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12-16 15:51

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Wall Street’s Lone Nvidia Bear Is Doubling Down on His Call, with High Conviction

08-11

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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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511336281101000","repostId":"2591624138","repostType":2,"repost":{"id":"2591624138","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":1765870200,"share":"https://ttm.financial/m/news/2591624138?lang=en_US&edition=fundamental","pubTime":"2025-12-16 15:30","market":"us","language":"en","title":"Wall Street’s Lone Nvidia Bear Is Doubling Down on His Call, with High Conviction","url":"https://stock-news.laohu8.com/highlight/detail?id=2591624138","media":"Dow Jones","summary":"Seaport Research’s negative view of Nvidia’s stock hasn’t panned out thus far, but analyst Jay Goldberg is emphasizing the recommendation as he looks to 2026.","content":"<html><head></head><body><p style=\"text-align: start;\">Seaport Research’s Jay Goldberg has some bullish ideas for 2026 — but none are as high-conviction as his longstanding bearish call on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p style=\"text-align: start;\">That stance has garnered some attention this year, even as it hasn’t panned out. Since Goldberg launched coverage of Nvidia with a sell rating in late April, the stock has advanced 62%.</p><p>Nonetheless, when Seaport analysts submitted their top picks for 2026, Goldberg went with shorting Nvidia.</p><p>The artificial-intelligence trade, which has experienced volatility in recent weeks, “is getting a little long in the tooth,” Goldberg told MarketWatch. While Nvidia’s revenues and shares have skyrocketed due to its position powering the current AI boom, “it’s just getting harder and harder for their customers to afford” Nvidia’s offering, Goldberg said.</p><p style=\"text-align: start;\">The bear case, he said, is “as simple as that.”</p><p>Capital expenditures at Nvidia’s top customers such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> are getting “massive,” Goldberg noted, but “it’s a very narrow pool of customers who are doing all this spending.” Eventually, “it’s just natural for them to sort of reassess why they are spending so much.”</p><p style=\"text-align: start;\">At the same time, these customers are ramping up efforts to develop custom chips to reduce reliance on Nvidia, Goldberg said, and he expects some of those chip programs to come to fruition next year. </p><p style=\"text-align: start;\">The heightening enthusiasm for custom chips has driven momentum for <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which develops application-specific integrated circuits, or ASICs, alongside its customers. The release of Google’s Gemini 3 model in November, for example, not only reaffirmed investor confidence in Alphabet’s AI opportunity but served as a boost to Broadcom, too.</p><p style=\"text-align: start;\">Gemini 3 was trained on Google’s tensor processing units, or TPUs, which it has codeveloped with Broadcom for more than a decade.</p><p>Goldberg’s bullish view of Broadcom has panned out this year, with the stock rising 78% since he initiated coverage in late April. While Goldberg still has a buy rating on Broadcom shares and thinks the custom-chip maker will “continue to do well,” he told MarketWatch that he is “more convicted” in his negative view of Nvidia and the idea that the company is set up for challenges going forward.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is another option for customers, having long been seen as Nvidia’s closest competitor in the chip space, though markedly behind. Both Nvidia and AMD design graphics processing units, which compete with ASICs.</p><p style=\"text-align: start;\">Some of AMD’s products are “not as good as Nvidia’s, but if you factor in that they’re cheaper and you sort of do the math that you get just as much compute per dollar as you do with Nvidia, suddenly AMD starts to look much more interesting as an alternative,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg started off with a bullish view of AMD’s stock but switched to a hold stance in a Sept. 4 report. While the stock had gained 69% over the course of his bullish call, the downgrade proved premature, with the stock tacking on another 28% in gains since then.</p><p style=\"text-align: start;\">That said, Goldberg thinks AMD’s “story is still a couple of years out.”</p><h3 id=\"id_2637166252\" style=\"text-align: start;\">The Nvidia web</h3><p style=\"text-align: start;\">Goldberg is also concerned about the intertwined relationships between Nvidia and its customers.</p><p style=\"text-align: start;\">Cloud-infrastructure provider <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> said in September that it had entered a new order form with Nvidia that would have the chip maker buy back compute capacity that it doesn’t sell. Under the existing agreement between the companies from April 2023, when data-center capacity “is not fully utilized by [CoreWeave’s] own customers, Nvidia is obligated to purchase the residual unsold capacity” until April 2032, CoreWeave said in a Securities and Exchange Commissionreport.</p><p>“Accounting-wise, there’s lots of ways you can describe it, but effectively it’s a discount,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg pointed to Nvidia’s latest earnings report in November, where the company reported that its cloud-service agreements had doubled from the previous year. As of October 26, Nvidia said its multiyear commitments were $26 billion — up from $11.3 billion in the third quarter of 2025. While $6.3 billion of that is from CoreWeave, Goldberg said, the remaining increase is from unknown customers.</p><p style=\"text-align: start;\">Nvidia said in its 10-Q filing that some of that capacity “may be reduced, terminated or sold to others by the [cloud service providers], in which case our commitments will be reduced.”</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>Wall Street’s Lone Nvidia Bear Is Doubling Down on His Call, with High Conviction</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\">\nWall Street’s Lone Nvidia Bear Is Doubling Down on His Call, with High Conviction\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\">2025-12-16 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Seaport Research’s Jay Goldberg has some bullish ideas for 2026 — but none are as high-conviction as his longstanding bearish call on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p style=\"text-align: start;\">That stance has garnered some attention this year, even as it hasn’t panned out. Since Goldberg launched coverage of Nvidia with a sell rating in late April, the stock has advanced 62%.</p><p>Nonetheless, when Seaport analysts submitted their top picks for 2026, Goldberg went with shorting Nvidia.</p><p>The artificial-intelligence trade, which has experienced volatility in recent weeks, “is getting a little long in the tooth,” Goldberg told MarketWatch. While Nvidia’s revenues and shares have skyrocketed due to its position powering the current AI boom, “it’s just getting harder and harder for their customers to afford” Nvidia’s offering, Goldberg said.</p><p style=\"text-align: start;\">The bear case, he said, is “as simple as that.”</p><p>Capital expenditures at Nvidia’s top customers such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> are getting “massive,” Goldberg noted, but “it’s a very narrow pool of customers who are doing all this spending.” Eventually, “it’s just natural for them to sort of reassess why they are spending so much.”</p><p style=\"text-align: start;\">At the same time, these customers are ramping up efforts to develop custom chips to reduce reliance on Nvidia, Goldberg said, and he expects some of those chip programs to come to fruition next year. </p><p style=\"text-align: start;\">The heightening enthusiasm for custom chips has driven momentum for <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which develops application-specific integrated circuits, or ASICs, alongside its customers. The release of Google’s Gemini 3 model in November, for example, not only reaffirmed investor confidence in Alphabet’s AI opportunity but served as a boost to Broadcom, too.</p><p style=\"text-align: start;\">Gemini 3 was trained on Google’s tensor processing units, or TPUs, which it has codeveloped with Broadcom for more than a decade.</p><p>Goldberg’s bullish view of Broadcom has panned out this year, with the stock rising 78% since he initiated coverage in late April. While Goldberg still has a buy rating on Broadcom shares and thinks the custom-chip maker will “continue to do well,” he told MarketWatch that he is “more convicted” in his negative view of Nvidia and the idea that the company is set up for challenges going forward.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is another option for customers, having long been seen as Nvidia’s closest competitor in the chip space, though markedly behind. Both Nvidia and AMD design graphics processing units, which compete with ASICs.</p><p style=\"text-align: start;\">Some of AMD’s products are “not as good as Nvidia’s, but if you factor in that they’re cheaper and you sort of do the math that you get just as much compute per dollar as you do with Nvidia, suddenly AMD starts to look much more interesting as an alternative,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg started off with a bullish view of AMD’s stock but switched to a hold stance in a Sept. 4 report. While the stock had gained 69% over the course of his bullish call, the downgrade proved premature, with the stock tacking on another 28% in gains since then.</p><p style=\"text-align: start;\">That said, Goldberg thinks AMD’s “story is still a couple of years out.”</p><h3 id=\"id_2637166252\" style=\"text-align: start;\">The Nvidia web</h3><p style=\"text-align: start;\">Goldberg is also concerned about the intertwined relationships between Nvidia and its customers.