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Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms

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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":1779467061,"share":"https://ttm.financial/m/news/2637345409?lang=en_US&edition=fundamental","pubTime":"2026-05-23 00:24","market":"us","language":"en","title":"Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=2637345409","media":"Benzinga","summary":"Nvidia again showed massive demand, yet the market may be looking for signs that memory supply can expand fast enough to support growth.","content":"<html><body><p><strong>NVIDIA Corp. </strong>(NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.</p>\n<ul>\n<li><strong>NVDA stock is moving. See the chart and price action here. </strong></li>\n</ul>\n<h2><strong>Q1 Details</strong></h2>\n<p>The chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. </p>\n<p>Data center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\n<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n</strong>\n</p>\n</div>\n<p>\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" <strong>Stephen Callahan,</strong> trading behavior specialist at Firstrade, told Benzinga. </p>\n<p>\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. </p>\n<p>Nvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.</p>\n<p>Still, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. </p>\n<p>\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"</p>\n<p>The narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. </p>\n<p>Management also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.</p>\n<h2><strong>Memory Supply Concerns</strong></h2>\n<p>Supply could become the next pressure point. </p>\n<p>Callahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"</p>\n<p>\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.</p>\n<p>Nvidia CEO<strong> Jensen Huang</strong> appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. </p>\n<p>CFO <strong>Colette Kress</strong> added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.</p>\n<h2><strong>The Bottom Line</strong></h2>\n<p>The most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. </p>\n<p>The company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTrump Admin To Take <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n</strong>\n</p>\n</div>\n<p><strong>NVDA Stock Price Activity: </strong>Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. </p>\n<p>Over the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&amp;P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.</p>\n<p><em>Photo: Blossom Stock Studio / Shutterstock </em></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 Crushes Earnings, But AI Chip Supply Crunch Looms</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Crushes Earnings, But AI Chip Supply Crunch Looms\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\">2026-05-23 00:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>NVIDIA Corp. </strong>(NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.</p>\n<ul>\n<li><strong>NVDA stock is moving. See the chart and price action here. </strong></li>\n</ul>\n<h2><strong>Q1 Details</strong></h2>\n<p>The chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. </p>\n<p>Data center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\n<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n</strong>\n</p>\n</div>\n<p>\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" <strong>Stephen Callahan,</strong> trading behavior specialist at Firstrade, told Benzinga. </p>\n<p>\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. </p>\n<p>Nvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.</p>\n<p>Still, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. </p>\n<p>\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"</p>\n<p>The narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. </p>\n<p>Management also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.</p>\n<h2><strong>Memory Supply Concerns</strong></h2>\n<p>Supply could become the next pressure point. </p>\n<p>Callahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"</p>\n<p>\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.</p>\n<p>Nvidia CEO<strong> Jensen Huang</strong> appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. </p>\n<p>CFO <strong>Colette Kress</strong> added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.</p>\n<h2><strong>The Bottom Line</strong></h2>\n<p>The most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. </p>\n<p>The company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTrump Admin To Take <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n</strong>\n</p>\n</div>\n<p><strong>NVDA Stock Price Activity: </strong>Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. </p>\n<p>Over the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&amp;P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.</p>\n<p><em>Photo: Blossom Stock Studio / Shutterstock </em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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(NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.\n\nNVDA stock is moving. See the chart and price action here. \n\nQ1 Details\nThe chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. \nData center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.\n\n\n\nRead Also:\n\nNvidia Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n\n\n\n\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" Stephen Callahan, trading behavior specialist at Firstrade, told Benzinga. \n\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. \nNvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.\nStill, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. \n\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"\nThe narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. \nManagement also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.\nMemory Supply Concerns\nSupply could become the next pressure point. \nCallahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"\n\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.\nNvidia CEO Jensen Huang appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. \nCFO Colette Kress added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.\nThe Bottom Line\nThe most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. \nThe company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.\n\n\n\nRead Also:\n\nTrump Admin To Take Quantum Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n\n\n\nNVDA Stock Price Activity: Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. \nOver the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.\nPhoto: Blossom Stock Studio / Shutterstock","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVDX":0.6,"NVDL":0.6,"NVDD":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"07788":0.6,"NVDG":0.6,"NVDA":1.97,"NVD":0.6,"NVDS":0.6,"NVDU":0.6,"NVDQ":0.6,"NVDO":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"ANV":0.6,"07388":0.6,"NVII":0.6,"NVDY":0.6,"NVDB":0.6,"NVDW":0.6}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":547005326852888,"gmtCreate":1774570638527,"gmtModify":1774570640637,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/547005326852888","repostId":"1143443369","repostType":2,"repost":{"id":"1143443369","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1774567287,"share":"https://ttm.financial/m/news/1143443369?lang=en_US&edition=fundamental","pubTime":"2026-03-27 07:21","market":"us","language":"en","title":"Chip Selloff Deepens After Google Touts Memory Breakthrough","url":"https://stock-news.laohu8.com/highlight/detail?id=1143443369","media":"Tiger Newspress","summary":"Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial...","content":"<html><head></head><body><p>Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial intelligence development.</p><p style=\"text-align: start;\">Samsung Electronics Co. and SK Hynix Inc., South Korean leaders in the market, both fell at least 6% in Seoul. In the US, Micron Technology Inc., Western Digital Corp. and SanDisk Corp. all slid at least 7% in US trading, after they closed lower on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d394fb286367e7c13ae204e9c14121c\" title=\"\" tg-width=\"494\" tg-height=\"526\"/></p><p>Memory chip companies had been on a tear in recent months as surging investment in AI infrastructure led to shortages, triggering a spike in chip prices and profit. SK Hynix and Samsung shares had soared more than 50% this year through Wednesday, while long-time laggard Kioxia Holdings Corp. had more than doubled.</p><p style=\"text-align: start;\">Google’s new technology could alleviate the supply crunch, potentially pushing down prices. The company publicized the research on X this week, although it had originally come out last year.</p><p style=\"text-align: start;\">Google said its TurboQuant algorithm can cut the amount of memory required to run large language models by at least a factor of six, reducing the overall cost of training artificial intelligence. Investors may be concerned that this could reduce the need for memory from hyperscalers, the largest data center operators. That would push down the prices for components that are also used in smartphones and consumer electronics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb68c50ffd996a36fb329f207696492b\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Four hyperscalers, led by Amazon.com Inc. and Google, plan to spend about $650 billion this year to build data centers, scooping up Nvidia Corp.’s AI accelerators and related memory chips.