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Hanna0207

Hanna0207

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2025-10-02

$Tradr 2X Short TSLA Daily ETF(TSLQ)$ admitting my mistake [YoYo]

2025-10-30

$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$

2025-08-12

Shut up Elon

Musk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action

2022-08-09

$Micron Technology(MU)$Why is MU dropping but GF is rising?

2025-10-02

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ finally admitting to my mistake this year [YoYo]

2025-08-08

By paying ransoms?

Has Apple Cracked the Code on How to Avoid More Trump Tariffs?

2025-10-09

Old news. Super manipulative

US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD

2022-09-23

$Nasdaq100 Bear 3X ETF(SQQQ)$

03-05

Who wrote this crap

How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks

2025-10-17

lol 2023 news, how manipulative.

Micron to Exit Server Chips Business in China After Ban, Sources Say

Go to Tiger App to see more news

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kill","listText":"Option kill","text":"Option kill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544510031361432","repostId":"2620221902","repostType":2,"repost":{"id":"2620221902","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":1773961100,"share":"https://ttm.financial/m/news/2620221902?lang=en_US&edition=fundamental","pubTime":"2026-03-20 06:58","market":"other","language":"en","title":"Why Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=2620221902","media":"Dow Jones","summary":"While Micron's revenue guidance was more than 30% above the consensus view, investors are worried that the memory cycle is reaching a peak. Micron forecasts an 81% gross margin for the May quarter.Micron Technology is crushing expectations to a degree that's reminiscent of Nvidia's breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.But its stock  is falling 3% on Thursday despite the company's latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.\"All that matters\" is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that's the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower number","content":"<html><head></head><body><p>Micron Technology is crushing expectations to a degree that&#39;s reminiscent of Nvidia&#39;s breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.</p><p>But its stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> fell 4% on Thursday despite the company&#39;s latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.</p><p>Deutsche Bank&#39;s Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron&#39;s stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.</p><p>Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to &#34;step up meaningfully&#34; in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.</p><p>&#34;We see this cyclical caution from investors as prudent given past memory bust cycles,&#34; Weathers said in her note, adding that the more cautious view &#34;is difficult to disprove in the near term&#34; as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak &#34;are immature.&#34;</p><p>Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they &#34;have never really seen margins this high in the sector.&#34; Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.</p><p>In his view, Micron&#39;s stock selloff Thursday &#34;is not a great sign&#34; in light of the company&#39;s strong guidance, but Klein said he wouldn&#39;t use the fall &#34;as the true measure of who [is] winning the bull vs. bear debate.&#34;</p><p>&#34;All that matters&#34; is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that&#39;s the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving &#34;maybe 12 months of upside&#34; for now.</p><p>On the other hand, Morgan Stanley analyst Joseph Moore said Micron&#39;s &#34;numbers may seem &#39;too good&#39;&#34; to some investors, helping to explain Thursday&#39;s stock declines.</p><p>But looking to past cycles for signs of when to start selling the stock &#34;misses the point,&#34; Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.</p><p>In the last two quarters, Micron has shown that its &#34;near-term leverage is quite a bit better&#34; than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.</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>Why Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-20 06:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Micron Technology is crushing expectations to a degree that&#39;s reminiscent of Nvidia&#39;s breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.</p><p>But its stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> fell 4% on Thursday despite the company&#39;s latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.</p><p>Deutsche Bank&#39;s Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron&#39;s stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.</p><p>Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to &#34;step up meaningfully&#34; in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.</p><p>&#34;We see this cyclical caution from investors as prudent given past memory bust cycles,&#34; Weathers said in her note, adding that the more cautious view &#34;is difficult to disprove in the near term&#34; as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak &#34;are immature.&#34;</p><p>Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they &#34;have never really seen margins this high in the sector.&#34; Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.</p><p>In his view, Micron&#39;s stock selloff Thursday &#34;is not a great sign&#34; in light of the company&#39;s strong guidance, but Klein said he wouldn&#39;t use the fall &#34;as the true measure of who [is] winning the bull vs. bear debate.&#34;</p><p>&#34;All that matters&#34; is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that&#39;s the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving &#34;maybe 12 months of upside&#34; for now.</p><p>On the other hand, Morgan Stanley analyst Joseph Moore said Micron&#39;s &#34;numbers may seem &#39;too good&#39;&#34; to some investors, helping to explain Thursday&#39;s stock declines.</p><p>But looking to past cycles for signs of when to start selling the stock &#34;misses the point,&#34; Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.</p><p>In the last two quarters, Micron has shown that its &#34;near-term leverage is quite a bit better&#34; than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4605":"半导体精选","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4608":"AI应用概念股","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4612":"AI芯片","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4614":"Manus概念股","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Framlington Longevity Economy A Cap USD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4551":"寇图资本持仓","LU1917777945.USD":"安联专题基金Cl AT Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620221902","content_text":"Micron Technology is crushing expectations to a degree that's reminiscent of Nvidia's breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.But its stock $(MU)$ fell 4% on Thursday despite the company's latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.Deutsche Bank's Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron's stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to \"step up meaningfully\" in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.\"We see this cyclical caution from investors as prudent given past memory bust cycles,\" Weathers said in her note, adding that the more cautious view \"is difficult to disprove in the near term\" as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak \"are immature.\"Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they \"have never really seen margins this high in the sector.\" Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.In his view, Micron's stock selloff Thursday \"is not a great sign\" in light of the company's strong guidance, but Klein said he wouldn't use the fall \"as the true measure of who [is] winning the bull vs. bear debate.\"\"All that matters\" is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that's the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving \"maybe 12 months of upside\" for now.On the other hand, Morgan Stanley analyst Joseph Moore said Micron's \"numbers may seem 'too good'\" to some investors, helping to explain Thursday's stock declines.But looking to past cycles for signs of when to start selling the stock \"misses the point,\" Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.In the last two quarters, Micron has shown that its \"near-term leverage is quite a bit better\" than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.","news_type":1,"symbols_score_info":{"MU":2}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544267752985960,"gmtCreate":1773905811280,"gmtModify":1773905815542,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"who posted this?","listText":"who posted this?","text":"who posted this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544267752985960","repostId":"2620293643","repostType":2,"repost":{"id":"2620293643","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":1773896303,"share":"https://ttm.financial/m/news/2620293643?lang=en_US&edition=fundamental","pubTime":"2026-03-19 12:58","market":"sg","language":"en","title":"U.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.","url":"https://stock-news.laohu8.com/highlight/detail?id=2620293643","media":"Dow Jones","summary":"The S&P 500 could break below its 200-day average as soon as Thursday. The S&P 500 has reached a precarious crossroads that could open the door to more losses ahead.U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&P 500, according to one technical analyst.The S&P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn't so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG's managing director and chief market technician, this is the third time the S&P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, ","content":"<html><head></head><body><p>U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&amp;P 500, according to one technical analyst.</p><p>The S&amp;P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn&#39;t so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.</p><p>That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG&#39;s managing director and chief market technician, this is the third time the S&amp;P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&amp;P 500 could break through the critical support level.</p><p>&#34;We have little confidence of it holding as support,&#34; Krinsky said in written commentary shared with MarketWatch.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f28ad9c4959d00850b8c31097b0ab16\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"374\"/></p><p>This technical setup means there is now a decent probability that the S&amp;P 500 will fall all the way back to 6,000, Krinsky said.</p><p>More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar&#39;s Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a &#34;dangerous escalation.&#34;</p><p>Also, shares of Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock&#39;s reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.