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01-19

In 100 words

The Magnificent Seven Drove Markets. Now They're Pulling in Different Directions

2025-10-08

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100 words&nbsp;","listText":"In 100 words&nbsp;","text":"In 100 words","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523315550057152","repostId":"2604063799","repostType":2,"repost":{"id":"2604063799","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":1768789161,"share":"https://ttm.financial/m/news/2604063799?lang=en_US&edition=fundamental","pubTime":"2026-01-19 10:19","market":"hk","language":"en","title":"The Magnificent Seven Drove Markets. Now They're Pulling in Different Directions","url":"https://stock-news.laohu8.com/highlight/detail?id=2604063799","media":"Dow Jones","summary":"The Magnificent Seven is now the Mag Five. Or is it the Fab Four?Investors are no longer grouping the market's big tech stocks together in quite the same way.The fortunes of what was once Wall Street's favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.Only Alphabet and Nvidia outperformed the S&P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes Microsoft, Meta Platforms, Apple, Amazon.com and Tesla -- is no longer synonymous with stock-market stardom.\"The correlation has fallen apart,\" said David Bahnsen, chief investment officer at Bahnsen Group. \"What they have in common is being trillion-dollar companies.\". Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2","content":"<html><head></head><body><p>The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market.</p><p>The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market&#39;s big tech stocks together in quite the same way.</p><p>The fortunes of what was once Wall Street&#39;s favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.</p><p>Only  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> outperformed the S&amp;P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>,  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is no longer synonymous with stock-market stardom.</p><p>&#34;The correlation has fallen apart,&#34; said David Bahnsen, chief investment officer at Bahnsen Group. &#34;What they have in common is being trillion-dollar companies.&#34;</p><p>It is a sign that the AI trade has evolved since the raging bull market began, with traders now placing their bets more selectively than before. Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.</p><p>&#34;You&#39;re starting to see it broaden out,&#34; said Michael Hartnett, the Bank of America strategist who is credited with coining the Magnificent Seven moniker back in 2023. The name comes from the classic western movie featuring seven heroic gunfighters and their push to save a small town. &#34;The next Magnificent Seven will be the megacap companies who can show that AI adoption is transforming their huge businesses,&#34; he said.</p><p>&#34;Don&#39;t forget that in the film, only a few survive.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cc59a203624b3fd706be8a48ac9756\" tg-width=\"628\" tg-height=\"513\"/></p><p>Individual investors, many of whom were loyal Mag Seven shareholders, have also started turning their attention to other parts of the market. These retail investors accounted for a significantly smaller proportion of overall trading volume in those seven stocks last year than they did in 2023 or 2024, according to Vanda Research.</p><p>Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.</p><p>Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.</p><p>Amazon, Alphabet, Microsoft and Meta are now the &#34;hyperscalers&#34; spending hundreds of billions to train new AI models, build data centers or expand cloud-computing capacity. Nvidia still dominates the market for the chips needed to power the most advanced AI models.</p><p>Meanwhile, the others are lagging behind. Apple shares trailed the S&amp;P 500 index last year, when the iPhone maker faced criticism for spending less and losing ground to competitors on AI efforts. Tesla stock, once a market highflier, has vastly underperformed several of its Magnificent Seven peers as sales of its electric vehicles have slowed.</p><p>&#34;They&#39;re all at different stages,&#34; said Michael Arone, chief investment strategist at State Street Investment Management. &#34;The rising tide has lifted all boats, and now we&#39;re going to get to the winners and losers.&#34;</p><p>While they might be headed in different directions, each of the Mag Seven still has an outsize influence on the market. Together, they comprise roughly 36% of the S&amp;P 500&#39;s market capitalization, according to Dow Jones Market Data.</p><p>Wall Street has left behind a winding trail of nicknames and acronyms that have long since gone out of style.</p><p>There was the Nifty Fifty, the group of industry-spanning stocks that gained popularity in the late 1960s. Then there was BRIC, which lumped together the emerging markets of Brazil, Russia, India and China, and WATCH, for retailers Walmart, Amazon, Target, Costco and Home Depot.</p><p>That is not to mention BAT (China&#39;s  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> and  <a href=\"https://laohu8.com/S/00700\">TENCENT</a>), FANG (a Mag Seven predecessor, made up of Facebook, Amazon, Netflix and Google parent Alphabet), FAANG (same group, but with Apple) and Granolas (a group of 11 big European companies, including GSK, Roche and Novo Nordisk).</p><p>The Magnificent Seven may have lost the reason investors had linked them in the first place. But for now, no other posse of stocks has come to take their place.</p><p>&#34;There is not a suitable replacement yet,&#34; Arone said. &#34;But I think there probably will be.&#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>The Magnificent Seven Drove Markets. 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Now They're Pulling in Different Directions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-19 10:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market.</p><p>The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market&#39;s big tech stocks together in quite the same way.</p><p>The fortunes of what was once Wall Street&#39;s favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.</p><p>Only  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> outperformed the S&amp;P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>,  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is no longer synonymous with stock-market stardom.</p><p>&#34;The correlation has fallen apart,&#34; said David Bahnsen, chief investment officer at Bahnsen Group. &#34;What they have in common is being trillion-dollar companies.&#34;</p><p>It is a sign that the AI trade has evolved since the raging bull market began, with traders now placing their bets more selectively than before. Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.</p><p>&#34;You&#39;re starting to see it broaden out,&#34; said Michael Hartnett, the Bank of America strategist who is credited with coining the Magnificent Seven moniker back in 2023. The name comes from the classic western movie featuring seven heroic gunfighters and their push to save a small town. &#34;The next Magnificent Seven will be the megacap companies who can show that AI adoption is transforming their huge businesses,&#34; he said.</p><p>&#34;Don&#39;t forget that in the film, only a few survive.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cc59a203624b3fd706be8a48ac9756\" tg-width=\"628\" tg-height=\"513\"/></p><p>Individual investors, many of whom were loyal Mag Seven shareholders, have also started turning their attention to other parts of the market. These retail investors accounted for a significantly smaller proportion of overall trading volume in those seven stocks last year than they did in 2023 or 2024, according to Vanda Research.</p><p>Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.</p><p>Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.</p><p>Amazon, Alphabet, Microsoft and Meta are now the &#34;hyperscalers&#34; spending hundreds of billions to train new AI models, build data centers or expand cloud-computing capacity. Nvidia still dominates the market for the chips needed to power the most advanced AI models.</p><p>Meanwhile, the others are lagging behind. Apple shares trailed the S&amp;P 500 index last year, when the iPhone maker faced criticism for spending less and losing ground to competitors on AI efforts. Tesla stock, once a market highflier, has vastly underperformed several of its Magnificent Seven peers as sales of its electric vehicles have slowed.</p><p>&#34;They&#39;re all at different stages,&#34; said Michael Arone, chief investment strategist at State Street Investment Management. &#34;The rising tide has lifted all boats, and now we&#39;re going to get to the winners and losers.&#34;</p><p>While they might be headed in different directions, each of the Mag Seven still has an outsize influence on the market. Together, they comprise roughly 36% of the S&amp;P 500&#39;s market capitalization, according to Dow Jones Market Data.</p><p>Wall Street has left behind a winding trail of nicknames and acronyms that have long since gone out of style.</p><p>There was the Nifty Fifty, the group of industry-spanning stocks that gained popularity in the late 1960s. Then there was BRIC, which lumped together the emerging markets of Brazil, Russia, India and China, and WATCH, for retailers Walmart, Amazon, Target, Costco and Home Depot.</p><p>That is not to mention BAT (China&#39;s  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> and  <a href=\"https://laohu8.com/S/00700\">TENCENT</a>), FANG (a Mag Seven predecessor, made up of Facebook, Amazon, Netflix and Google parent Alphabet), FAANG (same group, but with Apple) and Granolas (a group of 11 big European companies, including GSK, Roche and Novo Nordisk).</p><p>The Magnificent Seven may have lost the reason investors had linked them in the first place. But for now, no other posse of stocks has come to take their place.</p><p>&#34;There is not a suitable replacement yet,&#34; Arone said. &#34;But I think there probably will be.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BK4566":"资本集团","NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2604063799","content_text":"The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market.The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market's big tech stocks together in quite the same way.The fortunes of what was once Wall Street's favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.Only  Alphabet and Nvidia outperformed the S&P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes  Microsoft, Meta Platforms,  Apple, Amazon and Tesla -- is no longer synonymous with stock-market stardom.\"The correlation has fallen apart,\" said David Bahnsen, chief investment officer at Bahnsen Group. \"What they have in common is being trillion-dollar companies.\"It is a sign that the AI trade has evolved since the raging bull market began, with traders now placing their bets more selectively than before. Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.\"You're starting to see it broaden out,\" said Michael Hartnett, the Bank of America strategist who is credited with coining the Magnificent Seven moniker back in 2023. The name comes from the classic western movie featuring seven heroic gunfighters and their push to save a small town. \"The next Magnificent Seven will be the megacap companies who can show that AI adoption is transforming their huge businesses,\" he said.\"Don't forget that in the film, only a few survive.\"Individual investors, many of whom were loyal Mag Seven shareholders, have also started turning their attention to other parts of the market. These retail investors accounted for a significantly smaller proportion of overall trading volume in those seven stocks last year than they did in 2023 or 2024, according to Vanda Research.Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.Amazon, Alphabet, Microsoft and Meta are now the \"hyperscalers\" spending hundreds of billions to train new AI models, build data centers or expand cloud-computing capacity. Nvidia still dominates the market for the chips needed to power the most advanced AI models.Meanwhile, the others are lagging behind. Apple shares trailed the S&P 500 index last year, when the iPhone maker faced criticism for spending less and losing ground to competitors on AI efforts. Tesla stock, once a market highflier, has vastly underperformed several of its Magnificent Seven peers as sales of its electric vehicles have slowed.\"They're all at different stages,\" said Michael Arone, chief investment strategist at State Street Investment Management. \"The rising tide has lifted all boats, and now we're going to get to the winners and losers.\"While they might be headed in different directions, each of the Mag Seven still has an outsize influence on the market. Together, they comprise roughly 36% of the S&P 500's market capitalization, according to Dow Jones Market Data.Wall Street has left behind a winding trail of nicknames and acronyms that have long since gone out of style.There was the Nifty Fifty, the group of industry-spanning stocks that gained popularity in the late 1960s. Then there was BRIC, which lumped together the emerging markets of Brazil, Russia, India and China, and WATCH, for retailers Walmart, Amazon, Target, Costco and Home Depot.That is not to mention BAT (China's  Baidu, Alibaba Group and  TENCENT), FANG (a Mag Seven predecessor, made up of Facebook, Amazon, Netflix and Google parent Alphabet), FAANG (same group, but with Apple) and Granolas (a group of 11 big European companies, including GSK, Roche and Novo Nordisk).The Magnificent Seven may have lost the reason investors had linked them in the first place. But for now, no other posse of stocks has come to take their place.\"There is not a suitable replacement yet,\" Arone said. \"But I think there probably will be.\"","news_type":1,"symbols_score_info":{"GOOGL":2,"NVDA":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486973120643552,"gmtCreate":1759920379514,"gmtModify":1759920453289,"author":{"id":"3574635922073280","authorId":"3574635922073280","name":"Dannychanbs","avatar":"https://community-static.tradeup.com/news/6da1e392ad717110ce2493e54317a509","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574635922073280","authorIdStr":"3574635922073280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486973120643552","repostId":"2573949401","repostType":2,"repost":{"id":"2573949401","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":1759917756,"share":"https://ttm.financial/m/news/2573949401?lang=en_US&edition=fundamental","pubTime":"2025-10-08 18:02","market":"sh","language":"en","title":"The Unofficial Jobs Numbers Are In and It's Rough Out There","url":"https://stock-news.laohu8.com/highlight/detail?id=2573949401","media":"Dow Jones","summary":"A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers' data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.\"The employment numbers have clearly deteriorated,\" said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less","content":"<html><head></head><body><p>A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.</p><p>These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.</p><p>In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers&#39; data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.</p><p>These follow a report from payroll processor ADP last week that said U.S. employers shed private-sector jobs last month.</p><p>These and other alternative data sources have their drawbacks -- they often only cover a small share of the labor force and using them to estimate the state of the broader job market can be tricky. These numbers don&#39;t always match with government data, though the government numbers themselves have seen some steep revisions lately as the BLS struggles with falling response rates to its surveys.</p><p>Still, the nongovernment numbers are telling the same basic story about a job market that has cooled since the spring: Few companies are hiring.</p><p>&#34;The employment numbers have clearly deteriorated,&#34; said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less likely to hire, he said.</p><p>Economists and investors are closely watching nongovernment data while the federal shutdown delays important federal data releases, including a September jobs report that was supposed to come out last Friday. That report, one of the key U.S. economic indicators, helps set the course for the Federal Reserve&#39;s interest rate policy. The Fed last month lowered interest rates by a quarter percentage point and indicated more cuts are coming while citing weak hiring.</p><p>The good news is that few people are getting laid off while the U.S. unemployment rate, last released for August, remained low. Piper Sandler tallied state-level unemployment claims and found they remained low last week. Outplacement firm Challenger, Gray &amp; Christmas said job-cut announcements fell in September.</p><p>Lower immigration means fewer jobs need to be added to keep unemployment steady, said Jason Thomas, Carlyle Group&#39;s head of global research and investment strategy. Considering this, the labor market is &#34;probably pretty healthy,&#34; he said.</p><p>Still, Carlyle&#39;s own data suggest hiring has slowed significantly. The firm estimated that U.S. employers added 17,000 jobs in September, down from an already weak 22,000 in August. Carlyle draws its estimates from head-count and business volumes data among the firms where it has some ownership, which it weights based on how they correlated with the BLS jobs report in the past.</p><p>Bank of America parses its customers&#39; bank and credit card accounts to see who is receiving wages or unemployment benefits to gauge the state of the labor market. The bank found a &#34;further softening&#34; in job growth in September and a 10% rise in unemployment payments in October compared with a year ago, although wages also rose.</p><p>Elsewhere, the Institute for Supply Management, a professional organization that polls supply-chain executives, found that services employment shrank in September. That marked the fourth straight month of declines.</p><p>Other surveys show signs of a worsening climate for job seekers. In a survey of consumers by the Federal Reserve Bank of New York, respondents put the odds of finding a job in the next three months at 47.4% last month, up slightly from August but also well below the trailing 12-month average of 51%.</p><p>The think tank Conference Board&#39;s labor differential, the share of survey respondents who say jobs are plentiful minus the share who say jobs are hard to get, fell in September.</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>The Unofficial Jobs Numbers Are In and It's Rough Out There</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\">\nThe Unofficial Jobs Numbers Are In and It's Rough Out There\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\">2025-10-08 18:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.</p><p>These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.</p><p>In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers&#39; data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.</p><p>These follow a report from payroll processor ADP last week that said U.S. employers shed private-sector jobs last month.</p><p>These and other alternative data sources have their drawbacks -- they often only cover a small share of the labor force and using them to estimate the state of the broader job market can be tricky. These numbers don&#39;t always match with government data, though the government numbers themselves have seen some steep revisions lately as the BLS struggles with falling response rates to its surveys.</p><p>Still, the nongovernment numbers are telling the same basic story about a job market that has cooled since the spring: Few companies are hiring.</p><p>&#34;The employment numbers have clearly deteriorated,&#34; said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less likely to hire, he said.</p><p>Economists and investors are closely watching nongovernment data while the federal shutdown delays important federal data releases, including a September jobs report that was supposed to come out last Friday. That report, one of the key U.S. economic indicators, helps set the course for the Federal Reserve&#39;s interest rate policy. The Fed last month lowered interest rates by a quarter percentage point and indicated more cuts are coming while citing weak hiring.</p><p>The good news is that few people are getting laid off while the U.S. unemployment rate, last released for August, remained low. Piper Sandler tallied state-level unemployment claims and found they remained low last week. Outplacement firm Challenger, Gray &amp; Christmas said job-cut announcements fell in September.</p><p>Lower immigration means fewer jobs need to be added to keep unemployment steady, said Jason Thomas, Carlyle Group&#39;s head of global research and investment strategy. Considering this, the labor market is &#34;probably pretty healthy,&#34; he said.</p><p>Still, Carlyle&#39;s own data suggest hiring has slowed significantly. The firm estimated that U.S. employers added 17,000 jobs in September, down from an already weak 22,000 in August. Carlyle draws its estimates from head-count and business volumes data among the firms where it has some ownership, which it weights based on how they correlated with the BLS jobs report in the past.</p><p>Bank of America parses its customers&#39; bank and credit card accounts to see who is receiving wages or unemployment benefits to gauge the state of the labor market. The bank found a &#34;further softening&#34; in job growth in September and a 10% rise in unemployment payments in October compared with a year ago, although wages also rose.</p><p>Elsewhere, the Institute for Supply Management, a professional organization that polls supply-chain executives, found that services employment shrank in September. That marked the fourth straight month of declines.</p><p>Other surveys show signs of a worsening climate for job seekers. In a survey of consumers by the Federal Reserve Bank of New York, respondents put the odds of finding a job in the next three months at 47.4% last month, up slightly from August but also well below the trailing 12-month average of 51%.</p><p>The think tank Conference Board&#39;s labor differential, the share of survey respondents who say jobs are plentiful minus the share who say jobs are hard to get, fell in September.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","BK4135":"资产管理与托管银行"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573949401","content_text":"A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers' data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.These follow a report from payroll processor ADP last week that said U.S. employers shed private-sector jobs last month.These and other alternative data sources have their drawbacks -- they often only cover a small share of the labor force and using them to estimate the state of the broader job market can be tricky. These numbers don't always match with government data, though the government numbers themselves have seen some steep revisions lately as the BLS struggles with falling response rates to its surveys.Still, the nongovernment numbers are telling the same basic story about a job market that has cooled since the spring: Few companies are hiring.