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ICEsh00ter
01-29 08:01
just buy the dip
Microsoft Stock Drops 7% On Slowing Cloud Growth, Light Margin Guidance
ICEsh00ter
01-26
$Alphabet(GOOGL)$
🐄🐃🐂🦬🐮🚀🌚
ICEsh00ter
01-23
isn't it a good problem?
Intel Says Meeting Strong Demand Will Take Time
ICEsh00ter
01-19
oxygen [Happy] [LOL] [Grin]
ICEsh00ter
01-19
$Alphabet(GOOGL)$
🐄🐃🐂🦬🐮🚀🌚
ICEsh00ter
01-12
$Alphabet(GOOGL)$
🐄🐃🐂🦬🐮🚀🌚
ICEsh00ter
01-09
many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒
TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies
ICEsh00ter
01-05
$Alphabet(GOOGL)$
🐄🐃🐂🦬🐮🚀🌚
ICEsh00ter
2025-12-29
$Alphabet(GOOGL)$
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ICEsh00ter
2025-12-22
$NVIDIA(NVDA)$
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ICEsh00ter
2025-12-18
🤣
Trump Says Next Fed Chair Will Believe in Lower Interest Rates "by a Lot"
ICEsh00ter
2025-12-15
$Alphabet(GOOGL)$
🐄🐃🐂🦬🐮🚀🌚
ICEsh00ter
2025-12-08
corruption
Donald Trump Warns Netflix-Warner Deal May Pose Antitrust Problem
ICEsh00ter
2025-12-08
$Palantir Technologies Inc.(PLTR)$
🐄🐃🐂🦬🐮🚀🌚
ICEsh00ter
2025-12-02
🤣
Renowned Investor Michael Burry Discloses Short Position Against Tesla
ICEsh00ter
2025-12-01
$Alphabet(GOOGL)$
🐄🐃🐂🦬🐮🚀🌚
ICEsh00ter
2025-11-29
2A 1B 1C... Be greedy when others are fearful. Be fearful when others are greedy.
ICEsh00ter
2025-11-25
$XPENG-W(09868)$
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ICEsh00ter
2025-11-24
$Alphabet(GOOGL)$
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ICEsh00ter
2025-11-21
I need to save for a rainy 🌧 day!
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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":"us","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&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&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&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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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&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&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&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":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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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 $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525678149702768,"gmtCreate":1769365433735,"gmtModify":1769365436585,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$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":117,"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":"fut","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":{"LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","BK4512":"苹果概念","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","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","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","INTC":"英特尔","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4535":"淡马锡持仓","BK4612":"AI芯片","BK4515":"5G概念","04335":"英特尔-T","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC"},"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":{"INTC":1,"04335":1}},"isVote":1,"tweetType":1,"viewCount":309,"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":340,"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":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":520740645282360,"gmtCreate":1768169112055,"gmtModify":1768169115075,"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/e64565a54a741c7f50817d09659715a6","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/520740645282360","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519697408041552,"gmtCreate":1767914427261,"gmtModify":1767914431746,"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":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒","listText":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒","text":"many influencers promoting products which are way more expensive than similar or same products found on other platforms like shopee lazada taobao & even aliexpress. 😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519697408041552","repostId":"1144592974","repostType":2,"repost":{"id":"1144592974","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1767755873,"share":"https://ttm.financial/m/news/1144592974?lang=en_US&edition=fundamental","pubTime":"2026-01-07 11:17","market":"hk","language":"en","title":"TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=1144592974","media":"Stock News","summary":"ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise...","content":"<p>ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.</p>\n<p>It is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.</p>\n<p>According to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.</p>\n<p>Taking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.</p>\n<p>Data from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.</p>\n<p>The European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.</p>\n<p>Despite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.</p>\n<p>In Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.</p>\n<p>With the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.</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>TikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTikTok Shop Leads Global Growth in 2025 as Overseas Market Competition Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-01-07 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>ByteDance's global e-commerce platform, TikTok Shop, is experiencing rapid growth. According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.</p>\n<p>It is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.</p>\n<p>According to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.</p>\n<p>Taking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.</p>\n<p>Data from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.</p>\n<p>The European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.</p>\n<p>Despite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.</p>\n<p>In Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.</p>\n<p>With the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","BK4534":"瑞士信贷持仓","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","BK4535":"淡马锡持仓","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","BK4538":"云计算","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - 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According to informed sources, TikTok Shop reached 400 million active consumers in 2025; its Gross Merchandise Volume (GMV) approached the $100 billion mark. This positions it fifth among major overseas e-commerce platforms, trailing only Amazon.com, Walmart, Shopee, and eBay, while simultaneously achieving the highest growth rate.\nIt is understood that TikTok Shop, launched in 2021, has now entered 17 global markets, including the United States, Japan, and multiple countries across Europe, Southeast Asia, and Latin America. The platform heavily promotes an \"interest-based e-commerce\" model, but while growing rapidly, it also faces fierce competition and challenges from traditional e-commerce players in various markets.\nAccording to estimates from analytics firm EchoTik, TikTok Shop's GMV in the third quarter of 2025 was comparable to that of eBay. Informed sources revealed that, boosted by the Black Friday and Cyber Monday shopping season, the platform's fourth-quarter GMV exceeded $25 billion, surpassing eBay. In December alone, its GMV in overseas markets exceeded that of Shopee.