</p><p>SK Group Chairman Chey Tae-won recently said that the memory chip crunch will last until 2030.</p><p>Morgan Stanley analyst Shawn Kim wrote in a note the impact of Google’s research on the industry should be more positive because it affects a critical bottleneck. It improves the efficiency of what’s known as the key value cache used for inference, or running AI models.</p><p>“If models can run with materially lower memory requirements without losing performance, the cost of serving each query drops meaningfully, resulting in more profitable AI deployment,” he wrote.</p><p>Like many of the bulls in the AI industry and analyst community, he cited a theory known as the Jevons Paradox. It’s a concept from an English economist about coal production stating that the more efficient technology becomes, the more demand will rise.</p><p>The 19th century premise was also cited by JPMorgan Chase &amp; Co. and Citigroup Inc. JPMorgan analysts said that investors may take profits on the news, but there’s no near-term threat to memory consumption.</p><p>The tech community also brought up the same theory last year when DeepSeek’s low-cost AI model sparked fears of a reduced need for more advanced technology.</p><p>TurboQuant is positive for hyperscalers given the return on investment opportunity, Morgan Stanley’s Kim wrote. It may be beneficial for memory makers in the longer term, as “a lower cost per token can also lead to higher product adoption demand.”</p><p>The Google development may make “little difference to demand given the extreme supply constraints,” Ortus Advisors analyst Andrew Jackson wrote in a note on the data platform Smartkarma.</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>Chip Selloff Deepens After Google Touts Memory Breakthrough</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\">\nChip Selloff Deepens After Google Touts Memory Breakthrough\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-03-27 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial intelligence development.</p><p style=\"text-align: start;\">Samsung Electronics Co. and SK Hynix Inc., South Korean leaders in the market, both fell at least 6% in Seoul. In the US, Micron Technology Inc., Western Digital Corp. and SanDisk Corp. all slid at least 7% in US trading, after they closed lower on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d394fb286367e7c13ae204e9c14121c\" title=\"\" tg-width=\"494\" tg-height=\"526\"/></p><p>Memory chip companies had been on a tear in recent months as surging investment in AI infrastructure led to shortages, triggering a spike in chip prices and profit. SK Hynix and Samsung shares had soared more than 50% this year through Wednesday, while long-time laggard Kioxia Holdings Corp. had more than doubled.</p><p style=\"text-align: start;\">Google’s new technology could alleviate the supply crunch, potentially pushing down prices. The company publicized the research on X this week, although it had originally come out last year.</p><p style=\"text-align: start;\">Google said its TurboQuant algorithm can cut the amount of memory required to run large language models by at least a factor of six, reducing the overall cost of training artificial intelligence. Investors may be concerned that this could reduce the need for memory from hyperscalers, the largest data center operators. That would push down the prices for components that are also used in smartphones and consumer electronics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb68c50ffd996a36fb329f207696492b\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Four hyperscalers, led by Amazon.com Inc. and Google, plan to spend about $650 billion this year to build data centers, scooping up Nvidia Corp.’s AI accelerators and related memory chips.</p><p>SK Group Chairman Chey Tae-won recently said that the memory chip crunch will last until 2030.</p><p>Morgan Stanley analyst Shawn Kim wrote in a note the impact of Google’s research on the industry should be more positive because it affects a critical bottleneck. It improves the efficiency of what’s known as the key value cache used for inference, or running AI models.</p><p>“If models can run with materially lower memory requirements without losing performance, the cost of serving each query drops meaningfully, resulting in more profitable AI deployment,” he wrote.</p><p>Like many of the bulls in the AI industry and analyst community, he cited a theory known as the Jevons Paradox. It’s a concept from an English economist about coal production stating that the more efficient technology becomes, the more demand will rise.</p><p>The 19th century premise was also cited by JPMorgan Chase &amp; Co. and Citigroup Inc. JPMorgan analysts said that investors may take profits on the news, but there’s no near-term threat to memory consumption.</p><p>The tech community also brought up the same theory last year when DeepSeek’s low-cost AI model sparked fears of a reduced need for more advanced technology.</p><p>TurboQuant is positive for hyperscalers given the return on investment opportunity, Morgan Stanley’s Kim wrote. It may be beneficial for memory makers in the longer term, as “a lower cost per token can also lead to higher product adoption demand.”</p><p>The Google development may make “little difference to demand given the extreme supply constraints,” Ortus Advisors analyst Andrew Jackson wrote in a note on the data platform Smartkarma.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143443369","content_text":"Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial intelligence development.Samsung Electronics Co. and SK Hynix Inc., South Korean leaders in the market, both fell at least 6% in Seoul. In the US, Micron Technology Inc., Western Digital Corp. and SanDisk Corp. all slid at least 7% in US trading, after they closed lower on Wednesday.Memory chip companies had been on a tear in recent months as surging investment in AI infrastructure led to shortages, triggering a spike in chip prices and profit. SK Hynix and Samsung shares had soared more than 50% this year through Wednesday, while long-time laggard Kioxia Holdings Corp. had more than doubled.Google’s new technology could alleviate the supply crunch, potentially pushing down prices. The company publicized the research on X this week, although it had originally come out last year.Google said its TurboQuant algorithm can cut the amount of memory required to run large language models by at least a factor of six, reducing the overall cost of training artificial intelligence. Investors may be concerned that this could reduce the need for memory from hyperscalers, the largest data center operators. That would push down the prices for components that are also used in smartphones and consumer electronics.Four hyperscalers, led by Amazon.com Inc. and Google, plan to spend about $650 billion this year to build data centers, scooping up Nvidia Corp.’s AI accelerators and related memory chips.SK Group Chairman Chey Tae-won recently said that the memory chip crunch will last until 2030.Morgan Stanley analyst Shawn Kim wrote in a note the impact of Google’s research on the industry should be more positive because it affects a critical bottleneck. It improves the efficiency of what’s known as the key value cache used for inference, or running AI models.“If models can run with materially lower memory requirements without losing performance, the cost of serving each query drops meaningfully, resulting in more profitable AI deployment,” he wrote.Like many of the bulls in the AI industry and analyst community, he cited a theory known as the Jevons Paradox. It’s a concept from an English economist about coal production stating that the more efficient technology becomes, the more demand will rise.The 19th century premise was also cited by JPMorgan Chase & Co. and Citigroup Inc. JPMorgan analysts said that investors may take profits on the news, but there’s no near-term threat to memory consumption.The tech community also brought up the same theory last year when DeepSeek’s low-cost AI model sparked fears of a reduced need for more advanced technology.TurboQuant is positive for hyperscalers given the return on investment opportunity, Morgan Stanley’s Kim wrote. It may be beneficial for memory makers in the longer term, as “a lower cost per token can also lead to higher product adoption demand.”The Google development may make “little difference to demand given the extreme supply constraints,” Ortus Advisors analyst Andrew Jackson wrote in a note on the data platform Smartkarma.","news_type":1,"symbols_score_info":{"GOOGL":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501062366085656,"gmtCreate":1763371475288,"gmtModify":1763371477315,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a>&nbsp;","text":"$Quantum Computing Inc.