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02-13 21:37

$Applied Materials(AMAT)$ More Buying Uptrend

02-07

99

02-05

Selling for money

Alphabet Says Capital Spending in 2026 Could Double, Cloud Business Booms

02-03

Buying

Storage Stocks Jump; Western Digital up 7%; Seagate, SanDisk up 3%

02-03

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Bull up to 88 More buy again

02-03

$SGX(S68.SI)$ Bull run Keeps buying on

02-03

Buying more

Palantir Achieves Another Revenue Record With $1.41 Billion Quarter -- WSJ

02-03

Buying more

Palantir Reports Surging Q4 Growth and Profitability Acceleration

02-03

Buying more

Palantir says Q4 revenue growth rate of 70% y/y is highest ever

02-03

Buying more

Tesla (TSLA.US) CEO Musk Plans to Merge SpaceX and xAI, Combined Valuation Could Reach $1.25 Trillion

02-03

Buying more

Palantir Stock Extends Rally to 10% as AI Demand Drives Another Record Quarter

02-03

Buying

Palantir Revenue Soars 70% Year-Over-Year, Full-Year Guidance Far Exceeds Expectations, Stock Rises ~8% After Hours

01-30

Buying

What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage

01-29

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Power buying

01-29

Buying this growth up trend

What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage

01-29

Selling

Earning Preview: Pfizer’s revenue is expected to decrease by 2.32%, and institutional views are cautious

