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07-31 11:04

It's like a dead duck for longest time

Nvidia Stock Is Showing Signs of Life. What’s Driving the Rebound

2021-06-25

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It is not moving $eBay(EBAY)$?

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like a dead duck for longest time","listText":"It's like a dead duck for longest time","text":"It's like a dead duck for longest time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591611153317896","repostId":"2655887183","repostType":2,"repost":{"id":"2655887183","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":1785466800,"share":"https://ttm.financial/m/news/2655887183?lang=en_US&edition=fundamental","pubTime":"2026-07-31 11:00","market":"us","language":"en","title":"Nvidia Stock Is Showing Signs of Life. What’s Driving the Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2655887183","media":"Dow Jones","summary":"Nvidia shares rose 2.7% on Thursday as chip stocks rebounded, with Intel up 11.3% and Advanced Micro Devices up 13%.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> investors were likely hoping for more artificial-intelligence spending from Meta and Microsoft, but the stock was still showing signs of life Thursday.</p><p>The shares rose 2.7% to $195.04 on Thursday. Its peers were moving higher, too— <a href=\"https://laohu8.com/S/INTC\">Intel</a> was up 11.3% and Advanced Micro Devices was advanced 13%. The moves came as chip stocks broadly rebounded, with the tech-heavy Nasdaq Composite rising 2.8%.</p><p>Heading into earnings season, bumper Big Tech capex spending was seen as being crucial for semiconductor stocks. But the market isn’t making a great deal of sense right now.</p><p>Microsoft opted to hold its capex spending steady for the calendar year 2026, a rare example of restraint from a tech giant, which is being rewarded by investors. Meta only raised the lower end of its forecast, now expecting to spend $130 billion to $145 billion, up from $125 billion to $145 billion.</p><p>In contrast, Alphabet hiked its capex spending to between $195 billion and $205 billion from a range of $180 billion to $190 billion. Google stock was punished accordingly.</p><p style=\"text-align: start;\">But the chip sector hasn’t conformed to expectations. The PHLX Semiconductor Index (SOX) has fallen for five straight days since Alphabet’s capex guidance.</p><p style=\"text-align: start;\">Now it may snap that losing streak in emphatic fashion following Meta and Microsoft’s relative discipline. The SOX rose 8.2% on Thursday.</p><p style=\"text-align: start;\">For Nvidia, it may not be about Big Tech earnings or AI spending at all.</p><p style=\"text-align: start;\">The stock is looking so cheap right now—its forward price to earnings of ratio of 17.53 times is its lowest since April 1, 2015, according to Dow Jones Market Data. It was only a matter of time before it started moving higher again.</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 Stock Is Showing Signs of Life. 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What’s Driving the Rebound\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\">2026-07-31 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> investors were likely hoping for more artificial-intelligence spending from Meta and Microsoft, but the stock was still showing signs of life Thursday.</p><p>The shares rose 2.7% to $195.04 on Thursday. Its peers were moving higher, too— <a href=\"https://laohu8.com/S/INTC\">Intel</a> was up 11.3% and Advanced Micro Devices was advanced 13%. The moves came as chip stocks broadly rebounded, with the tech-heavy Nasdaq Composite rising 2.8%.</p><p>Heading into earnings season, bumper Big Tech capex spending was seen as being crucial for semiconductor stocks. But the market isn’t making a great deal of sense right now.</p><p>Microsoft opted to hold its capex spending steady for the calendar year 2026, a rare example of restraint from a tech giant, which is being rewarded by investors. Meta only raised the lower end of its forecast, now expecting to spend $130 billion to $145 billion, up from $125 billion to $145 billion.</p><p>In contrast, Alphabet hiked its capex spending to between $195 billion and $205 billion from a range of $180 billion to $190 billion. Google stock was punished accordingly.