(QUBT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501062366085656","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412164836225608,"gmtCreate":1741646299942,"gmtModify":1741646301028,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412164836225608","isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382618286182696,"gmtCreate":1734420900548,"gmtModify":1734420903625,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382618286182696","isVote":1,"tweetType":1,"viewCount":2622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276626945011824,"gmtCreate":1708566057921,"gmtModify":1708567088080,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276626945011824","repostId":"1124711897","repostType":2,"repost":{"id":"1124711897","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1708552800,"share":"https://ttm.financial/m/news/1124711897?lang=en_US&edition=fundamental","pubTime":"2024-02-22 06:00","market":"us","language":"en","title":"Nvidia Stock Jumps As Forecast Tops First-Quarter Revenue Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1124711897","media":"Reuters","summary":"Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artifi","content":"<html><head></head><body><p>Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artificial-intelligence chips.</p><p>Nvidia&#39;s fourth-quarter revenue beat estimates by a 7% margin. But for the first three quarters of 2023, Nvidia had reported quarterly revenue that beat analysts&#39; estimates by between 10% and 20%.</p><p>The company forecast current-quarter revenue of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Shares of the Santa Clara, California-based company jumped more than 9% in volatile after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e986b735ab767f0658a68ebf599e8e1\" tg-width=\"842\" tg-height=\"620\"/></p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla, which averaged $22 billion per day over the same period.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (2330.TW), opens new tab (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</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 Jumps As Forecast Tops First-Quarter Revenue Estimates</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 Jumps As Forecast Tops First-Quarter Revenue Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-22 06:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artificial-intelligence chips.</p><p>Nvidia&#39;s fourth-quarter revenue beat estimates by a 7% margin. But for the first three quarters of 2023, Nvidia had reported quarterly revenue that beat analysts&#39; estimates by between 10% and 20%.</p><p>The company forecast current-quarter revenue of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Shares of the Santa Clara, California-based company jumped more than 9% in volatile after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e986b735ab767f0658a68ebf599e8e1\" tg-width=\"842\" tg-height=\"620\"/></p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla, which averaged $22 billion per day over the same period.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (2330.TW), opens new tab (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124711897","content_text":"Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artificial-intelligence chips.Nvidia's fourth-quarter revenue beat estimates by a 7% margin. But for the first three quarters of 2023, Nvidia had reported quarterly revenue that beat analysts' estimates by between 10% and 20%.The company forecast current-quarter revenue of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.Shares of the Santa Clara, California-based company jumped more than 9% in volatile after-hours trading.Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla, which averaged $22 billion per day over the same period.Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.The already-hefty demand for the company's data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia's silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.The AI frontrunner's supply chains, which have been unable to match the soaring demand for Nvidia's chips, are also improving.Analysts expect major supplier Taiwan Semiconductor Manufacturing Co's (2330.TW), opens new tab (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.The AI poster child's revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274496644161616,"gmtCreate":1708053660843,"gmtModify":1708054754174,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274496644161616","repostId":"2411578365","repostType":2,"repost":{"id":"2411578365","kind":"highlight","pubTimestamp":1708050893,"share":"https://ttm.financial/m/news/2411578365?lang=en_US&edition=fundamental","pubTime":"2024-02-16 10:34","market":"us","language":"en","title":"Why Super Micro Computer Stock Rallied 14% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2411578365","media":"Motley Fool","summary":"The provider of servers used for artificial intelligence (AI) applications got a significant vote of confidence.","content":"<div>\n<p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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 Super Micro Computer Stock Rallied 14% on Thursday</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 Super Micro Computer Stock Rallied 14% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-16 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","BK4585":"ETF&股票定投概念","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","BK4588":"碎股","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","SMCI":"超微电脑","BK4208":"复合型公用事业"},"source_url":"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411578365","content_text":"Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's meteoric rise over the past year, it remains remarkably inexpensive.Shares of Super Micro Computer , also known as Supermicro, jumped Thursday, climbing as much as 14%.The catalyst that drove the server and storage solution specialist's stock higher was bullish coverage by a major bank.A Street-high price targetBank of America analyst Ruplu Bhattacharya initiated coverage on Supermicro, assigning a buy rating and a Street-high price target of $1,040, according to TheFly. This suggests a potential upside of 18% compared to Wednesday's closing price. This prediction comes despite the stock's dizzying run over the past year, when it notched a gain of 847%.BofA believes AI-fueled demand will continue, driving Supermicro even higher. The analyst further suggested the potential market for AI servers is \"much larger\" than the estimates calculated by his Wall Street colleagues. The bank believes the market for these AI-centric servers could achieve a compound annual growth rate of 50% over the coming three years. Given that Supermicro is a leading provider of AI servers, BofA expects its revenue to \"grow even faster.\"Are those growth rates achievable?Investors questioning the validity of the growth targets in the AI server market may be in for a surprise.Late last year, Bernstein analyst Toni Sacconaghi pointed out that the server market -- which had grown at a compound annual rate of 3% over the preceding 25 years -- was expected to grow at 75% annually between now and 2027. He suggested that this \"unprecedented\" AI server build-out might be happening \"too quickly,\" which could eventually lead to a \"digestion period\" -- analyst-speak for a glut. While his take suggests that growth could eventually stall, that time is still several years down the road.All indications are that sales of Supermicro's servers and other digital storage components will ride the tailwind of AI even higher. While the stock is currently selling for 3 times forward sales, that fails to take into account the company's triple-digit percentage growth rate. Using the more appropriate forward price/earnings-to-growth (PEG) ratio, Supermicro's valuation is 0.4 -- and a stock is generally viewed as undervalued at any PEG ratio below 1.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941876116,"gmtCreate":1680165965536,"gmtModify":1680166127374,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941876116","repostId":"1140106690","repostType":4,"repost":{"id":"1140106690","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680165506,"share":"https://ttm.financial/m/news/1140106690?lang=en_US&edition=fundamental","pubTime":"2023-03-30 16:38","market":"us","language":"en","title":"Faraday Future Continues to Fly 20% Higher in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1140106690","media":"Tiger Newspress","summary":"Faraday Future starts EV production of FF 91 after months-long delay","content":"<html><head></head><body><p>Faraday Future Intelligent Electric Inc said on Wednesday it has started production of its much-delayed first luxury electric car, FF 91 Futurist, at its California factory.</p><p>Faraday Future jumps 20.82% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392b6cd578fedf59890ce131a49d6336\" tg-width=\"784\" tg-height=\"632\"/></p><p>Last November, the Los Angeles-based electric-vehicle company had raised doubts about its ability to continue as a &#34;going concern&#34; and the delivery timeline for FF 91, shortly after it underwent a board reshuffle following a governance dispute with its largest shareholder.</p><p>Delivery of the sports utility vehicle was originally slated to start in late-2022.</p><p>&#34;This shows that FF has entered a new phase under the governance and operation of the new board and management,&#34; founder YT Jia said in a statement.</p><p>The FF 91 Futurist is expected to be offered in both the U.S. and China markets, with initial 2023 sales to begin in Los Angeles, San Francisco, New York, Shanghai and Beijing, the company said.</p><p>Deliveries in the U.S. will begin at the end of April 2023, a spokesperson for Faraday Future told Reuters, but did not give details on who the first customers would be.</p><p>The company has said the latest generation of its car had longer range and better acceleration than rivals such as Tesla Inc&#39;s Model X, Mercedes Benz Maybach S and Rolls Royce Cullinan.