ICEsh00ter personal page - To The Moon

ICEsh00ter

ICEsh00ter

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03-30 06:03

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

03-23

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

03-16

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

03-09

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

03-02

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

02-23

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

02-19

no smoke without fire

Abivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’

02-18

I counted 16 tigers. [Grin]

02-16

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

02-14

$Apple(AAPL)$ i want to believe

02-11

u hv to be disciplined if u want to lose weight. why so difficult?

Taking the new Wegovy pill every day is really complicated. Will patients stick with it?

02-09

$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚

02-07

if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒

This year's Super Bowl ads tell you the AI bubble is about to burst

02-05

$Alphabet(GOOGL)$ wtfish? tremendous results yet counter is down. 🫩

02-02

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

01-29

just buy the dip

Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance

01-26

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

01-23

isn't it a good problem?

Intel Says Meeting Strong Demand Will Take Time

01-19

oxygen [Happy] [LOL] [Grin]

01-19

$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/5ceab2fc643f70fbcf4f34c9e0496243","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/535709554771512","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534391426061824,"gmtCreate":1771488246865,"gmtModify":1771488251011,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"no smoke without fire","listText":"no smoke without fire","text":"no smoke without fire","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534391426061824","repostId":"2605106901","repostType":2,"repost":{"id":"2605106901","kind":"highlight","pubTimestamp":1768928013,"share":"https://ttm.financial/m/news/2605106901?lang=en_US&edition=fundamental","pubTime":"2026-01-21 00:53","market":"us","language":"en","title":"Abivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’","url":"https://stock-news.laohu8.com/highlight/detail?id=2605106901","media":"TIPRANKS","summary":"ABVX stock has risen an astounding 1,700%.","content":"<div>\n<p>ABVX stock has risen an astounding 1,700%.</p>\n\n<a href=\"https://www.tipranks.com/news/abivax-ceo-dismisses-rumors-of-eli-lilly-lly-takeover-as-noise?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Abivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’</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\">\nAbivax CEO Dismisses Rumors of Eli Lilly (LLY) Takeover as ‘Noise’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 00:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/abivax-ceo-dismisses-rumors-of-eli-lilly-lly-takeover-as-noise?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ABVX stock has risen an astounding 1,700%.</p>\n\n<a href=\"https://www.tipranks.com/news/abivax-ceo-dismisses-rumors-of-eli-lilly-lly-takeover-as-noise?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4516":"特朗普概念","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0882574055.USD":"富达全球健康医疗A ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE 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1,700%.","news_type":1,"symbols_score_info":{"ABVX":1.94}},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534047676241040,"gmtCreate":1771404422020,"gmtModify":1771404426202,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"I counted 16 tigers. [Grin]","listText":"I counted 16 tigers. [Grin]","text":"I counted 16 tigers. [Grin]","images":[{"img":"https://community-static.tradeup.com/news/31ac738649dfa471c5e6937206017bcc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534047676241040","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":533208111068744,"gmtCreate":1771199370114,"gmtModify":1771199373153,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/ac20228f6de3f3e106ca189865341fb3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533208111068744","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":532527692379760,"gmtCreate":1771031051797,"gmtModify":1771031055682,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> i want to believe&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> i want to believe&nbsp;","text":"$Apple(AAPL)$ i want to believe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/532527692379760","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531413649756344,"gmtCreate":1770761207190,"gmtModify":1770761211446,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"u hv to be disciplined if u want to lose weight. why so difficult?","listText":"u hv to be disciplined if u want to lose weight. why so difficult?","text":"u hv to be disciplined if u want to lose weight. why so difficult?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/531413649756344","repostId":"2610675211","repostType":2,"repost":{"id":"2610675211","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":1770756480,"share":"https://ttm.financial/m/news/2610675211?lang=en_US&edition=fundamental","pubTime":"2026-02-11 04:48","market":"us","language":"en","title":"Taking the new Wegovy pill every day is really complicated. Will patients stick with it?","url":"https://stock-news.laohu8.com/highlight/detail?id=2610675211","media":"Dow Jones","summary":"'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections. Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything.Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems.Taking Novo Nordisk's  Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle .It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingre","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Taking the new Wegovy pill every day is really complicated. Will patients stick with it?\n</p>\n<p>\n  By Jaimy Lee \n</p>\n<p>\n     'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections \n</p>\n<p>\n     Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything. \n</p>\n<p>\n     Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems. \n</p>\n<p>\n     Taking <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>'s (NVO) Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle (and not a pill box for travel). \n</p>\n<p>\n     \"There's no other really big upside,\" said Diana Thiara, medical director of the University of California, San Francisco, Weight Management program. \"Why would you do something that's marginally less effective and not actually that much easier?\" \n</p>\n<p>\n     The prevailing idea has been that a pill is easier to take, it's cheaper and it doesn't require refrigeration like Wegovy and Eli Lilly's <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a> Zepbound injections. It's also been pitched as an alternative to people who say they don't want to use an injector pen or a needle. \n</p>\n<p>\n     But some physicians are skeptical that patients will stick with the Wegovy pill given the onerous daily regimen and comparable pricing to the Wegovy injection, especially if they end up not losing as much weight as they expect to. Instead of seeing a game-changer, these doctors view the Wegovy pill as another option in the toolbox that'll only work for certain patients. \n</p>\n<p>\n     \"There's going to be a lot of patients that get a good benefit from it,\" said Scott Kahan, director of the National Center for Weight and Wellness in Chevy Chase, Md. \"There's also going to be quite a lot of patients that end up not using it, or try it and find the administration to be somewhat difficult, but that's OK.\" \n</p>\n<p>\n     That said, the launch of the Wegovy pill is off to a roaring start. About 170,000 people in the U.S. had been prescribed the Wegovy pill by the first week in February, and \"most\" are paying directly for the medication, according to comments made by Novo's executives last week. Novo is charging $149 per month for the two lowest doses right now, and then the price goes up to $299 a month for the most effective doses. (The Wegovy injection costs $199 to start and then $349 to keep taking it.) \n</p>\n<p>\n     It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingredient - is absorbed. \n</p>\n<p>\n     \"This is not just a pill,\" Novo CEO Mike Doustdar said last week during an earnings call. \"It's a peptide. It's a large protein inside the pill that gives you that incredible efficacy.\" \n</p>\n<p>\n     Demand is huge, and so are the marketing budgets. Two Super Bowl ads mentioned the Wegovy pill. Wall Street has breathlessly tracked weekly the pill's prescription volume, and the early numbers briefly lifted Novo's long-struggling stock in January. One analyst described it as the \"fastest launch ever.