01-29

Buying on

S&P 500 Touches 7,000 For The First Time, Led By A Surprising Group Of Stocks

01-29

Buying

Intel CFO David Zinsner Reports Acquisition of Common Shares

01-28

$Palantir Technologies Inc.(PLTR)$ buying

01-28

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Buying

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for money","listText":"Selling for money","text":"Selling for money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529280910803128","repostId":"2609131825","repostType":4,"repost":{"id":"2609131825","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1770240278,"share":"https://ttm.financial/m/news/2609131825?lang=en_US&edition=fundamental","pubTime":"2026-02-05 05:24","market":"us","language":"en","title":"Alphabet Says Capital Spending in 2026 Could Double, Cloud Business Booms","url":"https://stock-news.laohu8.com/highlight/detail?id=2609131825","media":"Reuters","summary":"$Alphabet(GOOGL)$ said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google parent as it deepens investments to allay...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google parent as it deepens investments to allay constraints on compute capacity and push ahead in the AI race.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e974519a266b7298625d6cf0960b7d10\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Alphabet and its Big Tech rivals are expected to collectively shell out more than $500 billion on AI this year. Meta last week hiked capital investment for AI development this year by 73%, while Microsoft also reported record quarterly capital expenditure.</p><p><a href=\"https://ttm.financial/m/live/1855523160176730/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221855523160176730%22%2C%22type%22%3A2%7D\" title=\"【Live: Google 2025Q4 Earnings Conference Call】\" target=\"_blank\" class=\"\">【Live: Google 2025Q4 Earnings Conference Call】</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b383c2db4a0f8ab8f2a7a0bbc2fa6be\" title=\"\" tg-width=\"849\" tg-height=\"606\"/></p><p>The aggressive expansion in outlay comes at a time when investors have increasingly grown concerned about payoffs from AI investments. Google, however, has been able to show strong progress in its AI efforts, and its stock has surged 76% since the beginning of 2025.</p><p>&#34;We are seeing our AI investments and infrastructure drive revenue and growth across the board,&#34; CEO Sundar Pichai told analysts on a conference call on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f6fa1628de639c17e5e48d8c914fb993\" title=\"Gemini 3 success, AI benefits in ad business drive investor confidence in Google parent\" tg-width=\"1435\" tg-height=\"1078\"/><span>Gemini 3 success, AI benefits in ad business drive investor confidence in Google parent</span></p><p>Alphabet executives said that investments in AI computing power capacity - servers, data centers and networking equipment - were central to the company&#39;s plans to target capital expenditure of $175 billion to $185 billion this year, up from $91.45 billion in 2025. Analysts had expected on average that it would spend about $115.26 billion this year, according to data compiled by LSEG.</p><p>Alphabet shares were volatile in after-hours trading - falling 6% before recouping some losses to trade down 2%, as investors weighed the swell in spending against surging revenue and profit, both of which beat expectations in the December quarter.</p><p>The company&#39;s cloud business in particular reported stellar growth in the fourth quarter ended December, surging 48% to $17.7 billion, beating analyst expectations.</p><p>&#34;We&#39;ve been supply-constrained, even as we&#39;ve been ramping up our capacity,&#34; Pichai said. &#34;Obviously, our capex spend this year is an eye towards the future.&#34;</p><p>Pichai said he expected Alphabet to face continued capacity constraints through the year.</p><h3 id=\"id_2023230819\" style=\"text-align: start;\">GOOGLE IS NOW A LEGITIMATE HYPERSCALER ALONGSIDE AMAZON AND MICROSOFT</h3><p>The launch of Google&#39;s Gemini 3 AI model in November reshaped the narrative around Google as an AI laggard. The strong reception propelled the company in the AI arms race and prompted rival OpenAI to issue an internal &#34;code red&#34; to push teams to accelerate development.</p><p>Google&#39;s enterprise-grade Gemini model has sold 8 million paying seats across 2,800 companies, Pichai said. Last month, Google scored one of its biggest deals yet, a cloud partnership with Apple to power the iPhone maker&#39;s AI offerings with its Gemini models.</p><p>The cloud division&#39;s growth was &#34;importantly higher growth than Microsoft Azure for the first time in several years,&#34; helping the parent company to justify the capex hike, said Gil Luria, a D.A. Davidson analyst.</p><p>&#34;Cloud at 48% growth with rapidly expanding margins is no longer a &#39;show me&#39; story: they showed us,&#34; said Ethan Feller, stock strategist at Zacks Investment Research. &#34;Google has established itself as a legitimate hyperscaler alongside Amazon and Microsoft, with AI workloads driving real enterprise demand.&#34;</p><p>Alphabet executives have touted the cloud as a proof point of AI-driven revenue on past earnings calls, but the most recent quarter suggested newfound confidence in messaging around growth from other parts of the business, like the search engine, that have been bolstered by AI integrations.</p><p>Google&#39;s Gemini AI assistant app now has more than 750 million users per month, Pichai said, up by 100 million compared with November. Daily queries in AI Mode, a chatbot-like feature in its native search engine, have also doubled since launch.</p><p>Gemini has helped the advertising unit to deliver ads on long, complex search queries that were previously difficult to monetize, Google&#39;s chief business officer, Philipp Schindler, told analysts.</p><p>The company reported total revenue of $113.83 billion for the quarter, beating analyst estimates of $111.43 billion, per LSEG data. Adjusted profit per share of $2.82 also beat estimates of $2.63.</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>Alphabet Says Capital Spending in 2026 Could Double, Cloud Business Booms</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\">\nAlphabet Says Capital Spending in 2026 Could Double, Cloud Business Booms\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-05 05:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google parent as it deepens investments to allay constraints on compute capacity and push ahead in the AI race.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e974519a266b7298625d6cf0960b7d10\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Alphabet and its Big Tech rivals are expected to collectively shell out more than $500 billion on AI this year. Meta last week hiked capital investment for AI development this year by 73%, while Microsoft also reported record quarterly capital expenditure.</p><p><a href=\"https://ttm.financial/m/live/1855523160176730/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221855523160176730%22%2C%22type%22%3A2%7D\" title=\"【Live: Google 2025Q4 Earnings Conference Call】\" target=\"_blank\" class=\"\">【Live: Google 2025Q4 Earnings Conference Call】</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b383c2db4a0f8ab8f2a7a0bbc2fa6be\" title=\"\" tg-width=\"849\" tg-height=\"606\"/></p><p>The aggressive expansion in outlay comes at a time when investors have increasingly grown concerned about payoffs from AI investments. Google, however, has been able to show strong progress in its AI efforts, and its stock has surged 76% since the beginning of 2025.</p><p>&#34;We are seeing our AI investments and infrastructure drive revenue and growth across the board,&#34; CEO Sundar Pichai told analysts on a conference call on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f6fa1628de639c17e5e48d8c914fb993\" title=\"Gemini 3 success, AI benefits in ad business drive investor confidence in Google parent\" tg-width=\"1435\" tg-height=\"1078\"/><span>Gemini 3 success, AI benefits in ad business drive investor confidence in Google parent</span></p><p>Alphabet executives said that investments in AI computing power capacity - servers, data centers and networking equipment - were central to the company&#39;s plans to target capital expenditure of $175 billion to $185 billion this year, up from $91.45 billion in 2025. Analysts had expected on average that it would spend about $115.26 billion this year, according to data compiled by LSEG.</p><p>Alphabet shares were volatile in after-hours trading - falling 6% before recouping some losses to trade down 2%, as investors weighed the swell in spending against surging revenue and profit, both of which beat expectations in the December quarter.</p><p>The company&#39;s cloud business in particular reported stellar growth in the fourth quarter ended December, surging 48% to $17.7 billion, beating analyst expectations.</p><p>&#34;We&#39;ve been supply-constrained, even as we&#39;ve been ramping up our capacity,&#34; Pichai said. &#34;Obviously, our capex spend this year is an eye towards the future.&#34;</p><p>Pichai said he expected Alphabet to face continued capacity constraints through the year.</p><h3 id=\"id_2023230819\" style=\"text-align: start;\">GOOGLE IS NOW A LEGITIMATE HYPERSCALER ALONGSIDE AMAZON AND MICROSOFT</h3><p>The launch of Google&#39;s Gemini 3 AI model in November reshaped the narrative around Google as an AI laggard. The strong reception propelled the company in the AI arms race and prompted rival OpenAI to issue an internal &#34;code red&#34; to push teams to accelerate development.</p><p>Google&#39;s enterprise-grade Gemini model has sold 8 million paying seats across 2,800 companies, Pichai said. Last month, Google scored one of its biggest deals yet, a cloud partnership with Apple to power the iPhone maker&#39;s AI offerings with its Gemini models.</p><p>The cloud division&#39;s growth was &#34;importantly higher growth than Microsoft Azure for the first time in several years,&#34; helping the parent company to justify the capex hike, said Gil Luria, a D.A. Davidson analyst.</p><p>&#34;Cloud at 48% growth with rapidly expanding margins is no longer a &#39;show me&#39; story: they showed us,&#34; said Ethan Feller, stock strategist at Zacks Investment Research. &#34;Google has established itself as a legitimate hyperscaler alongside Amazon and Microsoft, with AI workloads driving real enterprise demand.&#34;</p><p>Alphabet executives have touted the cloud as a proof point of AI-driven revenue on past earnings calls, but the most recent quarter suggested newfound confidence in messaging around growth from other parts of the business, like the search engine, that have been bolstered by AI integrations.</p><p>Google&#39;s Gemini AI assistant app now has more than 750 million users per month, Pichai said, up by 100 million compared with November. Daily queries in AI Mode, a chatbot-like feature in its native search engine, have also doubled since launch.</p><p>Gemini has helped the advertising unit to deliver ads on long, complex search queries that were previously difficult to monetize, Google&#39;s chief business officer, Philipp Schindler, told analysts.</p><p>The company reported total revenue of $113.83 billion for the quarter, beating analyst estimates of $111.43 billion, per LSEG data. Adjusted profit per share of $2.82 also beat estimates of $2.63.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","BK4551":"寇图资本持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","GOOW":"Roundhill GOOGL WeeklyPay ETF","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","GOOX":"2倍做多GOOG ETF-T-REX","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","GOOY":"GOOGL期权收益策略ETF-YieldMax","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","GOU":"GraniteShares 2x Long GOOGL Daily ETF","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4528":"SaaS概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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\"A\" (USD) ACC","BK4588":"碎股","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260204:nL4N3Z02G9:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609131825","content_text":"Alphabet said on Wednesday that capital expenditure could as much as double this year, in yet another aggressive spending ramp-up by the Google parent as it deepens investments to allay constraints on compute capacity and push ahead in the AI race.Alphabet and its Big Tech rivals are expected to collectively shell out more than $500 billion on AI this year. Meta last week hiked capital investment for AI development this year by 73%, while Microsoft also reported record quarterly capital expenditure.【Live: Google 2025Q4 Earnings Conference Call】The aggressive expansion in outlay comes at a time when investors have increasingly grown concerned about payoffs from AI investments. Google, however, has been able to show strong progress in its AI efforts, and its stock has surged 76% since the beginning of 2025.\"We are seeing our AI investments and infrastructure drive revenue and growth across the board,\" CEO Sundar Pichai told analysts on a conference call on Wednesday.Gemini 3 success, AI benefits in ad business drive investor confidence in Google parentAlphabet executives said that investments in AI computing power capacity - servers, data centers and networking equipment - were central to the company's plans to target capital expenditure of $175 billion to $185 billion this year, up from $91.45 billion in 2025. Analysts had expected on average that it would spend about $115.26 billion this year, according to data compiled by LSEG.Alphabet shares were volatile in after-hours trading - falling 6% before recouping some losses to trade down 2%, as investors weighed the swell in spending against surging revenue and profit, both of which beat expectations in the December quarter.The company's cloud business in particular reported stellar growth in the fourth quarter ended December, surging 48% to $17.7 billion, beating analyst expectations.\"We've been supply-constrained, even as we've been ramping up our capacity,\" Pichai said. \"Obviously, our capex spend this year is an eye towards the future.\"Pichai said he expected Alphabet to face continued capacity constraints through the year.GOOGLE IS NOW A LEGITIMATE HYPERSCALER ALONGSIDE AMAZON AND MICROSOFTThe launch of Google's Gemini 3 AI model in November reshaped the narrative around Google as an AI laggard. The strong reception propelled the company in the AI arms race and prompted rival OpenAI to issue an internal \"code red\" to push teams to accelerate development.Google's enterprise-grade Gemini model has sold 8 million paying seats across 2,800 companies, Pichai said. Last month, Google scored one of its biggest deals yet, a cloud partnership with Apple to power the iPhone maker's AI offerings with its Gemini models.The cloud division's growth was \"importantly higher growth than Microsoft Azure for the first time in several years,\" helping the parent company to justify the capex hike, said Gil Luria, a D.A. Davidson analyst.\"Cloud at 48% growth with rapidly expanding margins is no longer a 'show me' story: they showed us,\" said Ethan Feller, stock strategist at Zacks Investment Research. \"Google has established itself as a legitimate hyperscaler alongside Amazon and Microsoft, with AI workloads driving real enterprise demand.\"Alphabet executives have touted the cloud as a proof point of AI-driven revenue on past earnings calls, but the most recent quarter suggested newfound confidence in messaging around growth from other parts of the business, like the search engine, that have been bolstered by AI integrations.Google's Gemini AI assistant app now has more than 750 million users per month, Pichai said, up by 100 million compared with November. Daily queries in AI Mode, a chatbot-like feature in its native search engine, have also doubled since launch.Gemini has helped the advertising unit to deliver ads on long, complex search queries that were previously difficult to monetize, Google's chief business officer, Philipp Schindler, told analysts.The company reported total revenue of $113.83 billion for the quarter, beating analyst estimates of $111.43 billion, per LSEG data. Adjusted profit per share of $2.82 also beat estimates of $2.63.","news_type":1,"symbols_score_info":{"GGLL":0.6,"GOU":0.6,"GGLS":0.6,"GOOW":0.6,"GOOG":2,"GOOY":0.6,"GOOGL":2,"GOOX":0.6}},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528825168392872,"gmtCreate":1770129873022,"gmtModify":1770129875960,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying","listText":"Buying","text":"Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528825168392872","repostId":"1151224113","repostType":4,"repost":{"id":"1151224113","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":1770129635,"share":"https://ttm.financial/m/news/1151224113?lang=en_US&edition=fundamental","pubTime":"2026-02-03 22:40","market":"us","language":"en","title":"Storage Stocks Jump; Western Digital up 7%; Seagate, SanDisk up 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151224113","media":"Tiger Newspress","summary":"Chip storage stocks jumped in Tuesday trading. Western Digital up 7%; Seagate, SanDisk up 3%; Silicon Motion up 2%.Western Digital said on Tuesday its board has approved $4 billion more for share...","content":"<html><head></head><body><p>Chip storage stocks jumped in Tuesday trading. </p><p>Western Digital up 7%; Seagate, SanDisk up 3%; Silicon Motion up 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d52c8095ab84fdda764ea99a7a9cb9e2\" tg-width=\"433\" tg-height=\"133\"/></p><p>Western Digital said on Tuesday its board has approved $4 billion more for share repurchases, as demand for its memory chips used in artificial intelligence servers surges.