\nTaking the US market as an example, data from research firm eMarketer shows that TikTok Shop's sales in the US grew by 400% in 2024, followed by a 108% increase in 2025. According to announcements from TikTok Shop, during the four-day Black Friday/Cyber Monday period from November 28 to December 1, 2025, its GMV in the US surpassed $500 million, with the number of consumers placing orders through the platform increasing by nearly 50%.\nData from Momentum Works indicates that in Southeast Asia, TikTok Shop became the industry's second-largest player, behind only Shopee, in just four years. It is closing the gap with Shopee with growth significantly above the industry average.\nThe European market also maintains a high growth trajectory. TikTok Shop is currently operational in the UK, Ireland, Germany, Spain, France, Italy, and other countries, with its European market growing by over 100% in 2025. The newly added Latin American and Japanese markets in 2025 also performed strongly. According to Momentum Works and Nikkei news, TikTok Shop's GMV in Brazil grew 25-fold in its first three months of operation, while its GMV in Japan grew 20-fold within four months of launch.\nDespite its swift growth, TikTok Shop faces challenges in multiple markets. In mature markets like Europe, the US, and Japan, traditional e-commerce platforms hold dominant positions and continue to invest heavily to solidify their user engagement. E-commerce giant Amazon.com maintains leadership in website traffic and market share, and its long-term investments in logistics have built a formidable competitive moat. Many brands also partner with e-commerce service provider Shopify, using ads on Meta and Google to drive traffic to their independent websites for orders.\nIn Southeast Asia, Sea Ltd's e-commerce platform Shopee covers all major countries and has long led in GMV. In Brazil, Shopee also demonstrates strong competitiveness, positioning itself as the second-largest e-commerce platform after the local giant Mercado Livre.\nWith the rise of TikTok Shop and its promoted \"interest-based e-commerce\" model, traditional e-commerce platforms are actively transforming. For instance, Amazon.com launched its short video feature Inspire and integrated shopping links with platforms like Instagram and Snap. Shopee has increased its investment in live streaming, collaborating with YouTube and Meta to launch influencer marketing and social shopping features, directly competing with TikTok Shop in Southeast Asia.","news_type":1,"symbols_score_info":{"AMZN":1,"SE":1,"USAW.SI":1}},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518310176482000,"gmtCreate":1767563606839,"gmtModify":1767563610120,"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/83ac8a22845622e523be6e087440d1e8","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518310176482000","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":515816784519608,"gmtCreate":1766959401110,"gmtModify":1766959404851,"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/91111fddb4101f432e008283121c8619","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/515816784519608","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":513565297336536,"gmtCreate":1766412447376,"gmtModify":1766412450416,"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/e9c84911de53df28aee23105dd3da915","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513565297336536","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":511988003770784,"gmtCreate":1766024624637,"gmtModify":1766024627961,"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":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511988003770784","repostId":"1188802951","repostType":4,"repost":{"id":"1188802951","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1766024400,"share":"https://ttm.financial/m/news/1188802951?lang=en_US&edition=fundamental","pubTime":"2025-12-18 10:20","market":"us","language":"en","title":"Trump Says Next Fed Chair Will Believe in Lower Interest Rates \"by a Lot\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1188802951","media":"Reuters","summary":"Trump said on Wednesday the next chairman of the U.S. Federal Reserve will be someone who believes in lower interest rates \"by a lot.\"","content":"<html><head></head><body><p>WASHINGTON, Dec 17 (Reuters) - U.S. President Donald Trump said on Wednesday the next chairman of the U.S. Federal Reserve will be someone who believes in lower interest rates "by a lot."</p><p>"I'll soon announce our next chairman of the Federal Reserve, someone who believes in lower interest rates, by a lot, and mortgage payments will be coming down even further," Trump said.</p><p>Trump made the comments during a national address touting his economic and national security accomplishments in the first year of his second term in office.</p><p>He has previously indicated that he will announce his chosen successor to current Fed Chair Jerome Powell early next year.</p><p>All of the known finalists - White House economic adviser Kevin Hassett, former Fed Governor Kevin Warsh and current Fed Governor Chris Waller - advocate for interest rates to be lower than they are now.</p><p>None, however, has expressly indicated they would push the U.S. central bank to slash rates as low as Trump has demanded, in some cases to as low as a crisis-level 1%. The current Fed rate ranges from 3.5% to 3.75%, and not even his latest appointee - Governor Stephen Miran - advocates for a rate anywhere near that low.</p><p>Trump has repeatedly expressed a desire for lower mortgage rates, but the interest rate the Fed controls has only limited effect on longer-term borrowing costs. Those are more typically influenced by longer-term rates the Fed has less sway over, such as the 10-year Treasury note yield .</p><p>That rate is moved by investors' expectations for U.S. economic growth and inflation and on balance has changed little in the last year. Mortgage rates have been stuck in the 6.3%-6.4% range since Labor Day and show little indication of moving lower.</p><p>Trump told the Wall Street Journal last week that he was leaning toward either Warsh or Hassett as the next head of the U.S. central bank. All the same, interviews continued on Wednesday with a meeting with Waller, one of the early advocates among current Fed policymakers for lower rates but a stalwart defender of Fed independence.</p><p>Trump told the newspaper that he thought the next Fed chair should consult with him on where to set interest rates. Presidents typically leave rate decision-making up to the Fed.</p><p>"Typically, that’s not done anymore. It used to be done routinely. It should be done," Trump said. "It doesn’t mean - I don’t think he should do exactly what we say. But certainly we’re - I’m a smart voice and should be listened to."</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>Trump Says Next Fed Chair Will Believe in Lower Interest Rates \"by a Lot\"</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\">\nTrump Says Next Fed Chair Will Believe in Lower Interest Rates \"by a Lot\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-18 10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Dec 17 (Reuters) - U.S. President Donald Trump said on Wednesday the next chairman of the U.S. Federal Reserve will be someone who believes in lower interest rates "by a lot."</p><p>"I'll soon announce our next chairman of the Federal Reserve, someone who believes in lower interest rates, by a lot, and mortgage payments will be coming down even further," Trump said.</p><p>Trump made the comments during a national address touting his economic and national security accomplishments in the first year of his second term in office.</p><p>He has previously indicated that he will announce his chosen successor to current Fed Chair Jerome Powell early next year.