\" It's no wonder that Hims &amp; Hers Health <a href=\"https://laohu8.com/S/HIMS\">$(HIMS)$</a> rushed its own compounded version of the Wegovy pill to market before dropping those plans amid a legal dispute with Novo and U.S. regulators. \n</p>\n<p>\n     Novo is facing its own clock. Lilly is gearing up to launch a new non-peptide GLP-1 pill that won't have the same administration restrictions as the Wegovy pill. Lilly also said last week that it will have a \"similar\" entry price. The Food and Drug Administration is set to decide whether to approve Lilly's orforglipron by sometime this summer. Novo Nordisk did not immediately respond to a request for comment. \n</p>\n<p>\n     For now, patients are still trying to figure out if it's right for them. On <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, they are trading tips about how to handle the regimen, whether that's setting an early alarm, taking the pill, and going back to bed for 30 minutes, or asking how to relieve acid reflux from the pill if they do go back to bed. \n</p>\n<p>\n     \"It's not an easy pill to take,\" said Scott Isaacs, an endocrinologist at Grady Memorial Hospital in Atlanta. \"It's this regime that can be onerous, and then when people learn about that, they say, 'Well, maybe taking a shot once a week is easier.'\" \n</p>\n<p>\n     Novo sells another semaglutide pill called Rybelsus that's approved to treat type 2 diabetes with similar requirements around administration. Some experts are now taking a second look at that data to better understand what adherence to the Wegovy pill could look like. \n</p>\n<p>\n     \"I do know - from my experience prescribing Rybelsus, which is basically the same thing for diabetes - it's hard to get patients to stay on it,\" Isaacs said. \"We see a lot of treatment failures, and when you assess why it's a treatment failure, most of the time it's because they're not taking the medication correctly.\" \n</p>\n<p>\n     There is some data to back that up. The pharmacy benefit manager Prime <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> published a study in 2024 that found patients who did not have diabetes and started taking Rybelsus were far less adherent to the medication than those on Ozempic and Wegovy injections. (All three drugs are made with semaglutide as the main ingredient, though they are approved for different conditions and with different doses.) \n</p>\n<p>\n     The research compared adherence rates for people starting eight GLP-1s in 2021, though it doesn't reflect some of the broader market dynamics at play that year. Wegovy wasn't approved until the middle of 2021, and Novo was dealing with major supply issues by the end of that year. \n</p>\n<p>\n     In general, it can be harder for some patients to adhere to a daily pill rather than a weekly injection, experts say.  Adherence rates are usually lower in real life than in the closely controlled environment of clinical trials. But some prefer a daily pill over a weekly injection. \n</p>\n<p>\n     \"If people don't follow that very explicit requirement about how to take it, you will not get the extent of the drug absorption that you need to get the full effect,\" said Pat Gleason, Prime Therapeutics' assistant vice president of health outcomes. \"You're going to end up having stayed on [the] drug for six months, but you aren't getting your 10% body weight loss that you were told you were likely to get.\" \n</p>\n<p>\n     The pill led to an average weight loss of 13.6% in clinical trials, while the Wegovy injection produced about 15% weight loss. \n</p>\n<p>\n     Physicians expect they will need to switch some patients on the pill over to the injectable so they can get the weight loss they're looking for. \n</p>\n<p>\n     \"We would have no reason to say no,\" UCSF's Thiara said. \n</p>\n<p>\n     -Jaimy Lee \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 10, 2026 15:48 ET (20:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taking the new Wegovy pill every day is really complicated. Will patients stick with it?</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\">\nTaking the new Wegovy pill every day is really complicated. Will patients stick with it?\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\">2026-02-11 04:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Taking the new Wegovy pill every day is really complicated. Will patients stick with it?\n</p>\n<p>\n  By Jaimy Lee \n</p>\n<p>\n     'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections \n</p>\n<p>\n     Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything. \n</p>\n<p>\n     Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems. \n</p>\n<p>\n     Taking <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a>'s (NVO) Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle (and not a pill box for travel). \n</p>\n<p>\n     \"There's no other really big upside,\" said Diana Thiara, medical director of the University of California, San Francisco, Weight Management program. \"Why would you do something that's marginally less effective and not actually that much easier?\" \n</p>\n<p>\n     The prevailing idea has been that a pill is easier to take, it's cheaper and it doesn't require refrigeration like Wegovy and Eli Lilly's <a href=\"https://laohu8.com/S/LLY\">$(LLY)$</a> Zepbound injections. It's also been pitched as an alternative to people who say they don't want to use an injector pen or a needle. \n</p>\n<p>\n     But some physicians are skeptical that patients will stick with the Wegovy pill given the onerous daily regimen and comparable pricing to the Wegovy injection, especially if they end up not losing as much weight as they expect to. Instead of seeing a game-changer, these doctors view the Wegovy pill as another option in the toolbox that'll only work for certain patients. \n</p>\n<p>\n     \"There's going to be a lot of patients that get a good benefit from it,\" said Scott Kahan, director of the National Center for Weight and Wellness in Chevy Chase, Md. \"There's also going to be quite a lot of patients that end up not using it, or try it and find the administration to be somewhat difficult, but that's OK.\" \n</p>\n<p>\n     That said, the launch of the Wegovy pill is off to a roaring start. About 170,000 people in the U.S. had been prescribed the Wegovy pill by the first week in February, and \"most\" are paying directly for the medication, according to comments made by Novo's executives last week. Novo is charging $149 per month for the two lowest doses right now, and then the price goes up to $299 a month for the most effective doses. (The Wegovy injection costs $199 to start and then $349 to keep taking it.) \n</p>\n<p>\n     It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingredient - is absorbed. \n</p>\n<p>\n     \"This is not just a pill,\" Novo CEO Mike Doustdar said last week during an earnings call. \"It's a peptide. It's a large protein inside the pill that gives you that incredible efficacy.\" \n</p>\n<p>\n     Demand is huge, and so are the marketing budgets. Two Super Bowl ads mentioned the Wegovy pill. Wall Street has breathlessly tracked weekly the pill's prescription volume, and the early numbers briefly lifted Novo's long-struggling stock in January. One analyst described it as the \"fastest launch ever.\" It's no wonder that Hims &amp; Hers Health <a href=\"https://laohu8.com/S/HIMS\">$(HIMS)$</a> rushed its own compounded version of the Wegovy pill to market before dropping those plans amid a legal dispute with Novo and U.S. regulators. \n</p>\n<p>\n     Novo is facing its own clock. Lilly is gearing up to launch a new non-peptide GLP-1 pill that won't have the same administration restrictions as the Wegovy pill. Lilly also said last week that it will have a \"similar\" entry price. The Food and Drug Administration is set to decide whether to approve Lilly's orforglipron by sometime this summer. Novo Nordisk did not immediately respond to a request for comment. \n</p>\n<p>\n     For now, patients are still trying to figure out if it's right for them. On <a href=\"https://laohu8.com/S/RDDT\">Reddit</a>, they are trading tips about how to handle the regimen, whether that's setting an early alarm, taking the pill, and going back to bed for 30 minutes, or asking how to relieve acid reflux from the pill if they do go back to bed. \n</p>\n<p>\n     \"It's not an easy pill to take,\" said Scott Isaacs, an endocrinologist at Grady Memorial Hospital in Atlanta. \"It's this regime that can be onerous, and then when people learn about that, they say, 'Well, maybe taking a shot once a week is easier.'\" \n</p>\n<p>\n     Novo sells another semaglutide pill called Rybelsus that's approved to treat type 2 diabetes with similar requirements around administration. Some experts are now taking a second look at that data to better understand what adherence to the Wegovy pill could look like. \n</p>\n<p>\n     \"I do know - from my experience prescribing Rybelsus, which is basically the same thing for diabetes - it's hard to get patients to stay on it,\" Isaacs said. \"We see a lot of treatment failures, and when you assess why it's a treatment failure, most of the time it's because they're not taking the medication correctly.\" \n</p>\n<p>\n     There is some data to back that up. The pharmacy benefit manager Prime <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> published a study in 2024 that found patients who did not have diabetes and started taking Rybelsus were far less adherent to the medication than those on Ozempic and Wegovy injections. (All three drugs are made with semaglutide as the main ingredient, though they are approved for different conditions and with different doses.) \n</p>\n<p>\n     The research compared adherence rates for people starting eight GLP-1s in 2021, though it doesn't reflect some of the broader market dynamics at play that year. Wegovy wasn't approved until the middle of 2021, and Novo was dealing with major supply issues by the end of that year. \n</p>\n<p>\n     In general, it can be harder for some patients to adhere to a daily pill rather than a weekly injection, experts say.  