</p><p style=\"text-align: start;\">Cloud-infrastructure provider <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> said in September that it had entered a new order form with Nvidia that would have the chip maker buy back compute capacity that it doesn’t sell. Under the existing agreement between the companies from April 2023, when data-center capacity “is not fully utilized by [CoreWeave’s] own customers, Nvidia is obligated to purchase the residual unsold capacity” until April 2032, CoreWeave said in a Securities and Exchange Commissionreport.</p><p>“Accounting-wise, there’s lots of ways you can describe it, but effectively it’s a discount,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg pointed to Nvidia’s latest earnings report in November, where the company reported that its cloud-service agreements had doubled from the previous year. As of October 26, Nvidia said its multiyear commitments were $26 billion — up from $11.3 billion in the third quarter of 2025. While $6.3 billion of that is from CoreWeave, Goldberg said, the remaining increase is from unknown customers.</p><p style=\"text-align: start;\">Nvidia said in its 10-Q filing that some of that capacity “may be reduced, terminated or sold to others by the [cloud service providers], in which case our commitments will be reduced.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4575":"芯片概念","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","NVDA":"英伟达","BK4549":"软银资本持仓","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591624138","content_text":"Seaport Research’s Jay Goldberg has some bullish ideas for 2026 — but none are as high-conviction as his longstanding bearish call on Nvidia.That stance has garnered some attention this year, even as it hasn’t panned out. Since Goldberg launched coverage of Nvidia with a sell rating in late April, the stock has advanced 62%.Nonetheless, when Seaport analysts submitted their top picks for 2026, Goldberg went with shorting Nvidia.The artificial-intelligence trade, which has experienced volatility in recent weeks, “is getting a little long in the tooth,” Goldberg told MarketWatch. While Nvidia’s revenues and shares have skyrocketed due to its position powering the current AI boom, “it’s just getting harder and harder for their customers to afford” Nvidia’s offering, Goldberg said.The bear case, he said, is “as simple as that.”Capital expenditures at Nvidia’s top customers such as Meta Platforms and Alphabet are getting “massive,” Goldberg noted, but “it’s a very narrow pool of customers who are doing all this spending.” Eventually, “it’s just natural for them to sort of reassess why they are spending so much.”At the same time, these customers are ramping up efforts to develop custom chips to reduce reliance on Nvidia, Goldberg said, and he expects some of those chip programs to come to fruition next year. The heightening enthusiasm for custom chips has driven momentum for Broadcom, which develops application-specific integrated circuits, or ASICs, alongside its customers. The release of Google’s Gemini 3 model in November, for example, not only reaffirmed investor confidence in Alphabet’s AI opportunity but served as a boost to Broadcom, too.Gemini 3 was trained on Google’s tensor processing units, or TPUs, which it has codeveloped with Broadcom for more than a decade.Goldberg’s bullish view of Broadcom has panned out this year, with the stock rising 78% since he initiated coverage in late April. While Goldberg still has a buy rating on Broadcom shares and thinks the custom-chip maker will “continue to do well,” he told MarketWatch that he is “more convicted” in his negative view of Nvidia and the idea that the company is set up for challenges going forward.Advanced Micro Devices is another option for customers, having long been seen as Nvidia’s closest competitor in the chip space, though markedly behind. Both Nvidia and AMD design graphics processing units, which compete with ASICs.Some of AMD’s products are “not as good as Nvidia’s, but if you factor in that they’re cheaper and you sort of do the math that you get just as much compute per dollar as you do with Nvidia, suddenly AMD starts to look much more interesting as an alternative,” Goldberg said.Goldberg started off with a bullish view of AMD’s stock but switched to a hold stance in a Sept. 4 report. While the stock had gained 69% over the course of his bullish call, the downgrade proved premature, with the stock tacking on another 28% in gains since then.That said, Goldberg thinks AMD’s “story is still a couple of years out.”The Nvidia webGoldberg is also concerned about the intertwined relationships between Nvidia and its customers.Cloud-infrastructure provider CoreWeave said in September that it had entered a new order form with Nvidia that would have the chip maker buy back compute capacity that it doesn’t sell. Under the existing agreement between the companies from April 2023, when data-center capacity “is not fully utilized by [CoreWeave’s] own customers, Nvidia is obligated to purchase the residual unsold capacity” until April 2032, CoreWeave said in a Securities and Exchange Commissionreport.“Accounting-wise, there’s lots of ways you can describe it, but effectively it’s a discount,” Goldberg said.Goldberg pointed to Nvidia’s latest earnings report in November, where the company reported that its cloud-service agreements had doubled from the previous year. As of October 26, Nvidia said its multiyear commitments were $26 billion — up from $11.3 billion in the third quarter of 2025. While $6.3 billion of that is from CoreWeave, Goldberg said, the remaining increase is from unknown customers.Nvidia said in its 10-Q filing that some of that capacity “may be reduced, terminated or sold to others by the [cloud service providers], in which case our commitments will be reduced.”","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466390422077800,"gmtCreate":1754874044414,"gmtModify":1754874048395,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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/466390422077800","repostId":"1151869759","repostType":2,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":423403044180824,"gmtCreate":1744377909348,"gmtModify":1744379192371,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423403044180824","repostId":"1199094668","repostType":2,"repost":{"id":"1199094668","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1744375156,"share":"https://ttm.financial/m/news/1199094668?lang=en_US&edition=fundamental","pubTime":"2025-04-11 20:39","market":"us","language":"en","title":"US Monthly Producer Prices Decline In March","url":"https://stock-news.laohu8.com/highlight/detail?id=1199094668","media":"Tiger Newspress","summary":"US PPI YoY Actual 2.7% (Forecast 3.3%, Previous 3.2%)","content":"<html><head></head><body><p>U.S. monthly producer prices unexpectedly fell in March amid a sharp decline in the cost of energy products, but tariffs on imports are expected to drive inflation higher in the coming months.</p><p>The producer price index for final demand dropped 0.4% last month after an upwardly revised 0.1% gain in February, the Labor Department&#39;s Bureau of Labor Statistics said on Friday.</p><p>Economists polled by Reuters had forecast the PPI rising 0.2% after a previously reported unchanged reading in February.</p><p>In the 12 months through March, the PPI increased 2.7% after advancing 3.2% in February.</p><p>US stock futures extend gains on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2fdd3c98f178105a924f0a9b151c567e\" title=\"\" tg-width=\"276\" tg-height=\"132\"/></p><p>While President Donald Trump this week delayed reciprocal tariffs on trade partners for 90 days, he boosted duties on Chinese goods to 125%. Beijing on Friday hit back with a 125% tariff of its own. A 10% blanket duty on almost all U.S. imports remains in place as does a 25% tariff on motor vehicles, steel and aluminum.</p><p>The anticipated surge in inflation could, however, be tempered somewhat by softening domestic demand, evident in March&#39;s consumer price report that showed monthly declines in airline fares as well as hotel and motel room prices.</p><p>The tariffs, which have hammered financial markets and boosted consumers&#39; inflation expectations, have raised the odds of a recession in the next 12 months. Consumer and business sentiment have also tanked.</p><p>Minutes of the Federal Reserve&#39;s March 18-19 meeting published on Wednesday showed policymakers were nearly unanimous that the economy faced risks of simultaneously higher inflation and slower growth.</p><p>Financial markets expect the U.S. central bank to resume cutting interest rates in June after pausing in January, and reduce its policy rate by 100 basis points this year. The Fed&#39;s benchmark overnight interest rate is currently in the 4.25%-4.50% range.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Monthly Producer Prices Decline In March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Monthly Producer Prices Decline In March\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-04-11 20:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. monthly producer prices unexpectedly fell in March amid a sharp decline in the cost of energy products, but tariffs on imports are expected to drive inflation higher in the coming months.</p><p>The producer price index for final demand dropped 0.4% last month after an upwardly revised 0.1% gain in February, the Labor Department&#39;s Bureau of Labor Statistics said on Friday.</p><p>Economists polled by Reuters had forecast the PPI rising 0.2% after a previously reported unchanged reading in February.</p><p>In the 12 months through March, the PPI increased 2.7% after advancing 3.2% in February.</p><p>US stock futures extend gains on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2fdd3c98f178105a924f0a9b151c567e\" title=\"\" tg-width=\"276\" tg-height=\"132\"/></p><p>While President Donald Trump this week delayed reciprocal tariffs on trade partners for 90 days, he boosted duties on Chinese goods to 125%. Beijing on Friday hit back with a 125% tariff of its own. A 10% blanket duty on almost all U.S. imports remains in place as does a 25% tariff on motor vehicles, steel and aluminum.