</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>Faraday Future Continues to Fly 20% Higher in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFaraday Future Continues to Fly 20% Higher in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-30 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Faraday Future Intelligent Electric Inc said on Wednesday it has started production of its much-delayed first luxury electric car, FF 91 Futurist, at its California factory.</p><p>Faraday Future jumps 20.82% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392b6cd578fedf59890ce131a49d6336\" tg-width=\"784\" tg-height=\"632\"/></p><p>Last November, the Los Angeles-based electric-vehicle company had raised doubts about its ability to continue as a &#34;going concern&#34; and the delivery timeline for FF 91, shortly after it underwent a board reshuffle following a governance dispute with its largest shareholder.</p><p>Delivery of the sports utility vehicle was originally slated to start in late-2022.</p><p>&#34;This shows that FF has entered a new phase under the governance and operation of the new board and management,&#34; founder YT Jia said in a statement.</p><p>The FF 91 Futurist is expected to be offered in both the U.S. and China markets, with initial 2023 sales to begin in Los Angeles, San Francisco, New York, Shanghai and Beijing, the company said.</p><p>Deliveries in the U.S. will begin at the end of April 2023, a spokesperson for Faraday Future told Reuters, but did not give details on who the first customers would be.</p><p>The company has said the latest generation of its car had longer range and better acceleration than rivals such as Tesla Inc&#39;s Model X, Mercedes Benz Maybach S and Rolls Royce Cullinan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140106690","content_text":"Faraday Future Intelligent Electric Inc said on Wednesday it has started production of its much-delayed first luxury electric car, FF 91 Futurist, at its California factory.Faraday Future jumps 20.82% in premarket trading.Last November, the Los Angeles-based electric-vehicle company had raised doubts about its ability to continue as a \"going concern\" and the delivery timeline for FF 91, shortly after it underwent a board reshuffle following a governance dispute with its largest shareholder.Delivery of the sports utility vehicle was originally slated to start in late-2022.\"This shows that FF has entered a new phase under the governance and operation of the new board and management,\" founder YT Jia said in a statement.The FF 91 Futurist is expected to be offered in both the U.S. and China markets, with initial 2023 sales to begin in Los Angeles, San Francisco, New York, Shanghai and Beijing, the company said.Deliveries in the U.S. will begin at the end of April 2023, a spokesperson for Faraday Future told Reuters, but did not give details on who the first customers would be.The company has said the latest generation of its car had longer range and better acceleration than rivals such as Tesla Inc's Model X, Mercedes Benz Maybach S and Rolls Royce Cullinan.","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":3110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994804967,"gmtCreate":1661587894662,"gmtModify":1676536547149,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577190626091974","idStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994804967","repostId":"1145230290","repostType":2,"repost":{"id":"1145230290","kind":"news","pubTimestamp":1661577025,"share":"https://ttm.financial/m/news/1145230290?lang=en_US&edition=fundamental","pubTime":"2022-08-27 13:10","market":"us","language":"en","title":"NIO Concludes Internal Review of Seller Report; Street Says Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1145230290","media":"TipRanks","summary":"Shares of the company are up ~8% over the past five days, and analysts are seeing a further 62.4% upside based on a Strong Buy consensus rating and an averageNIO stock price targetof $33.04. Deutsche Bank’sEdison Yuis even more optimistic about NIO with a Buy rating and a price target of $45, which points to a massive 120.5% potential upside. The analyst feels the market is yet to fully take cognizance of NIO’s expanding global footprint.Closing Thoughts – NIO Stock is Starting to Emerging from ","content":"<div>\n<p>Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7....</p>\n\n<a href=\"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>NIO Concludes Internal Review of Seller Report; Street Says Buy</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\">\nNIO Concludes Internal Review of Seller Report; Street Says Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7....</p>\n\n<a href=\"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145230290","content_text":"Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7.Smart EV maker NIO Inc.  has provided an update on its independent internal review of the allegations made by short-seller Grizzly Research in June about the company exaggerating its numbers. In response, NIO had set up an independent committee of its Board of directors to review the allegations. The committee had also roped in an international law firm and a forensic accounting firm to assist in the process.The review is now “substantially” complete, and the committee has “concluded that these allegations were not substantiated.”When Do NIO Earnings Come Out?In another development, NIO is set to report its second-quarter numbers before the market opens on September 7. The Street expects NIO to report a net loss per share of $0.17 for the period.In the last eight quarters, NIO has failed to surpass consensus estimates only three times. In the comparable year-ago period, it reported a net loss per share of $0.06 versus the analysts’ expectations of a net loss per share of $0.09.Furthermore, the company is gearing up to hit the Chinese market with its ES7 SUV and the European market with its ET7 electric sedan. The vehicle deliveries in Europe could potentially boost NIO’s numbers in the fourth quarter.Is NIO Stock a Buy?Shares of the company are up ~8% over the past five days, and analysts are seeing a further 62.4% upside based on a Strong Buy consensus rating and an averageNIO stock price targetof $33.04. Deutsche Bank’sEdison Yuis even more optimistic about NIO with a Buy rating and a price target of $45, which points to a massive 120.5% potential upside. The analyst feels the market is yet to fully take cognizance of NIO’s expanding global footprint.Closing Thoughts – NIO Stock is Starting to Emerging from ChallengesNIO is beginning to emerge from challenges such as the severe COVID-19 lockdown and supply-chain bottlenecks. The findings of the internal review should help shore up investor confidence after the short seller report. All eyes will now be on the quarterly numbers on September 7.","news_type":1,"symbols_score_info":{"NIO":0.9,"NIO.SI":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941876116,"gmtCreate":1680165965536,"gmtModify":1680166127374,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941876116","repostId":"1140106690","repostType":4,"repost":{"id":"1140106690","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680165506,"share":"https://ttm.financial/m/news/1140106690?lang=en_US&edition=fundamental","pubTime":"2023-03-30 16:38","market":"us","language":"en","title":"Faraday Future Continues to Fly 20% Higher in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1140106690","media":"Tiger Newspress","summary":"Faraday Future starts EV production of FF 91 after months-long delay","content":"<html><head></head><body><p>Faraday Future Intelligent Electric Inc said on Wednesday it has started production of its much-delayed first luxury electric car, FF 91 Futurist, at its California factory.</p><p>Faraday Future jumps 20.82% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392b6cd578fedf59890ce131a49d6336\" tg-width=\"784\" tg-height=\"632\"/></p><p>Last November, the Los Angeles-based electric-vehicle company had raised doubts about its ability to continue as a &#34;going concern&#34; and the delivery timeline for FF 91, shortly after it underwent a board reshuffle following a governance dispute with its largest shareholder.</p><p>Delivery of the sports utility vehicle was originally slated to start in late-2022.</p><p>&#34;This shows that FF has entered a new phase under the governance and operation of the new board and management,&#34; founder YT Jia said in a statement.</p><p>The FF 91 Futurist is expected to be offered in both the U.S. and China markets, with initial 2023 sales to begin in Los Angeles, San Francisco, New York, Shanghai and Beijing, the company said.</p><p>Deliveries in the U.S. will begin at the end of April 2023, a spokesperson for Faraday Future told Reuters, but did not give details on who the first customers would be.</p><p>The company has said the latest generation of its car had longer range and better acceleration than rivals such as Tesla Inc&#39;s Model X, Mercedes Benz Maybach S and Rolls Royce Cullinan.</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>Faraday Future Continues to Fly 20% Higher in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFaraday Future Continues to Fly 20% Higher in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-30 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Faraday Future Intelligent Electric Inc said on Wednesday it has started production of its much-delayed first luxury electric car, FF 91 Futurist, at its California factory.