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01-23

ASML $$$🚀🚀🚀🚀

01-23

$Tesla Motors(TSLA)$ Will reach 240$

2023-11-01

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Top Calls on Wall Street: Tesla, SoFi, Pinterest, Roku, Boeing, Apple, Shopify, Chewy and More

2023-09-05

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2023-05-26

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Semiconductor Shares Gained in Morning Trading, With Marvell Technology Soaring 27%

2023-05-23

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Better Buy: Apple vs. Nvidia

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$$$🚀🚀🚀🚀","listText":"ASML $$$🚀🚀🚀🚀","text":"ASML $$$🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266165469036848","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266165046792368,"gmtCreate":1706002301141,"gmtModify":1706002305603,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Will reach 240$","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Will reach 240$","text":"$Tesla Motors(TSLA)$ Will reach 240$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266165046792368","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236524713582784,"gmtCreate":1698780982957,"gmtModify":1698780987157,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"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":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236524713582784","repostId":"1178613070","repostType":2,"repost":{"id":"1178613070","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1698763936,"share":"https://ttm.financial/m/news/1178613070?lang=&edition=fundamental","pubTime":"2023-10-31 22:52","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, SoFi, Pinterest, Roku, Boeing, Apple, Shopify, Chewy and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1178613070","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Wells Fargo initiates Shopify as buyWells Fargo said in its initiation of the stock that it sees an “attractive buying opportunity.”“$SHOP(SHOP)$’s angl","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 id=\"id_3064241360\" style=\"text-align: start;\">Wells Fargo initiates Shopify as buy</h2><p>Wells Fargo said in its initiation of the stock that it sees an “attractive buying opportunity.”</p><p>“<a href=\"https://laohu8.com/S/SHOP\">SHOP</a>’s angle of attack has shifted and found an ideal balance of operational ambition and financial discipline. Investors remain skeptical of margin potential, presenting an attractive buying opportunity.”</p><h2 id=\"id_2560623954\" style=\"text-align: start;\">Bernstein initiates Clean Riot as outperform</h2><p>Bernstein said the bitcoin miner is a “high-beta way to gain exposure.”</p><p>“We are initiating coverage on US Bitcoin miners with an Outperform rating on Riot (RIOT, PT $15.6, 64% upside), Outperform on CleanSpark (CLSK, PT $5.3, 28% upside) and a Market-Perform rating on Marathon (MARA, PT $8.3, 6% downside).”</p><h2 id=\"id_120195666\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p>Goldman Sachs said it’s bullish on <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Monday announcement of refreshed Macs.</p><p>“The refreshed 14″ and 16″ MacBook Pro’s with M3 effectively replace the recently launched 14″ and 16″ MacBook Pro’s with M2 launched in January 2023 — at more attractive price points relative to the launch prices for those respective products.”</p><h2 id=\"id_348457750\" style=\"text-align: start;\">Baird downgrades ON Semiconductor to neutral from outperform</h2><p>Baird said it sees “pricing pressures” for the semiconductor maker.</p><p>“Downgrading <a href=\"https://laohu8.com/S/ON\">ON Semi</a>, STMicro, and Diodes to Neutral on supply/demand normalization. In addition to a resumption of under-utilization charges across analog companies, lead times are rapidly normalizing, which should bring pricing pressures, in our view.”</p><h2 id=\"id_2762935149\" style=\"text-align: start;\">Citi upgrades T. Rowe Price to neutral from sell</h2><p>Citi said it sees a more balanced risk/reward for the asset manager.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/TROW\">TROW</a> to Neutral from Sell. The stock has been under consistent pressure in recent months as outflows have weighed.”</p><h2 id=\"id_2991761411\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche Bank said it’s standing by its buy rating on the automaker.</p><p>“We view <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> as better positioned in the long term from its cost advantage, but continue to warn about large additional downside risk to consensus 2024 expectations amid softer EV demand, aging models and price risk.”</p><h2 id=\"id_1082589356\" style=\"text-align: start;\">Piper Sandler upgrades Check Point Software to neutral from underweight</h2><p>Piper Sandler said it sees a more balanced risk/reward for Check Point.</p><p>“We are upgrading shares to Neutral from Underweight and raising our PT to $125, eyeing a balanced risk / reward at these levels considering the modest ~11x CY′24E EV / FCF multiple.”</p><h2 id=\"id_580459936\" style=\"text-align: start;\">Wells Fargo upgrades Globe Life to overweight from equal weight</h2><p>Wells Fargo said it sees upside for the life insurance company.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/GL\">GL</a> to Overweight, and our $137 price target offers 20%+ upside from current levels.”</p><h2 id=\"id_3038816685\" style=\"text-align: start;\">Bank of America upgrades Pinterest to buy from neutral</h2><p>Bank of America upgraded the social media company after its earnings report Monday.</p><p>“We upgrade <a href=\"https://laohu8.com/S/PINS\">Pinterest</a> to Buy from Neutral as: 1) Position vs peers much improved as q/q underperformance shifts to outperformance, expected in 4Q′23, 2) Much closer to start of Amazon deal ramp, expect more acceleration in 1H′24,”</p><h2 id=\"id_4079328456\" style=\"text-align: start;\">Morgan Stanley upgrades Arista Networks to overweight from equal weight</h2><p>Morgan Stanley said <a href=\"https://laohu8.com/S/ANET\">Arista Networks</a> is a top artificial intelligence play.</p><p>“Valuation sensitivity has kept us on the sidelines, but we view ANET as the best way to play AI networking’s eventual move to Ethernet.”</p><h2 id=\"id_3472921873\" style=\"text-align: start;\">Morgan Stanley upgrades Chewy to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the stock that share sell-off is overdone.</p><p>“<a href=\"https://laohu8.com/S/CHWY\">CHWY</a> has recently declined &gt;50% on TAM saturation concerns. We believe the move is overdone as discrete macro headwinds have played an underappreciated role.”</p><h2 id=\"id_3783859130\" style=\"text-align: start;\">Seaport upgrades Lincoln Electric to buy from hold</h2><p>Seaport said the electric welding manufacturer is well-positioned.