</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>U.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.</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 Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 12:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&amp;P 500, according to one technical analyst.</p><p>The S&amp;P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn&#39;t so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.</p><p>That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG&#39;s managing director and chief market technician, this is the third time the S&amp;P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&amp;P 500 could break through the critical support level.</p><p>&#34;We have little confidence of it holding as support,&#34; Krinsky said in written commentary shared with MarketWatch.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f28ad9c4959d00850b8c31097b0ab16\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"374\"/></p><p>This technical setup means there is now a decent probability that the S&amp;P 500 will fall all the way back to 6,000, Krinsky said.</p><p>More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar&#39;s Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a &#34;dangerous escalation.&#34;</p><p>Also, shares of Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock&#39;s reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4579":"人工智能","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4512":"苹果概念","LU0109392836.USD":"富兰克林科技股A","BK4527":"明星科技股","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4543":"AI","BK4553":"喜马拉雅资本持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4575":"芯片概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4566":"资本集团",".SPX":"S&P 500 Index","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620293643","content_text":"U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&P 500, according to one technical analyst.The S&P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn't so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG's managing director and chief market technician, this is the third time the S&P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&P 500 could break through the critical support level.\"We have little confidence of it holding as support,\" Krinsky said in written commentary shared with MarketWatch.This technical setup means there is now a decent probability that the S&P 500 will fall all the way back to 6,000, Krinsky said.More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar's Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a \"dangerous escalation.\"Also, shares of Micron Technology $(MU)$ were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock's reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.","news_type":1,"symbols_score_info":{".SPX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544248701281744,"gmtCreate":1773901060796,"gmtModify":1773901064776,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"This and Tesla&nbsp;","listText":"This and Tesla&nbsp;","text":"This and Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544248701281744","repostId":"2620239905","repostType":2,"repost":{"id":"2620239905","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":1773899579,"share":"https://ttm.financial/m/news/2620239905?lang=en_US&edition=fundamental","pubTime":"2026-03-19 13:52","market":"sh","language":"en","title":"Nvidia's Next Act Will Be Its Biggest -- and Toughest","url":"https://stock-news.laohu8.com/highlight/detail?id=2620239905","media":"Dow Jones","summary":"It says something about Nvidia's current state when a trillion dollars in sales counts as mundane.Nvidia hasn't achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn't include some of the company's latest offerings like the new Groq chip for AI inferencing that was announced at the event.Wall Street's projections for Nvidia's business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia's total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.","content":"<html><head></head><body><p>It says something about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s current state when a trillion dollars in sales counts as mundane.</p><p>Nvidia hasn&#39;t achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn&#39;t include some of the company&#39;s latest offerings like the new Groq chip for AI inferencing that was announced at the event.</p><p>Wall Street&#39;s projections for Nvidia&#39;s business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia&#39;s total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.</p><p>And yet, investors are yawning. Nvidia&#39;s stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia&#39;s stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world&#39;s most valuable company now commands a multiple of projected earnings below the S&amp;P 500 for the first time in more than a decade, according to data from FactSet.</p><p>There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia&#39;s chips have seen their stocks fare even worse this year.</p><p>The capital spending plans broadcast by those companies over the last couple of months also didn&#39;t leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast &#34;did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.&#34;</p><p>Nvidia&#39;s already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. &#34;Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,&#34; Josh Buchalter of TD Cowen wrote in a report Monday.</p><p>Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company&#39;s GPU chips were so well suited for. Nvidia spent much of this year&#39;s conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.</p><p>Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Microsoft all see an opportunity in the shift to inferencing. Nvidia&#39;s sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.</p><p>But a lower price alone won&#39;t nullify Nvidia&#39;s strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia&#39;s systems makes it hard for competitors to keep up. &#34;We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,&#34; Morgan Stanley analyst Joe Moore wrote in a report Tuesday.</p><p>Nvidia&#39;s resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.</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>Nvidia's Next Act Will Be Its Biggest -- and Toughest</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\">\nNvidia's Next Act Will Be Its Biggest -- and Toughest\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 13:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It says something about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s current state when a trillion dollars in sales counts as mundane.</p><p>Nvidia hasn&#39;t achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn&#39;t include some of the company&#39;s latest offerings like the new Groq chip for AI inferencing that was announced at the event.</p><p>Wall Street&#39;s projections for Nvidia&#39;s business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia&#39;s total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.</p><p>And yet, investors are yawning. Nvidia&#39;s stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia&#39;s stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world&#39;s most valuable company now commands a multiple of projected earnings below the S&amp;P 500 for the first time in more than a decade, according to data from FactSet.</p><p>There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia&#39;s chips have seen their stocks fare even worse this year.</p><p>The capital spending plans broadcast by those companies over the last couple of months also didn&#39;t leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast &#34;did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.&#34;</p><p>Nvidia&#39;s already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. &#34;Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,&#34; Josh Buchalter of TD Cowen wrote in a report Monday.</p><p>Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company&#39;s GPU chips were so well suited for. Nvidia spent much of this year&#39;s conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.</p><p>Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Microsoft all see an opportunity in the shift to inferencing. Nvidia&#39;s sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.</p><p>But a lower price alone won&#39;t nullify Nvidia&#39;s strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia&#39;s systems makes it hard for competitors to keep up. &#34;We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,&#34; Morgan Stanley analyst Joe Moore wrote in a report Tuesday.</p><p>Nvidia&#39;s resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","NVDA":"英伟达","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) 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(USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620239905","content_text":"It says something about Nvidia's current state when a trillion dollars in sales counts as mundane.Nvidia hasn't achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn't include some of the company's latest offerings like the new Groq chip for AI inferencing that was announced at the event.Wall Street's projections for Nvidia's business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia's total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.And yet, investors are yawning. Nvidia's stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia's stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world's most valuable company now commands a multiple of projected earnings below the S&P 500 for the first time in more than a decade, according to data from FactSet.There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia's chips have seen their stocks fare even worse this year.The capital spending plans broadcast by those companies over the last couple of months also didn't leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast \"did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.\"Nvidia's already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. \"Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,\" Josh Buchalter of TD Cowen wrote in a report Monday.Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company's GPU chips were so well suited for. Nvidia spent much of this year's conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, Amazon and Microsoft all see an opportunity in the shift to inferencing. Nvidia's sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.But a lower price alone won't nullify Nvidia's strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia's systems makes it hard for competitors to keep up. \"We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,\" Morgan Stanley analyst Joe Moore wrote in a report Tuesday.Nvidia's resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539338988873144,"gmtCreate":1772696279652,"gmtModify":1772696283639,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Who wrote this crap","listText":"Who wrote this crap","text":"Who wrote this crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/539338988873144","repostId":"2617515348","repostType":4,"repost":{"id":"2617515348","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":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"us","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</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>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4543":"AI","BK4512":"苹果概念","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","BK4514":"搜索引擎","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4516":"特朗普概念","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4515":"5G概念","BK4592":"伊斯兰概念","LU0795875086.SGD":"JPMorgan Investment Funds - 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Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"AAPL":2,"MSFT":2,"META":2,"TSLA":2,"AMZN":2,"NVDA":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496895841092520,"gmtCreate":1762334966080,"gmtModify":1762334969952,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"How many times must nvidia emphasize their china revenue is zero?","listText":"How many times must nvidia emphasize their china revenue is zero?","text":"How many times must nvidia emphasize their china revenue is zero?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496895841092520","repostId":"2581746581","repostType":2,"repost":{"id":"2581746581","kind":"live","pubTimestamp":1762329600,"share":"https://ttm.financial/m/news/2581746581?lang=en_US&edition=fundamental","pubTime":"2025-11-05 16:00","market":"nz","language":"en","title":"Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2581746581","media":"THOMSON REUTERS","summary":"Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H","content":"<html><body><p>Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says</p></body></html>","source":"reuters_en_live","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>Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\nExclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251105:nP8N3VY0D5:4><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251105:nP8N3VY0D5:4\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2452424414.USD":"BGF ESG 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Says","news_type":1,"symbols_score_info":{"NVDS":0.6,"NVDL":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDA":0.9,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVD":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496555545354648,"gmtCreate":1762251803405,"gmtModify":1762251806176,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496555545354648","repostId":"2580209799","repostType":2,"repost":{"id":"2580209799","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1762239468,"share":"https://ttm.financial/m/news/2580209799?lang=en_US&edition=fundamental","pubTime":"2025-11-04 14:57","market":"fut","language":"en","title":"Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package","url":"https://stock-news.laohu8.com/highlight/detail?id=2580209799","media":"Reuters","summary":"UPDATE 2-Norway wealth fund to vote against Musk's $1 trillion Tesla pay packageAdds background and detail on vote in paragraphs 6-10. The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a. sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billion","content":"<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway&#39;s sovereign wealth fund, the world&#39;s largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk&#39;s proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla&#39;s board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>&#34;While we appreciate the significant value created under Mr. Musk&#39;s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,&#34; Norges Bank Investment Management said on its website.</p><p>The fund, Tesla&#39;s seventh-biggest owner with a 1.12% stake worth $17 billion, also voted &#34;no&#34; to Musk&#39;s previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla&#39;s proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn &#34;nothing&#34; unless the company&#39;s market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</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>Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package</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\">\nNorway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-04 14:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway&#39;s sovereign wealth fund, the world&#39;s largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk&#39;s proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla&#39;s board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>&#34;While we appreciate the significant value created under Mr. Musk&#39;s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,&#34; Norges Bank Investment Management said on its website.</p><p>The fund, Tesla&#39;s seventh-biggest owner with a 1.12% stake worth $17 billion, also voted &#34;no&#34; to Musk&#39;s previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla&#39;s proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn &#34;nothing&#34; unless the company&#39;s market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4099":"汽车制造商","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A 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ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4588":"碎股","BK4550":"红杉资本持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4574":"无人驾驶","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4604":"机器人概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4543":"AI","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251104:nL8N3WG0FN:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580209799","content_text":"OSLO, Nov 4 (Reuters) - Norway's sovereign wealth fund, the world's largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk's proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.Tesla shares dropped 2% in overnight trading.Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.Tesla's board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.\"While we appreciate the significant value created under Mr. Musk's visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,\" Norges Bank Investment Management said on its website.The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495122649165928,"gmtCreate":1761888256227,"gmtModify":1761888260388,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Lol ytd drop 8% today just recover to baseline point. It's a joke","listText":"Lol ytd drop 8% today just recover to baseline point. It's a joke","text":"Lol ytd drop 8% today just recover to baseline point. It's a joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495122649165928","repostId":"2579066731","repostType":2,"repost":{"id":"2579066731","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761870895,"share":"https://ttm.financial/m/news/2579066731?lang=en_US&edition=fundamental","pubTime":"2025-10-31 08:34","market":"fut","language":"en","title":"Strategy reports quarterly profit on bitcoin gains, shares rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2579066731","media":"Reuters","summary":"Strategy reports quarterly profit on bitcoin gains, shares riseOct 30 (Reuters) - Strategy MSTR.O posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment arou","content":"<p><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.</p><p>Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.</p><p>U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.</p><p>Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.</p><p>Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.</p><p>The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.</p><p>Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.</p><p>Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategy reports quarterly profit on bitcoin gains, shares rise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategy reports quarterly profit on bitcoin gains, shares rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-31 08:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.</p><p>Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.</p><p>U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.</p><p>Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.</p><p>Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.</p><p>The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.</p><p>Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.</p><p>Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"Strategy","BK4588":"碎股","BK4023":"应用软件","BK4596":"哈里斯概念","BK4595":"比特币概念","BK4516":"特朗普概念","BK4600":"加密货币概念","BK4585":"ETF&股票定投概念"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251030:nL4N3WB34R:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579066731","content_text":"Strategy posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.","news_type":1,"symbols_score_info":{"MSTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494823954108592,"gmtCreate":1761837529341,"gmtModify":1761837532913,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Huh?","listText":"Huh?","text":"Huh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494823954108592","repostId":"2579129526","repostType":2,"repost":{"id":"2579129526","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761837049,"share":"https://ttm.financial/m/news/2579129526?lang=en_US&edition=fundamental","pubTime":"2025-10-30 23:10","market":"nz","language":"en","title":"Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation","url":"https://stock-news.laohu8.com/highlight/detail?id=2579129526","media":"Reuters","summary":"Core Scientific Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. Core Scientific is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial i","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Inc. Highlights $10 Billion <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> Contracts and Data Center Expansion in Investor Presentation\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation</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\">\nCore Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-30 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Inc. Highlights $10 Billion <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> Contracts and Data Center Expansion in Investor Presentation\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc.","BK4608":"AI应用概念股","BK4023":"应用软件","BK4116":"互联网服务与基础架构","CORZ":"Core Scientific, Inc."},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251030:nNDL9HNtLv:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579129526","content_text":"Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation\n    \n\nCore Scientific Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. Core Scientific is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"CORZ":0.9,"CRWV":0.9}},"isVote":1,"tweetType":1,"viewCount":1620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494743263040400,"gmtCreate":1761796848039,"gmtModify":1761796851230,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CORZ\">$Core Scientific, Inc.(CORZ)$</a> this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. 