p>"Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth," CEO Jensen Huang said in a statement.</p><p>The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG.</p><p>The fourth-quarter results are good news for AI investors, who are looking to Nvidia's performance to gauge whether the hundreds of billions of dollars that Big Tech is pouring into data center infrastructure are paying off. Hyperscalers Alphabet, Microsoft, Amazon and Meta Platforms have forecast total capital expenditure of at least $630 billion in 2026, with most of the spending earmarked for data centers and processors.</p><p>Businesses and governments are spending relentlessly in the race to develop the most sophisticated AI tech, or risk falling behind.</p><p>"It’s clear from Nvidia’s latest numbers and their forecast that concerns about an AI slowdown simply are not showing up yet," said Bob O'Donnell, chief analyst at TECHnalysis Research. "Interestingly, the data center revenues are diversifying across more than just the biggest hyperscalers. This suggests there is still growth opportunity in more places, highlighting the ever-expanding interest in AI compute.”</p><p>Nvidia's sales concentration among a few key customers crept up during its just-ended fiscal 2026, with two customers making up 36% of sales. During the previous fiscal year, three customers made up 34% of sales.</p><h2 id=\"id_1960857509\" style=\"text-align: start;\">NO CHINA REVENUE YET</h2><p>Still, there are signs of risk to Nvidia's long-held dominance in making AI chips. Smaller rival AMD is set to unveil a new flagship AI server later this year and has clinched deals with Nvidia's top customers, including Meta.</p><p>Meanwhile, Alphabet's Google has emerged as a top rival with a deal to provide Claude chatbot creator Anthropic with its in-house chips called TPUs. Google is also in talks to supply Meta, according to media reports.</p><p>Big Tech is increasingly turning inward in the quest for more computing power, dedicating resources to designing in-house chips that they are deploying in their data centers.</p><p>"We want to finally see this report be enough to spark the tech sector and really get moving past resistance but it most likely will be a fight," said Ken Mahoney, CEO at Mahoney Asset Management, which holds shares of Nvidia. "This was a good beat and raise, the usual for Nvidia, but based on the reactions preliminarily, it seems a lot was baked in to the cake so far."</p><p>Nvidia reported January-quarter sales of $68.13 billion, beating estimates of $66.21 billion, according to LSEG data. It said adjusted profit came in at $1.62 per share, compared with estimates of $1.53, according to LSEG data.</p><p>Nvidia said its forecast for the current quarter did not include any expected revenue from sales of its data-center chips to China. However, the company said it had received licenses this month from the U.S. government to ship "small amounts" of its H200 chips to customers in China.</p><p>Analysts and investors were counting on the potential return of Nvidia's AI chip sales to China, earlier restricted due to export curbs placed by the U.S. government.</p><p>Huang said last month that he hopes China will allow the company to sell its powerful H200 AI chip in the country and that the license is being finalized.</p><p>Rival AMD has added sales of AI chips back to its forecast for the current quarter after it received licenses to ship some of its modified processors to China.</p><p>The company also said it will include stock-based compensation expense in its non-GAAP financial measures, veering away from broader industry trends at a time when tech firms are fighting each other for top AI engineers and researchers.</p><p>"Stock-based compensation is a foundational component of Nvidia's compensation program to attract and retain world-class talent," the company said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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Nvidia Corp.’s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial-intelligence processors.The company said it had secured enough chip inventory and capacity to meet demand beyond the next several quarters, seeking to alleviate concerns that a supply crunch at its chip contract maker TSMC was getting in the way of its growth. The shortage, though, will affect its gaming business, the company said.Nvidia Chief Financial Officer Colette Kress said on a conference call with analysts that the company expects sales growth to exceed the $500 billion revenue pipeline for 2026 that the company disclosed in October, though she did not give a timeline beyond saying the company expected growth in each quarter of calendar 2026.\"Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth,\" CEO Jensen Huang said in a statement.The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG.The fourth-quarter results are good news for AI investors, who are looking to Nvidia's performance to gauge whether the hundreds of billions of dollars that Big Tech is pouring into data center infrastructure are paying off. Hyperscalers Alphabet, Microsoft, Amazon and Meta Platforms have forecast total capital expenditure of at least $630 billion in 2026, with most of the spending earmarked for data centers and processors.Businesses and governments are spending relentlessly in the race to develop the most sophisticated AI tech, or risk falling behind.\"It’s clear from Nvidia’s latest numbers and their forecast that concerns about an AI slowdown simply are not showing up yet,\" said Bob O'Donnell, chief analyst at TECHnalysis Research. \"Interestingly, the data center revenues are diversifying across more than just the biggest hyperscalers. This suggests there is still growth opportunity in more places, highlighting the ever-expanding interest in AI compute.”Nvidia's sales concentration among a few key customers crept up during its just-ended fiscal 2026, with two customers making up 36% of sales. During the previous fiscal year, three customers made up 34% of sales.NO CHINA REVENUE YETStill, there are signs of risk to Nvidia's long-held dominance in making AI chips. Smaller rival AMD is set to unveil a new flagship AI server later this year and has clinched deals with Nvidia's top customers, including Meta.Meanwhile, Alphabet's Google has emerged as a top rival with a deal to provide Claude chatbot creator Anthropic with its in-house chips called TPUs. Google is also in talks to supply Meta, according to media reports.Big Tech is increasingly turning inward in the quest for more computing power, dedicating resources to designing in-house chips that they are deploying in their data centers.\"We want to finally see this report be enough to spark the tech sector and really get moving past resistance but it most likely will be a fight,\" said Ken Mahoney, CEO at Mahoney Asset Management, which holds shares of Nvidia. \"This was a good beat and raise, the usual for Nvidia, but based on the reactions preliminarily, it seems a lot was baked in to the cake so far.\"Nvidia reported January-quarter sales of $68.13 billion, beating estimates of $66.21 billion, according to LSEG data. It said adjusted profit came in at $1.62 per share, compared with estimates of $1.53, according to LSEG data.Nvidia said its forecast for the current quarter did not include any expected revenue from sales of its data-center chips to China. However, the company said it had received licenses this month from the U.S. government to ship \"small amounts\" of its H200 chips to customers in China.Analysts and investors were counting on the potential return of Nvidia's AI chip sales to China, earlier restricted due to export curbs placed by the U.S. government.Huang said last month that he hopes China will allow the company to sell its powerful H200 AI chip in the country and that the license is being finalized.Rival AMD has added sales of AI chips back to its forecast for the current quarter after it received licenses to ship some of its modified processors to China.The company also said it will include stock-based compensation expense in its non-GAAP financial measures, veering away from broader industry trends at a time when tech firms are fighting each other for top AI engineers and researchers.\"Stock-based compensation is a foundational component of Nvidia's compensation program to attract and retain world-class talent,\" the company said in a statement.","news_type":1,"symbols_score_info":{"NVDG":2,"NVDO":2,"NVII":2,"NVDY":2,"NVDB":2,"NVDX":2,"NVDS":2,"NVDQ":2,"NVDD":2,"NVDA":2.1,"NVDU":2,"DIPS":2,"NVDW":2,"NVDL":2,"NVD":2,"NVYY":2,"ANV":2}},"isVote":1,"tweetType":1,"viewCount":2359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518570174705752,"gmtCreate":1767624457074,"gmtModify":1767624462656,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518570174705752","isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":498210161656672,"gmtCreate":1762655856228,"gmtModify":1762660211175,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"oh, shit, this is the real tiger community?","listText":"oh, shit, this is the real tiger community?","text":"oh, shit, this is the real tiger community?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/498210161656672","isVote":1,"tweetType":1,"viewCount":3741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496736525665104,"gmtCreate":1762296080402,"gmtModify":1762297415713,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Trash ","listText":"Trash ","text":"Trash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496736525665104","repostId":"2580209799","repostType":2,"repost":{"id":"2580209799","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1762239468,"share":"https://ttm.financial/m/news/2580209799?lang=en_US&edition=full_marsco","pubTime":"2025-11-04 14:57","market":"nz","language":"en","title":"Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package","url":"https://stock-news.laohu8.com/highlight/detail?id=2580209799","media":"Reuters","summary":"UPDATE 2-Norway wealth fund to vote against Musk's $1 trillion Tesla pay packageAdds background and detail on vote in paragraphs 6-10. The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a. sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billion","content":"<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway's sovereign wealth fund, the world's largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk's proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla's board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>"While we appreciate the significant value created under Mr. Musk's visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation," Norges Bank Investment Management said on its website.</p><p>The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted "no" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn "nothing" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</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>Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNorway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-04 14:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway's sovereign wealth fund, the world's largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk's proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla's board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>"While we appreciate the significant value created under Mr. Musk's visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation," Norges Bank Investment Management said on its website.</p><p>The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted "no" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn "nothing" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","BK4588":"碎股","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","TSLA":"特斯拉","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4604":"机器人概念","LU2063271972.USD":"富兰克林创新领域基金","BK4543":"AI","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4534":"瑞士信贷持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4555":"新能源车","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251104:nL8N3WG0FN:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580209799","content_text":"OSLO, Nov 4 (Reuters) - Norway's sovereign wealth fund, the world's largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk's proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.Tesla shares dropped 2% in overnight trading.Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.Tesla's board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.\"While we appreciate the significant value created under Mr. Musk's visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,\" Norges Bank Investment Management said on its website.The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487386977726816,"gmtCreate":1760021401825,"gmtModify":1760021405929,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Reuters again. [Look back] [Look back] [Look back] [Look back] [Look back] [Look back] ","listText":"Reuters again. [Look back] [Look back] [Look back] [Look back] [Look back] [Look back] ","text":"Reuters again. [Look back] [Look back] [Look back] [Look back] [Look back] [Look back]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487386977726816","repostId":"2574137181","repostType":2,"isVote":1,"tweetType":1,"viewCount":3870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483019209023520,"gmtCreate":1758955025349,"gmtModify":1758955029032,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"deadly need it to recover my loss.","listText":"deadly need it to recover my loss.","text":"deadly need it to recover my loss.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483019209023520","isVote":1,"tweetType":1,"viewCount":4154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479968822334240,"gmtCreate":1758204065769,"gmtModify":1758204387334,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"What is this shit? This analysis is doing day trading?","listText":"What is this shit? This analysis is doing day trading?","text":"What is this shit? This analysis is doing day trading?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479968822334240","repostId":"2568849830","repostType":2,"repost":{"id":"2568849830","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1758121369,"share":"https://ttm.financial/m/news/2568849830?lang=en_US&edition=full_marsco","pubTime":"2025-09-17 23:02","market":"sg","language":"en","title":"Grab Holdings Stock Drops 6% as HSBC Downgrades It to Hold from Buy on Valuation After Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2568849830","media":"MT Newswires Live","summary":"HSBC downgraded $Grab Holdings(GRAB)$ to Hold from Buy with a price target of $6.20, up from $6. The firm says it is “time for a breather” following the stock’s 30% rally off last month’s low....","content":"<html><head></head><body><p>HSBC downgraded <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> to Hold from Buy with a price target of $6.20, up from $6. The firm says it is “time for a breather” following the stock’s 30% rally off last month’s low. However, Grab’s growth levers remain intact and the company should continue to strengthen its leadership position, the analyst tells investors in a research note.</p><p>Shares of Grab Holdings dropped about 6% on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5dfce06190c6a25a798ee1abe00b2e2f\" tg-width=\"798\" tg-height=\"617\"/></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>Grab Holdings Stock Drops 6% as HSBC Downgrades It to Hold from Buy on Valuation After Rally</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\">\nGrab Holdings Stock Drops 6% as HSBC Downgrades It to Hold from Buy on Valuation After Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-09-17 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HSBC downgraded <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> to Hold from Buy with a price target of $6.20, up from $6. The firm says it is “time for a breather” following the stock’s 30% rally off last month’s low. However, Grab’s growth levers remain intact and the company should continue to strengthen its leadership position, the analyst tells investors in a research note.