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04-27 22:12

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@ETF Tracker:Tesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?

04-27 13:01

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@MaverickWealthBuilder:BIG TECH WEEKLY | Why META down while GOOG up with same AI CapEx?

04-25 11:50

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Meta's Miss Sparks Fear in Tech World With More Earnings Ahead

04-24

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Nvidia: No Reason For An AI Panic

04-23

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UBS Downgrades "Big 6" on Earnings Momentum Reversal; Maintains Overweight in Rest of TECH+

04-20

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Nvidia's Stock Plunge Leads "Magnificent Seven" to a Record Weekly Market-Cap Loss

04-20

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04-19

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Nvidia Won AI's First Round. Now the Competition Is Heating Up

04-18

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Why TSMC Stock Is Dropping After Earnings Beat Expectations

04-18

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Nvidia, Chip Stocks Drop Into Correction as Rate Bets Shift

04-17

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Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform

04-16

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AMD, Arm, Nvidia in Spotlight As Evercore Initiates Coverage on Semiconductor Stocks

04-16

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Tesla Stock Breached Support. This Is Where It's Headed

04-15

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Wall Street Favorites: 3 Magnificent 7 Stocks With Strong Buy Ratings for April 2024

04-15

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Should You Buy Palantir Stock Before the Next S&P 500 Rebalancing in June?

04-13

This happens to me too 😭😭😭

04-11

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04-11

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Don't Be Fooled! The Nvidia Stock Pullback Is a Gift.

04-10

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Coinbase Stock Has 25% Upside, According to 1 Wall Street Analyst

04-10

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Nvidia's Stock Enters a Correction. Here's Where the Other Magnificent Seven Stocks Stand