</p><p>The anticipated surge in inflation could, however, be tempered somewhat by softening domestic demand, evident in March&#39;s consumer price report that showed monthly declines in airline fares as well as hotel and motel room prices.</p><p>The tariffs, which have hammered financial markets and boosted consumers&#39; inflation expectations, have raised the odds of a recession in the next 12 months. Consumer and business sentiment have also tanked.</p><p>Minutes of the Federal Reserve&#39;s March 18-19 meeting published on Wednesday showed policymakers were nearly unanimous that the economy faced risks of simultaneously higher inflation and slower growth.</p><p>Financial markets expect the U.S. central bank to resume cutting interest rates in June after pausing in January, and reduce its policy rate by 100 basis points this year. The Fed&#39;s benchmark overnight interest rate is currently in the 4.25%-4.50% range.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199094668","content_text":"U.S. monthly producer prices unexpectedly fell in March amid a sharp decline in the cost of energy products, but tariffs on imports are expected to drive inflation higher in the coming months.The producer price index for final demand dropped 0.4% last month after an upwardly revised 0.1% gain in February, the Labor Department's Bureau of Labor Statistics said on Friday.Economists polled by Reuters had forecast the PPI rising 0.2% after a previously reported unchanged reading in February.In the 12 months through March, the PPI increased 2.7% after advancing 3.2% in February.US stock futures extend gains on the news.While President Donald Trump this week delayed reciprocal tariffs on trade partners for 90 days, he boosted duties on Chinese goods to 125%. Beijing on Friday hit back with a 125% tariff of its own. A 10% blanket duty on almost all U.S. imports remains in place as does a 25% tariff on motor vehicles, steel and aluminum.The anticipated surge in inflation could, however, be tempered somewhat by softening domestic demand, evident in March's consumer price report that showed monthly declines in airline fares as well as hotel and motel room prices.The tariffs, which have hammered financial markets and boosted consumers' inflation expectations, have raised the odds of a recession in the next 12 months. Consumer and business sentiment have also tanked.Minutes of the Federal Reserve's March 18-19 meeting published on Wednesday showed policymakers were nearly unanimous that the economy faced risks of simultaneously higher inflation and slower growth.Financial markets expect the U.S. central bank to resume cutting interest rates in June after pausing in January, and reduce its policy rate by 100 basis points this year. The Fed's benchmark overnight interest rate is currently in the 4.25%-4.50% range.","news_type":1,"symbols_score_info":{"NQmain":1.1,"ESmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259490031874264,"gmtCreate":1704362422488,"gmtModify":1704362479790,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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/259490031874264","repostId":"2400335227","repostType":2,"repost":{"id":"2400335227","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":1704362260,"share":"https://ttm.financial/m/news/2400335227?lang=en_US&edition=fundamental","pubTime":"2024-01-04 17:57","market":"hk","language":"en","title":"U.S. Stocks To Watch: Meta, Cal-Maine Foods, Dyne Therapeutics, Intel, Walgreens, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2400335227","media":"Dow Jones","summary":"Stock futures pointed higher Thursday after equities started off the first two trading days of 2024 with losses. Pushing stocks lower were the minutes from the Federal Reserve's meeting from December in which central bank officials said interest-rate cuts were likely in 2024 but they also didn't rule out further rate hikes this year, citing an \"unusually elevated degree of uncertainty.\". Meta Platforms CEO Mark Zuckerberg sold about $428 million of company stock over the final two months of 2023, according to a regulatory filing. Zuckerberg, who co-founded the parent of Facebook and Instagram, unloaded nearly 1.28 million shares of stock. He sold shares on every trading day between Nov. 1 and the end of the year, according to the filing. Meta shares were rising 0.2% in premarket trading to $345.17. The stock fell 0.5% on Wednesday. It gained 194% last year.Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Joe Woelfel \n</p>\n<p>\n  Stocks finished mixed on Thursday after equities largely marked losses, marking a five-day losing streak for the Nasdaq Composite. Bond yields rose on solid employment data and as investors scaled back expectations of interest-rate cuts from the Federal Reserve. \n</p>\n<p>\n     These stocks made moves on Thursday: \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> dropped 5.1% after the drugstore chain reported fiscal first-quarter adjusted earnings that beat analysts' estimates but slashed its quarterly dividend by 48%. \n</p>\n<p>\n     Mobileye Global plummeted 25% after the maker of self-driving technology said it expects fiscal first-quarter revenue to fall about 50% from revenue of $458 million a year earlier. Mobileye said in a statement that it has \"become aware of excess inventory at our customers.\" \n</p>\n<p>\n     Intel dipped 0.4%. It owns a stake of 88% in Mobileye. The stock had traded higher earlier after it named Justin Hotard as executive vice president and general manager of its data-center and artificial-intelligence group, effective Feb. 1. The chip maker said in a press release that Hotard will \"play an integral role in driving the company's mission to bring AI everywhere.\" Hotard previously served as executive vice president and general manager of High-Performance Computing, AI and Labs at Hewlett Packard Enterprise. \n</p>\n<p>\n     Apple fell 1.2% after the tech giant received another downgrade from Wall Street. Analysts at Piper Sandler downgraded the stock to Neutral from Overweight and reduced their price target to $205 from $220. The analysts cited \"valuation concerns and broader handset and macro weakness\" in the first half of 2024. Apple was downgraded earlier in the week by Barclays to Underweight from Equal Weight. \n</p>\n<p>\n     APA Corp. reached an agreement to acquire  Callon Petroleum in an all-stock deal valued at about $4.5 billion, including debt.  Callon shares rose 2.9% to $34.62, while APA declined 7.4%. \n</p>\n<p>\n     Peloton Interactive rose 14% after forming an exclusive partnership with TikTok to create a workout hub on the short-form video hosting service. \n</p>\n<p>\n     Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of common shares. The stock surged 31%. The shares rose 13% on Wednesday after the company released positive new data from trials of two investigational treatments for genetic muscle disorders. \n</p>\n<p>\n     Micron Technology rose 0.6% to $82.71. Analysts at Piper Sandler upgraded shares of the chip maker to Overweight from Neutral and raised their price target to $95 from $70. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> was downgraded to Sector Weight from Overweight at KeyBanc, with the analysts saying they believe \"the timing of recovery in demand is uncertain due to a poorly quantifiable inventory glut in the channel.\" The stock declined 3.7% after falling 6.6% on Wednesday. Sunrun also was downgraded to Sector Weight from Overweight. KeyBanc cited a \"recent valuation rebound\" for the downgrade. Sunrun shares fell 7.5%. \n</p>\n<p>\n     Conagra Brands fell 1.9% after fiscal second-quarter revenue and the company's earnings outlook for 2024 missed analysts' estimates. \n</p>\n<p>\n     MongoDB was downgraded to Neutral from Buy at UBS and the price target was lowered to $410 from $475. Shares of the cloud-based database software provider fell 2.8% to $362.41. \n</p>\n<p>\n     Eli Lilly fell 0.5% after the pharmaceutical company launched a website that improves access to treatments, including weight-loss drugs. \n</p>\n<p>\n     Write to Joe Woelfel at joseph.woelfel@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 04, 2024 16:37 ET (21:37 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Meta, Cal-Maine Foods, Dyne Therapeutics, Intel, Walgreens, and More</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\">\nU.S. Stocks To Watch: Meta, Cal-Maine Foods, Dyne Therapeutics, Intel, Walgreens, and More\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\">2024-01-04 17:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Joe Woelfel \n</p>\n<p>\n  Stocks finished mixed on Thursday after equities largely marked losses, marking a five-day losing streak for the Nasdaq Composite. Bond yields rose on solid employment data and as investors scaled back expectations of interest-rate cuts from the Federal Reserve. \n</p>\n<p>\n     These stocks made moves on Thursday: \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> dropped 5.1% after the drugstore chain reported fiscal first-quarter adjusted earnings that beat analysts' estimates but slashed its quarterly dividend by 48%. \n</p>\n<p>\n     Mobileye Global plummeted 25% after the maker of self-driving technology said it expects fiscal first-quarter revenue to fall about 50% from revenue of $458 million a year earlier. Mobileye said in a statement that it has \"become aware of excess inventory at our customers.\" \n</p>\n<p>\n     Intel dipped 0.4%. It owns a stake of 88% in Mobileye. The stock had traded higher earlier after it named Justin Hotard as executive vice president and general manager of its data-center and artificial-intelligence group, effective Feb. 1. The chip maker said in a press release that Hotard will \"play an integral role in driving the company's mission to bring AI everywhere.