</p><p>Shares of Grab Holdings dropped about 6% on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5dfce06190c6a25a798ee1abe00b2e2f\" tg-width=\"798\" tg-height=\"617\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568849830","content_text":"HSBC downgraded Grab Holdings to Hold from Buy with a price target of $6.20, up from $6. The firm says it is “time for a breather” following the stock’s 30% rally off last month’s low. However, Grab’s growth levers remain intact and the company should continue to strengthen its leadership position, the analyst tells investors in a research note.Shares of Grab Holdings dropped about 6% on Wednesday.","news_type":1,"symbols_score_info":{"GRAB":1.5}},"isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465021858222160,"gmtCreate":1754541267448,"gmtModify":1754541271195,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Buy on dip ","listText":"Buy on dip ","text":"Buy on dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465021858222160","repostId":"1116164422","repostType":2,"repost":{"id":"1116164422","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1754535065,"share":"https://ttm.financial/m/news/1116164422?lang=en_US&edition=full_marsco","pubTime":"2025-08-07 10:51","market":"us","language":"en","title":"AMD Isn’t the Next Nvidia. At Least Not Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1116164422","media":"Dow Jones","summary":"Too Far, Too Fast. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some,...","content":"<html><head></head><body><p><strong>Too Far, Too Fast</strong>. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some, AMD even holds the hope of being Nvidia Part Two—a chip maker that can remake itself on the back of AI.</p><p>But caution is in order. On Wednesday, AMD shares were down 6.5%, a day after the company reported solid second quarter earnings results. On the surface, the numbers looked fine, with better-than-expected revenue for the June quarter and a robust sales outlook.</p><p>But there are cracks appearing in the story and investors should resist the temptation to buy on the dip. Evidence suggests AMD shares are a risky opportunity at current levels.</p><p>Wall Street tends to focus on the data center as AMD’s most important end market, where its GPU and server CPU businesses reside. But nearly all the revenue upside came from AMD’s gaming unit, while the data center segment grew just 14% versus the prior year, roughly in line with analysts’ estimates and slower than the unit’s 57% growth in the first quarter.</p><p>Then there’s the outlook for AMD’s AI GPU business. At the company’s Advancing AI event in June, AMD announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series. OpenAI CEO Sam Altman made an appearance at the event and expressed his excitement over AMD’s future road map, raising investor expectations heading into the quarter.</p><p>Investors have been growing more optimistic about AI-related stocks as large technology companies have raised their capital expenditure spending plans this earnings season. AMD shares participated in the rally. As of Tuesday’s close, the stock is up 44% this year, with a 73% gain over the last three months. Nvidia shares, by comparison, are up 33% this year and 57% over the last three months.</p><p>During AMD’s earnings call on Tuesday, analysts wanted clarity on whether the MI350 would quickly take advantage of robust AI infrastructure demand. But the picture they were given was vague, driving AMD stock lower in after hours.</p><p>Analysts asked AMD management several times for more details on the company’s second-half revenue outlook around the AI GPU business. Each time, and unlike last year, AMD CEO Lisa Su declined to give a real forecast. Instead, she said there would be a “steep” production ramp in the second half of the year, while repeatedly emphasizing there is “significant interest” from customers in its MI400 series slated for next year.</p><p>The hesitancy to get specific on the numbers, the mixed data center performance, and the focus on MI400 suggests AMD’s MI350 may not provide the big revenue boost AMD investors have hoped.</p><p>The focus on the follow-up MI400 makes sense. The AI data center market has been moving toward “full stack” rack-scale AI servers which incorporate dozens of chips, networking, and software. Nvidia had some initial production hiccups in moving to its own rack-scale GB200 NVL72, which incorporates 72 GPUs linked together inside one server rack, but it is now shipping in volume. The MI400 will be AMD’s first rack-scale, 72 GPU data center AI server offering.</p><p>The problem is the non-rack-scale MI350 is unlikely to be competitive with Nvidia’s current rack-scale offerings. And it means AMD investors could have to wait at least four quarters before the company’s AI GPU business truly takes off with the MI400 . There is also risk AMD may have trouble building its first rack-scale AI server just like Nvidia did, which could mean delays.</p><p>“The call on AMD remains the MI4XX [MI400] ramp (in a year), which (on paper at least) is supposed to attempt to close the raw performance gap and bring rack-scale offerings to AMD’s portfolio,” Bernstein analyst Stacy Rasgon wrote in a note Wednesday. “Perhaps people will be willing to dream until then. Or, perhaps not.”</p><p>Given the uncertainty, AMD stock looks fully valued. It trades at 32 times forward earnings, with revenue growth of 32% in its latest quarter. Nvidia trades at a slight premium of 36 times, but its revenue is growing at 69%. And I’d argue that current Wall Street estimates for Nvidia earnings are understated since its GB200/GB300 NVL72 is only now ramping in a big way.</p><p>At the moment, AMD shares are a bet on the company’s future ability to deliver on its rack-scale AI server, something Nvidia has already done. Until AMD delivers a successful rollout of that MI400 GPU, which won’t happen before next year, the stock is likely to tread water.</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 Isn’t the Next Nvidia. At Least Not Yet</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\">\nAMD Isn’t the Next Nvidia. At Least Not Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-07 10:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Too Far, Too Fast</strong>. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some, AMD even holds the hope of being Nvidia Part Two—a chip maker that can remake itself on the back of AI.</p><p>But caution is in order. On Wednesday, AMD shares were down 6.5%, a day after the company reported solid second quarter earnings results. On the surface, the numbers looked fine, with better-than-expected revenue for the June quarter and a robust sales outlook.</p><p>But there are cracks appearing in the story and investors should resist the temptation to buy on the dip. Evidence suggests AMD shares are a risky opportunity at current levels.</p><p>Wall Street tends to focus on the data center as AMD’s most important end market, where its GPU and server CPU businesses reside. But nearly all the revenue upside came from AMD’s gaming unit, while the data center segment grew just 14% versus the prior year, roughly in line with analysts’ estimates and slower than the unit’s 57% growth in the first quarter.</p><p>Then there’s the outlook for AMD’s AI GPU business. At the company’s Advancing AI event in June, AMD announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series. OpenAI CEO Sam Altman made an appearance at the event and expressed his excitement over AMD’s future road map, raising investor expectations heading into the quarter.</p><p>Investors have been growing more optimistic about AI-related stocks as large technology companies have raised their capital expenditure spending plans this earnings season. AMD shares participated in the rally. As of Tuesday’s close, the stock is up 44% this year, with a 73% gain over the last three months. Nvidia shares, by comparison, are up 33% this year and 57% over the last three months.</p><p>During AMD’s earnings call on Tuesday, analysts wanted clarity on whether the MI350 would quickly take advantage of robust AI infrastructure demand. But the picture they were given was vague, driving AMD stock lower in after hours.</p><p>Analysts asked AMD management several times for more details on the company’s second-half revenue outlook around the AI GPU business. Each time, and unlike last year, AMD CEO Lisa Su declined to give a real forecast. Instead, she said there would be a “steep” production ramp in the second half of the year, while repeatedly emphasizing there is “significant interest” from customers in its MI400 series slated for next year.</p><p>The hesitancy to get specific on the numbers, the mixed data center performance, and the focus on MI400 suggests AMD’s MI350 may not provide the big revenue boost AMD investors have hoped.</p><p>The focus on the follow-up MI400 makes sense. The AI data center market has been moving toward “full stack” rack-scale AI servers which incorporate dozens of chips, networking, and software. Nvidia had some initial production hiccups in moving to its own rack-scale GB200 NVL72, which incorporates 72 GPUs linked together inside one server rack, but it is now shipping in volume. The MI400 will be AMD’s first rack-scale, 72 GPU data center AI server offering.</p><p>The problem is the non-rack-scale MI350 is unlikely to be competitive with Nvidia’s current rack-scale offerings. And it means AMD investors could have to wait at least four quarters before the company’s AI GPU business truly takes off with the MI400 . There is also risk AMD may have trouble building its first rack-scale AI server just like Nvidia did, which could mean delays.</p><p>“The call on AMD remains the MI4XX [MI400] ramp (in a year), which (on paper at least) is supposed to attempt to close the raw performance gap and bring rack-scale offerings to AMD’s portfolio,” Bernstein analyst Stacy Rasgon wrote in a note Wednesday. “Perhaps people will be willing to dream until then. Or, perhaps not.”</p><p>Given the uncertainty, AMD stock looks fully valued. It trades at 32 times forward earnings, with revenue growth of 32% in its latest quarter. Nvidia trades at a slight premium of 36 times, but its revenue is growing at 69%. And I’d argue that current Wall Street estimates for Nvidia earnings are understated since its GB200/GB300 NVL72 is only now ramping in a big way.</p><p>At the moment, AMD shares are a bet on the company’s future ability to deliver on its rack-scale AI server, something Nvidia has already done. Until AMD delivers a successful rollout of that MI400 GPU, which won’t happen before next year, the stock is likely to tread water.</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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116164422","content_text":"Too Far, Too Fast. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some, AMD even holds the hope of being Nvidia Part Two—a chip maker that can remake itself on the back of AI.But caution is in order. On Wednesday, AMD shares were down 6.5%, a day after the company reported solid second quarter earnings results. On the surface, the numbers looked fine, with better-than-expected revenue for the June quarter and a robust sales outlook.But there are cracks appearing in the story and investors should resist the temptation to buy on the dip. Evidence suggests AMD shares are a risky opportunity at current levels.Wall Street tends to focus on the data center as AMD’s most important end market, where its GPU and server CPU businesses reside. But nearly all the revenue upside came from AMD’s gaming unit, while the data center segment grew just 14% versus the prior year, roughly in line with analysts’ estimates and slower than the unit’s 57% growth in the first quarter.Then there’s the outlook for AMD’s AI GPU business. At the company’s Advancing AI event in June, AMD announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series. OpenAI CEO Sam Altman made an appearance at the event and expressed his excitement over AMD’s future road map, raising investor expectations heading into the quarter.Investors have been growing more optimistic about AI-related stocks as large technology companies have raised their capital expenditure spending plans this earnings season. AMD shares participated in the rally. As of Tuesday’s close, the stock is up 44% this year, with a 73% gain over the last three months. Nvidia shares, by comparison, are up 33% this year and 57% over the last three months.During AMD’s earnings call on Tuesday, analysts wanted clarity on whether the MI350 would quickly take advantage of robust AI infrastructure demand. But the picture they were given was vague, driving AMD stock lower in after hours.Analysts asked AMD management several times for more details on the company’s second-half revenue outlook around the AI GPU business. Each time, and unlike last year, AMD CEO Lisa Su declined to give a real forecast. Instead, she said there would be a “steep” production ramp in the second half of the year, while repeatedly emphasizing there is “significant interest” from customers in its MI400 series slated for next year.The hesitancy to get specific on the numbers, the mixed data center performance, and the focus on MI400 suggests AMD’s MI350 may not provide the big revenue boost AMD investors have hoped.The focus on the follow-up MI400 makes sense. The AI data center market has been moving toward “full stack” rack-scale AI servers which incorporate dozens of chips, networking, and software. Nvidia had some initial production hiccups in moving to its own rack-scale GB200 NVL72, which incorporates 72 GPUs linked together inside one server rack, but it is now shipping in volume. The MI400 will be AMD’s first rack-scale, 72 GPU data center AI server offering.The problem is the non-rack-scale MI350 is unlikely to be competitive with Nvidia’s current rack-scale offerings. And it means AMD investors could have to wait at least four quarters before the company’s AI GPU business truly takes off with the MI400 . There is also risk AMD may have trouble building its first rack-scale AI server just like Nvidia did, which could mean delays.“The call on AMD remains the MI4XX [MI400] ramp (in a year), which (on paper at least) is supposed to attempt to close the raw performance gap and bring rack-scale offerings to AMD’s portfolio,” Bernstein analyst Stacy Rasgon wrote in a note Wednesday. “Perhaps people will be willing to dream until then. Or, perhaps not.”Given the uncertainty, AMD stock looks fully valued. It trades at 32 times forward earnings, with revenue growth of 32% in its latest quarter. Nvidia trades at a slight premium of 36 times, but its revenue is growing at 69%. And I’d argue that current Wall Street estimates for Nvidia earnings are understated since its GB200/GB300 NVL72 is only now ramping in a big way.At the moment, AMD shares are a bet on the company’s future ability to deliver on its rack-scale AI server, something Nvidia has already done. Until AMD delivers a successful rollout of that MI400 GPU, which won’t happen before next year, the stock is likely to tread water.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462706384642576,"gmtCreate":1753971279672,"gmtModify":1753971282525,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a> , this one stock is highly manipulated, short term trade is a good option. ","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a> , this one stock is highly manipulated, short term trade is a good option. ","text":"$Grab Holdings(GRAB)$ , this one stock is highly manipulated, short term trade is a good option.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462706384642576","isVote":1,"tweetType":1,"viewCount":2968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":456940771676280,"gmtCreate":1752564839400,"gmtModify":1752564842710,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"CNN??","listText":"CNN??","text":"CNN??