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href=\"https://ttm.financial/S/MSTX\">$Defiance Daily Target 2X Long MSTR ETF(MSTX)$&nbsp;</a>&nbsp;","text":"$Defiance Daily Target 2X Long MSTR ETF(MSTX)$","images":[{"img":"https://community-static.tradeup.com/news/0cdaf0099027fb1920a7ae144673edeb","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494683786289584","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494671848341576,"gmtCreate":1761779446490,"gmtModify":1761779450472,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"htmlText":"16B to continue operate or shutdown the company","listText":"16B to continue operate or shutdown the company","text":"16B to continue operate or shutdown the company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494671848341576","repostId":"2579407135","repostType":2,"repost":{"id":"2579407135","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761774599,"share":"https://ttm.financial/m/news/2579407135?lang=en_US&edition=fundamental","pubTime":"2025-10-30 05:49","market":"us","language":"en","title":"Meta Stock Slides 8% After Forecasting Bigger Capital Costs Next Year, $16 Billion Tax Charge Guts Q3 Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2579407135","media":"Reuters","summary":"$Meta(META)$ forecast \"notably larger\" capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump's 'Big...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta</a> forecast &#34;notably larger&#34; capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump&#39;s &#39;Big Beautiful Bill&#39; that pummeled its third-quarter profit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5da0d93915d357c6e36377d4ce0b39d\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Shares of the company fell over 8% after the bell. Excluding the charge, Meta&#39;s third-quarter net income would have increased to $18.64 billion, compared to the reported net income of $2.71 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78c12be32062b4d621f454dfa86d78ae\" title=\"\" tg-width=\"819\" tg-height=\"615\"/></p><p>While third-quarter revenue beat estimates, the 26% growth was outpaced by a 33% increase in costs, which pressured margins.</p><p>After a late start, Meta has doubled down on AI, with a target of achieving superintelligence, a theoretical milestone where machines could outthink humans. To that end, it has spent hundreds of billions of dollars to build several massive AI data centers for superintelligence and is planning for bigger financial outlays to meet big compute needs.</p><p>&#34;There&#39;s a range of timelines for when people think that we&#39;re going to get superintelligence,&#34; CEO Mark Zuckerberg said on a conference call with analysts. &#34;I think that it&#39;s the right strategy to aggressively front load building capacity, so that way we&#39;re prepared for the most optimistic cases.&#34;</p><p>If superintelligence takes longer than expected, then Meta will use the extra compute to accelerate its core business, and in the worst case, the company would slow building new infrastructure for some periods, he said.</p><p>HIRING SPREE BOOSTS EXPENSE OUTLOOK</p><p>Meta has reorganized its AI efforts under the Superintelligence Labs unit in June and Zuckerberg has personally led an aggressive talent hiring spree.</p><p>Employee compensation costs will be the second largest contributor to the increase in costs next year to account for the compensation of employees hired throughout 2025, particularly AI talent, Meta CFO Susan Li said in a statement.</p><p>&#34;As we have begun to plan for next year, it has become clear that our compute needs have continued to expand meaningfully ... we expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third party cloud providers,&#34;</p><p>&#34;We anticipate this will provide further upward pressure on our capital expenditures and expense plans next year.&#34;</p><p>The company is among the top buyers of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s sought-after AI chips.</p><p>The social media company also boosted the lower end of its capital expenditure outlook to between $70 billion and $72 billion this year, compared with its prior forecast of $66 billion to $72 billion.</p><p>MASSIVE USER BASE FUELS AD REVENUE</p><p>Meta continues to benefit from its massive user base. The company&#39;s powerful AI-optimized ad platform helps marketers automate campaigns, improve the quality of video ads, translate ads and generate persona-based images to target different customer segments.</p><p>The company has launched ads on its messaging platform WhatsApp and social network Threads, directly competing with platforms such as Elon Musk&#39;s X, while Instagram&#39;s Reels continue to jostle with ByteDance&#39;s TikTok and YouTube Shorts for ad revenue in the short-video market.</p><p>Meta said it expects fourth-quarter revenue between $56 billion and $59 billion, compared with analysts&#39; average estimate of $57.25 billion, according to data compiled by LSEG.</p><p>The company struck a $27 billion financing deal last week with Blue Owl Capital, Meta&#39;s largest-ever private capital agreement, to fund a massive data center project in Richland Parish, Louisiana, known as &#34;Hyperion.&#34;</p><p>Major tech companies including Alphabet, Amazon.com, Meta, Microsoft and CoreWeave are on track to spend $400 billion on AI infrastructure this year, Morgan Stanley estimates.</p><p>The investments come amid economic uncertainty and have fueled fears of an AI bubble, putting pressure on CEOs to deliver measurable results.</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>Meta Stock Slides 8% After Forecasting Bigger Capital Costs Next Year, $16 Billion Tax Charge Guts Q3 Profit</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\">\nMeta Stock Slides 8% After Forecasting Bigger Capital Costs Next Year, $16 Billion Tax Charge Guts Q3 Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-30 05:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta</a> forecast &#34;notably larger&#34; capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump&#39;s &#39;Big Beautiful Bill&#39; that pummeled its third-quarter profit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5da0d93915d357c6e36377d4ce0b39d\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Shares of the company fell over 8% after the bell. Excluding the charge, Meta&#39;s third-quarter net income would have increased to $18.64 billion, compared to the reported net income of $2.71 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78c12be32062b4d621f454dfa86d78ae\" title=\"\" tg-width=\"819\" tg-height=\"615\"/></p><p>While third-quarter revenue beat estimates, the 26% growth was outpaced by a 33% increase in costs, which pressured margins.</p><p>After a late start, Meta has doubled down on AI, with a target of achieving superintelligence, a theoretical milestone where machines could outthink humans. To that end, it has spent hundreds of billions of dollars to build several massive AI data centers for superintelligence and is planning for bigger financial outlays to meet big compute needs.</p><p>&#34;There&#39;s a range of timelines for when people think that we&#39;re going to get superintelligence,&#34; CEO Mark Zuckerberg said on a conference call with analysts. &#34;I think that it&#39;s the right strategy to aggressively front load building capacity, so that way we&#39;re prepared for the most optimistic cases.&#34;</p><p>If superintelligence takes longer than expected, then Meta will use the extra compute to accelerate its core business, and in the worst case, the company would slow building new infrastructure for some periods, he said.</p><p>HIRING SPREE BOOSTS EXPENSE OUTLOOK</p><p>Meta has reorganized its AI efforts under the Superintelligence Labs unit in June and Zuckerberg has personally led an aggressive talent hiring spree.</p><p>Employee compensation costs will be the second largest contributor to the increase in costs next year to account for the compensation of employees hired throughout 2025, particularly AI talent, Meta CFO Susan Li said in a statement.</p><p>&#34;As we have begun to plan for next year, it has become clear that our compute needs have continued to expand meaningfully ... we expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third party cloud providers,&#34;</p><p>&#34;We anticipate this will provide further upward pressure on our capital expenditures and expense plans next year.&#34;</p><p>The company is among the top buyers of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s sought-after AI chips.</p><p>The social media company also boosted the lower end of its capital expenditure outlook to between $70 billion and $72 billion this year, compared with its prior forecast of $66 billion to $72 billion.</p><p>MASSIVE USER BASE FUELS AD REVENUE</p><p>Meta continues to benefit from its massive user base. The company&#39;s powerful AI-optimized ad platform helps marketers automate campaigns, improve the quality of video ads, translate ads and generate persona-based images to target different customer segments.</p><p>The company has launched ads on its messaging platform WhatsApp and social network Threads, directly competing with platforms such as Elon Musk&#39;s X, while Instagram&#39;s Reels continue to jostle with ByteDance&#39;s TikTok and YouTube Shorts for ad revenue in the short-video market.</p><p>Meta said it expects fourth-quarter revenue between $56 billion and $59 billion, compared with analysts&#39; average estimate of $57.25 billion, according to data compiled by LSEG.</p><p>The company struck a $27 billion financing deal last week with Blue Owl Capital, Meta&#39;s largest-ever private capital agreement, to fund a massive data center project in Richland Parish, Louisiana, known as &#34;Hyperion.&#34;</p><p>Major tech companies including Alphabet, Amazon.com, Meta, Microsoft and CoreWeave are on track to spend $400 billion on AI infrastructure this year, Morgan Stanley estimates.</p><p>The investments come amid economic uncertainty and have fueled fears of an AI bubble, putting pressure on CEOs to deliver measurable results.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4576":"AR","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","META":"Meta Platforms, Inc.","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4525":"远程办公概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4524":"宅经济概念","BK4527":"明星科技股","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251029:nL4N3WA2IO:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579407135","content_text":"Meta forecast \"notably larger\" capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump's 'Big Beautiful Bill' that pummeled its third-quarter profit.Shares of the company fell over 8% after the bell. Excluding the charge, Meta's third-quarter net income would have increased to $18.64 billion, compared to the reported net income of $2.71 billion.While third-quarter revenue beat estimates, the 26% growth was outpaced by a 33% increase in costs, which pressured margins.After a late start, Meta has doubled down on AI, with a target of achieving superintelligence, a theoretical milestone where machines could outthink humans. To that end, it has spent hundreds of billions of dollars to build several massive AI data centers for superintelligence and is planning for bigger financial outlays to meet big compute needs.