\" Hotard previously served as executive vice president and general manager of High-Performance Computing, AI and Labs at Hewlett Packard Enterprise. \n</p>\n<p>\n     Apple fell 1.2% after the tech giant received another downgrade from Wall Street. Analysts at Piper Sandler downgraded the stock to Neutral from Overweight and reduced their price target to $205 from $220. The analysts cited \"valuation concerns and broader handset and macro weakness\" in the first half of 2024. Apple was downgraded earlier in the week by Barclays to Underweight from Equal Weight. \n</p>\n<p>\n     APA Corp. reached an agreement to acquire  Callon Petroleum in an all-stock deal valued at about $4.5 billion, including debt.  Callon shares rose 2.9% to $34.62, while APA declined 7.4%. \n</p>\n<p>\n     Peloton Interactive rose 14% after forming an exclusive partnership with TikTok to create a workout hub on the short-form video hosting service. \n</p>\n<p>\n     Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of common shares. The stock surged 31%. The shares rose 13% on Wednesday after the company released positive new data from trials of two investigational treatments for genetic muscle disorders. \n</p>\n<p>\n     Micron Technology rose 0.6% to $82.71. Analysts at Piper Sandler upgraded shares of the chip maker to Overweight from Neutral and raised their price target to $95 from $70. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> was downgraded to Sector Weight from Overweight at KeyBanc, with the analysts saying they believe \"the timing of recovery in demand is uncertain due to a poorly quantifiable inventory glut in the channel.\" The stock declined 3.7% after falling 6.6% on Wednesday. Sunrun also was downgraded to Sector Weight from Overweight. KeyBanc cited a \"recent valuation rebound\" for the downgrade. Sunrun shares fell 7.5%. \n</p>\n<p>\n     Conagra Brands fell 1.9% after fiscal second-quarter revenue and the company's earnings outlook for 2024 missed analysts' estimates. \n</p>\n<p>\n     MongoDB was downgraded to Neutral from Buy at UBS and the price target was lowered to $410 from $475. Shares of the cloud-based database software provider fell 2.8% to $362.41. \n</p>\n<p>\n     Eli Lilly fell 0.5% after the pharmaceutical company launched a website that improves access to treatments, including weight-loss drugs. \n</p>\n<p>\n     Write to Joe Woelfel at joseph.woelfel@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 04, 2024 16:37 ET (21:37 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4575":"芯片概念","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4587":"ChatGPT概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4505":"高瓴资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4212":"包装食品与肉类","BK4592":"伊斯兰概念","BK4515":"5G概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","INTC":"英特尔","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","WBA":"沃尔格林联合博姿","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","CALM":"Cal-Maine Foods","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0056508442.USD":"贝莱德世界科技基金A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4512":"苹果概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","BK4077":"互动媒体与服务","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","META":"Meta Platforms, Inc.","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","DYN":"戴纳基","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4139":"生物科技","BK4529":"IDC概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400335227","content_text":"By Joe Woelfel \n\n\n  Stocks finished mixed on Thursday after equities largely marked losses, marking a five-day losing streak for the Nasdaq Composite. Bond yields rose on solid employment data and as investors scaled back expectations of interest-rate cuts from the Federal Reserve. \n\n\n     These stocks made moves on Thursday: \n\n\nWalgreens Boots Alliance dropped 5.1% after the drugstore chain reported fiscal first-quarter adjusted earnings that beat analysts' estimates but slashed its quarterly dividend by 48%. \n\n\n     Mobileye Global plummeted 25% after the maker of self-driving technology said it expects fiscal first-quarter revenue to fall about 50% from revenue of $458 million a year earlier. Mobileye said in a statement that it has \"become aware of excess inventory at our customers.\" \n\n\n     Intel dipped 0.4%. It owns a stake of 88% in Mobileye. The stock had traded higher earlier after it named Justin Hotard as executive vice president and general manager of its data-center and artificial-intelligence group, effective Feb. 1. The chip maker said in a press release that Hotard will \"play an integral role in driving the company's mission to bring AI everywhere.\" Hotard previously served as executive vice president and general manager of High-Performance Computing, AI and Labs at Hewlett Packard Enterprise. \n\n\n     Apple fell 1.2% after the tech giant received another downgrade from Wall Street. Analysts at Piper Sandler downgraded the stock to Neutral from Overweight and reduced their price target to $205 from $220. The analysts cited \"valuation concerns and broader handset and macro weakness\" in the first half of 2024. Apple was downgraded earlier in the week by Barclays to Underweight from Equal Weight. \n\n\n     APA Corp. reached an agreement to acquire  Callon Petroleum in an all-stock deal valued at about $4.5 billion, including debt.  Callon shares rose 2.9% to $34.62, while APA declined 7.4%. \n\n\n     Peloton Interactive rose 14% after forming an exclusive partnership with TikTok to create a workout hub on the short-form video hosting service. \n\n\n     Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of common shares. The stock surged 31%. The shares rose 13% on Wednesday after the company released positive new data from trials of two investigational treatments for genetic muscle disorders. \n\n\n     Micron Technology rose 0.6% to $82.71. Analysts at Piper Sandler upgraded shares of the chip maker to Overweight from Neutral and raised their price target to $95 from $70. \n\n\nEnphase Energy was downgraded to Sector Weight from Overweight at KeyBanc, with the analysts saying they believe \"the timing of recovery in demand is uncertain due to a poorly quantifiable inventory glut in the channel.\" The stock declined 3.7% after falling 6.6% on Wednesday. Sunrun also was downgraded to Sector Weight from Overweight. KeyBanc cited a \"recent valuation rebound\" for the downgrade. Sunrun shares fell 7.5%. \n\n\n     Conagra Brands fell 1.9% after fiscal second-quarter revenue and the company's earnings outlook for 2024 missed analysts' estimates. \n\n\n     MongoDB was downgraded to Neutral from Buy at UBS and the price target was lowered to $410 from $475. Shares of the cloud-based database software provider fell 2.8% to $362.41. \n\n\n     Eli Lilly fell 0.5% after the pharmaceutical company launched a website that improves access to treatments, including weight-loss drugs. \n\n\n     Write to Joe Woelfel at joseph.woelfel@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 04, 2024 16:37 ET (21:37 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"WBA":0.9,"CALM":1,"DYN":1,"INTC":1,"META":0.9}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209584079257712,"gmtCreate":1692176474329,"gmtModify":1692177164974,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209584079257712","repostId":"2359824612","repostType":2,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":511336281101000,"gmtCreate":1765871504812,"gmtModify":1765871508785,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"themes":[],"title":"","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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511336281101000","repostId":"2591624138","repostType":2,"repost":{"id":"2591624138","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":1765870200,"share":"https://ttm.financial/m/news/2591624138?lang=en_US&edition=fundamental","pubTime":"2025-12-16 15:30","market":"us","language":"en","title":"Wall Street’s Lone Nvidia Bear Is Doubling Down on His Call, with High Conviction","url":"https://stock-news.laohu8.com/highlight/detail?id=2591624138","media":"Dow Jones","summary":"Seaport Research’s negative view of Nvidia’s stock hasn’t panned out thus far, but analyst Jay Goldberg is emphasizing the recommendation as he looks to 2026.","content":"<html><head></head><body><p style=\"text-align: start;\">Seaport Research’s Jay Goldberg has some bullish ideas for 2026 — but none are as high-conviction as his longstanding bearish call on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p style=\"text-align: start;\">That stance has garnered some attention this year, even as it hasn’t panned out. Since Goldberg launched coverage of Nvidia with a sell rating in late April, the stock has advanced 62%.</p><p>Nonetheless, when Seaport analysts submitted their top picks for 2026, Goldberg went with shorting Nvidia.</p><p>The artificial-intelligence trade, which has experienced volatility in recent weeks, “is getting a little long in the tooth,” Goldberg told MarketWatch. While Nvidia’s revenues and shares have skyrocketed due to its position powering the current AI boom, “it’s just getting harder and harder for their customers to afford” Nvidia’s offering, Goldberg said.</p><p style=\"text-align: start;\">The bear case, he said, is “as simple as that.”</p><p>Capital expenditures at Nvidia’s top customers such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> are getting “massive,” Goldberg noted, but “it’s a very narrow pool of customers who are doing all this spending.” Eventually, “it’s just natural for them to sort of reassess why they are spending so much.”</p><p style=\"text-align: start;\">At the same time, these customers are ramping up efforts to develop custom chips to reduce reliance on Nvidia, Goldberg said, and he expects some of those chip programs to come to fruition next year. </p><p style=\"text-align: start;\">The heightening enthusiasm for custom chips has driven momentum for <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which develops application-specific integrated circuits, or ASICs, alongside its customers. The release of Google’s Gemini 3 model in November, for example, not only reaffirmed investor confidence in Alphabet’s AI opportunity but served as a boost to Broadcom, too.