</p><p>All of the known finalists - White House economic adviser Kevin Hassett, former Fed Governor Kevin Warsh and current Fed Governor Chris Waller - advocate for interest rates to be lower than they are now.</p><p>None, however, has expressly indicated they would push the U.S. central bank to slash rates as low as Trump has demanded, in some cases to as low as a crisis-level 1%. The current Fed rate ranges from 3.5% to 3.75%, and not even his latest appointee - Governor Stephen Miran - advocates for a rate anywhere near that low.</p><p>Trump has repeatedly expressed a desire for lower mortgage rates, but the interest rate the Fed controls has only limited effect on longer-term borrowing costs. Those are more typically influenced by longer-term rates the Fed has less sway over, such as the 10-year Treasury note yield .</p><p>That rate is moved by investors' expectations for U.S. economic growth and inflation and on balance has changed little in the last year. Mortgage rates have been stuck in the 6.3%-6.4% range since Labor Day and show little indication of moving lower.</p><p>Trump told the Wall Street Journal last week that he was leaning toward either Warsh or Hassett as the next head of the U.S. central bank. All the same, interviews continued on Wednesday with a meeting with Waller, one of the early advocates among current Fed policymakers for lower rates but a stalwart defender of Fed independence.</p><p>Trump told the newspaper that he thought the next Fed chair should consult with him on where to set interest rates. Presidents typically leave rate decision-making up to the Fed.</p><p>"Typically, that’s not done anymore. It used to be done routinely. It should be done," Trump said. "It doesn’t mean - I don’t think he should do exactly what we say. But certainly we’re - I’m a smart voice and should be listened to."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188802951","content_text":"WASHINGTON, Dec 17 (Reuters) - U.S. President Donald Trump said on Wednesday the next chairman of the U.S. Federal Reserve will be someone who believes in lower interest rates \"by a lot.\"\"I'll soon announce our next chairman of the Federal Reserve, someone who believes in lower interest rates, by a lot, and mortgage payments will be coming down even further,\" Trump said.Trump made the comments during a national address touting his economic and national security accomplishments in the first year of his second term in office.He has previously indicated that he will announce his chosen successor to current Fed Chair Jerome Powell early next year.All of the known finalists - White House economic adviser Kevin Hassett, former Fed Governor Kevin Warsh and current Fed Governor Chris Waller - advocate for interest rates to be lower than they are now.None, however, has expressly indicated they would push the U.S. central bank to slash rates as low as Trump has demanded, in some cases to as low as a crisis-level 1%. The current Fed rate ranges from 3.5% to 3.75%, and not even his latest appointee - Governor Stephen Miran - advocates for a rate anywhere near that low.Trump has repeatedly expressed a desire for lower mortgage rates, but the interest rate the Fed controls has only limited effect on longer-term borrowing costs. Those are more typically influenced by longer-term rates the Fed has less sway over, such as the 10-year Treasury note yield .That rate is moved by investors' expectations for U.S. economic growth and inflation and on balance has changed little in the last year. Mortgage rates have been stuck in the 6.3%-6.4% range since Labor Day and show little indication of moving lower.Trump told the Wall Street Journal last week that he was leaning toward either Warsh or Hassett as the next head of the U.S. central bank. All the same, interviews continued on Wednesday with a meeting with Waller, one of the early advocates among current Fed policymakers for lower rates but a stalwart defender of Fed independence.Trump told the newspaper that he thought the next Fed chair should consult with him on where to set interest rates. Presidents typically leave rate decision-making up to the Fed.\"Typically, that’s not done anymore. It used to be done routinely. It should be done,\" Trump said. \"It doesn’t mean - I don’t think he should do exactly what we say. But certainly we’re - I’m a smart voice and should be listened to.\"","news_type":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510918070047328,"gmtCreate":1765749570058,"gmtModify":1765749573919,"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/7807b406159e4210bd319b33edf43c19","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510918070047328","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":508551187755320,"gmtCreate":1765179799190,"gmtModify":1765180473780,"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":"corruption","listText":"corruption","text":"corruption","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508551187755320","repostId":"1150856254","repostType":2,"repost":{"id":"1150856254","kind":"news","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":1765165619,"share":"https://ttm.financial/m/news/1150856254?lang=en_US&edition=fundamental","pubTime":"2025-12-08 11:46","market":"us","language":"en","title":"Donald Trump Warns Netflix-Warner Deal May Pose Antitrust Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1150856254","media":"Tiger Newspress","summary":"President Donald Trump raised potential antitrust concerns for Netflix Inc.’s planned acquisition of Warner Bros. Discovery Inc., noting that the market share of the combined entity may pose...","content":"<html><head></head><body><p>President Donald Trump raised potential antitrust concerns for Netflix Inc.’s planned acquisition of Warner Bros. Discovery Inc., noting that the market share of the combined entity may pose problems.</p><p>Trump’s comments, made as he arrived at the Kennedy Center for an event on Sunday, may spur concerns regulators will oppose the coupling of the world’s dominant streaming service with a Hollywood icon. The company faces a lengthy Justice Department review of a deal that would reshape the entertainment industry.</p><p style=\"text-align: start;\">“Well, that’s got to go through a process, and we’ll see what happens,” Trump said when asked about the deal, confirming he met Netflix co-Chief Executive Officer Ted Sarandos recently. “But it is a big market share. It could be a problem.”</p><p style=\"text-align: start;\">Bets on prediction marketplace Polymarket showed a 23% chance of Netflix closing the acquisition by the end of 2026, down from around 60% just before Trump’s comments. Warner Bros. rose 1% in early trading on the Blue Ocean trading platform, while Netflix dropped 1.4%.</p><p>The deal would combine the world’s No. 1 streaming player with HBO Max. The Justice Department’s antitrust division, which would review the transaction in the US, could argue that the deal is illegal because the combined market share would put Netflix well over a 30% threshold.</p><p style=\"text-align: start;\">Netflix has “a very big market share, and when they have Warner Brothers, you know, that share goes up a lot,” the president said, adding that he will be personally involved in the decision-making process.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4f3899a86fc88a5e0b2409855671cc4\" tg-width=\"529\" tg-height=\"388\"/></p><p>Netflix is expected to argue that other services such as Alphabet Inc.’s YouTube and ByteDance Ltd.’s TikTok should be included in any analysis of the market, which would dramatically shrink the platform’s perceived market dominance.</p><p style=\"text-align: start;\">Netflix’s Sarandos met with Trump at the White House recently to lobby for the acquisition, Bloomberg reported earlier. Trump confirmed that meeting. Netflix wasn’t any kind of all-powerful monopoly, the executive argued at that time, and had suffered its own subscriber losses a couple of years earlier, according to people familiar with the matter.