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/456940771676280","repostId":"2551013336","repostType":2,"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":448049144480520,"gmtCreate":1750413813296,"gmtModify":1750413817413,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Slump, your head. Just 0.3,%","listText":"Slump, your head. Just 0.3,%","text":"Slump, your head. Just 0.3,%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/448049144480520","repostId":"2544128105","repostType":2,"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":432747302839080,"gmtCreate":1746657000787,"gmtModify":1746669036146,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Reuters can still be trusted?","listText":"Reuters can still be trusted?","text":"Reuters can still be trusted?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432747302839080","repostId":"2533099086","repostType":2,"repost":{"id":"2533099086","kind":"live","pubTimestamp":1746612112,"share":"https://ttm.financial/m/news/2533099086?lang=en_US&edition=full_marsco","pubTime":"2025-05-07 18:01","market":"nz","language":"en","title":"Grab Is Aiming to Strike a Deal to Take Over Indonesia's Goto in the Second Quarter, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2533099086","media":"THOMSON REUTERS","summary":"Grab Is Aiming to Strike a Deal to Take Over Indonesia's Goto in the Second Quarter, Sources Say","content":"<html><body><p>Grab Is Aiming to Strike a Deal to Take Over Indonesia's Goto in the Second Quarter, Sources Say</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nGrab Is Aiming to Strike a Deal to Take Over Indonesia's Goto in the Second Quarter, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-07 18:01 GMT+8 <a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250507:nL1N3RF0EQ:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Is Aiming to Strike a Deal to Take Over Indonesia's Goto in the Second Quarter, Sources Say</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250507:nL1N3RF0EQ:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999002406.SGD":"利安新加坡信托基金","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK4230":"旅客陆运","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4122":"互联网与直销零售","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD",".IXIC":"NASDAQ Composite","BK4022":"陆运","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","GRAB":"Grab Holdings"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250507:nL1N3RF0EQ:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533099086","content_text":"Grab Is Aiming to Strike a Deal to Take Over Indonesia's Goto in the Second Quarter, Sources Say","news_type":1,"symbols_score_info":{"GRAB":0.9,".IXIC":0.6}},"isVote":1,"tweetType":1,"viewCount":3514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":432578814271592,"gmtCreate":1746615991854,"gmtModify":1746623226042,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"How many times to play with this news ? Try to find sth new ","listText":"How many times to play with this news ? Try to find sth new ","text":"How many times to play with this news ? Try to find sth new","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/432578814271592","repostId":"2533601366","repostType":2,"repost":{"id":"2533601366","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1746613478,"share":"https://ttm.financial/m/news/2533601366?lang=en_US&edition=full_marsco","pubTime":"2025-05-07 18:24","market":"us","language":"en","title":"Grab Looks to Strike a Deal to Acquire Indonesia's GoTo in Q2, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2533601366","media":"Reuters","summary":"Grab looks to strike a deal to acquire Indonesia's GoTo in Q2, sources sayBy Yantoultra Ngui, Kane Wu and Fanny PotkinSINGAPORE/HONG KONG, May 7 (Reuters) - U.S.-listed ride-hailing and food delivery ","content":"<html><head></head><body><p>U.S.-listed ride-hailing and food delivery firm Grab is looking to strike a deal to take over smaller Indonesian rival GoTo (GOTO.JK), opens new tab in the second quarter, two sources with knowledge of the matter said.</p><p>Singapore-headquartered Grab has hired advisors to work on the proposed deal, the two sources added. The deal is subject to terms such as financing, which Grab is in discussion with banks, one of the sources added.</p><p style=\"text-align: start;\">The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here.</p><p>Both Grab and GoTo declined to comment.</p><p>Grab is looking to buy GoTo's businesses at around $7 billion, according to a separate source with knowledge of the matter. Jakarta-listed GoTo's shares have climbed 20% year-to-date, giving it a market value of around $5.8 billion, LSEG data showed.</p><p>Grab's shares on Nasdaq were up 2.4% so far this year, giving it a market value of nearly $20 billion, according to LSEG data.</p><p>GoTo will be selling off its international unit in Singapore to Grab, two separate sources familiar with the matter said. In Indonesia, GoTo will sell its entire operations except its finance arm to Grab, one of the two sources added.</p><p>Grab, backed by Uber, offers services consisting of deliveries, mobility and financial services, among others, according to its website.</p><p>GoTo, whose investors include SoftBank and Taobao China Holding, described itself as Indonesia's largest digital ecosystem that provides e-commerce services and banking services, its website showed.</p><p>A merger between Grab and GoTo would create a giant in the ride-hailing industry in Southeast Asia dominating around 85% of the $8 billion market, according to data analytics company, Euromonitor International, opens new tab.</p><p>"The combined entity would hold a market share of over 91% in Indonesia, and almost 90% in Singapore," said David Zhang, Euromonitor International's insights manager of payments and lending in Asia.</p><p>"Markets especially in Indonesia and Singapore will impose strict scrutiny," he said, adding that the merger will likely be blocked by regulators in key markets in Southeast Asia.</p><p>Indonesian stockbroker BRI Danareksa Sekuritas' analyst Niko Margaronis, who covers GoTo, said that the Indonesian authorities may adopt a more pragmatic approach when assessing a potential merger, weighing the benefits of strengthening existing players and fostering long-term economic value.</p><p>Antitrust scrutiny has intensified significantly against the backdrop of rising cost of living driven by uncertain global macroeconomic environment made worse by U.S. President Donald Trump's tariffs.</p><p>In March, Uber terminated its $950 million bid for Delivery Hero's Foodpanda business in Taiwan after Taiwan blocked the proposed deal on anti-competitive concerns and worries over it could incentivize Uber to raise prices.</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>Grab Looks to Strike a Deal to Acquire Indonesia's GoTo in Q2, Sources Say</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\">\nGrab Looks to Strike a Deal to Acquire Indonesia's GoTo in Q2, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-07 18:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S.-listed ride-hailing and food delivery firm Grab is looking to strike a deal to take over smaller Indonesian rival GoTo (GOTO.JK), opens new tab in the second quarter, two sources with knowledge of the matter said.</p><p>Singapore-headquartered Grab has hired advisors to work on the proposed deal, the two sources added. The deal is subject to terms such as financing, which Grab is in discussion with banks, one of the sources added.</p><p style=\"text-align: start;\">The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here.</p><p>Both Grab and GoTo declined to comment.</p><p>Grab is looking to buy GoTo's businesses at around $7 billion, according to a separate source with knowledge of the matter. Jakarta-listed GoTo's shares have climbed 20% year-to-date, giving it a market value of around $5.8 billion, LSEG data showed.</p><p>Grab's shares on Nasdaq were up 2.4% so far this year, giving it a market value of nearly $20 billion, according to LSEG data.</p><p>GoTo will be selling off its international unit in Singapore to Grab, two separate sources familiar with the matter said. In Indonesia, GoTo will sell its entire operations except its finance arm to Grab, one of the two sources added.</p><p>Grab, backed by Uber, offers services consisting of deliveries, mobility and financial services, among others, according to its website.</p><p>GoTo, whose investors include SoftBank and Taobao China Holding, described itself as Indonesia's largest digital ecosystem that provides e-commerce services and banking services, its website showed.</p><p>A merger between Grab and GoTo would create a giant in the ride-hailing industry in Southeast Asia dominating around 85% of the $8 billion market, according to data analytics company, Euromonitor International, opens new tab.</p><p>"The combined entity would hold a market share of over 91% in Indonesia, and almost 90% in Singapore," said David Zhang, Euromonitor International's insights manager of payments and lending in Asia.</p><p>"Markets especially in Indonesia and Singapore will impose strict scrutiny," he said, adding that the merger will likely be blocked by regulators in key markets in Southeast Asia.</p><p>Indonesian stockbroker BRI Danareksa Sekuritas' analyst Niko Margaronis, who covers GoTo, said that the Indonesian authorities may adopt a more pragmatic approach when assessing a potential merger, weighing the benefits of strengthening existing players and fostering long-term economic value.</p><p>Antitrust scrutiny has intensified significantly against the backdrop of rising cost of living driven by uncertain global macroeconomic environment made worse by U.S. President Donald Trump's tariffs.</p><p>In March, Uber terminated its $950 million bid for Delivery Hero's Foodpanda business in Taiwan after Taiwan blocked the proposed deal on anti-competitive concerns and worries over it could incentivize Uber to raise prices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002406.SGD":"利安新加坡信托基金","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","GRAB":"Grab Holdings","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","BK4122":"互联网与直销零售","BK4022":"陆运","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4230":"旅客陆运","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250507:nL1N3RF0EQ:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533601366","content_text":"U.S.-listed ride-hailing and food delivery firm Grab is looking to strike a deal to take over smaller Indonesian rival GoTo (GOTO.JK), opens new tab in the second quarter, two sources with knowledge of the matter said.Singapore-headquartered Grab has hired advisors to work on the proposed deal, the two sources added. The deal is subject to terms such as financing, which Grab is in discussion with banks, one of the sources added.The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here.Both Grab and GoTo declined to comment.Grab is looking to buy GoTo's businesses at around $7 billion, according to a separate source with knowledge of the matter. Jakarta-listed GoTo's shares have climbed 20% year-to-date, giving it a market value of around $5.8 billion, LSEG data showed.Grab's shares on Nasdaq were up 2.4% so far this year, giving it a market value of nearly $20 billion, according to LSEG data.GoTo will be selling off its international unit in Singapore to Grab, two separate sources familiar with the matter said. In Indonesia, GoTo will sell its entire operations except its finance arm to Grab, one of the two sources added.Grab, backed by Uber, offers services consisting of deliveries, mobility and financial services, among others, according to its website.GoTo, whose investors include SoftBank and Taobao China Holding, described itself as Indonesia's largest digital ecosystem that provides e-commerce services and banking services, its website showed.A merger between Grab and GoTo would create a giant in the ride-hailing industry in Southeast Asia dominating around 85% of the $8 billion market, according to data analytics company, Euromonitor International, opens new tab.\"The combined entity would hold a market share of over 91% in Indonesia, and almost 90% in Singapore,\" said David Zhang, Euromonitor International's insights manager of payments and lending in Asia.\"Markets especially in Indonesia and Singapore will impose strict scrutiny,\" he said, adding that the merger will likely be blocked by regulators in key markets in Southeast Asia.Indonesian stockbroker BRI Danareksa Sekuritas' analyst Niko Margaronis, who covers GoTo, said that the Indonesian authorities may adopt a more pragmatic approach when assessing a potential merger, weighing the benefits of strengthening existing players and fostering long-term economic value.Antitrust scrutiny has intensified significantly against the backdrop of rising cost of living driven by uncertain global macroeconomic environment made worse by U.S. President Donald Trump's tariffs.In March, Uber terminated its $950 million bid for Delivery Hero's Foodpanda business in Taiwan after Taiwan blocked the proposed deal on anti-competitive concerns and worries over it could incentivize Uber to raise prices.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430242362507432,"gmtCreate":1746063010105,"gmtModify":1746064313790,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Trashing Tesla again, and as always.","listText":"Trashing Tesla again, and as always.","text":"Trashing Tesla again, and as always.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430242362507432","repostId":"1139760946","repostType":2,"repost":{"id":"1139760946","kind":"news","pubTimestamp":1746061555,"share":"https://ttm.financial/m/news/1139760946?lang=en_US&edition=full_marsco","pubTime":"2025-05-01 09:05","market":"us","language":"en","title":"Tesla Board Opened Search for a CEO to Succeed Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=1139760946","media":"The Wall Street Journal","summary":"About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out t","content":"<div>\n<p>About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out ...</p>\n\n<a href=\"https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_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>Tesla Board Opened Search for a CEO to Succeed Elon Musk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Board Opened Search for a CEO to Succeed Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-01 09:05 GMT+8 <a href=https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out ...</p>\n\n<a href=\"https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139760946","content_text":"About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out to several executive search firms to work on a formal process for finding Tesla’s next chief executive, according to people familiar with the discussions. Tesla shares slid 2.4% in overnight trading.Tensions had been mounting at the company. Sales and profits were deteriorating rapidly. Musk was spending much of his time in Washington.Around that time, Tesla’s board met with Musk for an update. Board members told him he needed to spend more time on Tesla, according to people familiar with the meeting. And he needed to say so publicly.Musk didn’t push back.Tesla has been on a losing streak in the months since Musk, its visionary chief executive, began spending much of his time helping President Trump slash federal spending. Last week, after the company said its first-quarter profit had plunged 71%, Musk told investors he would soon pivot back to his job at Tesla.