</p><p>A global shortage of memory chips has intensified competition among AI and consumer electronics companies for limited supplies, driving up prices and extending lead times as manufacturers struggle to ramp up capacity.</p><p style=\"text-align: start;\">The data storage company had about $484 million remaining for buybacks as of Monday under its prior authorization of $2 billion in May last year.</p><p style=\"text-align: start;\">Last week, the company forecast fiscal third-quarter revenue and profit above Wall Street expectations, betting on sales of its hard drives and flash storage for AI servers.</p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStorage Stocks Jump; Western Digital up 7%; Seagate, SanDisk up 3%\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\">2026-02-03 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chip storage stocks jumped in Tuesday trading. </p><p>Western Digital up 7%; Seagate, SanDisk up 3%; Silicon Motion up 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d52c8095ab84fdda764ea99a7a9cb9e2\" tg-width=\"433\" tg-height=\"133\"/></p><p>Western Digital said on Tuesday its board has approved $4 billion more for share repurchases, as demand for its memory chips used in artificial intelligence servers surges.</p><p>A global shortage of memory chips has intensified competition among AI and consumer electronics companies for limited supplies, driving up prices and extending lead times as manufacturers struggle to ramp up capacity.</p><p style=\"text-align: start;\">The data storage company had about $484 million remaining for buybacks as of Monday under its prior authorization of $2 billion in May last year.</p><p style=\"text-align: start;\">Last week, the company forecast fiscal third-quarter revenue and profit above Wall Street expectations, betting on sales of its hard drives and flash storage for AI servers.</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪","STX":"希捷科技","WDC":"西部数据","SNXX":"Tradr 2X Long SNDK Daily ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151224113","content_text":"Chip storage stocks jumped in Tuesday trading. Western Digital up 7%; Seagate, SanDisk up 3%; Silicon Motion up 2%.Western Digital said on Tuesday its board has approved $4 billion more for share repurchases, as demand for its memory chips used in artificial intelligence servers surges.A global shortage of memory chips has intensified competition among AI and consumer electronics companies for limited supplies, driving up prices and extending lead times as manufacturers struggle to ramp up capacity.The data storage company had about $484 million remaining for buybacks as of Monday under its prior authorization of $2 billion in May last year.Last week, the company forecast fiscal third-quarter revenue and profit above Wall Street expectations, betting on sales of its hard drives and flash storage for AI servers.","news_type":1,"symbols_score_info":{"STX":1.1,"SNDK":1.1,"WDC":1.1,"SNXX":1}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528801822893168,"gmtCreate":1770124055621,"gmtModify":1770124058926,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bull up to 88 More buy again","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bull up to 88 More buy again","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Bull up to 88 More buy again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528801822893168","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528704475370272,"gmtCreate":1770100410636,"gmtModify":1770100414143,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SGX(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bull run Keeps buying on","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SGX(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bull run Keeps buying on","text":"$SGX(S68.SI)$ Bull run Keeps buying on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528704475370272","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528593976132864,"gmtCreate":1770073313006,"gmtModify":1770073315511,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying more","listText":"Buying more","text":"Buying more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528593976132864","repostId":"2608890401","repostType":2,"repost":{"id":"2608890401","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":1770067020,"share":"https://ttm.financial/m/news/2608890401?lang=en_US&edition=fundamental","pubTime":"2026-02-03 05:17","market":"hk","language":"en","title":"Palantir Achieves Another Revenue Record With $1.41 Billion Quarter -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2608890401","media":"Dow Jones","summary":"Palantir Technologies reported another quarter of record revenue on Monday, reflecting strong demand for its AI technology from the U.S. government and commercial businesses in the face of public blowback for the role of its technology in immigration-enforcement actions.The Denver-based data-analytics company said it had $1.41 billion in sales for the final three months of last year, a year-over-year gain of 70%.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Heather Somerville \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies reported another quarter of record revenue on Monday, reflecting strong demand for its AI technology from the U.S. government and commercial businesses in the face of public blowback for the role of its technology in immigration-enforcement actions. \n</p>\n<p>\n  The Denver-based data-analytics company said it had $1.41 billion in sales for the final three months of last year, a year-over-year gain of 70%. \n</p>\n<p>\n  Write to Heather Somerville at heather.somerville@wsj.com \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 16:17 ET (21:17 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Achieves Another Revenue Record With $1.41 Billion Quarter -- WSJ</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Achieves Another Revenue Record With $1.41 Billion Quarter -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-03 05:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Heather Somerville \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies reported another quarter of record revenue on Monday, reflecting strong demand for its AI technology from the U.S. government and commercial businesses in the face of public blowback for the role of its technology in immigration-enforcement actions. \n</p>\n<p>\n  The Denver-based data-analytics company said it had $1.41 billion in sales for the final three months of last year, a year-over-year gain of 70%. \n</p>\n<p>\n  Write to Heather Somerville at heather.somerville@wsj.com \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 16:17 ET (21:17 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4613":"AI应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4023":"应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTR":"Palantir Technologies Inc.","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608890401","content_text":"By Heather Somerville \n\n\nPalantir Technologies reported another quarter of record revenue on Monday, reflecting strong demand for its AI technology from the U.S. government and commercial businesses in the face of public blowback for the role of its technology in immigration-enforcement actions. \n\n\n  The Denver-based data-analytics company said it had $1.41 billion in sales for the final three months of last year, a year-over-year gain of 70%. \n\n\n  Write to Heather Somerville at heather.somerville@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 02, 2026 16:17 ET (21:17 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"PLTR":1.95}},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528593334293944,"gmtCreate":1770073297698,"gmtModify":1770073300404,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying more","listText":"Buying more","text":"Buying more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528593334293944","repostId":"2608818237","repostType":2,"repost":{"id":"2608818237","kind":"highlight","pubTimestamp":1770068300,"share":"https://ttm.financial/m/news/2608818237?lang=en_US&edition=fundamental","pubTime":"2026-02-03 05:38","market":"us","language":"en","title":"Palantir Reports Surging Q4 Growth and Profitability Acceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=2608818237","media":"TIPRANKS","summary":"The latest update is out from Palantir Technologies ( ($PLTR) ). On February 2, 2026, Palantir reported fourth-quarter and full-year 2025 results s...","content":"<div>\n<p>The latest update is out from Palantir Technologies ( ($PLTR) ). On February 2, 2026, Palantir reported fourth-quarter and full-year 2025 results s...</p>\n\n<a href=\"https://www.tipranks.com/news/company-announcements/palantir-reports-surging-q4-growth-and-profitability-acceleration?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Reports Surging Q4 Growth and Profitability Acceleration</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\">\nPalantir Reports Surging Q4 Growth and Profitability Acceleration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 05:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/company-announcements/palantir-reports-surging-q4-growth-and-profitability-acceleration?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest update is out from Palantir Technologies ( ($PLTR) ). On February 2, 2026, Palantir reported fourth-quarter and full-year 2025 results s...</p>\n\n<a href=\"https://www.tipranks.com/news/company-announcements/palantir-reports-surging-q4-growth-and-profitability-acceleration?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4613":"AI应用软件","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4543":"AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股"},"source_url":"https://www.tipranks.com/news/company-announcements/palantir-reports-surging-q4-growth-and-profitability-acceleration?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608818237","content_text":"The latest update is out from Palantir Technologies ( ($PLTR) ). On February 2, 2026, Palantir reported fourth-quarter and full-year 2025 results s...","news_type":1,"symbols_score_info":{"PLTR":1.98}},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528593324418120,"gmtCreate":1770073284238,"gmtModify":1770073286403,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying more","listText":"Buying more","text":"Buying more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528593324418120","repostId":"2608813024","repostType":2,"repost":{"id":"2608813024","kind":"highlight","pubTimestamp":1770070812,"share":"https://ttm.financial/m/news/2608813024?lang=en_US&edition=fundamental","pubTime":"2026-02-03 06:20","market":"us","language":"en","title":"Palantir says Q4 revenue growth rate of 70% y/y is highest ever","url":"https://stock-news.laohu8.com/highlight/detail?id=2608813024","media":"TIPRANKS","summary":"CFO Glazer says: “In the fourth quarter, we generated our highest ever reported revenue growth rate of 70% year over year, exceeding the high end o...","content":"<div>\n<p>CFO Glazer says: “In the fourth quarter, we generated our highest ever reported revenue growth rate of 70% year over year, exceeding the high end o...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/palantir-says-q4-revenue-growth-rate-of-70-y-y-is-highest-ever-thefly?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir says Q4 revenue growth rate of 70% y/y is highest ever</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\">\nPalantir says Q4 revenue growth rate of 70% y/y is highest ever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 06:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/the-fly/palantir-says-q4-revenue-growth-rate-of-70-y-y-is-highest-ever-thefly?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CFO Glazer says: “In the fourth quarter, we generated our highest ever reported revenue growth rate of 70% year over year, exceeding the high end o...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/palantir-says-q4-revenue-growth-rate-of-70-y-y-is-highest-ever-thefly?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4613":"AI应用软件","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTR":"Palantir Technologies Inc.","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4543":"AI","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股"},"source_url":"https://www.tipranks.com/news/the-fly/palantir-says-q4-revenue-growth-rate-of-70-y-y-is-highest-ever-thefly?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608813024","content_text":"CFO Glazer says: “In the fourth quarter, we generated our highest ever reported revenue growth rate of 70% year over year, exceeding the high end o...","news_type":1,"symbols_score_info":{"PLTR":1.96}},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528593804760176,"gmtCreate":1770073269944,"gmtModify":1770073272164,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying more","listText":"Buying more","text":"Buying more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528593804760176","repostId":"1130009939","repostType":2,"repost":{"id":"1130009939","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":1770071110,"share":"https://ttm.financial/m/news/1130009939?lang=en_US&edition=fundamental","pubTime":"2026-02-03 06:25","market":"sg","language":"en","title":"Tesla (TSLA.US) CEO Musk Plans to Merge SpaceX and xAI, Combined Valuation Could Reach $1.25 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1130009939","media":"Stock News","summary":"Tesla (TSLA.US) CEO Elon Musk is planning to facilitate a merger between space exploration company SpaceX and artificial intelligence startup xAI, aiming to consolidate resources to support his...","content":"<p>Tesla (TSLA.US) CEO Elon Musk is planning to facilitate a merger between space exploration company SpaceX and artificial intelligence startup xAI, aiming to consolidate resources to support his increasingly expensive expansion ambitions in the AI and aerospace sectors. The related transaction was announced internally via a memo on Monday but has not yet been made public.</p>\n<p>The merged company is expected to be priced at approximately $527 per share, with an overall valuation that could reach as high as $1.25 trillion. SpaceX and xAI have not yet responded to requests for comment.</p>\n<p>This transaction will bring two of the world's largest privately held companies under a single corporate structure. Reports indicate that xAI was valued at around $230 billion in a funding round this past January, while SpaceX was previously valued at approximately $800 billion ahead of a planned share sale last December and is exploring the possibility of an initial public offering (IPO).</p>\n<p>Media reports have previously indicated that SpaceX had also discussed a potential merger with Tesla. This deal further intertwines the various components of Musk's business empire.</p>\n<p>Musk acquired Twitter at the end of 2022, renaming it X, and subsequently merged X with xAI in a deal valued at $33 billion. xAI currently operates the chatbot Grok, but its operations are capital-intensive, reportedly \"burning\" about $1 billion per month in pursuit of its goal to achieve a \"deeper understanding of the universe.\"</p>\n<p>Insiders note that merging with SpaceX would help xAI gain access to more capital, talent, and computing resources, while also potentially advancing Musk's proposed concept for \"space-based AI data centers.\" According to a filing last Friday, SpaceX is applying for permission to launch up to 1 million satellites into Earth's orbit for this project.</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>Tesla (TSLA.US) CEO Musk Plans to Merge SpaceX and xAI, Combined Valuation Could Reach $1.25 Trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla (TSLA.US) CEO Musk Plans to Merge SpaceX and xAI, Combined Valuation Could Reach $1.25 Trillion\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\">2026-02-03 06:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla (TSLA.US) CEO Elon Musk is planning to facilitate a merger between space exploration company SpaceX and artificial intelligence startup xAI, aiming to consolidate resources to support his increasingly expensive expansion ambitions in the AI and aerospace sectors. The related transaction was announced internally via a memo on Monday but has not yet been made public.</p>\n<p>The merged company is expected to be priced at approximately $527 per share, with an overall valuation that could reach as high as $1.25 trillion. SpaceX and xAI have not yet responded to requests for comment.</p>\n<p>This transaction will bring two of the world's largest privately held companies under a single corporate structure. Reports indicate that xAI was valued at around $230 billion in a funding round this past January, while SpaceX was previously valued at approximately $800 billion ahead of a planned share sale last December and is exploring the possibility of an initial public offering (IPO).</p>\n<p>Media reports have previously indicated that SpaceX had also discussed a potential merger with Tesla. This deal further intertwines the various components of Musk's business empire.