</p><p>By choosing Netflix, Warner Bros. jilted Paramount Skydance Corp., a move that risks touching off a political battle in Washington. Paramount is backed by the world’s second-richest man, Larry Ellison, and has touted longstanding ties to Trump. The acquisition of Paramount, which closed in August, has won public praise from the president.</p><p style=\"text-align: start;\">US lawmakers from both parties, including Republican Representative Darrell Issa and Democratic Senator Elizabeth Warren, have already faulted the transaction — which would create a global streaming giant with 450 million users — as harmful to consumers.</p><p style=\"text-align: start;\">European Union regulators are also likely to subject the Netflix proposal to an intensive review. In the UK, the deal has already drawn scrutiny before the announcement, with House of Lords member Baroness Luciana Berger pressing the government on how the transaction would impact competition and consumer prices.</p><p style=\"text-align: start;\">Even though the antitrust review only targets the streaming business, Netflix remains confident that it will eventually win. According to someone familiar with the company's thinking, the company also mentioned Amazon's "Prime" service and Walt Disney Company as other major competitors.</p><p>This person said that Netflix is likely to argue that more than 75% of HBO Max users also subscribe to Netflix, so the two are complementary products rather than competing ones. These people requested anonymity as they were discussing confidential matters. The company is expected to present the view that by acquiring Warner Bros., eliminating redundant back-end technologies, and bundling Netflix with Max, it can reduce content costs and achieve price reductions.</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>Donald Trump Warns Netflix-Warner Deal May Pose Antitrust Problem</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\">\nDonald Trump Warns Netflix-Warner Deal May Pose Antitrust Problem\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\">2025-12-08 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President Donald Trump raised potential antitrust concerns for Netflix Inc.’s planned acquisition of Warner Bros. Discovery Inc., noting that the market share of the combined entity may pose problems.</p><p>Trump’s comments, made as he arrived at the Kennedy Center for an event on Sunday, may spur concerns regulators will oppose the coupling of the world’s dominant streaming service with a Hollywood icon. The company faces a lengthy Justice Department review of a deal that would reshape the entertainment industry.</p><p style=\"text-align: start;\">“Well, that’s got to go through a process, and we’ll see what happens,” Trump said when asked about the deal, confirming he met Netflix co-Chief Executive Officer Ted Sarandos recently. “But it is a big market share. It could be a problem.”</p><p style=\"text-align: start;\">Bets on prediction marketplace Polymarket showed a 23% chance of Netflix closing the acquisition by the end of 2026, down from around 60% just before Trump’s comments. Warner Bros. rose 1% in early trading on the Blue Ocean trading platform, while Netflix dropped 1.4%.</p><p>The deal would combine the world’s No. 1 streaming player with HBO Max. The Justice Department’s antitrust division, which would review the transaction in the US, could argue that the deal is illegal because the combined market share would put Netflix well over a 30% threshold.</p><p style=\"text-align: start;\">Netflix has “a very big market share, and when they have Warner Brothers, you know, that share goes up a lot,” the president said, adding that he will be personally involved in the decision-making process.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4f3899a86fc88a5e0b2409855671cc4\" tg-width=\"529\" tg-height=\"388\"/></p><p>Netflix is expected to argue that other services such as Alphabet Inc.’s YouTube and ByteDance Ltd.’s TikTok should be included in any analysis of the market, which would dramatically shrink the platform’s perceived market dominance.</p><p style=\"text-align: start;\">Netflix’s Sarandos met with Trump at the White House recently to lobby for the acquisition, Bloomberg reported earlier. Trump confirmed that meeting. Netflix wasn’t any kind of all-powerful monopoly, the executive argued at that time, and had suffered its own subscriber losses a couple of years earlier, according to people familiar with the matter.</p><p>By choosing Netflix, Warner Bros. jilted Paramount Skydance Corp., a move that risks touching off a political battle in Washington. Paramount is backed by the world’s second-richest man, Larry Ellison, and has touted longstanding ties to Trump. The acquisition of Paramount, which closed in August, has won public praise from the president.</p><p style=\"text-align: start;\">US lawmakers from both parties, including Republican Representative Darrell Issa and Democratic Senator Elizabeth Warren, have already faulted the transaction — which would create a global streaming giant with 450 million users — as harmful to consumers.</p><p style=\"text-align: start;\">European Union regulators are also likely to subject the Netflix proposal to an intensive review. In the UK, the deal has already drawn scrutiny before the announcement, with House of Lords member Baroness Luciana Berger pressing the government on how the transaction would impact competition and consumer prices.</p><p style=\"text-align: start;\">Even though the antitrust review only targets the streaming business, Netflix remains confident that it will eventually win. According to someone familiar with the company's thinking, the company also mentioned Amazon's "Prime" service and Walt Disney Company as other major competitors.</p><p>This person said that Netflix is likely to argue that more than 75% of HBO Max users also subscribe to Netflix, so the two are complementary products rather than competing ones. These people requested anonymity as they were discussing confidential matters. The company is expected to present the view that by acquiring Warner Bros., eliminating redundant back-end technologies, and bundling Netflix with Max, it can reduce content costs and achieve price reductions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBD":"WARNER BROS DISCOVERY INC","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150856254","content_text":"President Donald Trump raised potential antitrust concerns for Netflix Inc.’s planned acquisition of Warner Bros. Discovery Inc., noting that the market share of the combined entity may pose problems.Trump’s comments, made as he arrived at the Kennedy Center for an event on Sunday, may spur concerns regulators will oppose the coupling of the world’s dominant streaming service with a Hollywood icon. The company faces a lengthy Justice Department review of a deal that would reshape the entertainment industry.