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Push29
09-03 22:46
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Palantir Technologies Rises 9% as PwC Expands Strategic Alliance to Scale Enterprise AI
Push29
09-02
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Micron Stock Can't Catch a Break. It Does Have This One Big Catalyst
Push29
2024-11-12
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Nvidia Stock Rising. How a "Transitional Quarter" Could Be a Problem
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603790520197432","repostId":"1134498147","repostType":2,"repost":{"id":"1134498147","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Market Focus","id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1788445612,"share":"https://ttm.financial/m/news/1134498147?lang=en_US&edition=fundamental","pubTime":"2026-09-03 22:26","market":"us","language":"en","title":"Palantir Technologies Rises 9% as PwC Expands Strategic Alliance to Scale Enterprise AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1134498147","media":"Market Focus","summary":"On September 3, Palantir Technologies Inc. rose 4.18% in regular trading, trading at $181.78/share, with turnover of $956 million. The stock rebounded sharply from prior sessions of weakness driven...","content":"<html><head></head><body><p style=\"text-align: left;\">Palantir Technologies Inc. rose 9% in regular trading, trading at $184.81/share. The stock rebounded sharply from prior sessions of weakness driven by sector-wide selling and executive share disposals.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5156c32d23855770e3c554792ab624a\" data-align=\"center\" tg-width=\"749\" tg-height=\"617\"/><span></span></p><p style=\"text-align: left;\">On the news front, PwC US and Palantir announced an expansion of their strategic alliance aimed at helping enterprises deploy AI across critical business operations. The collaboration will focus on scaling enterprise AI, transforming mergers and acquisitions, and modernizing ERP systems, spanning supply chains, logistics, customer management, cybersecurity, capital projects, and real estate. </p><p style=\"text-align: left;\">Notably, the two firms introduced an industry-first AI-native deals IT platform, built on Palantir Foundry and the AIP artificial intelligence platform, designed to accelerate M&A and divestiture timelines by up to 50% and reduce one-time transaction costs by up to 45%. The partnership leverages PwC's deep SAP expertise and business transformation capabilities alongside Palantir's data and AI platforms, enabling clients to identify process gaps, improve data quality, and evaluate transformation scenarios earlier in the cycle.</p><p style=\"text-align: left;\"></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>Palantir Technologies Rises 9% as PwC Expands Strategic Alliance to Scale Enterprise AI</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\">\nPalantir Technologies Rises 9% as PwC Expands Strategic Alliance to Scale Enterprise AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-09-03 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Palantir Technologies Inc. rose 9% in regular trading, trading at $184.81/share. The stock rebounded sharply from prior sessions of weakness driven by sector-wide selling and executive share disposals.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5156c32d23855770e3c554792ab624a\" data-align=\"center\" tg-width=\"749\" tg-height=\"617\"/><span></span></p><p style=\"text-align: left;\">On the news front, PwC US and Palantir announced an expansion of their strategic alliance aimed at helping enterprises deploy AI across critical business operations. The collaboration will focus on scaling enterprise AI, transforming mergers and acquisitions, and modernizing ERP systems, spanning supply chains, logistics, customer management, cybersecurity, capital projects, and real estate. </p><p style=\"text-align: left;\">Notably, the two firms introduced an industry-first AI-native deals IT platform, built on Palantir Foundry and the AIP artificial intelligence platform, designed to accelerate M&A and divestiture timelines by up to 50% and reduce one-time transaction costs by up to 45%. The partnership leverages PwC's deep SAP expertise and business transformation capabilities alongside Palantir's data and AI platforms, enabling clients to identify process gaps, improve data quality, and evaluate transformation scenarios earlier in the cycle.