\"There's a range of timelines for when people think that we're going to get superintelligence,\" CEO Mark Zuckerberg said on a conference call with analysts. \"I think that it's the right strategy to aggressively front load building capacity, so that way we're prepared for the most optimistic cases.\"If superintelligence takes longer than expected, then Meta will use the extra compute to accelerate its core business, and in the worst case, the company would slow building new infrastructure for some periods, he said.HIRING SPREE BOOSTS EXPENSE OUTLOOKMeta has reorganized its AI efforts under the Superintelligence Labs unit in June and Zuckerberg has personally led an aggressive talent hiring spree.Employee compensation costs will be the second largest contributor to the increase in costs next year to account for the compensation of employees hired throughout 2025, particularly AI talent, Meta CFO Susan Li said in a statement.\"As we have begun to plan for next year, it has become clear that our compute needs have continued to expand meaningfully ... we expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third party cloud providers,\"\"We anticipate this will provide further upward pressure on our capital expenditures and expense plans next year.\"The company is among the top buyers of Nvidia's sought-after AI chips.The social media company also boosted the lower end of its capital expenditure outlook to between $70 billion and $72 billion this year, compared with its prior forecast of $66 billion to $72 billion.MASSIVE USER BASE FUELS AD REVENUEMeta continues to benefit from its massive user base. The company's powerful AI-optimized ad platform helps marketers automate campaigns, improve the quality of video ads, translate ads and generate persona-based images to target different customer segments.The company has launched ads on its messaging platform WhatsApp and social network Threads, directly competing with platforms such as Elon Musk's X, while Instagram's Reels continue to jostle with ByteDance's TikTok and YouTube Shorts for ad revenue in the short-video market.Meta said it expects fourth-quarter revenue between $56 billion and $59 billion, compared with analysts' average estimate of $57.25 billion, according to data compiled by LSEG.The company struck a $27 billion financing deal last week with Blue Owl Capital, Meta's largest-ever private capital agreement, to fund a massive data center project in Richland Parish, Louisiana, known as \"Hyperion.\"Major tech companies including Alphabet, Amazon.com, Meta, Microsoft and CoreWeave are on track to spend $400 billion on AI infrastructure this year, Morgan Stanley estimates.The investments come amid economic uncertainty and have fueled fears of an AI bubble, putting pressure on CEOs to deliver measurable results.","news_type":1,"symbols_score_info":{"META":1.1}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494391777390672,"gmtCreate":1761711284030,"gmtModify":1761794146383,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"htmlText":"She was so wrong about AMD. Now Palantir...","listText":"She was so wrong about AMD. Now Palantir...","text":"She was so wrong about AMD. Now Palantir...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494391777390672","repostId":"2579194363","repostType":2,"repost":{"id":"2579194363","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1761709535,"share":"https://ttm.financial/m/news/2579194363?lang=en_US&edition=fundamental","pubTime":"2025-10-29 11:45","market":"us","language":"en","title":"Cathie Wood Just Dumped More Palantir Shares Despite \"Holy Grail\" AI Deal — Here's What Ark Bought Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2579194363","media":"Benzinga","summary":"On Tuesday, Ark Invest, led by Cathie Wood, made significant trades in companies like DraftKings, Palantir, and Shopify, acquiring and selling shares worth millions. DraftKings expanded its strategy, while Palantir hit an all-time high with a major contract. Ark Invest also trimmed its position in Shopify, citing its early embrace of AI in e-commerce as a game-changer.","content":"<html><head></head><body><p>Cathie Wood-led Ark Invest made significant trades on Tuesday, focusing on companies like <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a>, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, and <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>.</p><p>On Tuesday, Ark Invest made a substantial purchase of <strong>DraftKings </strong>shares across multiple ETFs. <strong>The Ark Fintech Innovation ETF</strong> acquired 53,400 shares, while the <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong> added 346,577 shares, and the <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong> bought 99,506 shares. With DraftKings’ stock closing at $31.16, the total value of these transactions amounted to approximately $15.6 million.</p><p>DraftKings recently announced a significant expansion through the acquisition of <strong>Railbird Technologies </strong>and its wholly owned subsidiary,<strong> Railbird Exchange, LLC, </strong>which bolsters DraftKings’ strategy to enter the prediction markets. The company has confirmed plans to launch DraftKings Predictions, a mobile application that will allow customers to trade event contracts.</p><p>Ark Invest reduced its <strong>Palantir</strong> holdings<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,800 shares, the <strong>ARKK</strong> fund offloaded 13,627 shares, and the <strong>ARKW</strong> fund parted with 5,217 shares. With Palantir’s stock closing at $189.6, the total sale value was approximately $4.1 million.</p><p>Palantir recently hit an all-time high, driven by major contracts and strategic partnerships, including a $200 million deal with <strong><a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a></strong>, enhancing its AI capabilities. Palantir CEO <strong>Alex Karp</strong> hailed the deal as &#34;the holy grail for businesses,&#34; saying it would make AI data processing 200 times faster and cheaper. Lumen confirmed the $200 million price tag, part of its $1 billion cost-cutting overhaul.</p><p>Notably, Ark Invest has been shedding Palantir shares as they chart new highs. On Monday, the Wood-led firm sold 13,922 shares worth nearly $2.63 million.</p><p>Ark Invest also trimmed its <strong>Shopify</strong> position<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,972 shares, the <strong>ARKK</strong> fund sold 53,947 shares, and the <strong>ARKW</strong> fund sold 4,153 shares. With Shopify’s stock closing at $178.96, the total value of these sales was approximately $10.9 million.</p><p>ARK Invest has expressed confidence in Shopify, citing its early embrace of &#34;agentic AI&#34; as a game-changer for e-commerce. In a recent post, Wood praised Shopify for &#34;seizing the agentic AI moment,&#34; while ARK analysts said the company&#39;s native support for the Model Context Protocol positions it to thrive as AI purchasing agents redefine online retail.</p><p>Even so, this week, Ark Invest sold 281,738 shares of Shopify on Monday. That transaction was worth $49.32 million, according to a prior report.</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>Cathie Wood Just Dumped More Palantir Shares Despite \"Holy Grail\" AI Deal — Here's What Ark Bought Instead</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\">\nCathie Wood Just Dumped More Palantir Shares Despite \"Holy Grail\" AI Deal — Here's What Ark Bought Instead\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-10-29 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cathie Wood-led Ark Invest made significant trades on Tuesday, focusing on companies like <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a>, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, and <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>.</p><p>On Tuesday, Ark Invest made a substantial purchase of <strong>DraftKings </strong>shares across multiple ETFs. <strong>The Ark Fintech Innovation ETF</strong> acquired 53,400 shares, while the <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong> added 346,577 shares, and the <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong> bought 99,506 shares. With DraftKings’ stock closing at $31.16, the total value of these transactions amounted to approximately $15.6 million.</p><p>DraftKings recently announced a significant expansion through the acquisition of <strong>Railbird Technologies </strong>and its wholly owned subsidiary,<strong> Railbird Exchange, LLC, </strong>which bolsters DraftKings’ strategy to enter the prediction markets. The company has confirmed plans to launch DraftKings Predictions, a mobile application that will allow customers to trade event contracts.</p><p>Ark Invest reduced its <strong>Palantir</strong> holdings<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,800 shares, the <strong>ARKK</strong> fund offloaded 13,627 shares, and the <strong>ARKW</strong> fund parted with 5,217 shares. With Palantir’s stock closing at $189.6, the total sale value was approximately $4.1 million.</p><p>Palantir recently hit an all-time high, driven by major contracts and strategic partnerships, including a $200 million deal with <strong><a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a></strong>, enhancing its AI capabilities. Palantir CEO <strong>Alex Karp</strong> hailed the deal as &#34;the holy grail for businesses,&#34; saying it would make AI data processing 200 times faster and cheaper. Lumen confirmed the $200 million price tag, part of its $1 billion cost-cutting overhaul.</p><p>Notably, Ark Invest has been shedding Palantir shares as they chart new highs. On Monday, the Wood-led firm sold 13,922 shares worth nearly $2.63 million.</p><p>Ark Invest also trimmed its <strong>Shopify</strong> position<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,972 shares, the <strong>ARKK</strong> fund sold 53,947 shares, and the <strong>ARKW</strong> fund sold 4,153 shares. With Shopify’s stock closing at $178.96, the total value of these sales was approximately $10.9 million.</p><p>ARK Invest has expressed confidence in Shopify, citing its early embrace of &#34;agentic AI&#34; as a game-changer for e-commerce. In a recent post, Wood praised Shopify for &#34;seizing the agentic AI moment,&#34; while ARK analysts said the company&#39;s native support for the Model Context Protocol positions it to thrive as AI purchasing agents redefine online retail.