</p><p>Faraday Future jumps 20.82% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392b6cd578fedf59890ce131a49d6336\" tg-width=\"784\" tg-height=\"632\"/></p><p>Last November, the Los Angeles-based electric-vehicle company had raised doubts about its ability to continue as a &#34;going concern&#34; and the delivery timeline for FF 91, shortly after it underwent a board reshuffle following a governance dispute with its largest shareholder.</p><p>Delivery of the sports utility vehicle was originally slated to start in late-2022.</p><p>&#34;This shows that FF has entered a new phase under the governance and operation of the new board and management,&#34; founder YT Jia said in a statement.</p><p>The FF 91 Futurist is expected to be offered in both the U.S. and China markets, with initial 2023 sales to begin in Los Angeles, San Francisco, New York, Shanghai and Beijing, the company said.</p><p>Deliveries in the U.S. will begin at the end of April 2023, a spokesperson for Faraday Future told Reuters, but did not give details on who the first customers would be.</p><p>The company has said the latest generation of its car had longer range and better acceleration than rivals such as Tesla Inc&#39;s Model X, Mercedes Benz Maybach S and Rolls Royce Cullinan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140106690","content_text":"Faraday Future Intelligent Electric Inc said on Wednesday it has started production of its much-delayed first luxury electric car, FF 91 Futurist, at its California factory.Faraday Future jumps 20.82% in premarket trading.Last November, the Los Angeles-based electric-vehicle company had raised doubts about its ability to continue as a \"going concern\" and the delivery timeline for FF 91, shortly after it underwent a board reshuffle following a governance dispute with its largest shareholder.Delivery of the sports utility vehicle was originally slated to start in late-2022.\"This shows that FF has entered a new phase under the governance and operation of the new board and management,\" founder YT Jia said in a statement.The FF 91 Futurist is expected to be offered in both the U.S. and China markets, with initial 2023 sales to begin in Los Angeles, San Francisco, New York, Shanghai and Beijing, the company said.Deliveries in the U.S. will begin at the end of April 2023, a spokesperson for Faraday Future told Reuters, but did not give details on who the first customers would be.The company has said the latest generation of its car had longer range and better acceleration than rivals such as Tesla Inc's Model X, Mercedes Benz Maybach S and Rolls Royce Cullinan.","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":3110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274496644161616,"gmtCreate":1708053660843,"gmtModify":1708054754174,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274496644161616","repostId":"2411578365","repostType":2,"repost":{"id":"2411578365","kind":"highlight","pubTimestamp":1708050893,"share":"https://ttm.financial/m/news/2411578365?lang=en_US&edition=fundamental","pubTime":"2024-02-16 10:34","market":"us","language":"en","title":"Why Super Micro Computer Stock Rallied 14% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2411578365","media":"Motley Fool","summary":"The provider of servers used for artificial intelligence (AI) applications got a significant vote of confidence.","content":"<div>\n<p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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 Super Micro Computer Stock Rallied 14% on Thursday</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 Super Micro Computer Stock Rallied 14% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-16 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","BK4585":"ETF&股票定投概念","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","BK4588":"碎股","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","SMCI":"超微电脑","BK4208":"复合型公用事业"},"source_url":"https://www.fool.com/investing/2024/02/15/why-super-micro-computer-stock-rallied-on-thursday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411578365","content_text":"Bank of America initiated coverage on Supermicro with buy rating and a Street-high price target.Its analyst suggests the AI server market may be much bigger than some believe.Despite the stock's meteoric rise over the past year, it remains remarkably inexpensive.Shares of Super Micro Computer , also known as Supermicro, jumped Thursday, climbing as much as 14%.The catalyst that drove the server and storage solution specialist's stock higher was bullish coverage by a major bank.A Street-high price targetBank of America analyst Ruplu Bhattacharya initiated coverage on Supermicro, assigning a buy rating and a Street-high price target of $1,040, according to TheFly. This suggests a potential upside of 18% compared to Wednesday's closing price. This prediction comes despite the stock's dizzying run over the past year, when it notched a gain of 847%.BofA believes AI-fueled demand will continue, driving Supermicro even higher. The analyst further suggested the potential market for AI servers is \"much larger\" than the estimates calculated by his Wall Street colleagues. The bank believes the market for these AI-centric servers could achieve a compound annual growth rate of 50% over the coming three years. Given that Supermicro is a leading provider of AI servers, BofA expects its revenue to \"grow even faster.\"Are those growth rates achievable?Investors questioning the validity of the growth targets in the AI server market may be in for a surprise.Late last year, Bernstein analyst Toni Sacconaghi pointed out that the server market -- which had grown at a compound annual rate of 3% over the preceding 25 years -- was expected to grow at 75% annually between now and 2027. He suggested that this \"unprecedented\" AI server build-out might be happening \"too quickly,\" which could eventually lead to a \"digestion period\" -- analyst-speak for a glut. While his take suggests that growth could eventually stall, that time is still several years down the road.All indications are that sales of Supermicro's servers and other digital storage components will ride the tailwind of AI even higher. While the stock is currently selling for 3 times forward sales, that fails to take into account the company's triple-digit percentage growth rate. Using the more appropriate forward price/earnings-to-growth (PEG) ratio, Supermicro's valuation is 0.4 -- and a stock is generally viewed as undervalued at any PEG ratio below 1.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567144838861432,"gmtCreate":1779492072664,"gmtModify":1779492075568,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"CT","listText":"CT","text":"CT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567144838861432","repostId":"2637345409","repostType":2,"repost":{"id":"2637345409","kind":"highlight","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":1779467061,"share":"https://ttm.financial/m/news/2637345409?lang=en_US&edition=fundamental","pubTime":"2026-05-23 00:24","market":"us","language":"en","title":"Nvidia Crushes Earnings, But AI Chip Supply Crunch Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=2637345409","media":"Benzinga","summary":"Nvidia again showed massive demand, yet the market may be looking for signs that memory supply can expand fast enough to support growth.","content":"<html><body><p><strong>NVIDIA Corp. </strong>(NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.</p>\n<ul>\n<li><strong>NVDA stock is moving. See the chart and price action here. </strong></li>\n</ul>\n<h2><strong>Q1 Details</strong></h2>\n<p>The chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. </p>\n<p>Data center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\n<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n</strong>\n</p>\n</div>\n<p>\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" <strong>Stephen Callahan,</strong> trading behavior specialist at Firstrade, told Benzinga. </p>\n<p>\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. </p>\n<p>Nvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.</p>\n<p>Still, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. </p>\n<p>\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"</p>\n<p>The narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. </p>\n<p>Management also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.</p>\n<h2><strong>Memory Supply Concerns</strong></h2>\n<p>Supply could become the next pressure point. </p>\n<p>Callahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"</p>\n<p>\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.</p>\n<p>Nvidia CEO<strong> Jensen Huang</strong> appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. </p>\n<p>CFO <strong>Colette Kress</strong> added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.</p>\n<h2><strong>The Bottom Line</strong></h2>\n<p>The most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. </p>\n<p>The company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTrump Admin To Take <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n</strong>\n</p>\n</div>\n<p><strong>NVDA Stock Price Activity: </strong>Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. </p>\n<p>Over the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&amp;P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.