</p><p style=\"text-align: start;\">Gemini 3 was trained on Google’s tensor processing units, or TPUs, which it has codeveloped with Broadcom for more than a decade.</p><p>Goldberg’s bullish view of Broadcom has panned out this year, with the stock rising 78% since he initiated coverage in late April. While Goldberg still has a buy rating on Broadcom shares and thinks the custom-chip maker will “continue to do well,” he told MarketWatch that he is “more convicted” in his negative view of Nvidia and the idea that the company is set up for challenges going forward.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is another option for customers, having long been seen as Nvidia’s closest competitor in the chip space, though markedly behind. Both Nvidia and AMD design graphics processing units, which compete with ASICs.</p><p style=\"text-align: start;\">Some of AMD’s products are “not as good as Nvidia’s, but if you factor in that they’re cheaper and you sort of do the math that you get just as much compute per dollar as you do with Nvidia, suddenly AMD starts to look much more interesting as an alternative,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg started off with a bullish view of AMD’s stock but switched to a hold stance in a Sept. 4 report. While the stock had gained 69% over the course of his bullish call, the downgrade proved premature, with the stock tacking on another 28% in gains since then.</p><p style=\"text-align: start;\">That said, Goldberg thinks AMD’s “story is still a couple of years out.”</p><h3 id=\"id_2637166252\" style=\"text-align: start;\">The Nvidia web</h3><p style=\"text-align: start;\">Goldberg is also concerned about the intertwined relationships between Nvidia and its customers.</p><p style=\"text-align: start;\">Cloud-infrastructure provider <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> said in September that it had entered a new order form with Nvidia that would have the chip maker buy back compute capacity that it doesn’t sell. Under the existing agreement between the companies from April 2023, when data-center capacity “is not fully utilized by [CoreWeave’s] own customers, Nvidia is obligated to purchase the residual unsold capacity” until April 2032, CoreWeave said in a Securities and Exchange Commissionreport.</p><p>“Accounting-wise, there’s lots of ways you can describe it, but effectively it’s a discount,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg pointed to Nvidia’s latest earnings report in November, where the company reported that its cloud-service agreements had doubled from the previous year. As of October 26, Nvidia said its multiyear commitments were $26 billion — up from $11.3 billion in the third quarter of 2025. While $6.3 billion of that is from CoreWeave, Goldberg said, the remaining increase is from unknown customers.</p><p style=\"text-align: start;\">Nvidia said in its 10-Q filing that some of that capacity “may be reduced, terminated or sold to others by the [cloud service providers], in which case our commitments will be reduced.”</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>Wall Street’s Lone Nvidia Bear Is Doubling Down on His Call, with High Conviction</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\">\nWall Street’s Lone Nvidia Bear Is Doubling Down on His Call, with High Conviction\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\">2025-12-16 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Seaport Research’s Jay Goldberg has some bullish ideas for 2026 — but none are as high-conviction as his longstanding bearish call on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p style=\"text-align: start;\">That stance has garnered some attention this year, even as it hasn’t panned out. Since Goldberg launched coverage of Nvidia with a sell rating in late April, the stock has advanced 62%.</p><p>Nonetheless, when Seaport analysts submitted their top picks for 2026, Goldberg went with shorting Nvidia.</p><p>The artificial-intelligence trade, which has experienced volatility in recent weeks, “is getting a little long in the tooth,” Goldberg told MarketWatch. While Nvidia’s revenues and shares have skyrocketed due to its position powering the current AI boom, “it’s just getting harder and harder for their customers to afford” Nvidia’s offering, Goldberg said.</p><p style=\"text-align: start;\">The bear case, he said, is “as simple as that.”</p><p>Capital expenditures at Nvidia’s top customers such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> are getting “massive,” Goldberg noted, but “it’s a very narrow pool of customers who are doing all this spending.” Eventually, “it’s just natural for them to sort of reassess why they are spending so much.”</p><p style=\"text-align: start;\">At the same time, these customers are ramping up efforts to develop custom chips to reduce reliance on Nvidia, Goldberg said, and he expects some of those chip programs to come to fruition next year. </p><p style=\"text-align: start;\">The heightening enthusiasm for custom chips has driven momentum for <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, which develops application-specific integrated circuits, or ASICs, alongside its customers. The release of Google’s Gemini 3 model in November, for example, not only reaffirmed investor confidence in Alphabet’s AI opportunity but served as a boost to Broadcom, too.</p><p style=\"text-align: start;\">Gemini 3 was trained on Google’s tensor processing units, or TPUs, which it has codeveloped with Broadcom for more than a decade.</p><p>Goldberg’s bullish view of Broadcom has panned out this year, with the stock rising 78% since he initiated coverage in late April. While Goldberg still has a buy rating on Broadcom shares and thinks the custom-chip maker will “continue to do well,” he told MarketWatch that he is “more convicted” in his negative view of Nvidia and the idea that the company is set up for challenges going forward.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> is another option for customers, having long been seen as Nvidia’s closest competitor in the chip space, though markedly behind. Both Nvidia and AMD design graphics processing units, which compete with ASICs.</p><p style=\"text-align: start;\">Some of AMD’s products are “not as good as Nvidia’s, but if you factor in that they’re cheaper and you sort of do the math that you get just as much compute per dollar as you do with Nvidia, suddenly AMD starts to look much more interesting as an alternative,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg started off with a bullish view of AMD’s stock but switched to a hold stance in a Sept. 4 report. While the stock had gained 69% over the course of his bullish call, the downgrade proved premature, with the stock tacking on another 28% in gains since then.</p><p style=\"text-align: start;\">That said, Goldberg thinks AMD’s “story is still a couple of years out.”</p><h3 id=\"id_2637166252\" style=\"text-align: start;\">The Nvidia web</h3><p style=\"text-align: start;\">Goldberg is also concerned about the intertwined relationships between Nvidia and its customers.</p><p style=\"text-align: start;\">Cloud-infrastructure provider <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> said in September that it had entered a new order form with Nvidia that would have the chip maker buy back compute capacity that it doesn’t sell. Under the existing agreement between the companies from April 2023, when data-center capacity “is not fully utilized by [CoreWeave’s] own customers, Nvidia is obligated to purchase the residual unsold capacity” until April 2032, CoreWeave said in a Securities and Exchange Commissionreport.</p><p>“Accounting-wise, there’s lots of ways you can describe it, but effectively it’s a discount,” Goldberg said.</p><p style=\"text-align: start;\">Goldberg pointed to Nvidia’s latest earnings report in November, where the company reported that its cloud-service agreements had doubled from the previous year. As of October 26, Nvidia said its multiyear commitments were $26 billion — up from $11.3 billion in the third quarter of 2025. While $6.3 billion of that is from CoreWeave, Goldberg said, the remaining increase is from unknown customers.</p><p style=\"text-align: start;\">Nvidia said in its 10-Q filing that some of that capacity “may be reduced, terminated or sold to others by the [cloud service providers], in which case our commitments will be reduced.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4575":"芯片概念","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","NVDA":"英伟达","BK4549":"软银资本持仓","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591624138","content_text":"Seaport Research’s Jay Goldberg has some bullish ideas for 2026 — but none are as high-conviction as his longstanding bearish call on Nvidia.That stance has garnered some attention this year, even as it hasn’t panned out. Since Goldberg launched coverage of Nvidia with a sell rating in late April, the stock has advanced 62%.Nonetheless, when Seaport analysts submitted their top picks for 2026, Goldberg went with shorting Nvidia.The artificial-intelligence trade, which has experienced volatility in recent weeks, “is getting a little long in the tooth,” Goldberg told MarketWatch. While Nvidia’s revenues and shares have skyrocketed due to its position powering the current AI boom, “it’s just getting harder and harder for their customers to afford” Nvidia’s offering, Goldberg said.The bear case, he said, is “as simple as that.”Capital expenditures at Nvidia’s top customers such as Meta Platforms and Alphabet are getting “massive,” Goldberg noted, but “it’s a very narrow pool of customers who are doing all this spending.” Eventually, “it’s just natural for them to sort of reassess why they are spending so much.”At the same time, these customers are ramping up efforts to develop custom chips to reduce reliance on Nvidia, Goldberg said, and he expects some of those chip programs to come to