</p><p>Even so, this week, Ark Invest sold 281,738 shares of Shopify on Monday. That transaction was worth $49.32 million, according to a prior report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4551":"寇图资本持仓","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","SHOP":"Shopify Inc","BK4023":"应用软件","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4116":"互联网服务与基础架构","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","DKNG":"DraftKings Inc.","BK4585":"ETF&股票定投概念","BK4544":"ARK ETF合集","PLTR":"Palantir Technologies Inc.","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4528":"SaaS概念","BK4150":"赌场与赌博","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4613":"AI应用软件","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4547":"WSB热门概念","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H"},"source_url":"https://www.benzinga.com/news/25/10/48483413/cathie-wood-just-dumped-more-palantir-shares-despite-holy-grail-ai-deal-heres-what-ark-bought-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579194363","content_text":"Cathie Wood-led Ark Invest made significant trades on Tuesday, focusing on companies like DraftKings Inc., Palantir Technologies Inc., and Shopify Inc.On Tuesday, Ark Invest made a substantial purchase of DraftKings shares across multiple ETFs. The Ark Fintech Innovation ETF acquired 53,400 shares, while the ARK Innovation ETF added 346,577 shares, and the ARK Next Generation Internet ETF bought 99,506 shares. With DraftKings’ stock closing at $31.16, the total value of these transactions amounted to approximately $15.6 million.DraftKings recently announced a significant expansion through the acquisition of Railbird Technologies and its wholly owned subsidiary, Railbird Exchange, LLC, which bolsters DraftKings’ strategy to enter the prediction markets. The company has confirmed plans to launch DraftKings Predictions, a mobile application that will allow customers to trade event contracts.Ark Invest reduced its Palantir holdings on Tuesday. The ARKF fund sold 2,800 shares, the ARKK fund offloaded 13,627 shares, and the ARKW fund parted with 5,217 shares. With Palantir’s stock closing at $189.6, the total sale value was approximately $4.1 million.Palantir recently hit an all-time high, driven by major contracts and strategic partnerships, including a $200 million deal with Lumen Technologies, enhancing its AI capabilities. Palantir CEO Alex Karp hailed the deal as \"the holy grail for businesses,\" saying it would make AI data processing 200 times faster and cheaper. Lumen confirmed the $200 million price tag, part of its $1 billion cost-cutting overhaul.Notably, Ark Invest has been shedding Palantir shares as they chart new highs. On Monday, the Wood-led firm sold 13,922 shares worth nearly $2.63 million.Ark Invest also trimmed its Shopify position on Tuesday. The ARKF fund sold 2,972 shares, the ARKK fund sold 53,947 shares, and the ARKW fund sold 4,153 shares. With Shopify’s stock closing at $178.96, the total value of these sales was approximately $10.9 million.ARK Invest has expressed confidence in Shopify, citing its early embrace of \"agentic AI\" as a game-changer for e-commerce. In a recent post, Wood praised Shopify for \"seizing the agentic AI moment,\" while ARK analysts said the company's native support for the Model Context Protocol positions it to thrive as AI purchasing agents redefine online retail.Even so, this week, Ark Invest sold 281,738 shares of Shopify on Monday. That transaction was worth $49.32 million, according to a prior report.","news_type":1,"symbols_score_info":{"DKNG":1.1,"PLTR":1.1,"SHOP":1.1}},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494136256831584,"gmtCreate":1761664798533,"gmtModify":1761664802221,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"htmlText":"Just give up already","listText":"Just give up already","text":"Just give up already","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494136256831584","repostId":"2578721951","repostType":2,"repost":{"id":"2578721951","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761654776,"share":"https://ttm.financial/m/news/2578721951?lang=en_US&edition=fundamental","pubTime":"2025-10-28 20:32","market":"nz","language":"en","title":"Two Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition","url":"https://stock-news.laohu8.com/highlight/detail?id=2578721951","media":"Reuters","summary":"Core Scientific Inc. is the target of a proposed acquisition by CoreWeave, Inc., according to an announcement made on July 7, 2025. The transaction values Core Scientific at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire  on October 28, 2025, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      Two Seas Capital Urges <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Shareholders to Reject CoreWeave Acquisition\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. is the target of a proposed acquisition by <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a>, according to an announcement made on July 7, 2025. The transaction values <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NE08644) on October 28, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition</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\">\nTwo Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-28 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      Two Seas Capital Urges <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Shareholders to Reject CoreWeave Acquisition\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. is the target of a proposed acquisition by <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a>, according to an announcement made on July 7, 2025. The transaction values <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NE08644) on October 28, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4608":"AI应用概念股","CORZ":"Core Scientific, Inc.","BK4116":"互联网服务与基础架构","CRWV":"CoreWeave, Inc."},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251028:nNDLbz5KKS:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2578721951","content_text":"Two Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition\n    \n\nCore Scientific Inc. is the target of a proposed acquisition by CoreWeave, Inc., according to an announcement made on July 7, 2025. The transaction values Core Scientific at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NE08644) on October 28, 2025, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"CORZ":0.9,"CRWV":0.9}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494082505728288,"gmtCreate":1761651798142,"gmtModify":1761651802209,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"htmlText":"Miss EPS still can rise, earnings report has no meanings nowadays.","listText":"Miss EPS still can rise, earnings report has no meanings nowadays.","text":"Miss EPS still can rise, earnings report has no meanings nowadays.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494082505728288","repostId":"2578931616","repostType":4,"repost":{"id":"2578931616","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761645925,"share":"https://ttm.financial/m/news/2578931616?lang=en_US&edition=fundamental","pubTime":"2025-10-28 18:05","market":"nz","language":"en","title":"UnitedHealth Lifts 2025 Profit Forecast, CEO Eyes Growth In 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2578931616","media":"Reuters","summary":"UnitedHealth lifts 2025 profit forecast, CEO eyes growth in 2026Oct 28 (Reuters) - UnitedHealth UNH.N on Tuesday raised its annual profit forecast after reporting better-than-expected quarterly earnin","content":"<html><head></head><body><p>Oct 28 (Reuters) - UnitedHealth UNH.N on Tuesday raised its annual profit forecast after reporting better-than-expected quarterly earnings as the U.S. health insurer kept medical costs in check.</p><p>UnitedHealth shares surged 6% in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5588129fa43b7d0bec12fb6abf3bb0ff\" tg-width=\"852\" tg-height=\"837\"/></p><p>The company earlier this year drastically cut its outlook, which had sent its shares plummeting.</p><p>Newly returned CEO Stephen Hemsley has been under pressure to regain investor and consumer trust in the wake of an unexpected surge in medical costs and Americans&#39; anger at the high price of health care.</p><p>Hemsley, who has replaced several long-time executives, was brought in earlier this year as part of a management shakeup.</p><p>&#34;We remain focused on strengthening performance and positioning for durable and accelerating growth in 2026 and beyond, and our results this quarter reflect solid execution toward that goal,&#34; said Hemsley.</p><p>For the third quarter ended September 30, the company&#39;s medical loss ratio - the percentage of premiums spent on medical care - stood at 89.9%, which was in line with the company&#39;s expectations. Insurers aim for a ratio close to around 80%.</p><p>Analysts on average had expected the company to report a ratio of 89.87%, according to LSEG data.</p><p>Quarterly revenue at its Optum health services unit was flat year-over-year at $25.9 billion.</p><p>Revenue at Optum Rx, UnitedHealth&#39;s pharmacy benefit manager, rose 16% to $39.7 billion, helped by higher prescription volumes from new clients and growth in existing clients.</p><p>The healthcare giant now sees 2025 adjusted profit per share to be at least $16.25, compared with its previous estimate of at least $16.00. This is higher than the average analyst estimate of $16.20 per share.</p><p>On an adjusted basis, the company earned a profit of $2.92 per share for the quarter, beating analysts&#39; average estimate of $2.79.</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>UnitedHealth Lifts 2025 Profit Forecast, CEO Eyes Growth In 2026</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\">\nUnitedHealth Lifts 2025 Profit Forecast, CEO Eyes Growth In 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-28 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 28 (Reuters) - UnitedHealth UNH.N on Tuesday raised its annual profit forecast after reporting better-than-expected quarterly earnings as the U.S. health insurer kept medical costs in check.</p><p>UnitedHealth shares surged 6% in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5588129fa43b7d0bec12fb6abf3bb0ff\" tg-width=\"852\" tg-height=\"837\"/></p><p>The company earlier this year drastically cut its outlook, which had sent its shares plummeting.</p><p>Newly returned CEO Stephen Hemsley has been under pressure to regain investor and consumer trust in the wake of an unexpected surge in medical costs and Americans&#39; anger at the high price of health care.</p><p>Hemsley, who has replaced several long-time executives, was brought in earlier this year as part of a management shakeup.</p><p>&#34;We remain focused on strengthening performance and positioning for durable and accelerating growth in 2026 and beyond, and our results this quarter reflect solid execution toward that goal,&#34; said Hemsley.</p><p>For the third quarter ended September 30, the company&#39;s medical loss ratio - the percentage of premiums spent on medical care - stood at 89.9%, which was in line with the company&#39;s expectations. Insurers aim for a ratio close to around 80%.</p><p>Analysts on average had expected the company to report a ratio of 89.87%, according to LSEG data.</p><p>Quarterly revenue at its Optum health services unit was flat year-over-year at $25.9 billion.</p><p>Revenue at Optum Rx, UnitedHealth&#39;s pharmacy benefit manager, rose 16% to $39.7 billion, helped by higher prescription volumes from new clients and growth in existing clients.</p><p>The healthcare giant now sees 2025 adjusted profit per share to be at least $16.25, compared with its previous estimate of at least $16.00. This is higher than the average analyst estimate of $16.20 per share.</p><p>On an adjusted basis, the company earned a profit of $2.92 per share for the quarter, beating analysts&#39; average estimate of $2.79.