Adherence rates are usually lower in real life than in the closely controlled environment of clinical trials. But some prefer a daily pill over a weekly injection. \n</p>\n<p>\n     \"If people don't follow that very explicit requirement about how to take it, you will not get the extent of the drug absorption that you need to get the full effect,\" said Pat Gleason, Prime Therapeutics' assistant vice president of health outcomes. \"You're going to end up having stayed on [the] drug for six months, but you aren't getting your 10% body weight loss that you were told you were likely to get.\" \n</p>\n<p>\n     The pill led to an average weight loss of 13.6% in clinical trials, while the Wegovy injection produced about 15% weight loss. \n</p>\n<p>\n     Physicians expect they will need to switch some patients on the pill over to the injectable so they can get the weight loss they're looking for. \n</p>\n<p>\n     \"We would have no reason to say no,\" UCSF's Thiara said. \n</p>\n<p>\n     -Jaimy Lee \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 10, 2026 15:48 ET (20:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU0471298694.HKD":"BGF NUTRITION \"A2\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - 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Will patients stick with it?\n\n\n  By Jaimy Lee \n\n\n     'It's not an easy pill to take': The first highly anticipated GLP-1 pill is here, but physicians aren't sure it has the staying power of the injections \n\n\n     Once you take the Wegovy pill in the morning, you have to wait 30 minutes before eating or drinking anything. \n\n\n     Patients are thrilled that there's finally a GLP-1 pill, but swallowing one is not as simple as it seems. \n\n\n     Taking Novo Nordisk's (NVO) Wegovy pill is an exacting process. You have to take it first thing in the morning, on an empty stomach, with no more than half a cup of water. Then you wait 30 minutes before eating breakfast, drinking coffee and other liquids, or taking other medications. You have to take the pill every day at the same time, and you must store it in the bottle (and not a pill box for travel). \n\n\n     \"There's no other really big upside,\" said Diana Thiara, medical director of the University of California, San Francisco, Weight Management program. \"Why would you do something that's marginally less effective and not actually that much easier?\" \n\n\n     The prevailing idea has been that a pill is easier to take, it's cheaper and it doesn't require refrigeration like Wegovy and Eli Lilly's $(LLY)$ Zepbound injections. It's also been pitched as an alternative to people who say they don't want to use an injector pen or a needle. \n\n\n     But some physicians are skeptical that patients will stick with the Wegovy pill given the onerous daily regimen and comparable pricing to the Wegovy injection, especially if they end up not losing as much weight as they expect to. Instead of seeing a game-changer, these doctors view the Wegovy pill as another option in the toolbox that'll only work for certain patients. \n\n\n     \"There's going to be a lot of patients that get a good benefit from it,\" said Scott Kahan, director of the National Center for Weight and Wellness in Chevy Chase, Md. \"There's also going to be quite a lot of patients that end up not using it, or try it and find the administration to be somewhat difficult, but that's OK.\" \n\n\n     That said, the launch of the Wegovy pill is off to a roaring start. About 170,000 people in the U.S. had been prescribed the Wegovy pill by the first week in February, and \"most\" are paying directly for the medication, according to comments made by Novo's executives last week. Novo is charging $149 per month for the two lowest doses right now, and then the price goes up to $299 a month for the most effective doses. (The Wegovy injection costs $199 to start and then $349 to keep taking it.) \n\n\n     It's the first oral GLP-1 specifically approved for weight management. GLP-1 traditionally works best in an injection, but Novo Nordisk engineered the pill using technology that it acquired in 2020 to improve how well semaglutide - the medication's active ingredient - is absorbed. \n\n\n     \"This is not just a pill,\" Novo CEO Mike Doustdar said last week during an earnings call. \"It's a peptide. It's a large protein inside the pill that gives you that incredible efficacy.\" \n\n\n     Demand is huge, and so are the marketing budgets. Two Super Bowl ads mentioned the Wegovy pill. Wall Street has breathlessly tracked weekly the pill's prescription volume, and the early numbers briefly lifted Novo's long-struggling stock in January. One analyst described it as the \"fastest launch ever.\" It's no wonder that Hims & Hers Health $(HIMS)$ rushed its own compounded version of the Wegovy pill to market before dropping those plans amid a legal dispute with Novo and U.S. regulators. \n\n\n     Novo is facing its own clock. Lilly is gearing up to launch a new non-peptide GLP-1 pill that won't have the same administration restrictions as the Wegovy pill. Lilly also said last week that it will have a \"similar\" entry price. The Food and Drug Administration is set to decide whether to approve Lilly's orforglipron by sometime this summer. Novo Nordisk did not immediately respond to a request for comment. \n\n\n     For now, patients are still trying to figure out if it's right for them. On Reddit, they are trading tips about how to handle the regimen, whether that's setting an early alarm, taking the pill, and going back to bed for 30 minutes, or asking how to relieve acid reflux from the pill if they do go back to bed. \n\n\n     \"It's not an easy pill to take,\" said Scott Isaacs, an endocrinologist at Grady Memorial Hospital in Atlanta. \"It's this regime that can be onerous, and then when people learn about that, they say, 'Well, maybe taking a shot once a week is easier.'\" \n\n\n     Novo sells another semaglutide pill called Rybelsus that's approved to treat type 2 diabetes with similar requirements around administration. Some experts are now taking a second look at that data to better understand what adherence to the Wegovy pill could look like. \n\n\n     \"I do know - from my experience prescribing Rybelsus, which is basically the same thing for diabetes - it's hard to get patients to stay on it,\" Isaacs said. \"We see a lot of treatment failures, and when you assess why it's a treatment failure, most of the time it's because they're not taking the medication correctly.\" \n\n\n     There is some data to back that up. The pharmacy benefit manager Prime Therapeutics published a study in 2024 that found patients who did not have diabetes and started taking Rybelsus were far less adherent to the medication than those on Ozempic and Wegovy injections. (All three drugs are made with semaglutide as the main ingredient, though they are approved for different conditions and with different doses.) \n\n\n     The research compared adherence rates for people starting eight GLP-1s in 2021, though it doesn't reflect some of the broader market dynamics at play that year. Wegovy wasn't approved until the middle of 2021, and Novo was dealing with major supply issues by the end of that year. \n\n\n     In general, it can be harder for some patients to adhere to a daily pill rather than a weekly injection, experts say.  Adherence rates are usually lower in real life than in the closely controlled environment of clinical trials. But some prefer a daily pill over a weekly injection. \n\n\n     \"If people don't follow that very explicit requirement about how to take it, you will not get the extent of the drug absorption that you need to get the full effect,\" said Pat Gleason, Prime Therapeutics' assistant vice president of health outcomes. \"You're going to end up having stayed on [the] drug for six months, but you aren't getting your 10% body weight loss that you were told you were likely to get.\" \n\n\n     The pill led to an average weight loss of 13.6% in clinical trials, while the Wegovy injection produced about 15% weight loss. \n\n\n     Physicians expect they will need to switch some patients on the pill over to the injectable so they can get the weight loss they're looking for. \n\n\n     \"We would have no reason to say no,\" UCSF's Thiara said. \n\n\n     -Jaimy Lee \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 10, 2026 15:48 ET (20:48 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"LLY":1.85,"HIMZ":0.6,"LLYZ":0.6,"NVO":1.96,"ELIL":0.6,"NVOH":0.6,"HMYY":0.6,"ELIS":0.6,"LLYX":0.6,"HIMY":0.6,"NVOX":0.6}},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530703718142672,"gmtCreate":1770588013841,"gmtModify":1770588016713,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/ff2ce8dba8dbc75592b67402c214f291","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530703718142672","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":530104824861288,"gmtCreate":1770441731067,"gmtModify":1770441735870,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒","listText":"if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒","text":"if he's right then he's the new Michael Burry but if he's wrong he's just one of the hopeful Michael Burry wannabes. 😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530104824861288","repostId":"2609193517","repostType":2,"repost":{"id":"2609193517","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":1770421200,"share":"https://ttm.financial/m/news/2609193517?lang=en_US&edition=fundamental","pubTime":"2026-02-07 07:40","market":"other","language":"en","title":"This year's Super Bowl ads tell you the AI bubble is about to burst","url":"https://stock-news.laohu8.com/highlight/detail?id=2609193517","media":"Dow Jones","summary":"Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000. OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits.During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst.Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW This year's Super Bowl ads tell you the AI bubble is about to burst\n</p>\n<p>\n  By Jeff Funk and Gary Smith \n</p>\n<p>\n     Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000 \n</p>\n<p>\n     OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits. \n</p>\n<p>\n     During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?\" \n</p>\n<p>\n     That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst. \n</p>\n<p>\n     We have been writing about the limitations of artificial-intelligence systems since 2018: \n</p>\n<p>\n     Artificial intelligence is not at all like the real intelligence that comes from human brains. Computers do not know what words mean because computers do not experience the world the way we do. They do not even know what the real world is. Computers do not have the common sense or wisdom that humans accumulate by living life. Computers cannot formulate persuasive theories. Computers cannot do inductive reasoning or make long-range plans.... In the age of Big Data, the real danger is not that computers are smarter than us, but that we think computers are smarter than us and therefore trust computers to make important decisions for us. \n</p>\n<p>\n     We've have been warning of an AI bubble since February of 2023, suggesting it was fueled by unwarranted hype and fake-it-till-you-make-it \"shenanigans\" but conceding it has been \"tempting to believe the hyperbole and to prioritize revenue over profits\": \n</p>\n<p>\n     The fundamental problem is that hopeful investors are too often gullible investors. We should have been more skeptical of the dot-com hype and we should be more skeptical of the AI hype. We should also remember that revenue is a means to the end, not the end. We should look instead at earnings, free cash flow, economic value added, and other measures of profitability. \n</p>\n<p>\n     For a time, the boomlet in warnings of an AI bubble seemed to support the case for these companies. The financial press often overreacts about the bullish or bearish momentum behind popular investment themes. Economist Ed Yardeni dubbed this the \"front-cover curse\" - when financial magazines publish ill-timed covers that in hindsight mark peak optimism or pessimism. \n</p>\n<p>\n     Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market. These covers were a good contrarian indicator 68% of the time. On the other hand, 68% is closer to a coin flip than 100% certainty. \n</p>\n<p>\n     Recently, the Economist has been publishing many lead articles and guest essays warning of an AI bubble, including: \n</p>\n<p>\n     -- \"What if the $3trn AI investment boom goes wrong? Even if the technology achieves its potential, plenty of people will lose their shirts,\" Sept. 11, 2025 \n</p>\n<p>\n     -- \"GitaGopinath on the crash that could torch $35trn of wealth,\" Nov. 5, 2025 \n</p>\n<p>\n     -- \"How I learned to love financial bubbles,\" Nov. 19, 2025 \n</p>\n<p>\n     -- \"Investors expect AI use to soar. That's not happening,\" Nov. 26, 2025 \n</p>\n<p>\n     -- \"How to spot a bubble bursting,\" Dec. 1, 2025 \n</p>\n<p>\n     -- \"Innovations in energy and finance are further inflating the AI bubble,\" Jan. 15, 2026 \n</p>\n<p>\n     The magazine, though, hasn't published an AI-bubble cover story yet. \n</p>\n<p>\n     But Time magazine's annual person-of-the-year covers have been an even better contrarian indicator. When CEOs or a business trend are selected as person of the year, shares of the associated companies were lower a year later in seven of eight instances. \n</p>\n<p>\n     Time's 2025 person of the year was the collective \"Architects of AI.\" \n</p>\n<p>\n     Greater fools and foolish crowds \n</p>\n<p>\n     The prices of AI-dependent stocks have become untethered from realistic projections. \n</p>\n<p>\n     While we actually don't put much stock in front-cover and Super Bowl-ad indicators, we do acknowledge the outsized effects of human emotions on stock prices. People often buy stocks not because they think the companies will succeed but because they think others will buy the stocks, too. \n</p>\n<p>\n     Such reasoning can become textbook Greater Fool Theory - investors paying foolish prices with the expectation that greater fools than they will pay even higher prices. \n</p>\n<p>\n     That is, indeed, the definition of a bubble - people buying investments not because the cash flow justifies the price but because they expect the price to go up. \n</p>\n<p>\n     In this AI bubble, the prices of AI-dependent stocks have become untethered from realistic projections of future profits. LLM-dependent companies such as OpenAI and Anthropic are losing enormous amounts of money yet are given valuations in the hundreds of billions of dollars as if they were real companies making real profits. Is OpenAI really worth more than American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, Bank of America (BAC), Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>, Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a> or Costco <a href=\"https://laohu8.com/S/COST\">$(COST)$</a>? \n</p>\n<p>\n     Don't miss: Super Bowl LX is turning into AI's coming-out party \n</p>\n<p>\n     The core problem is that the large language models are not sufficiently useful and reliable for customers to justify paying prices that cover their costs. Ironically, the more customers these companies have, the more money they lose. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/AICOF\">Generative AI</a> is the fastest-growing technology of all time - if we count users instead of profits. \n</p>\n<p>\n     Wishful thinkers point to <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN), which overcame initial losses to succeed magnificently. They conveniently neglect the fact that Amazon's early losses would now be considered rounding errors. Amazon had $3 billion in cumulative losses when it became profitable in its 10th year (2004). OpenAI lost $11.5 billion in a single quarter (the third quarter of 2025), based on analyses of Microsoft's <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> third-quarter earnings in 2025) and itself forecasts $115 billion in cumulative losses by 2029, which is most likely an underestimate. \n</p>\n<p>\n     The more likely way these AI companies will cut their losses is by going out of business. With the commoditization of LLMs and competition from deep-pocketed competitors like Google parent Alphabet <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, with its Gemini, it is hard to see how OpenAI and other LLM-dependent companies can plausibly generate robust profits. \n</p>\n<p>\n     In the absence of profits, the tech bros increasingly emphasize an old metric that was popular during the dot-com bubble: the number of users, with a new flavor. While the \"number of users\" once meant \"number of paying users,\" the success of <a href=\"https://laohu8.com/S/META\">Facebook</a>, Instagram and other social-media sites persuaded delusional investors that the word \"paying\" could be dropped. \n</p>\n<p>\n     Not surprisingly, generative AI is the fastest-growing technology of all time - if we count users instead of profits. We prefer to count profits. \n</p>\n<p>\n     Gary Smith is the author of more than 100 academic papers and 20 books, including \"Standard Deviations: The Truth About Flawed Statistics, AI and Big Data\" (Duckworth, 2024) and, with co-author Margaret Smith, \"The Power of Modern Value Investing: Beyond Indexing, Algos and Alpha\" (PalgraveMacmillan, 2024). Jeffrey Funk, a technology consultant and analyst, is the author of \"Unicorns, Hype and Bubbles\" (Harriman House, 2024). \n</p>\n<p>\n     More: Here's one question about the AI bubble that even ChatGPT can't answer \n</p>\n<p>\n     -Jeff Funk -Gary Smith \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 18:40 ET (23:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This year's Super Bowl ads tell you the AI bubble is about to burst</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\">\nThis year's Super Bowl ads tell you the AI bubble is about to burst\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\">2026-02-07 07:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW This year's Super Bowl ads tell you the AI bubble is about to burst\n</p>\n<p>\n  By Jeff Funk and Gary Smith \n</p>\n<p>\n     Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000 \n</p>\n<p>\n     OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits. \n</p>\n<p>\n     During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?