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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299858382114880","repostId":"299907969150984","repostType":1,"repost":{"id":299907969150984,"gmtCreate":1714225570901,"gmtModify":1714225608010,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Tesla's Financial Report: Navigating Optimism and Growth Challenges, Where to Invest?","htmlText":"Many have described Tesla's latest financial report and conference call as \"Amazing words, horrible numbers.\"On Wednesday, Tesla's stock price surged by over 14%, marking its largest increase since 2021. 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On Thursday, Tesla's stock price continued to rise by nearly 5%.Correspondingly, the price of Direxion Daily TSLA Bull 2X Shares (TSLL), totaling $750 million, increased by over 33% over two days.Even the Consumer Discretionary Select Sector SPDR Fund (XLY), valued at $19 billion, saw a rise of over 1%, outperforming the S&P 500 index. This ETF holds over 11% of its portfolio in Tesla stocks.Significant Growth SlowdownTesla's financial report confirms investors' concerns about its first-quarter financial situation.Adjusted earnings per share were $0.45, a decrease of 47% compared to th","images":[{"img":"https://community-static.tradeup.com/news/7accdb7d48e7d9b41bf4d120e88e8a94","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299907969150984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299723345477768,"gmtCreate":1714194067473,"gmtModify":1714194069494,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299723345477768","repostId":"299456783233024","repostType":1,"repost":{"id":299456783233024,"gmtCreate":1714115322783,"gmtModify":1714119695592,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"BIG TECH WEEKLY | Why META down while GOOG up with same AI CapEx?","htmlText":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> with a sentiment reversal of +13.51%, followed by <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , which was unaffected by earnings,","listText":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> with a sentiment reversal of +13.51%, followed by <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , which was unaffected by earnings,","text":"Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, $Tesla Motors(TSLA)$ with a sentiment reversal of +13.51%, followed by $Apple(AAPL)$ , which was unaffected by earnings,","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/3cfd7ce8a2dec1690841c9abe3fef014","width":"1152","height":"298"},{"img":"https://community-static.tradeup.com/news/557ac605f0c4ba8584a5c363ebdfcbaf","width":"1043","height":"582"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299456783233024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299042761375992,"gmtCreate":1714017052944,"gmtModify":1714017056627,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299042761375992","repostId":"1189422876","repostType":2,"repost":{"id":"1189422876","pubTimestamp":1714016382,"share":"https://www.laohu8.com/m/news/1189422876?lang=&edition=full","pubTime":"2024-04-25 11:39","market":"us","language":"en","title":"Meta's Miss Sparks Fear in Tech World With More Earnings Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1189422876","media":"Bloomberg","summary":"Those concerns weighed on the shares of Nvidia Corp., the biggest beneficiary of spending on AI computing. The stock fell 1.65%. Other chipmakers including Micron Technology Inc. and Advanced Micro Devices Inc. also dropped.Server makers Super Micro Computer Inc. and Dell Technologies Inc. fell more than 3%, while software maker Palantir Technologies Inc. dropped 2%.Elsewhere in technology, International Business Machines Corp. and software maker ServiceNow Inc. added to the gloom as their share","content":"<html><head></head><body><ul style=\"\"><li><p>Amazon, Alphabet and Microsoft shares slip after Meta report</p></li><li><p>Social media companies also tumble in post-market trading</p></li></ul><p>A disappointing earnings report from Meta Platforms Inc. has technology investors on edge ahead of results from some of the stock market’s biggest and most important companies in the coming days.</p><p style=\"text-align: start;\">Shares of Facebook’s parent were down as much as 15% in after-hours trading and an exchange-traded fund that tracks the tech-heavy Nasdaq 100 Index fell as much as 1% after Meta forecast weaker-than-expected sales in the current quarter while targeting higher capital expenditures.</p><p style=\"text-align: start;\">“While Meta will employ AI in its work, right now it doesn’t seem to be the biggest beneficiary of AI adoption,” said Jack Ablin, chief investment officer at Cresset Wealth Advisors. “The disappointment on the revenue side is overshadowing any optimism about AI. It’s hard to tell what the benefit will be to users, and while AI could ultimately mean some cost savings down the line, that isn’t visible yet.”</p><p>Alphabet Inc., which reports earnings on Thursday along with Microsoft Corp., was among the biggest decliners. Amazon.com Inc., which has results due on April 30, dropped 2.5%. Social media companies Snap Inc. and Pinterest Inc. each fell about 5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35b2639beb42277ddbda79df571a35fc\" tg-width=\"462\" tg-height=\"373\"/></p><p style=\"text-align: start;\">Meta’s earnings raise questions that go beyond its specific business to the heart of the broader AI investment thesis, according to analysts at Lynx Equity Strategies.</p><p style=\"text-align: start;\">“For all of this attention on AI, why isn’t the company able to beat June expectations,” Lynx analysts KC Rajkumar and Jahanara Ahmed said. “Is the monetization of gen AI on track with management’s expectations?”</p><p style=\"text-align: start;\">Those concerns weighed on the shares of Nvidia Corp., the biggest beneficiary of spending on AI computing. The stock fell 1.65%. Other chipmakers including Micron Technology Inc. and Advanced Micro Devices Inc. also dropped.</p><p style=\"text-align: start;\">Server makers Super Micro Computer Inc. and Dell Technologies Inc. fell more than 3%, while software maker Palantir Technologies Inc. dropped 2%.</p><p style=\"text-align: start;\">Elsewhere in technology, International Business Machines Corp. and software maker ServiceNow Inc. added to the gloom as their shares slumped 8.5% and 5.5%, respectively, after their own earnings reports.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta's Miss Sparks Fear in Tech World With More Earnings Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta's Miss Sparks Fear in Tech World With More Earnings Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-24/meta-s-miss-sparks-fear-in-tech-world-with-big-earnings-looming?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon, Alphabet and Microsoft shares slip after Meta reportSocial media companies also tumble in post-market tradingA disappointing earnings report from Meta Platforms Inc. has technology investors ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-24/meta-s-miss-sparks-fear-in-tech-world-with-big-earnings-looming?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","GOOGL":"谷歌A","META":"Meta Platforms","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-24/meta-s-miss-sparks-fear-in-tech-world-with-big-earnings-looming?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189422876","content_text":"Amazon, Alphabet and Microsoft shares slip after Meta reportSocial media companies also tumble in post-market tradingA disappointing earnings report from Meta Platforms Inc. has technology investors on edge ahead of results from some of the stock market’s biggest and most important companies in the coming days.Shares of Facebook’s parent were down as much as 15% in after-hours trading and an exchange-traded fund that tracks the tech-heavy Nasdaq 100 Index fell as much as 1% after Meta forecast weaker-than-expected sales in the current quarter while targeting higher capital expenditures.“While Meta will employ AI in its work, right now it doesn’t seem to be the biggest beneficiary of AI adoption,” said Jack Ablin, chief investment officer at Cresset Wealth Advisors. “The disappointment on the revenue side is overshadowing any optimism about AI. It’s hard to tell what the benefit will be to users, and while AI could ultimately mean some cost savings down the line, that isn’t visible yet.”Alphabet Inc., which reports earnings on Thursday along with Microsoft Corp., was among the biggest decliners. Amazon.com Inc., which has results due on April 30, dropped 2.5%. Social media companies Snap Inc. and Pinterest Inc. each fell about 5%.Meta’s earnings raise questions that go beyond its specific business to the heart of the broader AI investment thesis, according to analysts at Lynx Equity Strategies.“For all of this attention on AI, why isn’t the company able to beat June expectations,” Lynx analysts KC Rajkumar and Jahanara Ahmed said. “Is the monetization of gen AI on track with management’s expectations?”Those concerns weighed on the shares of Nvidia Corp., the biggest beneficiary of spending on AI computing. The stock fell 1.65%. Other chipmakers including Micron Technology Inc. and Advanced Micro Devices Inc. also dropped.Server makers Super Micro Computer Inc. and Dell Technologies Inc. fell more than 3%, while software maker Palantir Technologies Inc. dropped 2%.Elsewhere in technology, International Business Machines Corp. and software maker ServiceNow Inc. added to the gloom as their shares slumped 8.5% and 5.5%, respectively, after their own earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298743189143568,"gmtCreate":1713967265291,"gmtModify":1713967268624,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298743189143568","repostId":"2429124495","repostType":2,"repost":{"id":"2429124495","pubTimestamp":1713967200,"share":"https://www.laohu8.com/m/news/2429124495?lang=&edition=full","pubTime":"2024-04-24 22:00","market":"us","language":"en","title":"Nvidia: No Reason For An AI Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2429124495","media":"Seeking Alpha","summary":"Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.TSMC guided to strong 2024 growth rates of over 20% due to AI demand.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.</p></li><li><p>TSMC guided to strong 2024 growth rates of over 20% due to AI demand.</p></li><li><p>Super Micro Computer&#39;s lack of a guide up for the March quarter does not indicate a sudden drying up of AI demand.</p></li><li><p>The stock is fairly valued at 25x FY26 EPS targets, though investors need to ultimately price in margin compression in the future.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>The stock market wasn&#39;t in a good mood last week and the AI stocks took a beating. <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) slumped 10% on Friday and over 200 points from the high from last month without even a negative data point. My investment thesis remains Neutral on Nvidia, as the stock got too stretched on the big rally to $974.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41a9300f8d4f85d15262c821f8fffbc6\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"996\" tg-height=\"442\"/><span>Source: Finviz</span></p><h2 id=\"id_3445114534\">Solid AI Data Points</h2><p>Nvidia collapsed last week due to the stock getting far ahead of the actual results. The AI related data points from last week weren&#39;t negative, though the market made such interpretations.</p><p>The main tidbit was <strong>Taiwan Semiconductor Manufacturing Company Limited</strong> (NYSE:TSM), aka <strong>TSMC </strong>guided to strong 2024 growth rates of over 20% due to strong AI demand. The foundry company did downgrade overall chip demand, but TSMC suggested the issue was traditional server CPU chip demand favoring chip production for Nvidia over foundry chips produced by <strong>Intel</strong> (INTC):</p><p>On the Q4 &#39;23 earnings call, the CEO C.C. Wei made the following statement:</p><blockquote><p>The budget for a hyperscale player, their wallet share shifted from traditional server to AI server is favorable for TSMC. And we are able to capture most of the semiconductor content in an AI server&#39;s area as we define the GPU, networking processor, et cetera. Well, we have a lower presence in those CPU-only, CPU-centric traditional server. So we expect our growth will be very healthy.</p></blockquote><p>The secondary tidbit was <strong>Super Micro Computer</strong> (SMCI) announcing the FQ3 &#39;24 earnings call without the company updating guidance. The stock market interpreted the server and storage solutions company as providing a bad signal for the blow away AI GPU demand via strong guide ups for the last few quarters. The reality is that Super Micro doesn&#39;t have a consistent pattern of guiding up as follows:</p><ul style=\"\"><li><p>FQ3&#39;24–April 19, 2024: No Guidance Update</p></li><li><p>FQ2&#39;24–January 18, 2024: Net Sales $3.6 to $3.65B vs. $2.7 to $2.8B</p></li><li><p>FQ1&#39;24–October 18, 2023: No Guidance Update</p></li><li><p>FQ4&#39;23–July 20, 2023: Net Sales $2.15 to $2.18B vs. $1.7 to $1.9B</p></li><li><p>FQ3&#39;23–April 24, 2023: Net Sales of $1.28B vs. $1.47B.</p></li></ul><p>The odd part about the huge negative reaction to Super Micro announcing the FQ3 &#39;24 earnings call update without a big guide up is that the company had only guided up during 2 of the prior 4 quarters. Revenues tripled from the time of the FQ3 &#39;23 disappointment pre-announcement until the reported FQ2 &#39;24 report. In addition, the server solutions company reported meager results in FQ1 &#39;24 when the company didn&#39;t guide up similar to this quarter.</p><p>Due to seasonality, the March quarter is usually slow for the semiconductor space. The consensus analyst estimates are inline with company guidance for 200% growth at $3.94 billion and analysts forecast a massive step up in the June quarter to sales of $4.88 billion.</p><p>Any investor trying to read negativity into the Super Micro lack of a guide up for the March quarter is over extrapolating far too much. Nvidia, <strong>Advanced Micro Devices</strong> (AMD) and others in the AI chip race have all prescribed to a market with vastly higher demand over the next 5+ years.</p><p>AMD continues to forecast AI chips sales of $400 billion by 2027. The AI training and inference market dominated by Nvidia GPU sales is forecast to reach $600 billion alone by around 2030.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aaa41024ae925cf3476a7dec4f6858de\" alt=\"Source: Beth Kindig/Twitter\" title=\"Source: Beth Kindig/Twitter\" tg-width=\"640\" tg-height=\"693\"/><span>Source: Beth Kindig/Twitter</span></p><p>Nvidia released the new Blackwell GPUs to further the leadership. The Blackwell B200 GPU “superchip” was predicted to offer substantially higher LLM inference workload performance while reducing the energy consumption by up to 25x over the H100 GPU. These new GPUs might cost up to $40K and don&#39;t provide any indication of how AI demand would suddenly dry up.</p><h2 id=\"id_88783120\">Paying The Right Price</h2><p>As my previous research highlighted, Nvidia was already aggressively priced at over $600 with a recommendation for investors to look at an option to exit the position on a further rally. The stock soared to $974 on an irrational appetite for AI investments that is now fading, at least in the short term.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38059fe2ec41ebb5bf68d23c0ed59bc1\" alt=\"Source: Stone Fox Capital\" title=\"Source: Stone Fox Capital\" tg-width=\"640\" tg-height=\"204\"/><span>Source: Stone Fox Capital</span></p><p>Nvidia is forecast to reach FY25 (2024) sales of $112 billion, with those numbers growing to top $160 billion by FY27. The company is forecast to see sales growth rates to normalize by the end of the fiscal year, with FQ1 &#39;26 sales growth forecast to dip below 30%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a701a40499d0d43a8a7d0cbf324702bc\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"181\"/><span>Source: Seeking Alpha</span></p><p>The AI GPU company last reported results in late February with massive revenues of $22 billion, smashing analyst targets. Nvidia guided to FQ1&#39;25 sales of $24 billion, easily surpassing analyst estimates by $2 billion, though the guide up only amounts to just 10% of revenues now versus the original quarterly estimate smash of $4 billion and over 50% of revenue estimates of only $7 billion.</p><p>Nvidia sales estimates for FY25 are now $20 billion above the estimates from just last quarter. The market might fear the AI boom has come to an end, but the real issue is paying the correct price for the ongoing sales growth, whether the rate of growth slows or not.</p><p>The AI GPU company faces another issue where unsustainable high margins eventually trickle lower. Management guided to FQ1 &#39;25 gross margins of 76.3% to 77.0% with very limited quarterly operating expenses of $2.5 billion. Over time, Nvidia will have to spend more to maintain such a highly profitable business.</p><p>The consensus analyst estimates are for Nvidia generating a FY25 EPS of nearly $25. Investors need to understand a return to more normal gross margins in the 65% range causes the EPS to fall to $21.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6daee05eb65a8ed7994f01af4bea1ba1\" alt=\"Source: Stone Fox Capital\" title=\"Source: Stone Fox Capital\" tg-width=\"640\" tg-height=\"259\"/><span>Source: Stone Fox Capital</span></p><p>The operating expense base below 10% of revenues doesn&#39;t appear sustainable either. Back in FY23 before AI GPU chip sales surged, Nvidia spent nearly $7 billion on opex, amounting to over 25% of revenues.</p><p>Under a similar scenario going forward, Nvidia would spend over $27 billion on opex. The company would watch opex soar by over $17 billion and dampen EPS by nearly $6 per share. Under a scenario where gross margins normalize back at 65% and opex soars to match the higher revenue base, Nvidia watches the EPS dip back to $15.</p><p>Back above $800 now, the stock isn&#39;t aggressively priced at 26x FY26 EPS targets of $30. The company might not face the margin compression issues for another 1 to 2 years, but investors need to understand the negative margin scenario will ultimately play out similar to how Nvidia ran into FY23 gross margins of only 59%.</p><p>My prior research suggested the stock was fairly priced back in the $600 range. The substantially higher revenue base leaves the stock in a similar valuation range here above $800. Nvidia could definitely head higher on insatiable AI GPU demand, but the stock will ultimately face a reckoning of where sales plateau in a few years and margins eventually slip.</p><h2 id=\"id_3290884631\">Takeaway</h2><p>The key investor takeaway is that the AI boom isn&#39;t ending without any data points justifying the bullish thesis forecast for the rest of the decade to just end overnight. The market is taking some profits on Nvidia, and investors shouldn&#39;t be surprised to see the stock slump further during this digestion period.</p><p>Investors would be best served to let Nvidia Corporation stock slip further, with a possible move back down to the $600 range. An investor would face less risk from the inevitable margin pressure scenario, whether this happens in FY25, FY26 or in the future.</p></body></html>","source":"seekingalpha","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: No Reason For An AI Panic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: No Reason For An AI Panic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4685395-nvidia-no-reason-for-an-ai-panic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.TSMC guided to strong 2024 growth rates of over 20% due to AI demand....</p>\n\n<a href=\"https://seekingalpha.com/article/4685395-nvidia-no-reason-for-an-ai-panic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4587":"ChatGPT概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4588":"碎股","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4591":"室温超导概念","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4554":"元宇宙及AR概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4550":"红杉资本持仓","LU0079474960.USD":"联博美国增长基金A","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4529":"IDC概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDA":"英伟达","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4535":"淡马锡持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4685395-nvidia-no-reason-for-an-ai-panic","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2429124495","content_text":"Nvidia Corporation slumped 10% last Friday without any negative data points, as the market interpreted AI-related data as negative.TSMC guided to strong 2024 growth rates of over 20% due to AI demand.Super Micro Computer's lack of a guide up for the March quarter does not indicate a sudden drying up of AI demand.The stock is fairly valued at 25x FY26 EPS targets, though investors need to ultimately price in margin compression in the future.BING-JHEN HONGThe stock market wasn't in a good mood last week and the AI stocks took a beating. Nvidia Corporation (NASDAQ:NVDA) slumped 10% on Friday and over 200 points from the high from last month without even a negative data point. My investment thesis remains Neutral on Nvidia, as the stock got too stretched on the big rally to $974.Source: FinvizSolid AI Data PointsNvidia collapsed last week due to the stock getting far ahead of the actual results. The AI related data points from last week weren't negative, though the market made such interpretations.The main tidbit was Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), aka TSMC guided to strong 2024 growth rates of over 20% due to strong AI demand. The foundry company did downgrade overall chip demand, but TSMC suggested the issue was traditional server CPU chip demand favoring chip production for Nvidia over foundry chips produced by Intel (INTC):On the Q4 '23 earnings call, the CEO C.C. Wei made the following statement:The budget for a hyperscale player, their wallet share shifted from traditional server to AI server is favorable for TSMC. And we are able to capture most of the semiconductor content in an AI server's area as we define the GPU, networking processor, et cetera. Well, we have a lower presence in those CPU-only, CPU-centric traditional server. So we expect our growth will be very healthy.The secondary tidbit was Super Micro Computer (SMCI) announcing the FQ3 '24 earnings call without the company updating guidance. The stock market interpreted the server and storage solutions company as providing a bad signal for the blow away AI GPU demand via strong guide ups for the last few quarters. The reality is that Super Micro doesn't have a consistent pattern of guiding up as follows:FQ3'24–April 19, 2024: No Guidance UpdateFQ2'24–January 18, 2024: Net Sales $3.6 to $3.65B vs. $2.7 to $2.8BFQ1'24–October 18, 2023: No Guidance UpdateFQ4'23–July 20, 2023: Net Sales $2.15 to $2.18B vs. $1.7 to $1.9BFQ3'23–April 24, 2023: Net Sales of $1.28B vs. $1.47B.The odd part about the huge negative reaction to Super Micro announcing the FQ3 '24 earnings call update without a big guide up is that the company had only guided up during 2 of the prior 4 quarters. Revenues tripled from the time of the FQ3 '23 disappointment pre-announcement until the reported FQ2 '24 report. In addition, the server solutions company reported meager results in FQ1 '24 when the company didn't guide up similar to this quarter.Due to seasonality, the March quarter is usually slow for the semiconductor space. The consensus analyst estimates are inline with company guidance for 200% growth at $3.94 billion and analysts forecast a massive step up in the June quarter to sales of $4.88 billion.Any investor trying to read negativity into the Super Micro lack of a guide up for the March quarter is over extrapolating far too much. Nvidia, Advanced Micro Devices (AMD) and others in the AI chip race have all prescribed to a market with vastly higher demand over the next 5+ years.AMD continues to forecast AI chips sales of $400 billion by 2027. The AI training and inference market dominated by Nvidia GPU sales is forecast to reach $600 billion alone by around 2030.Source: Beth Kindig/TwitterNvidia released the new Blackwell GPUs to further the leadership. The Blackwell B200 GPU “superchip” was predicted to offer substantially higher LLM inference workload performance while reducing the energy consumption by up to 25x over the H100 GPU. These new GPUs might cost up to $40K and don't provide any indication of how AI demand would suddenly dry up.Paying The Right PriceAs my previous research highlighted, Nvidia was already aggressively priced at over $600 with a recommendation for investors to look at an option to exit the position on a further rally. The stock soared to $974 on an irrational appetite for AI investments that is now fading, at least in the short term.Source: Stone Fox CapitalNvidia is forecast to reach FY25 (2024) sales of $112 billion, with those numbers growing to top $160 billion by FY27. The company is forecast to see sales growth rates to normalize by the end of the fiscal year, with FQ1 '26 sales growth forecast to dip below 30%.Source: Seeking AlphaThe AI GPU company last reported results in late February with massive revenues of $22 billion, smashing analyst targets. Nvidia guided to FQ1'25 sales of $24 billion, easily surpassing analyst estimates by $2 billion, though the guide up only amounts to just 10% of revenues now versus the original quarterly estimate smash of $4 billion and over 50% of revenue estimates of only $7 billion.Nvidia sales estimates for FY25 are now $20 billion above the estimates from just last quarter. The market might fear the AI boom has come to an end, but the real issue is paying the correct price for the ongoing sales growth, whether the rate of growth slows or not.The AI GPU company faces another issue where unsustainable high margins eventually trickle lower. Management guided to FQ1 '25 gross margins of 76.3% to 77.0% with very limited quarterly operating expenses of $2.5 billion. Over time, Nvidia will have to spend more to maintain such a highly profitable business.The consensus analyst estimates are for Nvidia generating a FY25 EPS of nearly $25. Investors need to understand a return to more normal gross margins in the 65% range causes the EPS to fall to $21.Source: Stone Fox CapitalThe operating expense base below 10% of revenues doesn't appear sustainable either. Back in FY23 before AI GPU chip sales surged, Nvidia spent nearly $7 billion on opex, amounting to over 25% of revenues.Under a similar scenario going forward, Nvidia would spend over $27 billion on opex. The company would watch opex soar by over $17 billion and dampen EPS by nearly $6 per share. Under a scenario where gross margins normalize back at 65% and opex soars to match the higher revenue base, Nvidia watches the EPS dip back to $15.Back above $800 now, the stock isn't aggressively priced at 26x FY26 EPS targets of $30. The company might not face the margin compression issues for another 1 to 2 years, but investors need to understand the negative margin scenario will ultimately play out similar to how Nvidia ran into FY23 gross margins of only 59%.My prior research suggested the stock was fairly priced back in the $600 range. The substantially higher revenue base leaves the stock in a similar valuation range here above $800. Nvidia could definitely head higher on insatiable AI GPU demand, but the stock will ultimately face a reckoning of where sales plateau in a few years and margins eventually slip.TakeawayThe key investor takeaway is that the AI boom isn't ending without any data points justifying the bullish thesis forecast for the rest of the decade to just end overnight. The market is taking some profits on Nvidia, and investors shouldn't be surprised to see the stock slump further during this digestion period.Investors would be best served to let Nvidia Corporation stock slip further, with a possible move back down to the $600 range. An investor would face less risk from the inevitable margin pressure scenario, whether this happens in FY25, FY26 or in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298285953138944,"gmtCreate":1713852492480,"gmtModify":1713852495860,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298285953138944","repostId":"1143841422","repostType":2,"repost":{"id":"1143841422","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":1713848266,"share":"https://www.laohu8.com/m/news/1143841422?lang=&edition=full","pubTime":"2024-04-23 12:57","market":"us","language":"en","title":"UBS Downgrades \"Big 6\" on Earnings Momentum Reversal; Maintains Overweight in Rest of TECH+","url":"https://stock-news.laohu8.com/highlight/detail?id=1143841422","media":"Tiger Newspress","summary":"Big 6 SelloffFrom its January 2023 lows to its April 2024 peak, Big 6 TECH+ stocks (AAPL, AMZN, GOOGL, META, MSFT, NVDA) advanced 117%. They have since declined 8%. As highlighted in Figure 2, each of","content":"<html><head></head><body><p><strong>Big 6 Selloff</strong></p><p>From its January 2023 lows to its April 2024 peak, Big 6 TECH+ stocks (AAPL, AMZN, GOOGL, META, MSFT, NVDA) advanced 117%. They have since declined 8%. As highlighted in Figure 2, each of these stocks—along with TSLA—have pulled back from their recent highs, with the electric vehicle maker and NVDA down -50% and -20%.