</p><p style=\"text-align: start;\">But the chip sector hasn’t conformed to expectations. The PHLX Semiconductor Index (SOX) has fallen for five straight days since Alphabet’s capex guidance.</p><p style=\"text-align: start;\">Now it may snap that losing streak in emphatic fashion following Meta and Microsoft’s relative discipline. The SOX rose 8.2% on Thursday.</p><p style=\"text-align: start;\">For Nvidia, it may not be about Big Tech earnings or AI spending at all.</p><p style=\"text-align: start;\">The stock is looking so cheap right now—its forward price to earnings of ratio of 17.53 times is its lowest since April 1, 2015, according to Dow Jones Market Data. It was only a matter of time before it started moving higher again.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD2.UK":"2X NVIDIA ETP","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","USD":"ProShares Ultra Semiconductors","LU0234572021.USD":"高盛美国核心股票组合Acc","NVD3.UK":"LS 3X NVIDIA","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","BK4543":"AI","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","THMR":"THOR AdaptiveRisk Dynamic ETF","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - 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Its peers were moving higher, too— Intel was up 11.3% and Advanced Micro Devices was advanced 13%. The moves came as chip stocks broadly rebounded, with the tech-heavy Nasdaq Composite rising 2.8%.Heading into earnings season, bumper Big Tech capex spending was seen as being crucial for semiconductor stocks. But the market isn’t making a great deal of sense right now.Microsoft opted to hold its capex spending steady for the calendar year 2026, a rare example of restraint from a tech giant, which is being rewarded by investors. Meta only raised the lower end of its forecast, now expecting to spend $130 billion to $145 billion, up from $125 billion to $145 billion.In contrast, Alphabet hiked its capex spending to between $195 billion and $205 billion from a range of $180 billion to $190 billion. Google stock was punished accordingly.But the chip sector hasn’t conformed to expectations. The PHLX Semiconductor Index (SOX) has fallen for five straight days since Alphabet’s capex guidance.Now it may snap that losing streak in emphatic fashion following Meta and Microsoft’s relative discipline. The SOX rose 8.2% on Thursday.For Nvidia, it may not be about Big Tech earnings or AI spending at all.The stock is looking so cheap right now—its forward price to earnings of ratio of 17.53 times is its lowest since April 1, 2015, according to Dow Jones Market Data. It was only a matter of time before it started moving higher again.","news_type":1,"symbols_score_info":{"VGT":0.6,"NVDG":0.6,"XLK":0.6,"TRFK":0.6,"METV":0.6,"FTEC":0.6,"NVDY":0.6,"LFGY":0.6,"ANV":0.6,"USD":0.6,"ILDR":0.6,"TYLG":0.6,"07388":0.6,"EFIV":0.6,"NVDB":0.6,"THMR":0.6,"VT":0.6,"AIFD":0.6,"WISE":0.6,"TTXU":0.6,"IETC":0.6,"SPTE":0.6,"NVDS":0.6,"NVDU":0.6,"USXF":0.6,"AIPI":0.6,"ESUM":0.6,"NVII":0.6,"FDTX":0.6,"NULC":0.6,"NVDO":0.6,"GAMR":0.6,"CHAT":0.6,"ABFL":0.6,"CLSE":0.6,"CMAG":0.6,"FAI":0.6,"JGRO":0.6,"TTEQ":0.6,"CNEQ":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVYY":0.6,"NVD2.UK":0.6,"SHOC":0.6,"ROM":0.6,"3NVD.UK":0.6,"NVDL":0.6,"NVDW":0.6,"NVD":0.6,"SMHX":0.6,"NVIW.SI":0.6,"SOXX":0.6,"NVDQ":0.6,"ARTY":0.6,"SMH":0.6,"2NVD.UK":0.6,"TEK":0.6,"SOXY":0.6,"AGOX":0.6,"NVDA":1.96,"SNPE":0.6,"ESLG":0.6,"CHPX":0.6,"NVDD":0.6,"DIPS":0.6,"IXN":0.6,"SOXQ":0.6,"07788":0.6,"NVD3.UK":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122680353,"gmtCreate":1624616822972,"gmtModify":1703841805366,"author":{"id":"3576780621943497","authorId":"3576780621943497","name":"FToh","avatar":"https://static.tigerbbs.com/806b1ae802aabe24966d3a1b3dd25b7d","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576780621943497","authorIdStr":"3576780621943497"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Tiger roars&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Tiger roars&nbsp;","text":"$Tiger Brokers(TIGR)$Tiger roars","images":[{"img":"https://static.tigerbbs.com/a5a2390b54efcd1855d6428f153e4628","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122680353","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121541593,"gmtCreate":1624484844012,"gmtModify":1703837895692,"author":{"id":"3576780621943497","authorId":"3576780621943497","name":"FToh","avatar":"https://static.tigerbbs.com/806b1ae802aabe24966d3a1b3dd25b7d","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576780621943497","authorIdStr":"3576780621943497"},"themes":[],"title":"","htmlText":"It is not moving <a href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a>?","listText":"It is not moving <a href=\"https://laohu8.com/S/EBAY\">$eBay(EBAY)$</a>?","text":"It is not moving $eBay(EBAY)$?