“Well, that’s got to go through a process, and we’ll see what happens,” Trump said when asked about the deal, confirming he met Netflix co-Chief Executive Officer Ted Sarandos recently. “But it is a big market share. It could be a problem.”Bets on prediction marketplace Polymarket showed a 23% chance of Netflix closing the acquisition by the end of 2026, down from around 60% just before Trump’s comments. Warner Bros. rose 1% in early trading on the Blue Ocean trading platform, while Netflix dropped 1.4%.The deal would combine the world’s No. 1 streaming player with HBO Max. The Justice Department’s antitrust division, which would review the transaction in the US, could argue that the deal is illegal because the combined market share would put Netflix well over a 30% threshold.Netflix has “a very big market share, and when they have Warner Brothers, you know, that share goes up a lot,” the president said, adding that he will be personally involved in the decision-making process.Netflix is expected to argue that other services such as Alphabet Inc.’s YouTube and ByteDance Ltd.’s TikTok should be included in any analysis of the market, which would dramatically shrink the platform’s perceived market dominance.Netflix’s Sarandos met with Trump at the White House recently to lobby for the acquisition, Bloomberg reported earlier. Trump confirmed that meeting. Netflix wasn’t any kind of all-powerful monopoly, the executive argued at that time, and had suffered its own subscriber losses a couple of years earlier, according to people familiar with the matter.By choosing Netflix, Warner Bros. jilted Paramount Skydance Corp., a move that risks touching off a political battle in Washington. Paramount is backed by the world’s second-richest man, Larry Ellison, and has touted longstanding ties to Trump. The acquisition of Paramount, which closed in August, has won public praise from the president.US lawmakers from both parties, including Republican Representative Darrell Issa and Democratic Senator Elizabeth Warren, have already faulted the transaction — which would create a global streaming giant with 450 million users — as harmful to consumers.European Union regulators are also likely to subject the Netflix proposal to an intensive review. In the UK, the deal has already drawn scrutiny before the announcement, with House of Lords member Baroness Luciana Berger pressing the government on how the transaction would impact competition and consumer prices.Even though the antitrust review only targets the streaming business, Netflix remains confident that it will eventually win. According to someone familiar with the company's thinking, the company also mentioned Amazon's \"Prime\" service and Walt Disney Company as other major competitors.This person said that Netflix is likely to argue that more than 75% of HBO Max users also subscribe to Netflix, so the two are complementary products rather than competing ones. These people requested anonymity as they were discussing confidential matters. The company is expected to present the view that by acquiring Warner Bros., eliminating redundant back-end technologies, and bundling Netflix with Max, it can reduce content costs and achieve price reductions.","news_type":1,"symbols_score_info":{"WBD":2,"NFLX":2}},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508461980967800,"gmtCreate":1765157970625,"gmtModify":1765157973475,"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/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/69e71929040062c0dd746a817e0263bf","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508461980967800","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":506287984968624,"gmtCreate":1764635593062,"gmtModify":1764635596242,"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":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506287984968624","repostId":"1165743496","repostType":2,"repost":{"id":"1165743496","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":1764633754,"share":"https://ttm.financial/m/news/1165743496?lang=en_US&edition=fundamental","pubTime":"2025-12-02 08:02","market":"sh","language":"en","title":"Renowned Investor Michael Burry Discloses Short Position Against Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1165743496","media":"Deep News","summary":"According to reports, prominent investor Michael Burry revealed on Substack that he is shorting shares of electric vehicle manufacturer Tesla Motors. Burry, who famously predicted the 2008 housing...","content":"<p>According to reports, prominent investor Michael Burry revealed on Substack that he is shorting shares of electric vehicle manufacturer Tesla Motors. Burry, who famously predicted the 2008 housing market collapse, stated that Tesla's stock valuation is \"ridiculously high.\"</p>\n<p>Tesla's shares have risen 6.5% this year, with a forward price-to-earnings ratio nearing 200 based on projected profits over the next 12 months. The stock closed largely flat on Monday, with minimal movement in after-hours trading.</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>Renowned Investor Michael Burry Discloses Short Position Against Tesla</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\">\nRenowned Investor Michael Burry Discloses Short Position Against Tesla\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\">2025-12-02 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>According to reports, prominent investor Michael Burry revealed on Substack that he is shorting shares of electric vehicle manufacturer Tesla Motors. Burry, who famously predicted the 2008 housing market collapse, stated that Tesla's stock valuation is \"ridiculously high.\"</p>\n<p>Tesla's shares have risen 6.5% this year, with a forward price-to-earnings ratio nearing 200 based on projected profits over the next 12 months. The stock closed largely flat on Monday, with minimal movement in after-hours trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4099":"汽车制造商","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Burry, who famously predicted the 2008 housing market collapse, stated that Tesla's stock valuation is \"ridiculously high.\"\nTesla's shares have risen 6.5% this year, with a forward price-to-earnings ratio nearing 200 based on projected profits over the next 12 months. The stock closed largely flat on Monday, with minimal movement in after-hours trading.","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506034439123784,"gmtCreate":1764551783434,"gmtModify":1764551786338,"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/10285a03945fc74263aa04fbe7e67714","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506034439123784","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":505401484260152,"gmtCreate":1764397287659,"gmtModify":1764397292028,"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":"2A 1B 1C... Be greedy when others are fearful. Be fearful when others are greedy.","listText":"2A 1B 1C... Be greedy when others are fearful. Be fearful when others are greedy.","text":"2A 1B 1C... Be greedy when others are fearful. Be fearful when others are greedy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505401484260152","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503860001251544,"gmtCreate":1764035892203,"gmtModify":1764035894927,"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/09868\">$XPENG-W(09868)$ </a><v-v data-views=\"1\"></v-v> 🐄🐃🐂🦬🐮🚀🌚","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$ </a><v-v data-views=\"1\"></v-v> 🐄🐃🐂🦬🐮🚀🌚","text":"$XPENG-W(09868)$ 🐄🐃🐂🦬🐮🚀🌚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503860001251544","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503540467622352,"gmtCreate":1763943302979,"gmtModify":1763943306142,"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/196e6615c5af8ca2bb828ebb5172ab90","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503540467622352","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":502647697252864,"gmtCreate":1763725316243,"gmtModify":1763725320352,"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 need to save for a rainy 🌧 day!","listText":"I need to save for a rainy 🌧 day!","text":"I need to save for a rainy 🌧 day!