</p>\n<p><em>Photo: Blossom Stock Studio / Shutterstock </em></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 Crushes Earnings, But AI Chip Supply Crunch Looms</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 Crushes Earnings, But AI Chip Supply Crunch Looms\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\">2026-05-23 00:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>NVIDIA Corp. </strong>(NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.</p>\n<ul>\n<li><strong>NVDA stock is moving. See the chart and price action here. </strong></li>\n</ul>\n<h2><strong>Q1 Details</strong></h2>\n<p>The chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. </p>\n<p>Data center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\n<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n</strong>\n</p>\n</div>\n<p>\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" <strong>Stephen Callahan,</strong> trading behavior specialist at Firstrade, told Benzinga. </p>\n<p>\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. </p>\n<p>Nvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.</p>\n<p>Still, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. </p>\n<p>\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"</p>\n<p>The narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. </p>\n<p>Management also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.</p>\n<h2><strong>Memory Supply Concerns</strong></h2>\n<p>Supply could become the next pressure point. </p>\n<p>Callahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"</p>\n<p>\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.</p>\n<p>Nvidia CEO<strong> Jensen Huang</strong> appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. </p>\n<p>CFO <strong>Colette Kress</strong> added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.</p>\n<h2><strong>The Bottom Line</strong></h2>\n<p>The most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. </p>\n<p>The company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTrump Admin To Take <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n</strong>\n</p>\n</div>\n<p><strong>NVDA Stock Price Activity: </strong>Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. </p>\n<p>Over the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&amp;P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.</p>\n<p><em>Photo: Blossom Stock Studio / Shutterstock </em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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\"M\" (SGDHDG)INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4588":"碎股","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC"},"source_url":"https://www.benzinga.com/markets/tech/26/05/52750657/nvidia-crushes-earnings-but-ai-chip-supply-crunch-looms","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637345409","content_text":"NVIDIA Corp. (NASDAQ:NVDA) delivered another blowout quarter on Wednesday, beating Wall Street expectations on both revenue and earnings as demand for AI infrastructure continued to power growth across its data center business.\n\nNVDA stock is moving. See the chart and price action here. \n\nQ1 Details\nThe chipmaker reported fiscal first-quarter revenue of $81.6 billion, up 85% year-over-year and above analyst estimates of about $79.15 billion, while adjusted earnings came in at $1.87 per share versus expectations of $1.77 per share. \nData center revenue surged to $75.2 billion, representing roughly 92% of total sales, as hyperscalers and enterprise customers continued racing to build out AI computing capacity.\n\n\n\nRead Also:\n\nNvidia Says 'Demand Has Gone Parabolic' — Here's Why, Plus 5 AI Stocks To Watch\n\n\n\n\"Nvidia beat analysts' estimates on both the top and bottom lines and offered second-quarter guidance better than Wall Street was expecting,\" Stephen Callahan, trading behavior specialist at Firstrade, told Benzinga. \n\"In addition, the company increased its quarterly dividend from a penny a share to 25 cents per share. That tells the market the company has a lot of confidence in its cash flow,\" he added. \nNvidia also authorized an additional $80 billion in share repurchases, adding another shareholder-return lever alongside the dividend increase.\nStill, Callahan suggested the results may reinforce, rather than reset, the existing investor narrative around Nvidia. \n\"So, Nvidia is crushing it, performing on all cylinders, but that's almost expected at this point,\" he said. \"I think there's nothing there to change the narrative.\"\nThe narrative remains centered on Nvidia's commanding position in AI accelerators and the ability of its Blackwell platform to keep pace with massive data center demand. \nManagement also pointed to continued strength in gross margins, with non-GAAP gross margin at 75%, while forecasting a similar level for the current quarter.\nMemory Supply Concerns\nSupply could become the next pressure point. \nCallahan said the biggest constraint on Nvidia's growth may be the \"tight supply of memory chips due to the immense global demand from hyperscalers to build AI data centers.\"\n\"While this will allow the chip makers to raise their prices, it will constrain their growth,\" Callahan said.\nNvidia CEO Jensen Huang appeared to acknowledge that supply remains a limiting factor, telling analysts on the company's earnings call that the VeraRubin system \"will remain supply-constrained for the foreseeable future\" amid strong demand. \nCFO Colette Kress added that Nvidia is managing \"ongoing supply chain challenges,\" while pointing to rising committed supply as evidence the company is working to meet robust market demand.\nThe Bottom Line\nThe most recent quarter highlighted a familiar tension for Nvidia investors: Fundamentals remain exceptional, but the bar is increasingly difficult to clear. \nThe company again demonstrated massive demand, pricing power and cash-generation capacity, yet the market may be looking for signs that supply can expand fast enough to support the next phase of AI growth.\n\n\n\nRead Also:\n\nTrump Admin To Take Quantum Stakes — D-Wave, Rigetti, IonQ Stocks Pop\n\n\n\nNVDA Stock Price Activity: Nvidia stock was down 1.14% at $217 at the time of publication on Friday, according to Benzinga Pro data. \nOver the past month, NVDA has gained about 8.2% versus a 5.3% rise in the S&P 500 and is up roughly 15% year-to-date compared to the index’s 8.9% gain.\nPhoto: Blossom Stock Studio / Shutterstock","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVDX":0.6,"NVDL":0.6,"NVDD":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVD3.UK":0.6,"07788":0.6,"NVDG":0.6,"NVDA":1.97,"NVD":0.6,"NVDS":0.6,"NVDU":0.6,"NVDQ":0.6,"NVDO":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"ANV":0.6,"07388":0.6,"NVII":0.6,"NVDY":0.6,"NVDB":0.6,"NVDW":0.6}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":547005326852888,"gmtCreate":1774570638527,"gmtModify":1774570640637,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/547005326852888","repostId":"1143443369","repostType":2,"repost":{"id":"1143443369","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1774567287,"share":"https://ttm.financial/m/news/1143443369?lang=en_US&edition=fundamental","pubTime":"2026-03-27 07:21","market":"us","language":"en","title":"Chip Selloff Deepens After Google Touts Memory Breakthrough","url":"https://stock-news.laohu8.com/highlight/detail?id=1143443369","media":"Tiger Newspress","summary":"Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial...","content":"<html><head></head><body><p>Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial intelligence development.</p><p style=\"text-align: start;\">Samsung Electronics Co. and SK Hynix Inc., South Korean leaders in the market, both fell at least 6% in Seoul. In the US, Micron Technology Inc., Western Digital Corp. and SanDisk Corp. all slid at least 7% in US trading, after they closed lower on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d394fb286367e7c13ae204e9c14121c\" title=\"\" tg-width=\"494\" tg-height=\"526\"/></p><p>Memory chip companies had been on a tear in recent months as surging investment in AI infrastructure led to shortages, triggering a spike in chip prices and profit. SK Hynix and Samsung shares had soared more than 50% this year through Wednesday, while long-time laggard Kioxia Holdings Corp. had more than doubled.</p><p style=\"text-align: start;\">Google’s new technology could alleviate the supply crunch, potentially pushing down prices. The company publicized the research on X this week, although it had originally come out last year.</p><p style=\"text-align: start;\">Google said its TurboQuant algorithm can cut the amount of memory required to run large language models by at least a factor of six, reducing the overall cost of training artificial intelligence. Investors may be concerned that this could reduce the need for memory from hyperscalers, the largest data center operators. That would push down the prices for components that are also used in smartphones and consumer electronics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb68c50ffd996a36fb329f207696492b\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Four hyperscalers, led by Amazon.com Inc. and Google, plan to spend about $650 billion this year to build data centers, scooping up Nvidia Corp.’s AI accelerators and related memory chips.</p><p>SK Group Chairman Chey Tae-won recently said that the memory chip crunch will last until 2030.