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121541593","repostId":"2145033651","repostType":4,"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132589724,"gmtCreate":1622099064968,"gmtModify":1704179442927,"author":{"id":"3576780621943497","authorId":"3576780621943497","name":"FToh","avatar":"https://static.tigerbbs.com/806b1ae802aabe24966d3a1b3dd25b7d","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576780621943497","authorIdStr":"3576780621943497"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Why is Pfizer not moving?","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Why is Pfizer not moving?","text":"$Pfizer(PFE)$Why is Pfizer not moving?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/132589724","isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494295142059804","authorId":"3494295142059804","name":"哈哈哈先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494295142059804","authorIdStr":"3494295142059804"},"content":"This week will fall sharply for five consecutive days, and it will fall to many people who doubt life","text":"This week will fall sharply for five consecutive days, and it will fall to many people who doubt life","html":"This week will fall sharply for five consecutive days, and it will fall to many people who doubt life"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":591611153317896,"gmtCreate":1785467073969,"gmtModify":1785468244365,"author":{"id":"3576780621943497","authorId":"3576780621943497","name":"FToh","avatar":"https://static.tigerbbs.com/806b1ae802aabe24966d3a1b3dd25b7d","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576780621943497","authorIdStr":"3576780621943497"},"themes":[],"title":"","htmlText":"It's like a dead duck for longest time","listText":"It's like a dead duck for longest time","text":"It's like a dead duck for longest time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591611153317896","repostId":"2655887183","repostType":2,"repost":{"id":"2655887183","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":1785466800,"share":"https://ttm.financial/m/news/2655887183?lang=en_US&edition=fundamental","pubTime":"2026-07-31 11:00","market":"us","language":"en","title":"Nvidia Stock Is Showing Signs of Life. What’s Driving the Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2655887183","media":"Dow Jones","summary":"Nvidia shares rose 2.7% on Thursday as chip stocks rebounded, with Intel up 11.3% and Advanced Micro Devices up 13%.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> investors were likely hoping for more artificial-intelligence spending from Meta and Microsoft, but the stock was still showing signs of life Thursday.</p><p>The shares rose 2.7% to $195.04 on Thursday. Its peers were moving higher, too— <a href=\"https://laohu8.com/S/INTC\">Intel</a> was up 11.3% and Advanced Micro Devices was advanced 13%. The moves came as chip stocks broadly rebounded, with the tech-heavy Nasdaq Composite rising 2.8%.</p><p>Heading into earnings season, bumper Big Tech capex spending was seen as being crucial for semiconductor stocks. But the market isn’t making a great deal of sense right now.</p><p>Microsoft opted to hold its capex spending steady for the calendar year 2026, a rare example of restraint from a tech giant, which is being rewarded by investors. Meta only raised the lower end of its forecast, now expecting to spend $130 billion to $145 billion, up from $125 billion to $145 billion.</p><p>In contrast, Alphabet hiked its capex spending to between $195 billion and $205 billion from a range of $180 billion to $190 billion. Google stock was punished accordingly.</p><p style=\"text-align: start;\">But the chip sector hasn’t conformed to expectations. The PHLX Semiconductor Index (SOX) has fallen for five straight days since Alphabet’s capex guidance.</p><p style=\"text-align: start;\">Now it may snap that losing streak in emphatic fashion following Meta and Microsoft’s relative discipline. The SOX rose 8.2% on Thursday.</p><p style=\"text-align: start;\">For Nvidia, it may not be about Big Tech earnings or AI spending at all.