</p><p>“We believe the <a href=\"https://laohu8.com/S/LECO\">LECO</a> team has done an excellent job with M&amp;A, new product development and operational excellence to position the company for future profitable growth.”</p><h2 id=\"id_1164099799\" style=\"text-align: start;\">Guggenheim initiates Tourmaline Bio as buy</h2><p>Guggenheim initiated the biotech company with a buy and says it’s well-positioned.</p><p>“<a href=\"https://laohu8.com/S/TRML\">TRML</a> is a clinical-stage biotech company focused on targeting severe autoimmune and inflammatory diseases with a novel, best-in-class monoclonal antibody against proinflammatory cytokine IL-6.</p><h2 id=\"id_2387199572\" style=\"text-align: start;\">Baird upgrades L3Harris Technologies to outperform from neutral</h2><p>Baird said in its upgrade of the tech and defense contractor that investors should buy the dip.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/LHX\">LHX</a> stock to Outperform from Neutral reflecting the significant underperformance of the LHX stock ytd (down 17%) underperforming the S&amp;P 500 by 26% (S&amp;P 500 up 9%), plus two major M&amp;A deals have closed in 2023 and defense funding is on path increase globally that sets up improving fundamentals for LHX in 2024.”</p><h2 id=\"id_2376171660\" style=\"text-align: start;\">Morgan Stanley upgrades SoFi to equal weight from underweight</h2><p>Morgan Stanley said the risks to <a href=\"https://laohu8.com/S/SOFI\">SoFi</a> are more than priced in.</p><p>“More balanced risk-reward moves us to Equal-weight from Underweight.”</p><h2 id=\"id_496670780\" style=\"text-align: start;\">JPMorgan upgrades AutoNation to neutral from underweight</h2><p>JPMorgan said AutoNation sees a more balanced risk/reward.</p><p>“Shares have de-rated recently, underperforming the peer and group as well as the broader auto retail ecosystem since our update note on 2/21/2023, and we view the current valuation (~10% discount on P/E and 5% discount on EV/EBITDA) as appropriately reflecting balanced risks relative to peers.”</p><h2 id=\"id_1687590376\" style=\"text-align: start;\">Jefferies upgrades XPO to buy from hold</h2><p>Jefferies said it sees margin expansion for the logistics company.</p><p>“Upgrading to Buy/$95 PT; Increased Confidence in Long-Term Margin Opportunity.”</p><h2 id=\"id_3933448998\" style=\"text-align: start;\">Susquehanna upgrades Saia to positive from neutral</h2><p>Susquehanna said it sees an attractive entry point for the logistics company.</p><p>“Against that backdrop, October’s weakness presents the long-term <a href=\"https://laohu8.com/S/SAIA\">SAIA</a> entry point we’ve been looking for since shares took off post-YELL, and we upgrade to Positive with a $420 target price (18% upside).”</p><h2 id=\"id_2564207147\" style=\"text-align: start;\">Jefferies upgrades Williams-Sonoma to hold from underperform</h2><p>Jefferies said in its upgrade of the stock that downside catalysts are getting harder to find.</p><p>“A full ’24 guide won’t come until Mar., but if <a href=\"https://laohu8.com/S/WSM\">WSM</a> isn’t running at the bottom of its implied 2H guide, commentary signaling at least flat EBIT% in ’24 could support the stock.”</p><h2 id=\"id_1259632755\" style=\"text-align: start;\">MoffettNathanson downgrades Lyft to sell from neutral</h2><p>MoffettNathanson said in its downgrade of <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> that it sees unsustainable revenue.</p><p>“With 4Q23 results, management is expected to provide both long-term guidance and perhaps improved disclosures on bookings and volumes.”</p><h2 id=\"id_3286225951\" style=\"text-align: start;\">MoffettNathanson upgrades Roku to neutral from sell</h2><p>MoffettNathanson said the worst may be behind the streaming company.</p><p>“Despite our concerns about rising competition in <a href=\"https://laohu8.com/S/ROKU\">Roku</a>’s two key revenue segments — devices and advertising — we believe that the intensifying focus on achieving real profitability and free cash flow (not just adjusted EBITDA) reduces the risk of the shares from de-rating further.”</p><h2 id=\"id_3261791380\" style=\"text-align: start;\">D.A. Davidson adds Ulta to the top picks list</h2><p>D.A. Davidson added the stock to its best-of-breed bison list and says it’s “uniquely positioned.”</p><p>“We are including Ulta Beauty as our next ‘Best-of-Breed Bison’ company within the framework developed by D.A. Davidson’s research team to find long term best in class companies with sustainable moats and favorable risk / reward dynamics.”</p><h2 id=\"id_2252964623\" style=\"text-align: start;\">Evercore ISI reiterates Disney as outperform</h2><p>Evercore ISI lowered its price target on <a href=\"https://laohu8.com/S/DIS\">Disney</a> to $100 per share from $110 but says it’s standing by the stock.</p><p>“We trim our target from $110 to $100 (~20x our FY24 adj. EPS forecast of $4.95).”</p><h2 id=\"id_279787689\" style=\"text-align: start;\">Morgan Stanley initiates Celsius Holdings as equal weight</h2><p>Morgan Stanley said in its initiation of the stock that it sees a balanced risk/reward.</p><p>“Initiating at EW with the stock pricing in <a href=\"https://laohu8.com/S/CELH\">CELH</a> reaching midteens share of US energy category over the next few years and robust international growth, which looks achievable but leaves less room for upside, and increasingly difficult comps ahead.”</p><h2 id=\"id_1265839546\" style=\"text-align: start;\">Northcoast upgrades Boeing to buy from neutral</h2><p>Northcoast said in its upgrade of Boeing that it sees a “more promising long term earnings horizon.”</p><p>“We are raising our investment rating on The <a href=\"https://laohu8.com/S/BA\">Boeing Company </a> to BUY and shifting our focus away from short-term risks and toward a more promising long term earnings horizon.”</p><h2 id=\"id_1038982860\" style=\"text-align: start;\">JPMorgan upgrades Asbury Automotive to overweight from neutral</h2><p>JPMorgan said investors should buy the dip in shares of the auto company.</p><p>“Shares have pulled back and <a href=\"https://laohu8.com/S/ABG\">ABG</a> has been one of the worst performers YTD.”</p><h2 id=\"id_3407121786\" style=\"text-align: start;\">Wolfe upgrades Phillips 66 to outperform from peer perform</h2><p>Wolfe said in its upgrade of the stock that it sees further shareholder returns.</p><p>“Within a very complex macro, <a href=\"https://laohu8.com/S/PSX\">PSX</a> put forth a relatively simple plan where shareholder returns will accelerate in coming quarters.”</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>Top Calls on Wall Street: Tesla, SoFi, Pinterest, Roku, Boeing, Apple, Shopify, Chewy and More</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Tesla, SoFi, Pinterest, Roku, Boeing, Apple, Shopify, Chewy and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-10-31 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 id=\"id_3064241360\" style=\"text-align: start;\">Wells Fargo initiates Shopify as buy</h2><p>Wells Fargo said in its initiation of the stock that it sees an “attractive buying opportunity.”