</p><p><strong>Downgrading Big 6 on Earnings Momentum Reversal</strong></p><p>Investors attribute the run in mega cap stocks to animal spirits and the impact of AI; however, our work indicates that surging earnings momentum (change in forward growth projections) fueled this upside. Unfortunately, this momentum is collapsing, with Big 6 EPS growth expected to decline from 42% to 16% over the next year, while the rest of TECH+ and non-TECH+ stocks accelerate.</p><p><strong>It&#39;s a Cyclical/Momentum Thing</strong></p><p>UBS downgrades the Big 6—from Overweight to Neutral—is not predicated on extended valuations, or doubts about AI. Rather, it is an acknowledgement of the difficult comps and cyclical forces weighing on these stocks. These forces do not apply to other TECH+ companies or the rest of the market in the same way. This was a natural fallout of the pandemic and post-pandemic earnings cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/915cc463786d7a7e3c58df2067b66f7e\" tg-width=\"966\" tg-height=\"658\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa9dbec05a9cb3853585b4dfc4cbbfac\" tg-width=\"1170\" tg-height=\"715\"/></p><p>TECH+ includes all of the Technology Sector, Internet Retail within Discretionary, and Interactive Media &amp; Services, Interactive Home Entertainment, and Netflix from Movies &amp; Entertainment within Communication Services.</p><h3 id=\"id_647539908\">Pandemic Sets Off Asynchronous Earnings Cycles</h3><p>Like a stone dropped in a lake, the pandemic set off a series of ripples. The Big 6 experienced these in 4 distinct cyclical waves:</p><p>1. <strong>Covid-driven earnings growth:</strong> A house-bound consumer increased demand for PCs, online shopping, social media, and gaming. Companies invested heavily in capex and personnel in response to this demand.</p><p>2. <strong>Earnings decline on reopening economy:</strong> Profits suffered on waning Tech demand, elevated expenses, and difficult comps. EPS contracted sharply between 2Q-4Q22.</p><p>3. <strong>V-shaped earnings bounce</strong>: Profits surged on easy comps and a reduction in expenses. 4Q23 marks the peak in profit EPS growth, 1 year after trough.</p><p>4. <strong>Forecasted deceleration/normalization</strong>: Earnings are projected to quickly renormalize in mega cap Tech, following a sharp decline in profit growth from 4Q23-3Q24.</p><p>The description above is not meant to ignore the impact of AI, cloud computing or bitcoin mining on Tech earnings. It simply refocuses the conversation on the cyclical nature of this profit cycle, and its pandemic origins. A focus on the cyclical nature helps explain the pending decline in profit growth over the next several quarters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d3647ce552c94089d8d11abdcb67eb6\" tg-width=\"1170\" tg-height=\"519\"/></p><p>Broadly speaking, other TECH+ stocks did not participate in the Covid-driven boom—at least not to the same extent. Consensus forecasts for the next 4 quarters reflect a reacceleration in earnings for TECH+ companies beyond the Big 6. Deceleration in large cap Tech and acceleration in mid cap Tech should lead to a reversal in stock leadership.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/565133fe1b87b616276c95efa7e0d7a6\" tg-width=\"1021\" tg-height=\"484\"/></p><p>The pandemic had a clear impact on non-TECH+ earnings; however, this was out of sync with the Big 6 and other TECH+ companies. The broad market also experienced 4 waves:</p><p>1. <strong>Covid earnings recession</strong>: Traditional industries ground to a halt as consumer spending retreated and supply chains impaired business output.</p><p>2. <strong>Reopening earnings bounce</strong>: Government support, increased consumer spending, and easy comps resulted in a surge in profits across most groups.</p><p>3. <strong>Mid-cycle slowdown</strong>: Earnings contracted modestly between 2Q23-1Q24, driven by difficult Health Care comps (vaccines) and oil prices (not Covid-driven).</p><p>4. <strong>Economic strength</strong>: With GDP estimates rising and tail risk receding, non-TECH+ EPS is forecasted to reaccelerate and outpace the Big 6 over the next 12 months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed94e8b23e8c1175860bd5e765a20665\" tg-width=\"1170\" tg-height=\"546\"/></p><p>The table below highlights the trends described above, with additional detail provided for each of the Big 6 companies. Earnings for NVDA, META, AMZN, and GOOGL are all expected to decelerate meaningfully over the next 12 months. MSFT is expected to deliver flat profits, and AAPL is expected to reaccelerate from current lows.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/818762fde0f7cda5ccf9f4d50487f92e\" tg-width=\"1170\" tg-height=\"514\"/></p><p>While a rotation out of Tech may be disruptive in the near term, we remain constructive on stocks and maintain our 5400 target for the S&amp;P 500 for year-end 2024. This target remains supported by broadly positive fundamentals and a robust economy. With the exception of the Big 6, all other sector recommendations remain in place (see Figure 3).</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>UBS Downgrades \"Big 6\" on Earnings Momentum Reversal; Maintains Overweight in Rest of TECH+</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\">\nUBS Downgrades \"Big 6\" on Earnings Momentum Reversal; Maintains Overweight in Rest of TECH+\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\">2024-04-23 12:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Big 6 Selloff</strong></p><p>From its January 2023 lows to its April 2024 peak, Big 6 TECH+ stocks (AAPL, AMZN, GOOGL, META, MSFT, NVDA) advanced 117%. They have since declined 8%. As highlighted in Figure 2, each of these stocks—along with TSLA—have pulled back from their recent highs, with the electric vehicle maker and NVDA down -50% and -20%.</p><p><strong>Downgrading Big 6 on Earnings Momentum Reversal</strong></p><p>Investors attribute the run in mega cap stocks to animal spirits and the impact of AI; however, our work indicates that surging earnings momentum (change in forward growth projections) fueled this upside. Unfortunately, this momentum is collapsing, with Big 6 EPS growth expected to decline from 42% to 16% over the next year, while the rest of TECH+ and non-TECH+ stocks accelerate.</p><p><strong>It&#39;s a Cyclical/Momentum Thing</strong></p><p>UBS downgrades the Big 6—from Overweight to Neutral—is not predicated on extended valuations, or doubts about AI. Rather, it is an acknowledgement of the difficult comps and cyclical forces weighing on these stocks. These forces do not apply to other TECH+ companies or the rest of the market in the same way. This was a natural fallout of the pandemic and post-pandemic earnings cycles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/915cc463786d7a7e3c58df2067b66f7e\" tg-width=\"966\" tg-height=\"658\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa9dbec05a9cb3853585b4dfc4cbbfac\" tg-width=\"1170\" tg-height=\"715\"/></p><p>TECH+ includes all of the Technology Sector, Internet Retail within Discretionary, and Interactive Media &amp; Services, Interactive Home Entertainment, and Netflix from Movies &amp; Entertainment within Communication Services.</p><h3 id=\"id_647539908\">Pandemic Sets Off Asynchronous Earnings Cycles</h3><p>Like a stone dropped in a lake, the pandemic set off a series of ripples. The Big 6 experienced these in 4 distinct cyclical waves:</p><p>1. <strong>Covid-driven earnings growth:</strong> A house-bound consumer increased demand for PCs, online shopping, social media, and gaming. Companies invested heavily in capex and personnel in response to this demand.</p><p>2. <strong>Earnings decline on reopening economy:</strong> Profits suffered on waning Tech demand, elevated expenses, and difficult comps. EPS contracted sharply between 2Q-4Q22.</p><p>3. <strong>V-shaped earnings bounce</strong>: Profits surged on easy comps and a reduction in expenses. 4Q23 marks the peak in profit EPS growth, 1 year after trough.</p><p>4. <strong>Forecasted deceleration/normalization</strong>: Earnings are projected to quickly renormalize in mega cap Tech, following a sharp decline in profit growth from 4Q23-3Q24.</p><p>The description above is not meant to ignore the impact of AI, cloud computing or bitcoin mining on Tech earnings. It simply refocuses the conversation on the cyclical nature of this profit cycle, and its pandemic origins. A focus on the cyclical nature helps explain the pending decline in profit growth over the next several quarters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d3647ce552c94089d8d11abdcb67eb6\" tg-width=\"1170\" tg-height=\"519\"/></p><p>Broadly speaking, other TECH+ stocks did not participate in the Covid-driven boom—at least not to the same extent. Consensus forecasts for the next 4 quarters reflect a reacceleration in earnings for TECH+ companies beyond the Big 6. Deceleration in large cap Tech and acceleration in mid cap Tech should lead to a reversal in stock leadership.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/565133fe1b87b616276c95efa7e0d7a6\" tg-width=\"1021\" tg-height=\"484\"/></p><p>The pandemic had a clear impact on non-TECH+ earnings; however, this was out of sync with the Big 6 and other TECH+ companies. The broad market also experienced 4 waves:</p><p>1. <strong>Covid earnings recession</strong>: Traditional industries ground to a halt as consumer spending retreated and supply chains impaired business output.</p><p>2. <strong>Reopening earnings bounce</strong>: Government support, increased consumer spending, and easy comps resulted in a surge in profits across most groups.</p><p>3. <strong>Mid-cycle slowdown</strong>: Earnings contracted modestly between 2Q23-1Q24, driven by difficult Health Care comps (vaccines) and oil prices (not Covid-driven).</p><p>4. <strong>Economic strength</strong>: With GDP estimates rising and tail risk receding, non-TECH+ EPS is forecasted to reaccelerate and outpace the Big 6 over the next 12 months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed94e8b23e8c1175860bd5e765a20665\" tg-width=\"1170\" tg-height=\"546\"/></p><p>The table below highlights the trends described above, with additional detail provided for each of the Big 6 companies. Earnings for NVDA, META, AMZN, and GOOGL are all expected to decelerate meaningfully over the next 12 months. MSFT is expected to deliver flat profits, and AAPL is expected to reaccelerate from current lows.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/818762fde0f7cda5ccf9f4d50487f92e\" tg-width=\"1170\" tg-height=\"514\"/></p><p>While a rotation out of Tech may be disruptive in the near term, we remain constructive on stocks and maintain our 5400 target for the S&amp;P 500 for year-end 2024. This target remains supported by broadly positive fundamentals and a robust economy. With the exception of the Big 6, all other sector recommendations remain in place (see Figure 3).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","NVDA":"英伟达","TSLA":"特斯拉","META":"Meta Platforms","MSFT":"微软","AMZN":"亚马逊","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143841422","content_text":"Big 6 SelloffFrom its January 2023 lows to its April 2024 peak, Big 6 TECH+ stocks (AAPL, AMZN, GOOGL, META, MSFT, NVDA) advanced 117%. They have since declined 8%. As highlighted in Figure 2, each of these stocks—along with TSLA—have pulled back from their recent highs, with the electric vehicle maker and NVDA down -50% and -20%.Downgrading Big 6 on Earnings Momentum ReversalInvestors attribute the run in mega cap stocks to animal spirits and the impact of AI; however, our work indicates that surging earnings momentum (change in forward growth projections) fueled this upside. Unfortunately, this momentum is collapsing, with Big 6 EPS growth expected to decline from 42% to 16% over the next year, while the rest of TECH+ and non-TECH+ stocks accelerate.It's a Cyclical/Momentum ThingUBS downgrades the Big 6—from Overweight to Neutral—is not predicated on extended valuations, or doubts about AI. Rather, it is an acknowledgement of the difficult comps and cyclical forces weighing on these stocks. These forces do not apply to other TECH+ companies or the rest of the market in the same way. This was a natural fallout of the pandemic and post-pandemic earnings cycles.TECH+ includes all of the Technology Sector, Internet Retail within Discretionary, and Interactive Media & Services, Interactive Home Entertainment, and Netflix from Movies & Entertainment within Communication Services.Pandemic Sets Off Asynchronous Earnings CyclesLike a stone dropped in a lake, the pandemic set off a series of ripples. The Big 6 experienced these in 4 distinct cyclical waves:1. Covid-driven earnings growth: A house-bound consumer increased demand for PCs, online shopping, social media, and gaming. Companies invested heavily in capex and personnel in response to this demand.2. Earnings decline on reopening economy: Profits suffered on waning Tech demand, elevated expenses, and difficult comps. EPS contracted sharply between 2Q-4Q22.3. V-shaped earnings bounce: Profits surged on easy comps and a reduction in expenses. 4Q23 marks the peak in profit EPS growth, 1 year after trough.4. Forecasted deceleration/normalization: Earnings are projected to quickly renormalize in mega cap Tech, following a sharp decline in profit growth from 4Q23-3Q24.The description above is not meant to ignore the impact of AI, cloud computing or bitcoin mining on Tech earnings. It simply refocuses the conversation on the cyclical nature of this profit cycle, and its pandemic origins. A focus on the cyclical nature helps explain the pending decline in profit growth over the next several quarters.Broadly speaking, other TECH+ stocks did not participate in the Covid-driven boom—at least not to the same extent. Consensus forecasts for the next 4 quarters reflect a reacceleration in earnings for TECH+ companies beyond the Big 6. Deceleration in large cap Tech and acceleration in mid cap Tech should lead to a reversal in stock leadership.The pandemic had a clear impact on non-TECH+ earnings; however, this was out of sync with the Big 6 and other TECH+ companies. The broad market also experienced 4 waves:1. Covid earnings recession: Traditional industries ground to a halt as consumer spending retreated and supply chains impaired business output.2. Reopening earnings bounce: Government support, increased consumer spending, and easy comps resulted in a surge in profits across most groups.3. Mid-cycle slowdown: Earnings contracted modestly between 2Q23-1Q24, driven by difficult Health Care comps (vaccines) and oil prices (not Covid-driven).4. Economic strength: With GDP estimates rising and tail risk receding, non-TECH+ EPS is forecasted to reaccelerate and outpace the Big 6 over the next 12 months.The table below highlights the trends described above, with additional detail provided for each of the Big 6 companies. Earnings for NVDA, META, AMZN, and GOOGL are all expected to decelerate meaningfully over the next 12 months. MSFT is expected to deliver flat profits, and AAPL is expected to reaccelerate from current lows.While a rotation out of Tech may be disruptive in the near term, we remain constructive on stocks and maintain our 5400 target for the S&P 500 for year-end 2024. This target remains supported by broadly positive fundamentals and a robust economy. With the exception of the Big 6, all other sector recommendations remain in place (see Figure 3).","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297326046167184,"gmtCreate":1713618133135,"gmtModify":1713618135111,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297326046167184","repostId":"2428086698","repostType":2,"repost":{"id":"2428086698","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1713567600,"share":"https://www.laohu8.com/m/news/2428086698?lang=&edition=full","pubTime":"2024-04-20 07:00","market":"us","language":"en","title":"Nvidia's Stock Plunge Leads \"Magnificent Seven\" to a Record Weekly Market-Cap Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=2428086698","media":"Dow Jones","summary":"Nvidia’s market-cap losses this week far exceeded rival AMD’s entire market valueNvidia’s market-cap losses this week are greater than AMD’s entire market value.The decline in “Magnificent Seven” stoc","content":"<html><head></head><body><p>Nvidia’s market-cap losses this week far exceeded rival AMD’s entire market value</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/606ebf14b726e56de3a7afeb7ae221e0\" alt=\"Nvidia’s market-cap losses this week are greater than AMD’s entire market value.\" title=\"Nvidia’s market-cap losses this week are greater than AMD’s entire market value.\" tg-width=\"922\" tg-height=\"609\"/><span>Nvidia’s market-cap losses this week are greater than AMD’s entire market value.</span></p><p>The decline in “Magnificent Seven” stocks erased a collective $950 billion from their market capitalizations this week, which made for the group’s worst-ever weekly loss of market value.</p><p style=\"text-align: start;\">While Tesla Inc.’s stock was the biggest weekly percentage decliner of the gang from a stock perspective, Apple Inc.,  Microsoft Corp. and Nvidia Corp. were bigger contributors to the market-cap losses, as those latter three companies are all worth substantially more than the electric-car maker.</p><p>Nvidia was the biggest market-cap loser of the week, shedding almost $300 billion. That’s far more than the total market capitalization of rival Advanced Micro Devices Inc., which stands at $237 billion.</p><p>Shares of Nvidia fell 13.6% on this week as the semiconductor sector came under pressure. Nvidia’s stock also suffered its worst weekly performance on a percentage basis since it dropped 16.1% on Sept. 2, 2022.</p><p style=\"text-align: start;\">It declined 10% in Friday’s action to log its worst single-day percentage drop since it fell 18.5% on March 16, 2020, according to Dow Jones Market Data. With the stock off almost $85, it secured its largest one-day price decline on record.</p><p>Within chips, there’s been “sort of an unwind of the entire sector” that’s been “accelerating day by day” over the past week or so, according to Mizuho desk-based analyst Jordan Klein.</p><p>The chip company’s $212 billion loss of market cap Friday was a new daily record for Nvidia, more than the $129 billion in market value that it lost on March 8, 2024. It was also the second-worst daily loss of market value for any U.S. company on record.</p><p style=\"text-align: start;\">Apple sported a loss of $178 billion in market cap on the week, while Microsoft was down $169 billion in market value.</p><p style=\"text-align: start;\">All seven of the large technology-related stocks known as the Magnificent Seven saw weekly stock-price declines, led by Tesla, which was off 14%.</p><p>Tesla’s market cap fell by $76 billion this week, dropping the company down the ranks of the largest U.S. companies. The electric-vehicle maker fell below Walmart Inc. on Thursday and slipped below Exxon Mobil Corp. on Friday, placing the company at No. 14. Prior to this week, it hadn’t been worth less than either of those corporations since January 2023.</p><p style=\"text-align: start;\">Amazon.com Inc. shed $118 billion in market value this week, while Alphabet Inc. erased $41 billion from its valuation. Meta Platforms Inc.’s market cap saw a $68 billion decline over the period.</p><p style=\"text-align: start;\">The weekly market-cap losses for the Magnificent Seven in aggregate were far steeper than the previous record of $872 billion set in January 2022, according to Dow Jones Market Data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Plunge Leads \"Magnificent Seven\" to a Record Weekly Market-Cap Loss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Plunge Leads \"Magnificent Seven\" to a Record Weekly Market-Cap Loss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-20 07:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s market-cap losses this week far exceeded rival AMD’s entire market value</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/606ebf14b726e56de3a7afeb7ae221e0\" alt=\"Nvidia’s market-cap losses this week are greater than AMD’s entire market value.\" title=\"Nvidia’s market-cap losses this week are greater than AMD’s entire market value.\" tg-width=\"922\" tg-height=\"609\"/><span>Nvidia’s market-cap losses this week are greater than AMD’s entire market value.</span></p><p>The decline in “Magnificent Seven” stocks erased a collective $950 billion from their market capitalizations this week, which made for the group’s worst-ever weekly loss of market value.</p><p style=\"text-align: start;\">While Tesla Inc.’s stock was the biggest weekly percentage decliner of the gang from a stock perspective, Apple Inc.,  Microsoft Corp. and Nvidia Corp. were bigger contributors to the market-cap losses, as those latter three companies are all worth substantially more than the electric-car maker.</p><p>Nvidia was the biggest market-cap loser of the week, shedding almost $300 billion. That’s far more than the total market capitalization of rival Advanced Micro Devices Inc., which stands at $237 billion.</p><p>Shares of Nvidia fell 13.6% on this week as the semiconductor sector came under pressure. Nvidia’s stock also suffered its worst weekly performance on a percentage basis since it dropped 16.1% on Sept. 2, 2022.</p><p style=\"text-align: start;\">It declined 10% in Friday’s action to log its worst single-day percentage drop since it fell 18.5% on March 16, 2020, according to Dow Jones Market Data. With the stock off almost $85, it secured its largest one-day price decline on record.</p><p>Within chips, there’s been “sort of an unwind of the entire sector” that’s been “accelerating day by day” over the past week or so, according to Mizuho desk-based analyst Jordan Klein.</p><p>The chip company’s $212 billion loss of market cap Friday was a new daily record for Nvidia, more than the $129 billion in market value that it lost on March 8, 2024. It was also the second-worst daily loss of market value for any U.S. company on record.</p><p style=\"text-align: start;\">Apple sported a loss of $178 billion in market cap on the week, while Microsoft was down $169 billion in market value.</p><p style=\"text-align: start;\">All seven of the large technology-related stocks known as the Magnificent Seven saw weekly stock-price declines, led by Tesla, which was off 14%.</p><p>Tesla’s market cap fell by $76 billion this week, dropping the company down the ranks of the largest U.S. companies. The electric-vehicle maker fell below Walmart Inc. on Thursday and slipped below Exxon Mobil Corp. on Friday, placing the company at No. 14. Prior to this week, it hadn’t been worth less than either of those corporations since January 2023.</p><p style=\"text-align: start;\">Amazon.com Inc. shed $118 billion in market value this week, while Alphabet Inc. erased $41 billion from its valuation. Meta Platforms Inc.’s market cap saw a $68 billion decline over the period.