</p>\n<p>Musk acquired Twitter at the end of 2022, renaming it X, and subsequently merged X with xAI in a deal valued at $33 billion. xAI currently operates the chatbot Grok, but its operations are capital-intensive, reportedly \"burning\" about $1 billion per month in pursuit of its goal to achieve a \"deeper understanding of the universe.\"</p>\n<p>Insiders note that merging with SpaceX would help xAI gain access to more capital, talent, and computing resources, while also potentially advancing Musk's proposed concept for \"space-based AI data centers.\" According to a filing last Friday, SpaceX is applying for permission to launch up to 1 million satellites into Earth's orbit for this project.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA ETF-GraniteShares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","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","BK4550":"红杉资本持仓","BK4588":"碎股","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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The related transaction was announced internally via a memo on Monday but has not yet been made public.\nThe merged company is expected to be priced at approximately $527 per share, with an overall valuation that could reach as high as $1.25 trillion. SpaceX and xAI have not yet responded to requests for comment.\nThis transaction will bring two of the world's largest privately held companies under a single corporate structure. Reports indicate that xAI was valued at around $230 billion in a funding round this past January, while SpaceX was previously valued at approximately $800 billion ahead of a planned share sale last December and is exploring the possibility of an initial public offering (IPO).\nMedia reports have previously indicated that SpaceX had also discussed a potential merger with Tesla. This deal further intertwines the various components of Musk's business empire.\nMusk acquired Twitter at the end of 2022, renaming it X, and subsequently merged X with xAI in a deal valued at $33 billion. xAI currently operates the chatbot Grok, but its operations are capital-intensive, reportedly \"burning\" about $1 billion per month in pursuit of its goal to achieve a \"deeper understanding of the universe.\"\nInsiders note that merging with SpaceX would help xAI gain access to more capital, talent, and computing resources, while also potentially advancing Musk's proposed concept for \"space-based AI data centers.\" According to a filing last Friday, SpaceX is applying for permission to launch up to 1 million satellites into Earth's orbit for this project.","news_type":1,"symbols_score_info":{"TSLA":1,"TSYY":1,"TSL":1,"TSLG":1,"TSLR":1,"CRSH":1,"TSDD":1,"TSLS":1,"TSII":1,"07766":1,"TESL":1,"TSLY":1,"UFO":1,"TSLQ":1,"TSLT":1,"TSLW":1,"TSLP":1,"TSLZ":1,"TSLI":1,"TSLO":1}},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528593200620736,"gmtCreate":1770073255993,"gmtModify":1770073259790,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying more","listText":"Buying more","text":"Buying more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528593200620736","repostId":"2608581388","repostType":2,"repost":{"id":"2608581388","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":1770087456,"share":"https://ttm.financial/m/news/2608581388?lang=en_US&edition=fundamental","pubTime":"2026-02-03 10:57","market":"us","language":"en","title":"Palantir Stock Extends Rally to 10% as AI Demand Drives Another Record Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2608581388","media":"Dow Jones","summary":"CEO Alex Karp says that 'competitors investing in undifferentiated large language models are ruining the economics of their business'Palantir's U.S. commercial revenue soared 137% from a year before,...","content":"<html><head></head><body><p>Palantir&#39;s U.S. commercial revenue soared 137% from a year before, a development that CEO Alex Karp pointed to as evidence of the company&#39;s AI momentum.</p><p>Palantir Technologies reported a record-breaking quarter on Monday, beating revenue and earnings expectations.</p><p>Palantir stock rose 7% in after-hours trading and extended rally to 10.7% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99565fd41afec305fbc39e7ce82d32e7\" tg-width=\"794\" tg-height=\"606\"/></p><p>Palantir (PLTR) announced $1.41 billion of revenue for the fourth quarter of 2025, a 70% rise relative to a year before. The result topped the FactSet consensus of $1.34 billion and marked the company&#39;s highest quarterly revenue to date.</p><p>The growth was driven by a massive breakout in the U.S. commercial sector, which grew 137% year over year to $507 million. U.S. government revenue grew 66% year over year to $570 million, with the most significant development of the quarter being Palantir&#39;s Navy contract for ShipOS software. On the earnings call, CFO David Glazer attributed the accelerating demand to Palantir&#39;s Artificial Intelligence Platform, which connects large language models to a company&#39;s private data and operations.</p><p>Palantir closed a record $4.26 billion in total contract value for the quarter. The company also saw deepening engagement from its largest clients, with trailing 12-month revenue from its top 20 customers rising 45% to $94 million per customer, management said on the call.</p><p>&#34;Palantir&#39;s Rule of 40 score is now an incredible 127%,&#34; CEO Alex Karp said in the company&#39;s press release, meaning that the sum of the company&#39;s annual revenue growth rate and adjusted operating margin hit 127%.</p><p>Karp attributed the success to the company&#39;s early bet on artificial intelligence, allowing Palantir to deliver scalable results from AI technology while competitors scramble to catch up.</p><p>&#34;The non-adopters, the have-nots, are hoping for a catch-up function,&#34; Karp said on the earnings call. However, competitors investing in undifferentiated large language models are ruining the economics of their business, he said. &#34;If you&#39;re making revenue with no way of making profit, because the cost of it is so high, that&#39;s not valuable,&#34; Karp said.</p><p>The company also posted a new record of $609 million in net income for the fourth quarter, a 28% increase from the previous quarter. Adjusted earnings for the quarter came out to 25 cents per share. Wall Street analysts had been anticipating 23 cents per share.</p><p>The company forecasts fiscal 2026 revenue of $7.18 billion to $7.20 billion, representing 61% growth and coming in well above the $6.3 billion analyst midpoint.</p><p>For the current quarter, Palantir expects revenue between $1.53 billion and $1.54 billion, also beating consensus expectations of $1.45 billion.</p><p>The market&#39;s positive reaction marks a sharp reversal of a recent trend. Shares of Palantir have fallen nearly 30% in the past three months, battered by valuation concerns and broader fears that AI could disrupt traditional software models.</p><p>Karp pointed to Palantir&#39;s December-quarter outperformance as proof that AI can actually add value to businesses instead of just contributing to stock-market hype. &#34;Other pockets of what some not-incorrectly describe as a frothy market for artificial intelligence may feel pressure to manage their businesses around their financials,&#34; Karp wrote in a letter to shareholders. &#34;Our record profit, however, is pure and uncontrived.&#34;</p><p>On the call, he seemed to reference the criticism of circular financing in AI and the idea that some companies may be investing in their customers for the purpose of artificially boosting their sales. &#34;These relationships are not circular-pay relationships in any way,&#34; Karp said. &#34;We&#39;re going to deliver and then we get paid, and we got paid last year a lot.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Extends Rally to 10% as AI Demand Drives Another Record Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Extends Rally to 10% as AI Demand Drives Another Record Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-03 10:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir&#39;s U.S. commercial revenue soared 137% from a year before, a development that CEO Alex Karp pointed to as evidence of the company&#39;s AI momentum.</p><p>Palantir Technologies reported a record-breaking quarter on Monday, beating revenue and earnings expectations.</p><p>Palantir stock rose 7% in after-hours trading and extended rally to 10.7% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/99565fd41afec305fbc39e7ce82d32e7\" tg-width=\"794\" tg-height=\"606\"/></p><p>Palantir (PLTR) announced $1.41 billion of revenue for the fourth quarter of 2025, a 70% rise relative to a year before. The result topped the FactSet consensus of $1.34 billion and marked the company&#39;s highest quarterly revenue to date.</p><p>The growth was driven by a massive breakout in the U.S. commercial sector, which grew 137% year over year to $507 million. U.S. government revenue grew 66% year over year to $570 million, with the most significant development of the quarter being Palantir&#39;s Navy contract for ShipOS software. On the earnings call, CFO David Glazer attributed the accelerating demand to Palantir&#39;s Artificial Intelligence Platform, which connects large language models to a company&#39;s private data and operations.</p><p>Palantir closed a record $4.26 billion in total contract value for the quarter. The company also saw deepening engagement from its largest clients, with trailing 12-month revenue from its top 20 customers rising 45% to $94 million per customer, management said on the call.</p><p>&#34;Palantir&#39;s Rule of 40 score is now an incredible 127%,&#34; CEO Alex Karp said in the company&#39;s press release, meaning that the sum of the company&#39;s annual revenue growth rate and adjusted operating margin hit 127%.</p><p>Karp attributed the success to the company&#39;s early bet on artificial intelligence, allowing Palantir to deliver scalable results from AI technology while competitors scramble to catch up.</p><p>&#34;The non-adopters, the have-nots, are hoping for a catch-up function,&#34; Karp said on the earnings call. However, competitors investing in undifferentiated large language models are ruining the economics of their business, he said. &#34;If you&#39;re making revenue with no way of making profit, because the cost of it is so high, that&#39;s not valuable,&#34; Karp said.</p><p>The company also posted a new record of $609 million in net income for the fourth quarter, a 28% increase from the previous quarter. Adjusted earnings for the quarter came out to 25 cents per share. Wall Street analysts had been anticipating 23 cents per share.</p><p>The company forecasts fiscal 2026 revenue of $7.18 billion to $7.20 billion, representing 61% growth and coming in well above the $6.3 billion analyst midpoint.</p><p>For the current quarter, Palantir expects revenue between $1.53 billion and $1.54 billion, also beating consensus expectations of $1.45 billion.</p><p>The market&#39;s positive reaction marks a sharp reversal of a recent trend. Shares of Palantir have fallen nearly 30% in the past three months, battered by valuation concerns and broader fears that AI could disrupt traditional software models.</p><p>Karp pointed to Palantir&#39;s December-quarter outperformance as proof that AI can actually add value to businesses instead of just contributing to stock-market hype. &#34;Other pockets of what some not-incorrectly describe as a frothy market for artificial intelligence may feel pressure to manage their businesses around their financials,&#34; Karp wrote in a letter to shareholders. &#34;Our record profit, however, is pure and uncontrived.&#34;</p><p>On the call, he seemed to reference the criticism of circular financing in AI and the idea that some companies may be investing in their customers for the purpose of artificially boosting their sales. &#34;These relationships are not circular-pay relationships in any way,&#34; Karp said. &#34;We&#39;re going to deliver and then we get paid, and we got paid last year a lot.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (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","BK4550":"红杉资本持仓","BK4588":"碎股","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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The result topped the FactSet consensus of $1.34 billion and marked the company's highest quarterly revenue to date.The growth was driven by a massive breakout in the U.S. commercial sector, which grew 137% year over year to $507 million. U.S. government revenue grew 66% year over year to $570 million, with the most significant development of the quarter being Palantir's Navy contract for ShipOS software. On the earnings call, CFO David Glazer attributed the accelerating demand to Palantir's Artificial Intelligence Platform, which connects large language models to a company's private data and operations.Palantir closed a record $4.26 billion in total contract value for the quarter. The company also saw deepening engagement from its largest clients, with trailing 12-month revenue from its top 20 customers rising 45% to $94 million per customer, management said on the call.\"Palantir's Rule of 40 score is now an incredible 127%,\" CEO Alex Karp said in the company's press release, meaning that the sum of the company's annual revenue growth rate and adjusted operating margin hit 127%.Karp attributed the success to the company's early bet on artificial intelligence, allowing Palantir to deliver scalable results from AI technology while competitors scramble to catch up.\"The non-adopters, the have-nots, are hoping for a catch-up function,\" Karp said on the earnings call. However, competitors investing in undifferentiated large language models are ruining the economics of their business, he said. \"If you're making revenue with no way of making profit, because the cost of it is so high, that's not valuable,\" Karp said.The company also posted a new record of $609 million in net income for the fourth quarter, a 28% increase from the previous quarter. Adjusted earnings for the quarter came out to 25 cents per share. Wall Street analysts had been anticipating 23 cents per share.The company forecasts fiscal 2026 revenue of $7.18 billion to $7.20 billion, representing 61% growth and coming in well above the $6.3 billion analyst midpoint.For the current quarter, Palantir expects revenue between $1.53 billion and $1.54 billion, also beating consensus expectations of $1.45 billion.The market's positive reaction marks a sharp reversal of a recent trend. Shares of Palantir have fallen nearly 30% in the past three months, battered by valuation concerns and broader fears that AI could disrupt traditional software models.Karp pointed to Palantir's December-quarter outperformance as proof that AI can actually add value to businesses instead of just contributing to stock-market hype. \"Other pockets of what some not-incorrectly describe as a frothy market for artificial intelligence may feel pressure to manage their businesses around their financials,\" Karp wrote in a letter to shareholders. \"Our record profit, however, is pure and uncontrived.\"On the call, he seemed to reference the criticism of circular financing in AI and the idea that some companies may be investing in their customers for the purpose of artificially boosting their sales. \"These relationships are not circular-pay relationships in any way,\" Karp said. \"We're going to deliver and then we get paid, and we got paid last year a lot.\"","news_type":1,"symbols_score_info":{"PLTU":0.6,"PLOO":0.6,"PLTA":0.6,"PLTZ":0.6,"PLYY":0.6,"PLTW":0.6,"PLTY":0.6,"PLTD":0.6,"PTIR":0.6,"PLTG":0.6,"PLTR":2}},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528593501460048,"gmtCreate":1770073231817,"gmtModify":1770073235543,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying","listText":"Buying","text":"Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528593501460048","repostId":"1111865546","repostType":2,"repost":{"id":"1111865546","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":1770072325,"share":"https://ttm.financial/m/news/1111865546?lang=en_US&edition=fundamental","pubTime":"2026-02-03 06:45","market":"fut","language":"en","title":"Palantir Revenue Soars 70% Year-Over-Year, Full-Year Guidance Far Exceeds Expectations, Stock Rises ~8% After Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1111865546","media":"Deep News","summary":"Data analytics firm Palantir Technologies Inc. reported fourth-quarter results after Monday's market close, revealing revenue that surpassed market expectations with a substantial 70% year-over-year...","content":"<p>Data analytics firm Palantir Technologies Inc. reported fourth-quarter results after Monday's market close, revealing revenue that surpassed market expectations with a substantial 70% year-over-year increase to $1.41 billion. Concurrently, the company's revenue guidance for the next quarter also exceeded expectations, coming in 15.3% higher than analysts' initial forecasts. The strong performance spurred an approximately 8% rise in the company's stock during after-hours trading on Monday.</p>\n<p>Here are the key highlights from Palantir's earnings report:</p>\n<p>Key Financial Data:</p>\n<p>Revenue: $1.41 billion, exceeding analyst expectations of $1.34 billion (a 70% year-over-year increase, beating estimates by 4.9%).\nGovernment Revenue: Government sector revenue grew 66% year-over-year to $570 million, also surpassing the $522 million analysts had anticipated for this segment.