\"The employment numbers have clearly deteriorated,\" said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less likely to hire, he said.Economists and investors are closely watching nongovernment data while the federal shutdown delays important federal data releases, including a September jobs report that was supposed to come out last Friday. That report, one of the key U.S. economic indicators, helps set the course for the Federal Reserve's interest rate policy. The Fed last month lowered interest rates by a quarter percentage point and indicated more cuts are coming while citing weak hiring.The good news is that few people are getting laid off while the U.S. unemployment rate, last released for August, remained low. Piper Sandler tallied state-level unemployment claims and found they remained low last week. Outplacement firm Challenger, Gray & Christmas said job-cut announcements fell in September.Lower immigration means fewer jobs need to be added to keep unemployment steady, said Jason Thomas, Carlyle Group's head of global research and investment strategy. Considering this, the labor market is \"probably pretty healthy,\" he said.Still, Carlyle's own data suggest hiring has slowed significantly. The firm estimated that U.S. employers added 17,000 jobs in September, down from an already weak 22,000 in August. Carlyle draws its estimates from head-count and business volumes data among the firms where it has some ownership, which it weights based on how they correlated with the BLS jobs report in the past.Bank of America parses its customers' bank and credit card accounts to see who is receiving wages or unemployment benefits to gauge the state of the labor market. The bank found a \"further softening\" in job growth in September and a 10% rise in unemployment payments in October compared with a year ago, although wages also rose.Elsewhere, the Institute for Supply Management, a professional organization that polls supply-chain executives, found that services employment shrank in September. That marked the fourth straight month of declines.Other surveys show signs of a worsening climate for job seekers. In a survey of consumers by the Federal Reserve Bank of New York, respondents put the odds of finding a job in the next three months at 47.4% last month, up slightly from August but also well below the trailing 12-month average of 51%.The think tank Conference Board's labor differential, the share of survey respondents who say jobs are plentiful minus the share who say jobs are hard to get, fell in September.","news_type":1,"symbols_score_info":{"US3Y.BOND":0.62,"YMmain":1.1,"US10Y.BOND":0.62,"US12M.BOND":0.62,"US5Y.BOND":0.62,"ESmain":1.1,"US6M.BOND":0.62,"US7Y.BOND":0.62,"US2Y.BOND":0.62,"US30Y.BOND":0.62,"NQmain":1.1}},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":424294482870448,"gmtCreate":1744595721360,"gmtModify":1744597380689,"author":{"id":"3574635922073280","authorId":"3574635922073280","name":"Dannychanbs","avatar":"https://community-static.tradeup.com/news/6da1e392ad717110ce2493e54317a509","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574635922073280","authorIdStr":"3574635922073280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/424294482870448","repostId":"1153769596","repostType":2,"repost":{"id":"1153769596","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1744595671,"share":"https://ttm.financial/m/news/1153769596?lang=en_US&edition=fundamental","pubTime":"2025-04-14 09:54","market":"us","language":"en","title":"Tariffs on Imported Semiconductor Chips Coming Soon, Trump Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1153769596","media":"Reuters","summary":"WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility","content":"<html><head></head><body><p>WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility with some companies in the sector.</p><p>The president&#39;s pledge means that the exclusion of smartphones and computers from his reciprocal tariffs on China likely will be short-lived as Trump looks to reset trade in the semiconductor sector.</p><p>&#34;We wanted to uncomplicate it from a lot of other companies, because we want to make our chips and semiconductors and other things in our country,&#34; Trump told reporters aboard Air Force One as he traveled back to Washington from his estate in West Palm Beach.</p><p>Trump declined to say whether some products such as smartphones might still end up being exempted, but added: &#34;You have to show a certain flexibility. Nobody should be so rigid.&#34;</p><p>Earlier in the day, Trump announced a national security trade probe into the semiconductor sector.</p><p>&#34;We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations,&#34; he posted on social media.</p><p>The White House had announced the exclusions from steep reciprocal tariffs on Friday, creating some hope that the tech industry might escape being ensnared in the escalating conflict between the two nations and that everyday consumer products such as phones and laptops would remain affordable.</p><p>However, Trump&#39;s commerce secretary, Howard Lutnick, earlier on Sunday made clear that critical technology products from China would face separate new duties along with semiconductors within the next two months.</p><p>Trump&#39;s back-and-forth on tariffs last week triggered the wildest swings on Wall Street since the COVID pandemic of 2020. The benchmark Standard &amp; Poor&#39;s 500 index is down more than 10% since Trump took office on January 20.</p><p>Lutnick said Trump would enact &#34;a special focus-type of tariff&#34; on smartphones, computers and other electronics products in a month or two, alongside sectoral tariffs targeting semiconductors and pharmaceuticals. The new duties would fall outside Trump&#39;s so-called reciprocal tariffs, under which levies on Chinese imports climbed to 125% last week, he said.</p><p>&#34;He&#39;s saying they&#39;re exempt from the reciprocal tariffs, but they&#39;re included in the semiconductor tariffs, which are coming in probably a month or two,&#34; Lutnick said in an interview on ABC&#39;s &#34;This Week,&#34; predicting the levies would bring production of those products to the United States.</p><p>Beijing increased its own tariffs on U.S. imports to 125% on Friday in response. On Sunday, before Lutnick&#39;s comments, China said it was evaluating the impact of the exclusions for the technology products implemented late on Friday.</p><p>&#34;The bell on a tiger&#39;s neck can only be untied by the person who tied it,&#34; China&#39;s Ministry of Commerce said.</p><p>Billionaire investor Bill Ackman, who endorsed Trump&#39;s run for president but who has criticized the tariffs, on Sunday called on him to pause the broad and steep reciprocal tariffs on China for three months, as Trump did for most countries last week.</p><p>If Trump paused Chinese tariffs for 90 days and cut them to 10% temporarily, &#34;he would achieve the same objective in causing U.S. businesses to relocate their supply chains from China without the disruption and risk,&#34; Ackman wrote on X.</p><h2 id=\"id_1469425936\" style=\"text-align: start;\">&#39;CHANGES EVERY DAY&#39;</h2><p>Sven Henrich, founder and lead market strategist for NorthmanTrader, was harshly critical of how the tariff issue was being handled on Sunday.</p><p>&#34;Sentiment check: The biggest rally of the year would come on the day Lutnick gets fired,&#34; Henrich wrote on X. &#34;I suggest the administration figures out who controls the message, whatever it is, as it changes every day. U.S. business can&#39;t plan or invest with the constant back and forth.&#34;</p><p>U.S. Senator Elizabeth Warren, a Democrat, criticized the latest revision to Trump&#39;s tariff plan, which economists have warned could dent economic growth and fuel inflation.</p><p>&#34;There is no tariff policy - only chaos and corruption,&#34; Warren said on ABC&#39;s &#34;This Week,&#34; speaking before Trump&#39;s latest post on social media.</p><p>In a notice to shippers, opens new tab late on Friday, the U.S. Customs and Border Protection agency published a list of tariff codes excluded from the import taxes. It featured 20 product categories, including computers, laptops, disc drives, semiconductor devices, memory chips and flat panel displays.</p><p>In an interview on NBC&#39;s &#34;Meet the Press,&#34; White House trade adviser Peter Navarro said the U.S. has opened an invitation to China to negotiate, but he criticized China&#39;s connection to the lethal fentanyl supply chain and did not include it on a list of seven entities - the United Kingdom, the European Union, India, Japan, South Korea, Indonesia and Israel - with which he said the administration was in talks.</p><p>Trade Representative Jamieson Greer said on CBS&#39;s &#34;Face the Nation&#34; that there were no plans yet for Trump to speak to Chinese President Xi Jinping on tariffs, accusing China of creating trade friction by responding with levies of its own. But he expressed hopes for some non-Chinese deals.</p><p>&#34;My goal is to get meaningful deals before 90 days, and I think we&#39;re going to be there with several countries in the next few weeks,&#34; Greer said.</p><p>Ray Dalio, the billionaire founder of the world&#39;s biggest hedge fund, told NBC&#39;s &#34;Meet the Press&#34; that he was worried about the United States sliding into recession, or worse, as a result of the tariffs.</p><p>&#34;Right now we are at a decision-making point and very close to a recession,&#34; Dalio said on Sunday. &#34;And I&#39;m worried about something worse than a recession if this isn&#39;t handled well.&#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>Tariffs on Imported Semiconductor Chips Coming Soon, Trump Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTariffs on Imported Semiconductor Chips Coming Soon, Trump Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-04-14 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility with some companies in the sector.</p><p>The president&#39;s pledge means that the exclusion of smartphones and computers from his reciprocal tariffs on China likely will be short-lived as Trump looks to reset trade in the semiconductor sector.</p><p>&#34;We wanted to uncomplicate it from a lot of other companies, because we want to make our chips and semiconductors and other things in our country,&#34; Trump told reporters aboard Air Force One as he traveled back to Washington from his estate in West Palm Beach.</p><p>Trump declined to say whether some products such as smartphones might still end up being exempted, but added: &#34;You have to show a certain flexibility. Nobody should be so rigid.&#34;</p><p>Earlier in the day, Trump announced a national security trade probe into the semiconductor sector.</p><p>&#34;We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations,&#34; he posted on social media.</p><p>The White House had announced the exclusions from steep reciprocal tariffs on Friday, creating some hope that the tech industry might escape being ensnared in the escalating conflict between the two nations and that everyday consumer products such as phones and laptops would remain affordable.</p><p>However, Trump&#39;s commerce secretary, Howard Lutnick, earlier on Sunday made clear that critical technology products from China would face separate new duties along with semiconductors within the next two months.</p><p>Trump&#39;s back-and-forth on tariffs last week triggered the wildest swings on Wall Street since the COVID pandemic of 2020. The benchmark Standard &amp; Poor&#39;s 500 index is down more than 10% since Trump took office on January 20.</p><p>Lutnick said Trump would enact &#34;a special focus-type of tariff&#34; on smartphones, computers and other electronics products in a month or two, alongside sectoral tariffs targeting semiconductors and pharmaceuticals. The new duties would fall outside Trump&#39;s so-called reciprocal tariffs, under which levies on Chinese imports climbed to 125% last week, he said.