</p><p style=\"text-align: start;\">The weekly market-cap losses for the Magnificent Seven in aggregate were far steeper than the previous record of $872 billion set in January 2022, according to Dow Jones Market Data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","GOOG":"谷歌","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","GOOGL":"谷歌A","BK4503":"景林资产持仓","SG9999014542.SGD":"United Income Focus Trust Acc SGD","AMD":"美国超微公司","BK4574":"无人驾驶","LU0823414478.USD":"法巴经典能源转换基金","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","META":"Meta Platforms","BK4573":"虚拟现实","WMT":"沃尔玛","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","NVDA":"英伟达","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","AAPL":"苹果","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0080751232.USD":"富达环球多元动力基金A","TSLA":"特斯拉","AMZN":"亚马逊","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","MSFT":"微软","XOM":"埃克森美孚"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428086698","content_text":"Nvidia’s market-cap losses this week far exceeded rival AMD’s entire market valueNvidia’s market-cap losses this week are greater than AMD’s entire market value.The decline in “Magnificent Seven” stocks erased a collective $950 billion from their market capitalizations this week, which made for the group’s worst-ever weekly loss of market value.While Tesla Inc.’s stock was the biggest weekly percentage decliner of the gang from a stock perspective, Apple Inc.,  Microsoft Corp. and Nvidia Corp. were bigger contributors to the market-cap losses, as those latter three companies are all worth substantially more than the electric-car maker.Nvidia was the biggest market-cap loser of the week, shedding almost $300 billion. That’s far more than the total market capitalization of rival Advanced Micro Devices Inc., which stands at $237 billion.Shares of Nvidia fell 13.6% on this week as the semiconductor sector came under pressure. Nvidia’s stock also suffered its worst weekly performance on a percentage basis since it dropped 16.1% on Sept. 2, 2022.It declined 10% in Friday’s action to log its worst single-day percentage drop since it fell 18.5% on March 16, 2020, according to Dow Jones Market Data. With the stock off almost $85, it secured its largest one-day price decline on record.Within chips, there’s been “sort of an unwind of the entire sector” that’s been “accelerating day by day” over the past week or so, according to Mizuho desk-based analyst Jordan Klein.The chip company’s $212 billion loss of market cap Friday was a new daily record for Nvidia, more than the $129 billion in market value that it lost on March 8, 2024. It was also the second-worst daily loss of market value for any U.S. company on record.Apple sported a loss of $178 billion in market cap on the week, while Microsoft was down $169 billion in market value.All seven of the large technology-related stocks known as the Magnificent Seven saw weekly stock-price declines, led by Tesla, which was off 14%.Tesla’s market cap fell by $76 billion this week, dropping the company down the ranks of the largest U.S. companies. The electric-vehicle maker fell below Walmart Inc. on Thursday and slipped below Exxon Mobil Corp. on Friday, placing the company at No. 14. Prior to this week, it hadn’t been worth less than either of those corporations since January 2023.Amazon.com Inc. shed $118 billion in market value this week, while Alphabet Inc. erased $41 billion from its valuation. Meta Platforms Inc.’s market cap saw a $68 billion decline over the period.The weekly market-cap losses for the Magnificent Seven in aggregate were far steeper than the previous record of $872 billion set in January 2022, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297325881532680,"gmtCreate":1713618013357,"gmtModify":1713618017888,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297325881532680","repostId":"2428628454","repostType":2,"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296976805101848,"gmtCreate":1713532882260,"gmtModify":1713532885463,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296976805101848","repostId":"1129110159","repostType":2,"repost":{"id":"1129110159","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1713527311,"share":"https://www.laohu8.com/m/news/1129110159?lang=&edition=full","pubTime":"2024-04-19 19:48","market":"us","language":"en","title":"Nvidia Won AI's First Round. Now the Competition Is Heating Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1129110159","media":"Dow Jones","summary":"Artificial intelligence has delivered seemingly daily wonders for the past 18 months. For investors, the biggest surprise has been the rise of Nvidia, which has come from humble roots to thoroughly do","content":"<html><head></head><body><p>Artificial intelligence has delivered seemingly daily wonders for the past 18 months. For investors, the biggest surprise has been the rise of Nvidia, which has come from humble roots to thoroughly dominate the market for AI-related chips. </p><p style=\"text-align: start;\">Once known mostly for building PC add-on graphics cards for gamers, Nvidia has transformed its graphics processing units, or GPUs, into the beating heart of the AI revolution, powering the creation of large language models and running the inference software that leverages them in data centers around the world. Nvidia has been nearly alone on the field, with more than 90% market share.</p><p>But fresh competition is coming—from companies big and small—and the battle will be fierce. The stakes couldn’t be bigger: Lisa Su, the CEO of Advanced Micro Devices, has sized the AI chip market at $400 billion by 2027. Intel CEO Pat Gelsinger has projected a $1 trillion opportunity by 2030. That’s almost twice the size of the entire chip industry in 2023.</p><p>Nvidia’s Jensen Huang has built a company that is universally respected and admired, but chip buyers aren’t keen on relying on a single source. Hardware companies such as Dell Technologies, Hewlett Packard Enterprise, Lenovo, and Super Micro Computer can’t get enough Nvidia chips to meet customer demand—and they’d like alternatives. Cloud providers like Amazon.com and Alphabet’s Google want more options so badly that they are designing their own chips. And companies that rely on AI-based systems want more computing resources at more manageable costs than they can get now.</p><p>Nvidia’s success is now an opportunity for everyone else.</p><p>It’s hard to find a product of any variety that has had more impact on the financial markets so quickly than the Nvidia H100 GPU, which launched in March 2022. </p><p style=\"text-align: start;\">Nvidia’s share price has more than tripled since the H100’s debut, boosting the company’s market value to $2.1 trillion. Among U.S.-listed companies, only Microsoft and Apple have higher market caps. And no other chip company is anywhere close.</p><p style=\"text-align: start;\">This is no GameStop or Trump Media &amp; Technology. In fact, Nvidia is the anti-meme stock: The company’s revenue growth has actually outpaced the stock gains. For its fiscal fourth quarter ended on Jan. 28, Nvidia posted revenue of $22.1 billion, up 265% from a year earlier. The company’s data center revenue was up 409%.</p><p style=\"text-align: start;\">A few weeks ago, Nvidia launched its latest marvel, the Blackwell B200 GPU, which CEO Huang says dramatically outperforms the H100. With Blackwell, Nvidia raises the bar for its rivals. Nvidia for the foreseeable future will sell as many Blackwells as it can make—or, to be more precise, that partner Taiwan Semiconductor Manufacturing can make for it. </p><p style=\"text-align: start;\">Huang has said Blackwell GPUs will cost $30,000 to $40,000 apiece. The current H100s sell in the same range. But the chip prices aren’t the whole story. AI customers want to run workloads in the shortest time, at the lowest cost, with the highest accuracy and reliability, drawing as little power as possible. There are a number of companies that think they can do that as well—or better—than Nvidia.</p><p>Nvidia’s rivals fall into three groups: big chip makers, cloud computing vendors, and venture-backed start-ups. With a $1 trillion market at stake, this won’t be winner-take-all. It isn’t game over. It’s game on.</p><p style=\"text-align: start;\">Nvidia’s most obvious challengers are Advanced Micro Devices and Intel. </p><p style=\"text-align: start;\">AMD shares have rallied 71% over the past 12 months, aided by the market’s perception that its new MI300 GPUs will chip away at Nvidia’s stranglehold on the market. That hope is inspired by AMD’s success at stealing market share from Intel in PC and servers. </p><p style=\"text-align: start;\">“AMD is really the only other company on the field,” contends Andrew Dieckmann, general manager of AMD’s data center GPU business. “We’re the only other solution being adopted at scale within the industry.” He says that AMD chips outperform Nvidia’s H100 for many inference workloads, while offering parity for model training. But AMD’s other asset is that it isn’t Nvidia.</p><p style=\"text-align: start;\">“For the very large users, they are not going to bet their entire franchise on one supplier,” Dieckmann says. “There is an extreme desire for market alternatives.”</p><p style=\"text-align: start;\">AMD CEO Lisa Su said on the company’s most recent earnings call that she now expects 2024 GPU revenue of $3.5 billion, up from a forecast of $2 billion a quarter earlier. </p><p>Intel is coming from behind—and the stock has struggled for years—but the company opened eyes this month with the launch of Gaudi 3, its third-generation AI accelerator chips for training and inference. Intel contends that Gaudi 3 is faster than Nvidia’s H100 for both AI tasks, while using less power—and that Gaudi 3 will be competitive with Blackwell. </p><p style=\"text-align: start;\">Intel, which is now spending billions to build out chip fabs in Arizona and Ohio, should be advantaged over the long run by having its own source of supply in a market with a severe supply shortage. But not yet: Gaudi 3 will be produced by TSMC, just like AI chips from Nvidia and AMD. </p><p style=\"text-align: start;\">Jeni Barovian, vice president of Intel’s Network &amp; Edge group, credits Nvidia for “establishing a foundation for this revolution,” but says Intel doesn’t intend to be left behind. Customers want alternatives, she says. “They don’t feel like they’re getting a choice today.”</p><p style=\"text-align: start;\">Then there’s Qualcomm, another long-term leader in the semiconductor arena. The mobile-phone chip company has taken technologies originally designed for smartphones and applied them to the cloud in an AI inference chip it calls the Cloud AI 100. Qualcomm ultimately seems more interested in the opportunity to serve the edge of the networks, on laptops and phones. </p><p style=\"text-align: start;\">Qualcomm senior vice president Ziad Asghar thinks that, over time, more inference workloads will be handled on “edge devices.” The theory is that it’s cheaper, and more data-safe, to stay out of the cloud. “The center of gravity in inference is shifting from the cloud to the edge,” Asghar says.</p><p style=\"text-align: start;\">Less visible but no less serious about competing in AI chips are the internal teams at four cloud-computing giants—Amazon, Alphabet, Meta Platforms, and Microsoft. All four are designing proprietary chips for both their own internal needs and to serve cloud customers. The competitive story here is less direct—none of the cloud leaders sell chips to third parties. </p><p style=\"text-align: start;\">Nonetheless, they’re still a threat to Nvidia. Meta, Microsoft, Amazon, and Google together are spending a fortune on AI infrastructure. Those four are expected to have combined fiscal-2024 capital spending of $178 billion, up more than 26% from a year earlier. Microsoft alone will see capex increase 53% this year, according to estimates tracked by FactSet. Spending will jump 31% at Alphabet, and 26% at Meta. All four are building chips in part to gain better control of their spending—and they all say they can get there by controlling more of the “stack,” including software, hardware, and chip design—not unlike Apple’s approach to hardware design.</p><p style=\"text-align: start;\">Nvidia declined to comment for this article, noting that the company is in its pre-earnings quiet period. But Huang did address the question of competition in the recent past.</p><p style=\"text-align: start;\">“We have more competition than anyone on the planet,” Huang said at a March event at the Stanford Institute for Economic Policy. “Not only do we have competition from our competitors, we have competition from our customers.” His view is that the high levels of integration and efficiency built into Nvidia’s systems make it tough for rivals to keep up. Huang has said that the company’s total cost of operation is so good that “even when the competitors’ chips are free, it’s not cheap enough.”</p><p>That hasn’t stopped Big Tech from trying, and they’re being joined by a host of venture-backed start-ups. Some of those start-ups are hoping to sell chips and systems to server and cloud providers, but most of them are trying to disrupt the market by offering cloud-based services directly to customers.</p><p style=\"text-align: start;\">The most intriguing of the group might be Cerebras Systems, which reportedly is planning a 2024 IPO. </p><h3 id=\"id_3999850145\" style=\"text-align: start;\">Chip Choices</h3><p style=\"text-align: start;\">Nvidia has dominated the market for AI chips so far, but the list of competitors is growing. A look at some of the contestants.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97aa44a04e7f04d225e7e86c52db7750\" tg-width=\"619\" tg-height=\"531\"/></p><p>In March, Cerebras unveiled its largest chip to date, the Wafer Scale Engine 3, or WSE-3. At 72 square inches, it’s the largest commercial chip ever made. The H100, by contrast, is roughly one square inch. Rather than trying to network lots of chips together—an engineering challenge—Cerebras is simply packing all of the power onto a gargantuan semiconductor.</p><p style=\"text-align: start;\">Cerebras’ chip has four trillion transistors, 50 times the computing power of the H100.</p><p style=\"text-align: start;\">Cerebras is bundling the chips into a computing platform called CS-3, which it says can train a large language model like Meta’s Llama in one day, versus one month for Nvidia-based platforms. Cerebras doesn’t sell chips directly. While it’s willing to sell full hardware systems, most of the start-up’s revenue comes from selling access to its systems the same way cloud vendors do. Among its customers: the Mayo Clinic, GSK, and the Lawrence Livermore National Laboratory.</p><p style=\"text-align: start;\">Cerebras CEO Andrew Feldman says the company built eight times as many systems in 2023 as it did the prior year, and it expects the total to increase 10 times in 2024. Cerebras had 2023 revenue of $79 million, and has reached cash flow break-even. The company has raised $715 million in venture capital, and was valued at $4 billion in its most recent round, in 2021.</p><p style=\"text-align: start;\">“The opportunity is to bring supercomputer performance to large enterprises without supercomputer overhead,” Feldman says. </p><p style=\"text-align: start;\">The secret to that, he says, is the dinner-plate-size chips. “Big chips means you don’t have to break up work.” </p><p style=\"text-align: start;\">Jonathan Ross, who played an important role in developing Google’s AI chips, is now running an AI chip start-up called Groq—not to be confused with Elon Musk’s Grok AI model. (All of this grokking stems from a word coined by Robert Heinlein in his 1961 novel, <em>Stranger in a Strange Land</em>; it means to fully understand something in the deepest possible way.)</p><p style=\"text-align: start;\">Like Cerebras, Groq’s strategy is to sell compute time on a consumption basis, rather than selling chips to hardware and cloud companies. Ross says Groq can run popular models like Meta’s Llama 2-70b at 10 times the speed of Nvidia-based systems. (You can try it free on the company’s website.) After Nvidia’s Huang unveiled Blackwell a few weeks ago, Groq cheekily issued a press release that simply said, “Still faster.” The company has announced $367 million in funding to date; Ross says it’s raised additional capital that hasn’t yet been announced.</p><p style=\"text-align: start;\">AI chip start-up d-Matrix is focused on AI inference applications in the data center, leaving the model-building to Nvidia and others. Founded in 2019, d-Matrix uses a design called “in-memory compute,” which CEO Sid Sheth says is an idea that has been around for 30 or 40 years—an approach to speed up computation—but which never had a really good application until AI emerged. D-Matrix, which has raised $160 million, expects to start selling chips next year.</p><p style=\"text-align: start;\">SambaNova, which has raised $1.1 billion from venture investors, is another company taking a systems-based approach to serving the AI market. In addition to chips, its approach aggregates 54 open-source AI models, including those from Google and Meta.</p><p>One surprising element of the SambaNova story is that, for many customers, it is installing physical systems in their data centers. “The large majority of enterprise data still sits on premises,” says CEO Rodrigo Liang. He notes that customers come from areas such as banking, healthcare, and government, including the national laboratories at Sandia, Lawrence Livermore, and Los Alamos.</p><p style=\"text-align: start;\">There are plenty of other AI chip start-ups out there. Rain AI, which has seed funding from OpenAI CEO Sam Altman, is focused specifically on energy efficiency, and running large language models on edge devices. Lightmatter is using photonics—light-based technology originally built for quantum computing applications—to improve the speed of networking in AI data centers. </p><p style=\"text-align: start;\">To be sure, these start-ups have big ideas, but they’re still operating at a small scale. It could be years before they’re ready to take on Nvidia. There are potentially big wallets ready to accelerate their progress, though. </p><p style=\"text-align: start;\">Bloomberg has reported that SoftBank Group is considering a $100 billion investment to fund a new AI chip company. (SoftBank is also a SambaNova investor and customer.) Meanwhile, OpenAI’s Altman, according to The Wall Street Journal, has penciled in a plan to invest up to $7 trillion—a figure that seems implausibly large—to build dozens of new chip fabs. Neither SoftBank nor OpenAI would comment on those reports.</p><p style=\"text-align: start;\">The emergence of the growing number of new and potential competition isn’t likely to end Nvidia’s reign as the AI chip champion. But it does mean that Nvidia’s unobstructed domination of a $1 trillion market is coming to an end. Starting now.</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 Won AI's First Round. Now the Competition Is Heating Up</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 Won AI's First Round. Now the Competition Is Heating Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-19 19:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Artificial intelligence has delivered seemingly daily wonders for the past 18 months. For investors, the biggest surprise has been the rise of Nvidia, which has come from humble roots to thoroughly dominate the market for AI-related chips. </p><p style=\"text-align: start;\">Once known mostly for building PC add-on graphics cards for gamers, Nvidia has transformed its graphics processing units, or GPUs, into the beating heart of the AI revolution, powering the creation of large language models and running the inference software that leverages them in data centers around the world. Nvidia has been nearly alone on the field, with more than 90% market share.</p><p>But fresh competition is coming—from companies big and small—and the battle will be fierce. The stakes couldn’t be bigger: Lisa Su, the CEO of Advanced Micro Devices, has sized the AI chip market at $400 billion by 2027. Intel CEO Pat Gelsinger has projected a $1 trillion opportunity by 2030. That’s almost twice the size of the entire chip industry in 2023.</p><p>Nvidia’s Jensen Huang has built a company that is universally respected and admired, but chip buyers aren’t keen on relying on a single source. Hardware companies such as Dell Technologies, Hewlett Packard Enterprise, Lenovo, and Super Micro Computer can’t get enough Nvidia chips to meet customer demand—and they’d like alternatives. Cloud providers like Amazon.com and Alphabet’s Google want more options so badly that they are designing their own chips. And companies that rely on AI-based systems want more computing resources at more manageable costs than they can get now.</p><p>Nvidia’s success is now an opportunity for everyone else.</p><p>It’s hard to find a product of any variety that has had more impact on the financial markets so quickly than the Nvidia H100 GPU, which launched in March 2022. </p><p style=\"text-align: start;\">Nvidia’s share price has more than tripled since the H100’s debut, boosting the company’s market value to $2.1 trillion. Among U.S.-listed companies, only Microsoft and Apple have higher market caps. And no other chip company is anywhere close.</p><p style=\"text-align: start;\">This is no GameStop or Trump Media &amp; Technology. In fact, Nvidia is the anti-meme stock: The company’s revenue growth has actually outpaced the stock gains. For its fiscal fourth quarter ended on Jan. 28, Nvidia posted revenue of $22.1 billion, up 265% from a year earlier. The company’s data center revenue was up 409%.</p><p style=\"text-align: start;\">A few weeks ago, Nvidia launched its latest marvel, the Blackwell B200 GPU, which CEO Huang says dramatically outperforms the H100. With Blackwell, Nvidia raises the bar for its rivals. Nvidia for the foreseeable future will sell as many Blackwells as it can make—or, to be more precise, that partner Taiwan Semiconductor Manufacturing can make for it. </p><p style=\"text-align: start;\">Huang has said Blackwell GPUs will cost $30,000 to $40,000 apiece. The current H100s sell in the same range. But the chip prices aren’t the whole story. AI customers want to run workloads in the shortest time, at the lowest cost, with the highest accuracy and reliability, drawing as little power as possible. There are a number of companies that think they can do that as well—or better—than Nvidia.</p><p>Nvidia’s rivals fall into three groups: big chip makers, cloud computing vendors, and venture-backed start-ups. With a $1 trillion market at stake, this won’t be winner-take-all. It isn’t game over. It’s game on.</p><p style=\"text-align: start;\">Nvidia’s most obvious challengers are Advanced Micro Devices and Intel. </p><p style=\"text-align: start;\">AMD shares have rallied 71% over the past 12 months, aided by the market’s perception that its new MI300 GPUs will chip away at Nvidia’s stranglehold on the market. That hope is inspired by AMD’s success at stealing market share from Intel in PC and servers. </p><p style=\"text-align: start;\">“AMD is really the only other company on the field,” contends Andrew Dieckmann, general manager of AMD’s data center GPU business. “We’re the only other solution being adopted at scale within the industry.” He says that AMD chips outperform Nvidia’s H100 for many inference workloads, while offering parity for model training. But AMD’s other asset is that it isn’t Nvidia.</p><p style=\"text-align: start;\">“For the very large users, they are not going to bet their entire franchise on one supplier,” Dieckmann says. “There is an extreme desire for market alternatives.”</p><p style=\"text-align: start;\">AMD CEO Lisa Su said on the company’s most recent earnings call that she now expects 2024 GPU revenue of $3.5 billion, up from a forecast of $2 billion a quarter earlier. </p><p>Intel is coming from behind—and the stock has struggled for years—but the company opened eyes this month with the launch of Gaudi 3, its third-generation AI accelerator chips for training and inference. Intel contends that Gaudi 3 is faster than Nvidia’s H100 for both AI tasks, while using less power—and that Gaudi 3 will be competitive with Blackwell. </p><p style=\"text-align: start;\">Intel, which is now spending billions to build out chip fabs in Arizona and Ohio, should be advantaged over the long run by having its own source of supply in a market with a severe supply shortage. But not yet: Gaudi 3 will be produced by TSMC, just like AI chips from Nvidia and AMD. </p><p style=\"text-align: start;\">Jeni Barovian, vice president of Intel’s Network &amp; Edge group, credits Nvidia for “establishing a foundation for this revolution,” but says Intel doesn’t intend to be left behind. Customers want alternatives, she says. “They don’t feel like they’re getting a choice today.”</p><p style=\"text-align: start;\">Then there’s Qualcomm, another long-term leader in the semiconductor arena. The mobile-phone chip company has taken technologies originally designed for smartphones and applied them to the cloud in an AI inference chip it calls the Cloud AI 100. Qualcomm ultimately seems more interested in the opportunity to serve the edge of the networks, on laptops and phones. </p><p style=\"text-align: start;\">Qualcomm senior vice president Ziad Asghar thinks that, over time, more inference workloads will be handled on “edge devices.” The theory is that it’s cheaper, and more data-safe, to stay out of the cloud. “The center of gravity in inference is shifting from the cloud to the edge,” Asghar says.</p><p style=\"text-align: start;\">Less visible but no less serious about competing in AI chips are the internal teams at four cloud-computing giants—Amazon, Alphabet, Meta Platforms, and Microsoft. All four are designing proprietary chips for both their own internal needs and to serve cloud customers. The competitive story here is less direct—none of the cloud leaders sell chips to third parties. </p><p style=\"text-align: start;\">Nonetheless, they’re still a threat to Nvidia. Meta, Microsoft, Amazon, and Google together are spending a fortune on AI infrastructure. Those four are expected to have combined fiscal-2024 capital spending of $178 billion, up more than 26% from a year earlier. Microsoft alone will see capex increase 53% this year, according to estimates tracked by FactSet. Spending will jump 31% at Alphabet, and 26% at Meta. All four are building chips in part to gain better control of their spending—and they all say they can get there by controlling more of the “stack,” including software, hardware, and chip design—not unlike Apple’s approach to hardware design.</p><p style=\"text-align: start;\">Nvidia declined to comment for this article, noting that the company is in its pre-earnings quiet period. But Huang did address the question of competition in the recent past.