“Starting next month,” he said on a conference call about earnings, “I’ll be allocating far more of my time to Tesla.” The board narrowed its focus to a major search firm, according to the people familiar with the discussions. The current status of the succession planning couldn’t be determined. It is also unclear if Musk, himself a Tesla board member, was aware of the effort, or if his pledge to spend more time at Tesla has affected succession planning. Musk didn’t respond to requests for comment. During a cabinet meeting on Wednesday, Trump thanked Musk for his government work. “You know you’re invited to stay as long as you want,” Trump said. “I guess he wants to get back home to his cars.”Any change at the top would mark a major moment for Tesla: Musk has run the electric-vehicle maker for nearly 20 years, though he stepped aside as board chairman in 2018. Musk has been deeply involved in all of his businesses, even those in which other executives handle day-to-day management.The eight-person Tesla board has been looking to add an independent director, according to people familiar with the process. Some directors, including Tesla co-founder JB Straubel, have been meeting with major investors to reassure them the company is in good hands.Musk’s detour into government came at a difficult time for his biggest company. Sales of Tesla’s electric cars fell in 2024, the first annual decline in more than a decade. The company slashed prices, which ate into profit margins. Its high-profile Cybertruck, derided for its strange looks, became the butt of jokes by late-night comics. Musk’s close ties to Trump tarnished Tesla’s brand for some consumers. Making matters worse, the president’s tariffs have complicated Tesla’s business in China, one of its biggest car markets, and a U.S. supply chain that relies heavily on vendors in Mexico and Canada.Musk’s proximity to the president proved no help on that front. He told investors last week he would “continue to advocate for lower tariffs rather than higher tariffs, but that’s all I can do.” The decision, he said, was the president’s.After Trump’s victory last year, Tesla’s shares surged at first, reflecting optimism that Musk’s close ties to the president would yield benefits for his businesses. Tesla’s market value hit a record high of $1.5 trillion in December. Since then, it has fallen to about $900 billion.Early last year, after some two decades of running Tesla, Musk confided to someone close to him, in late night texts, that he was frustrated to still be working nonstop at the company, especially after a Delaware judge had struck down his multibillion-dollar pay package. Last spring, he told that person that he no longer wanted to be CEO of Tesla, but that he was worried that no one could replace him atop the company and sell the vision that Tesla isn’t just an automaker, but the future of robotics and automation as well. Musk with then-candidate Donald Trump at a campaign event in Pennsylvania last October. This year, Musk has been spending a lot of time in Washington. PHOTO: JUSTIN MERRIMAN/BLOOMBERG NEWSMusk has complained both in public and private that despite owning roughly 13% of the company, he has been working without pay for the last seven years. The Tesla board recently formed a special compensation committee to address CEO compensation. Musk has enormous demands on his time. Tesla is only one of five businesses he oversees. At Tesla alone, more than 20 executives report directly to him, according to an internal document. Since the election, he has spent most of his time in Washington, with weekends at Trump’s Mar-a-Lago resort in Florida. When he met with Tesla employees and board members, he often did so remotely. Some Tesla employees said that the first time they had heard from Musk in months was at an all-hands meeting in March, streamed to all X users, where he tried to reassure employees and persuade them not to sell their shares. “If you read the news, it feels like Armageddon,” he told them. “I can’t walk past a TV without seeing a Tesla on fire,” he said, referring to vandalism at Tesla showrooms and charging stations. “There are times when there are rocky moments, a little bit of stormy weather, but I’m here to tell you the future is bright and exciting. What I’m saying is—hang on to your stock.”Executive focusMusk spent more than $250 million on Trump’s re-election effort. He took the stage with Trump at rallies and even spent a chunk of time in Pennsylvania after identifying it as a state that Trump couldn’t afford to lose. On election night, he was in the ballroom at Mar-a-Lago. The next morning, Nov. 6, he flew out of Palm Beach to attend a Tesla board meeting in Austin. Soon, he was back in Mar-a-Lago sitting in on meetings with world leaders and helping to vet candidates for cabinet positions. Musk was given the job of running the Department of Government Efficiency, which eventually was staffed with government outsiders that included investors and employees from his companies. His status as a “special government employee” enables him to work at the White House for 130 days each year without filing the financial-disclosure forms required for regular employees. Some employees said they were happy at first that Musk was busy in D.C. because his tendency to micromanage at Tesla could be a distraction. President Trump and Elon Musk stand by a Tesla Cybertruck at the White House.In March, as Tesla’s shares slid in value, President Trump appeared with Musk at the White House to talk up the company’s vehicles. PHOTO: MOLLY RILEY/WHITE HOUSE/ZUMA PRESSAs Musk drew closer to Trump, who has criticized EV mandates and vowed to reinvigorate the oil and gas industries, some employees sought assurances from management that Musk still supported Tesla’s mission to fight climate change and support sustainable-energy infrastructure. Late last November, Tesla executive Mike Snyder tried to reassure his team that Musk’s political tilt wouldn’t distract him from the business. “It’s obviously been a turbulent and emotional season, I acknowledge that,” he said, according to a recording of the meeting reviewed by The Wall Street Journal. “I’d rather have Elon next to Trump than an enemy of Trump.”Snyder, whose team works on energy storage and solar power, told his team that Musk continued to answer texts. “People concerned that Elon is not engaged or interested, I can assure you that’s not true,” he said.By early this year, it was clear to some inside the company that Musk’s political foray was becoming a business liability. Tesla was losing brand appeal in markets such as California and Germany, and drivers had begun putting bumper stickers on their Teslas distancing themselves from Musk’s politics. Tesla also was losing ground in China to homegrown rivals such as BYD. Eliah Gilfenbaum, a Tesla executive in California, told his team that it was getting more challenging to hire and retain talent, according to one person who was present. He told them Tesla would be better off if Musk resigned. That was unlikely to happen, he told them, and employees needed to reconcile the boss’s politics with the company’s mission. He advised them to try to compartmentalize and just keep going. After two newspapers reported on Gilfenbaum’s remarks, Gilfenbaum was forced out of Tesla, the person said. Tesla hasn’t commented on the matter.Growth problemTesla's Optimus humanoid robot and Cybertruck at a Shanghai conference.Tesla is pivoting to artificial intelligence and robots. Spectators viewed Tesla’s Optimus robot at an event in Shanghai last September. PHOTO: CFOTO/FUTURE PUBLISHING/GETTY IMAGESTesla executives have said the company is in a transition period. Its popular Model 3 car and Model Y crossover drove a first wave of growth. Now it is pivoting to artificial intelligence and robotics, heralded by new vehicles like its Cybercab, a gold two-seater sedan with no steering wheel or pedals, and by Optimus, a humanoid robot central to Musk’s vision for the company. Musk has posited that robotics could transform Tesla into a $30 trillion company, many times its current valuation.Meanwhile, though, its core EV business is faltering, and its newest vehicle, the Cybertruck, hasn’t provided much of a boost. Musk pitched the Cybertruck, unveiled in 2019, as a futuristic, bulletproof alternative to old school pickups like Ford’s F150. The first versions to reach customers, in late 2023, were priced around $100,000—2½ times the price Musk first announced.The truck has faced eight recalls, including on safety hardware such as the accelerator pedal and windshield wipers. In its first full year of sales, Tesla sold just 39,000 Cybertrucks in the U.S., according to Cox Automotive estimates—a fraction of the 250,000 in annual sales Musk said was the goal.While many investors held out hope that Tesla would release a new, low-cost model to invigorate sales in 2025, the company instead has focused on refreshing its existing lineup and lowering prices by changing out expensive parts like the material used on its seats. In March, it unveiled a refresh of the Model Y, its bestselling car. In April, Tesla released a less expensive version of the Cybertruck, priced at $69,990.Musk and his lieutenants have redoubled their efforts to convince investors that Tesla’s long-planned autonomous vehicles are just around the corner. Tesla plans to open up its ride-hailing app to the public by the end of June, enabling customers in Austin, Texas, to take unsupervised robotaxi rides in Model Ys. That would put the company in competition with existing robotaxi services like Alphabet’s Waymo and Amazon’s Zoox. In February, Tesla’s finance chief Vaibhav Taneja warned some investors that Tesla would have a “rough quarter.”Tesla Cybertruck on display in a New York City dealership.With Tesla’s core EV business faltering, the Cybertruck, hasn’t provided much of a boost. PHOTO: SPENCER PLATT/GETTY IMAGESIn recent meetings with investors, board members told them that despite Musk’s government work, he was involved in Tesla meetings remotely. One board member told people that sometimes Musk wasn’t as well prepared and that he needed to be briefed more about what is happening with Tesla. The board members continued to say they believed Musk’s proximity to Trump and the White House would benefit the company over the long term.Last week’s dismal earnings report showed quarterly revenue had declined 9%, including a 20% drop in automotive revenue after sales fell in important markets such as California, China and Germany. Musk told investors the blowback against Tesla stemmed from his work with DOGE. “The real reason for the protests, the actual reason, is that is those receiving the waste and fraud wish to continue receiving it,” he said. “That is the real thing that’s going on here, obviously.”After announcing that he would spend less time in Washington and more time at Tesla, Musk defended the company’s performance and expressed optimism about its future. “We’re not on the ragged edge of death,” he said, “not even close.”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373884735713288,"gmtCreate":1732289891816,"gmtModify":1732289920279,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Fxxx bofa","listText":"Fxxx bofa","text":"Fxxx bofa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373884735713288","repostId":"2485253619","repostType":2,"isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246179223445568,"gmtCreate":1701126390279,"gmtModify":1701134198116,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555033483132296","authorIdStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Like joke, with this result, share price droped 8%??????","listText":"Like joke, with this result, share price droped 8%??????","text":"Like joke, with this result, share price droped 8%??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246179223445568","repostId":"1146003962","repostType":2,"isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":598312383112016,"gmtCreate":1787099040934,"gmtModify":1787099043694,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Crazy stuff ","listText":"Crazy stuff ","text":"Crazy stuff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598312383112016","repostId":"1102928021","repostType":2,"repost":{"id":"1102928021","kind":"news","weMediaInfo":{"introduction":"Track and aggregate U.S. overnight trading data.","home_visible":1,"media_name":"US Overnight","id":"1021345012","head_image":"https://community-static.tradeup.com/news/4c900ca44548c39dc8ea91f37baada1d"},"pubTimestamp":1787098805,"share":"https://ttm.financial/m/news/1102928021?lang=en_US&edition=full_marsco","pubTime":"2026-08-19 08:20","market":"us","language":"en","title":"24H | Chip and Optical Communication Stocks Drop Again; Keysight Rises 3% After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1102928021","media":"US Overnight","summary":"Dow Futures fell 0.07%, S&P 500 Futures fell 0.15%, Nasdaq Futures fell 0.41% as risk appetite cooled amid tech weakness.AXT Inc dropped 4.28%. Options flow showed a $1.24 million short call at the...","content":"<html><head></head><body><p>Dow Futures fell 0.07%, S&P 500 Futures fell 0.15%, Nasdaq Futures fell 0.41% as risk appetite cooled amid tech weakness.</p><p>Chip stocks dropped again in overnight trading. <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> and <a href=\"https://laohu8.com/S/SNDK\">SanDisk</a> fell 4%; <a href=\"https://laohu8.com/S/SKHY\">SK hynix</a> and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> fell 3%; <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5376df03172e79a55f0e238e82a6c4cc\" tg-width=\"770\" tg-height=\"774\"/></p><p>Optical communication stocks also fell in overnight trading. <a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a> fell 5%; <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> fell 4%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> fell 3%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a>, <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, <a href=\"https://laohu8.com/S/GLW\">Corning</a>, and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcd7e72d8b961e32e3d105239e53abfe\" tg-width=\"700\" tg-height=\"322\"/></p><p>IONQ Inc. fell 2.61%. It partnered with CMC Microsystems to expand cloud quantum access in Canada.</p><p>Bloom Energy Corp (BE) slipped 2.6%. Director Jeffrey R. Immelt sold $7.17 million of shares, a Form 4 showed.</p><p>SpaceX fell 1.08%. It completed a $60 billion purchase of AI firm Cursor to bolster xAI.</p><p>Electronic equipment maker <a href=\"https://laohu8.com/S/KEYS\">Keysight Technologies</a> forecast fourth-quarter profit and revenue above expectations, as a rapid buildout of AI data centers boosts demand for its software and tools, sending its shares up 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>24H | Chip and Optical Communication Stocks Drop Again; Keysight Rises 3% After Earnings</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\">\n24H | Chip and Optical Communication Stocks Drop Again; Keysight Rises 3% After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1021345012\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4c900ca44548c39dc8ea91f37baada1d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">US Overnight </p>\n<p class=\"h-time\">2026-08-19 08:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dow Futures fell 0.07%, S&P 500 Futures fell 0.15%, Nasdaq Futures fell 0.41% as risk appetite cooled amid tech weakness.</p><p>Chip stocks dropped again in overnight trading. <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> and <a href=\"https://laohu8.com/S/SNDK\">SanDisk</a> fell 4%; <a href=\"https://laohu8.com/S/SKHY\">SK hynix</a> and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> fell 3%; <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5376df03172e79a55f0e238e82a6c4cc\" tg-width=\"770\" tg-height=\"774\"/></p><p>Optical communication stocks also fell in overnight trading. <a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a> fell 5%; <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> fell 4%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> fell 3%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a>, <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, <a href=\"https://laohu8.com/S/GLW\">Corning</a>, and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcd7e72d8b961e32e3d105239e53abfe\" tg-width=\"700\" tg-height=\"322\"/></p><p>IONQ Inc. fell 2.61%. It partnered with CMC Microsystems to expand cloud quantum access in Canada.</p><p>Bloom Energy Corp (BE) slipped 2.6%. Director Jeffrey R. Immelt sold $7.17 million of shares, a Form 4 showed.</p><p>SpaceX fell 1.08%. It completed a $60 billion purchase of AI firm Cursor to bolster xAI.