</p><p>“<a href=\"https://laohu8.com/S/SHOP\">SHOP</a>’s angle of attack has shifted and found an ideal balance of operational ambition and financial discipline. Investors remain skeptical of margin potential, presenting an attractive buying opportunity.”</p><h2 id=\"id_2560623954\" style=\"text-align: start;\">Bernstein initiates Clean Riot as outperform</h2><p>Bernstein said the bitcoin miner is a “high-beta way to gain exposure.”</p><p>“We are initiating coverage on US Bitcoin miners with an Outperform rating on Riot (RIOT, PT $15.6, 64% upside), Outperform on CleanSpark (CLSK, PT $5.3, 28% upside) and a Market-Perform rating on Marathon (MARA, PT $8.3, 6% downside).”</p><h2 id=\"id_120195666\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p>Goldman Sachs said it’s bullish on <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Monday announcement of refreshed Macs.</p><p>“The refreshed 14″ and 16″ MacBook Pro’s with M3 effectively replace the recently launched 14″ and 16″ MacBook Pro’s with M2 launched in January 2023 — at more attractive price points relative to the launch prices for those respective products.”</p><h2 id=\"id_348457750\" style=\"text-align: start;\">Baird downgrades ON Semiconductor to neutral from outperform</h2><p>Baird said it sees “pricing pressures” for the semiconductor maker.</p><p>“Downgrading <a href=\"https://laohu8.com/S/ON\">ON Semi</a>, STMicro, and Diodes to Neutral on supply/demand normalization. In addition to a resumption of under-utilization charges across analog companies, lead times are rapidly normalizing, which should bring pricing pressures, in our view.”</p><h2 id=\"id_2762935149\" style=\"text-align: start;\">Citi upgrades T. Rowe Price to neutral from sell</h2><p>Citi said it sees a more balanced risk/reward for the asset manager.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/TROW\">TROW</a> to Neutral from Sell. The stock has been under consistent pressure in recent months as outflows have weighed.”</p><h2 id=\"id_2991761411\" style=\"text-align: start;\">Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche Bank said it’s standing by its buy rating on the automaker.</p><p>“We view <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> as better positioned in the long term from its cost advantage, but continue to warn about large additional downside risk to consensus 2024 expectations amid softer EV demand, aging models and price risk.”</p><h2 id=\"id_1082589356\" style=\"text-align: start;\">Piper Sandler upgrades Check Point Software to neutral from underweight</h2><p>Piper Sandler said it sees a more balanced risk/reward for Check Point.</p><p>“We are upgrading shares to Neutral from Underweight and raising our PT to $125, eyeing a balanced risk / reward at these levels considering the modest ~11x CY′24E EV / FCF multiple.”</p><h2 id=\"id_580459936\" style=\"text-align: start;\">Wells Fargo upgrades Globe Life to overweight from equal weight</h2><p>Wells Fargo said it sees upside for the life insurance company.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/GL\">GL</a> to Overweight, and our $137 price target offers 20%+ upside from current levels.”</p><h2 id=\"id_3038816685\" style=\"text-align: start;\">Bank of America upgrades Pinterest to buy from neutral</h2><p>Bank of America upgraded the social media company after its earnings report Monday.</p><p>“We upgrade <a href=\"https://laohu8.com/S/PINS\">Pinterest</a> to Buy from Neutral as: 1) Position vs peers much improved as q/q underperformance shifts to outperformance, expected in 4Q′23, 2) Much closer to start of Amazon deal ramp, expect more acceleration in 1H′24,”</p><h2 id=\"id_4079328456\" style=\"text-align: start;\">Morgan Stanley upgrades Arista Networks to overweight from equal weight</h2><p>Morgan Stanley said <a href=\"https://laohu8.com/S/ANET\">Arista Networks</a> is a top artificial intelligence play.</p><p>“Valuation sensitivity has kept us on the sidelines, but we view ANET as the best way to play AI networking’s eventual move to Ethernet.”</p><h2 id=\"id_3472921873\" style=\"text-align: start;\">Morgan Stanley upgrades Chewy to overweight from equal weight</h2><p>Morgan Stanley said in its upgrade of the stock that share sell-off is overdone.</p><p>“<a href=\"https://laohu8.com/S/CHWY\">CHWY</a> has recently declined &gt;50% on TAM saturation concerns. We believe the move is overdone as discrete macro headwinds have played an underappreciated role.”</p><h2 id=\"id_3783859130\" style=\"text-align: start;\">Seaport upgrades Lincoln Electric to buy from hold</h2><p>Seaport said the electric welding manufacturer is well-positioned.</p><p>“We believe the <a href=\"https://laohu8.com/S/LECO\">LECO</a> team has done an excellent job with M&amp;A, new product development and operational excellence to position the company for future profitable growth.”</p><h2 id=\"id_1164099799\" style=\"text-align: start;\">Guggenheim initiates Tourmaline Bio as buy</h2><p>Guggenheim initiated the biotech company with a buy and says it’s well-positioned.</p><p>“<a href=\"https://laohu8.com/S/TRML\">TRML</a> is a clinical-stage biotech company focused on targeting severe autoimmune and inflammatory diseases with a novel, best-in-class monoclonal antibody against proinflammatory cytokine IL-6.</p><h2 id=\"id_2387199572\" style=\"text-align: start;\">Baird upgrades L3Harris Technologies to outperform from neutral</h2><p>Baird said in its upgrade of the tech and defense contractor that investors should buy the dip.</p><p>“We are upgrading <a href=\"https://laohu8.com/S/LHX\">LHX</a> stock to Outperform from Neutral reflecting the significant underperformance of the LHX stock ytd (down 17%) underperforming the S&amp;P 500 by 26% (S&amp;P 500 up 9%), plus two major M&amp;A deals have closed in 2023 and defense funding is on path increase globally that sets up improving fundamentals for LHX in 2024.”</p><h2 id=\"id_2376171660\" style=\"text-align: start;\">Morgan Stanley upgrades SoFi to equal weight from underweight</h2><p>Morgan Stanley said the risks to <a href=\"https://laohu8.com/S/SOFI\">SoFi</a> are more than priced in.</p><p>“More balanced risk-reward moves us to Equal-weight from Underweight.”</p><h2 id=\"id_496670780\" style=\"text-align: start;\">JPMorgan upgrades AutoNation to neutral from underweight</h2><p>JPMorgan said AutoNation sees a more balanced risk/reward.</p><p>“Shares have de-rated recently, underperforming the peer and group as well as the broader auto retail ecosystem since our update note on 2/21/2023, and we view the current valuation (~10% discount on P/E and 5% discount on EV/EBITDA) as appropriately reflecting balanced risks relative to peers.”</p><h2 id=\"id_1687590376\" style=\"text-align: start;\">Jefferies upgrades XPO to buy from hold</h2><p>Jefferies said it sees margin expansion for the logistics company.</p><p>“Upgrading to Buy/$95 PT; Increased Confidence in Long-Term Margin Opportunity.”