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/502647697252864","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"I like to buy & collect watches [Facepalm]","listText":"I like to buy & 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":1768,"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,"authorIdStr":"4109941540501062","idStr":"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,"authorIdStr":"4109941540501062","idStr":"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,"authorIdStr":"3568262728204718","idStr":"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":1977,"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,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> to infinity & beyond! 🚀🌙","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> to infinity & 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":1465,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010977","authorId":"10000000000010977","name":"SiliconTracker","avatar":"https://static.tigerbbs.com/488cfd11df10dfce68c02b0509308e33","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010977","idStr":"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,"authorIdStr":"3568262728204718","idStr":"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":1735,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087437757420620","authorId":"4087437757420620","name":"IMRainmaker","avatar":"https://static.tigerbbs.com/18fb455bb4d6638a7868eb281bc37d7c","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4087437757420620","idStr":"4087437757420620"},"content":"Back to $2 soon","text":"Back to $2 soon","html":"Back to $2 soon"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":416229018489192,"gmtCreate":1742603410425,"gmtModify":1742803227234,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity & beyond! 🚀🌙","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> not selling. to infinity & 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":1684,"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,"authorIdStr":"3568262728204718","idStr":"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":2494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000462","authorId":"9000000000000462","name":"MyrnaNorth","avatar":"https://static.tigerbbs.com/93d5c39d60e3b5c35cd699bf7d148556","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000462","idStr":"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,"authorIdStr":"9000000000000641","idStr":"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,"authorIdStr":"3568262728204718","idStr":"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$13.58 per ADS (the “Acquisition”).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":14,"repostSize":0,"link":"https://ttm.financial/post/9911074373","isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934103195,"gmtCreate":1663201500618,"gmtModify":1676537225185,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus? ","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus? ","text":"$NIO Inc.(NIO)$https://www.tipranks.com/news/article/tesla-tsla-general-motors-gm-or-nio-nio-which-ev-stock-earns-the-streets-strong-buy-consensus?fbclid=IwAR0tL9bkv9rWacMd1HOgDRVWWSYEJSp7dEnVzKV0KquEv28dT1O8jcPpmgsTesla (TSLA), General Motors (GM), or Nio (NIO): Which EV Stock Earns the Street’s “Strong Buy” Consensus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9934103195","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582336414789652","authorId":"3582336414789652","name":"Svengers19","avatar":"https://static.tigerbbs.com/6fdf90ae5f065baeb154898ca8d848d2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582336414789652","idStr":"3582336414789652"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458890180407920,"gmtCreate":1753070720292,"gmtModify":1753070723850,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JOBY\">$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":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":389015891132656,"gmtCreate":1736000392857,"gmtModify":1736000396965,"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":"<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$ </a><v-v data-views=\"1\"></v-v> 🦬🐮🐂🐃🐄","listText":"<a href=\"https://ttm.financial/S/JOBY\">$Joby Aviation, Inc.(JOBY)$ </a><v-v data-views=\"1\"></v-v> 🦬🐮🐂🐃🐄","text":"$Joby Aviation, Inc.(JOBY)$ 🦬🐮🐂🐃🐄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389015891132656","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":337451845472272,"gmtCreate":1723421790984,"gmtModify":1723421794760,"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":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$ </a><v-v data-views=\"1\"></v-v> huat ah!","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$ </a><v-v data-views=\"1\"></v-v> huat ah!","text":"$Singtel(Z74.SI)$ huat ah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337451845472272","isVote":1,"tweetType":1,"viewCount":1775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288984928747520,"gmtCreate":1711577419192,"gmtModify":1711577422811,"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":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a> to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$ </a> to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","text":"$Reddit(RDDT)$ to be the mother of all meme stocks since it originated most if not all of the meme stocks! 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/288984928747520","isVote":1,"tweetType":1,"viewCount":4760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252985914269752,"gmtCreate":1702774836808,"gmtModify":1702774839673,"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":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> has been in the same situation before and it has & will always recover. in Elon we trust!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> has been in the same situation before and it has & will always recover. in Elon we trust!","text":"$Tesla Motors(TSLA)$ has been in the same situation before and it has & will always recover. in Elon we trust!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/252985914269752","isVote":1,"tweetType":1,"viewCount":2699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018739072,"gmtCreate":1649086136170,"gmtModify":1676534448265,"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":"smart move to exit India. India's loss!","listText":"smart move to exit India. India's loss!","text":"smart move to exit India. India's loss!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018739072","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=en_US&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</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\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8 <a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124064838,"gmtCreate":1624708930024,"gmtModify":1703843965191,"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":"✌","listText":"✌","text":"✌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/124064838","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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":"us","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&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&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&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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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&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&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&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":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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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 $30 billion in cloud services and contract up to a gigawatt of additional computing capacity from Microsoft.In the past three months, Microsoft stock has fallen about 11%, while the S&P 500 index has gained 1%, with investors pondering the risk of generative AI models hurting the growth prospects for traditional software.