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Investordude1301

Investordude1301

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Investordude1301

07-30 23:26

This is such wonderful news for $Microsoft(MSFT)$

Why Microsoft's Stock is Soaring Toward a Historic Gain After Earnings

Investordude1301

07-30 20:54

$Microsoft(MSFT)$

Microsoft: Azure >40% Growth, Lower-Than-Expected Capex, $130B New Datacenter Leases

Investordude1301

07-30 06:58

$Microsoft(MSFT)$

Microsoft CFO - Spending Plans Unchanged but Capex NOW Expected at $175 Billion for Fiscal 2027 Accounting for Change in Leases

Investordude1301

07-29 20:37

Amazing profits! And the memory supply shortage isn't clearing anytime soon $SK hynix(SKHY)$

SK Hynix Posts Record Q2 Operating Profit, Up 557% YoY

Investordude1301

07-28 23:55

$NVIDIA(NVDA)$ now that the worst is over, it's time for a strong rebound!

Investordude1301

07-28 23:41

$SK hynix(SKHY)$

$Roundhill Memory ETF(DRAM)$ Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!

Investordude1301

07-25

$ThaiBev(Y92.SI)$ huge huge sign that Thai Bev is about to explode! With the amount of shareholder value unlocked and the already generous dividends being paid, ThaiBev is an undervalued gem

Update: Market Chatter: Bank of America Working With Thai Beverage Over Potential Sale of Latter's KFC Franchise in Thailand

Investordude1301

07-24

$Alphabet(GOOG)$ These are amazing numbers! With this kind of future business, the cash buffer for the company is massive. Back to 400 within a month!

Google Future Contract Commitments Rise to $811bn, up Nearly $500bn in Three Months

Investordude1301

07-24

Super bullish on $SK hynix(SKHY)$, 200 by month end!

The U.S. Premium for SK Hynix is Set to Stay After Korean Regulatory Ruling

Investordude1301

07-23

The $SK hynix(SKHY)$ ADR trades at a significant premium to its Korean shares, but any form of arbitrage will be blocked and the premium will essentially be permanently preserved. Conversion of Korean shares into ADRs is capped at 2.5% of outstanding shares—and Bloomberg reports that this limit has already been fully used.

Market Chatter: SK Hynix Caps ADR Conversions at 2.5% of Outstanding Shares

Investordude1301

07-23

$Microsoft(MSFT)$ Strong expectations beat upcoming and consistently strong growth prospects bodes well!

Microsoft's Azure to Sustain Strong Growth, Truist Says

Investordude1301

07-22

More deals to come for $SK hynix(SKHY)$

Samsung, SK and Naver Leaders to Meet NVIDIA CEO in Silicon Valley

Investordude1301

07-22

SK Hynix’s rise and Nasdaq listing is a strong signal that memory is here to stay and we all know that this is a stock that has been growing its profits and revenue at an exponential pace (with more such growth expected over the next few years).

Investordude1301

07-22

$SK hynix(SKHY)$ biggest opportunity to buy right now before it surges to 200+

Investordude1301

07-20

$NVIDIA(NVDA)$ staying invested and not panicking over short term volatility

Investordude1301

07-20

Agreed that it is severely undervalued and due for a strong rebound! $Singtel(Z74.SI)$

Singapore Telecommunications (SGX:Z74) Could Be 64% Undervalued Following Frost And Sullivan Awards

Investordude1301

07-17

Staying invested in both $Roundhill Memory ETF(DRAM)$ and $SK hynix(SKHY)$ - the mid-term case is at least 40% upside!

Investordude1301

07-16

$Singtel(Z74.SI)$

Three Major Singapore Blue-Chip Stocks Backed by Temasek Holdings

Investordude1301

07-15

$Microsoft(MSFT)$

Microsoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM

Investordude1301

07-14

Bullish signs from DRAM and SKHY too

Chip Stocks Jump with Semtech up 10%; SOXL up 8%; SanDisk up 6%; LRCX, ALAB up 5%; WDC, Marvell, AMD, AMAT, ON, WOLF up 4%