fruition next year. The heightening enthusiasm for custom chips has driven momentum for Broadcom, which develops application-specific integrated circuits, or ASICs, alongside its customers. The release of Google’s Gemini 3 model in November, for example, not only reaffirmed investor confidence in Alphabet’s AI opportunity but served as a boost to Broadcom, too.Gemini 3 was trained on Google’s tensor processing units, or TPUs, which it has codeveloped with Broadcom for more than a decade.Goldberg’s bullish view of Broadcom has panned out this year, with the stock rising 78% since he initiated coverage in late April. While Goldberg still has a buy rating on Broadcom shares and thinks the custom-chip maker will “continue to do well,” he told MarketWatch that he is “more convicted” in his negative view of Nvidia and the idea that the company is set up for challenges going forward.Advanced Micro Devices is another option for customers, having long been seen as Nvidia’s closest competitor in the chip space, though markedly behind. Both Nvidia and AMD design graphics processing units, which compete with ASICs.Some of AMD’s products are “not as good as Nvidia’s, but if you factor in that they’re cheaper and you sort of do the math that you get just as much compute per dollar as you do with Nvidia, suddenly AMD starts to look much more interesting as an alternative,” Goldberg said.Goldberg started off with a bullish view of AMD’s stock but switched to a hold stance in a Sept. 4 report. While the stock had gained 69% over the course of his bullish call, the downgrade proved premature, with the stock tacking on another 28% in gains since then.That said, Goldberg thinks AMD’s “story is still a couple of years out.”The Nvidia webGoldberg is also concerned about the intertwined relationships between Nvidia and its customers.Cloud-infrastructure provider CoreWeave said in September that it had entered a new order form with Nvidia that would have the chip maker buy back compute capacity that it doesn’t sell. Under the existing agreement between the companies from April 2023, when data-center capacity “is not fully utilized by [CoreWeave’s] own customers, Nvidia is obligated to purchase the residual unsold capacity” until April 2032, CoreWeave said in a Securities and Exchange Commissionreport.“Accounting-wise, there’s lots of ways you can describe it, but effectively it’s a discount,” Goldberg said.Goldberg pointed to Nvidia’s latest earnings report in November, where the company reported that its cloud-service agreements had doubled from the previous year. As of October 26, Nvidia said its multiyear commitments were $26 billion — up from $11.3 billion in the third quarter of 2025. While $6.3 billion of that is from CoreWeave, Goldberg said, the remaining increase is from unknown customers.Nvidia said in its 10-Q filing that some of that capacity “may be reduced, terminated or sold to others by the [cloud service providers], in which case our commitments will be reduced.”","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209584079257712,"gmtCreate":1692176474329,"gmtModify":1692177164974,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209584079257712","repostId":"2359824612","repostType":2,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":423403044180824,"gmtCreate":1744377909348,"gmtModify":1744379192371,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423403044180824","repostId":"1199094668","repostType":2,"repost":{"id":"1199094668","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1744375156,"share":"https://ttm.financial/m/news/1199094668?lang=en_US&edition=fundamental","pubTime":"2025-04-11 20:39","market":"us","language":"en","title":"US Monthly Producer Prices Decline In March","url":"https://stock-news.laohu8.com/highlight/detail?id=1199094668","media":"Tiger Newspress","summary":"US PPI YoY Actual 2.7% (Forecast 3.3%, Previous 3.2%)","content":"<html><head></head><body><p>U.S. monthly producer prices unexpectedly fell in March amid a sharp decline in the cost of energy products, but tariffs on imports are expected to drive inflation higher in the coming months.</p><p>The producer price index for final demand dropped 0.4% last month after an upwardly revised 0.1% gain in February, the Labor Department&#39;s Bureau of Labor Statistics said on Friday.</p><p>Economists polled by Reuters had forecast the PPI rising 0.2% after a previously reported unchanged reading in February.</p><p>In the 12 months through March, the PPI increased 2.7% after advancing 3.2% in February.</p><p>US stock futures extend gains on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2fdd3c98f178105a924f0a9b151c567e\" title=\"\" tg-width=\"276\" tg-height=\"132\"/></p><p>While President Donald Trump this week delayed reciprocal tariffs on trade partners for 90 days, he boosted duties on Chinese goods to 125%. Beijing on Friday hit back with a 125% tariff of its own. A 10% blanket duty on almost all U.S. imports remains in place as does a 25% tariff on motor vehicles, steel and aluminum.</p><p>The anticipated surge in inflation could, however, be tempered somewhat by softening domestic demand, evident in March&#39;s consumer price report that showed monthly declines in airline fares as well as hotel and motel room prices.</p><p>The tariffs, which have hammered financial markets and boosted consumers&#39; inflation expectations, have raised the odds of a recession in the next 12 months. Consumer and business sentiment have also tanked.</p><p>Minutes of the Federal Reserve&#39;s March 18-19 meeting published on Wednesday showed policymakers were nearly unanimous that the economy faced risks of simultaneously higher inflation and slower growth.</p><p>Financial markets expect the U.S. central bank to resume cutting interest rates in June after pausing in January, and reduce its policy rate by 100 basis points this year. The Fed&#39;s benchmark overnight interest rate is currently in the 4.25%-4.50% range.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Monthly Producer Prices Decline In March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Monthly Producer Prices Decline In March\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-04-11 20:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. monthly producer prices unexpectedly fell in March amid a sharp decline in the cost of energy products, but tariffs on imports are expected to drive inflation higher in the coming months.</p><p>The producer price index for final demand dropped 0.4% last month after an upwardly revised 0.1% gain in February, the Labor Department&#39;s Bureau of Labor Statistics said on Friday.</p><p>Economists polled by Reuters had forecast the PPI rising 0.2% after a previously reported unchanged reading in February.</p><p>In the 12 months through March, the PPI increased 2.7% after advancing 3.2% in February.</p><p>US stock futures extend gains on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2fdd3c98f178105a924f0a9b151c567e\" title=\"\" tg-width=\"276\" tg-height=\"132\"/></p><p>While President Donald Trump this week delayed reciprocal tariffs on trade partners for 90 days, he boosted duties on Chinese goods to 125%. Beijing on Friday hit back with a 125% tariff of its own. A 10% blanket duty on almost all U.S. imports remains in place as does a 25% tariff on motor vehicles, steel and aluminum.</p><p>The anticipated surge in inflation could, however, be tempered somewhat by softening domestic demand, evident in March&#39;s consumer price report that showed monthly declines in airline fares as well as hotel and motel room prices.</p><p>The tariffs, which have hammered financial markets and boosted consumers&#39; inflation expectations, have raised the odds of a recession in the next 12 months. Consumer and business sentiment have also tanked.</p><p>Minutes of the Federal Reserve&#39;s March 18-19 meeting published on Wednesday showed policymakers were nearly unanimous that the economy faced risks of simultaneously higher inflation and slower growth.</p><p>Financial markets expect the U.S. central bank to resume cutting interest rates in June after pausing in January, and reduce its policy rate by 100 basis points this year. The Fed&#39;s benchmark overnight interest rate is currently in the 4.25%-4.50% range.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199094668","content_text":"U.S. monthly producer prices unexpectedly fell in March amid a sharp decline in the cost of energy products, but tariffs on imports are expected to drive inflation higher in the coming months.The producer price index for final demand dropped 0.4% last month after an upwardly revised 0.1% gain in February, the Labor Department's Bureau of Labor Statistics said on Friday.Economists polled by Reuters had forecast the PPI rising 0.2% after a previously reported unchanged reading in February.In the 12 months through March, the PPI increased 2.7% after advancing 3.2% in February.US stock futures extend gains on the news.While President Donald Trump this week delayed reciprocal tariffs on trade partners for 90 days, he boosted duties on Chinese goods to 125%. Beijing on Friday hit back with a 125% tariff of its own. A 10% blanket duty on almost all U.S. imports remains in place as does a 25% tariff on motor vehicles, steel and aluminum.The anticipated surge in inflation could, however, be tempered somewhat by softening domestic demand, evident in March's consumer price report that showed monthly declines in airline fares as well as hotel and motel room prices.The tariffs, which have hammered financial markets and boosted consumers' inflation expectations, have raised the odds of a recession in the next 12 months. Consumer and business sentiment have also tanked.Minutes of the Federal Reserve's March 18-19 meeting published on Wednesday showed policymakers were nearly unanimous that the economy faced risks of simultaneously higher inflation and slower growth.Financial markets expect the U.S. central bank to resume cutting interest rates in June after pausing in January, and reduce its policy rate by 100 basis points this year. The Fed's benchmark overnight interest rate is currently in the 4.25%-4.50% range.","news_type":1,"symbols_score_info":{"NQmain":1.1,"ESmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466390422077800,"gmtCreate":1754874044414,"gmtModify":1754874048395,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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/466390422077800","repostId":"1151869759","repostType":2,"repost":{"id":"1151869759","kind":"news","pubTimestamp":1754867585,"share":"https://ttm.financial/m/news/1151869759?lang=en_US&edition=fundamental","pubTime":"2025-08-11 07:13","market":"us","language":"en","title":"Intel CEO Singled Out by Trump to Visit White House on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1151869759","media":"The Wall Street Journal","summary":"Intel CEO Lip-Bu Tan is set to visit the White House Monday after President Trump called for his removal last week over ties to Chinese businesses, according to people familiar with the matter.Tan is...","content":"<div>\n<p>Intel CEO Lip-Bu Tan is set to visit the White House Monday after President Trump called for his removal last week over ties to Chinese businesses, according to people familiar with the matter.Tan is ...