</p><p>&#34;He&#39;s saying they&#39;re exempt from the reciprocal tariffs, but they&#39;re included in the semiconductor tariffs, which are coming in probably a month or two,&#34; Lutnick said in an interview on ABC&#39;s &#34;This Week,&#34; predicting the levies would bring production of those products to the United States.</p><p>Beijing increased its own tariffs on U.S. imports to 125% on Friday in response. On Sunday, before Lutnick&#39;s comments, China said it was evaluating the impact of the exclusions for the technology products implemented late on Friday.</p><p>&#34;The bell on a tiger&#39;s neck can only be untied by the person who tied it,&#34; China&#39;s Ministry of Commerce said.</p><p>Billionaire investor Bill Ackman, who endorsed Trump&#39;s run for president but who has criticized the tariffs, on Sunday called on him to pause the broad and steep reciprocal tariffs on China for three months, as Trump did for most countries last week.</p><p>If Trump paused Chinese tariffs for 90 days and cut them to 10% temporarily, &#34;he would achieve the same objective in causing U.S. businesses to relocate their supply chains from China without the disruption and risk,&#34; Ackman wrote on X.</p><h2 id=\"id_1469425936\" style=\"text-align: start;\">&#39;CHANGES EVERY DAY&#39;</h2><p>Sven Henrich, founder and lead market strategist for NorthmanTrader, was harshly critical of how the tariff issue was being handled on Sunday.</p><p>&#34;Sentiment check: The biggest rally of the year would come on the day Lutnick gets fired,&#34; Henrich wrote on X. &#34;I suggest the administration figures out who controls the message, whatever it is, as it changes every day. U.S. business can&#39;t plan or invest with the constant back and forth.&#34;</p><p>U.S. Senator Elizabeth Warren, a Democrat, criticized the latest revision to Trump&#39;s tariff plan, which economists have warned could dent economic growth and fuel inflation.</p><p>&#34;There is no tariff policy - only chaos and corruption,&#34; Warren said on ABC&#39;s &#34;This Week,&#34; speaking before Trump&#39;s latest post on social media.</p><p>In a notice to shippers, opens new tab late on Friday, the U.S. Customs and Border Protection agency published a list of tariff codes excluded from the import taxes. It featured 20 product categories, including computers, laptops, disc drives, semiconductor devices, memory chips and flat panel displays.</p><p>In an interview on NBC&#39;s &#34;Meet the Press,&#34; White House trade adviser Peter Navarro said the U.S. has opened an invitation to China to negotiate, but he criticized China&#39;s connection to the lethal fentanyl supply chain and did not include it on a list of seven entities - the United Kingdom, the European Union, India, Japan, South Korea, Indonesia and Israel - with which he said the administration was in talks.</p><p>Trade Representative Jamieson Greer said on CBS&#39;s &#34;Face the Nation&#34; that there were no plans yet for Trump to speak to Chinese President Xi Jinping on tariffs, accusing China of creating trade friction by responding with levies of its own. But he expressed hopes for some non-Chinese deals.</p><p>&#34;My goal is to get meaningful deals before 90 days, and I think we&#39;re going to be there with several countries in the next few weeks,&#34; Greer said.</p><p>Ray Dalio, the billionaire founder of the world&#39;s biggest hedge fund, told NBC&#39;s &#34;Meet the Press&#34; that he was worried about the United States sliding into recession, or worse, as a result of the tariffs.</p><p>&#34;Right now we are at a decision-making point and very close to a recession,&#34; Dalio said on Sunday. &#34;And I&#39;m worried about something worse than a recession if this isn&#39;t handled well.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔",".DJI":"道琼斯","SOX":"费城半导体指数",".IXIC":"NASDAQ Composite","ASML":"阿斯麦","NVDA":"英伟达","AAPL":"苹果",".SPX":"S&P 500 Index","MU":"美光科技","AMAT":"应用材料","STM":"意法半导体","AVGO":"博通","UMC":"联电","ARM":"ARM Holdings","ON":"安森美半导体","QCOM":"高通","NXPI":"恩智浦","TXN":"德州仪器","UCTT":"超科林半导体","SMCI":"超微电脑","TSM":"台积电","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","MCHP":"微芯科技","MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153769596","content_text":"WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility with some companies in the sector.The president's pledge means that the exclusion of smartphones and computers from his reciprocal tariffs on China likely will be short-lived as Trump looks to reset trade in the semiconductor sector.\"We wanted to uncomplicate it from a lot of other companies, because we want to make our chips and semiconductors and other things in our country,\" Trump told reporters aboard Air Force One as he traveled back to Washington from his estate in West Palm Beach.Trump declined to say whether some products such as smartphones might still end up being exempted, but added: \"You have to show a certain flexibility. Nobody should be so rigid.\"Earlier in the day, Trump announced a national security trade probe into the semiconductor sector.\"We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations,\" he posted on social media.The White House had announced the exclusions from steep reciprocal tariffs on Friday, creating some hope that the tech industry might escape being ensnared in the escalating conflict between the two nations and that everyday consumer products such as phones and laptops would remain affordable.However, Trump's commerce secretary, Howard Lutnick, earlier on Sunday made clear that critical technology products from China would face separate new duties along with semiconductors within the next two months.Trump's back-and-forth on tariffs last week triggered the wildest swings on Wall Street since the COVID pandemic of 2020. The benchmark Standard & Poor's 500 index is down more than 10% since Trump took office on January 20.Lutnick said Trump would enact \"a special focus-type of tariff\" on smartphones, computers and other electronics products in a month or two, alongside sectoral tariffs targeting semiconductors and pharmaceuticals. The new duties would fall outside Trump's so-called reciprocal tariffs, under which levies on Chinese imports climbed to 125% last week, he said.\"He's saying they're exempt from the reciprocal tariffs, but they're included in the semiconductor tariffs, which are coming in probably a month or two,\" Lutnick said in an interview on ABC's \"This Week,\" predicting the levies would bring production of those products to the United States.Beijing increased its own tariffs on U.S. imports to 125% on Friday in response. On Sunday, before Lutnick's comments, China said it was evaluating the impact of the exclusions for the technology products implemented late on Friday.\"The bell on a tiger's neck can only be untied by the person who tied it,\" China's Ministry of Commerce said.Billionaire investor Bill Ackman, who endorsed Trump's run for president but who has criticized the tariffs, on Sunday called on him to pause the broad and steep reciprocal tariffs on China for three months, as Trump did for most countries last week.If Trump paused Chinese tariffs for 90 days and cut them to 10% temporarily, \"he would achieve the same objective in causing U.S. businesses to relocate their supply chains from China without the disruption and risk,\" Ackman wrote on X.'CHANGES EVERY DAY'Sven Henrich, founder and lead market strategist for NorthmanTrader, was harshly critical of how the tariff issue was being handled on Sunday.\"Sentiment check: The biggest rally of the year would come on the day Lutnick gets fired,\" Henrich wrote on X. \"I suggest the administration figures out who controls the message, whatever it is, as it changes every day. U.S. business can't plan or invest with the constant back and forth.\"U.S. Senator Elizabeth Warren, a Democrat, criticized the latest revision to Trump's tariff plan, which economists have warned could dent economic growth and fuel inflation.\"There is no tariff policy - only chaos and corruption,\" Warren said on ABC's \"This Week,\" speaking before Trump's latest post on social media.In a notice to shippers, opens new tab late on Friday, the U.S. Customs and Border Protection agency published a list of tariff codes excluded from the import taxes. It featured 20 product categories, including computers, laptops, disc drives, semiconductor devices, memory chips and flat panel displays.In an interview on NBC's \"Meet the Press,\" White House trade adviser Peter Navarro said the U.S. has opened an invitation to China to negotiate, but he criticized China's connection to the lethal fentanyl supply chain and did not include it on a list of seven entities - the United Kingdom, the European Union, India, Japan, South Korea, Indonesia and Israel - with which he said the administration was in talks.Trade Representative Jamieson Greer said on CBS's \"Face the Nation\" that there were no plans yet for Trump to speak to Chinese President Xi Jinping on tariffs, accusing China of creating trade friction by responding with levies of its own. But he expressed hopes for some non-Chinese deals.\"My goal is to get meaningful deals before 90 days, and I think we're going to be there with several countries in the next few weeks,\" Greer said.Ray Dalio, the billionaire founder of the world's biggest hedge fund, told NBC's \"Meet the Press\" that he was worried about the United States sliding into recession, or worse, as a result of the tariffs.\"Right now we are at a decision-making point and very close to a recession,\" Dalio said on Sunday. \"And I'm worried about something worse than a recession if this isn't handled well.\"","news_type":1,"symbols_score_info":{"SMCI":1.1,"TSM":1.1,"AAPL":1.1,"MCHP":1.1,"MU":1.1,"TXN":1.1,"STM":1.1,"AMD":1.1,"INTC":1.1,".SPX":1.1,"ON":1.1,"QCOM":1.1,"GFS":1.1,"NXPI":1.1,".DJI":1.1,".IXIC":1.1,"UCTT":1.1,"ASML":1.1,"MRVL":1.1,"NVDA":1.1,"AMAT":1.1,"AVGO":1.1,"UMC":1.1,"ARM":1.1,"SOX":1.1}},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405116275179592,"gmtCreate":1739926337275,"gmtModify":1739928617127,"author":{"id":"3574635922073280","authorId":"3574635922073280","name":"Dannychanbs","avatar":"https://community-static.tradeup.com/news/6da1e392ad717110ce2493e54317a509","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574635922073280","authorIdStr":"3574635922073280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$&nbsp;</a>&nbsp;","text":"$CapLand IntCom T(C38U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405116275179592","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":523315550057152,"gmtCreate":1768797712869,"gmtModify":1768799339707,"author":{"id":"3574635922073280","authorId":"3574635922073280","name":"Dannychanbs","avatar":"https://community-static.tradeup.com/news/6da1e392ad717110ce2493e54317a509","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574635922073280","idStr":"3574635922073280"},"themes":[],"title":"","htmlText":"In 100 words&nbsp;","listText":"In 100 words&nbsp;","text":"In 100 words","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523315550057152","repostId":"2604063799","repostType":2,"repost":{"id":"2604063799","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":1768789161,"share":"https://ttm.financial/m/news/2604063799?lang=en_US&edition=fundamental","pubTime":"2026-01-19 10:19","market":"hk","language":"en","title":"The Magnificent Seven Drove Markets. Now They're Pulling in Different Directions","url":"https://stock-news.laohu8.com/highlight/detail?id=2604063799","media":"Dow Jones","summary":"The Magnificent Seven is now the Mag Five. Or is it the Fab Four?Investors are no longer grouping the market's big tech stocks together in quite the same way.The fortunes of what was once Wall Street's favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.Only Alphabet and Nvidia outperformed the S&P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes Microsoft, Meta Platforms, Apple, Amazon.com and Tesla -- is no longer synonymous with stock-market stardom.