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273398193492192,"gmtCreate":1707785399532,"gmtModify":1707786213566,"author":{"id":"3568262728204718","authorId":"3568262728204718","name":"ICEsh00ter","avatar":"https://static.tigerbbs.com/e8d9d76c266e1d33abd00a525a8a445c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568262728204718","idStr":"3568262728204718"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$ </a><v-v data-views=\"1\"></v-v> https://www.indiatoday.in/business/story/disney-reliance-media-merger-final-negotiations-february-17-2500738-2024-02-12","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$ </a><v-v data-views=\"1\"></v-v> https://www.indiatoday.in/business/story/disney-reliance-media-merger-final-negotiations-february-17-2500738-2024-02-12","text":"$Walt Disney(DIS)$ https://www.indiatoday.in/business/story/disney-reliance-media-merger-final-negotiations-february-17-2500738-2024-02-12","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/273398193492192","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002060565,"gmtCreate":1641863620668,"gmtModify":1676533656406,"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":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>🚀🌚","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>🚀🌚","text":"$Tesla Motors(TSLA)$🚀🌚","images":[{"img":"https://static.itradeup.com/news/5ee94e6452d4504c4fd46b7c5512b174","width":"1080","height":"3218"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002060565","isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":274314141106456,"gmtCreate":1708009021361,"gmtModify":1708009025683,"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 still prefer Google over Bing.","listText":"I still prefer Google over Bing.","text":"I still prefer Google over Bing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274314141106456","repostId":"1194802932","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197614267,"gmtCreate":1621463457559,"gmtModify":1704357859028,"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":"wow ","listText":"wow ","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/197614267","repostId":"2136866946","repostType":2,"repost":{"id":"2136866946","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":1621481700,"share":"https://ttm.financial/m/news/2136866946?lang=en_US&edition=fundamental","pubTime":"2021-05-20 11:35","market":"us","language":"en","title":"Why is crypto crashing? Will bitcoin prices ever recover? Here's what traders and investors say","url":"https://stock-news.laohu8.com/highlight/detail?id=2136866946","media":"Dow Jones","summary":"Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the worl","content":"<p>Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the world's No. 1 crypto that had begun over the past 10 days or so, investors and industry specialists told MarketWatch.</p><p>At last check, bitcoin prices were changing hands at $38,732,56 on CoinDesk, which is actually a remarkable feat since it touched a session low of $30,201.96 before bouncing back.</p><p>Prices of Ether on the ethereum blockchain were off 22% at $2,608.84 after touching an intraday nadir at 1,902.08, and dogecoin was off 25%, changing hands at 35.8 cents.</p><p>When bitcoin sneezes the rest of the crypto complex catches a cold because the dominant digital asset has increasingly become a gauge of sentiment not just in nonconventional markets but as a measure of risk appetite more broadly.</p><p>Crypto markets have shaved more than $850 billion from their combined market value, according to CoinMarketCap.com .</p><p>The stock market also saw substantial selling on the day, which abated somewhat by the closing bell. The Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index suffered a third straight day of losses.</p><p><b>Why is bitcoin crashing?</b></p><p>Don't call it a crash. Bitcoin is falling, but its an asset known for volatile periods.</p><p>Its current slump isn't pegged to <a href=\"https://laohu8.com/S/AONE\">one</a> single event or piece of news but was instead being blamed on fear, uncertainty and doubt, or FUD, in the parlance of crypto traders. Fear, at least partly, centered on China's digital-asset policy. The People's Republic was reportedly cracking down in the use of digital assets. For veteran crypto investors, such reports aren't new.</p><p>Meanwhile, bearish tweets from crypto enthusiast Elon Musk were also credited with tanking the crypto complex. Musk said earlier this month that he would no longer allow bitcoin to be used for payment at electric-vehicle maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> until the crypto becomes more environmentally friendly.</p><p>Musk had been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the key reasons that crypto broadly had been on an uptrend, with his tweets on meme coin dogecoin and bitcoin supporting an uptrend in those assets.</p><p>Separately, analysts at JPMorgan Chase & Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, including Nikolaos Panigirtzoglou, make the case that investors in bitcoin were shifting to gold futures , which coincidentally has been seeing steady climbs in recent trade.</p><p>\"Institutional investors appear to be shifting away from bitcoin and back into traditional gold,\" they wrote.</p><p>Market participants told MarketWatch that Wednesday's losses also were being amplified by the use of leverage which was forcing margin calls at some crypto trading platforms.</p><p>Complicating matters, some crypto trading platforms, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a>, experienced outages that appeared to help put further pressure on prices.</p><p>A spokeswoman for Coinbase said that the company's trading problems have since been resolved.</p><p><b>Will bitcoin prices recover?</b></p><p>Bitcoin and crypto are inherently volatile.</p><p>That said, bullish investors are advocating that long-term investors stay the course or review their original investment thesis before dumping crypto holdings.</p><p>Over the course of the past 11 years, bitcoin has seen more than 750 instances where prices saw a daily change of 5% or greater, more than 230 instances in which it swung by at least 10% and nearly 50 times that it has moved by at least 20%, according to Dow Jones Market Data.</p><p><img src=\"https://static.tigerbbs.com/3a9b524aebc2782da130debec2184082\" tg-width=\"936\" tg-height=\"204\"></p><p>\"Correction in the cryptocurrency market is a common phenomenon. It doesn't mean, however, that a bear market is under way,\" wrote Konstantin Boyko-Romanovsky, CEO and founder of Allnodes, in emailed comments.</p><p>To be sure, past performance is no guarantee of future results but that is what bullish investors tend to hang their hats on when they advocate for long-term ownership of bitcoin and its ilk.</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>Why is crypto crashing? Will bitcoin prices ever recover? Here's what traders and investors say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy is crypto crashing? Will bitcoin prices ever recover? Here's what traders and investors say\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\">2021-05-20 11:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the world's No. 1 crypto that had begun over the past 10 days or so, investors and industry specialists told MarketWatch.</p><p>At last check, bitcoin prices were changing hands at $38,732,56 on CoinDesk, which is actually a remarkable feat since it touched a session low of $30,201.96 before bouncing back.