\" \n</p>\n<p>\n     That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst. \n</p>\n<p>\n     We have been writing about the limitations of artificial-intelligence systems since 2018: \n</p>\n<p>\n     Artificial intelligence is not at all like the real intelligence that comes from human brains. Computers do not know what words mean because computers do not experience the world the way we do. They do not even know what the real world is. Computers do not have the common sense or wisdom that humans accumulate by living life. Computers cannot formulate persuasive theories. Computers cannot do inductive reasoning or make long-range plans.... In the age of Big Data, the real danger is not that computers are smarter than us, but that we think computers are smarter than us and therefore trust computers to make important decisions for us. \n</p>\n<p>\n     We've have been warning of an AI bubble since February of 2023, suggesting it was fueled by unwarranted hype and fake-it-till-you-make-it \"shenanigans\" but conceding it has been \"tempting to believe the hyperbole and to prioritize revenue over profits\": \n</p>\n<p>\n     The fundamental problem is that hopeful investors are too often gullible investors. We should have been more skeptical of the dot-com hype and we should be more skeptical of the AI hype. We should also remember that revenue is a means to the end, not the end. We should look instead at earnings, free cash flow, economic value added, and other measures of profitability. \n</p>\n<p>\n     For a time, the boomlet in warnings of an AI bubble seemed to support the case for these companies. The financial press often overreacts about the bullish or bearish momentum behind popular investment themes. Economist Ed Yardeni dubbed this the \"front-cover curse\" - when financial magazines publish ill-timed covers that in hindsight mark peak optimism or pessimism. \n</p>\n<p>\n     Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market. These covers were a good contrarian indicator 68% of the time. On the other hand, 68% is closer to a coin flip than 100% certainty. \n</p>\n<p>\n     Recently, the Economist has been publishing many lead articles and guest essays warning of an AI bubble, including: \n</p>\n<p>\n     -- \"What if the $3trn AI investment boom goes wrong? Even if the technology achieves its potential, plenty of people will lose their shirts,\" Sept. 11, 2025 \n</p>\n<p>\n     -- \"GitaGopinath on the crash that could torch $35trn of wealth,\" Nov. 5, 2025 \n</p>\n<p>\n     -- \"How I learned to love financial bubbles,\" Nov. 19, 2025 \n</p>\n<p>\n     -- \"Investors expect AI use to soar. That's not happening,\" Nov. 26, 2025 \n</p>\n<p>\n     -- \"How to spot a bubble bursting,\" Dec. 1, 2025 \n</p>\n<p>\n     -- \"Innovations in energy and finance are further inflating the AI bubble,\" Jan. 15, 2026 \n</p>\n<p>\n     The magazine, though, hasn't published an AI-bubble cover story yet. \n</p>\n<p>\n     But Time magazine's annual person-of-the-year covers have been an even better contrarian indicator. When CEOs or a business trend are selected as person of the year, shares of the associated companies were lower a year later in seven of eight instances. \n</p>\n<p>\n     Time's 2025 person of the year was the collective \"Architects of AI.\" \n</p>\n<p>\n     Greater fools and foolish crowds \n</p>\n<p>\n     The prices of AI-dependent stocks have become untethered from realistic projections. \n</p>\n<p>\n     While we actually don't put much stock in front-cover and Super Bowl-ad indicators, we do acknowledge the outsized effects of human emotions on stock prices. People often buy stocks not because they think the companies will succeed but because they think others will buy the stocks, too. \n</p>\n<p>\n     Such reasoning can become textbook Greater Fool Theory - investors paying foolish prices with the expectation that greater fools than they will pay even higher prices. \n</p>\n<p>\n     That is, indeed, the definition of a bubble - people buying investments not because the cash flow justifies the price but because they expect the price to go up. \n</p>\n<p>\n     In this AI bubble, the prices of AI-dependent stocks have become untethered from realistic projections of future profits. LLM-dependent companies such as OpenAI and Anthropic are losing enormous amounts of money yet are given valuations in the hundreds of billions of dollars as if they were real companies making real profits. Is OpenAI really worth more than American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, Bank of America (BAC), Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>, Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a> or Costco <a href=\"https://laohu8.com/S/COST\">$(COST)$</a>? \n</p>\n<p>\n     Don't miss: Super Bowl LX is turning into AI's coming-out party \n</p>\n<p>\n     The core problem is that the large language models are not sufficiently useful and reliable for customers to justify paying prices that cover their costs. Ironically, the more customers these companies have, the more money they lose. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/AICOF\">Generative AI</a> is the fastest-growing technology of all time - if we count users instead of profits. \n</p>\n<p>\n     Wishful thinkers point to <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN), which overcame initial losses to succeed magnificently. They conveniently neglect the fact that Amazon's early losses would now be considered rounding errors. Amazon had $3 billion in cumulative losses when it became profitable in its 10th year (2004). OpenAI lost $11.5 billion in a single quarter (the third quarter of 2025), based on analyses of Microsoft's <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> third-quarter earnings in 2025) and itself forecasts $115 billion in cumulative losses by 2029, which is most likely an underestimate. \n</p>\n<p>\n     The more likely way these AI companies will cut their losses is by going out of business. With the commoditization of LLMs and competition from deep-pocketed competitors like Google parent Alphabet <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, with its Gemini, it is hard to see how OpenAI and other LLM-dependent companies can plausibly generate robust profits. \n</p>\n<p>\n     In the absence of profits, the tech bros increasingly emphasize an old metric that was popular during the dot-com bubble: the number of users, with a new flavor. While the \"number of users\" once meant \"number of paying users,\" the success of <a href=\"https://laohu8.com/S/META\">Facebook</a>, Instagram and other social-media sites persuaded delusional investors that the word \"paying\" could be dropped. \n</p>\n<p>\n     Not surprisingly, generative AI is the fastest-growing technology of all time - if we count users instead of profits. We prefer to count profits. \n</p>\n<p>\n     Gary Smith is the author of more than 100 academic papers and 20 books, including \"Standard Deviations: The Truth About Flawed Statistics, AI and Big Data\" (Duckworth, 2024) and, with co-author Margaret Smith, \"The Power of Modern Value Investing: Beyond Indexing, Algos and Alpha\" (PalgraveMacmillan, 2024). Jeffrey Funk, a technology consultant and analyst, is the author of \"Unicorns, Hype and Bubbles\" (Harriman House, 2024). \n</p>\n<p>\n     More: Here's one question about the AI bubble that even ChatGPT can't answer \n</p>\n<p>\n     -Jeff Funk -Gary Smith \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 06, 2026 18:40 ET (23:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4577":"网络游戏","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4579":"人工智能","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0654597011.USD":"BGF NATURAL RESOURCES \"A4G\" (USD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2360106947.USD":"BGF NUTRITION \"A4\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0612318971.USD":"BGF NATURAL RESOURCES \"A5G\" (USD) INC","BK4574":"无人驾驶","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0385154629.USD":"贝莱德营养科学基金A2","BK4573":"虚拟现实","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Global Disruptive Opportunities A2 Acc SGD-H","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","BK4576":"AR","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609193517","content_text":"MW This year's Super Bowl ads tell you the AI bubble is about to burst\n\n\n  By Jeff Funk and Gary Smith \n\n\n     Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000 \n\n\n     OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits. \n\n\n     During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's \"Waste of Money\" ad that year, which featured a dancing monkey and ended with the on-screen punchline: \"Well, we just wasted $2,000,000. What are you doing with your money?\" \n\n\n     That Super Bowl was played just before the dot-com bubble burst. Fast-forward to 2026: This year's Super Bowl ads are heavily promoting AI, which may be the only indicator you need of whether AI is a bubble about to burst. \n\n\n     We have been writing about the limitations of artificial-intelligence systems since 2018: \n\n\n     Artificial intelligence is not at all like the real intelligence that comes from human brains. Computers do not know what words mean because computers do not experience the world the way we do. They do not even know what the real world is. Computers do not have the common sense or wisdom that humans accumulate by living life. Computers cannot formulate persuasive theories. Computers cannot do inductive reasoning or make long-range plans.... In the age of Big Data, the real danger is not that computers are smarter than us, but that we think computers are smarter than us and therefore trust computers to make important decisions for us. \n\n\n     We've have been warning of an AI bubble since February of 2023, suggesting it was fueled by unwarranted hype and fake-it-till-you-make-it \"shenanigans\" but conceding it has been \"tempting to believe the hyperbole and to prioritize revenue over profits\": \n\n\n     The fundamental problem is that hopeful investors are too often gullible investors. We should have been more skeptical of the dot-com hype and we should be more skeptical of the AI hype. We should also remember that revenue