\"The correlation has fallen apart,\" said David Bahnsen, chief investment officer at Bahnsen Group. \"What they have in common is being trillion-dollar companies.\". Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2","content":"<html><head></head><body><p>The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market.</p><p>The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market&#39;s big tech stocks together in quite the same way.</p><p>The fortunes of what was once Wall Street&#39;s favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.</p><p>Only  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> outperformed the S&amp;P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>,  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is no longer synonymous with stock-market stardom.</p><p>&#34;The correlation has fallen apart,&#34; said David Bahnsen, chief investment officer at Bahnsen Group. &#34;What they have in common is being trillion-dollar companies.&#34;</p><p>It is a sign that the AI trade has evolved since the raging bull market began, with traders now placing their bets more selectively than before. Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.</p><p>&#34;You&#39;re starting to see it broaden out,&#34; said Michael Hartnett, the Bank of America strategist who is credited with coining the Magnificent Seven moniker back in 2023. The name comes from the classic western movie featuring seven heroic gunfighters and their push to save a small town. &#34;The next Magnificent Seven will be the megacap companies who can show that AI adoption is transforming their huge businesses,&#34; he said.</p><p>&#34;Don&#39;t forget that in the film, only a few survive.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cc59a203624b3fd706be8a48ac9756\" tg-width=\"628\" tg-height=\"513\"/></p><p>Individual investors, many of whom were loyal Mag Seven shareholders, have also started turning their attention to other parts of the market. These retail investors accounted for a significantly smaller proportion of overall trading volume in those seven stocks last year than they did in 2023 or 2024, according to Vanda Research.</p><p>Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.</p><p>Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.</p><p>Amazon, Alphabet, Microsoft and Meta are now the &#34;hyperscalers&#34; spending hundreds of billions to train new AI models, build data centers or expand cloud-computing capacity. Nvidia still dominates the market for the chips needed to power the most advanced AI models.</p><p>Meanwhile, the others are lagging behind. Apple shares trailed the S&amp;P 500 index last year, when the iPhone maker faced criticism for spending less and losing ground to competitors on AI efforts. Tesla stock, once a market highflier, has vastly underperformed several of its Magnificent Seven peers as sales of its electric vehicles have slowed.</p><p>&#34;They&#39;re all at different stages,&#34; said Michael Arone, chief investment strategist at State Street Investment Management. &#34;The rising tide has lifted all boats, and now we&#39;re going to get to the winners and losers.&#34;</p><p>While they might be headed in different directions, each of the Mag Seven still has an outsize influence on the market. Together, they comprise roughly 36% of the S&amp;P 500&#39;s market capitalization, according to Dow Jones Market Data.</p><p>Wall Street has left behind a winding trail of nicknames and acronyms that have long since gone out of style.</p><p>There was the Nifty Fifty, the group of industry-spanning stocks that gained popularity in the late 1960s. Then there was BRIC, which lumped together the emerging markets of Brazil, Russia, India and China, and WATCH, for retailers Walmart, Amazon, Target, Costco and Home Depot.</p><p>That is not to mention BAT (China&#39;s  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> and  <a href=\"https://laohu8.com/S/00700\">TENCENT</a>), FANG (a Mag Seven predecessor, made up of Facebook, Amazon, Netflix and Google parent Alphabet), FAANG (same group, but with Apple) and Granolas (a group of 11 big European companies, including GSK, Roche and Novo Nordisk).</p><p>The Magnificent Seven may have lost the reason investors had linked them in the first place. But for now, no other posse of stocks has come to take their place.</p><p>&#34;There is not a suitable replacement yet,&#34; Arone said. &#34;But I think there probably will be.&#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>The Magnificent Seven Drove Markets. Now They're Pulling in Different Directions</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\">\nThe Magnificent Seven Drove Markets. Now They're Pulling in Different Directions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-19 10:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market.</p><p>The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market&#39;s big tech stocks together in quite the same way.</p><p>The fortunes of what was once Wall Street&#39;s favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.</p><p>Only  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> outperformed the S&amp;P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes  <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>,  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is no longer synonymous with stock-market stardom.</p><p>&#34;The correlation has fallen apart,&#34; said David Bahnsen, chief investment officer at Bahnsen Group. &#34;What they have in common is being trillion-dollar companies.&#34;</p><p>It is a sign that the AI trade has evolved since the raging bull market began, with traders now placing their bets more selectively than before. Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.</p><p>&#34;You&#39;re starting to see it broaden out,&#34; said Michael Hartnett, the Bank of America strategist who is credited with coining the Magnificent Seven moniker back in 2023. The name comes from the classic western movie featuring seven heroic gunfighters and their push to save a small town. &#34;The next Magnificent Seven will be the megacap companies who can show that AI adoption is transforming their huge businesses,&#34; he said.</p><p>&#34;Don&#39;t forget that in the film, only a few survive.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cc59a203624b3fd706be8a48ac9756\" tg-width=\"628\" tg-height=\"513\"/></p><p>Individual investors, many of whom were loyal Mag Seven shareholders, have also started turning their attention to other parts of the market. These retail investors accounted for a significantly smaller proportion of overall trading volume in those seven stocks last year than they did in 2023 or 2024, according to Vanda Research.</p><p>Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.</p><p>Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.</p><p>Amazon, Alphabet, Microsoft and Meta are now the &#34;hyperscalers&#34; spending hundreds of billions to train new AI models, build data centers or expand cloud-computing capacity. Nvidia still dominates the market for the chips needed to power the most advanced AI models.</p><p>Meanwhile, the others are lagging behind. Apple shares trailed the S&amp;P 500 index last year, when the iPhone maker faced criticism for spending less and losing ground to competitors on AI efforts. Tesla stock, once a market highflier, has vastly underperformed several of its Magnificent Seven peers as sales of its electric vehicles have slowed.</p><p>&#34;They&#39;re all at different stages,&#34; said Michael Arone, chief investment strategist at State Street Investment Management. &#34;The rising tide has lifted all boats, and now we&#39;re going to get to the winners and losers.&#34;</p><p>While they might be headed in different directions, each of the Mag Seven still has an outsize influence on the market. Together, they comprise roughly 36% of the S&amp;P 500&#39;s market capitalization, according to Dow Jones Market Data.</p><p>Wall Street has left behind a winding trail of nicknames and acronyms that have long since gone out of style.</p><p>There was the Nifty Fifty, the group of industry-spanning stocks that gained popularity in the late 1960s. Then there was BRIC, which lumped together the emerging markets of Brazil, Russia, India and China, and WATCH, for retailers Walmart, Amazon, Target, Costco and Home Depot.</p><p>That is not to mention BAT (China&#39;s  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> and  <a href=\"https://laohu8.com/S/00700\">TENCENT</a>), FANG (a Mag Seven predecessor, made up of Facebook, Amazon, Netflix and Google parent Alphabet), FAANG (same group, but with Apple) and Granolas (a group of 11 big European companies, including GSK, Roche and Novo Nordisk).</p><p>The Magnificent Seven may have lost the reason investors had linked them in the first place. But for now, no other posse of stocks has come to take their place.</p><p>&#34;There is not a suitable replacement yet,&#34; Arone said. &#34;But I think there probably will be.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BK4566":"资本集团","NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2604063799","content_text":"The AI trade that bound the group’s stocks is coming apart, and most now trail the overall market.The Magnificent Seven is now the Mag Five. Or is it the Fab Four? Investors are no longer grouping the market's big tech stocks together in quite the same way.The fortunes of what was once Wall Street's favorite band of megacap names have diverged in the past year, as professional and ordinary investors alike take a more cautious view of the artificial-intelligence spending boom.Only  Alphabet and Nvidia outperformed the S&P 500 in 2025. And so far this year, five Mag Seven stocks are faring worse than the broader benchmarks. Money managers say the moniker -- which also includes  Microsoft, Meta Platforms,  Apple, Amazon and Tesla -- is no longer synonymous with stock-market stardom.\"The correlation has fallen apart,\" said David Bahnsen, chief investment officer at Bahnsen Group. \"What they have in common is being trillion-dollar companies.\"It is a sign that the AI trade has evolved since the raging bull market began, with traders now placing their bets more selectively than before. Some expect the benefits of artificial intelligence will spread to industries like healthcare; others are doubling down on the chip makers or the energy companies they expect to power the build-out.\"You're starting to see it broaden out,\" said Michael Hartnett, the Bank of America strategist who is credited with coining the Magnificent Seven moniker back in 2023. The name comes from the classic western movie featuring seven heroic gunfighters and their push to save a small town. \"The next Magnificent Seven will be the megacap companies who can show that AI adoption is transforming their huge businesses,\" he said.\"Don't forget that in the film, only a few survive.