</p><h2 id=\"id_3933448998\" style=\"text-align: start;\">Susquehanna upgrades Saia to positive from neutral</h2><p>Susquehanna said it sees an attractive entry point for the logistics company.</p><p>“Against that backdrop, October’s weakness presents the long-term <a href=\"https://laohu8.com/S/SAIA\">SAIA</a> entry point we’ve been looking for since shares took off post-YELL, and we upgrade to Positive with a $420 target price (18% upside).”</p><h2 id=\"id_2564207147\" style=\"text-align: start;\">Jefferies upgrades Williams-Sonoma to hold from underperform</h2><p>Jefferies said in its upgrade of the stock that downside catalysts are getting harder to find.</p><p>“A full ’24 guide won’t come until Mar., but if <a href=\"https://laohu8.com/S/WSM\">WSM</a> isn’t running at the bottom of its implied 2H guide, commentary signaling at least flat EBIT% in ’24 could support the stock.”</p><h2 id=\"id_1259632755\" style=\"text-align: start;\">MoffettNathanson downgrades Lyft to sell from neutral</h2><p>MoffettNathanson said in its downgrade of <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> that it sees unsustainable revenue.</p><p>“With 4Q23 results, management is expected to provide both long-term guidance and perhaps improved disclosures on bookings and volumes.”</p><h2 id=\"id_3286225951\" style=\"text-align: start;\">MoffettNathanson upgrades Roku to neutral from sell</h2><p>MoffettNathanson said the worst may be behind the streaming company.</p><p>“Despite our concerns about rising competition in <a href=\"https://laohu8.com/S/ROKU\">Roku</a>’s two key revenue segments — devices and advertising — we believe that the intensifying focus on achieving real profitability and free cash flow (not just adjusted EBITDA) reduces the risk of the shares from de-rating further.”</p><h2 id=\"id_3261791380\" style=\"text-align: start;\">D.A. Davidson adds Ulta to the top picks list</h2><p>D.A. Davidson added the stock to its best-of-breed bison list and says it’s “uniquely positioned.”</p><p>“We are including Ulta Beauty as our next ‘Best-of-Breed Bison’ company within the framework developed by D.A. Davidson’s research team to find long term best in class companies with sustainable moats and favorable risk / reward dynamics.”</p><h2 id=\"id_2252964623\" style=\"text-align: start;\">Evercore ISI reiterates Disney as outperform</h2><p>Evercore ISI lowered its price target on <a href=\"https://laohu8.com/S/DIS\">Disney</a> to $100 per share from $110 but says it’s standing by the stock.</p><p>“We trim our target from $110 to $100 (~20x our FY24 adj. EPS forecast of $4.95).”</p><h2 id=\"id_279787689\" style=\"text-align: start;\">Morgan Stanley initiates Celsius Holdings as equal weight</h2><p>Morgan Stanley said in its initiation of the stock that it sees a balanced risk/reward.</p><p>“Initiating at EW with the stock pricing in <a href=\"https://laohu8.com/S/CELH\">CELH</a> reaching midteens share of US energy category over the next few years and robust international growth, which looks achievable but leaves less room for upside, and increasingly difficult comps ahead.”</p><h2 id=\"id_1265839546\" style=\"text-align: start;\">Northcoast upgrades Boeing to buy from neutral</h2><p>Northcoast said in its upgrade of Boeing that it sees a “more promising long term earnings horizon.”</p><p>“We are raising our investment rating on The <a href=\"https://laohu8.com/S/BA\">Boeing Company </a> to BUY and shifting our focus away from short-term risks and toward a more promising long term earnings horizon.”</p><h2 id=\"id_1038982860\" style=\"text-align: start;\">JPMorgan upgrades Asbury Automotive to overweight from neutral</h2><p>JPMorgan said investors should buy the dip in shares of the auto company.</p><p>“Shares have pulled back and <a href=\"https://laohu8.com/S/ABG\">ABG</a> has been one of the worst performers YTD.”</p><h2 id=\"id_3407121786\" style=\"text-align: start;\">Wolfe upgrades Phillips 66 to outperform from peer perform</h2><p>Wolfe said in its upgrade of the stock that it sees further shareholder returns.</p><p>“Within a very complex macro, <a href=\"https://laohu8.com/S/PSX\">PSX</a> put forth a relatively simple plan where shareholder returns will accelerate in coming quarters.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","BA":"波音","PINS":"Pinterest, Inc.","SOFI":"SoFi Technologies Inc.","AAPL":"苹果","SHOP":"Shopify Inc","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178613070","content_text":"Here are Tuesday’s biggest calls on Wall Street:Wells Fargo initiates Shopify as buyWells Fargo said in its initiation of the stock that it sees an “attractive buying opportunity.”“SHOP’s angle of attack has shifted and found an ideal balance of operational ambition and financial discipline. Investors remain skeptical of margin potential, presenting an attractive buying opportunity.”Bernstein initiates Clean Riot as outperformBernstein said the bitcoin miner is a “high-beta way to gain exposure.”“We are initiating coverage on US Bitcoin miners with an Outperform rating on Riot (RIOT, PT $15.6, 64% upside), Outperform on CleanSpark (CLSK, PT $5.3, 28% upside) and a Market-Perform rating on Marathon (MARA, PT $8.3, 6% downside).”Goldman Sachs reiterates Apple as buyGoldman Sachs said it’s bullish on Apple’s Monday announcement of refreshed Macs.“The refreshed 14″ and 16″ MacBook Pro’s with M3 effectively replace the recently launched 14″ and 16″ MacBook Pro’s with M2 launched in January 2023 — at more attractive price points relative to the launch prices for those respective products.”Baird downgrades ON Semiconductor to neutral from outperformBaird said it sees “pricing pressures” for the semiconductor maker.“Downgrading ON Semi, STMicro, and Diodes to Neutral on supply/demand normalization. In addition to a resumption of under-utilization charges across analog companies, lead times are rapidly normalizing, which should bring pricing pressures, in our view.”Citi upgrades T. Rowe Price to neutral from sellCiti said it sees a more balanced risk/reward for the asset manager.“We are upgrading TROW to Neutral from Sell. The stock has been under consistent pressure in recent months as outflows have weighed.”Deutsche Bank reiterates Tesla as buyDeutsche Bank said it’s standing by its buy rating on the automaker.“We view Tesla as better positioned in the long term from its cost advantage, but continue to warn about large additional downside risk to consensus 2024 expectations amid softer EV demand, aging models and price risk.”Piper Sandler upgrades Check Point Software to neutral from underweightPiper Sandler said it sees a more balanced risk/reward for Check Point.“We are upgrading shares to Neutral from Underweight and raising our PT to $125, eyeing a balanced risk / reward at these levels considering the modest ~11x CY′24E EV / FCF multiple.”Wells Fargo upgrades Globe Life to overweight from equal weightWells Fargo said it sees upside for the life insurance company.