is a means to the end, not the end. We should look instead at earnings, free cash flow, economic value added, and other measures of profitability. \n\n\n     For a time, the boomlet in warnings of an AI bubble seemed to support the case for these companies. The financial press often overreacts about the bullish or bearish momentum behind popular investment themes. Economist Ed Yardeni dubbed this the \"front-cover curse\" - when financial magazines publish ill-timed covers that in hindsight mark peak optimism or pessimism. \n\n\n     Yardeni also cited a 2016 Citibank study that looked at covers of the Economist dating back to 1998 and identified 44 covers that were decidedly optimistic or pessimistic about the stock market. These covers were a good contrarian indicator 68% of the time. On the other hand, 68% is closer to a coin flip than 100% certainty. \n\n\n     Recently, the Economist has been publishing many lead articles and guest essays warning of an AI bubble, including: \n\n\n     -- \"What if the $3trn AI investment boom goes wrong? Even if the technology achieves its potential, plenty of people will lose their shirts,\" Sept. 11, 2025 \n\n\n     -- \"GitaGopinath on the crash that could torch $35trn of wealth,\" Nov. 5, 2025 \n\n\n     -- \"How I learned to love financial bubbles,\" Nov. 19, 2025 \n\n\n     -- \"Investors expect AI use to soar. That's not happening,\" Nov. 26, 2025 \n\n\n     -- \"How to spot a bubble bursting,\" Dec. 1, 2025 \n\n\n     -- \"Innovations in energy and finance are further inflating the AI bubble,\" Jan. 15, 2026 \n\n\n     The magazine, though, hasn't published an AI-bubble cover story yet. \n\n\n     But Time magazine's annual person-of-the-year covers have been an even better contrarian indicator. When CEOs or a business trend are selected as person of the year, shares of the associated companies were lower a year later in seven of eight instances. \n\n\n     Time's 2025 person of the year was the collective \"Architects of AI.\" \n\n\n     Greater fools and foolish crowds \n\n\n     The prices of AI-dependent stocks have become untethered from realistic projections. \n\n\n     While we actually don't put much stock in front-cover and Super Bowl-ad indicators, we do acknowledge the outsized effects of human emotions on stock prices. People often buy stocks not because they think the companies will succeed but because they think others will buy the stocks, too. \n\n\n     Such reasoning can become textbook Greater Fool Theory - investors paying foolish prices with the expectation that greater fools than they will pay even higher prices. \n\n\n     That is, indeed, the definition of a bubble - people buying investments not because the cash flow justifies the price but because they expect the price to go up. \n\n\n     In this AI bubble, the prices of AI-dependent stocks have become untethered from realistic projections of future profits. LLM-dependent companies such as OpenAI and Anthropic are losing enormous amounts of money yet are given valuations in the hundreds of billions of dollars as if they were real companies making real profits. Is OpenAI really worth more than American Express $(AXP)$, Bank of America (BAC), Coca-Cola $(KO)$, Chevron $(CVX)$ or Costco $(COST)$? \n\n\n     Don't miss: Super Bowl LX is turning into AI's coming-out party \n\n\n     The core problem is that the large language models are not sufficiently useful and reliable for customers to justify paying prices that cover their costs. Ironically, the more customers these companies have, the more money they lose. \n\n\nGenerative AI is the fastest-growing technology of all time - if we count users instead of profits. \n\n\n     Wishful thinkers point to Amazon.com (AMZN), which overcame initial losses to succeed magnificently. They conveniently neglect the fact that Amazon's early losses would now be considered rounding errors. Amazon had $3 billion in cumulative losses when it became profitable in its 10th year (2004). OpenAI lost $11.5 billion in a single quarter (the third quarter of 2025), based on analyses of Microsoft's $(MSFT)$ third-quarter earnings in 2025) and itself forecasts $115 billion in cumulative losses by 2029, which is most likely an underestimate. \n\n\n     The more likely way these AI companies will cut their losses is by going out of business. With the commoditization of LLMs and competition from deep-pocketed competitors like Google parent Alphabet $(GOOG)$ $(GOOGL)$, with its Gemini, it is hard to see how OpenAI and other LLM-dependent companies can plausibly generate robust profits. \n\n\n     In the absence of profits, the tech bros increasingly emphasize an old metric that was popular during the dot-com bubble: the number of users, with a new flavor. While the \"number of users\" once meant \"number of paying users,\" the success of Facebook, Instagram and other social-media sites persuaded delusional investors that the word \"paying\" could be dropped. \n\n\n     Not surprisingly, generative AI is the fastest-growing technology of all time - if we count users instead of profits. We prefer to count profits. \n\n\n     Gary Smith is the author of more than 100 academic papers and 20 books, including \"Standard Deviations: The Truth About Flawed Statistics, AI and Big Data\" (Duckworth, 2024) and, with co-author Margaret Smith, \"The Power of Modern Value Investing: Beyond Indexing, Algos and Alpha\" (PalgraveMacmillan, 2024). Jeffrey Funk, a technology consultant and analyst, is the author of \"Unicorns, Hype and Bubbles\" (Harriman House, 2024). \n\n\n     More: Here's one question about the AI bubble that even ChatGPT can't answer \n\n\n     -Jeff Funk -Gary Smith \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 06, 2026 18:40 ET (23:40 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"USAW.SI":0.6,"AI":1.86,"MSFD":0.6,"GOOW":0.6,"GOU":0.6,"AZYY":0.6,"AMZY":0.6,"AMZD":0.6,"MSFO":0.6,"USJW.SI":0.6,"AMZW":0.6,"GOOP":0.6,"MSFL":0.6,"AMZZ":0.6,"MSFW":0.6,"GOOY":0.6,"MSFX":0.6,"MSFT":1.85,"GOOX":0.6,"GGLS":0.6,"MSFY":0.6,"AMZU":0.6}},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529277765059176,"gmtCreate":1770240329466,"gmtModify":1770240333097,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> wtfish? tremendous results yet counter is down. 🫩","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> wtfish? tremendous results yet counter is down. 🫩","text":"$Alphabet(GOOGL)$ wtfish? tremendous results yet counter is down. 🫩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529277765059176","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528222958912496,"gmtCreate":1769982856410,"gmtModify":1769982859996,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/cefe73eb658db7c4afd3bde627695b01","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528222958912496","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":526784507581456,"gmtCreate":1769644885147,"gmtModify":1769644888906,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"just buy the dip","listText":"just buy the dip","text":"just buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526784507581456","repostId":"2607605740","repostType":2,"repost":{"id":"2607605740","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769643650,"share":"https://ttm.financial/m/news/2607605740?lang=en_US&edition=fundamental","pubTime":"2026-01-29 07:40","market":"nz","language":"en","title":"Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2607605740","media":"Tiger Newspress","summary":"Jan 28 (Reuters) - Microsoft MSFT.O delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts about the payoff from...","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]</p><p>Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/></p><p>Here’s how the company performed in comparison with LSEG consensus:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> $4.14 adjusted vs. $3.97 expected</p></li><li><p><strong>Revenue:</strong> $81.27 billion vs. $80.27 billion expected</p></li></ul><p>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.</p><p>The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.</p><p>For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.</p><p>Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.</p><p>The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.</p><p>At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.</p><p>“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.</p><p>Thill brought up the OpenAI revenue concentration on a conference call with analysts.</p><p>The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”</p><p>Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.</p><p>Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.</p><p>The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.</p><p>Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.</p><p>Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.</p><p>The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.</p><p>Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”</p><p>Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.</p><p style=\"text-align: start;\">Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.</p><p style=\"text-align: start;\">“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.</p><p style=\"text-align: start;\">The company’s customer demand continues to outstrip supply, Hood said.</p><p style=\"text-align: start;\">“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.</p><p style=\"text-align: start;\">During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.