</p><p style=\"text-align: start;\">“We have more competition than anyone on the planet,” Huang said at a March event at the Stanford Institute for Economic Policy. “Not only do we have competition from our competitors, we have competition from our customers.” His view is that the high levels of integration and efficiency built into Nvidia’s systems make it tough for rivals to keep up. Huang has said that the company’s total cost of operation is so good that “even when the competitors’ chips are free, it’s not cheap enough.”</p><p>That hasn’t stopped Big Tech from trying, and they’re being joined by a host of venture-backed start-ups. Some of those start-ups are hoping to sell chips and systems to server and cloud providers, but most of them are trying to disrupt the market by offering cloud-based services directly to customers.</p><p style=\"text-align: start;\">The most intriguing of the group might be Cerebras Systems, which reportedly is planning a 2024 IPO. </p><h3 id=\"id_3999850145\" style=\"text-align: start;\">Chip Choices</h3><p style=\"text-align: start;\">Nvidia has dominated the market for AI chips so far, but the list of competitors is growing. A look at some of the contestants.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97aa44a04e7f04d225e7e86c52db7750\" tg-width=\"619\" tg-height=\"531\"/></p><p>In March, Cerebras unveiled its largest chip to date, the Wafer Scale Engine 3, or WSE-3. At 72 square inches, it’s the largest commercial chip ever made. The H100, by contrast, is roughly one square inch. Rather than trying to network lots of chips together—an engineering challenge—Cerebras is simply packing all of the power onto a gargantuan semiconductor.</p><p style=\"text-align: start;\">Cerebras’ chip has four trillion transistors, 50 times the computing power of the H100.</p><p style=\"text-align: start;\">Cerebras is bundling the chips into a computing platform called CS-3, which it says can train a large language model like Meta’s Llama in one day, versus one month for Nvidia-based platforms. Cerebras doesn’t sell chips directly. While it’s willing to sell full hardware systems, most of the start-up’s revenue comes from selling access to its systems the same way cloud vendors do. Among its customers: the Mayo Clinic, GSK, and the Lawrence Livermore National Laboratory.</p><p style=\"text-align: start;\">Cerebras CEO Andrew Feldman says the company built eight times as many systems in 2023 as it did the prior year, and it expects the total to increase 10 times in 2024. Cerebras had 2023 revenue of $79 million, and has reached cash flow break-even. The company has raised $715 million in venture capital, and was valued at $4 billion in its most recent round, in 2021.</p><p style=\"text-align: start;\">“The opportunity is to bring supercomputer performance to large enterprises without supercomputer overhead,” Feldman says. </p><p style=\"text-align: start;\">The secret to that, he says, is the dinner-plate-size chips. “Big chips means you don’t have to break up work.” </p><p style=\"text-align: start;\">Jonathan Ross, who played an important role in developing Google’s AI chips, is now running an AI chip start-up called Groq—not to be confused with Elon Musk’s Grok AI model. (All of this grokking stems from a word coined by Robert Heinlein in his 1961 novel, <em>Stranger in a Strange Land</em>; it means to fully understand something in the deepest possible way.)</p><p style=\"text-align: start;\">Like Cerebras, Groq’s strategy is to sell compute time on a consumption basis, rather than selling chips to hardware and cloud companies. Ross says Groq can run popular models like Meta’s Llama 2-70b at 10 times the speed of Nvidia-based systems. (You can try it free on the company’s website.) After Nvidia’s Huang unveiled Blackwell a few weeks ago, Groq cheekily issued a press release that simply said, “Still faster.” The company has announced $367 million in funding to date; Ross says it’s raised additional capital that hasn’t yet been announced.</p><p style=\"text-align: start;\">AI chip start-up d-Matrix is focused on AI inference applications in the data center, leaving the model-building to Nvidia and others. Founded in 2019, d-Matrix uses a design called “in-memory compute,” which CEO Sid Sheth says is an idea that has been around for 30 or 40 years—an approach to speed up computation—but which never had a really good application until AI emerged. D-Matrix, which has raised $160 million, expects to start selling chips next year.</p><p style=\"text-align: start;\">SambaNova, which has raised $1.1 billion from venture investors, is another company taking a systems-based approach to serving the AI market. In addition to chips, its approach aggregates 54 open-source AI models, including those from Google and Meta.</p><p>One surprising element of the SambaNova story is that, for many customers, it is installing physical systems in their data centers. “The large majority of enterprise data still sits on premises,” says CEO Rodrigo Liang. He notes that customers come from areas such as banking, healthcare, and government, including the national laboratories at Sandia, Lawrence Livermore, and Los Alamos.</p><p style=\"text-align: start;\">There are plenty of other AI chip start-ups out there. Rain AI, which has seed funding from OpenAI CEO Sam Altman, is focused specifically on energy efficiency, and running large language models on edge devices. Lightmatter is using photonics—light-based technology originally built for quantum computing applications—to improve the speed of networking in AI data centers. </p><p style=\"text-align: start;\">To be sure, these start-ups have big ideas, but they’re still operating at a small scale. It could be years before they’re ready to take on Nvidia. There are potentially big wallets ready to accelerate their progress, though. </p><p style=\"text-align: start;\">Bloomberg has reported that SoftBank Group is considering a $100 billion investment to fund a new AI chip company. (SoftBank is also a SambaNova investor and customer.) Meanwhile, OpenAI’s Altman, according to The Wall Street Journal, has penciled in a plan to invest up to $7 trillion—a figure that seems implausibly large—to build dozens of new chip fabs. Neither SoftBank nor OpenAI would comment on those reports.</p><p style=\"text-align: start;\">The emergence of the growing number of new and potential competition isn’t likely to end Nvidia’s reign as the AI chip champion. But it does mean that Nvidia’s unobstructed domination of a $1 trillion market is coming to an end. Starting now.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","INTC":"英特尔","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129110159","content_text":"Artificial intelligence has delivered seemingly daily wonders for the past 18 months. For investors, the biggest surprise has been the rise of Nvidia, which has come from humble roots to thoroughly dominate the market for AI-related chips. Once known mostly for building PC add-on graphics cards for gamers, Nvidia has transformed its graphics processing units, or GPUs, into the beating heart of the AI revolution, powering the creation of large language models and running the inference software that leverages them in data centers around the world. Nvidia has been nearly alone on the field, with more than 90% market share.But fresh competition is coming—from companies big and small—and the battle will be fierce. The stakes couldn’t be bigger: Lisa Su, the CEO of Advanced Micro Devices, has sized the AI chip market at $400 billion by 2027. Intel CEO Pat Gelsinger has projected a $1 trillion opportunity by 2030. That’s almost twice the size of the entire chip industry in 2023.Nvidia’s Jensen Huang has built a company that is universally respected and admired, but chip buyers aren’t keen on relying on a single source. Hardware companies such as Dell Technologies, Hewlett Packard Enterprise, Lenovo, and Super Micro Computer can’t get enough Nvidia chips to meet customer demand—and they’d like alternatives. Cloud providers like Amazon.com and Alphabet’s Google want more options so badly that they are designing their own chips. And companies that rely on AI-based systems want more computing resources at more manageable costs than they can get now.Nvidia’s success is now an opportunity for everyone else.It’s hard to find a product of any variety that has had more impact on the financial markets so quickly than the Nvidia H100 GPU, which launched in March 2022. Nvidia’s share price has more than tripled since the H100’s debut, boosting the company’s market value to $2.1 trillion. Among U.S.-listed companies, only Microsoft and Apple have higher market caps. And no other chip company is anywhere close.This is no GameStop or Trump Media & Technology. In fact, Nvidia is the anti-meme stock: The company’s revenue growth has actually outpaced the stock gains. For its fiscal fourth quarter ended on Jan. 28, Nvidia posted revenue of $22.1 billion, up 265% from a year earlier. The company’s data center revenue was up 409%.A few weeks ago, Nvidia launched its latest marvel, the Blackwell B200 GPU, which CEO Huang says dramatically outperforms the H100. With Blackwell, Nvidia raises the bar for its rivals. Nvidia for the foreseeable future will sell as many Blackwells as it can make—or, to be more precise, that partner Taiwan Semiconductor Manufacturing can make for it. Huang has said Blackwell GPUs will cost $30,000 to $40,000 apiece. The current H100s sell in the same range. But the chip prices aren’t the whole story. AI customers want to run workloads in the shortest time, at the lowest cost, with the highest accuracy and reliability, drawing as little power as possible. There are a number of companies that think they can do that as well—or better—than Nvidia.Nvidia’s rivals fall into three groups: big chip makers, cloud computing vendors, and venture-backed start-ups. With a $1 trillion market at stake, this won’t be winner-take-all. It isn’t game over. It’s game on.Nvidia’s most obvious challengers are Advanced Micro Devices and Intel. AMD shares have rallied 71% over the past 12 months, aided by the market’s perception that its new MI300 GPUs will chip away at Nvidia’s stranglehold on the market. That hope is inspired by AMD’s success at stealing market share from Intel in PC and servers. “AMD is really the only other company on the field,” contends Andrew Dieckmann, general manager of AMD’s data center GPU business. “We’re the only other solution being adopted at scale within the industry.” He says that AMD chips outperform Nvidia’s H100 for many inference workloads, while offering parity for model training. But AMD’s other asset is that it isn’t Nvidia.“For the very large users, they are not going to bet their entire franchise on one supplier,” Dieckmann says. “There is an extreme desire for market alternatives.”AMD CEO Lisa Su said on the company’s most recent earnings call that she now expects 2024 GPU revenue of $3.5 billion, up from a forecast of $2 billion a quarter earlier. Intel is coming from behind—and the stock has struggled for years—but the company opened eyes this month with the launch of Gaudi 3, its third-generation AI accelerator chips for training and inference. Intel contends that Gaudi 3 is faster than Nvidia’s H100 for both AI tasks, while using less power—and that Gaudi 3 will be competitive with Blackwell. Intel, which is now spending billions to build out chip fabs in Arizona and Ohio, should be advantaged over the long run by having its own source of supply in a market with a severe supply shortage. But not yet: Gaudi 3 will be produced by TSMC, just like AI chips from Nvidia and AMD. Jeni Barovian, vice president of Intel’s Network & Edge group, credits Nvidia for “establishing a foundation for this revolution,” but says Intel doesn’t intend to be left behind. Customers want alternatives, she says. “They don’t feel like they’re getting a choice today.”Then there’s Qualcomm, another long-term leader in the semiconductor arena. The mobile-phone chip company has taken technologies originally designed for smartphones and applied them to the cloud in an AI inference chip it calls the Cloud AI 100. Qualcomm ultimately seems more interested in the opportunity to serve the edge of the networks, on laptops and phones. Qualcomm senior vice president Ziad Asghar thinks that, over time, more inference workloads will be handled on “edge devices.” The theory is that it’s cheaper, and more data-safe, to stay out of the cloud. “The center of gravity in inference is shifting from the cloud to the edge,” Asghar says.Less visible but no less serious about competing in AI chips are the internal teams at four cloud-computing giants—Amazon, Alphabet, Meta Platforms, and Microsoft. All four are designing proprietary chips for both their own internal needs and to serve cloud customers. The competitive story here is less direct—none of the cloud leaders sell chips to third parties. Nonetheless, they’re still a threat to Nvidia. Meta, Microsoft, Amazon, and Google together are spending a fortune on AI infrastructure. Those four are expected to have combined fiscal-2024 capital spending of $178 billion, up more than 26% from a year earlier. Microsoft alone will see capex increase 53% this year, according to estimates tracked by FactSet. Spending will jump 31% at Alphabet, and 26% at Meta. All four are building chips in part to gain better control of their spending—and they all say they can get there by controlling more of the “stack,” including software, hardware, and chip design—not unlike Apple’s approach to hardware design.Nvidia declined to comment for this article, noting that the company is in its pre-earnings quiet period. But Huang did address the question of competition in the recent past.“We have more competition than anyone on the planet,” Huang said at a March event at the Stanford Institute for Economic Policy. “Not only do we have competition from our competitors, we have competition from our customers.” His view is that the high levels of integration and efficiency built into Nvidia’s systems make it tough for rivals to keep up. Huang has said that the company’s total cost of operation is so good that “even when the competitors’ chips are free, it’s not cheap enough.”That hasn’t stopped Big Tech from trying, and they’re being joined by a host of venture-backed start-ups. Some of those start-ups are hoping to sell chips and systems to server and cloud providers, but most of them are trying to disrupt the market by offering cloud-based services directly to customers.The most intriguing of the group might be Cerebras Systems, which reportedly is planning a 2024 IPO. Chip ChoicesNvidia has dominated the market for AI chips so far, but the list of competitors is growing. A look at some of the contestants.In March, Cerebras unveiled its largest chip to date, the Wafer Scale Engine 3, or WSE-3. At 72 square inches, it’s the largest commercial chip ever made. The H100, by contrast, is roughly one square inch. Rather than trying to network lots of chips together—an engineering challenge—Cerebras is simply packing all of the power onto a gargantuan semiconductor.Cerebras’ chip has four trillion transistors, 50 times the computing power of the H100.Cerebras is bundling the chips into a computing platform called CS-3, which it says can train a large language model like Meta’s Llama in one day, versus one month for Nvidia-based platforms. Cerebras doesn’t sell chips directly. While it’s willing to sell full hardware systems, most of the start-up’s revenue comes from selling access to its systems the same way cloud vendors do. Among its customers: the Mayo Clinic, GSK, and the Lawrence Livermore National Laboratory.Cerebras CEO Andrew Feldman says the company built eight times as many systems in 2023 as it did the prior year, and it expects the total to increase 10 times in 2024. Cerebras had 2023 revenue of $79 million, and has reached cash flow break-even. The company has raised $715 million in venture capital, and was valued at $4 billion in its most recent round, in 2021.“The opportunity is to bring supercomputer performance to large enterprises without supercomputer overhead,” Feldman says. The secret to that, he says, is the dinner-plate-size chips. “Big chips means you don’t have to break up work.” Jonathan Ross, who played an important role in developing Google’s AI chips, is now running an AI chip start-up called Groq—not to be confused with Elon Musk’s Grok AI model. (All of this grokking stems from a word coined by Robert Heinlein in his 1961 novel, Stranger in a Strange Land; it means to fully understand something in the deepest possible way.)Like Cerebras, Groq’s strategy is to sell compute time on a consumption basis, rather than selling chips to hardware and cloud companies. Ross says Groq can run popular models like Meta’s Llama 2-70b at 10 times the speed of Nvidia-based systems. (You can try it free on the company’s website.) After Nvidia’s Huang unveiled Blackwell a few weeks ago, Groq cheekily issued a press release that simply said, “Still faster.” The company has announced $367 million in funding to date; Ross says it’s raised additional capital that hasn’t yet been announced.AI chip start-up d-Matrix is focused on AI inference applications in the data center, leaving the model-building to Nvidia and others. Founded in 2019, d-Matrix uses a design called “in-memory compute,” which CEO Sid Sheth says is an idea that has been around for 30 or 40 years—an approach to speed up computation—but which never had a really good application until AI emerged. D-Matrix, which has raised $160 million, expects to start selling chips next year.SambaNova, which has raised $1.1 billion from venture investors, is another company taking a systems-based approach to serving the AI market. In addition to chips, its approach aggregates 54 open-source AI models, including those from Google and Meta.One surprising element of the SambaNova story is that, for many customers, it is installing physical systems in their data centers. “The large majority of enterprise data still sits on premises,” says CEO Rodrigo Liang. He notes that customers come from areas such as banking, healthcare, and government, including the national laboratories at Sandia, Lawrence Livermore, and Los Alamos.There are plenty of other AI chip start-ups out there. Rain AI, which has seed funding from OpenAI CEO Sam Altman, is focused specifically on energy efficiency, and running large language models on edge devices. Lightmatter is using photonics—light-based technology originally built for quantum computing applications—to improve the speed of networking in AI data centers. To be sure, these start-ups have big ideas, but they’re still operating at a small scale. It could be years before they’re ready to take on Nvidia. There are potentially big wallets ready to accelerate their progress, though. Bloomberg has reported that SoftBank Group is considering a $100 billion investment to fund a new AI chip company. (SoftBank is also a SambaNova investor and customer.) Meanwhile, OpenAI’s Altman, according to The Wall Street Journal, has penciled in a plan to invest up to $7 trillion—a figure that seems implausibly large—to build dozens of new chip fabs. Neither SoftBank nor OpenAI would comment on those reports.The emergence of the growing number of new and potential competition isn’t likely to end Nvidia’s reign as the AI chip champion. But it does mean that Nvidia’s unobstructed domination of a $1 trillion market is coming to an end. Starting now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296616575840344,"gmtCreate":1713453754653,"gmtModify":1713453758004,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296616575840344","repostId":"1139630996","repostType":2,"repost":{"id":"1139630996","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1713452173,"share":"https://www.laohu8.com/m/news/1139630996?lang=&edition=full","pubTime":"2024-04-18 22:56","market":"us","language":"en","title":"Why TSMC Stock Is Dropping After Earnings Beat Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1139630996","media":"Dow Jones","summary":"Shares of Taiwan Semiconductor Manufacturing are down on Thursday after the world’s largest chip manufacturer beat analysts’ expectations for first-quarter earnings.The problem?","content":"<html><head></head><body><p>Shares of Taiwan Semiconductor Manufacturing  are down on Thursday after the world’s largest chip manufacturer beat analysts’ expectations for first-quarter earnings.</p><p style=\"text-align: start;\">The problem? While TSMC was upbeat about demand for chips to power artificial-intelligence technology, which it expects to represent more than 10% of revenue this year, management offered a downbeat assessment of the semiconductor industry as a whole.</p><p>On a call with analysts, the company cut its forecast for overall market growth this year, excluding memory chips, to 10%, down from “more than 10%” previously.</p><p>American depositary receipts of TSMC were down by 5.5% to $131.66 after the market opened. For comparison, the Nasdaq Composite was down 1.4%. TSMC’s drop is still a relatively small dent in the stock’s 56% rise over the past 12 months.</p><p>TSMC posted a first-quarter net profit of 225.49 billion New Taiwan dollars ($6.97 billion), up 8.9% from the same period a year earlier. Analysts had expected a net profit of 215.40 billion New Taiwan dollars, according to FactSet . </p><p>“Management said the main reason for the reduced industry outlook was the lowered expectation for automotive semis. Previously, management expected automotive to grow, and now expects the segment will decline in 2024,” wrote Needham analyst Charles Shi in a research note.</p><p>The PHLX semiconductor index was down 1.3%, with auto-focused chip stocks hit particularly hard. NXP Semiconductors was down 3.7%, ON Semiconductor was down 2.3%, and Texas Instruments was down 1.6%.</p><p>TSMC makes the main processors inside Apple iPhones, Qualcomm mobile chipsets, and processors made by Nvidia and Advanced Micro Devices. It dominates the high-end chip manufacturing market, including the 3-nanometer and 2-nanometer chips that are expected to power the next generations of smartphones.</p><p>TSMC said first-quarter revenue from its high-performance computing segment, which includes AI chips, rose about 3% from the preceding quarter, while revenue from smartphones fell 16% and revenue from its Internet of Things segment rose 5%.</p><p>“Our business in the first quarter was impacted by smartphone seasonality, partially offset by continued HPC [high-performance computing]-related demand,” said Wendell Huang, chief financial officer of TSMC, in a statement.  </p><p>Quarterly revenue in U.S. dollars was $18.87 billion, up 13% from a year before. For the second quarter, TSMC projected revenue of between $19.6 billion and $20.4 billion. The company said earlier this year that it expects revenue growth this year overall to be at least 20%, more than double the rate of the wider chip market.</p><p>“Moving into second quarter 2024, we expect our business to be supported by strong demand for our industry-leading 3 nanometer and 5 nanometer technologies, partially offset by continued smartphone seasonality,” Huang said. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why TSMC Stock Is Dropping After Earnings Beat Expectations</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 TSMC Stock Is Dropping After Earnings Beat Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-18 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Taiwan Semiconductor Manufacturing  are down on Thursday after the world’s largest chip manufacturer beat analysts’ expectations for first-quarter earnings.</p><p style=\"text-align: start;\">The problem? While TSMC was upbeat about demand for chips to power artificial-intelligence technology, which it expects to represent more than 10% of revenue this year, management offered a downbeat assessment of the semiconductor industry as a whole.</p><p>On a call with analysts, the company cut its forecast for overall market growth this year, excluding memory chips, to 10%, down from “more than 10%” previously.</p><p>American depositary receipts of TSMC were down by 5.5% to $131.66 after the market opened. For comparison, the Nasdaq Composite was down 1.4%. TSMC’s drop is still a relatively small dent in the stock’s 56% rise over the past 12 months.</p><p>TSMC posted a first-quarter net profit of 225.49 billion New Taiwan dollars ($6.97 billion), up 8.9% from the same period a year earlier. Analysts had expected a net profit of 215.40 billion New Taiwan dollars, according to FactSet . </p><p>“Management said the main reason for the reduced industry outlook was the lowered expectation for automotive semis. Previously, management expected automotive to grow, and now expects the segment will decline in 2024,” wrote Needham analyst Charles Shi in a research note.</p><p>The PHLX semiconductor index was down 1.3%, with auto-focused chip stocks hit particularly hard. NXP Semiconductors was down 3.7%, ON Semiconductor was down 2.3%, and Texas Instruments was down 1.6%.</p><p>TSMC makes the main processors inside Apple iPhones, Qualcomm mobile chipsets, and processors made by Nvidia and Advanced Micro Devices. It dominates the high-end chip manufacturing market, including the 3-nanometer and 2-nanometer chips that are expected to power the next generations of smartphones.</p><p>TSMC said first-quarter revenue from its high-performance computing segment, which includes AI chips, rose about 3% from the preceding quarter, while revenue from smartphones fell 16% and revenue from its Internet of Things segment rose 5%.</p><p>“Our business in the first quarter was impacted by smartphone seasonality, partially offset by continued HPC [high-performance computing]-related demand,” said Wendell Huang, chief financial officer of TSMC, in a statement.  </p><p>Quarterly revenue in U.S. dollars was $18.87 billion, up 13% from a year before. For the second quarter, TSMC projected revenue of between $19.6 billion and $20.4 billion. The company said earlier this year that it expects revenue growth this year overall to be at least 20%, more than double the rate of the wider chip market.</p><p>“Moving into second quarter 2024, we expect our business to be supported by strong demand for our industry-leading 3 nanometer and 5 nanometer technologies, partially offset by continued smartphone seasonality,” Huang said. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139630996","content_text":"Shares of Taiwan Semiconductor Manufacturing  are down on Thursday after the world’s largest chip manufacturer beat analysts’ expectations for first-quarter earnings.The problem? While TSMC was upbeat about demand for chips to power artificial-intelligence technology, which it expects to represent more than 10% of revenue this year, management offered a downbeat assessment of the semiconductor industry as a whole.On a call with analysts, the company cut its forecast for overall market growth this year, excluding memory chips, to 10%, down from “more than 10%” previously.American depositary receipts of TSMC were down by 5.5% to $131.66 after the market opened. For comparison, the Nasdaq Composite was down 1.4%. TSMC’s drop is still a relatively small dent in the stock’s 56% rise over the past 12 months.TSMC posted a first-quarter net profit of 225.49 billion New Taiwan dollars ($6.97 billion), up 8.9% from the same period a year earlier. Analysts had expected a net profit of 215.40 billion New Taiwan dollars, according to FactSet . “Management said the main reason for the reduced industry outlook was the lowered expectation for automotive semis. Previously, management expected automotive to grow, and now expects the segment will decline in 2024,” wrote Needham analyst Charles Shi in a research note.The PHLX semiconductor index was down 1.3%, with auto-focused chip stocks hit particularly hard. NXP Semiconductors was down 3.7%, ON Semiconductor was down 2.3%, and Texas Instruments was down 1.6%.TSMC makes the main processors inside Apple iPhones, Qualcomm mobile chipsets, and processors made by Nvidia and Advanced Micro Devices. It dominates the high-end chip manufacturing market, including the 3-nanometer and 2-nanometer chips that are expected to power the next generations of smartphones.TSMC said first-quarter revenue from its high-performance computing segment, which includes AI chips, rose about 3% from the preceding quarter, while revenue from smartphones fell 16% and revenue from its Internet of Things segment rose 5%.“Our business in the first quarter was impacted by smartphone seasonality, partially offset by continued HPC [high-performance computing]-related demand,” said Wendell Huang, chief financial officer of TSMC, in a statement.  Quarterly revenue in U.S. dollars was $18.87 billion, up 13% from a year before. For the second quarter, TSMC projected revenue of between $19.6 billion and $20.4 billion. The company said earlier this year that it expects revenue growth this year overall to be at least 20%, more than double the rate of the wider chip market.“Moving into second quarter 2024, we expect our business to be supported by strong demand for our industry-leading 3 nanometer and 5 nanometer technologies, partially offset by continued smartphone seasonality,” Huang said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296499592999112,"gmtCreate":1713425114193,"gmtModify":1713425117624,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296499592999112","repostId":"2428535449","repostType":2,"repost":{"id":"2428535449","pubTimestamp":1713415516,"share":"https://www.laohu8.com/m/news/2428535449?lang=&edition=full","pubTime":"2024-04-18 12:45","market":"us","language":"en","title":"Nvidia, Chip Stocks Drop Into Correction as Rate Bets Shift","url":"https://stock-news.laohu8.com/highlight/detail?id=2428535449","media":"Bloomberg","summary":" -- A gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen together into a technical correction, showing moderation in the global equity market’s most conspicuous driver over the past year and a half.Dubai Grinds to Standstill as Cloud Seeding Worsens Flooding. Red Lobster Considers Bankruptcy to Deal With Leases and Labor Costs. Tesla Asks Investors to Approve Musk’s $56 Billion Pay Again. Bankers Hit With Millions in Breakup Fees for Ditching New Jobs. The Philadelphia Semiconductor Index and Nvidia dropped more than 3% each Wednesday, pushing them down more than 10% from record high levels reached in March.In addition to concerns of the rallies becoming overheated, the sector has been hit by concerns over pushed back Federal Reserve interest rate cuts and China’s weak economy.TSMC’s American depositary receipts are down 6.8% from their March all-time high. The biggest drags on the SOX in its drop into correction have been Advanced Micro Devices Inc. and Intel Corp.","content":"<html><head></head><body><ul style=\"\"><li><p>Philadelphia chip gauge, Nvidia down more than 10% from peaks</p></li><li><p>‘Sector could rebound after TSMC’s numbers,’ Asymmetric says</p></li></ul><p>A gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen together into a technical correction, showing moderation in the global equity market’s most conspicuous driver over the past year and a half.</p><p>The Philadelphia Semiconductor Index and Nvidia dropped more than 3% each Wednesday, pushing them down more than 10% from record high levels reached in March. </p><p>In addition to concerns of the rallies becoming overheated, the sector has been hit by concerns over pushed back Federal Reserve interest rate cuts and China’s weak economy.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bb7eab52d3c3cb4935037852c0a25d72\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Dutch chipmaking equipment firm ASML Holding NV led Wednesday’s decline in the so-called SOX gauge after it posted disappointing orders for the latest quarter. Top customers are holding off as they work through stockpiles, though China’s buying of less-sophisticated machines has held up amid US restrictions on its access to high-tech equipment.</p><p>Taiwanese chipmaker TSMC posted a 9% rise in first-quarter net profit on Thursday that beat market expectations as it rides a wave of demand for semiconductors used in artificial intelligence applications.</p><p>While optimism has been priced into some chip stocks, “we suspect the sector could rebound after TSMC’s numbers, which we think should be solid,” said Amir Anvarzadeh, a Singapore-based strategist at Asymmetric Advisors. Still, there are concerns “about spending on mature nodes given the massive overcapacity being built in China.”</p><p>TSMC’s American depositary receipts are down 6.8% from their March all-time high. The biggest drags on the SOX in its drop into correction have been Advanced Micro Devices Inc. and Intel Corp., which are down more than 20% each since the gauge’s March 7 peak.</p></body></html>","source":"yahoofinance","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, Chip Stocks Drop Into Correction as Rate Bets Shift</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, Chip Stocks Drop Into Correction as Rate Bets Shift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 12:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nvidia-chip-stocks-drop-correction-044516486.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Philadelphia chip gauge, Nvidia down more than 10% from peaks‘Sector could rebound after TSMC’s numbers,’ Asymmetric saysA gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-chip-stocks-drop-correction-044516486.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","BK4526":"热门中概股","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4141":"半导体产品","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4503":"景林资产持仓","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4505":"高瓴资本持仓","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4581":"高盛持仓","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4512":"苹果概念","TSM":"台积电","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4548":"巴美列捷福持仓","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4591":"室温超导概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4585":"ETF&股票定投概念","NVDA":"英伟达","BK4534":"瑞士信贷持仓","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","ASML":"阿斯麦","BK4533":"AQR资本管理(全球第二大对冲基金)","SOX":"费城半导体指数","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD"},"source_url":"https://finance.yahoo.com/news/nvidia-chip-stocks-drop-correction-044516486.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2428535449","content_text":"Philadelphia chip gauge, Nvidia down more than 10% from peaks‘Sector could rebound after TSMC’s numbers,’ Asymmetric saysA gauge of global chip stocks and AI bellwether Nvidia Corp. have fallen together into a technical correction, showing moderation in the global equity market’s most conspicuous driver over the past year and a half.The Philadelphia Semiconductor Index and Nvidia dropped more than 3% each Wednesday, pushing them down more than 10% from record high levels reached in March. In addition to concerns of the rallies becoming overheated, the sector has been hit by concerns over pushed back Federal Reserve interest rate cuts and China’s weak economy.Dutch chipmaking equipment firm ASML Holding NV led Wednesday’s decline in the so-called SOX gauge after it posted disappointing orders for the latest quarter. Top customers are holding off as they work through stockpiles, though China’s buying of less-sophisticated machines has held up amid US restrictions on its access to high-tech equipment.Taiwanese chipmaker TSMC posted a 9% rise in first-quarter net profit on Thursday that beat market expectations as it rides a wave of demand for semiconductors used in artificial intelligence applications.While optimism has been priced into some chip stocks, “we suspect the sector could rebound after TSMC’s numbers, which we think should be solid,” said Amir Anvarzadeh, a Singapore-based strategist at Asymmetric Advisors. Still, there are concerns “about spending on mature nodes given the massive overcapacity being built in China.”TSMC’s American depositary receipts are down 6.8% from their March all-time high. The biggest drags on the SOX in its drop into correction have been Advanced Micro Devices Inc. and Intel Corp., which are down more than 20% each since the gauge’s March 7 peak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296090454712416,"gmtCreate":1713317662537,"gmtModify":1713317666194,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296090454712416","repostId":"1150130283","repostType":2,"repost":{"id":"1150130283","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":1713276944,"share":"https://www.laohu8.com/m/news/1150130283?lang=&edition=full","pubTime":"2024-04-16 22:15","market":"us","language":"en","title":"Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=1150130283","media":"Tiger Newspress","summary":"Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate ","content":"<html><head></head><body><p>Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdfe791a7485500e24254452aed6a3f7\" title=\"\" tg-width=\"787\" tg-height=\"622\"/></p><p>Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”</p><p>“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform</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 Rises over 2% As Evercore ISI Initiates Nvidia As Outperform\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\">2024-04-16 22:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fdfe791a7485500e24254452aed6a3f7\" title=\"\" tg-width=\"787\" tg-height=\"622\"/></p><p>Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”</p><p>“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”</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":"1150130283","content_text":"Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate 1) the importance of the chip+hardware+software ecosystem that NVDA has created, 2) that computing eras last 15-20 years and are typically dominated by a single vertically integrated ecosystem company, whose returns are measured in 100-to-1000 bagger range.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295904754446672,"gmtCreate":1713272410173,"gmtModify":1713272413944,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295904754446672","repostId":"2427823760","repostType":2,"repost":{"id":"2427823760","pubTimestamp":1713271333,"share":"https://www.laohu8.com/m/news/2427823760?lang=&edition=full","pubTime":"2024-04-16 20:42","market":"us","language":"en","title":"AMD, Arm, Nvidia in Spotlight As Evercore Initiates Coverage on Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2427823760","media":"seekingalpha","summary":"AMD (NASDAQ:AMD), Arm (NASDAQ:ARM) and Nvidia (NASDAQ:NVDA) were among the semiconductor stocks in focus on Tuesday as Evercore ISI initiated coverage on the sector. Nvidia, AMD, Broadcom (AVGO), Marv","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/ARM\">Arm</a> and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> were among the semiconductor stocks in focus on Tuesday as Evercore ISI initiated coverage on the sector.</p><p>Nvidia, AMD, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/MRVL\">Marvell</a> and ARM were part of a group to receive Outperform ratings, while <a href=\"https://laohu8.com/S/INTC\">Intel</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a> received In Line ratings.</p><p>Texas Instruments (TXN), Analog Devices (ADI), NXP Semiconductors (NXPI), ON Semiconductor (ON), Astera Labs (ALAB), Microchip Technology (MCHP), GlobalFoundries (GFS), MACOM Technology Solutions (MTSI), Allegro MicroSystems (ALGM) and IMPINJ (PI) also received Outperform ratings.</p><p>&#34;On the secular side, we favor Tectonic Shift plays in Parallel Processing (NVDA, AMD, AVGO, MRVL) and IoT (TXN, ADI, MCHP and NXPI) as we believe they are positioned in the segments that will post the highest growth,&#34; the investment firm wrote. &#34;Cyclically, we believe that this upcycle lasts into 1Q/2Q-2025, although analog/MCU could extend through the end of 2025 due to the delay those companies had in experiencing their inventory correction. In the meantime, we do believe the group could see a mid-cycle correction in 3Q/4Q-2024, which we would use as a particular buying opportunity before the end of the cycle.&#34;</p><p>Earnings and revenue for most semiconductor companies have already hit the lowest levels or are in the process of doing so, with some &#34;well below trendline,&#34; the firm said. And with the idea that most semiconductor companies are &#34;largely&#34; shipping below consumption, excess inventories are being worked off and a V-shaped recovery is likely to occur, with upward revisions over the next 12 months likely to occur.</p><p>&#34;We believe that this has already started on the Compute and Networking side of semis, and will start to happen to the Analog/MCU companies, particularly those exposed to IoT end markets,&#34; the firm wrote.</p><p>Even though the firm put an Outperform rating on most of the stocks, there is still the risk for a &#34;mid-cycle correction&#34; in short order, Evercore warned.</p><p>&#34;Over the past 15 years, Semis have often experienced a mid-cycle correction that coincides roughly with YoY revenue growth peaks,&#34; the firm wrote in the note. &#34;In aggregate, we forecast [year-over-year] growth for the industry to peak in 1Q25, which suggests a risk for a mid-cycle correction in 4Q24. That said, in this past down cycle, the industry saw material divergence in the inventory and stock correction cycles with compute-based companies suffering from the inventory correction well before analog-MCU stocks. Given this change in cycle dynamics, we think there could be a change in the mid-cycle correction pattern, with compute companies experiencing it earlier (3Q24 timeframe) and analog/MCU experiencing it later (1Q25 timeframe).&#34;</p></body></html>","source":"seekingalpha","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>AMD, Arm, Nvidia in Spotlight As Evercore Initiates Coverage on Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Arm, Nvidia in Spotlight As Evercore Initiates Coverage on Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-16 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4089978-amd-arm-nvidia-in-spotlight-evercore-initiates-coverage-semiconductor-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD, Arm and Nvidia were among the semiconductor stocks in focus on Tuesday as Evercore ISI initiated coverage on the sector.Nvidia, AMD, Broadcom, Marvell and ARM were part of a group to receive ...</p>\n\n<a href=\"https://seekingalpha.com/news/4089978-amd-arm-nvidia-in-spotlight-evercore-initiates-coverage-semiconductor-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/4089978-amd-arm-nvidia-in-spotlight-evercore-initiates-coverage-semiconductor-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2427823760","content_text":"AMD, Arm and Nvidia were among the semiconductor stocks in focus on Tuesday as Evercore ISI initiated coverage on the sector.Nvidia, AMD, Broadcom, Marvell and ARM were part of a group to receive Outperform ratings, while Intel and Qualcomm received In Line ratings.Texas Instruments (TXN), Analog Devices (ADI), NXP Semiconductors (NXPI), ON Semiconductor (ON), Astera Labs (ALAB), Microchip Technology (MCHP), GlobalFoundries (GFS), MACOM Technology Solutions (MTSI), Allegro MicroSystems (ALGM) and IMPINJ (PI) also received Outperform ratings.\"On the secular side, we favor Tectonic Shift plays in Parallel Processing (NVDA, AMD, AVGO, MRVL) and IoT (TXN, ADI, MCHP and NXPI) as we believe they are positioned in the segments that will post the highest growth,\" the investment firm wrote. \"Cyclically, we believe that this upcycle lasts into 1Q/2Q-2025, although analog/MCU could extend through the end of 2025 due to the delay those companies had in experiencing their inventory correction. In the meantime, we do believe the group could see a mid-cycle correction in 3Q/4Q-2024, which we would use as a particular buying opportunity before the end of the cycle.\"Earnings and revenue for most semiconductor companies have already hit the lowest levels or are in the process of doing so, with some \"well below trendline,\" the firm said. And with the idea that most semiconductor companies are \"largely\" shipping below consumption, excess inventories are being worked off and a V-shaped recovery is likely to occur, with upward revisions over the next 12 months likely to occur.\"We believe that this has already started on the Compute and Networking side of semis, and will start to happen to the Analog/MCU companies, particularly those exposed to IoT end markets,\" the firm wrote.Even though the firm put an Outperform rating on most of the stocks, there is still the risk for a \"mid-cycle correction\" in short order, Evercore warned.\"Over the past 15 years, Semis have often experienced a mid-cycle correction that coincides roughly with YoY revenue growth peaks,\" the firm wrote in the note. \"In aggregate, we forecast [year-over-year] growth for the industry to peak in 1Q25, which suggests a risk for a mid-cycle correction in 4Q24. That said, in this past down cycle, the industry saw material divergence in the inventory and stock correction cycles with compute-based companies suffering from the inventory correction well before analog-MCU stocks. Given this change in cycle dynamics, we think there could be a change in the mid-cycle correction pattern, with compute companies experiencing it earlier (3Q24 timeframe) and analog/MCU experiencing it later (1Q25 timeframe).\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295928258343200,"gmtCreate":1713258034603,"gmtModify":1713258038044,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295928258343200","repostId":"2427178758","repostType":2,"repost":{"id":"2427178758","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1713257745,"share":"https://www.laohu8.com/m/news/2427178758?lang=&edition=full","pubTime":"2024-04-16 16:55","market":"hk","language":"en","title":"Tesla Stock Breached Support. This Is Where It's Headed","url":"https://stock-news.laohu8.com/highlight/detail?id=2427178758","media":"Dow Jones","summary":"Tesla stock closed below key a support level Monday, leaving investors wondering where shares are headed next into the company's key first-quarter earnings report.Tesla stock dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively.The drop Monday took Tesla below technical support levels at about $164 a share. Support and resistance are terms used by traders and technical analysts. They represent levels where investors have been willing to buy, or sell, stock in the past.Breaking through a support level leaves investors looking for the next level where declines might stop. Fairlead Strategies cofounder Katie Stockton said $148 a share represents another level of support.Stockton isn't making a fundamental call on the stock. She looks at stock charts to suss out where shares can go over the short- and medium-term. Moving averages,","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock fell Tuesday after shares closed below an important level of support on Monday. The recent action leaves investors wondering where shares are headed as the company's first-quarter earnings report approaches. \n</p>\n<p>\n     Tesla dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&amp;P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively. \n</p>\n<p>\n     Shares fell 2.7%, closing at $157.11 on Tuesday, while the S&amp;P 500 and Nasdaq dropped 0.2% and 0.1%, respectively. Tesla stock hadn't traded below $160 since May 2023. \n</p>\n<p>\n     The declines leave Tesla stock down about 37% year to date. Shares are now trading for about 44 times the per-share earnings the EV maker is expected to produce in 2025. They started the year trading for about 65 times, according to FactSet. \n</p>\n<p>\n     The drop Monday took Tesla below a so-called technical support level at about $164 a share. Breaking through a support level -- a price that investors have been willing to buy in the past -- leaves investors looking for the next level where declines might stop. Fairlead Strategies co-founder Katie Stockton said $148 represents another level of support. \n</p>\n<p>\n     Stockton and other technical analysts don't make fundamental calls on stocks. They look at price charts to suss out where shares can go over the short and medium term. Technical analysts such as Stockton use moving averages, percentages of prior gains, and other data to figure out what's coming next for a particular stock. \n</p>\n<p>\n     Shares might drift toward the $148 level without something significant to change investor sentiment. Earnings are a factor that could change the picture, for better or for worse. \n</p>\n<p>\n     Tesla is due to report first-quarter results on April 23 after the market closes. It likely would take reassurance from CEO Elon Musk that growth will return to send the stock higher. \n</p>\n<p>\n     Tesla delivered about 387,000 vehicles in the first quarter of 2024, down almost 9% year over year, missing the lowest Wall Street estimates by roughly 20,000 units. The miss led Wall Street analysts to cut 2024 delivery estimates to about 1.8 million units, flat with 2023. \n</p>\n<p>\n     \"I'd love [Musk] to give a candle of hope...a ray of light for [profit margins],\" says Canaccord analyst George Gianarikas. \n</p>\n<p>\n     Lower deliveries and falling EV prices have pressured profit margins. Wall Street expects operating profit margins in the first quarter to come in at about 6%, according to FactSet, down from 11% in the first quarter of 2023 and from 19% in the first quarter of 2022. \n</p>\n<p>\n     \"People need hope,\" added Gianarikas. He rates Tesla stock at Buy with a $234 price target. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2024 16:16 ET (20:16 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Breached Support. This Is Where It's Headed</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\">\nTesla Stock Breached Support. This Is Where It's Headed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-16 16:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Tesla stock fell Tuesday after shares closed below an important level of support on Monday. The recent action leaves investors wondering where shares are headed as the company's first-quarter earnings report approaches. \n</p>\n<p>\n     Tesla dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&amp;P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively. \n</p>\n<p>\n     Shares fell 2.7%, closing at $157.11 on Tuesday, while the S&amp;P 500 and Nasdaq dropped 0.2% and 0.1%, respectively. Tesla stock hadn't traded below $160 since May 2023. \n</p>\n<p>\n     The declines leave Tesla stock down about 37% year to date. Shares are now trading for about 44 times the per-share earnings the EV maker is expected to produce in 2025. They started the year trading for about 65 times, according to FactSet. \n</p>\n<p>\n     The drop Monday took Tesla below a so-called technical support level at about $164 a share. Breaking through a support level -- a price that investors have been willing to buy in the past -- leaves investors looking for the next level where declines might stop. Fairlead Strategies co-founder Katie Stockton said $148 represents another level of support. \n</p>\n<p>\n     Stockton and other technical analysts don't make fundamental calls on stocks. They look at price charts to suss out where shares can go over the short and medium term. Technical analysts such as Stockton use moving averages, percentages of prior gains, and other data to figure out what's coming next for a particular stock. \n</p>\n<p>\n     Shares might drift toward the $148 level without something significant to change investor sentiment. Earnings are a factor that could change the picture, for better or for worse. \n</p>\n<p>\n     Tesla is due to report first-quarter results on April 23 after the market closes. It likely would take reassurance from CEO Elon Musk that growth will return to send the stock higher. \n</p>\n<p>\n     Tesla delivered about 387,000 vehicles in the first quarter of 2024, down almost 9% year over year, missing the lowest Wall Street estimates by roughly 20,000 units. The miss led Wall Street analysts to cut 2024 delivery estimates to about 1.8 million units, flat with 2023. \n</p>\n<p>\n     \"I'd love [Musk] to give a candle of hope...a ray of light for [profit margins],\" says Canaccord analyst George Gianarikas. \n</p>\n<p>\n     Lower deliveries and falling EV prices have pressured profit margins. Wall Street expects operating profit margins in the first quarter to come in at about 6%, according to FactSet, down from 11% in the first quarter of 2023 and from 19% in the first quarter of 2022. \n</p>\n<p>\n     \"People need hope,\" added Gianarikas. He rates Tesla stock at Buy with a $234 price target. \n</p>\n<p>\n     Write to Al Root at  allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2024 16:16 ET (20:16 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4551":"寇图资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4581":"高盛持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4511":"特斯拉概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2427178758","content_text":"Al Root \n\n\n  Tesla stock fell Tuesday after shares closed below an important level of support on Monday. The recent action leaves investors wondering where shares are headed as the company's first-quarter earnings report approaches. \n\n\n     Tesla dropped 5.6% Monday, losing almost $10 and closing at $161.48 following news that Tesla would lay off more than 10% of its 140,000-strong workforce. The S&P 500 and Nasdaq Composite fell 1.2% and 1.8%, respectively. \n\n\n     Shares fell 2.7%, closing at $157.11 on Tuesday, while the S&P 500 and Nasdaq dropped 0.2% and 0.1%, respectively. Tesla stock hadn't traded below $160 since May 2023. \n\n\n     The declines leave Tesla stock down about 37% year to date. Shares are now trading for about 44 times the per-share earnings the EV maker is expected to produce in 2025. They started the year trading for about 65 times, according to FactSet. \n\n\n     The drop Monday took Tesla below a so-called technical support level at about $164 a share. Breaking through a support level -- a price that investors have been willing to buy in the past -- leaves investors looking for the next level where declines might stop. Fairlead Strategies co-founder Katie Stockton said $148 represents another level of support. \n\n\n     Stockton and other technical analysts don't make fundamental calls on stocks. They look at price charts to suss out where shares can go over the short and medium term. Technical analysts such as Stockton use moving averages, percentages of prior gains, and other data to figure out what's coming next for a particular stock. \n\n\n     Shares might drift toward the $148 level without something significant to change investor sentiment. Earnings are a factor that could change the picture, for better or for worse. \n\n\n     Tesla is due to report first-quarter results on April 23 after the market closes. It likely would take reassurance from CEO Elon Musk that growth will return to send the stock higher. \n\n\n     Tesla delivered about 387,000 vehicles in the first quarter of 2024, down almost 9% year over year, missing the lowest Wall Street estimates by roughly 20,000 units. The miss led Wall Street analysts to cut 2024 delivery estimates to about 1.8 million units, flat with 2023. \n\n\n     \"I'd love [Musk] to give a candle of hope...a ray of light for [profit margins],\" says Canaccord analyst George Gianarikas. \n\n\n     Lower deliveries and falling EV prices have pressured profit margins. Wall Street expects operating profit margins in the first quarter to come in at about 6%, according to FactSet, down from 11% in the first quarter of 2023 and from 19% in the first quarter of 2022. \n\n\n     \"People need hope,\" added Gianarikas. He rates Tesla stock at Buy with a $234 price target. \n\n\n     Write to Al Root at  allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 16, 2024 16:16 ET (20:16 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295448682508360,"gmtCreate":1713149363976,"gmtModify":1713149365895,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295448682508360","repostId":"2427030347","repostType":2,"repost":{"id":"2427030347","pubTimestamp":1713144934,"share":"https://www.laohu8.com/m/news/2427030347?lang=&edition=full","pubTime":"2024-04-15 09:35","market":"us","language":"en","title":"Wall Street Favorites: 3 Magnificent 7 Stocks With Strong Buy Ratings for April 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2427030347","media":"InvestorPlace","summary":"These three Magnificent 7 stocks led last year's market surge, are now ready for a comeback with promising long-term growth ahead.","content":"<html><head></head><body><ul style=\"\"><li><p>Wager on these top three Magnificent 7 stocks that are positioned for long-term growth.</p></li><li><p><strong>Apple </strong>(<strong><u>AAPL</u></strong>): Apple is a prime ‘buy-the-dip’ opportunity.</p></li><li><p><strong>Nvidia </strong>(<strong><u>NVDA</u></strong>): Meta is primed for further gains as it integrates AI.</p></li><li><p><strong>Meta </strong>(<strong><u>META</u></strong>): Nvidia remains a linchpin in AI development.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bbd6d223c5a4c2f830fc54f09e9540dc\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: shutterstock.com/Halk-44</p><p>The Magnificent 7 stocks stood head and shoulders above the rest last year. These powerhouse stocks helped the <strong>S&amp;P 500</strong> notch fresh highs in 2023, with the index delivering more than a 20% gain.</p><p>However, despite a strong first half of 2024, these stocks have been trading in the red in recent weeks. Following an incredible rally over the past several months, I’m sure many had expected the stock market to take a breather. Nevertheless, the pullback calls for a moment of reflection for investors, who should place their bets on the Magnificent 7 stocks having the most prolonged growth potential.</p><p>In doing so, here are three Magnificent 7 stocks that offer the most potential for sustained long-term gains ahead. These three stocks contributed billions to the stock market’s gains in the past year and have proven incredibly lucrative over time.</p><h2 id=\"id_3310966186\">Apple (AAPL)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/625218234880dfa0ee48d252a9673f29\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Vytautas Kielaitis / Shutterstock.com</p><p>Most, if not all, Magnificent 7 stocks are ticking in the green this year again, but that’s not the case with <strong>Apple </strong>(NASDAQ:<strong><u>AAPL</u></strong>). AAPL stock is down more than 9% this year, with several headwinds weighing down its underlying business. Demand for its products is down, particularly in China, while it looks to navigate an antitrust lawsuit from the U.S. Department of Justice. Nevertheless, the current drop in its price, makes it an excellent ‘buy-the-dip’ candidate, especially with its upcoming generative AI innovations.</p><p>Though it has been relatively sluggish in the AI realm, Apple has the potential to catch up and then some. All eyes will be on its annual Worldwide Developers Conference, set for June this year, likely to include multiple AI product announcements. In February, Apple CEO Tim Cook discussed the company’s significant investment in AI, promising a major AI-related announcement this year. </p><h2 id=\"id_817417577\">Meta (META) </h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3f18c528aa0a22d7d26ecdf50a5bd0d\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Ascannio / Shutterstock.com</p><p><strong>Meta </strong>(NASDAQ:<strong><u>META</u></strong>) emerged as one of the top-performing stocks last year, gaining an eye-catching 145%. Its pivot from the metaverse to AI and its effective belt-tightening measures resulted in Meta’s stellar operating performance last year. It surpassed analyst estimates across both lines by handsome margins in each of the four quarters last year.</p><p>Its fourth-quarter (Q4) results show a superb 25% bump in sales on a year-over-year (YOY) basis to $40.11 billion, while it more than tripled its net income. Moreover, it ended Q4 with daily active users up 8% YOY to $3.19 billion, with monthly active users jumping 6%. Also, it initiated its first dividend and repurchased a hefty $6.32 billion in shares in Q4.</p><p>As we advance, AI will continue to be a major growth catalyst for Meta as it seamlessly layers the transformative technology across its Family of Apps and its hardware products. Moreover, CEO Mark Zuckerberg has indicated plans to spend billions on microchips from <strong>Nvidia </strong>(NASDAQ:<strong><u>NVDA</u></strong>) and its peers this year to develop responsible open-source general intelligence in the long term.</p><h2 id=\"id_1992062214\">Nvidia (NVDA)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/676eb7dcfeed3e36335ba58d4f7b433a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: FP Creative / Shutterstock.com</p><p>It’s tough to discuss AI without mentioning semiconductor giant Nvidia. Its cutting-edge GPUs accelerate the most demanding AI algorithms, positioning the company as a cornerstone in the industry. Moreover, its comprehensive hardware and software stack empowers developers to innovate faster. With AI’s disruption unlikely to stop anytime soon, Nvidia and its investors will continue to reap the rewards for years to come.</p><p>Nevertheless, after a couple of years of roughly 300% gains, it’s not too hard to imagine why investors are feeling iffy. Consequently, we’ve seen NVDA stock taking a hit in the past few weeks, down almost 5% from its all-time high of $950. However, despite the lofty price tag, <strong>Morgan Stanley </strong>analysts like Joseph Moore continue to champion the stock with it currently in correction territory. He raised the price target for NVDA stock to a parabolic $1,000, a testament to its massive long-term growth trajectory.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Favorites: 3 Magnificent 7 Stocks With Strong Buy Ratings for April 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Favorites: 3 Magnificent 7 Stocks With Strong Buy Ratings for April 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-15 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/wall-street-favorites-3-magnificent-7-stocks-with-strong-buy-ratings-for-april-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wager on these top three Magnificent 7 stocks that are positioned for long-term growth.Apple (AAPL): Apple is a prime ‘buy-the-dip’ opportunity.Nvidia (NVDA): Meta is primed for further gains as it ...</p>\n\n<a href=\"https://investorplace.com/2024/04/wall-street-favorites-3-magnificent-7-stocks-with-strong-buy-ratings-for-april-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","META":"Meta Platforms","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4512":"苹果概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4127":"投资银行业与经纪业","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","AAPL":"苹果","NVDA":"英伟达","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0079474960.USD":"联博美国增长基金A","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4567":"ESG概念","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD"},"source_url":"https://investorplace.com/2024/04/wall-street-favorites-3-magnificent-7-stocks-with-strong-buy-ratings-for-april-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2427030347","content_text":"Wager on these top three Magnificent 7 stocks that are positioned for long-term growth.Apple (AAPL): Apple is a prime ‘buy-the-dip’ opportunity.Nvidia (NVDA): Meta is primed for further gains as it integrates AI.Meta (META): Nvidia remains a linchpin in AI development.Source: shutterstock.com/Halk-44The Magnificent 7 stocks stood head and shoulders above the rest last year. These powerhouse stocks helped the S&P 500 notch fresh highs in 2023, with the index delivering more than a 20% gain.However, despite a strong first half of 2024, these stocks have been trading in the red in recent weeks. Following an incredible rally over the past several months, I’m sure many had expected the stock market to take a breather. Nevertheless, the pullback calls for a moment of reflection for investors, who should place their bets on the Magnificent 7 stocks having the most prolonged growth potential.In doing so, here are three Magnificent 7 stocks that offer the most potential for sustained long-term gains ahead. These three stocks contributed billions to the stock market’s gains in the past year and have proven incredibly lucrative over time.Apple (AAPL)Source: Vytautas Kielaitis / Shutterstock.comMost, if not all, Magnificent 7 stocks are ticking in the green this year again, but that’s not the case with Apple (NASDAQ:AAPL). AAPL stock is down more than 9% this year, with several headwinds weighing down its underlying business. Demand for its products is down, particularly in China, while it looks to navigate an antitrust lawsuit from the U.S. Department of Justice. Nevertheless, the current drop in its price, makes it an excellent ‘buy-the-dip’ candidate, especially with its upcoming generative AI innovations.Though it has been relatively sluggish in the AI realm, Apple has the potential to catch up and then some. All eyes will be on its annual Worldwide Developers Conference, set for June this year, likely to include multiple AI product announcements. In February, Apple CEO Tim Cook discussed the company’s significant investment in AI, promising a major AI-related announcement this year. Meta (META) Source: Ascannio / Shutterstock.comMeta (NASDAQ:META) emerged as one of the top-performing stocks last year, gaining an eye-catching 145%. Its pivot from the metaverse to AI and its effective belt-tightening measures resulted in Meta’s stellar operating performance last year. It surpassed analyst estimates across both lines by handsome margins in each of the four quarters last year.Its fourth-quarter (Q4) results show a superb 25% bump in sales on a year-over-year (YOY) basis to $40.11 billion, while it more than tripled its net income. Moreover, it ended Q4 with daily active users up 8% YOY to $3.19 billion, with monthly active users jumping 6%. Also, it initiated its first dividend and repurchased a hefty $6.32 billion in shares in Q4.As we advance, AI will continue to be a major growth catalyst for Meta as it seamlessly layers the transformative technology across its Family of Apps and its hardware products. Moreover, CEO Mark Zuckerberg has indicated plans to spend billions on microchips from Nvidia (NASDAQ:NVDA) and its peers this year to develop responsible open-source general intelligence in the long term.Nvidia (NVDA)Source: FP Creative / Shutterstock.comIt’s tough to discuss AI without mentioning semiconductor giant Nvidia. Its cutting-edge GPUs accelerate the most demanding AI algorithms, positioning the company as a cornerstone in the industry. Moreover, its comprehensive hardware and software stack empowers developers to innovate faster. With AI’s disruption unlikely to stop anytime soon, Nvidia and its investors will continue to reap the rewards for years to come.Nevertheless, after a couple of years of roughly 300% gains, it’s not too hard to imagine why investors are feeling iffy. Consequently, we’ve seen NVDA stock taking a hit in the past few weeks, down almost 5% from its all-time high of $950. However, despite the lofty price tag, Morgan Stanley analysts like Joseph Moore continue to champion the stock with it currently in correction territory. He raised the price target for NVDA stock to a parabolic $1,000, a testament to its massive long-term growth trajectory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295448179200240,"gmtCreate":1713149325539,"gmtModify":1713149328735,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295448179200240","repostId":"2427369058","repostType":2,"repost":{"id":"2427369058","pubTimestamp":1713146399,"share":"https://www.laohu8.com/m/news/2427369058?lang=&edition=full","pubTime":"2024-04-15 09:59","market":"us","language":"en","title":"Should You Buy Palantir Stock Before the Next S&P 500 Rebalancing in June?","url":"https://stock-news.laohu8.com/highlight/detail?id=2427369058","media":"Motley Fool","summary":"Palantir is eligible for S&P 500 inclusion. While this is a big milestone, does that make Palantir stock a buy?","content":"<html><head></head><body><ul style=\"\"><li><p>S&amp;P 500 inclusion is a major achievement for businesses.</p></li><li><p>While Palantir has been eligible for inclusion into the S&amp;P 500 index for quite some time, it has not been added.</p></li><li><p>With the index&#39;s next rebalancing set to occur in June, some investors may be wondering if now is the time to scoop up Palantir stock.</p></li></ul><p>The <strong>S&amp;P 500 </strong>is an index comprised of the 500 biggest companies in the U.S. It is generally considered to be a reference point for the overall health of the market, and provides a detailed view of how the world&#39;s largest businesses are performing.</p><p>Getting inducted into the S&amp;P 500 is a big milestone and represents major validation for businesses. However, the eligibility requirements for inclusion into the index are no small feat.</p><p>Artificial intelligence (AI) specialist <strong>Palantir Technologies</strong> (PLTR -0.74%) has been eligible for S&amp;P 500 inclusion for quite some time -- but for now, the company remains outside the index.</p><p>With the next index rebalancing scheduled to occur in June, should you consider scooping up shares in Palantir now? Let&#39;s break down Palantir&#39;s case for S&amp;P 500 inclusion and assess if the stock is a good buy right now.</p><h2 id=\"id_741905265\">How does a company become included in the S&amp;P 500?</h2><p>There are many factors that go into determining a company&#39;s eligibility for the S&amp;P 500. Items including which exchange the stock is listed on, as well as the overall size of the company by market capitalization, are general variables that go into assessing a company&#39;s eligibility.</p><p>However, one of the most important variables revolves around profitability. Specifically, the sum of the company&#39;s trailing-12-month earnings must be positive.</p><p>The chart illustrates Palantir&#39;s net income on a generally accepted accounting principles (GAAP) basis for the last several quarters. Investors can see that Palantir&#39;s earnings have been positive for the last five consecutive quarters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4e1b8e351b14e693a906d2593460496\" tg-width=\"700\" tg-height=\"356\"/></p><p>Data source: Palantir Investor Relations.</p><h2 id=\"id_1833255942\">Should you buy Palantir stock before the next S&amp;P 500 rebalancing?</h2><p>If Palantir finally receives inclusion to the S&amp;P 500 later this year, I surmise the stock will experience an uptick. Why?</p><p>Well, it&#39;s highly likely that induction into the S&amp;P 500 index will put Palantir on the radar of more institutional investors. As such, the company&#39;s coverage from investment banks and interest from hedge funds may begin to increase.</p><p>However, buying a stock for any speculative reason is not sound financial judgement.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2be5afcbfbc94620d00586a835c4ad6\" tg-width=\"700\" tg-height=\"376\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_1910336608\">Palantir is emerging as an artificial intelligence (AI) superstar</h2><p>One of the biggest themes fueling the capital markets over the last year is artificial intelligence (AI). While many investors are captivated by the progress of &#34;Magnificent Seven&#34; members <strong>Microsoft</strong>, <strong>Alphabet</strong>, <strong>Amazon</strong>, <strong>Nvidia</strong>, <strong>Tesla</strong>, <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong>, and <strong>Apple</strong>, there are many other companies emerging as formidable disruptors in the AI realm.</p><p>Palantir made a splash in the AI arena last year following the release of its fourth software suite: the Palantir Artificial Intelligence Platform (AIP). Since it was launched last April, customers have publicly showcased how AIP is impacting their business -- providing investors with a preview of the number of use cases Palantir&#39;s products cover.</p><p>Palantir&#39;s position in the AI realm isn&#39;t going unnoticed. The stock is up nearly 170% over the last year and trades at 23.5 price-to-sales (P/S) -- certainly a premium compared to other software-as-a-service (SaaS) businesses.</p><p>Nevertheless, I still see Palantir as a compelling long-term buy. The company&#39;s consistent profitability really helps Palantir stand out among other high-growth SaaS stocks -- many of which are still burning money. Moreover, I&#39;m optimistic that further revenue acceleration is on the horizon as the company uses AIP to partner with other leading AI and cloud developers.</p><p>While the stock isn&#39;t dirt cheap, I think the premium is warranted and I am bullish on Palantir&#39;s growth prospects as the long-term secular themes fueling AI play out.</p><p>Although being added to the S&amp;P 500 would be a nice milestone to achieve, the bigger idea here is that Palantir represents a strong, compelling opportunity in the high-growth and fiercely competitive AI industry. And while I think Palantir has a good chance of making it into the S&amp;P 500 this year, the themes explored throughout this piece show that there are more prudent reasons to buy Palantir stock that are tied to the actual underlying fundamentals of the business.</p><p>Overall, I see Palantir as a strong business with robust long-term growth ahead. Employing dollar-cost averaging is a prudent strategy to add to an existing position, or initiate a new one.</p></body></html>","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>Should You Buy Palantir Stock Before the Next S&P 500 Rebalancing in June?</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\">\nShould You Buy Palantir Stock Before the Next S&P 500 Rebalancing in June?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-15 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/14/should-you-buy-palantir-stock-before-the-next-sp-5/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 inclusion is a major achievement for businesses.While Palantir has been eligible for inclusion into the S&P 500 index for quite some time, it has not been added.With the index's next ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/14/should-you-buy-palantir-stock-before-the-next-sp-5/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4097":"系统软件","BK4585":"ETF&股票定投概念","BK4023":"应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","BK4504":"桥水持仓","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2024/04/14/should-you-buy-palantir-stock-before-the-next-sp-5/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2427369058","content_text":"S&P 500 inclusion is a major achievement for businesses.While Palantir has been eligible for inclusion into the S&P 500 index for quite some time, it has not been added.With the index's next rebalancing set to occur in June, some investors may be wondering if now is the time to scoop up Palantir stock.The S&P 500 is an index comprised of the 500 biggest companies in the U.S. It is generally considered to be a reference point for the overall health of the market, and provides a detailed view of how the world's largest businesses are performing.Getting inducted into the S&P 500 is a big milestone and represents major validation for businesses. However, the eligibility requirements for inclusion into the index are no small feat.Artificial intelligence (AI) specialist Palantir Technologies (PLTR -0.74%) has been eligible for S&P 500 inclusion for quite some time -- but for now, the company remains outside the index.With the next index rebalancing scheduled to occur in June, should you consider scooping up shares in Palantir now? Let's break down Palantir's case for S&P 500 inclusion and assess if the stock is a good buy right now.How does a company become included in the S&P 500?There are many factors that go into determining a company's eligibility for the S&P 500. Items including which exchange the stock is listed on, as well as the overall size of the company by market capitalization, are general variables that go into assessing a company's eligibility.However, one of the most important variables revolves around profitability. Specifically, the sum of the company's trailing-12-month earnings must be positive.The chart illustrates Palantir's net income on a generally accepted accounting principles (GAAP) basis for the last several quarters. Investors can see that Palantir's earnings have been positive for the last five consecutive quarters.Data source: Palantir Investor Relations.Should you buy Palantir stock before the next S&P 500 rebalancing?If Palantir finally receives inclusion to the S&P 500 later this year, I surmise the stock will experience an uptick. Why?Well, it's highly likely that induction into the S&P 500 index will put Palantir on the radar of more institutional investors. As such, the company's coverage from investment banks and interest from hedge funds may begin to increase.However, buying a stock for any speculative reason is not sound financial judgement.Image source: Getty Images.Palantir is emerging as an artificial intelligence (AI) superstarOne of the biggest themes fueling the capital markets over the last year is artificial intelligence (AI). While many investors are captivated by the progress of \"Magnificent Seven\" members Microsoft, Alphabet, Amazon, Nvidia, Tesla, Meta Platforms, and Apple, there are many other companies emerging as formidable disruptors in the AI realm.Palantir made a splash in the AI arena last year following the release of its fourth software suite: the Palantir Artificial Intelligence Platform (AIP). Since it was launched last April, customers have publicly showcased how AIP is impacting their business -- providing investors with a preview of the number of use cases Palantir's products cover.Palantir's position in the AI realm isn't going unnoticed. The stock is up nearly 170% over the last year and trades at 23.5 price-to-sales (P/S) -- certainly a premium compared to other software-as-a-service (SaaS) businesses.Nevertheless, I still see Palantir as a compelling long-term buy. The company's consistent profitability really helps Palantir stand out among other high-growth SaaS stocks -- many of which are still burning money. Moreover, I'm optimistic that further revenue acceleration is on the horizon as the company uses AIP to partner with other leading AI and cloud developers.While the stock isn't dirt cheap, I think the premium is warranted and I am bullish on Palantir's growth prospects as the long-term secular themes fueling AI play out.Although being added to the S&P 500 would be a nice milestone to achieve, the bigger idea here is that Palantir represents a strong, compelling opportunity in the high-growth and fiercely competitive AI industry. And while I think Palantir has a good chance of making it into the S&P 500 this year, the themes explored throughout this piece show that there are more prudent reasons to buy Palantir stock that are tied to the actual underlying fundamentals of the business.Overall, I see Palantir as a strong business with robust long-term growth ahead. Employing dollar-cost averaging is a prudent strategy to add to an existing position, or initiate a new one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294773370511536,"gmtCreate":1712984494928,"gmtModify":1712984498386,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"This happens to me too 😭😭😭","listText":"This happens to me too 😭😭😭","text":"This happens to me too 😭😭😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294773370511536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294205480829048,"gmtCreate":1712850594939,"gmtModify":1712850597055,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294205480829048","repostId":"2426738462","repostType":2,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294187174199440,"gmtCreate":1712846128530,"gmtModify":1712846131855,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294187174199440","repostId":"2426257062","repostType":2,"repost":{"id":"2426257062","pubTimestamp":1712845546,"share":"https://www.laohu8.com/m/news/2426257062?lang=&edition=full","pubTime":"2024-04-11 22:25","market":"us","language":"en","title":"Don't Be Fooled! The Nvidia Stock Pullback Is a Gift.","url":"https://stock-news.laohu8.com/highlight/detail?id=2426257062","media":"InvestorPlace","summary":"Dominance in AI technologies and new AI partnerships will drive Nvidia stock higher in the long run, despite current market turbulence.