UTOtrader personal page - To The Moon

UTOtrader

UTOtrader

a trader$$$$$$ rocket up

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04-02

Buy N buy

Iran and Oman Draft Hormuz Strait Passage Agreement

04-01

$YZJ Fin Hldg(YF8.SI)$ Start buying

04-01

$YZJ Shipbldg SGD(BS6.SI)$ In And buy

04-01

$SGX(S68.SI)$ More buying Uptrend

03-24

$Tencent Music(TME)$ Downtrend

03-23

Buy n buy

US Stock Futures Rise 2% After Trump Says U.S. and Iran Have Held "Productive" Talks. Oil Tumbles over 12%

03-09

Selling

Stock Track | Applied Materials Plunges 5.68% in Pre-market on Regulatory Fine and Geopolitical Risks

02-13

$Applied Materials(AMAT)$ 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

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N buy","listText":"Buy N buy","text":"Buy N buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/549359535875816","repostId":"1165196589","repostType":4,"repost":{"id":"1165196589","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":1775141612,"share":"https://ttm.financial/m/news/1165196589?lang=en_US&edition=fundamental","pubTime":"2026-04-02 22:53","market":"fut","language":"en","title":"Iran and Oman Draft Hormuz Strait Passage Agreement","url":"https://stock-news.laohu8.com/highlight/detail?id=1165196589","media":"Tiger Newspress","summary":"Iran is reportedly collaborating with Oman to draft an agreement concerning the passage through the Hormuz Strait. 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Start buying&nbsp;","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Start buying&nbsp;","text":"$YZJ Fin Hldg(YF8.SI)$ Start buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548867531420744","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":548867265979896,"gmtCreate":1775025251632,"gmtModify":1775025254981,"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/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; In&nbsp; And&nbsp; buy&nbsp;","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YZJ Shipbldg SGD(BS6.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; In&nbsp; And&nbsp; buy&nbsp;","text":"$YZJ Shipbldg SGD(BS6.SI)$ In And buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548867265979896","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":548867528619592,"gmtCreate":1775025174320,"gmtModify":1775025178183,"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; More buying&nbsp; Uptrend&nbsp;","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SGX(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; More buying&nbsp; Uptrend&nbsp;","text":"$SGX(S68.SI)$ More buying Uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548867528619592","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":546204633237032,"gmtCreate":1774361794293,"gmtModify":1774361797748,"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/TME\">$Tencent Music(TME)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Downtrend&nbsp;","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Downtrend&nbsp;","text":"$Tencent Music(TME)$ Downtrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/546204633237032","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":545814447423568,"gmtCreate":1774266607976,"gmtModify":1774266611959,"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":"Buy n buy","listText":"Buy n buy","text":"Buy n buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/545814447423568","repostId":"1133134319","repostType":2,"repost":{"id":"1133134319","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":1774264158,"share":"https://ttm.financial/m/news/1133134319?lang=en_US&edition=fundamental","pubTime":"2026-03-23 19:09","market":"fut","language":"en","title":"US Stock Futures Rise 2% After Trump Says U.S. and Iran Have Held \"Productive\" Talks. Oil Tumbles over 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133134319","media":"Tiger Newspress","summary":"US Stock Futures Turn Up and Rise More Than 2%. Oil Tumbles 10%","content":"<html><head></head><body><p>Stock futures shot higher in a sudden move after President Donald Trump said the U.S. and Iran have held productive talks over the last two days and he was halting any strikes on Iranian power plants and energy infrastructure.</p><p style=\"text-align: start;\">Dow Jones Industrial Average futures jumped 871 points, or 1.9% higher. S&amp;P 500 futures jumped 2.1%, and Nasdaq-100 futures added 1.93%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d981684380b087baa1c6bcc699e4da3\" title=\"\" tg-width=\"567\" tg-height=\"248\"/></p><p>While oil futures sank over 12% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fff5c2e99a3f5cd0cabd8113f1fcf9c\" title=\"\" tg-width=\"562\" tg-height=\"263\"/></p><p style=\"text-align: start;\">“I am pleased to report that the United States of America, and the country of Iran, have had, over the last two days, very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East,” wrote Trump in a Truth Social post.</p><p style=\"text-align: start;\">Those moves came as the Iran war entered its fourth week, with tensions escalating over the weekend. President Donald Trump threatened an attack on Iranian power plants if the Strait of Hormuz — a key shipping route for oil and other energy products — isn’t reopened. Iran responded in turn said it would target U.S. infrastructure, including energy and desalination facilities in the Gulf, if the U.S. carried out its threat.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Stock Futures Rise 2% After Trump Says U.S. and Iran Have Held \"Productive\" Talks. Oil Tumbles over 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Stock Futures Rise 2% After Trump Says U.S. and Iran Have Held \"Productive\" Talks. Oil Tumbles over 12%\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\">2026-03-23 19:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures shot higher in a sudden move after President Donald Trump said the U.S. and Iran have held productive talks over the last two days and he was halting any strikes on Iranian power plants and energy infrastructure.