</p>\n\n<a href=\"https://www.wsj.com/tech/intel-ceo-singled-out-by-trump-to-visit-white-house-on-monday-10e482af?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel CEO Singled Out by Trump to Visit White House on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel CEO Singled Out by Trump to Visit White House on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-11 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/tech/intel-ceo-singled-out-by-trump-to-visit-white-house-on-monday-10e482af?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel CEO Lip-Bu Tan is set to visit the White House Monday after President Trump called for his removal last week over ties to Chinese businesses, according to people familiar with the matter.Tan is ...</p>\n\n<a href=\"https://www.wsj.com/tech/intel-ceo-singled-out-by-trump-to-visit-white-house-on-monday-10e482af?mod=hp_lead_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.wsj.com/tech/intel-ceo-singled-out-by-trump-to-visit-white-house-on-monday-10e482af?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151869759","content_text":"Intel CEO Lip-Bu Tan is set to visit the White House Monday after President Trump called for his removal last week over ties to Chinese businesses, according to people familiar with the matter.Tan is expected to have a wide-ranging conversation with Trump, with the intent of explaining his personal and professional background, the people said. He could also propose ways that the government and Intel could work together, they said. Tan hopes to win Trump’s approval by showing his commitment to the country and pledging the importance of keeping Intel’s manufacturing capabilities as a national security issue, one of the people said. Trump has aggressively pushed U.S. companies to make changes ranging from eating the cost of tariffs to doing business with more conservatives and other political allies. Trump’s singling out of Tan came the day after he exempted tech companies such as Apple from new tariffs on semiconductors—on the condition they increase their investments in the U.S.“The CEO of INTEL is highly CONFLICTED and must resign, immediately. There is no other solution to this problem,” Trump wrote in a post on Truth Social on Thursday. The post came a day after Sen. Tom Cotton (R., Ark.) published a letter he sent to Intel board chairman Frank Yeary expressing his concerns about Tan’s China ties.Tan is Malaysian born and later became an American citizen. Scrutiny of his business dealings appears to be tied to a recent development involving Cadence Design Systems, the company he led until 2021 as well as his venture-capital firm’s investments in Chinese companies.Cadence last week agreed to plead guilty and pay more than $140 million to resolve Justice Department charges for selling its chip-design products to a Chinese military university.Tan took over as CEO of Intel in March following the exit of Pat Gelsinger last year. Investors cheered Tan’s arrival after Gelsinger had been unable to revive Intel’s falling stock price, given Tan’s experience having turned around Cadence Design and his relationships across the tech industry.But the first few months of his tenure have been marked by a clash with some members of the board, including Yeary, over the company’s strategy, The Wall Street Journal reported Thursday. Intel had already made plans to make significant U.S. investments under former President Joe Biden. It pledged to spend $100 billion over five years to bolster U.S. chipmaking capacity as it became the biggest recipient of funding from Biden’s Chips Act.Tan has been focused on reviving Intel’s manufacturing operations. He has been aiming to find external customers for the foundry business that will help justify the massive expenses associated with such investments.As it stands, most of Intel’s foundry revenue comes from manufacturing its own chips. Late last month, Intel said it would further slow the construction of its large-scale semiconductor manufacturing plants in Ohio to better align with customer demand. The lack of progress there has frustrated politicians, including Sen. Bernie Moreno (R., Ohio). Tan said in a message to Intel employees Thursday evening that the U.S. has been his home for more than 40 years and that Intel has engaged with the administration to ensure “they have the facts.” “Over 40+ years in the industry, I’ve built relationships around the world and across our diverse ecosystem—and I have always operated within the highest legal and ethical standards,” he said.","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259490031874264,"gmtCreate":1704362422488,"gmtModify":1704362479790,"author":{"id":"3575466964025351","authorId":"3575466964025351","name":"Jeff7575","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575466964025351","authorIdStr":"3575466964025351"},"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/259490031874264","repostId":"2400335227","repostType":2,"repost":{"id":"2400335227","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":1704362260,"share":"https://ttm.financial/m/news/2400335227?lang=en_US&edition=fundamental","pubTime":"2024-01-04 17:57","market":"hk","language":"en","title":"U.S. Stocks To Watch: Meta, Cal-Maine Foods, Dyne Therapeutics, Intel, Walgreens, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2400335227","media":"Dow Jones","summary":"Stock futures pointed higher Thursday after equities started off the first two trading days of 2024 with losses. Pushing stocks lower were the minutes from the Federal Reserve's meeting from December in which central bank officials said interest-rate cuts were likely in 2024 but they also didn't rule out further rate hikes this year, citing an \"unusually elevated degree of uncertainty.\". Meta Platforms CEO Mark Zuckerberg sold about $428 million of company stock over the final two months of 2023, according to a regulatory filing. Zuckerberg, who co-founded the parent of Facebook and Instagram, unloaded nearly 1.28 million shares of stock. He sold shares on every trading day between Nov. 1 and the end of the year, according to the filing. Meta shares were rising 0.2% in premarket trading to $345.17. The stock fell 0.5% on Wednesday. It gained 194% last year.Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Joe Woelfel \n</p>\n<p>\n  Stocks finished mixed on Thursday after equities largely marked losses, marking a five-day losing streak for the Nasdaq Composite. Bond yields rose on solid employment data and as investors scaled back expectations of interest-rate cuts from the Federal Reserve. \n</p>\n<p>\n     These stocks made moves on Thursday: \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> dropped 5.1% after the drugstore chain reported fiscal first-quarter adjusted earnings that beat analysts' estimates but slashed its quarterly dividend by 48%. \n</p>\n<p>\n     Mobileye Global plummeted 25% after the maker of self-driving technology said it expects fiscal first-quarter revenue to fall about 50% from revenue of $458 million a year earlier. Mobileye said in a statement that it has \"become aware of excess inventory at our customers.\" \n</p>\n<p>\n     Intel dipped 0.4%. It owns a stake of 88% in Mobileye. The stock had traded higher earlier after it named Justin Hotard as executive vice president and general manager of its data-center and artificial-intelligence group, effective Feb. 1. The chip maker said in a press release that Hotard will \"play an integral role in driving the company's mission to bring AI everywhere.\" Hotard previously served as executive vice president and general manager of High-Performance Computing, AI and Labs at Hewlett Packard Enterprise. \n</p>\n<p>\n     Apple fell 1.2% after the tech giant received another downgrade from Wall Street. Analysts at Piper Sandler downgraded the stock to Neutral from Overweight and reduced their price target to $205 from $220. The analysts cited \"valuation concerns and broader handset and macro weakness\" in the first half of 2024. Apple was downgraded earlier in the week by Barclays to Underweight from Equal Weight. \n</p>\n<p>\n     APA Corp. reached an agreement to acquire  Callon Petroleum in an all-stock deal valued at about $4.5 billion, including debt.  Callon shares rose 2.9% to $34.62, while APA declined 7.4%. \n</p>\n<p>\n     Peloton Interactive rose 14% after forming an exclusive partnership with TikTok to create a workout hub on the short-form video hosting service. \n</p>\n<p>\n     Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of common shares. The stock surged 31%. The shares rose 13% on Wednesday after the company released positive new data from trials of two investigational treatments for genetic muscle disorders. \n</p>\n<p>\n     Micron Technology rose 0.6% to $82.71. Analysts at Piper Sandler upgraded shares of the chip maker to Overweight from Neutral and raised their price target to $95 from $70. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> was downgraded to Sector Weight from Overweight at KeyBanc, with the analysts saying they believe \"the timing of recovery in demand is uncertain due to a poorly quantifiable inventory glut in the channel.\" The stock declined 3.7% after falling 6.6% on Wednesday. Sunrun also was downgraded to Sector Weight from Overweight. KeyBanc cited a \"recent valuation rebound\" for the downgrade. Sunrun shares fell 7.5%. \n</p>\n<p>\n     Conagra Brands fell 1.9% after fiscal second-quarter revenue and the company's earnings outlook for 2024 missed analysts' estimates. \n</p>\n<p>\n     MongoDB was downgraded to Neutral from Buy at UBS and the price target was lowered to $410 from $475. Shares of the cloud-based database software provider fell 2.8% to $362.41. \n</p>\n<p>\n     Eli Lilly fell 0.5% after the pharmaceutical company launched a website that improves access to treatments, including weight-loss drugs. \n</p>\n<p>\n     Write to Joe Woelfel at joseph.woelfel@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 04, 2024 16:37 ET (21:37 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Meta, Cal-Maine Foods, Dyne Therapeutics, Intel, Walgreens, and More</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\">\nU.S. Stocks To Watch: Meta, Cal-Maine Foods, Dyne Therapeutics, Intel, Walgreens, and More\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\">2024-01-04 17:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Joe Woelfel \n</p>\n<p>\n  Stocks finished mixed on Thursday after equities largely marked losses, marking a five-day losing streak for the Nasdaq Composite. Bond yields rose on solid employment data and as investors scaled back expectations of interest-rate cuts from the Federal Reserve. \n</p>\n<p>\n     These stocks made moves on Thursday: \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> dropped 5.1% after the drugstore chain reported fiscal first-quarter adjusted earnings that beat analysts' estimates but slashed its quarterly dividend by 48%. \n</p>\n<p>\n     Mobileye Global plummeted 25% after the maker of self-driving technology said it expects fiscal first-quarter revenue to fall about 50% from revenue of $458 million a year earlier. Mobileye said in a statement that it has \"become aware of excess inventory at our customers.\" \n</p>\n<p>\n     Intel dipped 0.4%. It owns a stake of 88% in Mobileye. The stock had traded higher earlier after it named Justin Hotard as executive vice president and general manager of its data-center and artificial-intelligence group, effective Feb. 1. The chip maker said in a press release that Hotard will \"play an integral role in driving the company's mission to bring AI everywhere.\" Hotard previously served as executive vice president and general manager of High-Performance Computing, AI and Labs at Hewlett Packard Enterprise. \n</p>\n<p>\n     Apple fell 1.2% after the tech giant received another downgrade from Wall Street. Analysts at Piper Sandler downgraded the stock to Neutral from Overweight and reduced their price target to $205 from $220. The analysts cited \"valuation concerns and broader handset and macro weakness\" in the first half of 2024. Apple was downgraded earlier in the week by Barclays to Underweight from Equal Weight. \n</p>\n<p>\n     APA Corp. reached an agreement to acquire  Callon Petroleum in an all-stock deal valued at about $4.5 billion, including debt.  Callon shares rose 2.9% to $34.62, while APA declined 7.4%. \n</p>\n<p>\n     Peloton Interactive rose 14% after forming an exclusive partnership with TikTok to create a workout hub on the short-form video hosting service. \n</p>\n<p>\n     Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of common shares. The stock surged 31%. The shares rose 13% on Wednesday after the company released positive new data from trials of two investigational treatments for genetic muscle disorders. \n</p>\n<p>\n     Micron Technology rose 0.6% to $82.71. Analysts at Piper Sandler upgraded shares of the chip maker to Overweight from Neutral and raised their price target to $95 from $70. \n</p>\n<p>\n     <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> was downgraded to Sector Weight from Overweight at KeyBanc, with the analysts saying they believe \"the timing of recovery in demand is uncertain due to a poorly quantifiable inventory glut in the channel.\" The stock declined 3.7% after falling 6.6% on Wednesday. Sunrun also was downgraded to Sector Weight from Overweight. KeyBanc cited a \"recent valuation rebound\" for the downgrade. Sunrun shares fell 7.5%. \n</p>\n<p>\n     Conagra Brands fell 1.9% after fiscal second-quarter revenue and the company's earnings outlook for 2024 missed analysts' estimates. \n</p>\n<p>\n     MongoDB was downgraded to Neutral from Buy at UBS and the price target was lowered to $410 from $475. Shares of the cloud-based database software provider fell 2.8% to $362.41. \n</p>\n<p>\n     Eli Lilly fell 0.5% after the pharmaceutical company launched a website that improves access to treatments, including weight-loss drugs. \n</p>\n<p>\n     Write to Joe Woelfel at joseph.woelfel@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 04, 2024 16:37 ET (21:37 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4575":"芯片概念","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4587":"ChatGPT概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4505":"高瓴资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4212":"包装食品与肉类","BK4592":"伊斯兰概念","BK4515":"5G概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","INTC":"英特尔","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","WBA":"沃尔格林联合博姿","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","CALM":"Cal-Maine Foods","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0056508442.USD":"贝莱德世界科技基金A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4512":"苹果概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","BK4077":"互动媒体与服务","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","META":"Meta Platforms, Inc.","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","DYN":"戴纳基","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4139":"生物科技","BK4529":"IDC概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400335227","content_text":"By Joe Woelfel \n\n\n  Stocks finished mixed on Thursday after equities largely marked losses, marking a five-day losing streak for the Nasdaq Composite. Bond yields rose on solid employment data and as investors scaled back expectations of interest-rate cuts from the Federal Reserve. \n\n\n     These stocks made moves on Thursday: \n\n\nWalgreens Boots Alliance dropped 5.1% after the drugstore chain reported fiscal first-quarter adjusted earnings that beat analysts' estimates but slashed its quarterly dividend by 48%. \n\n\n     Mobileye Global plummeted 25% after the maker of self-driving technology said it expects fiscal first-quarter revenue to fall about 50% from revenue of $458 million a year earlier. Mobileye said in a statement that it has \"become aware of excess inventory at our customers.\" \n\n\n     Intel dipped 0.4%. It owns a stake of 88% in Mobileye. The stock had traded higher earlier after it named Justin Hotard as executive vice president and general manager of its data-center and artificial-intelligence group, effective Feb. 1. The chip maker said in a press release that Hotard will \"play an integral role in driving the company's mission to bring AI everywhere.\" Hotard previously served as executive vice president and general manager of High-Performance Computing, AI and Labs at Hewlett Packard Enterprise. \n\n\n     Apple fell 1.2% after the tech giant received another downgrade from Wall Street. Analysts at Piper Sandler downgraded the stock to Neutral from Overweight and reduced their price target to $205 from $220. The analysts cited \"valuation concerns and broader handset and macro weakness\" in the first half of 2024. Apple was downgraded earlier in the week by Barclays to Underweight from Equal Weight. \n\n\n     APA Corp. reached an agreement to acquire  Callon Petroleum in an all-stock deal valued at about $4.5 billion, including debt.  Callon shares rose 2.9% to $34.62, while APA declined 7.4%. \n\n\n     Peloton Interactive rose 14% after forming an exclusive partnership with TikTok to create a workout hub on the short-form video hosting service. \n\n\n     Dyne Therapeutics, the clinical stage muscle disease company, said it has begun an underwritten public offering of $175 million of common shares. The stock surged 31%. The shares rose 13% on Wednesday after the company released positive new data from trials of two investigational treatments for genetic muscle disorders. \n\n\n     Micron Technology rose 0.6% to $82.71. Analysts at Piper Sandler upgraded shares of the chip maker to Overweight from Neutral and raised their price target to $95 from $70. \n\n\nEnphase Energy was downgraded to Sector Weight from Overweight at KeyBanc, with the analysts saying they believe \"the timing of recovery in demand is uncertain due to a poorly quantifiable inventory glut in the channel.\" The stock declined 3.7% after falling 6.6% on Wednesday. Sunrun also was downgraded to Sector Weight from Overweight. KeyBanc cited a \"recent valuation rebound\" for the downgrade. Sunrun shares fell 7.5%. \n\n\n     Conagra Brands fell 1.9% after fiscal second-quarter revenue and the company's earnings outlook for 2024 missed analysts' estimates. \n\n\n     MongoDB was downgraded to Neutral from Buy at UBS and the price target was lowered to $410 from $475. Shares of the cloud-based database software provider fell 2.8% to $362.41. \n\n\n     Eli Lilly fell 0.5% after the pharmaceutical company launched a website that improves access to treatments, including weight-loss drugs. \n\n\n     Write to Joe Woelfel at joseph.woelfel@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 04, 2024 16:37 ET (21:37 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"WBA":0.9,"CALM":1,"DYN":1,"INTC":1,"META":0.9}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}