</p><p style=\"text-align: start;\">In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</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>Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance</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\">\nMicrosoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-29 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f12db86c612f064685a4371a15038192\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221854734348994570%22,%22type%22:2%7D\" title=\"Live: Microsoft FY2026Q2 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Microsoft FY2026Q2 Earnings Conference Call</a>]</p><p>Microsoft shares fell 7% in extended trading on Wednesday after the software maker posted slowing cloud growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/42d7688fc49dba1888eb98fd8a3c8a71\" title=\"\" tg-width=\"867\" tg-height=\"811\"/></p><p>Here’s how the company performed in comparison with LSEG consensus:</p><ul style=\"\"><li><p><strong>Earnings per share:</strong> $4.14 adjusted vs. $3.97 expected</p></li><li><p><strong>Revenue:</strong> $81.27 billion vs. $80.27 billion expected</p></li></ul><p>With respect to guidance, Microsoft called for $80.65 billion to $81.75 billion in fiscal third-quarter revenue. The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.</p><p>The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.</p><p>For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.</p><p>Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.</p><p>The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.</p><p>At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.</p><p>“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.</p><p>Thill brought up the OpenAI revenue concentration on a conference call with analysts.</p><p>The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”</p><p>Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.</p><p>Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.</p><p>The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.</p><p>Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.</p><p>Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.</p><p>The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.</p><p>Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”</p><p>Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.</p><p style=\"text-align: start;\">Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.</p><p style=\"text-align: start;\">“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.</p><p style=\"text-align: start;\">The company’s customer demand continues to outstrip supply, Hood said.</p><p style=\"text-align: start;\">“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.</p><p style=\"text-align: start;\">During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.</p><p style=\"text-align: start;\">In the past three months, Microsoft stock has fallen about 11%, while the S&amp;P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU2063271972.USD":"富兰克林创新领域基金","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4220":"综合零售","BK4604":"机器人概念","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0056508442.USD":"贝莱德世界科技基金A2","MSFT":"微软","BK4612":"AI芯片","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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The middle of the range was $81.2 billion, meeting the LSEG consensus of $81.19 billion. The company’s forecast for quarterly Azure cloud growth was 37% to 38% at constant currency. The StreetAccount consensus was 37.1%.The company’s implied fiscal third-quarter operating margin is 45.1%, below StreetAccount’s 45.5% consensus. Operating expenses will include investments in artificial intelligence computing capacity and talent.For the fiscal second quarter, which ended on Dec. 31, Microsoft’s revenue grew 16.7% year over year, according to a statement. Net income, at $38.46 billion, or $5.16 per share, was up from $24.11 billion, or $3.23 per share, in the same quarter a year earlier. Adjusted earnings exclude impact from investments in OpenAI. The company’s gross margin was the narrowest it’s been in three years, coming in just over 68%.Revenue from Azure and other cloud services grew 39%, compared with 40% growth in the fiscal first quarter. Analysts surveyed by StreetAccount and CNBC had expected 39.4% and 38.9% growth, respectively.The company reported $9.97 billion in other income, compared with other expense of $2.29 billion in the same quarter a year ago. The swing comes three months after OpenAI announced a restructuring that involved its for-profit arm becoming a public-benefit corporation. Microsoft saw a decrease in its proportionate ownership of OpenAI, yielding a dilution gain.At year end, the company’s commercial remaining performance obligation, a measurement of unearned revenue and amounts that will be recognized as revenue later, stood at $625 billion, up some 110%. That’s thanks to OpenAI’s $250 billion cloud commitment with Microsoft during the quarter. Microsoft said 45% of commercial remaining performance obligation is tied to OpenAI, with the remainder growing 28%.“The backlog is really good, but the disclosure that OpenAI is 45% of their backlog, it goes back to the situation where, Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers,” Jefferies analyst Brent Thill said on CNBC’s Closing Bell Overtime.Thill brought up the OpenAI revenue concentration on a conference call with analysts.The rest of the commercial remaining performance obligation is “larger than most peers, more diversified than most peers, and frankly, I think we have super high confidence in it,” said Amy Hood, Microsoft’s finance chief. She said Microsoft remains OpenAI’s “provider of scale.”Commercial bookings growth, which tracks quarterly activity, surged to 230% from 112% in the fiscal first quarter.Microsoft’s Intelligent Cloud segment that includes Azure cloud infrastructure produced $32.91 billion in revenue, up nearly 29% and more than the $32.40 billion consensus among analysts surveyed by StreetAccount.The Productivity and Business Processing segment delivered $34.12 billion in revenue, which was up about 16% and higher than StreetAccount’s $33.48 billion consensus. The unit contains Office productivity software, Dynamics business management software and LinkedIn.Microsoft now has 15 million seats for its Microsoft 365 Copilot add-on for commercial productivity software subscriptions. Investors have been paying attention to the adoption of Microsoft 365 Copilot as a way to increase revenue from each user. Until this point, Microsoft had not talked about the number of people who have access.Copilot has room to grow. Microsoft now has over 450 million paid commercial Microsoft 365 seats.The More Personal Computing segment, featuring Windows, Xbox, Surface and Bing, contributed $14.25 billion in revenue. That was down about 3% and below the $14.38 billion StreetAccount consensus. Technology industry researcher Gartner said PC shipments rose 9.3% in the quarter, with support for the Windows 10 operating system ending in October.Gaming revenue declined 9.5%. In a X post he posted and later deleted in October, former Microsoft Xbox executive Mike Ybarra described the gaming unit’s strategy as “confusing.”Like its cloud rivals such as Amazon, Microsoft has been building data centers filled with special-purpose chips that can run generative artificial intelligence models. Microsoft also pays for capacity from CoreWeave and Nebius in the form of leases.Microsoft’s capital expenditures and finance leases in the quarter came to $37.5 billion, up 66%. Analysts polled by Visible Alpha had expected $34.31 billion.“All up, we added nearly one gigawatt of total capacity this quarter alone,” Microsoft CEO Satya Nadella said on the call.The company’s customer demand continues to outstrip supply, Hood said.“Therefore, we must balance the need to have our incoming supply better meet growing Azure demand with expanding first-party AI usage across services like M365 Copilot and GitHub Copilot, increasing allocations to R&D teams to accelerate product innovation and continued replacement of end-of-life server and networking equipment,” she said.During the quarter, Microsoft said it will raise the prices of commercial Office productivity software subscriptions, and Anthropic announced plans to buy $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525678149702768,"gmtCreate":1769365433735,"gmtModify":1769365436585,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/27dace0330df1ed14ecd82e39fe5061f","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525678149702768","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":524701743244584,"gmtCreate":1769127059308,"gmtModify":1769127062899,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"isn't it a good problem?","listText":"isn't it a good problem?","text":"isn't it a good problem?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524701743244584","repostId":"1144330631","repostType":2,"repost":{"id":"1144330631","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":1769126501,"share":"https://ttm.financial/m/news/1144330631?lang=en_US&edition=fundamental","pubTime":"2026-01-23 08:01","market":"hk","language":"en","title":"Intel Says Meeting Strong Demand Will Take Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1144330631","media":"Deep News","summary":"Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment...","content":"<p>Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"</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>Intel Says Meeting Strong Demand Will Take Time</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\">\nIntel Says Meeting Strong Demand Will Take Time\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\">2026-01-23 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4605":"半导体精选","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","04335":"英特尔-T","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144330631","content_text":"Intel executives stated that the company is grappling with inventory shortages and that fulfilling the robust demand for its chips will require time. CEO Patrick Gelsinger expressed disappointment during an analyst call, noting, \"In the short term, I am disappointed that we are unable to fully meet market demand.