“We are upgrading GL to Overweight, and our $137 price target offers 20%+ upside from current levels.”Bank of America upgrades Pinterest to buy from neutralBank of America upgraded the social media company after its earnings report Monday.“We upgrade Pinterest to Buy from Neutral as: 1) Position vs peers much improved as q/q underperformance shifts to outperformance, expected in 4Q′23, 2) Much closer to start of Amazon deal ramp, expect more acceleration in 1H′24,”Morgan Stanley upgrades Arista Networks to overweight from equal weightMorgan Stanley said Arista Networks is a top artificial intelligence play.“Valuation sensitivity has kept us on the sidelines, but we view ANET as the best way to play AI networking’s eventual move to Ethernet.”Morgan Stanley upgrades Chewy to overweight from equal weightMorgan Stanley said in its upgrade of the stock that share sell-off is overdone.“CHWY has recently declined >50% on TAM saturation concerns. We believe the move is overdone as discrete macro headwinds have played an underappreciated role.”Seaport upgrades Lincoln Electric to buy from holdSeaport said the electric welding manufacturer is well-positioned.“We believe the LECO team has done an excellent job with M&A, new product development and operational excellence to position the company for future profitable growth.”Guggenheim initiates Tourmaline Bio as buyGuggenheim initiated the biotech company with a buy and says it’s well-positioned.“TRML is a clinical-stage biotech company focused on targeting severe autoimmune and inflammatory diseases with a novel, best-in-class monoclonal antibody against proinflammatory cytokine IL-6.Baird upgrades L3Harris Technologies to outperform from neutralBaird said in its upgrade of the tech and defense contractor that investors should buy the dip.“We are upgrading LHX stock to Outperform from Neutral reflecting the significant underperformance of the LHX stock ytd (down 17%) underperforming the S&P 500 by 26% (S&P 500 up 9%), plus two major M&A deals have closed in 2023 and defense funding is on path increase globally that sets up improving fundamentals for LHX in 2024.”Morgan Stanley upgrades SoFi to equal weight from underweightMorgan Stanley said the risks to SoFi are more than priced in.“More balanced risk-reward moves us to Equal-weight from Underweight.”JPMorgan upgrades AutoNation to neutral from underweightJPMorgan said AutoNation sees a more balanced risk/reward.“Shares have de-rated recently, underperforming the peer and group as well as the broader auto retail ecosystem since our update note on 2/21/2023, and we view the current valuation (~10% discount on P/E and 5% discount on EV/EBITDA) as appropriately reflecting balanced risks relative to peers.”Jefferies upgrades XPO to buy from holdJefferies said it sees margin expansion for the logistics company.“Upgrading to Buy/$95 PT; Increased Confidence in Long-Term Margin Opportunity.”Susquehanna upgrades Saia to positive from neutralSusquehanna said it sees an attractive entry point for the logistics company.“Against that backdrop, October’s weakness presents the long-term SAIA entry point we’ve been looking for since shares took off post-YELL, and we upgrade to Positive with a $420 target price (18% upside).”Jefferies upgrades Williams-Sonoma to hold from underperformJefferies said in its upgrade of the stock that downside catalysts are getting harder to find.“A full ’24 guide won’t come until Mar., but if WSM isn’t running at the bottom of its implied 2H guide, commentary signaling at least flat EBIT% in ’24 could support the stock.”MoffettNathanson downgrades Lyft to sell from neutralMoffettNathanson said in its downgrade of Lyft that it sees unsustainable revenue.“With 4Q23 results, management is expected to provide both long-term guidance and perhaps improved disclosures on bookings and volumes.”MoffettNathanson upgrades Roku to neutral from sellMoffettNathanson said the worst may be behind the streaming company.“Despite our concerns about rising competition in Roku’s two key revenue segments — devices and advertising — we believe that the intensifying focus on achieving real profitability and free cash flow (not just adjusted EBITDA) reduces the risk of the shares from de-rating further.”D.A. Davidson adds Ulta to the top picks listD.A. Davidson added the stock to its best-of-breed bison list and says it’s “uniquely positioned.”“We are including Ulta Beauty as our next ‘Best-of-Breed Bison’ company within the framework developed by D.A. Davidson’s research team to find long term best in class companies with sustainable moats and favorable risk / reward dynamics.”Evercore ISI reiterates Disney as outperformEvercore ISI lowered its price target on Disney to $100 per share from $110 but says it’s standing by the stock.“We trim our target from $110 to $100 (~20x our FY24 adj. EPS forecast of $4.95).”Morgan Stanley initiates Celsius Holdings as equal weightMorgan Stanley said in its initiation of the stock that it sees a balanced risk/reward.“Initiating at EW with the stock pricing in CELH reaching midteens share of US energy category over the next few years and robust international growth, which looks achievable but leaves less room for upside, and increasingly difficult comps ahead.”Northcoast upgrades Boeing to buy from neutralNorthcoast said in its upgrade of Boeing that it sees a “more promising long term earnings horizon.”“We are raising our investment rating on The Boeing Company  to BUY and shifting our focus away from short-term risks and toward a more promising long term earnings horizon.”JPMorgan upgrades Asbury Automotive to overweight from neutralJPMorgan said investors should buy the dip in shares of the auto company.“Shares have pulled back and ABG has been one of the worst performers YTD.”Wolfe upgrades Phillips 66 to outperform from peer performWolfe said in its upgrade of the stock that it sees further shareholder returns.“Within a very complex macro, PSX put forth a relatively simple plan where shareholder returns will accelerate in coming quarters.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216612112711936,"gmtCreate":1693902222941,"gmtModify":1693902669112,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn 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empty, please @TigerGPT in your post or reply to this comment and enter your question.","html":"Hi, your question is empty, please @TigerGPT in your post or reply to this comment and enter your question."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979091441,"gmtCreate":1685108910583,"gmtModify":1685110875620,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"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":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979091441","repostId":"1142194428","repostType":2,"repost":{"id":"1142194428","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1685112381,"share":"https://ttm.financial/m/news/1142194428?lang=&edition=fundamental","pubTime":"2023-05-26 22:46","market":"us","language":"en","title":"Semiconductor Shares Gained in Morning Trading, With Marvell Technology Soaring 27%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142194428","media":"Tiger Newspress","summary":"Semiconductor shares gained in morning trading.Marvell Technology Inc on Thursday forecast its artif","content":"<html><head></head><body><p>Semiconductor shares gained in morning trading.