Go to Tiger App to see more news

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is such wonderful news for&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"This is such wonderful news for&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"This is such wonderful news for $Microsoft(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591438527645048","repostId":"2655680343","repostType":4,"repost":{"id":"2655680343","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":1785419460,"share":"https://ttm.financial/m/news/2655680343?lang=en_US&edition=fundamental","pubTime":"2026-07-30 21:51","market":"us","language":"en","title":"Why Microsoft's Stock is Soaring Toward a Historic Gain After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2655680343","media":"Dow Jones","summary":"The company's cloud business is sporting impressive growth, and Microsoft expects to avoid heading into cash-burn mode as it spends up on AIMicrosoft's stock is up nearly 15% on Thursday morning.Micro","content":"<html><head></head><body><p style=\"text-align: left;\">The company&#39;s cloud business is sporting impressive growth, and Microsoft expects to avoid heading into cash-burn mode as it spends up on AI</p><p style=\"text-align: left;\">Microsoft&#39;s stock is up nearly 15% on Thursday morning.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b21a7631ff8a9d46ee1b7d2eba3309ba\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">Microsoft has finally started to convince Wall Street that it&#39;s striking the right balance on artificial intelligence - and that&#39;s translating to historic stock gains.</p><p style=\"text-align: left;\">The company had been fending off criticism for its AI spending, especially as cloud growth had been held in check. But investors are now warming to Microsoft&#39;s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> story as the company&#39;s latest earnings showed accelerating cloud performance. At the same time, management offered some reassurance that heavy AI spending isn&#39;t expected to push the company into negative free-cash-flow territory this fiscal year.</p><p style=\"text-align: left;\">As a result, Microsoft&#39;s stock could see its best day in nearly 18 years. Shares are up 14.6% shortly after Thursday&#39;s open and heading for their best single-day performance since Oct. 13, 2008, when they rose 18.6%. The stock is also on pace for its best post-earnings performance on record, according to Dow Jones Market Data.</p><p style=\"text-align: left;\">D.A. Davidson analyst Gil Luria wrote in a Thursday note that Microsoft&#39;s &#34;very strong&#34; report &#34;should not only change the narrative on Microsoft, but also communicate that the AI buildout is in responsible hands.&#34;</p><p style=\"text-align: left;\">He called the software giant &#34;the adult in the room.&#34;</p><p style=\"text-align: left;\">Meanwhile <a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI analyst Kirk Materne wrote in a Thursday note that the &#34;magnitude of the upside&#34; for the company&#39;s Azure acceleration &#34;came in ahead of even the most bullish expectations.&#34; He called out the company&#39;s 43% Azure growth rate for the fiscal fourth quarter, and the fact that the company is targeting a 45% growth rate for the September quarter in constant currency.</p><p style=\"text-align: left;\">Analysts tracked by FactSet were modeling roughly 42% growth for the September quarter.</p><p style=\"text-align: left;\">He also called out Microsoft 365 Copilot&#39;s momentum. The company reported reaching over 30 million paid seats for Copilot, which is its AI assistant.</p><p style=\"text-align: left;\">&#34;Christmas came a bit early for [Microsoft] shareholders,&#34; he wrote.</p><p style=\"text-align: left;\">See also: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns</p><p style=\"text-align: left;\">TD Cowen analyst Derrick Wood wrote in a Thursday note that the combination of greater Azure upside than expected and a disciplined capital-spending outlook &#34;was the best scenario outcome for the stock.&#34;</p><p style=\"text-align: left;\">That balance made for a &#34;Goldilocks&#34; report that Wood believes should &#34;support a sustained rally in shares.&#34;</p><p style=\"text-align: left;\">-Hannah Pedone</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft's Stock is Soaring Toward a Historic Gain After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft's Stock is Soaring Toward a Historic Gain After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-30 21:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The company&#39;s cloud business is sporting impressive growth, and Microsoft expects to avoid heading into cash-burn mode as it spends up on AI</p><p style=\"text-align: left;\">Microsoft&#39;s stock is up nearly 15% on Thursday morning.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b21a7631ff8a9d46ee1b7d2eba3309ba\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">Microsoft has finally started to convince Wall Street that it&#39;s striking the right balance on artificial intelligence - and that&#39;s translating to historic stock gains.