\nCommercial Revenue: Surged 137% year-over-year to $507 million, higher than the market's projection of $479 million; the total value of remaining performance obligations for U.S. commercial contracts grew 145% year-over-year to $4.38 billion.\nAdjusted Earnings Per Share (EPS): $0.25, beating the analyst estimate of $0.23 (exceeding expectations by 8.6%).\nAdjusted Operating Income: $798.5 million, higher than the analyst forecast of $701.1 million (operating margin of 56.8%, beating expectations by 13.9%).\nCustomer Count: Increased 34% year-over-year and 5% quarter-over-quarter.</p>\n<p>Performance Guidance:</p>\n<p>First Quarter Revenue: Expected to be between $1.532 billion and $1.536 billion, with the midpoint exceeding the analyst consensus of $1.32 billion.\nFull-Year 2026 Revenue: The company anticipates full-year revenue to be in the range of $7.182 billion to $7.198 billion, also higher than the FactSet consensus estimate of $6.22 billion.</p>\n<p>Following the earnings release, the stock climbed about 8% in after-hours trading, after closing the regular session at $147.77. The stock had declined 29% from its peak last November. Year-to-date through Monday's close, the stock was down 17%.</p>\n<p>Government business demand surged, but cooperation with ICE enforcement sparks controversy.\nPalantir primarily provides software to clients for consolidating, managing, and analyzing massive datasets. Capitalizing on the broader AI boom, the company's profitability has repeatedly reached new highs. Over the past two years, the stock has surged nearly 800%, adding approximately $315 billion to its market capitalization.\nReports indicate that Palantir's robust performance reflects strong demand for its artificial intelligence technology from both U.S. government and commercial clients. Simultaneously, Palantir's role in assisting the Trump administration's agenda to deport immigrants is facing increasing scrutiny.\nA significant portion of Palantir's U.S. revenue stems from government contracts, with users including U.S. Immigration and Customs Enforcement (ICE), the Internal Revenue Service, and the Department of Defense. Palantir reported $570 million in revenue from U.S. government contracts last quarter, a 66% annual increase. Sales to U.S. commercial clients reached $507 million, more than doubling from a year ago. Both figures exceeded analyst expectations.\nLast month, the company signed a $448 million contract with the U.S. Navy to provide enhanced data support for the maintenance and upgrades of nuclear submarines.\nHowever, over the past year, criticism from current and former employees, as well as elected officials, regarding Palantir's collaboration with ICE has cast a shadow over the stock's strong performance. ICE has a contract with Palantir to use its technology to develop applications for locating and tracking immigrants targeted by the agency for deportation.\nCriticism intensified last month following escalated immigration enforcement actions in Minneapolis that resulted in the deaths of two U.S. citizens. Palantir has consistently defended its work with ICE in public statements.\nAccording to an analysis of government contract announcements, Palantir has secured $81 million in contracts from ICE since January 2025. This includes a $30 million contract signed last April to establish a system aimed at streamlining the \"screening and apprehension operations for illegal immigrants.\"</p>\n<p>Facing skepticism over excessive valuation.\nIn a letter to shareholders, CEO and Co-founder Alexander Karp described the accelerating revenue growth as a \"cosmic-level return\" for the company's supporters. He stated that the performance is \"driven by a growing cohort of increasingly discerning U.S. enterprises and institutions that truly grasp the value of AI.\"\nHe told media outlets,</p>\n<p>\"It is, in my knowledge, the undisputed best performance in the tech industry over the past decade.\"\n\"If you're not spending money on this, then you're not investing in things that are keeping up with the momentum.\"</p>\n<p>Despite its weak performance this year, the company's $350 billion market capitalization still places it among the higher-valued stocks in the S&P 500 index.\nAccording to a November analysis based on inflation-adjusted FactSet market data (which dates back to 1984), no company currently in the S&P 500 has ever reached Palantir's level of \"valuation relative to revenue scale.\"\nLate last year, hedge fund manager Michael Burry, famous for shorting mortgage debt in the late 2000s and depicted in the film *The Big Short*, disclosed a short position against Palantir. Burry also posted on social media platform X, issuing broad warnings about an AI bubble risk. Subsequently, as investors rotated away from AI stocks amid valuation concerns and fears of an AI bubble, the stock recorded its worst month in two years.\nAt the time, Karp called the move \"just crazy\" in a media interview and accused it of being \"market manipulation.\"\nIn his shareholder letter, Karp asserted that despite rising market pressure for AI companies to return to fundamentals, Palantir's profits are \"pure, unmanufactured.\"\nHe added that the company's commercial business benefits from demand for software that can provide the structural foundation for large language models.\nKarp wrote,</p>\n<p>\"Any company lacking a fanatical focus on the value created by these technological systems, and lacking the genuine ability to 'catch the mouse,' will ultimately fade into obscurity and be forgotten.\"</p>\n<p>On Monday, William Blair analyst Louis DiPalma upgraded Palantir's stock rating from \"Market Perform\" to \"Outperform,\" stating that the recent pullback has made the company's valuation \"more reasonable.\"</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>Palantir Revenue Soars 70% Year-Over-Year, Full-Year Guidance Far Exceeds Expectations, Stock Rises ~8% After Hours</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\">\nPalantir Revenue Soars 70% Year-Over-Year, Full-Year Guidance Far Exceeds Expectations, Stock Rises ~8% After Hours\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\">2026-02-03 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Data analytics firm Palantir Technologies Inc. reported fourth-quarter results after Monday's market close, revealing revenue that surpassed market expectations with a substantial 70% year-over-year increase to $1.41 billion. Concurrently, the company's revenue guidance for the next quarter also exceeded expectations, coming in 15.3% higher than analysts' initial forecasts. The strong performance spurred an approximately 8% rise in the company's stock during after-hours trading on Monday.</p>\n<p>Here are the key highlights from Palantir's earnings report:</p>\n<p>Key Financial Data:</p>\n<p>Revenue: $1.41 billion, exceeding analyst expectations of $1.34 billion (a 70% year-over-year increase, beating estimates by 4.9%).\nGovernment Revenue: Government sector revenue grew 66% year-over-year to $570 million, also surpassing the $522 million analysts had anticipated for this segment.\nCommercial Revenue: Surged 137% year-over-year to $507 million, higher than the market's projection of $479 million; the total value of remaining performance obligations for U.S. commercial contracts grew 145% year-over-year to $4.38 billion.\nAdjusted Earnings Per Share (EPS): $0.25, beating the analyst estimate of $0.23 (exceeding expectations by 8.6%).\nAdjusted Operating Income: $798.5 million, higher than the analyst forecast of $701.1 million (operating margin of 56.8%, beating expectations by 13.9%).\nCustomer Count: Increased 34% year-over-year and 5% quarter-over-quarter.</p>\n<p>Performance Guidance:</p>\n<p>First Quarter Revenue: Expected to be between $1.532 billion and $1.536 billion, with the midpoint exceeding the analyst consensus of $1.32 billion.\nFull-Year 2026 Revenue: The company anticipates full-year revenue to be in the range of $7.182 billion to $7.198 billion, also higher than the FactSet consensus estimate of $6.22 billion.</p>\n<p>Following the earnings release, the stock climbed about 8% in after-hours trading, after closing the regular session at $147.77. The stock had declined 29% from its peak last November. Year-to-date through Monday's close, the stock was down 17%.</p>\n<p>Government business demand surged, but cooperation with ICE enforcement sparks controversy.\nPalantir primarily provides software to clients for consolidating, managing, and analyzing massive datasets. Capitalizing on the broader AI boom, the company's profitability has repeatedly reached new highs. Over the past two years, the stock has surged nearly 800%, adding approximately $315 billion to its market capitalization.\nReports indicate that Palantir's robust performance reflects strong demand for its artificial intelligence technology from both U.S. government and commercial clients. Simultaneously, Palantir's role in assisting the Trump administration's agenda to deport immigrants is facing increasing scrutiny.\nA significant portion of Palantir's U.S. revenue stems from government contracts, with users including U.S. Immigration and Customs Enforcement (ICE), the Internal Revenue Service, and the Department of Defense. Palantir reported $570 million in revenue from U.S. government contracts last quarter, a 66% annual increase. Sales to U.S. commercial clients reached $507 million, more than doubling from a year ago. Both figures exceeded analyst expectations.\nLast month, the company signed a $448 million contract with the U.S. Navy to provide enhanced data support for the maintenance and upgrades of nuclear submarines.\nHowever, over the past year, criticism from current and former employees, as well as elected officials, regarding Palantir's collaboration with ICE has cast a shadow over the stock's strong performance. ICE has a contract with Palantir to use its technology to develop applications for locating and tracking immigrants targeted by the agency for deportation.\nCriticism intensified last month following escalated immigration enforcement actions in Minneapolis that resulted in the deaths of two U.S. citizens. Palantir has consistently defended its work with ICE in public statements.\nAccording to an analysis of government contract announcements, Palantir has secured $81 million in contracts from ICE since January 2025. This includes a $30 million contract signed last April to establish a system aimed at streamlining the \"screening and apprehension operations for illegal immigrants.\"</p>\n<p>Facing skepticism over excessive valuation.\nIn a letter to shareholders, CEO and Co-founder Alexander Karp described the accelerating revenue growth as a \"cosmic-level return\" for the company's supporters. He stated that the performance is \"driven by a growing cohort of increasingly discerning U.S. enterprises and institutions that truly grasp the value of AI.\"\nHe told media outlets,</p>\n<p>\"It is, in my knowledge, the undisputed best performance in the tech industry over the past decade.\"\n\"If you're not spending money on this, then you're not investing in things that are keeping up with the momentum.\"</p>\n<p>Despite its weak performance this year, the company's $350 billion market capitalization still places it among the higher-valued stocks in the S&P 500 index.\nAccording to a November analysis based on inflation-adjusted FactSet market data (which dates back to 1984), no company currently in the S&P 500 has ever reached Palantir's level of \"valuation relative to revenue scale.\"\nLate last year, hedge fund manager Michael Burry, famous for shorting mortgage debt in the late 2000s and depicted in the film *The Big Short*, disclosed a short position against Palantir. Burry also posted on social media platform X, issuing broad warnings about an AI bubble risk. Subsequently, as investors rotated away from AI stocks amid valuation concerns and fears of an AI bubble, the stock recorded its worst month in two years.\nAt the time, Karp called the move \"just crazy\" in a media interview and accused it of being \"market manipulation.\"\nIn his shareholder letter, Karp asserted that despite rising market pressure for AI companies to return to fundamentals, Palantir's profits are \"pure, unmanufactured.\"\nHe added that the company's commercial business benefits from demand for software that can provide the structural foundation for large language models.\nKarp wrote,</p>\n<p>\"Any company lacking a fanatical focus on the value created by these technological systems, and lacking the genuine ability to 'catch the mouse,' will ultimately fade into obscurity and be forgotten.\"</p>\n<p>On Monday, William Blair analyst Louis DiPalma upgraded Palantir's stock rating from \"Market Perform\" to \"Outperform,\" stating that the recent pullback has made the company's valuation \"more reasonable.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4613":"AI应用软件","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4543":"AI","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111865546","content_text":"Data analytics firm Palantir Technologies Inc. reported fourth-quarter results after Monday's market close, revealing revenue that surpassed market expectations with a substantial 70% year-over-year increase to $1.41 billion. Concurrently, the company's revenue guidance for the next quarter also exceeded expectations, coming in 15.3% higher than analysts' initial forecasts. The strong performance spurred an approximately 8% rise in the company's stock during after-hours trading on Monday.\nHere are the key highlights from Palantir's earnings report:\nKey Financial Data:\nRevenue: $1.41 billion, exceeding analyst expectations of $1.34 billion (a 70% year-over-year increase, beating estimates by 4.9%).\nGovernment Revenue: Government sector revenue grew 66% year-over-year to $570 million, also surpassing the $522 million analysts had anticipated for this segment.\nCommercial Revenue: Surged 137% year-over-year to $507 million, higher than the market's projection of $479 million; the total value of remaining performance obligations for U.S. commercial contracts grew 145% year-over-year to $4.38 billion.\nAdjusted Earnings Per Share (EPS): $0.25, beating the analyst estimate of $0.23 (exceeding expectations by 8.6%).\nAdjusted Operating Income: $798.5 million, higher than the analyst forecast of $701.1 million (operating margin of 56.8%, beating expectations by 13.9%).\nCustomer Count: Increased 34% year-over-year and 5% quarter-over-quarter.\nPerformance Guidance:\nFirst Quarter Revenue: Expected to be between $1.532 billion and $1.536 billion, with the midpoint exceeding the analyst consensus of $1.32 billion.\nFull-Year 2026 Revenue: The company anticipates full-year revenue to be in the range of $7.182 billion to $7.198 billion, also higher than the FactSet consensus estimate of $6.22 billion.\nFollowing the earnings release, the stock climbed about 8% in after-hours trading, after closing the regular session at $147.77. The stock had declined 29% from its peak last November. Year-to-date through Monday's close, the stock was down 17%.\nGovernment business demand surged, but cooperation with ICE enforcement sparks controversy.\nPalantir primarily provides software to clients for consolidating, managing, and analyzing massive datasets. Capitalizing on the broader AI boom, the company's profitability has repeatedly reached new highs. Over the past two years, the stock has surged nearly 800%, adding approximately $315 billion to its market capitalization.\nReports indicate that Palantir's robust performance reflects strong demand for its artificial intelligence technology from both U.S. government and commercial clients. Simultaneously, Palantir's role in assisting the Trump administration's agenda to deport immigrants is facing increasing scrutiny.\nA significant portion of Palantir's U.S. revenue stems from government contracts, with users including U.S. Immigration and Customs Enforcement (ICE), the Internal Revenue Service, and the Department of Defense. Palantir reported $570 million in revenue from U.S. government contracts last quarter, a 66% annual increase. Sales to U.S. commercial clients reached $507 million, more than doubling from a year ago. Both figures exceeded analyst expectations.\nLast month, the company signed a $448 million contract with the U.S. Navy to provide enhanced data support for the maintenance and upgrades of nuclear submarines.\nHowever, over the past year, criticism from current and former employees, as well as elected officials, regarding Palantir's collaboration with ICE has cast a shadow over the stock's strong performance. ICE has a contract with Palantir to use its technology to develop applications for locating and tracking immigrants targeted by the agency for deportation.\nCriticism intensified last month following escalated immigration enforcement actions in Minneapolis that resulted in the deaths of two U.S. citizens. Palantir has consistently defended its work with ICE in public statements.\nAccording to an analysis of government contract announcements, Palantir has secured $81 million in contracts from ICE since January 2025. This includes a $30 million contract signed last April to establish a system aimed at streamlining the \"screening and apprehension operations for illegal immigrants.\"\nFacing skepticism over excessive valuation.\nIn a letter to shareholders, CEO and Co-founder Alexander Karp described the accelerating revenue growth as a \"cosmic-level return\" for the company's supporters. He stated that the performance is \"driven by a growing cohort of increasingly discerning U.S. enterprises and institutions that truly grasp the value of AI.