</p><p>Electronic equipment maker <a href=\"https://laohu8.com/S/KEYS\">Keysight Technologies</a> forecast fourth-quarter profit and revenue above expectations, as a rapid buildout of AI data centers boosts demand for its software and tools, sending its shares up 3%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","COHR":"Coherent","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - 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Direxion Daily Semiconductors Bull 3x Shares and SanDisk fell 4%; SK hynix and Western Digital fell 3%; Micron Technology, Seagate Technology, AMD and Intel fell 2%. Optical communication stocks also fell in overnight trading. AXT Inc fell 5%; Applied Optoelectronics fell 4%; Coherent fell 3%; Credo Technology, Lumentum, Corning, and Ciena fell 2%. IONQ Inc. fell 2.61%. It partnered with CMC Microsystems to expand cloud quantum access in Canada.Bloom Energy Corp (BE) slipped 2.6%. Director Jeffrey R. Immelt sold $7.17 million of shares, a Form 4 showed.SpaceX fell 1.08%. It completed a $60 billion purchase of AI firm Cursor to bolster xAI.Electronic equipment maker Keysight Technologies forecast fourth-quarter profit and revenue above expectations, as a rapid buildout of AI data centers boosts demand for its software and tools, sending its shares up 3%.","news_type":1,"symbols_score_info":{"AMUU":0.6,"SNDG":0.6,"SK":0.6,"INTW":0.6,"CIEN":2,"COHX":0.6,"DAMD":0.6,"AMYY":0.6,"HYNX":0.6,"AXTI":2,"SNDU":0.6,"MU":2,"AAOI":2,"CRDO":2,"LITE":2,"INTC":2,"SKHZ":0.6,"MIC":0.6,"LINT":0.6,"MUYY":0.6,"STX":2,"CRDU":0.6,"AMDY":0.6,"SKHX":0.6,"GLW":2,"LITG":0.6,"MUZ":0.6,"MUD":0.6,"SNDC":0.6,"AMDW":0.6,"SKHY":2,"AMDD":0.6,"SKHU":0.6,"07709":0.6,"SOXL":2,"AMD":2,"SNXX":0.6,"COHR":2,"SNDQ":0.6,"SKDD":0.6,"SNDK":2,"MUU":0.6,"SKHA":0.6,"AMDG":0.6,"LITX":0.6,"SKUU":0.6,"AMDL":0.6,"AMDU":0.6,"GLWG":0.6,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246179223445568,"gmtCreate":1701126390279,"gmtModify":1701134198116,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Like joke, with this result, share price droped 8%??????","listText":"Like joke, with this result, share price droped 8%??????","text":"Like joke, with this result, share price droped 8%??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246179223445568","repostId":"1146003962","repostType":2,"isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":561297995948080,"gmtCreate":1778067418410,"gmtModify":1778072782020,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Rubbish...","listText":"Rubbish...","text":"Rubbish...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561297995948080","repostId":"2633011139","repostType":2,"repost":{"id":"2633011139","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778051978,"share":"https://ttm.financial/m/news/2633011139?lang=en_US&edition=full_marsco","pubTime":"2026-05-06 15:19","market":"us","language":"en","title":"Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue","url":"https://stock-news.laohu8.com/highlight/detail?id=2633011139","media":"Reuters","summary":"May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.","content":"<html><head></head><body><p>May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Recall over 218,800 U.S. Vehicles on Rearview Image Issue</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 to Recall over 218,800 U.S. Vehicles on Rearview Image Issue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-06 15:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 6 (Reuters) - Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","TSLR":"2倍做多TSLA ETF-GraniteShares","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLT":"2倍做多TSLA ETF-T-Rex","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLY":"TSLA期权收益策略ETF-YieldMax","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4604":"机器人概念","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4527":"明星科技股","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images that increase crash risk, the U.S. National Highway Traffic Safety Administration said on Wednesday.","news_type":1,"symbols_score_info":{"07766":0.6,"TSLL":0.6,"TSLS":0.6,"TEST":0.6,"TSDD":0.6,"TSLI":0.6,"TSII":0.6,"CRSH":0.6,"TSLW":0.6,"TSLG":0.6,"TSLZ":0.6,"TLA":0.6,"TSLT":0.6,"TSLY":0.6,"TSLA":1.98,"TSLR":0.6,"TSLQ":0.6,"TSL":0.6,"TSLO":0.6,"TSYY":0.6,"TSLP":0.6,"TESL":0.6}},"isVote":1,"tweetType":1,"viewCount":2448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487386977726816,"gmtCreate":1760021401825,"gmtModify":1760021405929,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Reuters again. [Look back] [Look back] [Look back] [Look back] [Look back] [Look back] ","listText":"Reuters again. [Look back] [Look back] [Look back] [Look back] [Look back] [Look back] ","text":"Reuters again. [Look back] [Look back] [Look back] [Look back] [Look back] [Look back]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487386977726816","repostId":"2574137181","repostType":2,"repost":{"id":"2574137181","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1760018627,"share":"https://ttm.financial/m/news/2574137181?lang=en_US&edition=full_marsco","pubTime":"2025-10-09 22:03","market":"fut","language":"en","title":"US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2574137181","media":"Reuters","summary":"US opens probe into 2.8 million Tesla vehicles over traffic violations when using FSDWASHINGTON, Oct 9 - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has \"induced vehicle behavior that violated traffic safety laws\". The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system. ","content":"<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has "induced vehicle behavior that violated traffic safety laws".</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</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>US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD</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\">\nUS Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-09 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has "induced vehicle behavior that violated traffic safety laws".</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.Tesla shares fell 2% in morning trading.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has \"induced vehicle behavior that violated traffic safety laws\".The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543841361667280,"gmtCreate":1773801600718,"gmtModify":1773802066645,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"As people are dumb...","listText":"As people are dumb...","text":"As people are dumb...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/543841361667280","repostId":"2620086654","repostType":2,"repost":{"id":"2620086654","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773791362,"share":"https://ttm.financial/m/news/2620086654?lang=en_US&edition=full_marsco","pubTime":"2026-03-18 07:49","market":"other","language":"en","title":"Nvidia's Jensen Huang Used To Be The Stock's Best Salesman. Now He Can Barely Make It Budge","url":"https://stock-news.laohu8.com/highlight/detail?id=2620086654","media":"Dow Jones","summary":"The stock reaction wasn't quite what $Nvidia(NVDA)$ CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.Admittedly...","content":"<html><head></head><body><p>The stock reaction wasn't quite what <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.</p><p>Admittedly the day after it's last GTC conference in October 2025 the stock closed down 2%, according to Dow Jones Market Data, but after the two events prior to that it closed up 3.15% in March 2025, and up 3.12% in March 2024.</p><p>Huang has been struggling to reignite Nvidia's rally amid a difficult environment for technology stocks, even after impressive hardware reveals.</p><p>The stock has largely been stuck in a range of $180-$190 since last summer. Initial concerns about the sustainability of spending on artificial-intelligence infrastructure which reared their heads late last year have now been compounded by market concerns about the Iran conflict, reducing expectations for rate cuts and raising fears of recession.</p><p>That's a tough environment for the world's largest publicly traded company to gain any momentum and the company's GTC conference this week doesn't look like it will change that.</p><p>The biggest headline amid a flurry of announcements on Monday was that Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips for the period from 2025 through to the end of 2027. He had previously forecast a revenue opportunity of $500 billion by the end of 2026.</p><p>Importantly, Nvidia executives clarified the estimate was only for the Blackwell and Rubin processors, suggesting its overall data-center revenue -- which includes other products -- could be ahead of Wall Street expectations of close to $1 trillion for the same period.</p><p>Still, analysts were cautious about the extent to which Huang's comments will move consensus forecasts.</p><p>"We felt Jensen touched on the key points being discussed by the investor community, with the updated backlog validating rather than raising current estimates," <a href=\"https://laohu8.com/S/SFB\">Stifel</a> analyst Ruben Roy wrote in a research note.</p><p>Roy has a Buy rating and $250 target price on the stock. That's based on a price-to-earnings multiple of 25 times his forecast for Nvidia's earnings in 2027. Nvidia currently trades at a forward earnings multiple of less than 22 times, according to FactSet.</p><p>As expected, Nvidia unveiled a new hardware system aimed at inference, generating output from AI models. The Nvidia Groq 3 LPX rack combines 72 of Nvidia's next-generation Vera Rubin servers with 256 chips called language processing units (LPUs), developed by start-up Groq. Nvidia is on track to deliver Vera Rubin systems in the second half of 2026, Huang said.</p><p>The new inference system should help Nvidia fend off the growing challenge from custom chips such as Google's Tensor Processing Units, which were designed in collaboration with Broadcom, which offer cost-effective inference. Analysts at Mizuho estimate that currently between 20% and 40% of AI workloads are dedicated to inference, and that will grow to between 60% and 80% over the next five years.</p><p>But independent analyst Richard Windsor, who publishes Radio Free Mobile, argues that better inference will only be a benefit if the companies building data centers can sustainably generate more revenue from their pricey Nvidia hardware.</p><p>"Given that Nvidia is clearly leading this sector, it will also cement its dominance in inference as well as training," Windsor wrote. "However, [Nvidia's current-generation] Blackwell was supposed to deliver similar economic benefits, but intense competition meant that the price of tokens fell, resulting in revenue remaining static."</p><p>Still, with the GTC conference continuing until Thursday, expect plenty more news as Nvidia looks to tighten its grip on the AI chip throne.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Jensen Huang Used To Be The Stock's Best Salesman. Now He Can Barely Make It Budge</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 Jensen Huang Used To Be The Stock's Best Salesman. Now He Can Barely Make It Budge\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\">2026-03-18 07:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The stock reaction wasn't quite what <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.</p><p>Admittedly the day after it's last GTC conference in October 2025 the stock closed down 2%, according to Dow Jones Market Data, but after the two events prior to that it closed up 3.15% in March 2025, and up 3.12% in March 2024.</p><p>Huang has been struggling to reignite Nvidia's rally amid a difficult environment for technology stocks, even after impressive hardware reveals.</p><p>The stock has largely been stuck in a range of $180-$190 since last summer. Initial concerns about the sustainability of spending on artificial-intelligence infrastructure which reared their heads late last year have now been compounded by market concerns about the Iran conflict, reducing expectations for rate cuts and raising fears of recession.</p><p>That's a tough environment for the world's largest publicly traded company to gain any momentum and the company's GTC conference this week doesn't look like it will change that.</p><p>The biggest headline amid a flurry of announcements on Monday was that Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips for the period from 2025 through to the end of 2027. He had previously forecast a revenue opportunity of $500 billion by the end of 2026.</p><p>Importantly, Nvidia executives clarified the estimate was only for the Blackwell and Rubin processors, suggesting its overall data-center revenue -- which includes other products -- could be ahead of Wall Street expectations of close to $1 trillion for the same period.</p><p>Still, analysts were cautious about the extent to which Huang's comments will move consensus forecasts.</p><p>"We felt Jensen touched on the key points being discussed by the investor community, with the updated backlog validating rather than raising current estimates," <a href=\"https://laohu8.com/S/SFB\">Stifel</a> analyst Ruben Roy wrote in a research note.</p><p>Roy has a Buy rating and $250 target price on the stock. That's based on a price-to-earnings multiple of 25 times his forecast for Nvidia's earnings in 2027. Nvidia currently trades at a forward earnings multiple of less than 22 times, according to FactSet.</p><p>As expected, Nvidia unveiled a new hardware system aimed at inference, generating output from AI models. The Nvidia Groq 3 LPX rack combines 72 of Nvidia's next-generation Vera Rubin servers with 256 chips called language processing units (LPUs), developed by start-up Groq. Nvidia is on track to deliver Vera Rubin systems in the second half of 2026, Huang said.</p><p>The new inference system should help Nvidia fend off the growing challenge from custom chips such as Google's Tensor Processing Units, which were designed in collaboration with Broadcom, which offer cost-effective inference. Analysts at Mizuho estimate that currently between 20% and 40% of AI workloads are dedicated to inference, and that will grow to between 60% and 80% over the next five years.</p><p>But independent analyst Richard Windsor, who publishes Radio Free Mobile, argues that better inference will only be a benefit if the companies building data centers can sustainably generate more revenue from their pricey Nvidia hardware.</p><p>"Given that Nvidia is clearly leading this sector, it will also cement its dominance in inference as well as training," Windsor wrote. "However, [Nvidia's current-generation] Blackwell was supposed to deliver similar economic benefits, but intense competition meant that the price of tokens fell, resulting in revenue remaining static."</p><p>Still, with the GTC conference continuing until Thursday, expect plenty more news as Nvidia looks to tighten its grip on the AI chip throne.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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ASIA ABSOLUTE ALPHA \"I\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620086654","content_text":"The stock reaction wasn't quite what Nvidia CEO Jensen Huang was hoping for after a keynote speech. Nvidia shares were down 0.7% on Tuesday after gaining just 1.7% the previous day.Admittedly the day after it's last GTC conference in October 2025 the stock closed down 2%, according to Dow Jones Market Data, but after the two events prior to that it closed up 3.15% in March 2025, and up 3.12% in March 2024.Huang has been struggling to reignite Nvidia's rally amid a difficult environment for technology stocks, even after impressive hardware reveals.The stock has largely been stuck in a range of $180-$190 since last summer. Initial concerns about the sustainability of spending on artificial-intelligence infrastructure which reared their heads late last year have now been compounded by market concerns about the Iran conflict, reducing expectations for rate cuts and raising fears of recession.That's a tough environment for the world's largest publicly traded company to gain any momentum and the company's GTC conference this week doesn't look like it will change that.The biggest headline amid a flurry of announcements on Monday was that Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips for the period from 2025 through to the end of 2027. He had previously forecast a revenue opportunity of $500 billion by the end of 2026.Importantly, Nvidia executives clarified the estimate was only for the Blackwell and Rubin processors, suggesting its overall data-center revenue -- which includes other products -- could be ahead of Wall Street expectations of close to $1 trillion for the same period.Still, analysts were cautious about the extent to which Huang's comments will move consensus forecasts.