</p><p style=\"text-align: left;\">The company had been fending off criticism for its AI spending, especially as cloud growth had been held in check. But investors are now warming to Microsoft&#39;s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> story as the company&#39;s latest earnings showed accelerating cloud performance. At the same time, management offered some reassurance that heavy AI spending isn&#39;t expected to push the company into negative free-cash-flow territory this fiscal year.</p><p style=\"text-align: left;\">As a result, Microsoft&#39;s stock could see its best day in nearly 18 years. Shares are up 14.6% shortly after Thursday&#39;s open and heading for their best single-day performance since Oct. 13, 2008, when they rose 18.6%. The stock is also on pace for its best post-earnings performance on record, according to Dow Jones Market Data.</p><p style=\"text-align: left;\">D.A. Davidson analyst Gil Luria wrote in a Thursday note that Microsoft&#39;s &#34;very strong&#34; report &#34;should not only change the narrative on Microsoft, but also communicate that the AI buildout is in responsible hands.&#34;</p><p style=\"text-align: left;\">He called the software giant &#34;the adult in the room.&#34;</p><p style=\"text-align: left;\">Meanwhile <a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI analyst Kirk Materne wrote in a Thursday note that the &#34;magnitude of the upside&#34; for the company&#39;s Azure acceleration &#34;came in ahead of even the most bullish expectations.&#34; He called out the company&#39;s 43% Azure growth rate for the fiscal fourth quarter, and the fact that the company is targeting a 45% growth rate for the September quarter in constant currency.</p><p style=\"text-align: left;\">Analysts tracked by FactSet were modeling roughly 42% growth for the September quarter.</p><p style=\"text-align: left;\">He also called out Microsoft 365 Copilot&#39;s momentum. The company reported reaching over 30 million paid seats for Copilot, which is its AI assistant.</p><p style=\"text-align: left;\">&#34;Christmas came a bit early for [Microsoft] shareholders,&#34; he wrote.</p><p style=\"text-align: left;\">See also: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns</p><p style=\"text-align: left;\">TD Cowen analyst Derrick Wood wrote in a Thursday note that the combination of greater Azure upside than expected and a disciplined capital-spending outlook &#34;was the best scenario outcome for the stock.&#34;</p><p style=\"text-align: left;\">That balance made for a &#34;Goldilocks&#34; report that Wood believes should &#34;support a sustained rally in shares.&#34;</p><p style=\"text-align: left;\">-Hannah Pedone</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655680343","content_text":"The company's cloud business is sporting impressive growth, and Microsoft expects to avoid heading into cash-burn mode as it spends up on AIMicrosoft's stock is up nearly 15% on Thursday morning.Microsoft has finally started to convince Wall Street that it's striking the right balance on artificial intelligence - and that's translating to historic stock gains.The company had been fending off criticism for its AI spending, especially as cloud growth had been held in check. But investors are now warming to Microsoft's $(MSFT)$ story as the company's latest earnings showed accelerating cloud performance. At the same time, management offered some reassurance that heavy AI spending isn't expected to push the company into negative free-cash-flow territory this fiscal year.As a result, Microsoft's stock could see its best day in nearly 18 years. Shares are up 14.6% shortly after Thursday's open and heading for their best single-day performance since Oct. 13, 2008, when they rose 18.6%. The stock is also on pace for its best post-earnings performance on record, according to Dow Jones Market Data.D.A. Davidson analyst Gil Luria wrote in a Thursday note that Microsoft's \"very strong\" report \"should not only change the narrative on Microsoft, but also communicate that the AI buildout is in responsible hands.\"He called the software giant \"the adult in the room.\"Meanwhile Evercore ISI analyst Kirk Materne wrote in a Thursday note that the \"magnitude of the upside\" for the company's Azure acceleration \"came in ahead of even the most bullish expectations.\" He called out the company's 43% Azure growth rate for the fiscal fourth quarter, and the fact that the company is targeting a 45% growth rate for the September quarter in constant currency.Analysts tracked by FactSet were modeling roughly 42% growth for the September quarter.He also called out Microsoft 365 Copilot's momentum. The company reported reaching over 30 million paid seats for Copilot, which is its AI assistant.\"Christmas came a bit early for [Microsoft] shareholders,\" he wrote.See also: Nvidia's potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warnsTD Cowen analyst Derrick Wood wrote in a Thursday note that the combination of greater Azure upside than expected and a disciplined capital-spending outlook \"was the best scenario outcome for the stock.\"That balance made for a \"Goldilocks\" report that Wood believes should \"support a sustained rally in shares.