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia shares have fallen below $900/share as market takes a significant dip.</p></li><li><p>Dominance in AI technologies and new AI partnerships with large enterprises could drive even more multiple expansion in the long run. </p></li><li><p>While Nvidia is driving much of the Nasdaq’s gains in 2024, its valuation remains below a key competitor.</p></li></ul><p>Nvidia stock shareholders have had a good start to the 2024. The acclaimed chipmaker’s shares have risen more than 75% on a year-to-date basis off the back of the artificial intelligence wave that has broadly lifted technology equities since 2023. Since the advent of this year’s second quarter, the stock market rally appears to be tapering, and so has the A.I. wave that lifted Nvidia’s shares. Last time, I had written about Nvidia’s stock, the company had been nearing $1,000/share but has since dipped. In particular, Nvidia stock had reached around $950/share and has fallen nearly 10% to $871/share.</p><p>Last year, the company’s share returned a staggering gain of 240% last year, and despite some market turbulence currently, Nvidia’s share price could perform even better in 2024.</p><p>Below are three reasons to keep Nvidia stock in your portfolio despite market dip concerns.</p><h2 id=\"id_3664529675\">Nvidia dominates A.I. and competitors</h2><p>If we’re discussing AI-powering semiconductor chips, Nvidia is by far the preeminent leader in the space. Nvidia’s chip design prowess and ample R&amp;D expense, which was $7.3 billion in 2023 (27.2% of 2023 revenue) and has floated between 1/5 and 1/4 of revenue over the past few years, has allowed Nvidia to effectively snap up 81% of the market for AI chips. The chipmaker has effectively tackled and consolidated this new market in an unprecedented manner. Moreover, the only chipmaker to begin to rival Nvidia in the near future will be <strong>Advanced Micro Devices</strong> (NASDAQ:<strong>AMD</strong>). While AMD does plan to sell billions worth of AI chips in 2024, there is a steep hill to climb in terms of capturing market share.</p><p>Nvidia’s new flagship processors dubbed “Blackwell” underscore how Nvidia can leap ahead of competitors in a relatively short time span. The chipmaker continues to live up to AI hype in this regard.</p><h2 id=\"id_523196856\">New AI partnerships could drive multiple expansion</h2><p>Generative AI has created efficiencies in a number of enterprise and consumer applications; however, it has yet to make its way into the industrial sphere of the market. These spaces require heavy amounts of capital investment, and while interest rates remain elevated and will be that way for the foreseeable future, companies operating warehouses, logistics sites, or manufacturing facilities are going to look for ways to reduce their long-term costs. Digital transformation through generative AI could bring these cost efficiencies into fruition.</p><p><strong>Hitachi</strong>, a Japanese industrial conglomerate, announced a partnership with Nvidia to help bring generative AI to the forefront of its businesses. The conglomerate expects to utilize Nvidia’s Omniverse technology to simulate and optimize industrial processes. Moreover, Hitachi will also be combining its own Lumada AI library with Nvidia’s AI Enterprise and Modulus platforms to help customers, operating in a range of industries, to create their own AI-centric solutions.</p><p><strong>SAP</strong>, which is an enterprise software solutions provider, has partnered with Nvidia to create efficiencies using generative AI.</p><p>These are just some of the companies working with Nvidia to drive digital transformation in a number of industries. Nvidia’s leadership in AI makes it the ideal partner for these forward-thinking firms, and partnerships like these could drive NVDA earnings and multiple expansion in the future.</p><h2 id=\"id_2921594070\">Nvidia drives market rally, but valuation is not stretched</h2><p>Nvidia’s share price continues to amaze investors at how high it can climb. The <strong>Nasdaq</strong> has risen nearly 7% on a year-to-date perspective, and much of these gains are of course tied to Nvidia, which boasts a weighty market valuation above $2 trillion. Still, despite major gains in share price, the chipmaker’s forward P/E ratio is still well below where it was 12 months ago. Last March, the stock was trading at over 60.0x forward earnings. Nowadays, Nvidia trades around 35.1x forward earnings.</p><p>This puts Nvidia’s earnings multiple below that of its key competitor, AMD, which trades at 47.4x forward earnings.</p></body></html>","source":"investorplace_stock_picks","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>Don't Be Fooled! The Nvidia Stock Pullback Is a Gift.</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\">\nDon't Be Fooled! The Nvidia Stock Pullback Is a Gift.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 22:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/dont-be-fooled-the-nvidia-stock-pullback-is-a-gift/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia shares have fallen below $900/share as market takes a significant dip.Dominance in AI technologies and new AI partnerships with large enterprises could drive even more multiple expansion in the...</p>\n\n<a href=\"https://investorplace.com/2024/04/dont-be-fooled-the-nvidia-stock-pullback-is-a-gift/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4529":"IDC概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4528":"SaaS概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4575":"芯片概念","BK4566":"资本集团","BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4551":"寇图资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://investorplace.com/2024/04/dont-be-fooled-the-nvidia-stock-pullback-is-a-gift/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426257062","content_text":"Nvidia shares have fallen below $900/share as market takes a significant dip.Dominance in AI technologies and new AI partnerships with large enterprises could drive even more multiple expansion in the long run. While Nvidia is driving much of the Nasdaq’s gains in 2024, its valuation remains below a key competitor.Nvidia stock shareholders have had a good start to the 2024. The acclaimed chipmaker’s shares have risen more than 75% on a year-to-date basis off the back of the artificial intelligence wave that has broadly lifted technology equities since 2023. Since the advent of this year’s second quarter, the stock market rally appears to be tapering, and so has the A.I. wave that lifted Nvidia’s shares. Last time, I had written about Nvidia’s stock, the company had been nearing $1,000/share but has since dipped. In particular, Nvidia stock had reached around $950/share and has fallen nearly 10% to $871/share.Last year, the company’s share returned a staggering gain of 240% last year, and despite some market turbulence currently, Nvidia’s share price could perform even better in 2024.Below are three reasons to keep Nvidia stock in your portfolio despite market dip concerns.Nvidia dominates A.I. and competitorsIf we’re discussing AI-powering semiconductor chips, Nvidia is by far the preeminent leader in the space. Nvidia’s chip design prowess and ample R&D expense, which was $7.3 billion in 2023 (27.2% of 2023 revenue) and has floated between 1/5 and 1/4 of revenue over the past few years, has allowed Nvidia to effectively snap up 81% of the market for AI chips. The chipmaker has effectively tackled and consolidated this new market in an unprecedented manner. Moreover, the only chipmaker to begin to rival Nvidia in the near future will be Advanced Micro Devices (NASDAQ:AMD). While AMD does plan to sell billions worth of AI chips in 2024, there is a steep hill to climb in terms of capturing market share.Nvidia’s new flagship processors dubbed “Blackwell” underscore how Nvidia can leap ahead of competitors in a relatively short time span. The chipmaker continues to live up to AI hype in this regard.New AI partnerships could drive multiple expansionGenerative AI has created efficiencies in a number of enterprise and consumer applications; however, it has yet to make its way into the industrial sphere of the market. These spaces require heavy amounts of capital investment, and while interest rates remain elevated and will be that way for the foreseeable future, companies operating warehouses, logistics sites, or manufacturing facilities are going to look for ways to reduce their long-term costs. Digital transformation through generative AI could bring these cost efficiencies into fruition.Hitachi, a Japanese industrial conglomerate, announced a partnership with Nvidia to help bring generative AI to the forefront of its businesses. The conglomerate expects to utilize Nvidia’s Omniverse technology to simulate and optimize industrial processes. Moreover, Hitachi will also be combining its own Lumada AI library with Nvidia’s AI Enterprise and Modulus platforms to help customers, operating in a range of industries, to create their own AI-centric solutions.SAP, which is an enterprise software solutions provider, has partnered with Nvidia to create efficiencies using generative AI.These are just some of the companies working with Nvidia to drive digital transformation in a number of industries. Nvidia’s leadership in AI makes it the ideal partner for these forward-thinking firms, and partnerships like these could drive NVDA earnings and multiple expansion in the future.Nvidia drives market rally, but valuation is not stretchedNvidia’s share price continues to amaze investors at how high it can climb. The Nasdaq has risen nearly 7% on a year-to-date perspective, and much of these gains are of course tied to Nvidia, which boasts a weighty market valuation above $2 trillion. Still, despite major gains in share price, the chipmaker’s forward P/E ratio is still well below where it was 12 months ago. Last March, the stock was trading at over 60.0x forward earnings. Nowadays, Nvidia trades around 35.1x forward earnings.This puts Nvidia’s earnings multiple below that of its key competitor, AMD, which trades at 47.4x forward earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293755231965296,"gmtCreate":1712749043700,"gmtModify":1712749045657,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293755231965296","repostId":"2426433754","repostType":2,"repost":{"id":"2426433754","pubTimestamp":1712746939,"share":"https://www.laohu8.com/m/news/2426433754?lang=&edition=full","pubTime":"2024-04-10 19:02","market":"us","language":"en","title":"Coinbase Stock Has 25% Upside, According to 1 Wall Street Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2426433754","media":"Motley Fool","summary":"The cryptocurrency stock has surged this year.","content":"<html><head></head><body><ul style=\"\"><li><p>JMP Securities see Coinbase stock rising another 25%.</p></li><li><p>Coinbase is benefiting from a rising Bitcoin price and increased cryptocurrency volatility.</p></li><li><p>While Coinbase may generate improved results in the near term, it&#39;s revenue and profits are still heavily dependent on elevated interest in cryptocurrency.</p></li></ul><p>Analysts at JMP Securities firmed up their view of cryptocurrency exchange Coinbase on Tuesday, noting now there is less room for error for the company. Nevertheless, JMP Securities maintained its &#34;outperform&#34; rating and boosted its price target to $320. That new price target represents potential upside of 25% from the stock&#39;s Apr. 8 closing price.</p><h2 id=\"id_3499137294\">Riding Bitcoin higher</h2><p>Shares of Coinbase have surged this year as Bitcoin has rallied nearly 70% so far in 2024.</p><p>Coinbase has also made legitimate progress in reducing its costs, a necessity as cryptocurrency trading volumes dried up during the last crash. The company has also expanded its sources of revenue beyond transaction fees.</p><p>The company&#39;s latest results put this progress on display. While revenue was down slightly in 2023, adjusted EBITDA surged into positive territory, and the company even reported a small net profit. Coinbase benefits when cryptocurrency prices are rising or volatile, both of which can induce heightened trading activity.</p><h2 id=\"id_622667029\">Is Coinbase stock a buy?</h2><p>The big problem with Coinbase stock is that most of its revenue sources ultimately require sustained interest in cryptocurrencies. The company now generates meaningful revenue from stablecoins, but the sustainability of that revenue is unclear.</p><p>It may be a better idea to invest in Bitcoin directly or through an exchange-traded fund rather than speculate on Coinbase stock. While Coinbase is a much leaner company than it was during the last cryptocurrency bubble, the company has yet to show that it can sustainably turn a profit outside of those bubbles.</p></body></html>","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>Coinbase Stock Has 25% Upside, According to 1 Wall Street Analyst</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\">\nCoinbase Stock Has 25% Upside, According to 1 Wall Street Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 19:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/10/coinbase-stock-has-25-upside-according-to-1-wall-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JMP Securities see Coinbase stock rising another 25%.Coinbase is benefiting from a rising Bitcoin price and increased cryptocurrency volatility.While Coinbase may generate improved results in the near...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/10/coinbase-stock-has-25-upside-according-to-1-wall-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2024/04/10/coinbase-stock-has-25-upside-according-to-1-wall-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426433754","content_text":"JMP Securities see Coinbase stock rising another 25%.Coinbase is benefiting from a rising Bitcoin price and increased cryptocurrency volatility.While Coinbase may generate improved results in the near term, it's revenue and profits are still heavily dependent on elevated interest in cryptocurrency.Analysts at JMP Securities firmed up their view of cryptocurrency exchange Coinbase on Tuesday, noting now there is less room for error for the company. Nevertheless, JMP Securities maintained its \"outperform\" rating and boosted its price target to $320. That new price target represents potential upside of 25% from the stock's Apr. 8 closing price.Riding Bitcoin higherShares of Coinbase have surged this year as Bitcoin has rallied nearly 70% so far in 2024.Coinbase has also made legitimate progress in reducing its costs, a necessity as cryptocurrency trading volumes dried up during the last crash. The company has also expanded its sources of revenue beyond transaction fees.The company's latest results put this progress on display. While revenue was down slightly in 2023, adjusted EBITDA surged into positive territory, and the company even reported a small net profit. Coinbase benefits when cryptocurrency prices are rising or volatile, both of which can induce heightened trading activity.Is Coinbase stock a buy?The big problem with Coinbase stock is that most of its revenue sources ultimately require sustained interest in cryptocurrencies. The company now generates meaningful revenue from stablecoins, but the sustainability of that revenue is unclear.It may be a better idea to invest in Bitcoin directly or through an exchange-traded fund rather than speculate on Coinbase stock. While Coinbase is a much leaner company than it was during the last cryptocurrency bubble, the company has yet to show that it can sustainably turn a profit outside of those bubbles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293669743706320,"gmtCreate":1712716317242,"gmtModify":1712716320787,"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":3,"crmLevelSwitch":1},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293669743706320","repostId":"2426112632","repostType":2,"repost":{"id":"2426112632","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712707200,"share":"https://www.laohu8.com/m/news/2426112632?lang=&edition=full","pubTime":"2024-04-10 08:00","market":"us","language":"en","title":"Nvidia's Stock Enters a Correction. Here's Where the Other Magnificent Seven Stocks Stand","url":"https://stock-news.laohu8.com/highlight/detail?id=2426112632","media":"Dow Jones","summary":"Apple is already in a correction and Tesla is in a bear market, but the other four stocks are near highsNvidia’s stock losses Tuesday put it into correction territory.Hot chip stocks declined in Tuesd","content":"<html><head></head><body><p>Apple is already in a correction and Tesla is in a bear market, but the other four stocks are near highs</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02e776f3dd3047193eeb2e2a767d1112\" alt=\"Nvidia’s stock losses Tuesday put it into correction territory.\" title=\"Nvidia’s stock losses Tuesday put it into correction territory.\" tg-width=\"922\" tg-height=\"614\"/><span>Nvidia’s stock losses Tuesday put it into correction territory.</span></p><p>Hot chip stocks declined in Tuesday’s session, and Nvidia Corp. shares entered correction territory in the process.</p><p style=\"text-align: start;\">Nvidia’s stock fell 2% in Tuesday trading to end the day at $853.54. Because it finished below $855.02, it entered a correction, which is typically defined by those on Wall Street as a decline of between 10% and 20% from a bull-market high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0c0ba7ef052e096208c0f7ebba7c678\" alt=\"FACTSET, MARKETWATCH\" title=\"FACTSET, MARKETWATCH\" tg-width=\"944\" tg-height=\"661\"/><span>FACTSET, MARKETWATCH</span></p><p>The stock joined Apple Inc.’s in correction territory. The smartphone maker hit that threshold on March 4 with a close below $178.30.</p><p>Among the other tech stocks in the group known as the Magnificent Seven, Tesla Inc.’s stock is in a bear market, which is defined as being down more than 20% from its bull-market peak. The other four components — Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp. — all are seeing their stocks near highs. Alphabet shares, for instance, closed up 1.1% to finish at a new all-time high of $156.60.</p><p>While the PHLX Semiconductor Index SOX rose nearly 1% in Tuesday’s session, some trendy chip-related names saw declines along with Nvidia’s stock. Shares of Super Micro Computer Inc. slipped 2.6%, and shares of ARM Holdings PLC lost 1.9%.</p><p>D.A. Davidson analyst Gil Luria delivered a cautious long-term view on Nvidia shares on Tuesday. The company “should deliver a spectacular 2024 (and perhaps into 2025),” Luria wrote. But “recent trends set up a significant cyclical downturn by 2026,” he continued.</p><p style=\"text-align: start;\">“A combination of shrinking models, more steady growth in demand, maturing hyperscaler investments, and increased reliance by their largest customers on their own chips do not bode well for [Nvidia’s] out years,” he said in a note to clients. Luria has a neutral rating on the shares.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Enters a Correction. Here's Where the Other Magnificent Seven Stocks Stand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Enters a Correction. Here's Where the Other Magnificent Seven Stocks Stand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-10 08:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple is already in a correction and Tesla is in a bear market, but the other four stocks are near highs</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02e776f3dd3047193eeb2e2a767d1112\" alt=\"Nvidia’s stock losses Tuesday put it into correction territory.\" title=\"Nvidia’s stock losses Tuesday put it into correction territory.\" tg-width=\"922\" tg-height=\"614\"/><span>Nvidia’s stock losses Tuesday put it into correction territory.</span></p><p>Hot chip stocks declined in Tuesday’s session, and Nvidia Corp. shares entered correction territory in the process.</p><p style=\"text-align: start;\">Nvidia’s stock fell 2% in Tuesday trading to end the day at $853.54. Because it finished below $855.02, it entered a correction, which is typically defined by those on Wall Street as a decline of between 10% and 20% from a bull-market high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0c0ba7ef052e096208c0f7ebba7c678\" alt=\"FACTSET, MARKETWATCH\" title=\"FACTSET, MARKETWATCH\" tg-width=\"944\" tg-height=\"661\"/><span>FACTSET, MARKETWATCH</span></p><p>The stock joined Apple Inc.’s in correction territory. The smartphone maker hit that threshold on March 4 with a close below $178.30.</p><p>Among the other tech stocks in the group known as the Magnificent Seven, Tesla Inc.’s stock is in a bear market, which is defined as being down more than 20% from its bull-market peak. The other four components — Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp. — all are seeing their stocks near highs. Alphabet shares, for instance, closed up 1.1% to finish at a new all-time high of $156.60.</p><p>While the PHLX Semiconductor Index SOX rose nearly 1% in Tuesday’s session, some trendy chip-related names saw declines along with Nvidia’s stock. Shares of Super Micro Computer Inc. slipped 2.6%, and shares of ARM Holdings PLC lost 1.9%.</p><p>D.A. Davidson analyst Gil Luria delivered a cautious long-term view on Nvidia shares on Tuesday. The company “should deliver a spectacular 2024 (and perhaps into 2025),” Luria wrote. But “recent trends set up a significant cyclical downturn by 2026,” he continued.</p><p style=\"text-align: start;\">“A combination of shrinking models, more steady growth in demand, maturing hyperscaler investments, and increased reliance by their largest customers on their own chips do not bode well for [Nvidia’s] out years,” he said in a note to clients. Luria has a neutral rating on the shares.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4581":"高盛持仓","BK4505":"高瓴资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","GOOG":"谷歌","BK4504":"桥水持仓","SMCI":"超微电脑","TSLA":"特斯拉","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","GOOGL":"谷歌A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4170":"电脑硬件、储存设备及电脑周边","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","META":"Meta Platforms","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","NVDA":"英伟达","INTC":"英特尔","BK4592":"伊斯兰概念","AMZN":"亚马逊","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4507":"流媒体概念","LU0557290698.USD":"施罗德环球可持续增长基金","LU2063271972.USD":"富兰克林创新领域基金","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4577":"网络游戏","AAPL":"苹果","BK4501":"段永平概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","BK4579":"人工智能","MSFT":"微软","BK4503":"景林资产持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","ARM":"ARM Holdings Ltd","BK4574":"无人驾驶","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4573":"虚拟现实"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426112632","content_text":"Apple is already in a correction and Tesla is in a bear market, but the other four stocks are near highsNvidia’s stock losses Tuesday put it into correction territory.Hot chip stocks declined in Tuesday’s session, and Nvidia Corp. shares entered correction territory in the process.Nvidia’s stock fell 2% in Tuesday trading to end the day at $853.54. Because it finished below $855.02, it entered a correction, which is typically defined by those on Wall Street as a decline of between 10% and 20% from a bull-market high.FACTSET, MARKETWATCHThe stock joined Apple Inc.’s in correction territory. The smartphone maker hit that threshold on March 4 with a close below $178.30.Among the other tech stocks in the group known as the Magnificent Seven, Tesla Inc.’s stock is in a bear market, which is defined as being down more than 20% from its bull-market peak. The other four components — Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp. — all are seeing their stocks near highs. Alphabet shares, for instance, closed up 1.1% to finish at a new all-time high of $156.60.While the PHLX Semiconductor Index SOX rose nearly 1% in Tuesday’s session, some trendy chip-related names saw declines along with Nvidia’s stock. Shares of Super Micro Computer Inc. slipped 2.6%, and shares of ARM Holdings PLC lost 1.9%.D.A. Davidson analyst Gil Luria delivered a cautious long-term view on Nvidia shares on Tuesday. The company “should deliver a spectacular 2024 (and perhaps into 2025),” Luria wrote. But “recent trends set up a significant cyclical downturn by 2026,” he continued.“A combination of shrinking models, more steady growth in demand, maturing hyperscaler investments, and increased reliance by their largest customers on their own chips do not bode well for [Nvidia’s] out years,” he said in a note to clients. Luria has a neutral rating on the shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}