\"We felt Jensen touched on the key points being discussed by the investor community, with the updated backlog validating rather than raising current estimates,\" Stifel analyst Ruben Roy wrote in a research note.Roy has a Buy rating and $250 target price on the stock. That's based on a price-to-earnings multiple of 25 times his forecast for Nvidia's earnings in 2027. Nvidia currently trades at a forward earnings multiple of less than 22 times, according to FactSet.As expected, Nvidia unveiled a new hardware system aimed at inference, generating output from AI models. The Nvidia Groq 3 LPX rack combines 72 of Nvidia's next-generation Vera Rubin servers with 256 chips called language processing units (LPUs), developed by start-up Groq. Nvidia is on track to deliver Vera Rubin systems in the second half of 2026, Huang said.The new inference system should help Nvidia fend off the growing challenge from custom chips such as Google's Tensor Processing Units, which were designed in collaboration with Broadcom, which offer cost-effective inference. Analysts at Mizuho estimate that currently between 20% and 40% of AI workloads are dedicated to inference, and that will grow to between 60% and 80% over the next five years.But independent analyst Richard Windsor, who publishes Radio Free Mobile, argues that better inference will only be a benefit if the companies building data centers can sustainably generate more revenue from their pricey Nvidia hardware.\"Given that Nvidia is clearly leading this sector, it will also cement its dominance in inference as well as training,\" Windsor wrote. \"However, [Nvidia's current-generation] Blackwell was supposed to deliver similar economic benefits, but intense competition meant that the price of tokens fell, resulting in revenue remaining static.\"Still, with the GTC conference continuing until Thursday, expect plenty more news as Nvidia looks to tighten its grip on the AI chip throne.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":3138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3575712158925738","idStr":"3575712158925738"},"content":"Haha.. he can no longer lie anymore. 3 years in and one can tell how much profit AI can fetch.","text":"Haha.. he can no longer lie anymore. 3 years in and one can tell how much profit AI can fetch.","html":"Haha.. he can no longer lie anymore. 3 years in and one can tell how much profit AI can fetch."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373884735713288,"gmtCreate":1732289891816,"gmtModify":1732289920279,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Fxxx bofa","listText":"Fxxx bofa","text":"Fxxx bofa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373884735713288","repostId":"2485253619","repostType":2,"isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462706384642576,"gmtCreate":1753971279672,"gmtModify":1753971282525,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a> , this one stock is highly manipulated, short term trade is a good option. ","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a> , this one stock is highly manipulated, short term trade is a good option. ","text":"$Grab Holdings(GRAB)$ , this one stock is highly manipulated, short term trade is a good option.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462706384642576","isVote":1,"tweetType":1,"viewCount":2968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":537061852086600,"gmtCreate":1772140275542,"gmtModify":1772140278712,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"BS","listText":"BS","text":"BS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/537061852086600","repostId":"2614600051","repostType":2,"repost":{"id":"2614600051","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1772120309,"share":"https://ttm.financial/m/news/2614600051?lang=en_US&edition=full_marsco","pubTime":"2026-02-26 23:38","market":"us","language":"en","title":"Nvidia Falls 5% as Upbeat Sales Forecast Gets Lackluster Investor Response","url":"https://stock-news.laohu8.com/highlight/detail?id=2614600051","media":"Reuters","summary":"Shares of $NVIDIA(NVDA)$ rose 1% in premarket trading. The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its...","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> fell 4.8% on Thursday. Nvidia Corp.’s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972e79f681773f6dc4e2e226763839ec\" tg-width=\"810\" tg-height=\"618\"/></p><p>The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial-intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/720b7be3d0284d3f6f0f183095ebf951\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company said it had secured enough chip inventory and capacity to meet demand beyond the next several quarters, seeking to alleviate concerns that a supply crunch at its chip contract maker TSMC was getting in the way of its growth. The shortage, though, will affect its gaming business, the company said.</p><p>Nvidia Chief Financial Officer Colette Kress said on a conference call with analysts that the company expects sales growth to exceed the $500 billion revenue pipeline for 2026 that the company disclosed in October, though she did not give a timeline beyond saying the company expected growth in each quarter of calendar 2026.</p><p>"Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth," CEO Jensen Huang said in a statement.</p><p>The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG.</p><p>The fourth-quarter results are good news for AI investors, who are looking to Nvidia's performance to gauge whether the hundreds of billions of dollars that Big Tech is pouring into data center infrastructure are paying off. Hyperscalers Alphabet, Microsoft, Amazon and Meta Platforms have forecast total capital expenditure of at least $630 billion in 2026, with most of the spending earmarked for data centers and processors.</p><p>Businesses and governments are spending relentlessly in the race to develop the most sophisticated AI tech, or risk falling behind.</p><p>"It’s clear from Nvidia’s latest numbers and their forecast that concerns about an AI slowdown simply are not showing up yet," said Bob O'Donnell, chief analyst at TECHnalysis Research. "Interestingly, the data center revenues are diversifying across more than just the biggest hyperscalers. This suggests there is still growth opportunity in more places, highlighting the ever-expanding interest in AI compute.”</p><p>Nvidia's sales concentration among a few key customers crept up during its just-ended fiscal 2026, with two customers making up 36% of sales. During the previous fiscal year, three customers made up 34% of sales.</p><h2 id=\"id_1960857509\" style=\"text-align: start;\">NO CHINA REVENUE YET</h2><p>Still, there are signs of risk to Nvidia's long-held dominance in making AI chips. Smaller rival AMD is set to unveil a new flagship AI server later this year and has clinched deals with Nvidia's top customers, including Meta.</p><p>Meanwhile, Alphabet's Google has emerged as a top rival with a deal to provide Claude chatbot creator Anthropic with its in-house chips called TPUs. Google is also in talks to supply Meta, according to media reports.</p><p>Big Tech is increasingly turning inward in the quest for more computing power, dedicating resources to designing in-house chips that they are deploying in their data centers.</p><p>"We want to finally see this report be enough to spark the tech sector and really get moving past resistance but it most likely will be a fight," said Ken Mahoney, CEO at Mahoney Asset Management, which holds shares of Nvidia. "This was a good beat and raise, the usual for Nvidia, but based on the reactions preliminarily, it seems a lot was baked in to the cake so far."</p><p>Nvidia reported January-quarter sales of $68.13 billion, beating estimates of $66.21 billion, according to LSEG data. It said adjusted profit came in at $1.62 per share, compared with estimates of $1.53, according to LSEG data.</p><p>Nvidia said its forecast for the current quarter did not include any expected revenue from sales of its data-center chips to China. However, the company said it had received licenses this month from the U.S. government to ship "small amounts" of its H200 chips to customers in China.</p><p>Analysts and investors were counting on the potential return of Nvidia's AI chip sales to China, earlier restricted due to export curbs placed by the U.S. government.</p><p>Huang said last month that he hopes China will allow the company to sell its powerful H200 AI chip in the country and that the license is being finalized.</p><p>Rival AMD has added sales of AI chips back to its forecast for the current quarter after it received licenses to ship some of its modified processors to China.</p><p>The company also said it will include stock-based compensation expense in its non-GAAP financial measures, veering away from broader industry trends at a time when tech firms are fighting each other for top AI engineers and researchers.</p><p>"Stock-based compensation is a foundational component of Nvidia's compensation program to attract and retain world-class talent," the company said in a statement.</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 Falls 5% as Upbeat Sales Forecast Gets Lackluster Investor Response</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 Falls 5% as Upbeat Sales Forecast Gets Lackluster Investor Response\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-26 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> fell 4.8% on Thursday. Nvidia Corp.’s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972e79f681773f6dc4e2e226763839ec\" tg-width=\"810\" tg-height=\"618\"/></p><p>The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial-intelligence processors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/720b7be3d0284d3f6f0f183095ebf951\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company said it had secured enough chip inventory and capacity to meet demand beyond the next several quarters, seeking to alleviate concerns that a supply crunch at its chip contract maker TSMC was getting in the way of its growth. The shortage, though, will affect its gaming business, the company said.</p><p>Nvidia Chief Financial Officer Colette Kress said on a conference call with analysts that the company expects sales growth to exceed the $500 billion revenue pipeline for 2026 that the company disclosed in October, though she did not give a timeline beyond saying the company expected growth in each quarter of calendar 2026.</p><p>"Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth," CEO Jensen Huang said in a statement.</p><p>The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG.</p><p>The fourth-quarter results are good news for AI investors, who are looking to Nvidia's performance to gauge whether the hundreds of billions of dollars that Big Tech is pouring into data center infrastructure are paying off. Hyperscalers Alphabet, Microsoft, Amazon and Meta Platforms have forecast total capital expenditure of at least $630 billion in 2026, with most of the spending earmarked for data centers and processors.</p><p>Businesses and governments are spending relentlessly in the race to develop the most sophisticated AI tech, or risk falling behind.</p><p>"It’s clear from Nvidia’s latest numbers and their forecast that concerns about an AI slowdown simply are not showing up yet," said Bob O'Donnell, chief analyst at TECHnalysis Research. "Interestingly, the data center revenues are diversifying across more than just the biggest hyperscalers. This suggests there is still growth opportunity in more places, highlighting the ever-expanding interest in AI compute.”</p><p>Nvidia's sales concentration among a few key customers crept up during its just-ended fiscal 2026, with two customers making up 36% of sales. During the previous fiscal year, three customers made up 34% of sales.</p><h2 id=\"id_1960857509\" style=\"text-align: start;\">NO CHINA REVENUE YET</h2><p>Still, there are signs of risk to Nvidia's long-held dominance in making AI chips. Smaller rival AMD is set to unveil a new flagship AI server later this year and has clinched deals with Nvidia's top customers, including Meta.</p><p>Meanwhile, Alphabet's Google has emerged as a top rival with a deal to provide Claude chatbot creator Anthropic with its in-house chips called TPUs. Google is also in talks to supply Meta, according to media reports.</p><p>Big Tech is increasingly turning inward in the quest for more computing power, dedicating resources to designing in-house chips that they are deploying in their data centers.</p><p>"We want to finally see this report be enough to spark the tech sector and really get moving past resistance but it most likely will be a fight," said Ken Mahoney, CEO at Mahoney Asset Management, which holds shares of Nvidia. "This was a good beat and raise, the usual for Nvidia, but based on the reactions preliminarily, it seems a lot was baked in to the cake so far."</p><p>Nvidia reported January-quarter sales of $68.13 billion, beating estimates of $66.21 billion, according to LSEG data. It said adjusted profit came in at $1.62 per share, compared with estimates of $1.53, according to LSEG data.</p><p>Nvidia said its forecast for the current quarter did not include any expected revenue from sales of its data-center chips to China. However, the company said it had received licenses this month from the U.S. government to ship "small amounts" of its H200 chips to customers in China.</p><p>Analysts and investors were counting on the potential return of Nvidia's AI chip sales to China, earlier restricted due to export curbs placed by the U.S. government.</p><p>Huang said last month that he hopes China will allow the company to sell its powerful H200 AI chip in the country and that the license is being finalized.</p><p>Rival AMD has added sales of AI chips back to its forecast for the current quarter after it received licenses to ship some of its modified processors to China.</p><p>The company also said it will include stock-based compensation expense in its non-GAAP financial measures, veering away from broader industry trends at a time when tech firms are fighting each other for top AI engineers and researchers.</p><p>"Stock-based compensation is a foundational component of Nvidia's compensation program to attract and retain world-class talent," the company said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0823411888.USD":"法巴消费创新基金 Cap","BK4567":"ESG概念","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4504":"桥水持仓","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260225:nL4N3ZL28E:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614600051","content_text":"Shares of NVIDIA fell 4.8% on Thursday. Nvidia Corp.’s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.The chipmaker forecast first-quarter revenue above market estimates on Wednesday, betting on Big Tech's unabated spending on its artificial-intelligence processors.The company said it had secured enough chip inventory and capacity to meet demand beyond the next several quarters, seeking to alleviate concerns that a supply crunch at its chip contract maker TSMC was getting in the way of its growth. The shortage, though, will affect its gaming business, the company said.Nvidia Chief Financial Officer Colette Kress said on a conference call with analysts that the company expects sales growth to exceed the $500 billion revenue pipeline for 2026 that the company disclosed in October, though she did not give a timeline beyond saying the company expected growth in each quarter of calendar 2026.