</p><p style=\"text-align: start;\">The stock is looking so cheap right now—its forward price to earnings of ratio of 17.53 times is its lowest since April 1, 2015, according to Dow Jones Market Data. It was only a matter of time before it started moving higher again.</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 Stock Is Showing Signs of Life. What’s Driving the Rebound</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 Stock Is Showing Signs of Life. What’s Driving the Rebound\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\">2026-07-31 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> investors were likely hoping for more artificial-intelligence spending from Meta and Microsoft, but the stock was still showing signs of life Thursday.</p><p>The shares rose 2.7% to $195.04 on Thursday. Its peers were moving higher, too— <a href=\"https://laohu8.com/S/INTC\">Intel</a> was up 11.3% and Advanced Micro Devices was advanced 13%. The moves came as chip stocks broadly rebounded, with the tech-heavy Nasdaq Composite rising 2.8%.</p><p>Heading into earnings season, bumper Big Tech capex spending was seen as being crucial for semiconductor stocks. But the market isn’t making a great deal of sense right now.</p><p>Microsoft opted to hold its capex spending steady for the calendar year 2026, a rare example of restraint from a tech giant, which is being rewarded by investors. Meta only raised the lower end of its forecast, now expecting to spend $130 billion to $145 billion, up from $125 billion to $145 billion.</p><p>In contrast, Alphabet hiked its capex spending to between $195 billion and $205 billion from a range of $180 billion to $190 billion. Google stock was punished accordingly.</p><p style=\"text-align: start;\">But the chip sector hasn’t conformed to expectations. The PHLX Semiconductor Index (SOX) has fallen for five straight days since Alphabet’s capex guidance.</p><p style=\"text-align: start;\">Now it may snap that losing streak in emphatic fashion following Meta and Microsoft’s relative discipline. The SOX rose 8.2% on Thursday.</p><p style=\"text-align: start;\">For Nvidia, it may not be about Big Tech earnings or AI spending at all.</p><p style=\"text-align: start;\">The stock is looking so cheap right now—its forward price to earnings of ratio of 17.53 times is its lowest since April 1, 2015, according to Dow Jones Market Data. It was only a matter of time before it started moving higher again.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD2.UK":"2X NVIDIA ETP","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","USD":"ProShares Ultra Semiconductors","LU0234572021.USD":"高盛美国核心股票组合Acc","NVD3.UK":"LS 3X NVIDIA","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","BK4543":"AI","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","THMR":"THOR AdaptiveRisk Dynamic ETF","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - 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Its peers were moving higher, too— Intel was up 11.3% and Advanced Micro Devices was advanced 13%. The moves came as chip stocks broadly rebounded, with the tech-heavy Nasdaq Composite rising 2.8%.Heading into earnings season, bumper Big Tech capex spending was seen as being crucial for semiconductor stocks. But the market isn’t making a great deal of sense right now.Microsoft opted to hold its capex spending steady for the calendar year 2026, a rare example of restraint from a tech giant, which is being rewarded by investors. Meta only raised the lower end of its forecast, now expecting to spend $130 billion to $145 billion, up from $125 billion to $145 billion.In contrast, Alphabet hiked its capex spending to between $195 billion and $205 billion from a range of $180 billion to $190 billion. Google stock was punished accordingly.But the chip sector hasn’t conformed to expectations. The PHLX Semiconductor Index (SOX) has fallen for five straight days since Alphabet’s capex guidance.Now it may snap that losing streak in emphatic fashion following Meta and Microsoft’s relative discipline. The SOX rose 8.2% on Thursday.For Nvidia, it may not be about Big Tech earnings or AI spending at all.The stock is looking so cheap right now—its forward price to earnings of ratio of 17.53 times is its lowest since April 1, 2015, according to Dow Jones Market Data. 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