\"-Hannah Pedone","news_type":1,"symbols_score_info":{"NULC":0.6,"MSFW":0.6,"SPTE":0.6,"SNPE":0.6,"CMAG":0.6,"IXN":0.6,"VGT":0.6,"OGIG":0.6,"TDIV":0.6,"CNEQ":0.6,"MSFD":0.6,"TYLG":0.6,"MSFL":0.6,"FTEC":0.6,"MSFT":1.98,"MSFY":0.6,"MSFO":0.6,"XLK":0.6,"ROM":0.6,"MSFX":0.6,"MSFU":0.6,"IGV":0.6,"GAMR":0.6,"TTXU":0.6,"EFIV":0.6}},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591401117033344,"gmtCreate":1785416060458,"gmtModify":1785416061730,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Microsoft(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591401117033344","repostId":"1187749789","repostType":2,"repost":{"id":"1187749789","kind":"video","weMediaInfo":{"introduction":"Earnings Spotlight ","home_visible":1,"media_name":"Earnings Spotlight ","id":"1046391956","head_image":"https://community-static.tradeup.com/news/06eed09be88d7e58b027c64e1ff075c3"},"pubTimestamp":1785369600,"share":"https://ttm.financial/m/news/1187749789?lang=en_US&edition=fundamental","pubTime":"2026-07-30 08:00","market":"us","language":"en","title":"Microsoft: Azure >40% Growth, Lower-Than-Expected Capex, $130B New Datacenter Leases","url":"https://stock-news.laohu8.com/highlight/detail?id=1187749789","media":"Earnings Spotlight ","summary":"","content":"<html><head></head><body></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>Microsoft: Azure >40% Growth, Lower-Than-Expected Capex, $130B New Datacenter Leases</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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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>Microsoft CFO - Spending Plans Unchanged but Capex NOW Expected at $175 Billion for Fiscal 2027 Accounting for Change in Leases</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; 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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\">\nMicrosoft CFO - Spending Plans Unchanged but Capex NOW Expected at $175 Billion for Fiscal 2027 Accounting for Change in Leases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 05:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260729:nFWN43V267:13><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft CFO - Spending Plans Unchanged but Capex NOW Expected at $175 Billion for Fiscal 2027 Accounting for Change in Leases</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260729:nFWN43V267:13\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260729:nFWN43V267:13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655664817","content_text":"Microsoft CFO - Spending Plans Unchanged but Capex NOW Expected at $175 Billion for Fiscal 2027 Accounting for Change in Leases","news_type":1,"symbols_score_info":{"MSFU":0.6,"SPTE":0.6,"MSFW":0.6,"CNEQ":0.6,"MSFT":1.96,"OGIG":0.6,"MSFL":0.6,"MSFX":0.6,"IGV":0.6,"MSFO":0.6,"GAMR":0.6,"TTXU":0.6,"VGT":0.6,"EFIV":0.6,"MSFD":0.6,"XLK":0.6,"IXN":0.6,"CMAG":0.6,"SNPE":0.6,"TYLG":0.6,"ROM":0.6,"TDIV":0.6,"FTEC":0.6,"NULC":0.6,"MSFY":0.6}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591053200479752,"gmtCreate":1785328654144,"gmtModify":1785328659954,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Amazing profits! And the memory supply shortage isn't clearing anytime soon <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>","listText":"Amazing profits! And the memory supply shortage isn't clearing anytime soon <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>","text":"Amazing profits! And the memory supply shortage isn't clearing anytime soon $SK hynix(SKHY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591053200479752","repostId":"1165405098","repostType":2,"repost":{"id":"1165405098","kind":"news","weMediaInfo":{"introduction":"Earnings Spotlight ","home_visible":1,"media_name":"Earnings Spotlight ","id":"1046391956","head_image":"https://community-static.tradeup.com/news/06eed09be88d7e58b027c64e1ff075c3"},"pubTimestamp":1785312888,"share":"https://ttm.financial/m/news/1165405098?lang=en_US&edition=fundamental","pubTime":"2026-07-29 16:14","market":"us","language":"en","title":"SK Hynix Posts Record Q2 Operating Profit, Up 557% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1165405098","media":"Earnings Spotlight ","summary":"","content":"<html><head></head><body></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>SK Hynix Posts Record Q2 Operating Profit, Up 557% YoY</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\">\nSK Hynix Posts Record Q2 Operating Profit, Up 557% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1046391956\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/06eed09be88d7e58b027c64e1ff075c3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Spotlight  </p>\n<p class=\"h-time\">2026-07-29 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHZ":"1倍做空海力士ETF-Leverage Shares","SK":"2倍做多海力士ETF-Corgi","SKHU":"2倍做多海力士-ProShares","HYNX":"2倍做多海力士ETF-T-REX","SKDD":"2倍做空海力士ETF-GraniteShares","SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHY":"SK海力士","07709":"南方两倍做多海力士"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165405098","news_type":1,"symbols_score_info":{"SKUU":0.6,"HYNX":0.6,"SKHZ":0.6,"SK":0.6,"SKHY":2,"07709":0.6,"SKDD":0.6,"SKHX":0.6,"SKHU":0.6}},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590877640418928,"gmtCreate":1785254158652,"gmtModify":1785254161663,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> now that the worst is over, it's time for a strong rebound!