\"Individual investors, many of whom were loyal Mag Seven shareholders, have also started turning their attention to other parts of the market. These retail investors accounted for a significantly smaller proportion of overall trading volume in those seven stocks last year than they did in 2023 or 2024, according to Vanda Research.Tesla, a longtime favorite of ordinary investors, has seen the biggest decline in retail activity. Average daily retail turnover dropped 43% in 2025 from the peak in investor interest two years before.Hartnett said he initially grouped the stocks together based on their shared characteristics as huge, well-run companies that were dominant in the tech sector. But the AI arms race has been driving a wedge between members of the Magnificent Seven for some time.Amazon, Alphabet, Microsoft and Meta are now the \"hyperscalers\" spending hundreds of billions to train new AI models, build data centers or expand cloud-computing capacity. Nvidia still dominates the market for the chips needed to power the most advanced AI models.Meanwhile, the others are lagging behind. Apple shares trailed the S&P 500 index last year, when the iPhone maker faced criticism for spending less and losing ground to competitors on AI efforts. Tesla stock, once a market highflier, has vastly underperformed several of its Magnificent Seven peers as sales of its electric vehicles have slowed.\"They're all at different stages,\" said Michael Arone, chief investment strategist at State Street Investment Management. \"The rising tide has lifted all boats, and now we're going to get to the winners and losers.\"While they might be headed in different directions, each of the Mag Seven still has an outsize influence on the market. Together, they comprise roughly 36% of the S&P 500's market capitalization, according to Dow Jones Market Data.Wall Street has left behind a winding trail of nicknames and acronyms that have long since gone out of style.There was the Nifty Fifty, the group of industry-spanning stocks that gained popularity in the late 1960s. Then there was BRIC, which lumped together the emerging markets of Brazil, Russia, India and China, and WATCH, for retailers Walmart, Amazon, Target, Costco and Home Depot.That is not to mention BAT (China's  Baidu, Alibaba Group and  TENCENT), FANG (a Mag Seven predecessor, made up of Facebook, Amazon, Netflix and Google parent Alphabet), FAANG (same group, but with Apple) and Granolas (a group of 11 big European companies, including GSK, Roche and Novo Nordisk).The Magnificent Seven may have lost the reason investors had linked them in the first place. But for now, no other posse of stocks has come to take their place.\"There is not a suitable replacement yet,\" Arone said. \"But I think there probably will be.\"","news_type":1,"symbols_score_info":{"GOOGL":2,"NVDA":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486973120643552,"gmtCreate":1759920379514,"gmtModify":1759920453289,"author":{"id":"3574635922073280","authorId":"3574635922073280","name":"Dannychanbs","avatar":"https://community-static.tradeup.com/news/6da1e392ad717110ce2493e54317a509","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574635922073280","idStr":"3574635922073280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486973120643552","repostId":"2573949401","repostType":2,"repost":{"id":"2573949401","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":1759917756,"share":"https://ttm.financial/m/news/2573949401?lang=en_US&edition=fundamental","pubTime":"2025-10-08 18:02","market":"sh","language":"en","title":"The Unofficial Jobs Numbers Are In and It's Rough Out There","url":"https://stock-news.laohu8.com/highlight/detail?id=2573949401","media":"Dow Jones","summary":"A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers' data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.\"The employment numbers have clearly deteriorated,\" said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less","content":"<html><head></head><body><p>A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.</p><p>These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.</p><p>In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers&#39; data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.</p><p>These follow a report from payroll processor ADP last week that said U.S. employers shed private-sector jobs last month.</p><p>These and other alternative data sources have their drawbacks -- they often only cover a small share of the labor force and using them to estimate the state of the broader job market can be tricky. These numbers don&#39;t always match with government data, though the government numbers themselves have seen some steep revisions lately as the BLS struggles with falling response rates to its surveys.</p><p>Still, the nongovernment numbers are telling the same basic story about a job market that has cooled since the spring: Few companies are hiring.</p><p>&#34;The employment numbers have clearly deteriorated,&#34; said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less likely to hire, he said.</p><p>Economists and investors are closely watching nongovernment data while the federal shutdown delays important federal data releases, including a September jobs report that was supposed to come out last Friday. That report, one of the key U.S. economic indicators, helps set the course for the Federal Reserve&#39;s interest rate policy. The Fed last month lowered interest rates by a quarter percentage point and indicated more cuts are coming while citing weak hiring.</p><p>The good news is that few people are getting laid off while the U.S. unemployment rate, last released for August, remained low. Piper Sandler tallied state-level unemployment claims and found they remained low last week. Outplacement firm Challenger, Gray &amp; Christmas said job-cut announcements fell in September.</p><p>Lower immigration means fewer jobs need to be added to keep unemployment steady, said Jason Thomas, Carlyle Group&#39;s head of global research and investment strategy. Considering this, the labor market is &#34;probably pretty healthy,&#34; he said.</p><p>Still, Carlyle&#39;s own data suggest hiring has slowed significantly. The firm estimated that U.S. employers added 17,000 jobs in September, down from an already weak 22,000 in August. Carlyle draws its estimates from head-count and business volumes data among the firms where it has some ownership, which it weights based on how they correlated with the BLS jobs report in the past.</p><p>Bank of America parses its customers&#39; bank and credit card accounts to see who is receiving wages or unemployment benefits to gauge the state of the labor market. The bank found a &#34;further softening&#34; in job growth in September and a 10% rise in unemployment payments in October compared with a year ago, although wages also rose.</p><p>Elsewhere, the Institute for Supply Management, a professional organization that polls supply-chain executives, found that services employment shrank in September. That marked the fourth straight month of declines.</p><p>Other surveys show signs of a worsening climate for job seekers. In a survey of consumers by the Federal Reserve Bank of New York, respondents put the odds of finding a job in the next three months at 47.4% last month, up slightly from August but also well below the trailing 12-month average of 51%.</p><p>The think tank Conference Board&#39;s labor differential, the share of survey respondents who say jobs are plentiful minus the share who say jobs are hard to get, fell in September.</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>The Unofficial Jobs Numbers Are In and It's Rough Out There</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\">\nThe Unofficial Jobs Numbers Are In and It's Rough Out There\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\">2025-10-08 18:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.</p><p>These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.</p><p>In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers&#39; data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.</p><p>These follow a report from payroll processor ADP last week that said U.S. employers shed private-sector jobs last month.</p><p>These and other alternative data sources have their drawbacks -- they often only cover a small share of the labor force and using them to estimate the state of the broader job market can be tricky. These numbers don&#39;t always match with government data, though the government numbers themselves have seen some steep revisions lately as the BLS struggles with falling response rates to its surveys.</p><p>Still, the nongovernment numbers are telling the same basic story about a job market that has cooled since the spring: Few companies are hiring.</p><p>&#34;The employment numbers have clearly deteriorated,&#34; said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less likely to hire, he said.</p><p>Economists and investors are closely watching nongovernment data while the federal shutdown delays important federal data releases, including a September jobs report that was supposed to come out last Friday. That report, one of the key U.S. economic indicators, helps set the course for the Federal Reserve&#39;s interest rate policy. The Fed last month lowered interest rates by a quarter percentage point and indicated more cuts are coming while citing weak hiring.</p><p>The good news is that few people are getting laid off while the U.S. unemployment rate, last released for August, remained low. Piper Sandler tallied state-level unemployment claims and found they remained low last week. Outplacement firm Challenger, Gray &amp; Christmas said job-cut announcements fell in September.</p><p>Lower immigration means fewer jobs need to be added to keep unemployment steady, said Jason Thomas, Carlyle Group&#39;s head of global research and investment strategy. Considering this, the labor market is &#34;probably pretty healthy,&#34; he said.</p><p>Still, Carlyle&#39;s own data suggest hiring has slowed significantly. The firm estimated that U.S. employers added 17,000 jobs in September, down from an already weak 22,000 in August. Carlyle draws its estimates from head-count and business volumes data among the firms where it has some ownership, which it weights based on how they correlated with the BLS jobs report in the past.</p><p>Bank of America parses its customers&#39; bank and credit card accounts to see who is receiving wages or unemployment benefits to gauge the state of the labor market. The bank found a &#34;further softening&#34; in job growth in September and a 10% rise in unemployment payments in October compared with a year ago, although wages also rose.</p><p>Elsewhere, the Institute for Supply Management, a professional organization that polls supply-chain executives, found that services employment shrank in September. That marked the fourth straight month of declines.</p><p>Other surveys show signs of a worsening climate for job seekers. In a survey of consumers by the Federal Reserve Bank of New York, respondents put the odds of finding a job in the next three months at 47.4% last month, up slightly from August but also well below the trailing 12-month average of 51%.</p><p>The think tank Conference Board&#39;s labor differential, the share of survey respondents who say jobs are plentiful minus the share who say jobs are hard to get, fell in September.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","BK4135":"资产管理与托管银行"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573949401","content_text":"A host of alternative jobs data from Wall Street are pointing in the same direction: The U.S. labor market is losing steam.These numbers are getting more attention while the federal government shutdown keeps the lights off at the Bureau of Labor Statistics, delaying new data in an unsettled time for the jobs market.In the federal data void, Bank of America this week said it is seeing signs of rising unemployment and slowing job growth in its customers' data. Private-equity company Carlyle Group, extrapolating from companies in which it owns stakes, said Tuesday that it thinks overall U.S. jobs growth slid in September from an already weak official reading in August. Goldman Sachs said its measure of labor-market tightness fell last month back to levels seen in 2015, indicating a tough landscape for job seekers.These follow a report from payroll processor ADP last week that said U.S. employers shed private-sector jobs last month.These and other alternative data sources have their drawbacks -- they often only cover a small share of the labor force and using them to estimate the state of the broader job market can be tricky. These numbers don't always match with government data, though the government numbers themselves have seen some steep revisions lately as the BLS struggles with falling response rates to its surveys.Still, the nongovernment numbers are telling the same basic story about a job market that has cooled since the spring: Few companies are hiring.