</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134498147","content_text":"Palantir Technologies Inc. rose 9% in regular trading, trading at $184.81/share. The stock rebounded sharply from prior sessions of weakness driven by sector-wide selling and executive share disposals.On the news front, PwC US and Palantir announced an expansion of their strategic alliance aimed at helping enterprises deploy AI across critical business operations. The collaboration will focus on scaling enterprise AI, transforming mergers and acquisitions, and modernizing ERP systems, spanning supply chains, logistics, customer management, cybersecurity, capital projects, and real estate. Notably, the two firms introduced an industry-first AI-native deals IT platform, built on Palantir Foundry and the AIP artificial intelligence platform, designed to accelerate M&A and divestiture timelines by up to 50% and reduce one-time transaction costs by up to 45%. The partnership leverages PwC's deep SAP expertise and business transformation capabilities alongside Palantir's data and AI platforms, enabling clients to identify process gaps, improve data quality, and evaluate transformation scenarios earlier in the cycle.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603393465545048,"gmtCreate":1788349826146,"gmtModify":1788350410038,"author":{"id":"3583225951656031","authorId":"3583225951656031","name":"Push29","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583225951656031","idStr":"3583225951656031"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603393465545048","repostId":"2664902198","repostType":2,"repost":{"id":"2664902198","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1788349610,"share":"https://ttm.financial/m/news/2664902198?lang=en_US&edition=fundamental","pubTime":"2026-09-02 19:46","market":"sh","language":"en","title":"Micron Stock Can't Catch a Break. It Does Have This One Big Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2664902198","media":"Dow Jones","summary":"It's been a tough few months for Micron Technology stock but that doesn't mean the memory-chip boom is waning. All the signs are that shortages are only getting worse ahead of Micron's earnings later ","content":"<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n It's been a tough few months for Micron Technology stock but that doesn't mean the memory-chip boom is waning. All the signs are that shortages are only getting worse ahead of Micron's earnings later this month which is the next big hope in terms of lifting the shares. \n</p>\n<p>\n Just listen to executives from Dell Technologies, which reported earnings late Tuesday and said demand for its artificial-intelligence servers was outstripping supply with one main culprit-memory. \n</p>\n<p>\n "The constraints remain the same. DRAM, DRAM, DRAM, followed by NAND, NAND, NAND," Dell's COO Jeffrey Clarke told analysts on an earnings call. \n</p>\n<p>\n That should be music to the ears of Micron investors. Contract prices for dynamic random-access memory (DRAM)-which accounts for about three quarters of Micron's revenue-are set to climb more than 50% this quarter from the previous quarter, according to analysis by Susquehanna. NAND flash memory-high-density flash storage known for its fast data transfer speeds and low power consumption-prices are set to rise 60%. \n</p>\n<p>\n But Micron shares were down 0.9% in premarket trading Wednesday. The stock is down more than 13% over the past three months, although it has risen nearly 700% in the past 12 months. \n</p>\n<p>\n Micron won't feel the full benefit of the memory-chip price surge in its fiscal fourth-quarter earnings, due Sept. 30. The company has locked in some prices via long-term supply agreements, sacrificing some profit in exchange for guaranteed margins. \n</p>\n<p>\n Still, enough of Micron's business is exposed to the rise that an already cheap stock-trading at a forward price-to-earnings ratio of six times according to FactSet-could look like a bargain ahead of its results. Barron's previously argued Micron could double in price when it was trading around above $1,100. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Stock Can't Catch a Break. It Does Have This One Big Catalyst</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\">\nMicron Stock Can't Catch a Break. It Does Have This One Big Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-09-02 19:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n It's been a tough few months for Micron Technology stock but that doesn't mean the memory-chip boom is waning. All the signs are that shortages are only getting worse ahead of Micron's earnings later this month which is the next big hope in terms of lifting the shares. \n</p>\n<p>\n Just listen to executives from Dell Technologies, which reported earnings late Tuesday and said demand for its artificial-intelligence servers was outstripping supply with one main culprit-memory. \n</p>\n<p>\n "The constraints remain