</p><p style=\"text-align: start;\">Dow Jones Industrial Average futures jumped 871 points, or 1.9% higher. S&amp;P 500 futures jumped 2.1%, and Nasdaq-100 futures added 1.93%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d981684380b087baa1c6bcc699e4da3\" title=\"\" tg-width=\"567\" tg-height=\"248\"/></p><p>While oil futures sank over 12% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fff5c2e99a3f5cd0cabd8113f1fcf9c\" title=\"\" tg-width=\"562\" tg-height=\"263\"/></p><p style=\"text-align: start;\">“I am pleased to report that the United States of America, and the country of Iran, have had, over the last two days, very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East,” wrote Trump in a Truth Social post.</p><p style=\"text-align: start;\">Those moves came as the Iran war entered its fourth week, with tensions escalating over the weekend. President Donald Trump threatened an attack on Iranian power plants if the Strait of Hormuz — a key shipping route for oil and other energy products — isn’t reopened. Iran responded in turn said it would target U.S. infrastructure, including energy and desalination facilities in the Gulf, if the U.S. carried out its threat.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133134319","content_text":"Stock futures shot higher in a sudden move after President Donald Trump said the U.S. and Iran have held productive talks over the last two days and he was halting any strikes on Iranian power plants and energy infrastructure.Dow Jones Industrial Average futures jumped 871 points, or 1.9% higher. S&P 500 futures jumped 2.1%, and Nasdaq-100 futures added 1.93%.While oil futures sank over 12% on the news.“I am pleased to report that the United States of America, and the country of Iran, have had, over the last two days, very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East,” wrote Trump in a Truth Social post.Those moves came as the Iran war entered its fourth week, with tensions escalating over the weekend. President Donald Trump threatened an attack on Iranian power plants if the Strait of Hormuz — a key shipping route for oil and other energy products — isn’t reopened. Iran responded in turn said it would target U.S. infrastructure, including energy and desalination facilities in the Gulf, if the U.S. carried out its threat.","news_type":1,"symbols_score_info":{"ESmain":2,"YMmain":2,"CLmain":2,"NQmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540814823261536,"gmtCreate":1773056579425,"gmtModify":1773056583445,"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540814823261536","repostId":"1118107135","repostType":2,"repost":{"id":"1118107135","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1772808874,"share":"https://ttm.financial/m/news/1118107135?lang=en_US&edition=fundamental","pubTime":"2026-03-06 22:54","market":"hk","language":"en","title":"Stock Track | Applied Materials Plunges 5.68% in Pre-market on Regulatory Fine and Geopolitical Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1118107135","media":"Stock Track","summary":"Applied Materials (AMAT) experienced a sharp pre-market decline of 5.68%, reflecting heightened investor concerns.The downturn is primarily attributed to a significant regulatory settlement. The...","content":"<p>Applied Materials (AMAT) experienced a sharp pre-market decline of 5.68%, reflecting heightened investor concerns.</p><p>The downturn is primarily attributed to a significant regulatory settlement. The company agreed to pay over $252 million to the U.S. Department of Commerce for unlawfully re-exporting semiconductor manufacturing equipment to SMIC in China, raising concerns about legal exposure and operational risks.</p><p>Broader sector pressures also contributed to the sell-off. Geopolitical tensions, including fears of a global energy price shock stemming from the Iran conflict, have negatively impacted the semiconductor industry. Additionally, recent insider selling by the company's CFO and Chief Accounting Officer, coupled with analyst views that the stock may be trading at a premium valuation, further dampened investor sentiment.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Applied Materials Plunges 5.68% in Pre-market on Regulatory Fine and Geopolitical Risks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Applied Materials Plunges 5.68% in Pre-market on Regulatory Fine and Geopolitical Risks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-03-06 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Applied Materials (AMAT) experienced a sharp pre-market decline of 5.68%, reflecting heightened investor concerns.</p><p>The downturn is primarily attributed to a significant regulatory settlement. The company agreed to pay over $252 million to the U.S. Department of Commerce for unlawfully re-exporting semiconductor manufacturing equipment to SMIC in China, raising concerns about legal exposure and operational risks.</p><p>Broader sector pressures also contributed to the sell-off. Geopolitical tensions, including fears of a global energy price shock stemming from the Iran conflict, have negatively impacted the semiconductor industry. Additionally, recent insider selling by the company's CFO and Chief Accounting Officer, coupled with analyst views that the stock may be trading at a premium valuation, further dampened investor sentiment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118107135","content_text":"Applied Materials (AMAT) experienced a sharp pre-market decline of 5.68%, reflecting heightened investor concerns.The downturn is primarily attributed to a significant regulatory settlement. The company agreed to pay over $252 million to the U.S. Department of Commerce for unlawfully re-exporting semiconductor manufacturing equipment to SMIC in China, raising concerns about legal exposure and operational risks.Broader sector pressures also contributed to the sell-off. Geopolitical tensions, including fears of a global energy price shock stemming from the Iran conflict, have negatively impacted the semiconductor industry. Additionally, recent insider selling by the company's CFO and Chief Accounting Officer, coupled with analyst views that the stock may be trading at a premium valuation, further dampened investor sentiment.","news_type":1,"symbols_score_info":{"AMAT":1}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532349601874960,"gmtCreate":1770989862796,"gmtModify":1770989866689,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; More