\"The employment numbers have clearly deteriorated,\" said Jake Oubina, senior economist at Piper Sandler. Profit margins are down because of tariffs, and that makes companies less likely to hire, he said.Economists and investors are closely watching nongovernment data while the federal shutdown delays important federal data releases, including a September jobs report that was supposed to come out last Friday. That report, one of the key U.S. economic indicators, helps set the course for the Federal Reserve's interest rate policy. The Fed last month lowered interest rates by a quarter percentage point and indicated more cuts are coming while citing weak hiring.The good news is that few people are getting laid off while the U.S. unemployment rate, last released for August, remained low. Piper Sandler tallied state-level unemployment claims and found they remained low last week. Outplacement firm Challenger, Gray & Christmas said job-cut announcements fell in September.Lower immigration means fewer jobs need to be added to keep unemployment steady, said Jason Thomas, Carlyle Group's head of global research and investment strategy. Considering this, the labor market is \"probably pretty healthy,\" he said.Still, Carlyle's own data suggest hiring has slowed significantly. The firm estimated that U.S. employers added 17,000 jobs in September, down from an already weak 22,000 in August. Carlyle draws its estimates from head-count and business volumes data among the firms where it has some ownership, which it weights based on how they correlated with the BLS jobs report in the past.Bank of America parses its customers' bank and credit card accounts to see who is receiving wages or unemployment benefits to gauge the state of the labor market. The bank found a \"further softening\" in job growth in September and a 10% rise in unemployment payments in October compared with a year ago, although wages also rose.Elsewhere, the Institute for Supply Management, a professional organization that polls supply-chain executives, found that services employment shrank in September. That marked the fourth straight month of declines.Other surveys show signs of a worsening climate for job seekers. In a survey of consumers by the Federal Reserve Bank of New York, respondents put the odds of finding a job in the next three months at 47.4% last month, up slightly from August but also well below the trailing 12-month average of 51%.The think tank Conference Board's labor differential, the share of survey respondents who say jobs are plentiful minus the share who say jobs are hard to get, fell in September.","news_type":1,"symbols_score_info":{"US3Y.BOND":0.62,"YMmain":1.1,"US10Y.BOND":0.62,"US12M.BOND":0.62,"US5Y.BOND":0.62,"ESmain":1.1,"US6M.BOND":0.62,"US7Y.BOND":0.62,"US2Y.BOND":0.62,"US30Y.BOND":0.62,"NQmain":1.1}},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":424294482870448,"gmtCreate":1744595721360,"gmtModify":1744597380689,"author":{"id":"3574635922073280","authorId":"3574635922073280","name":"Dannychanbs","avatar":"https://community-static.tradeup.com/news/6da1e392ad717110ce2493e54317a509","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574635922073280","idStr":"3574635922073280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/424294482870448","repostId":"1153769596","repostType":2,"repost":{"id":"1153769596","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1744595671,"share":"https://ttm.financial/m/news/1153769596?lang=en_US&edition=fundamental","pubTime":"2025-04-14 09:54","market":"us","language":"en","title":"Tariffs on Imported Semiconductor Chips Coming Soon, Trump Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1153769596","media":"Reuters","summary":"WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility","content":"<html><head></head><body><p>WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility with some companies in the sector.</p><p>The president&#39;s pledge means that the exclusion of smartphones and computers from his reciprocal tariffs on China likely will be short-lived as Trump looks to reset trade in the semiconductor sector.</p><p>&#34;We wanted to uncomplicate it from a lot of other companies, because we want to make our chips and semiconductors and other things in our country,&#34; Trump told reporters aboard Air Force One as he traveled back to Washington from his estate in West Palm Beach.</p><p>Trump declined to say whether some products such as smartphones might still end up being exempted, but added: &#34;You have to show a certain flexibility. Nobody should be so rigid.&#34;</p><p>Earlier in the day, Trump announced a national security trade probe into the semiconductor sector.</p><p>&#34;We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations,&#34; he posted on social media.</p><p>The White House had announced the exclusions from steep reciprocal tariffs on Friday, creating some hope that the tech industry might escape being ensnared in the escalating conflict between the two nations and that everyday consumer products such as phones and laptops would remain affordable.</p><p>However, Trump&#39;s commerce secretary, Howard Lutnick, earlier on Sunday made clear that critical technology products from China would face separate new duties along with semiconductors within the next two months.</p><p>Trump&#39;s back-and-forth on tariffs last week triggered the wildest swings on Wall Street since the COVID pandemic of 2020. The benchmark Standard &amp; Poor&#39;s 500 index is down more than 10% since Trump took office on January 20.</p><p>Lutnick said Trump would enact &#34;a special focus-type of tariff&#34; on smartphones, computers and other electronics products in a month or two, alongside sectoral tariffs targeting semiconductors and pharmaceuticals. The new duties would fall outside Trump&#39;s so-called reciprocal tariffs, under which levies on Chinese imports climbed to 125% last week, he said.</p><p>&#34;He&#39;s saying they&#39;re exempt from the reciprocal tariffs, but they&#39;re included in the semiconductor tariffs, which are coming in probably a month or two,&#34; Lutnick said in an interview on ABC&#39;s &#34;This Week,&#34; predicting the levies would bring production of those products to the United States.</p><p>Beijing increased its own tariffs on U.S. imports to 125% on Friday in response. On Sunday, before Lutnick&#39;s comments, China said it was evaluating the impact of the exclusions for the technology products implemented late on Friday.</p><p>&#34;The bell on a tiger&#39;s neck can only be untied by the person who tied it,&#34; China&#39;s Ministry of Commerce said.</p><p>Billionaire investor Bill Ackman, who endorsed Trump&#39;s run for president but who has criticized the tariffs, on Sunday called on him to pause the broad and steep reciprocal tariffs on China for three months, as Trump did for most countries last week.</p><p>If Trump paused Chinese tariffs for 90 days and cut them to 10% temporarily, &#34;he would achieve the same objective in causing U.S. businesses to relocate their supply chains from China without the disruption and risk,&#34; Ackman wrote on X.</p><h2 id=\"id_1469425936\" style=\"text-align: start;\">&#39;CHANGES EVERY DAY&#39;</h2><p>Sven Henrich, founder and lead market strategist for NorthmanTrader, was harshly critical of how the tariff issue was being handled on Sunday.</p><p>&#34;Sentiment check: The biggest rally of the year would come on the day Lutnick gets fired,&#34; Henrich wrote on X. &#34;I suggest the administration figures out who controls the message, whatever it is, as it changes every day. U.S. business can&#39;t plan or invest with the constant back and forth.&#34;</p><p>U.S. Senator Elizabeth Warren, a Democrat, criticized the latest revision to Trump&#39;s tariff plan, which economists have warned could dent economic growth and fuel inflation.</p><p>&#34;There is no tariff policy - only chaos and corruption,&#34; Warren said on ABC&#39;s &#34;This Week,&#34; speaking before Trump&#39;s latest post on social media.</p><p>In a notice to shippers, opens new tab late on Friday, the U.S. Customs and Border Protection agency published a list of tariff codes excluded from the import taxes. It featured 20 product categories, including computers, laptops, disc drives, semiconductor devices, memory chips and flat panel displays.</p><p>In an interview on NBC&#39;s &#34;Meet the Press,&#34; White House trade adviser Peter Navarro said the U.S. has opened an invitation to China to negotiate, but he criticized China&#39;s connection to the lethal fentanyl supply chain and did not include it on a list of seven entities - the United Kingdom, the European Union, India, Japan, South Korea, Indonesia and Israel - with which he said the administration was in talks.</p><p>Trade Representative Jamieson Greer said on CBS&#39;s &#34;Face the Nation&#34; that there were no plans yet for Trump to speak to Chinese President Xi Jinping on tariffs, accusing China of creating trade friction by responding with levies of its own. But he expressed hopes for some non-Chinese deals.</p><p>&#34;My goal is to get meaningful deals before 90 days, and I think we&#39;re going to be there with several countries in the next few weeks,&#34; Greer said.</p><p>Ray Dalio, the billionaire founder of the world&#39;s biggest hedge fund, told NBC&#39;s &#34;Meet the Press&#34; that he was worried about the United States sliding into recession, or worse, as a result of the tariffs.</p><p>&#34;Right now we are at a decision-making point and very close to a recession,&#34; Dalio said on Sunday. &#34;And I&#39;m worried about something worse than a recession if this isn&#39;t handled well.&#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>Tariffs on Imported Semiconductor Chips Coming Soon, Trump Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTariffs on Imported Semiconductor Chips Coming Soon, Trump Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-04-14 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility with some companies in the sector.</p><p>The president&#39;s pledge means that the exclusion of smartphones and computers from his reciprocal tariffs on China likely will be short-lived as Trump looks to reset trade in the semiconductor sector.</p><p>&#34;We wanted to uncomplicate it from a lot of other companies, because we want to make our chips and semiconductors and other things in our country,&#34; Trump told reporters aboard Air Force One as he traveled back to Washington from his estate in West Palm Beach.</p><p>Trump declined to say whether some products such as smartphones might still end up being exempted, but added: &#34;You have to show a certain flexibility. Nobody should be so rigid.&#34;</p><p>Earlier in the day, Trump announced a national security trade probe into the semiconductor sector.</p><p>&#34;We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations,&#34; he posted on social media.