</p><p><a href=\"https://laohu8.com/S/MRVL\">Marvell Technology Inc</a> on Thursday forecast its artificial intelligence revenue would double for the year, after the chipmaker surpassed Wall Street targets for first-quarter revenue.</p><p>Its shares rose over 27% in morning trading, as Marvell became the second U.S. chipmaker in as many days to hitch its wagon to the boom in AI demand.</p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> rose 5.46%; <a href=\"https://laohu8.com/S/NXPI\">NXPI</a>, <a href=\"https://laohu8.com/S/MU\">Micron</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, SKWS rose over 4%; <a href=\"https://laohu8.com/S/ASML\">ASML</a>, SMH, Qualcomm, <a href=\"https://laohu8.com/S/TSM\">TSM</a>, TXN rose over 3%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5eee04a2edfd1c5544031fb6917281e\" title=\"\" tg-width=\"458\" tg-height=\"776\"/></p><p>Larger peer Nvidia on Wednesday announced a second-quarter revenue target more than 50% above market estimates, with plans to boost supply to meet surging demand for its AI chips.</p><p>&#34;We are forecasting our AI revenue in fiscal 2024 to at least double from the prior year and continue to grow rapidly in the coming years,&#34; said Marvell CEO Matt Murphy.</p><p>The California-based firm also forecast second-quarter revenue of $1.33 billion, above analysts&#39; estimates of $1.31 billion, according to Refinitiv data.</p><p>Excluding items, it reported revenue of $1.32 billion for the quarter ended April 29, beating expectations of $1.30 billion.</p><p>Nvidia forecast current-quarter revenue of $11 billion, plus or minus 2%. Analysts polled by Refinitiv are expecting revenue of $7.15 billion.</p><p>&#34;Given the generative AI gold rush taking place, this should fuel demand for Nvidia&#39;s chips for the remainder of the year,&#34; said Edward Jones analyst Logan Purk.</p><p>Nvidia did not provide a full-year forecast on Wednesday, but Chief Financial Officer Colette Kress said the company had procured &#34;substantially higher supply&#34; for the second half of the year.</p><p>Adjusted revenue for the quarter ended April 30 was $7.19 billion. Analysts polled by Refinitiv were expecting revenue of $6.52 billion. The company&#39;s data center chip sales hit $4.28 billion, beating analyst estimates of $3.89 billion, according to segment data from FactSet.</p><p>Gaming chip revenue beat Wall Street expectations at $2.24 billion versus estimates of $1.97 billion, according to FactSet data.</p><p>Net income rose to $2.04 billion, or 82 cents per share, from $1.62 billion, or 64 cents per share, a year earlier. Excluding items, the company earned $1.09 per share in the first quarter, beating estimates of 92 cents.</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>Semiconductor Shares Gained in Morning Trading, With Marvell Technology Soaring 27%</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\">\nSemiconductor Shares Gained in Morning Trading, With Marvell Technology Soaring 27%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-05-26 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor shares gained in morning trading.</p><p><a href=\"https://laohu8.com/S/MRVL\">Marvell Technology Inc</a> on Thursday forecast its artificial intelligence revenue would double for the year, after the chipmaker surpassed Wall Street targets for first-quarter revenue.</p><p>Its shares rose over 27% in morning trading, as Marvell became the second U.S. chipmaker in as many days to hitch its wagon to the boom in AI demand.</p><p><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> rose 5.46%; <a href=\"https://laohu8.com/S/NXPI\">NXPI</a>, <a href=\"https://laohu8.com/S/MU\">Micron</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, SKWS rose over 4%; <a href=\"https://laohu8.com/S/ASML\">ASML</a>, SMH, Qualcomm, <a href=\"https://laohu8.com/S/TSM\">TSM</a>, TXN rose over 3%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5eee04a2edfd1c5544031fb6917281e\" title=\"\" tg-width=\"458\" tg-height=\"776\"/></p><p>Larger peer Nvidia on Wednesday announced a second-quarter revenue target more than 50% above market estimates, with plans to boost supply to meet surging demand for its AI chips.</p><p>&#34;We are forecasting our AI revenue in fiscal 2024 to at least double from the prior year and continue to grow rapidly in the coming years,&#34; said Marvell CEO Matt Murphy.</p><p>The California-based firm also forecast second-quarter revenue of $1.33 billion, above analysts&#39; estimates of $1.31 billion, according to Refinitiv data.</p><p>Excluding items, it reported revenue of $1.32 billion for the quarter ended April 29, beating expectations of $1.30 billion.</p><p>Nvidia forecast current-quarter revenue of $11 billion, plus or minus 2%. Analysts polled by Refinitiv are expecting revenue of $7.15 billion.</p><p>&#34;Given the generative AI gold rush taking place, this should fuel demand for Nvidia&#39;s chips for the remainder of the year,&#34; said Edward Jones analyst Logan Purk.</p><p>Nvidia did not provide a full-year forecast on Wednesday, but Chief Financial Officer Colette Kress said the company had procured &#34;substantially higher supply&#34; for the second half of the year.</p><p>Adjusted revenue for the quarter ended April 30 was $7.19 billion. Analysts polled by Refinitiv were expecting revenue of $6.52 billion. The company&#39;s data center chip sales hit $4.28 billion, beating analyst estimates of $3.89 billion, according to segment data from FactSet.</p><p>Gaming chip revenue beat Wall Street expectations at $2.24 billion versus estimates of $1.97 billion, according to FactSet data.</p><p>Net income rose to $2.04 billion, or 82 cents per share, from $1.62 billion, or 64 cents per share, a year earlier. Excluding items, the company earned $1.09 per share in the first quarter, beating estimates of 92 cents.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","ASML":"阿斯麦","AVGO":"博通","NXPI":"恩智浦","MRVL":"迈威尔科技","MU":"美光科技","QCOM":"高通","TSM":"台积电","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142194428","content_text":"Semiconductor shares gained in morning trading.Marvell Technology Inc on Thursday forecast its artificial intelligence revenue would double for the year, after the chipmaker surpassed Wall Street targets for first-quarter revenue.Its shares rose over 27% in morning trading, as Marvell became the second U.S. chipmaker in as many days to hitch its wagon to the boom in AI demand.Broadcom rose 5.46%; NXPI, Micron, AMD, SKWS rose over 4%; ASML, SMH, Qualcomm, TSM, TXN rose over 3%.Larger peer Nvidia on Wednesday announced a second-quarter revenue target more than 50% above market estimates, with plans to boost supply to meet surging demand for its AI chips.