\" He emphasized that the company is on a multi-year journey that necessitates patience. CFO David Zinsner indicated that due to strong demand driven by the expanding artificial intelligence (AI) infrastructure, the company is facing supply constraints for its critical products. Zinsner added, \"There is increasing pressure on the industry-wide supply of key components such as DRAM, NAND, and substrates.\"","news_type":1,"symbols_score_info":{"04335":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523215349878984,"gmtCreate":1768773230327,"gmtModify":1768773233706,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"oxygen [Happy] [LOL] [Grin]","listText":"oxygen [Happy] [LOL] [Grin]","text":"oxygen [Happy] [LOL] [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523215349878984","isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523214321640448,"gmtCreate":1768773090304,"gmtModify":1768773093296,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$Alphabet(GOOGL)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/5cbe0e44ec8ead548fe1706d5c0c9904","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523214321640448","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":287092978024448,"gmtCreate":1711113646869,"gmtModify":1711113650317,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"I like to buy &amp; collect watches [Facepalm]","listText":"I like to buy &amp; collect watches [Facepalm]","text":"I like to buy & collect watches [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/287092978024448","isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","crmLevel":2,"crmLevelSwitch":1,"idStr":"4109941540501062","authorIdStr":"4109941540501062"},"content":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :(","text":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :(","html":"Even though it still still have goodvalue, i feel it is like buying new cars, burn money :("},{"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","crmLevel":2,"crmLevelSwitch":1,"idStr":"4109941540501062","authorIdStr":"4109941540501062"},"content":"rolex price dropped :(","text":"rolex price dropped :(","html":"rolex price dropped :("}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461369253302600,"gmtCreate":1753675958781,"gmtModify":1753675962865,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 🐄🐃🐂🦬🐮🚀🌚🍻","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 🐄🐃🐂🦬🐮🚀🌚🍻","text":"$Palantir Technologies Inc.(PLTR)$ 🐄🐃🐂🦬🐮🚀🌚🍻","images":[{"img":"https://community-static.tradeup.com/news/2fa4b98efdbd9bc5360fc108d5e79483","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/461369253302600","isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417116061991464,"gmtCreate":1742853516029,"gmtModify":1742886614172,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> to infinity &amp; beyond! 🚀🌙","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> to infinity &amp; beyond! 🚀🌙","text":"$Palantir Technologies Inc.(PLTR)$ to infinity & beyond! 🚀🌙","images":[{"img":"https://community-static.tradeup.com/news/5f8a6865d72aafe344b3abb09649b61f","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/417116061991464","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010977","authorId":"10000000000010977","name":"SiliconTracker","avatar":"https://static.tigerbbs.com/488cfd11df10dfce68c02b0509308e33","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010977","authorIdStr":"10000000000010977"},"content":"Congratulations on doubling your profits!","text":"Congratulations on doubling your profits!","html":"Congratulations on doubling your profits!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":273394069168408,"gmtCreate":1707784394423,"gmtModify":1707784397741,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$ </a> 😢 no👁 💩!","listText":"<a href=\"https://ttm.financial/S/FSR\">$Fisker Inc.(FSR)$ </a> 😢 no👁 💩!","text":"$Fisker Inc.(FSR)$ 😢 no👁 💩!","images":[{"img":"https://community-static.tradeup.com/news/dc2b72a5f9478344b86f3f6434314563","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/273394069168408","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087437757420620","authorId":"4087437757420620","name":"IMRainmaker","avatar":"https://static.tigerbbs.com/18fb455bb4d6638a7868eb281bc37d7c","crmLevel":11,"crmLevelSwitch":1,"idStr":"4087437757420620","authorIdStr":"4087437757420620"},"content":"Back to $2 soon","text":"Back to $2 soon","html":"Back to $2 soon"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":416229018489192,"gmtCreate":1742603410425,"gmtModify":1742803227234,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity &amp; beyond! 🚀🌙","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity &amp; beyond! 🚀🌙","text":"$Palantir Technologies Inc.(PLTR)$ not selling. to infinity & beyond! 🚀🌙","images":[{"img":"https://community-static.tradeup.com/news/45f75692f60999eb374aa2aa74b2aaa9","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/416229018489192","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037439994,"gmtCreate":1648164344801,"gmtModify":1676534310870,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","text":"‌$NIO Inc.(NIO)$‌On Wednesday, the company announced that the first batch of NIO ET7 production vehicles was officially rolled off the production line at Hefei. “The car that everyone has been waiting for for a long time is coming soon” — NIO said. On March 18, our site revealed the photos of the first ET7 rolling off production being expected to have a 6 months delivery time, according to our local source. NIO started ET7 test drives on March 5th and will deliver the first units on March 28th.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037439994","isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000462","authorIdStr":"9000000000000462"},"content":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","text":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth","html":"NIO has virtually no competition in the Premium Luxury EV space. That's in the largest EV market on planet earth"},{"author":{"id":"9000000000000641","authorId":"9000000000000641","name":"CyrilDavy","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000641","authorIdStr":"9000000000000641"},"content":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out.","text":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out.","html":"Buying more NIO. Guidance is going to be very strong and the shorts are going to freak out."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911074373,"gmtCreate":1664101566093,"gmtModify":1676537390797,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","listText":"‌<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","text":"‌$XPeng Inc.(XPEV)$‌https://cnevpost.com/2022/09/25/he-xiaopeng-boosts-holdings-in-xpeng/ BREAKING: XPeng CEO boosts holdings as EV maker's stock falls over 70% this year The board of directors (the “Board”) of the Company was informed by Simplicity Holding Limited (“Simplicity Holding”), a controlling shareholder of the Company, that on 23 September 2022, Simplicity Holding had purchased in the open market a total of 2,200,000 ADSs of the Company (the “ADSs”) at an average price of US$13.58 per ADS (the “Acquisition”).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":14,"repostSize":0,"link":"https://ttm.financial/post/9911074373","isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":548034086134552,"gmtCreate":1774821800461,"gmtModify":1774821803517,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> 🐄🐃🐂🦬🐮🚀🌚","text":"$NVIDIA(NVDA)$ 🐄🐃🐂🦬🐮🚀🌚","images":[{"img":"https://community-static.tradeup.com/news/05ee14c812210d6da25ca0f41553270c","width":"882","height":"1620"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548034086134552","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934103195,"gmtCreate":1663201500618,"gmtModify":1676537225185,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?&nbsp;","text":"‌$NIO Inc.(NIO)$‌https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9934103195","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582336414789652","authorId":"3582336414789652","name":"Svengers19","avatar":"https://static.tigerbbs.com/6fdf90ae5f065baeb154898ca8d848d2","crmLevel":11,"crmLevelSwitch":0,"idStr":"3582336414789652","authorIdStr":"3582336414789652"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458890180407920,"gmtCreate":1753070720292,"gmtModify":1753070723850,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568262728204718","authorIdStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$ </a> 🐄🐃🐂🦬🐮🚀🌚😬","listText":"<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$ </a> 🐄🐃🐂🦬🐮🚀🌚😬","text":"$Joby Aviation, Inc.(JOBY)$ 🐄🐃🐂🦬🐮🚀🌚😬","images":[{"img":"https://community-static.tradeup.com/news/7acc0d2394fe1b35055d9d9d6ab297d0","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/458890180407920","isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}