</p><p>The White House had announced the exclusions from steep reciprocal tariffs on Friday, creating some hope that the tech industry might escape being ensnared in the escalating conflict between the two nations and that everyday consumer products such as phones and laptops would remain affordable.</p><p>However, Trump&#39;s commerce secretary, Howard Lutnick, earlier on Sunday made clear that critical technology products from China would face separate new duties along with semiconductors within the next two months.</p><p>Trump&#39;s back-and-forth on tariffs last week triggered the wildest swings on Wall Street since the COVID pandemic of 2020. The benchmark Standard &amp; Poor&#39;s 500 index is down more than 10% since Trump took office on January 20.</p><p>Lutnick said Trump would enact &#34;a special focus-type of tariff&#34; on smartphones, computers and other electronics products in a month or two, alongside sectoral tariffs targeting semiconductors and pharmaceuticals. The new duties would fall outside Trump&#39;s so-called reciprocal tariffs, under which levies on Chinese imports climbed to 125% last week, he said.</p><p>&#34;He&#39;s saying they&#39;re exempt from the reciprocal tariffs, but they&#39;re included in the semiconductor tariffs, which are coming in probably a month or two,&#34; Lutnick said in an interview on ABC&#39;s &#34;This Week,&#34; predicting the levies would bring production of those products to the United States.</p><p>Beijing increased its own tariffs on U.S. imports to 125% on Friday in response. On Sunday, before Lutnick&#39;s comments, China said it was evaluating the impact of the exclusions for the technology products implemented late on Friday.</p><p>&#34;The bell on a tiger&#39;s neck can only be untied by the person who tied it,&#34; China&#39;s Ministry of Commerce said.</p><p>Billionaire investor Bill Ackman, who endorsed Trump&#39;s run for president but who has criticized the tariffs, on Sunday called on him to pause the broad and steep reciprocal tariffs on China for three months, as Trump did for most countries last week.</p><p>If Trump paused Chinese tariffs for 90 days and cut them to 10% temporarily, &#34;he would achieve the same objective in causing U.S. businesses to relocate their supply chains from China without the disruption and risk,&#34; Ackman wrote on X.</p><h2 id=\"id_1469425936\" style=\"text-align: start;\">&#39;CHANGES EVERY DAY&#39;</h2><p>Sven Henrich, founder and lead market strategist for NorthmanTrader, was harshly critical of how the tariff issue was being handled on Sunday.</p><p>&#34;Sentiment check: The biggest rally of the year would come on the day Lutnick gets fired,&#34; Henrich wrote on X. &#34;I suggest the administration figures out who controls the message, whatever it is, as it changes every day. U.S. business can&#39;t plan or invest with the constant back and forth.&#34;</p><p>U.S. Senator Elizabeth Warren, a Democrat, criticized the latest revision to Trump&#39;s tariff plan, which economists have warned could dent economic growth and fuel inflation.</p><p>&#34;There is no tariff policy - only chaos and corruption,&#34; Warren said on ABC&#39;s &#34;This Week,&#34; speaking before Trump&#39;s latest post on social media.</p><p>In a notice to shippers, opens new tab late on Friday, the U.S. Customs and Border Protection agency published a list of tariff codes excluded from the import taxes. It featured 20 product categories, including computers, laptops, disc drives, semiconductor devices, memory chips and flat panel displays.</p><p>In an interview on NBC&#39;s &#34;Meet the Press,&#34; White House trade adviser Peter Navarro said the U.S. has opened an invitation to China to negotiate, but he criticized China&#39;s connection to the lethal fentanyl supply chain and did not include it on a list of seven entities - the United Kingdom, the European Union, India, Japan, South Korea, Indonesia and Israel - with which he said the administration was in talks.</p><p>Trade Representative Jamieson Greer said on CBS&#39;s &#34;Face the Nation&#34; that there were no plans yet for Trump to speak to Chinese President Xi Jinping on tariffs, accusing China of creating trade friction by responding with levies of its own. But he expressed hopes for some non-Chinese deals.</p><p>&#34;My goal is to get meaningful deals before 90 days, and I think we&#39;re going to be there with several countries in the next few weeks,&#34; Greer said.</p><p>Ray Dalio, the billionaire founder of the world&#39;s biggest hedge fund, told NBC&#39;s &#34;Meet the Press&#34; that he was worried about the United States sliding into recession, or worse, as a result of the tariffs.</p><p>&#34;Right now we are at a decision-making point and very close to a recession,&#34; Dalio said on Sunday. &#34;And I&#39;m worried about something worse than a recession if this isn&#39;t handled well.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔",".DJI":"道琼斯","SOX":"费城半导体指数",".IXIC":"NASDAQ Composite","ASML":"阿斯麦","NVDA":"英伟达","AAPL":"苹果",".SPX":"S&P 500 Index","MU":"美光科技","AMAT":"应用材料","STM":"意法半导体","AVGO":"博通","UMC":"联电","ARM":"ARM Holdings","ON":"安森美半导体","QCOM":"高通","NXPI":"恩智浦","TXN":"德州仪器","UCTT":"超科林半导体","SMCI":"超微电脑","TSM":"台积电","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","MCHP":"微芯科技","MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153769596","content_text":"WASHINGTON, April 13 (Reuters) - U.S. President Donald Trump on Sunday said he would be announcing the tariff rate on imported semiconductors over the next week, adding that there would be flexibility with some companies in the sector.The president's pledge means that the exclusion of smartphones and computers from his reciprocal tariffs on China likely will be short-lived as Trump looks to reset trade in the semiconductor sector.\"We wanted to uncomplicate it from a lot of other companies, because we want to make our chips and semiconductors and other things in our country,\" Trump told reporters aboard Air Force One as he traveled back to Washington from his estate in West Palm Beach.Trump declined to say whether some products such as smartphones might still end up being exempted, but added: \"You have to show a certain flexibility. Nobody should be so rigid.\"Earlier in the day, Trump announced a national security trade probe into the semiconductor sector.\"We are taking a look at Semiconductors and the WHOLE ELECTRONICS SUPPLY CHAIN in the upcoming National Security Tariff Investigations,\" he posted on social media.The White House had announced the exclusions from steep reciprocal tariffs on Friday, creating some hope that the tech industry might escape being ensnared in the escalating conflict between the two nations and that everyday consumer products such as phones and laptops would remain affordable.However, Trump's commerce secretary, Howard Lutnick, earlier on Sunday made clear that critical technology products from China would face separate new duties along with semiconductors within the next two months.Trump's back-and-forth on tariffs last week triggered the wildest swings on Wall Street since the COVID pandemic of 2020. The benchmark Standard & Poor's 500 index is down more than 10% since Trump took office on January 20.Lutnick said Trump would enact \"a special focus-type of tariff\" on smartphones, computers and other electronics products in a month or two, alongside sectoral tariffs targeting semiconductors and pharmaceuticals. The new duties would fall outside Trump's so-called reciprocal tariffs, under which levies on Chinese imports climbed to 125% last week, he said.\"He's saying they're exempt from the reciprocal tariffs, but they're included in the semiconductor tariffs, which are coming in probably a month or two,\" Lutnick said in an interview on ABC's \"This Week,\" predicting the levies would bring production of those products to the United States.Beijing increased its own tariffs on U.S. imports to 125% on Friday in response. On Sunday, before Lutnick's comments, China said it was evaluating the impact of the exclusions for the technology products implemented late on Friday.\"The bell on a tiger's neck can only be untied by the person who tied it,\" China's Ministry of Commerce said.Billionaire investor Bill Ackman, who endorsed Trump's run for president but who has criticized the tariffs, on Sunday called on him to pause the broad and steep reciprocal tariffs on China for three months, as Trump did for most countries last week.If Trump paused Chinese tariffs for 90 days and cut them to 10% temporarily, \"he would achieve the same objective in causing U.S. businesses to relocate their supply chains from China without the disruption and risk,\" Ackman wrote on X.'CHANGES EVERY DAY'Sven Henrich, founder and lead market strategist for NorthmanTrader, was harshly critical of how the tariff issue was being handled on Sunday.\"Sentiment check: The biggest rally of the year would come on the day Lutnick gets fired,\" Henrich wrote on X. \"I suggest the administration figures out who controls the message, whatever it is, as it changes every day. U.S. business can't plan or invest with the constant back and forth.\"U.S. Senator Elizabeth Warren, a Democrat, criticized the latest revision to Trump's tariff plan, which economists have warned could dent economic growth and fuel inflation.\"There is no tariff policy - only chaos and corruption,\" Warren said on ABC's \"This Week,\" speaking before Trump's latest post on social media.In a notice to shippers, opens new tab late on Friday, the U.S. Customs and Border Protection agency published a list of tariff codes excluded from the import taxes. It featured 20 product categories, including computers, laptops, disc drives, semiconductor devices, memory chips and flat panel displays.In an interview on NBC's \"Meet the Press,\" White House trade adviser Peter Navarro said the U.S. has opened an invitation to China to negotiate, but he criticized China's connection to the lethal fentanyl supply chain and did not include it on a list of seven entities - the United Kingdom, the European Union, India, Japan, South Korea, Indonesia and Israel - with which he said the administration was in talks.Trade Representative Jamieson Greer said on CBS's \"Face the Nation\" that there were no plans yet for Trump to speak to Chinese President Xi Jinping on tariffs, accusing China of creating trade friction by responding with levies of its own. But he expressed hopes for some non-Chinese deals.\"My goal is to get meaningful deals before 90 days, and I think we're going to be there with several countries in the next few weeks,\" Greer said.Ray Dalio, the billionaire founder of the world's biggest hedge fund, told NBC's \"Meet the Press\" that he was worried about the United States sliding into recession, or worse, as a result of the tariffs.\"Right now we are at a decision-making point and very close to a recession,\" Dalio said on Sunday. \"And I'm worried about something worse than a recession if this isn't handled well.\"","news_type":1,"symbols_score_info":{"SMCI":1.1,"TSM":1.1,"AAPL":1.1,"MCHP":1.1,"MU":1.1,"TXN":1.1,"STM":1.1,"AMD":1.1,"INTC":1.1,".SPX":1.1,"ON":1.1,"QCOM":1.1,"GFS":1.1,"NXPI":1.1,".DJI":1.1,".IXIC":1.1,"UCTT":1.1,"ASML":1.1,"MRVL":1.1,"NVDA":1.1,"AMAT":1.1,"AVGO":1.1,"UMC":1.1,"ARM":1.1,"SOX":1.1}},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405116275179592,"gmtCreate":1739926337275,"gmtModify":1739928617127,"author":{"id":"3574635922073280","authorId":"3574635922073280","name":"Dannychanbs","avatar":"https://community-static.tradeup.com/news/6da1e392ad717110ce2493e54317a509","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574635922073280","idStr":"3574635922073280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$&nbsp;</a>&nbsp;","text":"$CapLand IntCom T(C38U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405116275179592","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}