\"Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth,\" CEO Jensen Huang said in a statement.The world's most valuable company expects fiscal first-quarter sales of $78 billion, plus or minus 2%, compared with analysts' average estimate of $72.60 billion, according to data compiled by LSEG.The fourth-quarter results are good news for AI investors, who are looking to Nvidia's performance to gauge whether the hundreds of billions of dollars that Big Tech is pouring into data center infrastructure are paying off. Hyperscalers Alphabet, Microsoft, Amazon and Meta Platforms have forecast total capital expenditure of at least $630 billion in 2026, with most of the spending earmarked for data centers and processors.Businesses and governments are spending relentlessly in the race to develop the most sophisticated AI tech, or risk falling behind.\"It’s clear from Nvidia’s latest numbers and their forecast that concerns about an AI slowdown simply are not showing up yet,\" said Bob O'Donnell, chief analyst at TECHnalysis Research. \"Interestingly, the data center revenues are diversifying across more than just the biggest hyperscalers. This suggests there is still growth opportunity in more places, highlighting the ever-expanding interest in AI compute.”Nvidia's sales concentration among a few key customers crept up during its just-ended fiscal 2026, with two customers making up 36% of sales. During the previous fiscal year, three customers made up 34% of sales.NO CHINA REVENUE YETStill, there are signs of risk to Nvidia's long-held dominance in making AI chips. Smaller rival AMD is set to unveil a new flagship AI server later this year and has clinched deals with Nvidia's top customers, including Meta.Meanwhile, Alphabet's Google has emerged as a top rival with a deal to provide Claude chatbot creator Anthropic with its in-house chips called TPUs. Google is also in talks to supply Meta, according to media reports.Big Tech is increasingly turning inward in the quest for more computing power, dedicating resources to designing in-house chips that they are deploying in their data centers.\"We want to finally see this report be enough to spark the tech sector and really get moving past resistance but it most likely will be a fight,\" said Ken Mahoney, CEO at Mahoney Asset Management, which holds shares of Nvidia. \"This was a good beat and raise, the usual for Nvidia, but based on the reactions preliminarily, it seems a lot was baked in to the cake so far.\"Nvidia reported January-quarter sales of $68.13 billion, beating estimates of $66.21 billion, according to LSEG data. It said adjusted profit came in at $1.62 per share, compared with estimates of $1.53, according to LSEG data.Nvidia said its forecast for the current quarter did not include any expected revenue from sales of its data-center chips to China. However, the company said it had received licenses this month from the U.S. government to ship \"small amounts\" of its H200 chips to customers in China.Analysts and investors were counting on the potential return of Nvidia's AI chip sales to China, earlier restricted due to export curbs placed by the U.S. government.Huang said last month that he hopes China will allow the company to sell its powerful H200 AI chip in the country and that the license is being finalized.Rival AMD has added sales of AI chips back to its forecast for the current quarter after it received licenses to ship some of its modified processors to China.The company also said it will include stock-based compensation expense in its non-GAAP financial measures, veering away from broader industry trends at a time when tech firms are fighting each other for top AI engineers and researchers.\"Stock-based compensation is a foundational component of Nvidia's compensation program to attract and retain world-class talent,\" the company said in a statement.","news_type":1,"symbols_score_info":{"NVDG":2,"NVDO":2,"NVII":2,"NVDY":2,"NVDB":2,"NVDX":2,"NVDS":2,"NVDQ":2,"NVDD":2,"NVDA":2.1,"NVDU":2,"DIPS":2,"NVDW":2,"NVDL":2,"NVD":2,"NVYY":2,"ANV":2}},"isVote":1,"tweetType":1,"viewCount":2359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465021858222160,"gmtCreate":1754541267448,"gmtModify":1754541271195,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Buy on dip ","listText":"Buy on dip ","text":"Buy on dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465021858222160","repostId":"1116164422","repostType":2,"repost":{"id":"1116164422","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1754535065,"share":"https://ttm.financial/m/news/1116164422?lang=en_US&edition=full_marsco","pubTime":"2025-08-07 10:51","market":"us","language":"en","title":"AMD Isn’t the Next Nvidia. At Least Not Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1116164422","media":"Dow Jones","summary":"Too Far, Too Fast. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some,...","content":"<html><head></head><body><p><strong>Too Far, Too Fast</strong>. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some, AMD even holds the hope of being Nvidia Part Two—a chip maker that can remake itself on the back of AI.</p><p>But caution is in order. On Wednesday, AMD shares were down 6.5%, a day after the company reported solid second quarter earnings results. On the surface, the numbers looked fine, with better-than-expected revenue for the June quarter and a robust sales outlook.</p><p>But there are cracks appearing in the story and investors should resist the temptation to buy on the dip. Evidence suggests AMD shares are a risky opportunity at current levels.</p><p>Wall Street tends to focus on the data center as AMD’s most important end market, where its GPU and server CPU businesses reside. But nearly all the revenue upside came from AMD’s gaming unit, while the data center segment grew just 14% versus the prior year, roughly in line with analysts’ estimates and slower than the unit’s 57% growth in the first quarter.</p><p>Then there’s the outlook for AMD’s AI GPU business. At the company’s Advancing AI event in June, AMD announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series. OpenAI CEO Sam Altman made an appearance at the event and expressed his excitement over AMD’s future road map, raising investor expectations heading into the quarter.</p><p>Investors have been growing more optimistic about AI-related stocks as large technology companies have raised their capital expenditure spending plans this earnings season. AMD shares participated in the rally. As of Tuesday’s close, the stock is up 44% this year, with a 73% gain over the last three months. Nvidia shares, by comparison, are up 33% this year and 57% over the last three months.</p><p>During AMD’s earnings call on Tuesday, analysts wanted clarity on whether the MI350 would quickly take advantage of robust AI infrastructure demand. But the picture they were given was vague, driving AMD stock lower in after hours.</p><p>Analysts asked AMD management several times for more details on the company’s second-half revenue outlook around the AI GPU business. Each time, and unlike last year, AMD CEO Lisa Su declined to give a real forecast. Instead, she said there would be a “steep” production ramp in the second half of the year, while repeatedly emphasizing there is “significant interest” from customers in its MI400 series slated for next year.</p><p>The hesitancy to get specific on the numbers, the mixed data center performance, and the focus on MI400 suggests AMD’s MI350 may not provide the big revenue boost AMD investors have hoped.</p><p>The focus on the follow-up MI400 makes sense. The AI data center market has been moving toward “full stack” rack-scale AI servers which incorporate dozens of chips, networking, and software. Nvidia had some initial production hiccups in moving to its own rack-scale GB200 NVL72, which incorporates 72 GPUs linked together inside one server rack, but it is now shipping in volume. The MI400 will be AMD’s first rack-scale, 72 GPU data center AI server offering.</p><p>The problem is the non-rack-scale MI350 is unlikely to be competitive with Nvidia’s current rack-scale offerings. And it means AMD investors could have to wait at least four quarters before the company’s AI GPU business truly takes off with the MI400 . There is also risk AMD may have trouble building its first rack-scale AI server just like Nvidia did, which could mean delays.</p><p>“The call on AMD remains the MI4XX [MI400] ramp (in a year), which (on paper at least) is supposed to attempt to close the raw performance gap and bring rack-scale offerings to AMD’s portfolio,” Bernstein analyst Stacy Rasgon wrote in a note Wednesday. “Perhaps people will be willing to dream until then. Or, perhaps not.”</p><p>Given the uncertainty, AMD stock looks fully valued. It trades at 32 times forward earnings, with revenue growth of 32% in its latest quarter. Nvidia trades at a slight premium of 36 times, but its revenue is growing at 69%. And I’d argue that current Wall Street estimates for Nvidia earnings are understated since its GB200/GB300 NVL72 is only now ramping in a big way.</p><p>At the moment, AMD shares are a bet on the company’s future ability to deliver on its rack-scale AI server, something Nvidia has already done. Until AMD delivers a successful rollout of that MI400 GPU, which won’t happen before next year, the stock is likely to tread water.</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 Isn’t the Next Nvidia. At Least Not Yet</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\">\nAMD Isn’t the Next Nvidia. At Least Not Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-07 10:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Too Far, Too Fast</strong>. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some, AMD even holds the hope of being Nvidia Part Two—a chip maker that can remake itself on the back of AI.</p><p>But caution is in order. On Wednesday, AMD shares were down 6.5%, a day after the company reported solid second quarter earnings results. On the surface, the numbers looked fine, with better-than-expected revenue for the June quarter and a robust sales outlook.</p><p>But there are cracks appearing in the story and investors should resist the temptation to buy on the dip. Evidence suggests AMD shares are a risky opportunity at current levels.</p><p>Wall Street tends to focus on the data center as AMD’s most important end market, where its GPU and server CPU businesses reside. But nearly all the revenue upside came from AMD’s gaming unit, while the data center segment grew just 14% versus the prior year, roughly in line with analysts’ estimates and slower than the unit’s 57% growth in the first quarter.</p><p>Then there’s the outlook for AMD’s AI GPU business. At the company’s Advancing AI event in June, AMD announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series. OpenAI CEO Sam Altman made an appearance at the event and expressed his excitement over AMD’s future road map, raising investor expectations heading into the quarter.</p><p>Investors have been growing more optimistic about AI-related stocks as large technology companies have raised their capital expenditure spending plans this earnings season. AMD shares participated in the rally. As of Tuesday’s close, the stock is up 44% this year, with a 73% gain over the last three months. Nvidia shares, by comparison, are up 33% this year and 57% over the last three months.</p><p>During AMD’s earnings call on Tuesday, analysts wanted clarity on whether the MI350 would quickly take advantage of robust AI infrastructure demand. But the picture they were given was vague, driving AMD stock lower in after hours.</p><p>Analysts asked AMD management several times for more details on the company’s second-half revenue outlook around the AI GPU business. Each time, and unlike last year, AMD CEO Lisa Su declined to give a real forecast. Instead, she said there would be a “steep” production ramp in the second half of the year, while repeatedly emphasizing there is “significant interest” from customers in its MI400 series slated for next year.</p><p>The hesitancy to get specific on the numbers, the mixed data center performance, and the focus on MI400 suggests AMD’s MI350 may not provide the big revenue boost AMD investors have hoped.</p><p>The focus on the follow-up MI400 makes sense. The AI data center market has been moving toward “full stack” rack-scale AI servers which incorporate dozens of chips, networking, and software. Nvidia had some initial production hiccups in moving to its own rack-scale GB200 NVL72, which incorporates 72 GPUs linked together inside one server rack, but it is now shipping in volume. The MI400 will be AMD’s first rack-scale, 72 GPU data center AI server offering.</p><p>The problem is the non-rack-scale MI350 is unlikely to be competitive with Nvidia’s current rack-scale offerings. And it means AMD investors could have to wait at least four quarters before the company’s AI GPU business truly takes off with the MI400 . There is also risk AMD may have trouble building its first rack-scale AI server just like Nvidia did, which could mean delays.</p><p>“The call on AMD remains the MI4XX [MI400] ramp (in a year), which (on paper at least) is supposed to attempt to close the raw performance gap and bring rack-scale offerings to AMD’s portfolio,” Bernstein analyst Stacy Rasgon wrote in a note Wednesday. “Perhaps people will be willing to dream until then. Or, perhaps not.”</p><p>Given the uncertainty, AMD stock looks fully valued. It trades at 32 times forward earnings, with revenue growth of 32% in its latest quarter. Nvidia trades at a slight premium of 36 times, but its revenue is growing at 69%. And I’d argue that current Wall Street estimates for Nvidia earnings are understated since its GB200/GB300 NVL72 is only now ramping in a big way.</p><p>At the moment, AMD shares are a bet on the company’s future ability to deliver on its rack-scale AI server, something Nvidia has already done. Until AMD delivers a successful rollout of that MI400 GPU, which won’t happen before next year, the stock is likely to tread water.</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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116164422","content_text":"Too Far, Too Fast. Hi everyone. Advanced Micro Devices has surged in recent months on growing optimism that it will be another winner in the artificial-intelligence infrastructure trade. For some, AMD even holds the hope of being Nvidia Part Two—a chip maker that can remake itself on the back of AI.But caution is in order. On Wednesday, AMD shares were down 6.5%, a day after the company reported solid second quarter earnings results. On the surface, the numbers looked fine, with better-than-expected revenue for the June quarter and a robust sales outlook.But there are cracks appearing in the story and investors should resist the temptation to buy on the dip. Evidence suggests AMD shares are a risky opportunity at current levels.Wall Street tends to focus on the data center as AMD’s most important end market, where its GPU and server CPU businesses reside. But nearly all the revenue upside came from AMD’s gaming unit, while the data center segment grew just 14% versus the prior year, roughly in line with analysts’ estimates and slower than the unit’s 57% growth in the first quarter.Then there’s the outlook for AMD’s AI GPU business. At the company’s Advancing AI event in June, AMD announced its latest AI chips to compete with Nvidia: the AMD Instinct MI350 series. OpenAI CEO Sam Altman made an appearance at the event and expressed his excitement over AMD’s future road map, raising investor expectations heading into the quarter.Investors have been growing more optimistic about AI-related stocks as large technology companies have raised their capital expenditure spending plans this earnings season. AMD shares participated in the rally. As of Tuesday’s close, the stock is up 44% this year, with a 73% gain over the last three months. Nvidia shares, by comparison, are up 33% this year and 57% over the last three months.During AMD’s earnings call on Tuesday, analysts wanted clarity on whether the MI350 would quickly take advantage of robust AI infrastructure demand. But the picture they were given was vague, driving AMD stock lower in after hours.Analysts asked AMD management several times for more details on the company’s second-half revenue outlook around the AI GPU business. Each time, and unlike last year, AMD CEO Lisa Su declined to give a real forecast. Instead, she said there would be a “steep” production ramp in the second half of the year, while repeatedly emphasizing there is “significant interest” from customers in its MI400 series slated for next year.The hesitancy to get specific on the numbers, the mixed data center performance, and the focus on MI400 suggests AMD’s MI350 may not provide the big revenue boost AMD investors have hoped.The focus on the follow-up MI400 makes sense. The AI data center market has been moving toward “full stack” rack-scale AI servers which incorporate dozens of chips, networking, and software. Nvidia had some initial production hiccups in moving to its own rack-scale GB200 NVL72, which incorporates 72 GPUs linked together inside one server rack, but it is now shipping in volume. The MI400 will be AMD’s first rack-scale, 72 GPU data center AI server offering.The problem is the non-rack-scale MI350 is unlikely to be competitive with Nvidia’s current rack-scale offerings. And it means AMD investors could have to wait at least four quarters before the company’s AI GPU business truly takes off with the MI400 . There is also risk AMD may have trouble building its first rack-scale AI server just like Nvidia did, which could mean delays.