</p><p>Prices of Ether on the ethereum blockchain were off 22% at $2,608.84 after touching an intraday nadir at 1,902.08, and dogecoin was off 25%, changing hands at 35.8 cents.</p><p>When bitcoin sneezes the rest of the crypto complex catches a cold because the dominant digital asset has increasingly become a gauge of sentiment not just in nonconventional markets but as a measure of risk appetite more broadly.</p><p>Crypto markets have shaved more than $850 billion from their combined market value, according to CoinMarketCap.com .</p><p>The stock market also saw substantial selling on the day, which abated somewhat by the closing bell. The Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index suffered a third straight day of losses.</p><p><b>Why is bitcoin crashing?</b></p><p>Don't call it a crash. Bitcoin is falling, but its an asset known for volatile periods.</p><p>Its current slump isn't pegged to <a href=\"https://laohu8.com/S/AONE\">one</a> single event or piece of news but was instead being blamed on fear, uncertainty and doubt, or FUD, in the parlance of crypto traders. Fear, at least partly, centered on China's digital-asset policy. The People's Republic was reportedly cracking down in the use of digital assets. For veteran crypto investors, such reports aren't new.</p><p>Meanwhile, bearish tweets from crypto enthusiast Elon Musk were also credited with tanking the crypto complex. Musk said earlier this month that he would no longer allow bitcoin to be used for payment at electric-vehicle maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> until the crypto becomes more environmentally friendly.</p><p>Musk had been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the key reasons that crypto broadly had been on an uptrend, with his tweets on meme coin dogecoin and bitcoin supporting an uptrend in those assets.</p><p>Separately, analysts at JPMorgan Chase & Co. <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, including Nikolaos Panigirtzoglou, make the case that investors in bitcoin were shifting to gold futures , which coincidentally has been seeing steady climbs in recent trade.</p><p>\"Institutional investors appear to be shifting away from bitcoin and back into traditional gold,\" they wrote.</p><p>Market participants told MarketWatch that Wednesday's losses also were being amplified by the use of leverage which was forcing margin calls at some crypto trading platforms.</p><p>Complicating matters, some crypto trading platforms, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a>, experienced outages that appeared to help put further pressure on prices.</p><p>A spokeswoman for Coinbase said that the company's trading problems have since been resolved.</p><p><b>Will bitcoin prices recover?</b></p><p>Bitcoin and crypto are inherently volatile.</p><p>That said, bullish investors are advocating that long-term investors stay the course or review their original investment thesis before dumping crypto holdings.</p><p>Over the course of the past 11 years, bitcoin has seen more than 750 instances where prices saw a daily change of 5% or greater, more than 230 instances in which it swung by at least 10% and nearly 50 times that it has moved by at least 20%, according to Dow Jones Market Data.</p><p><img src=\"https://static.tigerbbs.com/3a9b524aebc2782da130debec2184082\" tg-width=\"936\" tg-height=\"204\"></p><p>\"Correction in the cryptocurrency market is a common phenomenon. It doesn't mean, however, that a bear market is under way,\" wrote Konstantin Boyko-Romanovsky, CEO and founder of Allnodes, in emailed comments.</p><p>To be sure, past performance is no guarantee of future results but that is what bullish investors tend to hang their hats on when they advocate for long-term ownership of bitcoin and its ilk.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","COIN":"Coinbase Global, Inc.","JPM":"摩根大通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136866946","content_text":"Bitcoin sold off sharply Wednesday. The slump represented an acceleration of a downtrend in the world's No. 1 crypto that had begun over the past 10 days or so, investors and industry specialists told MarketWatch.At last check, bitcoin prices were changing hands at $38,732,56 on CoinDesk, which is actually a remarkable feat since it touched a session low of $30,201.96 before bouncing back.Prices of Ether on the ethereum blockchain were off 22% at $2,608.84 after touching an intraday nadir at 1,902.08, and dogecoin was off 25%, changing hands at 35.8 cents.When bitcoin sneezes the rest of the crypto complex catches a cold because the dominant digital asset has increasingly become a gauge of sentiment not just in nonconventional markets but as a measure of risk appetite more broadly.Crypto markets have shaved more than $850 billion from their combined market value, according to CoinMarketCap.com .The stock market also saw substantial selling on the day, which abated somewhat by the closing bell. The Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index suffered a third straight day of losses.Why is bitcoin crashing?Don't call it a crash. Bitcoin is falling, but its an asset known for volatile periods.Its current slump isn't pegged to one single event or piece of news but was instead being blamed on fear, uncertainty and doubt, or FUD, in the parlance of crypto traders. Fear, at least partly, centered on China's digital-asset policy. The People's Republic was reportedly cracking down in the use of digital assets. For veteran crypto investors, such reports aren't new.Meanwhile, bearish tweets from crypto enthusiast Elon Musk were also credited with tanking the crypto complex. Musk said earlier this month that he would no longer allow bitcoin to be used for payment at electric-vehicle maker Tesla $(TSLA)$ until the crypto becomes more environmentally friendly.Musk had been one of the key reasons that crypto broadly had been on an uptrend, with his tweets on meme coin dogecoin and bitcoin supporting an uptrend in those assets.Separately, analysts at JPMorgan Chase & Co. $(JPM)$, including Nikolaos Panigirtzoglou, make the case that investors in bitcoin were shifting to gold futures , which coincidentally has been seeing steady climbs in recent trade.\"Institutional investors appear to be shifting away from bitcoin and back into traditional gold,\" they wrote.Market participants told MarketWatch that Wednesday's losses also were being amplified by the use of leverage which was forcing margin calls at some crypto trading platforms.Complicating matters, some crypto trading platforms, including Coinbase Global $(COIN)$, experienced outages that appeared to help put further pressure on prices.A spokeswoman for Coinbase said that the company's trading problems have since been resolved.Will bitcoin prices recover?Bitcoin and crypto are inherently volatile.That said, bullish investors are advocating that long-term investors stay the course or review their original investment thesis before dumping crypto holdings.Over the course of the past 11 years, bitcoin has seen more than 750 instances where prices saw a daily change of 5% or greater, more than 230 instances in which it swung by at least 10% and nearly 50 times that it has moved by at least 20%, according to Dow Jones Market Data.\"Correction in the cryptocurrency market is a common phenomenon. It doesn't mean, however, that a bear market is under way,\" wrote Konstantin Boyko-Romanovsky, CEO and founder of Allnodes, in emailed comments.To be sure, past performance is no guarantee of future results but that is what bullish investors tend to hang their hats on when they advocate for long-term ownership of bitcoin and its ilk.","news_type":1,"symbols_score_info":{"COIN":0.9,"JPM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}