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4566":"资本集团","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","UNH":"联合健康","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999001077.SGD":"United International Growth Fund SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999001176.USD":"United Global Healthcare Acc USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251028:nL4N3W90QE:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2578931616","content_text":"Oct 28 (Reuters) - UnitedHealth UNH.N on Tuesday raised its annual profit forecast after reporting better-than-expected quarterly earnings as the U.S. health insurer kept medical costs in check.UnitedHealth shares surged 6% in premarket.The company earlier this year drastically cut its outlook, which had sent its shares plummeting.Newly returned CEO Stephen Hemsley has been under pressure to regain investor and consumer trust in the wake of an unexpected surge in medical costs and Americans' anger at the high price of health care.Hemsley, who has replaced several long-time executives, was brought in earlier this year as part of a management shakeup.\"We remain focused on strengthening performance and positioning for durable and accelerating growth in 2026 and beyond, and our results this quarter reflect solid execution toward that goal,\" said Hemsley.For the third quarter ended September 30, the company's medical loss ratio - the percentage of premiums spent on medical care - stood at 89.9%, which was in line with the company's expectations. Insurers aim for a ratio close to around 80%.Analysts on average had expected the company to report a ratio of 89.87%, according to LSEG data.Quarterly revenue at its Optum health services unit was flat year-over-year at $25.9 billion.Revenue at Optum Rx, UnitedHealth's pharmacy benefit manager, rose 16% to $39.7 billion, helped by higher prescription volumes from new clients and growth in existing clients.The healthcare giant now sees 2025 adjusted profit per share to be at least $16.25, compared with its previous estimate of at least $16.00. This is higher than the average analyst estimate of $16.20 per share.On an adjusted basis, the company earned a profit of $2.92 per share for the quarter, beating analysts' average estimate of $2.79.","news_type":1,"symbols_score_info":{"UNH":0.9}},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":484886086259304,"gmtCreate":1759410853066,"gmtModify":1759487412584,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> admitting my mistake [YoYo]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> admitting my mistake [YoYo]&nbsp;&nbsp;","text":"$Tradr 2X Short TSLA Daily ETF(TSLQ)$ admitting my mistake [YoYo]","images":[{"img":"https://community-static.tradeup.com/news/988f2c74432847669d10dffc2d4b39b1","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/484886086259304","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"Elon already warned shorts would be obliterated","text":"Elon already warned shorts would be obliterated","html":"Elon already warned shorts would be obliterated"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"Just doubled down. Hopefully, sanity will resume.","text":"Just doubled down. Hopefully, sanity will resume.","html":"Just doubled down. Hopefully, sanity will resume."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494683854402392,"gmtCreate":1761782377049,"gmtModify":1761782379461,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ORCX\">$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ORCX\">$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$</a>&nbsp;","text":"$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$","images":[{"img":"https://community-static.tradeup.com/news/d56423cf43f026641f078d545004daa6","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494683854402392","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":466687303414272,"gmtCreate":1754974988029,"gmtModify":1754976634340,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"Shut up Elon","listText":"Shut up Elon","text":"Shut up Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466687303414272","repostId":"2558691235","repostType":2,"repost":{"id":"2558691235","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754962385,"share":"https://ttm.financial/m/news/2558691235?lang=en_US&edition=fundamental","pubTime":"2025-08-12 09:33","market":"us","language":"en","title":"Musk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action","url":"https://stock-news.laohu8.com/highlight/detail?id=2558691235","media":"Reuters","summary":"Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store...","content":"<html><head></head><body><p>Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store rankings, calling it an &#34;unequivocal antitrust violation.&#34;</p><p>&#34;xAI will take immediate legal action,&#34; Musk said in an X post.</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>Musk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action</title>\n<style 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}\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\">\nMusk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-12 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store rankings, calling it an &#34;unequivocal antitrust violation.&#34;</p><p>&#34;xAI will take immediate legal action,&#34; Musk said in an X post.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","AAPL":"苹果","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" 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post.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904200940,"gmtCreate":1660047265882,"gmtModify":1703477296960,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>Why is MU dropping but&nbsp;GF is rising?","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>Why is MU dropping but&nbsp;GF is rising?","text":"$Micron Technology(MU)$Why is MU dropping but GF is rising?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904200940","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274726989542","authorId":"3479274726989542","name":"XianLi","avatar":"https://static.tigerbbs.com/908158bebd81330f593db2d217da7481","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274726989542","authorIdStr":"3479274726989542"},"content":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot....","text":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot....","html":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot...."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484847438229728,"gmtCreate":1759401395768,"gmtModify":1759401399101,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a> finally admitting to my mistake this year [YoYo]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a> finally admitting to my mistake this year [YoYo]&nbsp;&nbsp;","text":"$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ finally admitting to my mistake this year [YoYo]","images":[{"img":"https://community-static.tradeup.com/news/09c2b0f8e8b6bf7f1f24cab0448f04e1","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/484847438229728","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465356483514448,"gmtCreate":1754622963076,"gmtModify":1754622966896,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"By paying&nbsp;ransoms?","listText":"By paying&nbsp;ransoms?","text":"By paying ransoms?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/465356483514448","repostId":"2557592700","repostType":4,"repost":{"id":"2557592700","kind":"highlight","pubTimestamp":1754622293,"share":"https://ttm.financial/m/news/2557592700?lang=en_US&edition=fundamental","pubTime":"2025-08-08 11:04","market":"us","language":"en","title":"Has Apple Cracked the Code on How to Avoid More Trump Tariffs?","url":"https://stock-news.laohu8.com/highlight/detail?id=2557592700","media":"Investopedia","summary":"If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. ","content":"<div>\n<p>If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. President Donald Trump said yesterday that the iPhone maker and other companies like it could be exempt from ...</p>\n\n<a href=\"https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638\">Source Link</a>\n\n</div>\n","source":"investopedia_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>Has Apple Cracked the Code on How to Avoid More Trump Tariffs?</title>\n<style 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}\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\">\nHas Apple Cracked the Code on How to Avoid More Trump Tariffs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. President Donald Trump said yesterday that the iPhone maker and other companies like it could be exempt from ...</p>\n\n<a href=\"https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4588":"碎股","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","AAPL":"苹果","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon 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win for Apple after a tough start to the year dogged by worries about tariffs and its progress in AI. “The good news for companies like Apple is if you're building in the United States or have committed to build—without question committed to build in the United States, there will be no charge,” Trump said yesterday, after Apple CEO Tim Cook joined the president at the White House to announce a $100 billion pledge to invest in U.S. manufacturing, adding to a $500 billion investment announced in February. The move will see Apple making more of its components domestically, though it stopped short of promising full-fledged production stateside, suggesting companies don’t actually need to move all of their operation to the U.S. to win similar exemptions. Cook also isn’t the only major tech CEO who’s managed to score some concessions from the Trump administration after a high-profile visit to the White House. Nvidia CEO Jensen Huang, who reportedly met with Trump yesterday as well, has made a number of visits to the White House in the past few months, with some signs of success in winning Trump's favor. The chipmaker said last month that it’s looking forward to obtaining approvals to resume sales of key AI chips to China, after Trump tightened export restrictions earlier this year, citing national security concerns.Shares of Apple climbed over 3% to more than $220 on Thursday, extending yesterday’s 5% gain ahead of the company's announcement.Wall Street analysts widely cheered the move by Apple, with Bank of America analysts raising their target to $250 from $240, while JPMorgan analysts called Cook’s moves a “masterclass in managing geo-political uncertainty,” and reiterated their price target at $255. Wedbush analysts led by longtime Apple bull Dan Ives said it was a “strategic poker move for Cook,” and maintained their Street-high target of $270.","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487340061184768,"gmtCreate":1760009832643,"gmtModify":1760009836324,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"Old news. Super manipulative&nbsp;","listText":"Old news. Super manipulative&nbsp;","text":"Old news. Super manipulative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/487340061184768","repostId":"2574137181","repostType":2,"repost":{"id":"2574137181","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1760018627,"share":"https://ttm.financial/m/news/2574137181?lang=en_US&edition=fundamental","pubTime":"2025-10-09 22:03","market":"nz","language":"en","title":"US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2574137181","media":"Reuters","summary":"US opens probe into 2.8 million Tesla vehicles over traffic violations when using FSDWASHINGTON, Oct 9  - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed --  has \"induced vehicle behavior that violated traffic safety laws\". The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.  ","content":"<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has &#34;induced vehicle behavior that violated traffic safety laws&#34;.</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</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 Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD</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 Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-09 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has &#34;induced vehicle behavior that violated traffic safety laws&#34;.</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4099":"汽车制造商","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4534":"瑞士信贷持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","TSLA":"特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4612":"AI芯片","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251009:nL2N3VQ0AD:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574137181","content_text":"WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.Tesla shares fell 2% in morning trading.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has \"induced vehicle behavior that violated traffic safety laws\".The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140090365269462","authorId":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","crmLevel":12,"crmLevelSwitch":1,"idStr":"4140090365269462","authorIdStr":"4140090365269462"},"content":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD","text":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD","html":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913890316,"gmtCreate":1663947612536,"gmtModify":1676537369153,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","text":"$Nasdaq100 Bear 3X ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9913890316","isVote":1,"tweetType":1,"viewCount":4090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539338988873144,"gmtCreate":1772696279652,"gmtModify":1772696283639,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Who wrote this crap","listText":"Who wrote this crap","text":"Who wrote this crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/539338988873144","repostId":"2617515348","repostType":4,"repost":{"id":"2617515348","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":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"us","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</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>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4543":"AI","BK4512":"苹果概念","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","BK4514":"搜索引擎","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4516":"特朗普概念","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4515":"5G概念","BK4592":"伊斯兰概念","LU0795875086.SGD":"JPMorgan Investment Funds - 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ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617515348","content_text":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"AAPL":2,"MSFT":2,"META":2,"TSLA":2,"AMZN":2,"NVDA":2,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490131328299664,"gmtCreate":1760684252859,"gmtModify":1760684256391,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"htmlText":"lol 2023 news, how manipulative.","listText":"lol 2023 news, how manipulative.","text":"lol 2023 news, how manipulative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490131328299664","repostId":"2576881250","repostType":4,"repost":{"id":"2576881250","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1760680965,"share":"https://ttm.financial/m/news/2576881250?lang=en_US&edition=fundamental","pubTime":"2025-10-17 14:02","market":"us","language":"en","title":"Micron to Exit Server Chips Business in China After Ban, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2576881250","media":"Reuters","summary":"EXCLUSIVE-Micron to exit server chips business in China after ban, sources sayChina in 2023 banned use of Micron products in critical infrastructure Micron to continue to sell chips to auto, mobile phone sectors, source says China has also said Nvidia and Intel products pose security risks but no action taken By Hyunjoo Jin and Brenda Goh","content":"<html><head></head><body><ul style=\"\"><li><p>China in 2023 banned use of Micron products in critical infrastructure</p></li><li><p>Micron to continue to sell chips to auto, mobile phone sectors, source says</p></li><li><p>China has also said Nvidia and Intel products pose security risks but no action taken</p></li></ul><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.</p><p>Micron fell 3% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827ac6adea9a2462050784d66be7ae02\" title=\"\" tg-width=\"364\" tg-height=\"129\"/></p><p>Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China&#39;s semiconductor industry.</p><p>Since then, both <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.</p><h3 id=\"id_3161820460\">LENOVO TO REMAIN A CUSTOMER</h3><p>Micron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.</p><p>The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world&#39;s second-largest economy, one person said.</p><p>Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.</p><p>Lenovo did not immediately respond to a request for comment.</p><p>U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.</p><p>Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China&#39;s probe, that it stood by the security of its products.</p><p>Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.</p><h3 id=\"id_2247951640\">LOSING OUT ON CHINA&#39;S AI BOOM</h3><p>The ban on Micron products in critical infrastructure by China - the world&#39;s second-largest market for server memory - has meant the company has missed out on the country&#39;s data centre expansion boom.</p><p>That&#39;s benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.</p><p>Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.</p><p>That said, Micron&#39;s challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That&#39;s helped the company report record quarterly revenue.</p><p>According to a third source, Micron&#39;s data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.</p><p>Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.</p><p>Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.</p><p>&#34;We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,&#34; Micron said in its statement to Reuters.</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>Micron to Exit Server Chips Business in China After Ban, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron to Exit Server Chips Business in China After Ban, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-17 14:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>China in 2023 banned use of Micron products in critical infrastructure</p></li><li><p>Micron to continue to sell chips to auto, mobile phone sectors, source says</p></li><li><p>China has also said Nvidia and Intel products pose security risks but no action taken</p></li></ul><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.</p><p>Micron fell 3% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827ac6adea9a2462050784d66be7ae02\" title=\"\" tg-width=\"364\" tg-height=\"129\"/></p><p>Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China&#39;s semiconductor industry.</p><p>Since then, both <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.</p><h3 id=\"id_3161820460\">LENOVO TO REMAIN A CUSTOMER</h3><p>Micron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.</p><p>The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world&#39;s second-largest economy, one person said.</p><p>Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.</p><p>Lenovo did not immediately respond to a request for comment.</p><p>U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.</p><p>Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China&#39;s probe, that it stood by the security of its products.</p><p>Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.</p><h3 id=\"id_2247951640\">LOSING OUT ON CHINA&#39;S AI BOOM</h3><p>The ban on Micron products in critical infrastructure by China - the world&#39;s second-largest market for server memory - has meant the company has missed out on the country&#39;s data centre expansion boom.</p><p>That&#39;s benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.</p><p>Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.</p><p>That said, Micron&#39;s challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That&#39;s helped the company report record quarterly revenue.</p><p>According to a third source, Micron&#39;s data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.</p><p>Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.</p><p>Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.</p><p>&#34;We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,&#34; Micron said in its statement to Reuters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","BK4566":"资本集团","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","MU":"美光科技"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251017:nL5N3VX0A1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576881250","content_text":"China in 2023 banned use of Micron products in critical infrastructureMicron to continue to sell chips to auto, mobile phone sectors, source saysChina has also said Nvidia and Intel products pose security risks but no action takenMicron Technology plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.Micron fell 3% in overnight trading.Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China's semiconductor industry.Since then, both NVIDIA and Intel chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.LENOVO TO REMAIN A CUSTOMERMicron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world's second-largest economy, one person said.Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.Lenovo did not immediately respond to a request for comment.U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China's probe, that it stood by the security of its products.Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.LOSING OUT ON CHINA'S AI BOOMThe ban on Micron products in critical infrastructure by China - the world's second-largest market for server memory - has meant the company has missed out on the country's data centre expansion boom.That's benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.That said, Micron's challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That's helped the company report record quarterly revenue.According to a third source, Micron's data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.\"We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,\" Micron said in its statement to Reuters.","news_type":1,"symbols_score_info":{"MU":1.1}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}