\"\nHe told media outlets,\n\"It is, in my knowledge, the undisputed best performance in the tech industry over the past decade.\"\n\"If you're not spending money on this, then you're not investing in things that are keeping up with the momentum.\"\nDespite its weak performance this year, the company's $350 billion market capitalization still places it among the higher-valued stocks in the S&P 500 index.\nAccording to a November analysis based on inflation-adjusted FactSet market data (which dates back to 1984), no company currently in the S&P 500 has ever reached Palantir's level of \"valuation relative to revenue scale.\"\nLate last year, hedge fund manager Michael Burry, famous for shorting mortgage debt in the late 2000s and depicted in the film *The Big Short*, disclosed a short position against Palantir. Burry also posted on social media platform X, issuing broad warnings about an AI bubble risk. Subsequently, as investors rotated away from AI stocks amid valuation concerns and fears of an AI bubble, the stock recorded its worst month in two years.\nAt the time, Karp called the move \"just crazy\" in a media interview and accused it of being \"market manipulation.\"\nIn his shareholder letter, Karp asserted that despite rising market pressure for AI companies to return to fundamentals, Palantir's profits are \"pure, unmanufactured.\"\nHe added that the company's commercial business benefits from demand for software that can provide the structural foundation for large language models.\nKarp wrote,\n\"Any company lacking a fanatical focus on the value created by these technological systems, and lacking the genuine ability to 'catch the mouse,' will ultimately fade into obscurity and be forgotten.\"\nOn Monday, William Blair analyst Louis DiPalma upgraded Palantir's stock rating from \"Market Perform\" to \"Outperform,\" stating that the recent pullback has made the company's valuation \"more reasonable.\"","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527126973678920,"gmtCreate":1769728634918,"gmtModify":1769728637861,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying&nbsp;","listText":"Buying&nbsp;","text":"Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527126973678920","repostId":"2607704710","repostType":2,"repost":{"id":"2607704710","kind":"highlight","weMediaInfo":{"introduction":"Smartkarma","home_visible":1,"media_name":"Smartkarma","id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"pubTimestamp":1769647485,"share":"https://ttm.financial/m/news/2607704710?lang=en_US&edition=fundamental","pubTime":"2026-01-29 08:44","market":"fut","language":"en","title":"What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage","url":"https://stock-news.laohu8.com/highlight/detail?id=2607704710","media":"Smartkarma","summary":"utm_source=tiger_community","content":"<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/78ab3b29-9cd3-4d23-b896-ce5a2752a538.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/INTC\">Intel Corp</a> - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_community</p><p>By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community</p><p>On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community</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>What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage</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\">\nWhat Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time\">2026-01-29 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/78ab3b29-9cd3-4d23-b896-ce5a2752a538.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/INTC\">Intel Corp</a> - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_community</p><p>By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community</p><p>On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4602":"量子计算概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4512":"苹果概念","BK4535":"淡马锡持仓","BK4515":"5G概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4612":"AI芯片","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","INTC":"英特尔","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","04335":"英特尔-T","BK4543":"AI","BK4527":"明星科技股"},"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607704710","content_text":"⬆  Intel Corp - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_communityBy Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_communityOn Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community","news_type":1,"symbols_score_info":{"INTC":1.94,"04335":1.94}},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526984119194728,"gmtCreate":1769693744907,"gmtModify":1769693747918,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Power buying","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Power buying","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Power buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526984119194728","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526969486082128,"gmtCreate":1769690153139,"gmtModify":1769690156807,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying this growth up trend","listText":"Buying this growth up trend","text":"Buying this growth up trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526969486082128","repostId":"2607704710","repostType":2,"repost":{"id":"2607704710","kind":"highlight","weMediaInfo":{"introduction":"Smartkarma","home_visible":1,"media_name":"Smartkarma","id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"pubTimestamp":1769647485,"share":"https://ttm.financial/m/news/2607704710?lang=en_US&edition=fundamental","pubTime":"2026-01-29 08:44","market":"fut","language":"en","title":"What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage","url":"https://stock-news.laohu8.com/highlight/detail?id=2607704710","media":"Smartkarma","summary":"utm_source=tiger_community","content":"<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/78ab3b29-9cd3-4d23-b896-ce5a2752a538.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/INTC\">Intel Corp</a> - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_community</p><p>By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community</p><p>On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community</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>What Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage</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\">\nWhat Intel’s Earnings Really Said About CPUs, Foundry, and Operating Leverage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time\">2026-01-29 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/78ab3b29-9cd3-4d23-b896-ce5a2752a538.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/INTC\">Intel Corp</a> - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_community</p><p>By Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_community</p><p>On Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4602":"量子计算概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4512":"苹果概念","BK4535":"淡马锡持仓","BK4515":"5G概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4612":"AI芯片","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","INTC":"英特尔","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","04335":"英特尔-T","BK4543":"AI","BK4527":"明星科技股"},"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607704710","content_text":"⬆  Intel Corp - AI infrastructure growth is driving up pricing and margins for CPUs, despite revenue lagging behind. Intel is positioning itself for success in AI systems with EMIB traction and ASIC business.Continue reading on Smartkarma:- https://www.smartkarma.com/insights/what-intel-s-earnings-really-said-about-cpus-foundry-and-operating-leverage?utm_source=tiger_communityBy Raghav Vashisht, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/raghav-vashisht-5255b210-0522-445d-9560-ebab027dd3be?utm_source=tiger_communityOn Intel Corp (INTC):- https://www.smartkarma.com/entities/intel-corp?utm_source=tiger_community","news_type":1,"symbols_score_info":{"INTC":1.94,"04335":1.94}},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526912136991864,"gmtCreate":1769676046810,"gmtModify":1769676050287,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Selling","listText":"Selling","text":"Selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526912136991864","repostId":"1107228118","repostType":2,"repost":{"id":"1107228118","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1769482998,"share":"https://ttm.financial/m/news/1107228118?lang=en_US&edition=fundamental","pubTime":"2026-01-27 11:03","market":"hk","language":"en","title":"Earning Preview: Pfizer’s revenue is expected to decrease by 2.32%, and institutional views are cautious","url":"https://stock-news.laohu8.com/highlight/detail?id=1107228118","media":"Earnings Agent","summary":"Abstract Pfizer will report its quarterly results on February 03, 2026, Pre-Market; this preview summarizes consensus expectations and company guidance alongside segment performance, margins, and...","content":"<p><h2><b>Abstract</b></h2>\nPfizer will report its quarterly results on February 03, 2026, Pre-Market; this preview summarizes consensus expectations and company guidance alongside segment performance, margins, and earnings trajectory from October 21, 2025 to January 27, 2026.</p>\n<p><h2><b>Market Forecast</b></h2>\nConsensus points to Pfizer’s current-quarter revenue at USD 16.96 billion, with an adjusted EPS estimate of USD 0.57, and EBIT at USD 4.28 billion; year over year, revenue is projected to decline by 2.32%, adjusted EPS to increase by 21.18%, and EBIT to increase by 21.54%. Margin expectations imply a stable gross profit structure and improving profitability; highlights center on stabilized core biopharma demand and cost discipline, while segment outlooks suggest reduced COVID-19 contributions and steadier non-COVID portfolios. The most promising area cited is core biopharmaceutical products, expected to contribute USD 16.31 billion this quarter, driven by steady demand across immunology, oncology, and rare disease portfolios with mixed YoY trends.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nPfizer’s previous quarter delivered revenue of USD 16.65 billion, a gross profit margin of 76.11%, GAAP net profit attributable to the parent company of USD 3.54 billion, a net profit margin of 21.26%, and adjusted EPS of USD 0.87; year over year, revenue fell by 5.92%, adjusted EPS declined by 17.93%, and EBIT decreased by 19.92%. Notably, adjusted EPS of USD 0.87 exceeded the prior consensus by USD 0.24, and EBIT of USD 5.64 billion was above expectations by USD 0.84 billion. Main business revenue was led by core biopharmaceutical products at USD 16.31 billion, while the operating segment contributed USD 0.34 billion; the mix reflected a dominant share for core biopharma at 97.93% with differing YoY momentum across portfolios.</p>\n<p><h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Core Biopharmaceutical Products</b></h3>\nCore biopharmaceutical products remain the central revenue engine for Pfizer in the present quarter. The segment is forecast to generate USD 16.31 billion, maintaining an outsized share of total sales. Investors will focus on the balance between legacy brands and newer launches, including dynamics in cardiovascular-metabolic, immunology, and oncology portfolios. Pricing in key markets has shown normalization trends, and unit demand appears resilient, which supports sequential EBIT leverage if gross margin efficiency remains near last quarter’s 76.11%. The product mix shift away from volatile COVID-related demand toward chronic therapies may help smooth seasonality, though competition in immunology and oncology could weigh on volume growth. Execution on supply continuity, life-cycle management, and label expansions will be monitored given the company’s emphasis on operational discipline.</p>\n<p><h3><b>Most Promising Growth Vector</b></h3>\nThe most promising growth vector is the non-COVID biopharma portfolio underpinning consistent prescriptions in immunology, oncology, and rare disease. The expected USD 16.31 billion contribution reflects diversified demand across therapeutic areas, where recent launches and indications can offset loss of exclusivity headwinds. Sequential improvement in adjusted EPS and EBIT forecasts suggests margin capture from cost actions and mix improvement. A continued pivot to specialty medicines with differentiated clinical profiles can support pricing and access, while broader market uptake will depend on formulary positioning and competitive read-throughs from peers. Any incremental U.S. pricing pressure or international tender dynamics could temper upside, although operating expense control and capital allocation discipline provide a buffer for earnings resilience.</p>\n<p><h3><b>Stock Price Drivers This Quarter</b></h3>\nThe stock’s performance this quarter will be most sensitive to the relationship between revenue trajectory and margin execution. If gross margin remains close to 76.11% and net margin trends align with last quarter’s 21.26%, the earnings algorithm could validate the EPS estimate of USD 0.57 despite a revenue decline of 2.32%. Visibility on non-COVID product growth and commentary on pipeline milestones will shape sentiment, particularly around late-stage assets and recent launches. Management’s discussion of inventory normalization, demand patterns across primary care and specialty, and cost reduction progress will be pivotal for investors evaluating cash flow conversion and near-term guidance. Any updates to full-year revenue or EPS ranges, as well as color on pricing and access developments, may drive post-print revisions to consensus estimates.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nMost institutional commentary compiled during October 21, 2025 to January 27, 2026 presents a cautious stance, with the majority leaning neutral-to-bearish on near-term revenue while acknowledging improving EPS quality from cost actions. Analysts emphasize that consensus expects revenue at USD 16.96 billion and EPS at USD 0.57, with EBIT at USD 4.28 billion, while watchpoints include the degree of non-COVID growth offset and sustainability of cost efficiencies. Well-followed sell-side teams highlight downside risk if COVID-related sales headwinds extend and competitive pressures intensify in immunology and oncology, though they also note that positive surprises could materialize from accelerated uptake of newer assets. The majority view holds that maintaining margins near last quarter’s levels is crucial to meeting EPS targets; failure to execute on mix and expense control would likely lead to estimate drift and cautious positioning ahead of guidance updates.</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>Earning Preview: Pfizer’s revenue is expected to decrease by 2.32%, and institutional views are cautious</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\">\nEarning Preview: Pfizer’s revenue is expected to decrease by 2.32%, and institutional views are cautious\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-01-27 11:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>\nPfizer will report its quarterly results on February 03, 2026, Pre-Market; this preview summarizes consensus expectations and company guidance alongside segment performance, margins, and earnings trajectory from October 21, 2025 to January 27, 2026.</p>\n<p><h2><b>Market Forecast</b></h2>\nConsensus points to Pfizer’s current-quarter revenue at USD 16.96 billion, with an adjusted EPS estimate of USD 0.57, and EBIT at USD 4.28 billion; year over year, revenue is projected to decline by 2.32%, adjusted EPS to increase by 21.18%, and EBIT to increase by 21.54%. Margin expectations imply a stable gross profit structure and improving profitability; highlights center on stabilized core biopharma demand and cost discipline, while segment outlooks suggest reduced COVID-19 contributions and steadier non-COVID portfolios. The most promising area cited is core biopharmaceutical products, expected to contribute USD 16.31 billion this quarter, driven by steady demand across immunology, oncology, and rare disease portfolios with mixed YoY trends.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nPfizer’s previous quarter delivered revenue of USD 16.65 billion, a gross profit margin of 76.11%, GAAP net profit attributable to the parent company of USD 3.54 billion, a net profit margin of 21.26%, and adjusted EPS of USD 0.87; year over year, revenue fell by 5.92%, adjusted EPS declined by 17.93%, and EBIT decreased by 19.92%. Notably, adjusted EPS of USD 0.87 exceeded the prior consensus by USD 0.24, and EBIT of USD 5.64 billion was above expectations by USD 0.84 billion. Main business revenue was led by core biopharmaceutical products at USD 16.31 billion, while the operating segment contributed USD 0.34 billion; the mix reflected a dominant share for core biopharma at 97.93% with differing YoY momentum across portfolios.</p>\n<p><h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Core Biopharmaceutical Products</b></h3>\nCore biopharmaceutical products remain the central revenue engine for Pfizer in the present quarter. The segment is forecast to generate USD 16.31 billion, maintaining an outsized share of total sales. Investors will focus on the balance between legacy brands and newer launches, including dynamics in cardiovascular-metabolic, immunology, and oncology portfolios. Pricing in key markets has shown normalization trends, and unit demand appears resilient, which supports sequential EBIT leverage if gross margin efficiency remains near last quarter’s 76.11%. The product mix shift away from volatile COVID-related demand toward chronic therapies may help smooth seasonality, though competition in immunology and oncology could weigh on volume growth. Execution on supply continuity, life-cycle management, and label expansions will be monitored given the company’s emphasis on operational discipline.