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> now that the worst is over, it's time for a strong rebound!","text":"$NVIDIA(NVDA)$ now that the worst is over, it's time for a strong rebound!","images":[{"img":"https://community-static.tradeup.com/news/c05c8af8a831c57e1463abd09d029b5d","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/590877640418928","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":590875424891008,"gmtCreate":1785253317259,"gmtModify":1785253320502,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!","text":"$SK hynix(SKHY)$ $Roundhill Memory ETF(DRAM)$ Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":17,"link":"https://ttm.financial/post/590875424891008","isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":589496236323000,"gmtCreate":1784950147127,"gmtModify":1784950150335,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> huge huge sign that Thai Bev is about to explode! With the amount of shareholder value unlocked and the already generous dividends being paid, ThaiBev is an undervalued gem","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> huge huge sign that Thai Bev is about to explode! With the amount of shareholder value unlocked and the already generous dividends being paid, ThaiBev is an undervalued gem","text":"$ThaiBev(Y92.SI)$ huge huge sign that Thai Bev is about to explode! With the amount of shareholder value unlocked and the already generous dividends being paid, ThaiBev is an undervalued gem","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/589496236323000","repostId":"2653522237","repostType":2,"repost":{"id":"2653522237","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1784619312,"share":"https://ttm.financial/m/news/2653522237?lang=en_US&edition=fundamental","pubTime":"2026-07-21 15:35","market":"nz","language":"en","title":"Update: Market Chatter: Bank of America Working With Thai Beverage Over Potential Sale of Latter's KFC Franchise in Thailand","url":"https://stock-news.laohu8.com/highlight/detail?id=2653522237","media":"MT Newswires Live","summary":"Brands , which also owns the Taco Bell and Pizza Hut restaurant chains.Bank of America declined to comment, while ThaiBev did not immediately respond to MT Newswires' requests for comment.","content":"<html><body><p> (Updates to add Bank of America's comment in fifth paragraph)</p><p>Bank of America (BAC) is working with <a href=\"https://laohu8.com/S/Y92.SI\">Thai Beverage</a> on a potential sale of the company's KFC restaurant franchise business in Thailand, Bloomberg reported Friday, citing unnamed people familiar with the matter.</p><p>The report said the business is operated through ThaiBev subsidiary QSR of Asia, which runs more than 500 KFC restaurants across Thailand.</p><p>Deliberations are ongoing and may not result in a transaction, Bloomberg reported.</p><p>KFC is owned by Yum! Brands (YUM), which also owns the Taco Bell and Pizza Hut restaurant chains.</p><p>Bank of America declined to comment, while ThaiBev did not immediately respond to MT Newswires' requests for comment.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","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>Update: Market Chatter: Bank of America Working With Thai Beverage Over Potential Sale of Latter's KFC Franchise in Thailand</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\">\nUpdate: Market Chatter: Bank of America Working With Thai Beverage Over Potential Sale of Latter's KFC Franchise in Thailand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-21 15:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> (Updates to add Bank of America's comment in fifth paragraph)</p><p>Bank of America (BAC) is working with <a href=\"https://laohu8.com/S/Y92.SI\">Thai Beverage</a> on a potential sale of the company's KFC restaurant franchise business in Thailand, Bloomberg reported Friday, citing unnamed people familiar with the matter.</p><p>The report said the business is operated through ThaiBev subsidiary QSR of Asia, which runs more than 500 KFC restaurants across Thailand.</p><p>Deliberations are ongoing and may not result in a transaction, Bloomberg reported.</p><p>KFC is owned by Yum! Brands (YUM), which also owns the Taco Bell and Pizza Hut restaurant chains.</p><p>Bank of America declined to comment, while ThaiBev did not immediately respond to MT Newswires' requests for comment.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","IYF":"金融指数ETF-iShares Dow Jones","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","FNCL":"Fidelity MSCI Financials Index ETF","LU0877626530.USD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (USD) INC MONTHLY (G)","UYG":"两倍做多金融股ETF-ProShares","BK4582":"ESG ETF-MSCI","VFH":"Vanguard Financials ETF","IYG":"iShares U.S. Financial Services ETF","BAC":"美国银行","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","XLF":"金融ETF","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","KBWB":"银行ETF-PowerShares","LU1119993845.HKD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (HKDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","FTXO":"First Trust Nasdaq Bank ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","PGF":"优先金融股指数ETF-PowerShares","BK4581":"高盛持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","TFNS":"T. Rowe Price Financials ETF","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","YUM":"Yum Brands","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4588":"碎股","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","BK6509":"食品和饮料股","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4207":"综合性银行","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","Y92.SI":"泰国酿酒"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653522237","content_text":"(Updates to add Bank of America's comment in fifth paragraph)Bank