the same. DRAM, DRAM, DRAM, followed by NAND, NAND, NAND," Dell's COO Jeffrey Clarke told analysts on an earnings call. \n</p>\n<p>\n That should be music to the ears of Micron investors. Contract prices for dynamic random-access memory (DRAM)-which accounts for about three quarters of Micron's revenue-are set to climb more than 50% this quarter from the previous quarter, according to analysis by Susquehanna. NAND flash memory-high-density flash storage known for its fast data transfer speeds and low power consumption-prices are set to rise 60%. \n</p>\n<p>\n But Micron shares were down 0.9% in premarket trading Wednesday. The stock is down more than 13% over the past three months, although it has risen nearly 700% in the past 12 months. \n</p>\n<p>\n Micron won't feel the full benefit of the memory-chip price surge in its fiscal fourth-quarter earnings, due Sept. 30. The company has locked in some prices via long-term supply agreements, sacrificing some profit in exchange for guaranteed margins. \n</p>\n<p>\n Still, enough of Micron's business is exposed to the rise that an already cheap stock-trading at a forward price-to-earnings ratio of six times according to FactSet-could look like a bargain ahead of its results. Barron's previously argued Micron could double in price when it was trading around above $1,100. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MUZ":"2倍做空MU ETF-Defiance","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","PSI":"INVESCO SEMICONDUCTORS ETF","USXF":"iShares ESG Advanced MSCI USA ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","VGT":"信息技术ETF-Vanguard","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","AIFD":"TCW Artificial Intelligence ETF","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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All the signs are that shortages are only getting worse ahead of Micron's earnings later this month which is the next big hope in terms of lifting the shares. \n\n\n Just listen to executives from Dell Technologies, which reported earnings late Tuesday and said demand for its artificial-intelligence servers was outstripping supply with one main culprit-memory. \n\n\n \"The constraints remain the same. DRAM, DRAM, DRAM, followed by NAND, NAND, NAND,\" Dell's COO Jeffrey Clarke told analysts on an earnings call. \n\n\n That should be music to the ears of Micron investors. Contract prices for dynamic random-access memory (DRAM)-which accounts for about three quarters of Micron's revenue-are set to climb more than 50% this quarter from the previous quarter, according to analysis by Susquehanna. NAND flash memory-high-density flash storage known for its fast data transfer speeds and low power consumption-prices are set to rise 60%. \n\n\n But Micron shares were down 0.9% in premarket trading Wednesday. The stock is down more than 13% over the past three months, although it has risen nearly 700% in the past 12 months. \n\n\n Micron won't feel the full benefit of the memory-chip price surge in its fiscal fourth-quarter earnings, due Sept. 30. The company has locked in some prices via long-term supply agreements, sacrificing some profit in exchange for guaranteed margins. \n\n\n Still, enough of Micron's business is exposed to the rise that an already cheap stock-trading at a forward price-to-earnings ratio of six times according to FactSet-could look like a bargain ahead of its results. Barron's previously argued Micron could double in price when it was trading around above $1,100.","news_type":1,"symbols_score_info":{"FTEC":0.6,"VGT":0.6,"SHOC":0.6,"SOXX":0.6,"MU":1.97,"RULE":0.6,"BAI":0.6,"EGGY":0.6,"SMU00main":0.6,"XNTK":0.6,"ARTY":0.6,"AIFD":0.6,"MUYY":0.6,"EFIV":0.6,"XLK":0.6,"CGGO":0.6,"AIQ":0.6,"PTF":0.6,"MIC":0.6,"MUU":0.6,"MUZ":0.6,"TTXU":0.6,"FAI":0.6,"PSI":0.6,"LEGR":0.6,"FDTX":0.6,"JGRO":0.6,"MUG":0.6,"FXL":0.6,"IETC":0.6,"SMH":0.6,"WUGI":0.6,"BOBP":0.6,"HBMX":0.6,"CHPX":0.6,"FTXL":0.6,"AIS":0.6,"IXN":0.6,"WLDR":0.6,"EMSF":0.6,"USXF":0.6,"TRFK":0.6,"SOXQ":0.6,"CHAT":0.6,"CHPS":0.6}},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370266647224472,"gmtCreate":1731425357559,"gmtModify":1731425550346,"author":{"id":"3583225951656031","authorId":"3583225951656031","name":"Push29","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583225951656031","idStr":"3583225951656031"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370266647224472","repostId":"2482085248","repostType":2,"repost":{"id":"2482085248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731424923,"share":"https://ttm.financial/m/news/2482085248?lang=en_US&edition=fundamental","pubTime":"2024-11-12 23:22","market":"nz","language":"en","title":"Nvidia Stock Rising. How a \"Transitional Quarter\" Could Be a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2482085248","media":"Dow Jones","summary":"Nvidia stock was heading higher Tuesday as it tried to snap a two-day losing streak.