</p>\n<p><h3><b>Most Promising Growth Vector</b></h3>\nThe most promising growth vector is the non-COVID biopharma portfolio underpinning consistent prescriptions in immunology, oncology, and rare disease. The expected USD 16.31 billion contribution reflects diversified demand across therapeutic areas, where recent launches and indications can offset loss of exclusivity headwinds. Sequential improvement in adjusted EPS and EBIT forecasts suggests margin capture from cost actions and mix improvement. A continued pivot to specialty medicines with differentiated clinical profiles can support pricing and access, while broader market uptake will depend on formulary positioning and competitive read-throughs from peers. Any incremental U.S. pricing pressure or international tender dynamics could temper upside, although operating expense control and capital allocation discipline provide a buffer for earnings resilience.</p>\n<p><h3><b>Stock Price Drivers This Quarter</b></h3>\nThe stock’s performance this quarter will be most sensitive to the relationship between revenue trajectory and margin execution. If gross margin remains close to 76.11% and net margin trends align with last quarter’s 21.26%, the earnings algorithm could validate the EPS estimate of USD 0.57 despite a revenue decline of 2.32%. Visibility on non-COVID product growth and commentary on pipeline milestones will shape sentiment, particularly around late-stage assets and recent launches. Management’s discussion of inventory normalization, demand patterns across primary care and specialty, and cost reduction progress will be pivotal for investors evaluating cash flow conversion and near-term guidance. Any updates to full-year revenue or EPS ranges, as well as color on pricing and access developments, may drive post-print revisions to consensus estimates.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nMost institutional commentary compiled during October 21, 2025 to January 27, 2026 presents a cautious stance, with the majority leaning neutral-to-bearish on near-term revenue while acknowledging improving EPS quality from cost actions. Analysts emphasize that consensus expects revenue at USD 16.96 billion and EPS at USD 0.57, with EBIT at USD 4.28 billion, while watchpoints include the degree of non-COVID growth offset and sustainability of cost efficiencies. Well-followed sell-side teams highlight downside risk if COVID-related sales headwinds extend and competitive pressures intensify in immunology and oncology, though they also note that positive surprises could materialize from accelerated uptake of newer assets. The majority view holds that maintaining margins near last quarter’s levels is crucial to meeting EPS targets; failure to execute on mix and expense control would likely lead to estimate drift and cautious positioning ahead of guidance updates.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107228118","content_text":"Abstract\nPfizer will report its quarterly results on February 03, 2026, Pre-Market; this preview summarizes consensus expectations and company guidance alongside segment performance, margins, and earnings trajectory from October 21, 2025 to January 27, 2026.\nMarket Forecast\nConsensus points to Pfizer’s current-quarter revenue at USD 16.96 billion, with an adjusted EPS estimate of USD 0.57, and EBIT at USD 4.28 billion; year over year, revenue is projected to decline by 2.32%, adjusted EPS to increase by 21.18%, and EBIT to increase by 21.54%. Margin expectations imply a stable gross profit structure and improving profitability; highlights center on stabilized core biopharma demand and cost discipline, while segment outlooks suggest reduced COVID-19 contributions and steadier non-COVID portfolios. The most promising area cited is core biopharmaceutical products, expected to contribute USD 16.31 billion this quarter, driven by steady demand across immunology, oncology, and rare disease portfolios with mixed YoY trends.\nLast Quarter Review\nPfizer’s previous quarter delivered revenue of USD 16.65 billion, a gross profit margin of 76.11%, GAAP net profit attributable to the parent company of USD 3.54 billion, a net profit margin of 21.26%, and adjusted EPS of USD 0.87; year over year, revenue fell by 5.92%, adjusted EPS declined by 17.93%, and EBIT decreased by 19.92%. Notably, adjusted EPS of USD 0.87 exceeded the prior consensus by USD 0.24, and EBIT of USD 5.64 billion was above expectations by USD 0.84 billion. Main business revenue was led by core biopharmaceutical products at USD 16.31 billion, while the operating segment contributed USD 0.34 billion; the mix reflected a dominant share for core biopharma at 97.93% with differing YoY momentum across portfolios.\nCurrent Quarter Outlook\nCore Biopharmaceutical Products\nCore biopharmaceutical products remain the central revenue engine for Pfizer in the present quarter. The segment is forecast to generate USD 16.31 billion, maintaining an outsized share of total sales. Investors will focus on the balance between legacy brands and newer launches, including dynamics in cardiovascular-metabolic, immunology, and oncology portfolios. Pricing in key markets has shown normalization trends, and unit demand appears resilient, which supports sequential EBIT leverage if gross margin efficiency remains near last quarter’s 76.11%. The product mix shift away from volatile COVID-related demand toward chronic therapies may help smooth seasonality, though competition in immunology and oncology could weigh on volume growth. Execution on supply continuity, life-cycle management, and label expansions will be monitored given the company’s emphasis on operational discipline.\nMost Promising Growth Vector\nThe most promising growth vector is the non-COVID biopharma portfolio underpinning consistent prescriptions in immunology, oncology, and rare disease. The expected USD 16.31 billion contribution reflects diversified demand across therapeutic areas, where recent launches and indications can offset loss of exclusivity headwinds. Sequential improvement in adjusted EPS and EBIT forecasts suggests margin capture from cost actions and mix improvement. A continued pivot to specialty medicines with differentiated clinical profiles can support pricing and access, while broader market uptake will depend on formulary positioning and competitive read-throughs from peers. Any incremental U.S. pricing pressure or international tender dynamics could temper upside, although operating expense control and capital allocation discipline provide a buffer for earnings resilience.\nStock Price Drivers This Quarter\nThe stock’s performance this quarter will be most sensitive to the relationship between revenue trajectory and margin execution. If gross margin remains close to 76.11% and net margin trends align with last quarter’s 21.26%, the earnings algorithm could validate the EPS estimate of USD 0.57 despite a revenue decline of 2.32%. Visibility on non-COVID product growth and commentary on pipeline milestones will shape sentiment, particularly around late-stage assets and recent launches. Management’s discussion of inventory normalization, demand patterns across primary care and specialty, and cost reduction progress will be pivotal for investors evaluating cash flow conversion and near-term guidance. Any updates to full-year revenue or EPS ranges, as well as color on pricing and access developments, may drive post-print revisions to consensus estimates.\nAnalyst Opinions\nMost institutional commentary compiled during October 21, 2025 to January 27, 2026 presents a cautious stance, with the majority leaning neutral-to-bearish on near-term revenue while acknowledging improving EPS quality from cost actions. Analysts emphasize that consensus expects revenue at USD 16.96 billion and EPS at USD 0.57, with EBIT at USD 4.28 billion, while watchpoints include the degree of non-COVID growth offset and sustainability of cost efficiencies. Well-followed sell-side teams highlight downside risk if COVID-related sales headwinds extend and competitive pressures intensify in immunology and oncology, though they also note that positive surprises could materialize from accelerated uptake of newer assets. The majority view holds that maintaining margins near last quarter’s levels is crucial to meeting EPS targets; failure to execute on mix and expense control would likely lead to estimate drift and cautious positioning ahead of guidance updates.","news_type":1,"symbols_score_info":{"PFE":1}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526785568896520,"gmtCreate":1769645163207,"gmtModify":1769645166987,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying on","listText":"Buying on","text":"Buying on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526785568896520","repostId":"2607729614","repostType":4,"repost":{"id":"2607729614","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":1769642917,"share":"https://ttm.financial/m/news/2607729614?lang=en_US&edition=fundamental","pubTime":"2026-01-29 07:28","market":"sh","language":"en","title":"S&P 500 Touches 7,000 For The First Time, Led By A Surprising Group Of Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2607729614","media":"Dow Jones","summary":"Wall Street has a new number to brag about - almost.The S&P 500 SPX on Wednesday reached 7,000 for the first time in history, extending a rally that has pushed U.S. large-cap stocks into a territory...","content":"<html><head></head><body><p>Wall Street has a new number to brag about - almost.</p><p>The S&amp;P 500 SPX on Wednesday reached 7,000 for the first time in history, extending a rally that has pushed U.S. large-cap stocks into a territory few investors imagined decades ago, but then pulled back.</p><p>The S&amp;P 500 gained 0.3% to trade at a session peak of 7,002.28 Wednesday, a new intraday record, but then failed to finish above the 7,000 threshold for the first time ever.</p><p>Wednesday would have marked 302 trading days - or about 14 months - since the S&amp;P 500&#39;s last 1,000-point milestone, according to Dow Jones Market Data. The large-cap benchmark index finished above 6,000 for the first time on Nov. 11, 2024. Investors will be waiting for a close above 7,000 to confirm the new milestone.</p><p>Recent 1,000-point milestones have been arriving more frequently lately. The index took just 190 days to get from 5,000 to 6,000, and 719 days to go from 4,000 to 5,000. By comparison, it took 4,168 trading days for the index to go from 1,000 to 2,000 (see table below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/081f901b6bbb1d95aafac17e03f2d3e9\" alt=\"SOURCE: DOW JONES MARKET DATA\" title=\"SOURCE: DOW JONES MARKET DATA\" tg-width=\"700\" tg-height=\"235\"/><span>SOURCE: DOW JONES MARKET DATA</span></p><p>&#34;It&#39;s a chaotic start to the year, but what we&#39;ve seen is a major rotation underway. We&#39;re seeing stocks that don&#39;t tend to lead during the heart of bull markets - meaning energy XX:SP500.10, materials XX:SP500.15 and consumer staples XX:SP500.30 stocks - leading the rally,&#34; said Jay Woods, chief market strategist at Freedom Capital Markets.</p><p>Yet &#34;that&#39;s the wrong leadership,&#34; Woods said, adding that the stock market still needs the so-called Magnificent Seven group of tech companies to drive an &#34;explosive rally&#34; - a dynamic that has played out so far this week as the S&amp;P 500 pushes toward 7,000 ahead of megacap tech earnings later on Wednesday.</p><p>The S&amp;P 500 kicked off the new year hovering just below the 7,000 level, but the final push to its next big round-number milestone got bumpy after President Donald Trump blasted into 2026 with dramatic moves in foreign policy, including a military operation in Venezuela that captured the country&#39;s then leader, Nicholás Maduro, and commandeered some of its oil revenue.</p><p>Last week Trump also briefly renewed tariff threats against European allies, stemming from their opposition to his talk of acquiring Greenland. That temporarily sparked wild swings in the stock market, which quickly recovered.</p><p>Other major stock indexes also closed near record territory, with the Dow Jones Industrial Average DJIA at 49,015.60, or 1.2% below its prior record. The Nasdaq composite COMP ended at 23,857.45, 0.4% from its record level. Gold (GC00), silver (SI00) and copper (HG00) have been surging to new highs.</p><p>More notably, the small-cap Russell 2000 index RUT has led the way up in 2026, rising almost 7% so far this month, while the large-cap S&amp;P 500 has gained less than 2% in the same period, according to FactSet data. The outperformance of small caps reflects hopes for an accelerating U.S. economy, as smaller, domestically focused companies tend to benefit from rising investor appetite for higher growth and riskier stocks when the economy is on firm ground.</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>S&P 500 Touches 7,000 For The First Time, Led By A Surprising Group Of Stocks</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\">\nS&P 500 Touches 7,000 For The First Time, Led By A Surprising Group Of Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-29 07:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street has a new number to brag about - almost.</p><p>The S&amp;P 500 SPX on Wednesday reached 7,000 for the first time in history, extending a rally that has pushed U.S. large-cap stocks into a territory few investors imagined decades ago, but then pulled back.</p><p>The S&amp;P 500 gained 0.3% to trade at a session peak of 7,002.28 Wednesday, a new intraday record, but then failed to finish above the 7,000 threshold for the first time ever.</p><p>Wednesday would have marked 302 trading days - or about 14 months - since the S&amp;P 500&#39;s last 1,000-point milestone, according to Dow Jones Market Data. The large-cap benchmark index finished above 6,000 for the first time on Nov. 11, 2024. Investors will be waiting for a close above 7,000 to confirm the new milestone.</p><p>Recent 1,000-point milestones have been arriving more frequently lately. The index took just 190 days to get from 5,000 to 6,000, and 719 days to go from 4,000 to 5,000. By comparison, it took 4,168 trading days for the index to go from 1,000 to 2,000 (see table below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/081f901b6bbb1d95aafac17e03f2d3e9\" alt=\"SOURCE: DOW JONES MARKET DATA\" title=\"SOURCE: DOW JONES MARKET DATA\" tg-width=\"700\" tg-height=\"235\"/><span>SOURCE: DOW JONES MARKET DATA</span></p><p>&#34;It&#39;s a chaotic start to the year, but what we&#39;ve seen is a major rotation underway. We&#39;re seeing stocks that don&#39;t tend to lead during the heart of bull markets - meaning energy XX:SP500.10, materials XX:SP500.15 and consumer staples XX:SP500.30 stocks - leading the rally,&#34; said Jay Woods, chief market strategist at Freedom Capital Markets.</p><p>Yet &#34;that&#39;s the wrong leadership,&#34; Woods said, adding that the stock market still needs the so-called Magnificent Seven group of tech companies to drive an &#34;explosive rally&#34; - a dynamic that has played out so far this week as the S&amp;P 500 pushes toward 7,000 ahead of megacap tech earnings later on Wednesday.</p><p>The S&amp;P 500 kicked off the new year hovering just below the 7,000 level, but the final push to its next big round-number milestone got bumpy after President Donald Trump blasted into 2026 with dramatic moves in foreign policy, including a military operation in Venezuela that captured the country&#39;s then leader, Nicholás Maduro, and commandeered some of its oil revenue.</p><p>Last week Trump also briefly renewed tariff threats against European allies, stemming from their opposition to his talk of acquiring Greenland. That temporarily sparked wild swings in the stock market, which quickly recovered.</p><p>Other major stock indexes also closed near record territory, with the Dow Jones Industrial Average DJIA at 49,015.60, or 1.2% below its prior record. The Nasdaq composite COMP ended at 23,857.45, 0.4% from its record level. Gold (GC00), silver (SI00) and copper (HG00) have been surging to new highs.</p><p>More notably, the small-cap Russell 2000 index RUT has led the way up in 2026, rising almost 7% so far this month, while the large-cap S&amp;P 500 has gained less than 2% in the same period, according to FactSet data. The outperformance of small caps reflects hopes for an accelerating U.S. economy, as smaller, domestically focused companies tend to benefit from rising investor appetite for higher growth and riskier stocks when the economy is on firm ground.