of America (BAC) is working with Thai Beverage on a potential sale of the company's KFC restaurant franchise business in Thailand, Bloomberg reported Friday, citing unnamed people familiar with the matter.The report said the business is operated through ThaiBev subsidiary QSR of Asia, which runs more than 500 KFC restaurants across Thailand.Deliberations are ongoing and may not result in a transaction, Bloomberg reported.KFC is owned by Yum! Brands (YUM), which also owns the Taco Bell and Pizza Hut restaurant chains.Bank of America declined to comment, while ThaiBev did not immediately respond to MT Newswires' requests for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1,"symbols_score_info":{"Y92.SI":1.5,"FNCL":0.6,"FTXO":0.6,"XLF":0.6,"PGF":1.5,"IYF":0.6,"TFNS":0.6,"VFH":0.6,"KBWB":0.6,"IYG":0.6,"BAC":1.5,"UYG":0.6,"YUM":1}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588990375138056,"gmtCreate":1784826693669,"gmtModify":1784826696747,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> These are amazing numbers! With this kind of future business, the cash buffer for the company is massive. Back to 400 within a month!","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> These are amazing numbers! With this kind of future business, the cash buffer for the company is massive. Back to 400 within a month!","text":"$Alphabet(GOOG)$ These are amazing numbers! With this kind of future business, the cash buffer for the company is massive. Back to 400 within a month!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/588990375138056","repostId":"1197290527","repostType":2,"repost":{"id":"1197290527","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":1784818587,"share":"https://ttm.financial/m/news/1197290527?lang=en_US&edition=fundamental","pubTime":"2026-07-23 22:56","market":"us","language":"en","title":"Google Future Contract Commitments Rise to $811bn, up Nearly $500bn in Three Months","url":"https://stock-news.laohu8.com/highlight/detail?id=1197290527","media":"Tiger Newspress","summary":"In a quarterly filing Google said future contract commitments totaled $811bn as of end-June, up nearly $500bn from three months earlier. The amounts are disclosed separately from capital expenditure...","content":"<html><head></head><body><p style=\"text-align: left;\">In a quarterly filing Google said future contract commitments totaled $811bn as of end-June, up nearly $500bn from three months earlier. </p><p style=\"text-align: left;\">The amounts are disclosed separately from capital expenditure guidance and reflect procurement under supply agreements and open purchase orders; about $200.7bn is classified as short‑term. </p><p style=\"text-align: left;\">Commitments cover chips, data centers, power, inventory and content licensing, highlighting rapid resource locking to scale AI infrastructure. Parent Alphabet said it expects to spend about $195–205bn on capital expenditure this year to compete with Microsoft, Meta and Amazon in expanding AI compute. </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>Google Future Contract Commitments Rise to $811bn, up Nearly $500bn in Three Months</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\">\nGoogle Future Contract Commitments Rise to $811bn, up Nearly $500bn in Three Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-07-23 22:56</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;\">In a quarterly filing Google said future contract commitments totaled $811bn as of end-June, up nearly $500bn from three months earlier. </p><p style=\"text-align: left;\">The amounts are disclosed separately from capital expenditure guidance and reflect procurement under supply agreements and open purchase orders; about $200.7bn is classified as short‑term. </p><p style=\"text-align: left;\">Commitments cover chips, data centers, power, inventory and content licensing, highlighting rapid resource locking to scale AI infrastructure. Parent Alphabet said it expects to spend about $195–205bn on capital expenditure this year to compete with Microsoft, Meta and Amazon in expanding AI compute. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOX":"2倍做多GOOG ETF-T-REX","GGLL":"2倍做多GOOGL-Direxion","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","GOOG":"谷歌","GGLS":"1倍做空GOOGL ETF-Direxion","GOOW":"Roundhill GOOGL WeeklyPay ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197290527","content_text":"In a quarterly filing Google said future contract commitments totaled $811bn as of end-June, up nearly $500bn from three months earlier. The amounts are disclosed separately from capital expenditure guidance and reflect procurement under supply agreements and open purchase orders; about $200.7bn is classified as short‑term. Commitments cover chips, data centers, power, inventory and content licensing, highlighting rapid resource locking to scale AI infrastructure. Parent Alphabet said it expects to spend about $195–205bn on capital expenditure this year to compete with Microsoft, Meta and Amazon in expanding AI compute.","news_type":1,"symbols_score_info":{"GOOG":2,"GGLL":0.6,"GOOGL":2,"GOOX":0.6,"GOOY":0.6,"GOU":0.6,"GOOW":0.6,"GGLS":0.6,"GOOP":0.6}},"isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588995667591528,"gmtCreate":1784824933001,"gmtModify":1784824936267,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"&nbsp;Super bullish on <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>, 200 by month end!","listText":"&nbsp;Super bullish on <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>, 200 by month end!","text":"Super bullish on $SK hynix(SKHY)$, 200 by month end!