</p><p>Morgan Stanley analyst Shawn Kim wrote in a note the impact of Google’s research on the industry should be more positive because it affects a critical bottleneck. It improves the efficiency of what’s known as the key value cache used for inference, or running AI models.</p><p>“If models can run with materially lower memory requirements without losing performance, the cost of serving each query drops meaningfully, resulting in more profitable AI deployment,” he wrote.</p><p>Like many of the bulls in the AI industry and analyst community, he cited a theory known as the Jevons Paradox. It’s a concept from an English economist about coal production stating that the more efficient technology becomes, the more demand will rise.</p><p>The 19th century premise was also cited by JPMorgan Chase &amp; Co. and Citigroup Inc. JPMorgan analysts said that investors may take profits on the news, but there’s no near-term threat to memory consumption.</p><p>The tech community also brought up the same theory last year when DeepSeek’s low-cost AI model sparked fears of a reduced need for more advanced technology.</p><p>TurboQuant is positive for hyperscalers given the return on investment opportunity, Morgan Stanley’s Kim wrote. It may be beneficial for memory makers in the longer term, as “a lower cost per token can also lead to higher product adoption demand.”</p><p>The Google development may make “little difference to demand given the extreme supply constraints,” Ortus Advisors analyst Andrew Jackson wrote in a note on the data platform Smartkarma.</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>Chip Selloff Deepens After Google Touts Memory Breakthrough</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\">\nChip Selloff Deepens After Google Touts Memory Breakthrough\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-03-27 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial intelligence development.</p><p style=\"text-align: start;\">Samsung Electronics Co. and SK Hynix Inc., South Korean leaders in the market, both fell at least 6% in Seoul. In the US, Micron Technology Inc., Western Digital Corp. and SanDisk Corp. all slid at least 7% in US trading, after they closed lower on Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d394fb286367e7c13ae204e9c14121c\" title=\"\" tg-width=\"494\" tg-height=\"526\"/></p><p>Memory chip companies had been on a tear in recent months as surging investment in AI infrastructure led to shortages, triggering a spike in chip prices and profit. SK Hynix and Samsung shares had soared more than 50% this year through Wednesday, while long-time laggard Kioxia Holdings Corp. had more than doubled.</p><p style=\"text-align: start;\">Google’s new technology could alleviate the supply crunch, potentially pushing down prices. The company publicized the research on X this week, although it had originally come out last year.</p><p style=\"text-align: start;\">Google said its TurboQuant algorithm can cut the amount of memory required to run large language models by at least a factor of six, reducing the overall cost of training artificial intelligence. Investors may be concerned that this could reduce the need for memory from hyperscalers, the largest data center operators. That would push down the prices for components that are also used in smartphones and consumer electronics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb68c50ffd996a36fb329f207696492b\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Four hyperscalers, led by Amazon.com Inc. and Google, plan to spend about $650 billion this year to build data centers, scooping up Nvidia Corp.’s AI accelerators and related memory chips.</p><p>SK Group Chairman Chey Tae-won recently said that the memory chip crunch will last until 2030.</p><p>Morgan Stanley analyst Shawn Kim wrote in a note the impact of Google’s research on the industry should be more positive because it affects a critical bottleneck. It improves the efficiency of what’s known as the key value cache used for inference, or running AI models.</p><p>“If models can run with materially lower memory requirements without losing performance, the cost of serving each query drops meaningfully, resulting in more profitable AI deployment,” he wrote.</p><p>Like many of the bulls in the AI industry and analyst community, he cited a theory known as the Jevons Paradox. It’s a concept from an English economist about coal production stating that the more efficient technology becomes, the more demand will rise.</p><p>The 19th century premise was also cited by JPMorgan Chase &amp; Co. and Citigroup Inc. JPMorgan analysts said that investors may take profits on the news, but there’s no near-term threat to memory consumption.</p><p>The tech community also brought up the same theory last year when DeepSeek’s low-cost AI model sparked fears of a reduced need for more advanced technology.</p><p>TurboQuant is positive for hyperscalers given the return on investment opportunity, Morgan Stanley’s Kim wrote. It may be beneficial for memory makers in the longer term, as “a lower cost per token can also lead to higher product adoption demand.”</p><p>The Google development may make “little difference to demand given the extreme supply constraints,” Ortus Advisors analyst Andrew Jackson wrote in a note on the data platform Smartkarma.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143443369","content_text":"Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial intelligence development.Samsung Electronics Co. and SK Hynix Inc., South Korean leaders in the market, both fell at least 6% in Seoul. In the US, Micron Technology Inc., Western Digital Corp. and SanDisk Corp. all slid at least 7% in US trading, after they closed lower on Wednesday.Memory chip companies had been on a tear in recent months as surging investment in AI infrastructure led to shortages, triggering a spike in chip prices and profit. SK Hynix and Samsung shares had soared more than 50% this year through Wednesday, while long-time laggard Kioxia Holdings Corp. had more than doubled.Google’s new technology could alleviate the supply crunch, potentially pushing down prices. The company publicized the research on X this week, although it had originally come out last year.Google said its TurboQuant algorithm can cut the amount of memory required to run large language models by at least a factor of six, reducing the overall cost of training artificial intelligence. Investors may be concerned that this could reduce the need for memory from hyperscalers, the largest data center operators. That would push down the prices for components that are also used in smartphones and consumer electronics.Four hyperscalers, led by Amazon.com Inc. and Google, plan to spend about $650 billion this year to build data centers, scooping up Nvidia Corp.’s AI accelerators and related memory chips.SK Group Chairman Chey Tae-won recently said that the memory chip crunch will last until 2030.Morgan Stanley analyst Shawn Kim wrote in a note the impact of Google’s research on the industry should be more positive because it affects a critical bottleneck. It improves the efficiency of what’s known as the key value cache used for inference, or running AI models.“If models can run with materially lower memory requirements without losing performance, the cost of serving each query drops meaningfully, resulting in more profitable AI deployment,” he wrote.Like many of the bulls in the AI industry and analyst community, he cited a theory known as the Jevons Paradox. It’s a concept from an English economist about coal production stating that the more efficient technology becomes, the more demand will rise.The 19th century premise was also cited by JPMorgan Chase & Co. and Citigroup Inc. JPMorgan analysts said that investors may take profits on the news, but there’s no near-term threat to memory consumption.The tech community also brought up the same theory last year when DeepSeek’s low-cost AI model sparked fears of a reduced need for more advanced technology.TurboQuant is positive for hyperscalers given the return on investment opportunity, Morgan Stanley’s Kim wrote. It may be beneficial for memory makers in the longer term, as “a lower cost per token can also lead to higher product adoption demand.”The Google development may make “little difference to demand given the extreme supply constraints,” Ortus Advisors analyst Andrew Jackson wrote in a note on the data platform Smartkarma.","news_type":1,"symbols_score_info":{"GOOGL":2,"MU":2}},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501062366085656,"gmtCreate":1763371475288,"gmtModify":1763371477315,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a>&nbsp;","text":"$Quantum Computing Inc.(QUBT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501062366085656","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":412164836225608,"gmtCreate":1741646299942,"gmtModify":1741646301028,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/412164836225608","isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382618286182696,"gmtCreate":1734420900548,"gmtModify":1734420903625,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382618286182696","isVote":1,"tweetType":1,"viewCount":2622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276626945011824,"gmtCreate":1708566057921,"gmtModify":1708567088080,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276626945011824","repostId":"1124711897","repostType":2,"repost":{"id":"1124711897","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1708552800,"share":"https://ttm.financial/m/news/1124711897?lang=en_US&edition=fundamental","pubTime":"2024-02-22 06:00","market":"us","language":"en","title":"Nvidia Stock Jumps As Forecast Tops First-Quarter Revenue Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1124711897","media":"Reuters","summary":"Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artifi","content":"<html><head></head><body><p>Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artificial-intelligence chips.