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4588":"碎股","NDX":"纳斯达克100指数","BK4550":"红杉资本持仓",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607729614","content_text":"Wall Street has a new number to brag about - almost.The S&P 500 SPX on Wednesday reached 7,000 for the first time in history, extending a rally that has pushed U.S. large-cap stocks into a territory few investors imagined decades ago, but then pulled back.The S&P 500 gained 0.3% to trade at a session peak of 7,002.28 Wednesday, a new intraday record, but then failed to finish above the 7,000 threshold for the first time ever.Wednesday would have marked 302 trading days - or about 14 months - since the S&P 500's last 1,000-point milestone, according to Dow Jones Market Data. The large-cap benchmark index finished above 6,000 for the first time on Nov. 11, 2024. Investors will be waiting for a close above 7,000 to confirm the new milestone.Recent 1,000-point milestones have been arriving more frequently lately. The index took just 190 days to get from 5,000 to 6,000, and 719 days to go from 4,000 to 5,000. By comparison, it took 4,168 trading days for the index to go from 1,000 to 2,000 (see table below).SOURCE: DOW JONES MARKET DATA\"It's a chaotic start to the year, but what we've seen is a major rotation underway. We're seeing stocks that don't tend to lead during the heart of bull markets - meaning energy XX:SP500.10, materials XX:SP500.15 and consumer staples XX:SP500.30 stocks - leading the rally,\" said Jay Woods, chief market strategist at Freedom Capital Markets.Yet \"that's the wrong leadership,\" Woods said, adding that the stock market still needs the so-called Magnificent Seven group of tech companies to drive an \"explosive rally\" - a dynamic that has played out so far this week as the S&P 500 pushes toward 7,000 ahead of megacap tech earnings later on Wednesday.The S&P 500 kicked off the new year hovering just below the 7,000 level, but the final push to its next big round-number milestone got bumpy after President Donald Trump blasted into 2026 with dramatic moves in foreign policy, including a military operation in Venezuela that captured the country's then leader, Nicholás Maduro, and commandeered some of its oil revenue.Last week Trump also briefly renewed tariff threats against European allies, stemming from their opposition to his talk of acquiring Greenland. That temporarily sparked wild swings in the stock market, which quickly recovered.Other major stock indexes also closed near record territory, with the Dow Jones Industrial Average DJIA at 49,015.60, or 1.2% below its prior record. The Nasdaq composite COMP ended at 23,857.45, 0.4% from its record level. Gold (GC00), silver (SI00) and copper (HG00) have been surging to new highs.More notably, the small-cap Russell 2000 index RUT has led the way up in 2026, rising almost 7% so far this month, while the large-cap S&P 500 has gained less than 2% in the same period, according to FactSet data. The outperformance of small caps reflects hopes for an accelerating U.S. economy, as smaller, domestically focused companies tend to benefit from rising investor appetite for higher growth and riskier stocks when the economy is on firm ground.","news_type":1,"symbols_score_info":{".DJI":2,"ESmain":2,"NQmain":2,"YMmain":2,"NDX":2,".SPX":2,"MNQ2612":2,"MNQ2603":2,"MNQmain":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526755324056560,"gmtCreate":1769637879130,"gmtModify":1769637882840,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying&nbsp;","listText":"Buying&nbsp;","text":"Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526755324056560","repostId":"2606753336","repostType":2,"repost":{"id":"2606753336","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1769549344,"share":"https://ttm.financial/m/news/2606753336?lang=en_US&edition=fundamental","pubTime":"2026-01-28 05:29","market":"fut","language":"en","title":"Intel CFO David Zinsner Reports Acquisition of Common Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2606753336","media":"Reuters","summary":"David Zinsner, Executive Vice President and Chief Financial Officer of Intel Corporation, reported the acquisition of common shares of Intel Corporation. The full filing can be accessed through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Intel Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on January 27, 2026, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      Intel CFO David Zinsner Reports Acquisition of Common Shares\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        David Zinsner, Executive Vice President and Chief Financial Officer of Intel Corporation, reported the acquisition of common shares of Intel Corporation. The full filing can be accessed through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Intel Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0000050863-26-000032), on January 27, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></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>Intel CFO David Zinsner Reports Acquisition of Common Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel CFO David Zinsner Reports Acquisition of Common Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-28 05:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      Intel CFO David Zinsner Reports Acquisition of Common Shares\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        David Zinsner, Executive Vice President and Chief Financial Officer of Intel Corporation, reported the acquisition of common shares of Intel Corporation. The full filing can be accessed through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Intel Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0000050863-26-000032), on January 27, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4535":"淡马锡持仓","INTC":"英特尔","BK4602":"量子计算概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4550":"红杉资本持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4588":"碎股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4605":"半导体精选","04335":"英特尔-T","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4543":"AI","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260127:nNDLbWfz2t:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606753336","content_text":"Intel CFO David Zinsner Reports Acquisition of Common Shares\n    \n\n        David Zinsner, Executive Vice President and Chief Financial Officer of Intel Corporation, reported the acquisition of common shares of Intel Corporation. The full filing can be accessed through the link below.\n      \n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Intel Corporation published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0000050863-26-000032), on January 27, 2026, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"INTC":1.95,"04335":1.95}},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526627295000040,"gmtCreate":1769606515693,"gmtModify":1769606518379,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> buying&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> buying&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526627295000040","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526618694104256,"gmtCreate":1769604530396,"gmtModify":1769604533915,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Buying","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Buying","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526618694104256","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":833716311,"gmtCreate":1629262512033,"gmtModify":1676529983624,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>strong buying","listText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>strong buying","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$strong buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":63,"commentSize":27,"repostSize":1,"link":"https://ttm.financial/post/833716311","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087698744325360","authorId":"4087698744325360","name":"glorify","avatar":"https://static.tigerbbs.com/bb1a0d88b0029e6cb51d7065d6b143e5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087698744325360","idStr":"4087698744325360"},"content":"YZJ is a good stock. it has potential. strong buy! ???","text":"YZJ is a good stock. it has potential. strong buy! ???","html":"YZJ is a good stock. it has potential. strong buy! ???"},{"author":{"id":"3584911736417489","authorId":"3584911736417489","name":"Fly High","avatar":"https://static.tigerbbs.com/8572d7c834f14d421f65ad1ce935d0c8","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3584911736417489","idStr":"3584911736417489"},"content":"Yes. Strong order book, great potential....","text":"Yes. Strong order book, great potential....","html":"Yes. Strong order book, great potential...."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472077903962184,"gmtCreate":1756284940013,"gmtModify":1756284944394,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"Palantir trend up. U buy, I buy, all buying up","listText":"Palantir trend up. U buy, I buy, all buying up","text":"Palantir trend up. U buy, I buy, all buying up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":2,"repostSize":13,"link":"https://ttm.financial/post/472077903962184","isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131048448,"gmtCreate":1621818567884,"gmtModify":1704362694504,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>as expected! Up trend to $15","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>as expected! Up trend to $15","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$as expected! Up trend to $15","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/131048448","isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"Happy to see it going up!","text":"Happy to see it going up!","html":"Happy to see it going up!"},{"author":{"id":"3561928311698621","authorId":"3561928311698621","name":"Keanho","avatar":"https://community-static.tradeup.com/news/e0447c26e2b06034bf193f69fea3d194","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"3561928311698621","idStr":"3561928311698621"},"content":"Very optimistiC","text":"Very optimistiC","html":"Very optimistiC"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139862615,"gmtCreate":1621607145937,"gmtModify":1704360499478,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buy tiger! Sell tesla!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buy tiger! Sell tesla!","text":"$Tiger Brokers(TIGR)$buy tiger! Sell tesla!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":23,"repostSize":0,"link":"https://ttm.financial/post/139862615","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3582175710040105","idStr":"3582175710040105"},"content":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro.","text":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro.","html":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro."},{"author":{"id":"137170540570035","authorId":"137170540570035","name":"蚂蚁腿也是肉呀","avatar":"https://static.tigerbbs.com/a46329377dd8df2e0e57c3a9e4acb177","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"137170540570035","idStr":"137170540570035"},"content":"Raise the card, almost. I've been buying it.","text":"Raise the card, almost. I've been buying it.","html":"Raise the card, almost. I've been buying it."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214177884717192,"gmtCreate":1693307970156,"gmtModify":1693307971908,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics(SENS)$ &nbsp;</a> Great buying&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics(SENS)$ &nbsp;</a> Great buying&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$Senseonics(SENS)$ Great buying [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/214177884717192","isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"content":"more buying [Miser] [Miser] [Miser] [Miser] [Miser]","text":"more buying [Miser] [Miser] [Miser] [Miser] [Miser]","html":"more buying [Miser] [Miser] [Miser] [Miser] [Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119545674,"gmtCreate":1622556620998,"gmtModify":1704186283373,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>sell n profit!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>sell n profit!","text":"$Tiger Brokers(TIGR)$sell n profit!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/119545674","isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"content":"if you short sell, you are going to regret it. take care","text":"if you short sell, you are going to regret it. take care","html":"if you short sell, you are going to regret it. take care"},{"author":{"id":"3573719572697574","authorId":"3573719572697574","name":"张大发同学","avatar":"https://static.tigerbbs.com/3fd7bf41ad5567dd93aae0ed6e28e6fe","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573719572697574","idStr":"3573719572697574"},"content":"Sell early, brother","text":"Sell early, brother","html":"Sell early, brother"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895498492,"gmtCreate":1628762951316,"gmtModify":1676529846041,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up today to 18.3","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up today to 18.3","text":"$Tiger Brokers(TIGR)$up today to 18.3","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/895498492","isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571149964024608","authorId":"3571149964024608","name":"Kingvect","avatar":"https://static.tigerbbs.com/da838815e20279e45c29d95e07bdb79a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3571149964024608","idStr":"3571149964024608"},"content":"so? now so many competitors, it won't go back to 30 plus that soon...unless they do something about it.","text":"so? now so many competitors, it won't go back to 30 plus that soon...unless they do something about it.","html":"so? now so many competitors, it won't go back to 30 plus that soon...unless they do something about it."},{"author":{"id":"3583395706599038","authorId":"3583395706599038","name":"FlyingArrowz","avatar":"https://static.tigerbbs.com/0b713601242c1dd7d75d4de15f85a80d","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3583395706599038","idStr":"3583395706599038"},"content":"the way to rise to the moon is a kind heart rich boss throw in 5 millions buy all the shares way up.. haha!","text":"the way to rise to the moon is a kind heart rich boss throw in 5 millions buy all the shares way up.. haha!","html":"the way to rise to the moon is a kind heart rich boss throw in 5 millions buy all the shares way up.. haha!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806297102,"gmtCreate":1627656537606,"gmtModify":1703494299761,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buying time","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buying time","text":"$Tiger Brokers(TIGR)$buying time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/806297102","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180782226,"gmtCreate":1623227367165,"gmtModify":1704198763910,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>issue price lower than current price! Sell n profit first! Hahaha!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>issue price lower than current price! Sell n profit first! Hahaha!","text":"$Tiger Brokers(TIGR)$issue price lower than current price! Sell n profit first! Hahaha!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/180782226","isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"content":"even in Singapore, placement price is issued at not more than 10 percent last traded price or volume weighted average price. go read the listing rules if you do not understand","text":"even in Singapore, placement price is issued at not more than 10 percent last traded price or volume weighted average price. go read the listing rules if you do not understand","html":"even in Singapore, placement price is issued at not more than 10 percent last traded price or volume weighted average price. go read the listing rules if you do not understand"},{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"content":"this gentleman asks people to sell when tiger share price burst up on the upside","text":"this gentleman asks people to sell when tiger share price burst up on the upside","html":"this gentleman asks people to sell when tiger share price burst up on the upside"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943358806,"gmtCreate":1679180326905,"gmtModify":1679180331274,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":39,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943358806","repostId":"2320584107","repostType":4,"repost":{"id":"2320584107","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":1679186631,"share":"https://ttm.financial/m/news/2320584107?lang=en_US&edition=fundamental","pubTime":"2023-03-19 08:43","market":"us","language":"en","title":"What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2320584107","media":"Dow Jones","summary":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors","content":"<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&amp;P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike</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\">\nWhat It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-19 08:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&amp;P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4548":"巴美列捷福持仓","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4588":"碎股","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4552":"Archegos爆仓风波概念","LU1861217088.USD":"贝莱德金融科技A2",".DJI":"道琼斯","BK4118":"综合性资本市场","SBNY":"签字银行","BK4589":"SVB概念","BK4211":"区域性银行",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320584107","content_text":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.Fear of unknown risksWild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”The Dow Jones Industrial Average shed 384 points Friday, the S&P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.","news_type":1,"symbols_score_info":{"CS":0.9,".SPX":0.9,".DJI":0.9,"FRC":0.9,".IXIC":0.9,"SBNY":0.9}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}