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the F","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></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 Rising. How a \"Transitional Quarter\" Could Be a Problem</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 Rising. How a \"Transitional Quarter\" Could Be a Problem\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\">2024-11-12 23:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4141":"半导体产品","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4122":"互联网与直销零售","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4529":"IDC概念","BK4575":"芯片概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4515":"5G概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","NVDA":"英伟达","BK4543":"AI","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482085248","content_text":"NVIDIA Corp stock was heading higher Tuesday as it tried to snap a two-day losing streak.Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.\"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half],\" Moore wrote in a research note.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.Among other chip makers, Advanced Micro Devices was down 1% and Micron Technology fell 5% in morning trading.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":603790520197432,"gmtCreate":1788446762898,"gmtModify":1788446895752,"author":{"id":"3583225951656031","authorId":"3583225951656031","name":"Push29","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583225951656031","idStr":"3583225951656031"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603790520197432","repostId":"1134498147","repostType":2,"repost":{"id":"1134498147","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Market Focus","id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1788445612,"share":"https://ttm.financial/m/news/1134498147?lang=en_US&edition=fundamental","pubTime":"2026-09-03 22:26","market":"us","language":"en","title":"Palantir Technologies Rises 9% as PwC Expands Strategic Alliance to Scale Enterprise AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1134498147","media":"Market Focus","summary":"On September 3, Palantir Technologies Inc. rose 4.18% in regular trading, trading at $181.78/share, with turnover of $956 million. The stock rebounded sharply from prior sessions of weakness driven...","content":"<html><head></head><body><p style=\"text-align: left;\">Palantir Technologies Inc. rose 9% in regular trading, trading at $184.81/share. The stock rebounded sharply from prior sessions of weakness driven by sector-wide selling and executive share disposals.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5156c32d23855770e3c554792ab624a\" data-align=\"center\" tg-width=\"749\" tg-height=\"617\"/><span></span></p><p style=\"text-align: left;\">On the news front, PwC US and Palantir announced an expansion of their strategic alliance aimed at helping enterprises deploy AI across critical business operations. The collaboration will focus on scaling enterprise AI, transforming mergers and acquisitions, and modernizing ERP systems, spanning supply chains, logistics, customer management, cybersecurity, capital projects, and real estate. </p><p style=\"text-align: left;\">Notably, the two firms introduced an industry-first AI-native deals IT platform, built on Palantir Foundry and the AIP artificial intelligence platform, designed to accelerate M&A and divestiture timelines by up to 50% and reduce one-time transaction costs by up to 45%. The partnership leverages PwC's deep SAP expertise and business transformation capabilities alongside Palantir's data and AI platforms, enabling clients to identify process gaps, improve data quality, and evaluate transformation scenarios earlier in the cycle.</p><p style=\"text-align: left;\"></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>Palantir Technologies Rises 9% as PwC Expands Strategic Alliance to Scale Enterprise AI</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\">\nPalantir Technologies Rises 9% as PwC Expands Strategic Alliance to Scale Enterprise AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-09-03 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Palantir Technologies Inc. rose 9% in regular trading, trading at $184.81/share. The stock rebounded sharply from prior sessions of weakness driven by sector-wide selling and executive share disposals.