“The call on AMD remains the MI4XX [MI400] ramp (in a year), which (on paper at least) is supposed to attempt to close the raw performance gap and bring rack-scale offerings to AMD’s portfolio,” Bernstein analyst Stacy Rasgon wrote in a note Wednesday. “Perhaps people will be willing to dream until then. Or, perhaps not.”Given the uncertainty, AMD stock looks fully valued. It trades at 32 times forward earnings, with revenue growth of 32% in its latest quarter. Nvidia trades at a slight premium of 36 times, but its revenue is growing at 69%. And I’d argue that current Wall Street estimates for Nvidia earnings are understated since its GB200/GB300 NVL72 is only now ramping in a big way.At the moment, AMD shares are a bet on the company’s future ability to deliver on its rack-scale AI server, something Nvidia has already done. Until AMD delivers a successful rollout of that MI400 GPU, which won’t happen before next year, the stock is likely to tread water.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":3719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430242362507432,"gmtCreate":1746063010105,"gmtModify":1746064313790,"author":{"id":"3555033483132296","authorId":"3555033483132296","name":"ifeng2020","avatar":"https://static.tigerbbs.com/d0e7ab17c199f956396de0b3171b9f0b","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555033483132296","idStr":"3555033483132296"},"themes":[],"title":"","htmlText":"Trashing Tesla again, and as always.","listText":"Trashing Tesla again, and as always.","text":"Trashing Tesla again, and as always.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430242362507432","repostId":"1139760946","repostType":2,"repost":{"id":"1139760946","kind":"news","pubTimestamp":1746061555,"share":"https://ttm.financial/m/news/1139760946?lang=en_US&edition=full_marsco","pubTime":"2025-05-01 09:05","market":"us","language":"en","title":"Tesla Board Opened Search for a CEO to Succeed Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=1139760946","media":"The Wall Street Journal","summary":"About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out t","content":"<div>\n<p>About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out ...</p>\n\n<a href=\"https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nTesla Board Opened Search for a CEO to Succeed Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-01 09:05 GMT+8 <a href=https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out ...</p>\n\n<a href=\"https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.wsj.com/business/autos/tesla-musk-ceo-search-board-0ce61af9?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139760946","content_text":"About a month ago, with Tesla’s stock sinking and some investors irritated about Elon Musk’s White House focus, Tesla’s board got serious about looking for Musk’s successor.Board members reached out to several executive search firms to work on a formal process for finding Tesla’s next chief executive, according to people familiar with the discussions. Tesla shares slid 2.4% in overnight trading.Tensions had been mounting at the company. Sales and profits were deteriorating rapidly. Musk was spending much of his time in Washington.Around that time, Tesla’s board met with Musk for an update. Board members told him he needed to spend more time on Tesla, according to people familiar with the meeting. And he needed to say so publicly.Musk didn’t push back.Tesla has been on a losing streak in the months since Musk, its visionary chief executive, began spending much of his time helping President Trump slash federal spending. Last week, after the company said its first-quarter profit had plunged 71%, Musk told investors he would soon pivot back to his job at Tesla.“Starting next month,” he said on a conference call about earnings, “I’ll be allocating far more of my time to Tesla.” The board narrowed its focus to a major search firm, according to the people familiar with the discussions. The current status of the succession planning couldn’t be determined. It is also unclear if Musk, himself a Tesla board member, was aware of the effort, or if his pledge to spend more time at Tesla has affected succession planning. Musk didn’t respond to requests for comment. During a cabinet meeting on Wednesday, Trump thanked Musk for his government work. “You know you’re invited to stay as long as you want,” Trump said. “I guess he wants to get back home to his cars.”Any change at the top would mark a major moment for Tesla: Musk has run the electric-vehicle maker for nearly 20 years, though he stepped aside as board chairman in 2018. Musk has been deeply involved in all of his businesses, even those in which other executives handle day-to-day management.The eight-person Tesla board has been looking to add an independent director, according to people familiar with the process. Some directors, including Tesla co-founder JB Straubel, have been meeting with major investors to reassure them the company is in good hands.Musk’s detour into government came at a difficult time for his biggest company. Sales of Tesla’s electric cars fell in 2024, the first annual decline in more than a decade. The company slashed prices, which ate into profit margins. Its high-profile Cybertruck, derided for its strange looks, became the butt of jokes by late-night comics. Musk’s close ties to Trump tarnished Tesla’s brand for some consumers. Making matters worse, the president’s tariffs have complicated Tesla’s business in China, one of its biggest car markets, and a U.S. supply chain that relies heavily on vendors in Mexico and Canada.Musk’s proximity to the president proved no help on that front. He told investors last week he would “continue to advocate for lower tariffs rather than higher tariffs, but that’s all I can do.” The decision, he said, was the president’s.After Trump’s victory last year, Tesla’s shares surged at first, reflecting optimism that Musk’s close ties to the president would yield benefits for his businesses. Tesla’s market value hit a record high of $1.5 trillion in December. Since then, it has fallen to about $900 billion.Early last year, after some two decades of running Tesla, Musk confided to someone close to him, in late night texts, that he was frustrated to still be working nonstop at the company, especially after a Delaware judge had struck down his multibillion-dollar pay package. Last spring, he told that person that he no longer wanted to be CEO of Tesla, but that he was worried that no one could replace him atop the company and sell the vision that Tesla isn’t just an automaker, but the future of robotics and automation as well. Musk with then-candidate Donald Trump at a campaign event in Pennsylvania last October. This year, Musk has been spending a lot of time in Washington. PHOTO: JUSTIN MERRIMAN/BLOOMBERG NEWSMusk has complained both in public and private that despite owning roughly 13% of the company, he has been working without pay for the last seven years. The Tesla board recently formed a special compensation committee to address CEO compensation. Musk has enormous demands on his time. Tesla is only one of five businesses he oversees. At Tesla alone, more than 20 executives report directly to him, according to an internal document. Since the election, he has spent most of his time in Washington, with weekends at Trump’s Mar-a-Lago resort in Florida. When he met with Tesla employees and board members, he often did so remotely. Some Tesla employees said that the first time they had heard from Musk in months was at an all-hands meeting in March, streamed to all X users, where he tried to reassure employees and persuade them not to sell their shares. “If you read the news, it feels like Armageddon,” he told them. “I can’t walk past a TV without seeing a Tesla on fire,” he said, referring to vandalism at Tesla showrooms and charging stations. “There are times when there are rocky moments, a little bit of stormy weather, but I’m here to tell you the future is bright and exciting. What I’m saying is—hang on to your stock.”Executive focusMusk spent more than $250 million on Trump’s re-election effort. He took the stage with Trump at rallies and even spent a chunk of time in Pennsylvania after identifying it as a state that Trump couldn’t afford to lose. On election night, he was in the ballroom at Mar-a-Lago. The next morning, Nov. 6, he flew out of Palm Beach to attend a Tesla board meeting in Austin. Soon, he was back in Mar-a-Lago sitting in on meetings with world leaders and helping to vet candidates for cabinet positions. Musk was given the job of running the Department of Government Efficiency, which eventually was staffed with government outsiders that included investors and employees from his companies. His status as a “special government employee” enables him to work at the White House for 130 days each year without filing the financial-disclosure forms required for regular employees. Some employees said they were happy at first that Musk was busy in D.C. because his tendency to micromanage at Tesla could be a distraction. President Trump and Elon Musk stand by a Tesla Cybertruck at the White House.In March, as Tesla’s shares slid in value, President Trump appeared with Musk at the White House to talk up the company’s vehicles. PHOTO: MOLLY RILEY/WHITE HOUSE/ZUMA PRESSAs Musk drew closer to Trump, who has criticized EV mandates and vowed to reinvigorate the oil and gas industries, some employees sought assurances from management that Musk still supported Tesla’s mission to fight climate change and support sustainable-energy infrastructure. Late last November, Tesla executive Mike Snyder tried to reassure his team that Musk’s political tilt wouldn’t distract him from the business. “It’s obviously been a turbulent and emotional season, I acknowledge that,” he said, according to a recording of the meeting reviewed by The Wall Street Journal. “I’d rather have Elon next to Trump than an enemy of Trump.”Snyder, whose team works on energy storage and solar power, told his team that Musk continued to answer texts. “People concerned that Elon is not engaged or interested, I can assure you that’s not true,” he said.By early this year, it was clear to some inside the company that Musk’s political foray was becoming a business liability. Tesla was losing brand appeal in markets such as California and Germany, and drivers had begun putting bumper stickers on their Teslas distancing themselves from Musk’s politics. Tesla also was losing ground in China to homegrown rivals such as BYD. Eliah Gilfenbaum, a Tesla executive in California, told his team that it was getting more challenging to hire and retain talent, according to one person who was present. He told them Tesla would be better off if Musk resigned. That was unlikely to happen, he told them, and employees needed to reconcile the boss’s politics with the company’s mission. He advised them to try to compartmentalize and just keep going. After two newspapers reported on Gilfenbaum’s remarks, Gilfenbaum was forced out of Tesla, the person said. Tesla hasn’t commented on the matter.Growth problemTesla's Optimus humanoid robot and Cybertruck at a Shanghai conference.Tesla is pivoting to artificial intelligence and robots. Spectators viewed Tesla’s Optimus robot at an event in Shanghai last September. PHOTO: CFOTO/FUTURE PUBLISHING/GETTY IMAGESTesla executives have said the company is in a transition period. Its popular Model 3 car and Model Y crossover drove a first wave of growth. Now it is pivoting to artificial intelligence and robotics, heralded by new vehicles like its Cybercab, a gold two-seater sedan with no steering wheel or pedals, and by Optimus, a humanoid robot central to Musk’s vision for the company. Musk has posited that robotics could transform Tesla into a $30 trillion company, many times its current valuation.Meanwhile, though, its core EV business is faltering, and its newest vehicle, the Cybertruck, hasn’t provided much of a boost. Musk pitched the Cybertruck, unveiled in 2019, as a futuristic, bulletproof alternative to old school pickups like Ford’s F150. The first versions to reach customers, in late 2023, were priced around $100,000—2½ times the price Musk first announced.The truck has faced eight recalls, including on safety hardware such as the accelerator pedal and windshield wipers. In its first full year of sales, Tesla sold just 39,000 Cybertrucks in the U.S., according to Cox Automotive estimates—a fraction of the 250,000 in annual sales Musk said was the goal.While many investors held out hope that Tesla would release a new, low-cost model to invigorate sales in 2025, the company instead has focused on refreshing its existing lineup and lowering prices by changing out expensive parts like the material used on its seats. In March, it unveiled a refresh of the Model Y, its bestselling car. In April, Tesla released a less expensive version of the Cybertruck, priced at $69,990.Musk and his lieutenants have redoubled their efforts to convince investors that Tesla’s long-planned autonomous vehicles are just around the corner. Tesla plans to open up its ride-hailing app to the public by the end of June, enabling customers in Austin, Texas, to take unsupervised robotaxi rides in Model Ys. That would put the company in competition with existing robotaxi services like Alphabet’s Waymo and Amazon’s Zoox. In February, Tesla’s finance chief Vaibhav Taneja warned some investors that Tesla would have a “rough quarter.”Tesla Cybertruck on display in a New York City dealership.With Tesla’s core EV business faltering, the Cybertruck, hasn’t provided much of a boost. PHOTO: SPENCER PLATT/GETTY IMAGESIn recent meetings with investors, board members told them that despite Musk’s government work, he was involved in Tesla meetings remotely. One board member told people that sometimes Musk wasn’t as well prepared and that he needed to be briefed more about what is happening with Tesla. The board members continued to say they believed Musk’s proximity to Trump and the White House would benefit the company over the long term.Last week’s dismal earnings report showed quarterly revenue had declined 9%, including a 20% drop in automotive revenue after sales fell in important markets such as California, China and Germany. Musk told investors the blowback against Tesla stemmed from his work with DOGE. “The real reason for the protests, the actual reason, is that is those receiving the waste and fraud wish to continue receiving it,” he said. “That is the real thing that’s going on here, obviously.”After announcing that he would spend less time in Washington and more time at Tesla, Musk defended the company’s performance and expressed optimism about its future. “We’re not on the ragged edge of death,” he said, “not even close.”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}