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588995667591528","repostId":"2653744587","repostType":2,"repost":{"id":"2653744587","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":1784804640,"share":"https://ttm.financial/m/news/2653744587?lang=en_US&edition=fundamental","pubTime":"2026-07-23 19:04","market":"hk","language":"en","title":"The U.S. Premium for SK Hynix is Set to Stay After Korean Regulatory Ruling","url":"https://stock-news.laohu8.com/highlight/detail?id=2653744587","media":"Dow Jones","summary":"Arbitrage opportunity for SK Hynix ruled out by Korean regulatorDemand for SK Hynix's memory chips has boomed in recent years and relentles demand shows no sign of letting upThe huge premium commanded","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     Arbitrage opportunity for <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> ruled out by Korean regulator \n</p>\n<p>\n     Demand for <a href=\"https://laohu8.com/S/SKHY\">SK Hynix</a>'s memory chips has boomed in recent years and relentles demand shows no sign of letting up \n</p>\n<p>\n     The huge premium commanded by SK Hynix 's American depository receipts over its domestically-listed ordinary shares is likely to remain, after restrictions were put in place on the number of ADRs that can be created by converting local shares. \n</p>\n<p>\n     On Nasdaq Wednesday, SK Hynix ADRs (SKHY) closed at $165.27 but in premarket trading Thursday they had rebounded sharply and were indicating around 6.5% higher at $176. Compared to the Korean closing price of the ordinary shares (KR:000660) of 1.92 million won, this represents a premium of over 34% for the privilege of holding the U.S. line. \n</p>\n<p>\n     On Wednesday the Korea Securities Depositary said that the quota of SK Hynix shares enabled for conversion is just 2.5%. That was the size of the new listing on July 10 and given the issue was multiple times oversubscribed, international demand was not satisfied fully. \n</p>\n<p>\n     The only way in which ordinary shares can become ADRs is if someone were to convert ADRs to ordinaries and create room. Given the premium, clearly no one will do that. \n</p>\n<p>\n     Of course, for many international investors there is a good reason to prefer a U.S. listing from ease of transaction, lower commissions, counterparty risk, to the timing of market hours, liquidity and the simplicity of trading in dollars rather than the Korean won. Notwithstanding these arguments, 34% still seems hefty. \n</p>\n<p>\n     It is not without precedent, though. The most obvious comparison is <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> Company <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> (TW:2330), the ADRs of which have traded at a consistent premium but in a wide range of 2-100% during the three decades it has been quoted on the New York Stock Exchange. Indian, Argentinian and Russian depositary receipts have all traded at premia of varying degrees. \n</p>\n<p>\n     If no arbitrage is possible then the premium may often be dictated by sentiment towards emerging markets EEM in general and the propensity of U.S. investors to use exchange-traded funds as their investment vehicle. \n</p>\n<p>\n     While hedge funds cannot engage in riskless arbitrage, they can and probably will trade the spread. Overall demand for semiconductor stocks, as illustrated by the record-beating rally in the Philadelphia Semiconductor Index ETF SOX, will also play a key part in determining the premium. \n</p>\n<p>\n     If its main peer, <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> (KR:005930), were to make a U.S. listing - as has been rumored- then it's possible this could dilute some of the demand for SK Hynix ADRs and serve to reduce the premium. \n</p>\n<p>\n     Another factor to consider is the currency. The Korean won (USDKRW) has been extremely weak in recent years, despite its enormous current account surplus. In the last week or so, however, the Bank of Korea hiked interest rates and the won has appreciated modestly. A stronger won will  lower the premium if everything else remains the same. \n</p>\n<p>\n     The next catalyst for SK Hynix will be the eagerly-awaited announcement of second-quarter earnings on July 29. \n</p>\n<p>\n     -Jules Rimmer \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2026 07:04 ET (11:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Premium for SK Hynix is Set to Stay After Korean Regulatory Ruling</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\">\nThe U.S. Premium for SK Hynix is Set to Stay After Korean Regulatory Ruling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-23 19:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     Arbitrage opportunity for <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> ruled out by Korean regulator \n</p>\n<p>\n     Demand for <a href=\"https://laohu8.com/S/SKHY\">SK Hynix</a>'s memory chips has boomed in recent years and relentles demand shows no sign of letting up \n</p>\n<p>\n     The huge premium commanded by SK Hynix 's American depository receipts over its domestically-listed ordinary shares is likely to remain, after restrictions were put in place