Buying Uptrend&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; More Buying Uptrend&nbsp;","text":"$Applied Materials(AMAT)$ More Buying Uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532349601874960","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":530135221507536,"gmtCreate":1770449122365,"gmtModify":1770449125392,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"99","listText":"99","text":"99","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/530135221507536","isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529280910803128,"gmtCreate":1770241093699,"gmtModify":1770241097761,"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 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":{"LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0171293334.USD":"贝莱德英国基金A2","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - 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Global Dynamic Dividend A MIncA USD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2211817866.USD":"Allianz Food Security AT Acc USD"},"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":{"GOOG":2,"GOOY":0.6,"GOOGL":2,"GGLL":0.6,"GOU":0.6,"GOOW":0.6,"GGLS":0.6,"GOOX":0.6}},"isVote":1,"tweetType":1,"viewCount":948,"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; 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>Storage Stocks Jump; Western Digital up 7%; Seagate, SanDisk up 3%</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\">\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":{"STX":"希捷科技","WDC":"西部数据","SNXX":"Tradr 2X Long SNDK Daily ETF","SNDK":"闪迪"},"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 $2 billion in May last year.Last week, the company forecast fiscal third-quarter revenue and profit above Wall Street expectations, betting on sales of its hard drives and flash storage for AI servers.","news_type":1,"symbols_score_info":{"WDC":1.1,"SNDK":1.1,"SNXX":1,"STX":1.1}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528801822893168,"gmtCreate":1770124055621,"gmtModify":1770124058926,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528801822893168","isVote":1,"tweetType":1,"viewCount":731,"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":699,"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; 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 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":{"BK4543":"AI","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","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","BK4547":"WSB热门概念","BK4588":"碎股","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","BK4613":"AI应用软件","BK4023":"应用软件","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"},"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 $1.41 billion in sales for the final three months of last year, a year-over-year gain of 70%. \n\n\n  Write to Heather Somerville at heather.somerville@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 02, 2026 16:17 ET (21:17 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"PLTR":1.95}},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528593334293944,"gmtCreate":1770073297698,"gmtModify":1770073300404,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"title":"","htmlText":"Buying more","listText":"Buying more","text":"Buying more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528593334293944","repostId":"2608818237","repostType":2,"repost":{"id":"2608818237","kind":"highlight","pubTimestamp":1770068300,"share":"https://ttm.financial/m/news/2608818237?lang=en_US&edition=fundamental","pubTime":"2026-02-03 05:38","market":"nz","language":"en","title":"Palantir Reports Surging Q4 Growth and Profitability Acceleration","url":"https://stock-news.laohu8.com/highlight/detail?id=2608818237","media":"TIPRANKS","summary":"The latest update is out from Palantir Technologies ( ($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":{"BK4547":"WSB热门概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4023":"应用软件","BK4613":"AI应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4543":"AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"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":879,"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":{"IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTR":"Palantir Technologies Inc.","BK4547":"WSB热门概念","BK4613":"AI应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念"},"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":710,"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":"nz","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":{"LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4527":"明星科技股","TESL":"Simplify Volt TSLA Revolution ETF","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4612":"AI芯片","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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USA GROWTH \"P\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130009939","content_text":"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.\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,"TSLG":1,"TSLS":1,"TSDD":1,"TSLP":1,"TSLO":1,"TSLT":1,"TSLR":1,"07766":1,"CRSH":1,"TSLW":1,"TSII":1,"TESL":1,"TSL":1,"TSLZ":1,"TSLY":1,"TSLQ":1,"TSYY":1,"TSLI":1,"UFO":1}},"isVote":1,"tweetType":1,"viewCount":555,"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":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","PLTW":"PLTR周配息ETF-Roundhill","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTY":"PLTR期权收益策略ETF-YieldMax","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","PLTZ":"2倍做空PLTR ETF-Defiance","BK4574":"无人驾驶","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4613":"AI应用软件","LU0056508442.USD":"贝莱德世界科技基金A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","PLTU":"2倍做多PLTR ETF-Direxion","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608581388","content_text":"Palantir's U.S. commercial revenue soared 137% from a year before, a development that CEO Alex Karp pointed to as evidence of the company's AI momentum.Palantir Technologies reported a record-breaking quarter on Monday, beating revenue and earnings expectations.Palantir stock rose 7% in after-hours trading and extended rally to 10.7% in overnight trading.