\"We are forecasting our AI revenue in fiscal 2024 to at least double from the prior year and continue to grow rapidly in the coming years,\" said Marvell CEO Matt Murphy.The California-based firm also forecast second-quarter revenue of $1.33 billion, above analysts' estimates of $1.31 billion, according to Refinitiv data.Excluding items, it reported revenue of $1.32 billion for the quarter ended April 29, beating expectations of $1.30 billion.Nvidia forecast current-quarter revenue of $11 billion, plus or minus 2%. Analysts polled by Refinitiv are expecting revenue of $7.15 billion.\"Given the generative AI gold rush taking place, this should fuel demand for Nvidia's chips for the remainder of the year,\" said Edward Jones analyst Logan Purk.Nvidia did not provide a full-year forecast on Wednesday, but Chief Financial Officer Colette Kress said the company had procured \"substantially higher supply\" for the second half of the year.Adjusted revenue for the quarter ended April 30 was $7.19 billion. Analysts polled by Refinitiv were expecting revenue of $6.52 billion. The company's data center chip sales hit $4.28 billion, beating analyst estimates of $3.89 billion, according to segment data from FactSet.Gaming chip revenue beat Wall Street expectations at $2.24 billion versus estimates of $1.97 billion, according to FactSet data.Net income rose to $2.04 billion, or 82 cents per share, from $1.62 billion, or 64 cents per share, a year earlier. Excluding items, the company earned $1.09 per share in the first quarter, beating estimates of 92 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970497050,"gmtCreate":1684796168470,"gmtModify":1684807845182,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, 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/9970497050","repostId":"2337665904","repostType":2,"repost":{"id":"2337665904","kind":"highlight","pubTimestamp":1684767994,"share":"https://ttm.financial/m/news/2337665904?lang=&edition=fundamental","pubTime":"2023-05-22 23:06","market":"us","language":"en","title":"Better Buy: Apple vs. Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2337665904","media":"Motley Fool","summary":"Apple and Nvidia lead multiple high-growth markets, making their stocks attractive investments right now.","content":"<html><head></head><body><p>After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the companies leading these sectors make increasingly attractive investments.</p><p>Since its founding almost 50 years ago, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> has conquered consumer tech by offering quality products across multiple markets. Its success in the industry has helped its stock climb over 1,000% in the last decade, granting investors consistent and reliable gains. </p><p>Meanwhile, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has captured Wall Street&#39;s attention by achieving an over 80% market share in consumer graphic processing units (GPUs) and using it to catapult itself to the top of the booming AI industry.</p><p>These companies likely have much to offer investors over the long term, thanks to their positions at the top of multiple lucrative markets. However, if you only have room for one in your portfolio, you&#39;ll need to know which is the better buy. So let&#39;s determine whether your money is better off with Apple or Nvidia&#39;s stock. </p><h2><a href=\"https://laohu8.com/S/AAPL\">Apple</a> offers consistent gains and unrivaled brand loyalty</h2><p>This month, Apple&#39;s stock surpassed its year-over-year record high price of $174, achieved in August 2022, by inching over $175. While a stock reaching such heights might suggest it&#39;s too expensive, Apple shares continue to be a buy thanks to their consistent and reliable growth. In the last five years alone, the company&#39;s stock has risen 276% despite having to contend with a global pandemic and an economic downturn.</p><p>Apple&#39;s reliability largely stems from the brand loyalty it has garnered from consumers over the years. Warren Buffett described the company&#39;s consumer devotion perfectly last month when he said, &#34;If someone offered you $10,000 to never buy an iPhone again, you wouldn&#39;t take it.&#34; While surprising, the sentiment is true for millions of people who would happily switch brands of other products before abandoning their Apple devices.</p><p>The company&#39;s immense consumer loyalty has given it the power to rapidly grow public adoption of newer technologies. Markets like smartphones, tablets, Bluetooth headphones, and smartwatches each saw a massive spike in consumer adoption when Apple entered the picture, with the company now holding the largest market share in each of these sectors.</p><p>Apple&#39;s expected venture into virtual/augmented reality with a new headset later this year could make it the leader of this $31 billion market as well.</p><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> enjoyed a monster rally in 2023 as it rides the AI wave</h2><p>Nvidia&#39;s stock has skyrocketed 116% since Jan. 1, with bullish investors excited by the company&#39;s prospects in AI. The company has taken a top spot in the industry by becoming the primary supplier of GPUs to OpenAI&#39;s ChatGPT, an advanced chatbot capable of producing human-like dialogue. Considering ChatGPT was one of the main drivers of the current AI boom, Nvidia is well positioned to become the industry&#39;s go-to chip provider.</p><p>According to data from Grand View Research, the AI market is projected to develop at a compound annual growth rate of 37% through 2030, valued at about $137 billion last year. GPUs like Nvidia&#39;s are crucial to that growth, as the chips&#39; power is required to run and develop AI software.</p><p>Moreover, a report from TrendForce in March revealed ChatGPT used about 20,000 GPUs in 2020, with that figure projected to hit 30,000 as it readies for commercialization. As more tech companies pivot their businesses to AI development, Nvidia has a massive advantage with its ability to sell its chips to the entire market. Competition from chipmakers <strong>AMD</strong> and <strong>Intel</strong> is growing, but Nvidia has so far built up a lead that will be difficult to beat.</p><h2>Is Apple or Nvidia stock the better buy?</h2><p>Apple and Nvidia have vast potential in their respective industries and will likely offer investors considerable gains in the coming years. However, choosing which company is the better buy lies in which is less of a risk and the more reliable choice. In this case, Apple stock is the better buy.