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5156c32d23855770e3c554792ab624a\" data-align=\"center\" tg-width=\"749\" tg-height=\"617\"/><span></span></p><p style=\"text-align: left;\">On the news front, PwC US and Palantir announced an expansion of their strategic alliance aimed at helping enterprises deploy AI across critical business operations. The collaboration will focus on scaling enterprise AI, transforming mergers and acquisitions, and modernizing ERP systems, spanning supply chains, logistics, customer management, cybersecurity, capital projects, and real estate. </p><p style=\"text-align: left;\">Notably, the two firms introduced an industry-first AI-native deals IT platform, built on Palantir Foundry and the AIP artificial intelligence platform, designed to accelerate M&A and divestiture timelines by up to 50% and reduce one-time transaction costs by up to 45%. The partnership leverages PwC's deep SAP expertise and business transformation capabilities alongside Palantir's data and AI platforms, enabling clients to identify process gaps, improve data quality, and evaluate transformation scenarios earlier in the cycle.</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134498147","content_text":"Palantir Technologies Inc. rose 9% in regular trading, trading at $184.81/share. The stock rebounded sharply from prior sessions of weakness driven by sector-wide selling and executive share disposals.On the news front, PwC US and Palantir announced an expansion of their strategic alliance aimed at helping enterprises deploy AI across critical business operations. The collaboration will focus on scaling enterprise AI, transforming mergers and acquisitions, and modernizing ERP systems, spanning supply chains, logistics, customer management, cybersecurity, capital projects, and real estate. Notably, the two firms introduced an industry-first AI-native deals IT platform, built on Palantir Foundry and the AIP artificial intelligence platform, designed to accelerate M&A and divestiture timelines by up to 50% and reduce one-time transaction costs by up to 45%. The partnership leverages PwC's deep SAP expertise and business transformation capabilities alongside Palantir's data and AI platforms, enabling clients to identify process gaps, improve data quality, and evaluate transformation scenarios earlier in the cycle.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603393465545048,"gmtCreate":1788349826146,"gmtModify":1788350410038,"author":{"id":"3583225951656031","authorId":"3583225951656031","name":"Push29","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583225951656031","idStr":"3583225951656031"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603393465545048","repostId":"2664902198","repostType":2,"repost":{"id":"2664902198","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1788349610,"share":"https://ttm.financial/m/news/2664902198?lang=en_US&edition=fundamental","pubTime":"2026-09-02 19:46","market":"sh","language":"en","title":"Micron Stock Can't Catch a Break. It Does Have This One Big Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2664902198","media":"Dow Jones","summary":"It's been a tough few months for Micron Technology stock but that doesn't mean the memory-chip boom is waning. All the signs are that shortages are only getting worse ahead of Micron's earnings later ","content":"<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n It's been a tough few months for Micron Technology stock but that doesn't mean the memory-chip boom is waning. All the signs are that shortages are only getting worse ahead of Micron's earnings later this month which is the next big hope in terms of lifting the shares. \n</p>\n<p>\n Just listen to executives from Dell Technologies, which reported earnings late Tuesday and said demand for its artificial-intelligence servers was outstripping supply with one main culprit-memory. \n</p>\n<p>\n "The constraints remain the same. DRAM, DRAM, DRAM, followed by NAND, NAND, NAND," Dell's COO Jeffrey Clarke told analysts on an earnings call. \n</p>\n<p>\n That should be music to the ears of Micron investors. Contract prices for dynamic random-access memory (DRAM)-which accounts for about three quarters of Micron's revenue-are set to climb more than 50% this quarter from the previous quarter, according to analysis by Susquehanna. NAND flash memory-high-density flash storage known for its fast data transfer speeds and low power consumption-prices are set to rise 60%. \n</p>\n<p>\n But Micron shares were down 0.9% in premarket trading Wednesday. The stock is down more than 13% over the past three months, although it has risen nearly 700% in the past 12 months. \n</p>\n<p>\n Micron won't feel the full benefit of the memory-chip price surge in its fiscal fourth-quarter earnings, due Sept. 30. The company has locked in some prices via long-term supply agreements, sacrificing some profit in exchange for guaranteed margins. \n</p>\n<p>\n Still, enough of Micron's business is exposed to the rise that an already cheap stock-trading at a forward price-to-earnings ratio of six times according to FactSet-could look like a bargain ahead of its results. Barron's previously argued Micron could double in price when it was trading around above $1,100. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Stock Can't Catch a Break. It Does Have This One Big Catalyst</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\">\nMicron Stock Can't Catch a Break. It Does Have This One Big Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-09-02 19:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n It's been a tough few months for Micron Technology stock but that doesn't mean the memory-chip boom is waning. All the signs are that shortages are only getting worse ahead of Micron's earnings later this month which is the next big hope in terms of lifting the shares. \n</p>\n<p>\n Just listen to executives from Dell Technologies, which reported earnings late Tuesday and said demand for its artificial-intelligence servers was outstripping supply with one main culprit-memory. \n</p>\n<p>\n "The constraints remain the same. DRAM, DRAM, DRAM, followed by NAND, NAND, NAND," Dell's COO Jeffrey Clarke told analysts on an earnings call. \n</p>\n<p>\n That should be music to the ears of Micron investors. Contract prices for dynamic random-access memory (DRAM)-which accounts for about three quarters of Micron's revenue-are set to climb more than 50% this quarter from the previous quarter, according to analysis by Susquehanna. NAND flash memory-high-density flash storage known for its fast data transfer speeds and low power consumption-prices are set to rise 60%. \n</p>\n<p>\n But Micron shares were down 0.9% in premarket trading Wednesday. The stock is down more than 13% over the past three months, although it has risen nearly 700% in the past 12 months. \n</p>\n<p>\n Micron won't feel the full benefit of the memory-chip price surge in its fiscal fourth-quarter earnings, due Sept. 30. The company has locked in some prices via long-term supply agreements, sacrificing some profit in exchange for guaranteed margins. \n</p>\n<p>\n Still, enough of Micron's business is exposed to the rise that an already cheap stock-trading at a forward price-to-earnings ratio of six times according to FactSet-could look like a bargain ahead of its results. Barron's previously argued Micron could double in price when it was trading around above $1,100. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MUZ":"2倍做空MU ETF-Defiance","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","PSI":"INVESCO SEMICONDUCTORS ETF","USXF":"iShares ESG Advanced MSCI USA ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","VGT":"信息技术ETF-Vanguard","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","AIFD":"TCW Artificial Intelligence ETF","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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All the signs are that shortages are only getting worse ahead of Micron's earnings later this month which is the next big hope in terms of lifting the shares. \n\n\n Just listen to executives from Dell Technologies, which reported earnings late Tuesday and said demand for its artificial-intelligence servers was outstripping supply with one main culprit-memory. \n\n\n \"The constraints remain the same. DRAM, DRAM, DRAM, followed by NAND, NAND, NAND,\" Dell's COO Jeffrey Clarke told analysts on an earnings call. \n\n\n That should be music to the ears of Micron investors. Contract prices for dynamic random-access memory (DRAM)-which accounts for about three quarters of Micron's revenue-are set to climb more than 50% this quarter from the previous quarter, according to analysis by Susquehanna. NAND flash memory-high-density flash storage known for its fast data transfer speeds and low power consumption-prices are set to rise 60%. \n\n\n But Micron shares were down 0.9% in premarket trading Wednesday. The stock is down more than 13% over the past three months, although it has risen nearly 700% in the past 12 months. \n\n\n Micron won't feel the full benefit of the memory-chip price surge in its fiscal fourth-quarter earnings, due Sept. 30. The company has locked in some prices via long-term supply agreements, sacrificing some profit in exchange for guaranteed margins. \n\n\n Still, enough of Micron's business is exposed to the rise that an already cheap stock-trading at a forward price-to-earnings ratio of six times according to FactSet-could look like a bargain ahead of its results. Barron's previously argued Micron could double in price when it was