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'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":{"PLTG":0.6,"PLYY":0.6,"PLTU":0.6,"PLOO":0.6,"PLTY":0.6,"PLTA":0.6,"PLTR":2,"PLTZ":0.6,"PTIR":0.6,"PLTW":0.6,"PLTD":0.6}},"isVote":1,"tweetType":1,"viewCount":432,"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":"hk","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":{"IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4547":"WSB热门概念","BK4613":"AI应用软件","BK4023":"应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4588":"碎股","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","PLTR":"Palantir Technologies Inc.","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI"},"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":467,"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":{"LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4588":"碎股","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4543":"AI","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓","04335":"英特尔-T","BK4612":"AI芯片","BK4515":"5G概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTC":"英特尔","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4605":"半导体精选"},"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":{"04335":1.94,"INTC":1.94}},"isVote":1,"tweetType":1,"viewCount":488,"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,"idStr":"3574547619690492","authorIdStr":"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":1776,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087698744325360","authorId":"4087698744325360","name":"glorify","avatar":"https://static.tigerbbs.com/bb1a0d88b0029e6cb51d7065d6b143e5","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087698744325360","authorIdStr":"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,"idStr":"3584911736417489","authorIdStr":"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,"idStr":"3574547619690492","authorIdStr":"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":2201,"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,"idStr":"3574547619690492","authorIdStr":"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 $15","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/131048448","isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"Happy to see it going up!","text":"Happy to see it going up!","html":"Happy to see it going up!"},{"author":{"id":"3561928311698621","authorId":"3561928311698621","name":"Keanho","avatar":"https://community-static.tradeup.com/news/e0447c26e2b06034bf193f69fea3d194","crmLevel":13,"crmLevelSwitch":1,"idStr":"3561928311698621","authorIdStr":"3561928311698621"},"content":"Very optimistiC","text":"Very optimistiC","html":"Very optimistiC"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139862615,"gmtCreate":1621607145937,"gmtModify":1704360499478,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$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)$buy tiger! Sell tesla!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":23,"repostSize":0,"link":"https://ttm.financial/post/139862615","isVote":1,"tweetType":1,"viewCount":2869,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":7,"crmLevelSwitch":1,"idStr":"3582175710040105","authorIdStr":"3582175710040105"},"content":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro.","text":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro.","html":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro."},{"author":{"id":"137170540570035","authorId":"137170540570035","name":"蚂蚁腿也是肉呀","avatar":"https://static.tigerbbs.com/a46329377dd8df2e0e57c3a9e4acb177","crmLevel":1,"crmLevelSwitch":0,"idStr":"137170540570035","authorIdStr":"137170540570035"},"content":"Raise the card, almost. I've been buying it.","text":"Raise the card, almost. I've been buying it.","html":"Raise the card, almost. I've been buying it."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214177884717192,"gmtCreate":1693307970156,"gmtModify":1693307971908,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SENS\">$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":2450,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574547619690492","authorIdStr":"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,"idStr":"3574547619690492","authorIdStr":"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":2389,"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,"idStr":"3563421686188310","authorIdStr":"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,"idStr":"3573719572697574","authorIdStr":"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,"idStr":"3574547619690492","authorIdStr":"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":3110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571149964024608","authorId":"3571149964024608","name":"Kingvect","avatar":"https://static.tigerbbs.com/da838815e20279e45c29d95e07bdb79a","crmLevel":11,"crmLevelSwitch":1,"idStr":"3571149964024608","authorIdStr":"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,"idStr":"3583395706599038","authorIdStr":"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,"idStr":"3574547619690492","authorIdStr":"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":1665,"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,"idStr":"3574547619690492","authorIdStr":"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":2292,"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,"idStr":"3563421686188310","authorIdStr":"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,"idStr":"3563421686188310","authorIdStr":"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,"idStr":"3574547619690492","authorIdStr":"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":{"LU1861217088.USD":"贝莱德金融科技A2","SBNY":"签字银行","BK4588":"碎股",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4211":"区域性银行","BK4548":"巴美列捷福持仓",".DJI":"道琼斯","BK4552":"Archegos爆仓风波概念","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4589":"SVB概念","BK4118":"综合性资本市场",".IXIC":"NASDAQ Composite"},"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":{"SBNY":0.9,".IXIC":0.9,".DJI":0.9,"CS":0.9,"FRC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}