</p><p>Nvidia&#39;s fourth-quarter revenue beat estimates by a 7% margin. But for the first three quarters of 2023, Nvidia had reported quarterly revenue that beat analysts&#39; estimates by between 10% and 20%.</p><p>The company forecast current-quarter revenue of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Shares of the Santa Clara, California-based company jumped more than 9% in volatile after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e986b735ab767f0658a68ebf599e8e1\" tg-width=\"842\" tg-height=\"620\"/></p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla, which averaged $22 billion per day over the same period.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (2330.TW), opens new tab (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</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 Jumps As Forecast Tops First-Quarter Revenue Estimates</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 Jumps As Forecast Tops First-Quarter Revenue Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-22 06:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artificial-intelligence chips.</p><p>Nvidia&#39;s fourth-quarter revenue beat estimates by a 7% margin. But for the first three quarters of 2023, Nvidia had reported quarterly revenue that beat analysts&#39; estimates by between 10% and 20%.</p><p>The company forecast current-quarter revenue of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.</p><p>Shares of the Santa Clara, California-based company jumped more than 9% in volatile after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e986b735ab767f0658a68ebf599e8e1\" tg-width=\"842\" tg-height=\"620\"/></p><p>Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.</p><p>As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla, which averaged $22 billion per day over the same period.</p><p>Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.</p><p>The already-hefty demand for the company&#39;s data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia&#39;s silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.</p><p>The AI frontrunner&#39;s supply chains, which have been unable to match the soaring demand for Nvidia&#39;s chips, are also improving.</p><p>Analysts expect major supplier Taiwan Semiconductor Manufacturing Co&#39;s (2330.TW), opens new tab (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.</p><p>The AI poster child&#39;s revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.</p><p>Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.</p><p>Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124711897","content_text":"Feb 21 (Reuters) - Chip designer Nvidia shares surged in after-hours trading on Wednesday after the company forecast revenue above estimates, banking on towering demand for its industry-leading artificial-intelligence chips.Nvidia's fourth-quarter revenue beat estimates by a 7% margin. But for the first three quarters of 2023, Nvidia had reported quarterly revenue that beat analysts' estimates by between 10% and 20%.The company forecast current-quarter revenue of $24.0 billion, plus or minus 2%. Analysts on average were expecting revenue of $22.17 billion, according to LSEG data.Shares of the Santa Clara, California-based company jumped more than 9% in volatile after-hours trading.Nvidia stock has gained more than 30% so far this year as it jockeys with Amazon.com and Alphabet for a spot among the most valuable companies.As of Feb. 20, about $30 billion worth of Nvidia shares changed hands daily on average over the past 30 sessions, pulling ahead of electric vehicle maker Tesla, which averaged $22 billion per day over the same period.Sales at the data center segment - its largest by revenue share, grew 409% to $18.4 billion in the fiscal fourth quarter, coming in above estimates of $16.8 billion, according to LSEG data. Data center revenue grew close to 280% in the previous quarter.The already-hefty demand for the company's data center chips and graphics processing units (GPUs) continues to grow as firms scramble to expand their AI offerings. Nvidia's silicon dominates the global market for AI chips, where it counts the likes of Microsoft among its customers.The AI frontrunner's supply chains, which have been unable to match the soaring demand for Nvidia's chips, are also improving.Analysts expect major supplier Taiwan Semiconductor Manufacturing Co's (2330.TW), opens new tab (TSMC) advanced packaging capacity to improve in the first half of the year. This will allow Nvidia to work through the central bottleneck to deliver more chips to customers.The AI poster child's revenue has continued to grow despite tightened restrictions on trade with one of its largest markets: China.Nvidia reported fourth-quarter revenue of $22.10 billion, beating estimates of $20.62 billion. Adjusted for certain items, fourth-quarter earnings were $5.16 a share, compared with estimates of $4.64 a share, according to LSEG data.Nvidia expects its first-quarter adjusted gross margin to be 77%, plus or minus 50 basis points. Analysts on average forecast gross margin of 75.6%.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994804967,"gmtCreate":1661587894662,"gmtModify":1676536547149,"author":{"id":"3577190626091974","authorId":"3577190626091974","name":"Yih","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577190626091974","authorIdStr":"3577190626091974"},"themes":[],"title":"","htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994804967","repostId":"1145230290","repostType":2,"repost":{"id":"1145230290","kind":"news","pubTimestamp":1661577025,"share":"https://ttm.financial/m/news/1145230290?lang=en_US&edition=fundamental","pubTime":"2022-08-27 13:10","market":"us","language":"en","title":"NIO Concludes Internal Review of Seller Report; Street Says Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1145230290","media":"TipRanks","summary":"Shares of the company are up ~8% over the past five days, and analysts are seeing a further 62.4% upside based on a Strong Buy consensus rating and an averageNIO stock price targetof $33.04. Deutsche Bank’sEdison Yuis even more optimistic about NIO with a Buy rating and a price target of $45, which points to a massive 120.5% potential upside. The analyst feels the market is yet to fully take cognizance of NIO’s expanding global footprint.Closing Thoughts – NIO Stock is Starting to Emerging from ","content":"<div>\n<p>Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7....</p>\n\n<a href=\"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>NIO Concludes Internal Review of Seller Report; Street Says Buy</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\">\nNIO Concludes Internal Review of Seller Report; Street Says Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7....</p>\n\n<a href=\"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145230290","content_text":"Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7.Smart EV maker NIO Inc.  has provided an update on its independent internal review of the allegations made by short-seller Grizzly Research in June about the company exaggerating its numbers. In response, NIO had set up an independent committee of its Board of directors to review the allegations. The committee had also roped in an international law firm and a forensic accounting firm to assist in the process.The review is now “substantially” complete, and the committee has “concluded that these allegations were not substantiated.”When Do NIO Earnings Come Out?In another development, NIO is set to report its second-quarter numbers before the market opens on September 7. The Street expects NIO to report a net loss per share of $0.17 for the period.In the last eight quarters, NIO has failed to surpass consensus estimates only three times. In the comparable year-ago period, it reported a net loss per share of $0.06 versus the analysts’ expectations of a net loss per share of $0.09.Furthermore, the company is gearing up to hit the Chinese market with its ES7 SUV and the European market with its ET7 electric sedan. The vehicle deliveries in Europe could potentially boost NIO’s numbers in the fourth quarter.Is NIO Stock a Buy?Shares of the company are up ~8% over the past five days, and analysts are seeing a further 62.4% upside based on a Strong Buy consensus rating and an averageNIO stock price targetof $33.04. Deutsche Bank’sEdison Yuis even more optimistic about NIO with a Buy rating and a price target of $45, which points to a massive 120.5% potential upside. The analyst feels the market is yet to fully take cognizance of NIO’s expanding global footprint.Closing Thoughts – NIO Stock is Starting to Emerging from ChallengesNIO is beginning to emerge from challenges such as the severe COVID-19 lockdown and supply-chain bottlenecks. The findings of the internal review should help shore up investor confidence after the short seller report. All eyes will now be on the quarterly numbers on September 7.","news_type":1,"symbols_score_info":{"NIO":0.9,"NIO.SI":0.9,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}