trading around above $1,100.","news_type":1,"symbols_score_info":{"FTEC":0.6,"VGT":0.6,"SHOC":0.6,"SOXX":0.6,"MU":1.97,"RULE":0.6,"BAI":0.6,"EGGY":0.6,"SMU00main":0.6,"XNTK":0.6,"ARTY":0.6,"AIFD":0.6,"MUYY":0.6,"EFIV":0.6,"XLK":0.6,"CGGO":0.6,"AIQ":0.6,"PTF":0.6,"MIC":0.6,"MUU":0.6,"MUZ":0.6,"TTXU":0.6,"FAI":0.6,"PSI":0.6,"LEGR":0.6,"FDTX":0.6,"JGRO":0.6,"MUG":0.6,"FXL":0.6,"IETC":0.6,"SMH":0.6,"WUGI":0.6,"BOBP":0.6,"HBMX":0.6,"CHPX":0.6,"FTXL":0.6,"AIS":0.6,"IXN":0.6,"WLDR":0.6,"EMSF":0.6,"USXF":0.6,"TRFK":0.6,"SOXQ":0.6,"CHAT":0.6,"CHPS":0.6}},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370266647224472,"gmtCreate":1731425357559,"gmtModify":1731425550346,"author":{"id":"3583225951656031","authorId":"3583225951656031","name":"Push29","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583225951656031","idStr":"3583225951656031"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370266647224472","repostId":"2482085248","repostType":2,"repost":{"id":"2482085248","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731424923,"share":"https://ttm.financial/m/news/2482085248?lang=en_US&edition=fundamental","pubTime":"2024-11-12 23:22","market":"nz","language":"en","title":"Nvidia Stock Rising. How a \"Transitional Quarter\" Could Be a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2482085248","media":"Dow Jones","summary":"Nvidia stock was heading higher Tuesday as it tried to snap a two-day losing streak.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the F","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></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 Rising. How a \"Transitional Quarter\" Could Be a Problem</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 Rising. How a \"Transitional Quarter\" Could Be a Problem\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\">2024-11-12 23:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> stock was heading higher Tuesday as it tried to snap a two-day losing streak.</p><p>Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6660e464b0a256d71a78b71a2455f297\" tg-width=\"422\" tg-height=\"397\"/></p><p>The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.</p><p>Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.</p><p>"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half]," Moore wrote in a research note.</p><p>The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.</p><p>While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.</p><p>Among other chip makers, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> was down 1% and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> fell 5% in morning trading.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4141":"半导体产品","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4122":"互联网与直销零售","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4529":"IDC概念","BK4575":"芯片概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4515":"5G概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","NVDA":"英伟达","BK4543":"AI","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482085248","content_text":"NVIDIA Corp stock was heading higher Tuesday as it tried to snap a two-day losing streak.Nvidia shares were up 2% in early trading. The stock fell 1.6% on Monday continuing a slide that began on Friday after the stock rallied to record highs on Thursday.The next test for the stock is the company's quarterly earnings report on Nov. 20. Nvidia is expected to post adjusted earnings of 70 cents a share on revenue of $32.96 billion for the October quarter, according to FactSet.Morgan Stanley analyst Joe Moore kept an Overweight rating and $160 price target on Nvidia stock heading into the earnings announcement. However, he noted that a limited supply of its chips could make it more difficult to deliver the kind of earnings and guidance the market has become used to.\"Something of a transitional quarter, and thus not a major catalyst for the stock, but...remains Overweight/Top Pick given expectations that the Blackwell cycle will continue to drive meaningful upside through 2H [the second half],\" Moore wrote in a research note.The Morgan Stanley analyst expects Nvidia to signal revenue from its next-generation Blackwell chips of around $5 billion to $6 billion for the January quarter.While the launch of Blackwell is expected to help maintain Nvidia's dominance in the AI chip market, rivals are also ramping up their efforts. Amazon.com is ready to make its Trainium 2 chips widely available next month, according to the Financial Times, citing interviews with company executives.Among other chip makers, Advanced Micro Devices was down 1% and Micron Technology fell 5% in morning trading.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}