</p><p>Nvidia has vast potential in AI, but its soaring stock price this year banking on the success of an untested market makes its stock the more volatile option. Meanwhile, Apple has proven time and time again its dominance in consumer tech and its ability to steal a leading market share in nearly any sector it enters. </p><p>Moreover, Apple&#39;s forward price-to-earnings ratio of 30 compared to Nvidia&#39;s 70 makes the iPhone company a better value. So if you can only choose one, go with Apple&#39;s stock. However, Nvidia shares are still a compelling option if you&#39;re looking to invest in the burgeoning AI industry.</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>Better Buy: Apple vs. Nvidia</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\">\nBetter Buy: Apple vs. Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/\">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","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/05/21/better-buy-apple-vs-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337665904","content_text":"After a stock market sell-off last year, the tech industry is on the rise in 2023, alongside innovative developments in consumer tech, artificial intelligence (AI), and more. As a result, the companies leading these sectors make increasingly attractive investments.Since its founding almost 50 years ago, Apple has conquered consumer tech by offering quality products across multiple markets. Its success in the industry has helped its stock climb over 1,000% in the last decade, granting investors consistent and reliable gains. Meanwhile, Nvidia has captured Wall Street's attention by achieving an over 80% market share in consumer graphic processing units (GPUs) and using it to catapult itself to the top of the booming AI industry.These companies likely have much to offer investors over the long term, thanks to their positions at the top of multiple lucrative markets. However, if you only have room for one in your portfolio, you'll need to know which is the better buy. So let's determine whether your money is better off with Apple or Nvidia's stock. Apple offers consistent gains and unrivaled brand loyaltyThis month, Apple's stock surpassed its year-over-year record high price of $174, achieved in August 2022, by inching over $175. While a stock reaching such heights might suggest it's too expensive, Apple shares continue to be a buy thanks to their consistent and reliable growth. In the last five years alone, the company's stock has risen 276% despite having to contend with a global pandemic and an economic downturn.Apple's reliability largely stems from the brand loyalty it has garnered from consumers over the years. Warren Buffett described the company's consumer devotion perfectly last month when he said, \"If someone offered you $10,000 to never buy an iPhone again, you wouldn't take it.\" While surprising, the sentiment is true for millions of people who would happily switch brands of other products before abandoning their Apple devices.The company's immense consumer loyalty has given it the power to rapidly grow public adoption of newer technologies. Markets like smartphones, tablets, Bluetooth headphones, and smartwatches each saw a massive spike in consumer adoption when Apple entered the picture, with the company now holding the largest market share in each of these sectors.Apple's expected venture into virtual/augmented reality with a new headset later this year could make it the leader of this $31 billion market as well.Nvidia enjoyed a monster rally in 2023 as it rides the AI waveNvidia's stock has skyrocketed 116% since Jan. 1, with bullish investors excited by the company's prospects in AI. The company has taken a top spot in the industry by becoming the primary supplier of GPUs to OpenAI's ChatGPT, an advanced chatbot capable of producing human-like dialogue. Considering ChatGPT was one of the main drivers of the current AI boom, Nvidia is well positioned to become the industry's go-to chip provider.According to data from Grand View Research, the AI market is projected to develop at a compound annual growth rate of 37% through 2030, valued at about $137 billion last year. GPUs like Nvidia's are crucial to that growth, as the chips' power is required to run and develop AI software.Moreover, a report from TrendForce in March revealed ChatGPT used about 20,000 GPUs in 2020, with that figure projected to hit 30,000 as it readies for commercialization. As more tech companies pivot their businesses to AI development, Nvidia has a massive advantage with its ability to sell its chips to the entire market. Competition from chipmakers AMD and Intel is growing, but Nvidia has so far built up a lead that will be difficult to beat.Is Apple or Nvidia stock the better buy?Apple and Nvidia have vast potential in their respective industries and will likely offer investors considerable gains in the coming years. However, choosing which company is the better buy lies in which is less of a risk and the more reliable choice. In this case, Apple stock is the better buy.Nvidia has vast potential in AI, but its soaring stock price this year banking on the success of an untested market makes its stock the more volatile option. Meanwhile, Apple has proven time and time again its dominance in consumer tech and its ability to steal a leading market share in nearly any sector it enters. Moreover, Apple's forward price-to-earnings ratio of 30 compared to Nvidia's 70 makes the iPhone company a better value. So if you can only choose one, go with Apple's stock. However, Nvidia shares are still a compelling option if you're looking to invest in the burgeoning AI industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9979091441,"gmtCreate":1685108910583,"gmtModify":1685110875620,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this 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href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/216612112711936","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Hi, your question is empty, please @TigerGPT in your post or reply to this comment and enter your question.","text":"Hi, your question is empty, please @TigerGPT in your 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240$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266165046792368","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266165469036848,"gmtCreate":1706002404427,"gmtModify":1706002408479,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"htmlText":"ASML $$$🚀🚀🚀🚀","listText":"ASML $$$🚀🚀🚀🚀","text":"ASML $$$🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266165469036848","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970497050,"gmtCreate":1684796168470,"gmtModify":1684807845182,"author":{"id":"3586864261813836","authorId":"3586864261813836","name":"Kannan","avatar":"https://community-static.tradeup.com/news/db87d60f2b60e4fdf9801a888452cf61","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586864261813836","authorIdStr":"3586864261813836"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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