on the number of ADRs that can be created by converting local shares. \n</p>\n<p>\n     On Nasdaq Wednesday, SK Hynix ADRs (SKHY) closed at $165.27 but in premarket trading Thursday they had rebounded sharply and were indicating around 6.5% higher at $176. Compared to the Korean closing price of the ordinary shares (KR:000660) of 1.92 million won, this represents a premium of over 34% for the privilege of holding the U.S. line. \n</p>\n<p>\n     On Wednesday the Korea Securities Depositary said that the quota of SK Hynix shares enabled for conversion is just 2.5%. That was the size of the new listing on July 10 and given the issue was multiple times oversubscribed, international demand was not satisfied fully. \n</p>\n<p>\n     The only way in which ordinary shares can become ADRs is if someone were to convert ADRs to ordinaries and create room. Given the premium, clearly no one will do that. \n</p>\n<p>\n     Of course, for many international investors there is a good reason to prefer a U.S. listing from ease of transaction, lower commissions, counterparty risk, to the timing of market hours, liquidity and the simplicity of trading in dollars rather than the Korean won. Notwithstanding these arguments, 34% still seems hefty. \n</p>\n<p>\n     It is not without precedent, though. The most obvious comparison is <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> Company <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a> (TW:2330), the ADRs of which have traded at a consistent premium but in a wide range of 2-100% during the three decades it has been quoted on the New York Stock Exchange. Indian, Argentinian and Russian depositary receipts have all traded at premia of varying degrees. \n</p>\n<p>\n     If no arbitrage is possible then the premium may often be dictated by sentiment towards emerging markets EEM in general and the propensity of U.S. investors to use exchange-traded funds as their investment vehicle. \n</p>\n<p>\n     While hedge funds cannot engage in riskless arbitrage, they can and probably will trade the spread. Overall demand for semiconductor stocks, as illustrated by the record-beating rally in the Philadelphia Semiconductor Index ETF SOX, will also play a key part in determining the premium. \n</p>\n<p>\n     If its main peer, <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> (KR:005930), were to make a U.S. listing - as has been rumored- then it's possible this could dilute some of the demand for SK Hynix ADRs and serve to reduce the premium. \n</p>\n<p>\n     Another factor to consider is the currency. The Korean won (USDKRW) has been extremely weak in recent years, despite its enormous current account surplus. In the last week or so, however, the Bank of Korea hiked interest rates and the won has appreciated modestly. A stronger won will  lower the premium if everything else remains the same. \n</p>\n<p>\n     The next catalyst for SK Hynix will be the eagerly-awaited announcement of second-quarter earnings on July 29. \n</p>\n<p>\n     -Jules Rimmer \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2026 07:04 ET (11:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHU":"2倍做多海力士-ProShares","07709":"南方两倍做多海力士","SKHYV":"SK海力士-WI","HYNX":"2倍做多海力士ETF-T-REX","SKDD":"2倍做空海力士ETF-GraniteShares","SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","BK4141":"半导体产品","SKHY":"SK海力士","SKHZ":"1倍做空海力士ETF-Leverage Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653744587","content_text":"Arbitrage opportunity for SK Hynix ruled out by Korean regulator \n\n\n     Demand for SK Hynix's memory chips has boomed in recent years and relentles demand shows no sign of letting up \n\n\n     The huge premium commanded by SK Hynix 's American depository receipts over its domestically-listed ordinary shares is likely to remain, after restrictions were put in place on the number of ADRs that can be created by converting local shares. \n\n\n     On Nasdaq Wednesday, SK Hynix ADRs (SKHY) closed at $165.27 but in premarket trading Thursday they had rebounded sharply and were indicating around 6.5% higher at $176. Compared to the Korean closing price of the ordinary shares (KR:000660) of 1.92 million won, this represents a premium of over 34% for the privilege of holding the U.S. line. \n\n\n     On Wednesday the Korea Securities Depositary said that the quota of SK Hynix shares enabled for conversion is just 2.5%. That was the size of the new listing on July 10 and given the issue was multiple times oversubscribed, international demand was not satisfied fully. \n\n\n     The only way in which ordinary shares can become ADRs is if someone were to convert ADRs to ordinaries and create room. Given the premium, clearly no one will do that. \n\n\n     Of course, for many international investors there is a good reason to prefer a U.S. listing from ease of transaction, lower commissions, counterparty risk, to the timing of market hours, liquidity and the simplicity of trading in dollars rather than the Korean won. Notwithstanding these arguments, 34% still seems hefty. \n\n\n     It is not without precedent, though. The most obvious comparison is Taiwan Semiconductor Manufacturing Company $(TSM)$ (TW:2330), the ADRs of which have traded at a consistent premium but in a wide range of 2-100% during the three decades it has been quoted on the New York Stock Exchange. Indian, Argentinian and Russian depositary receipts have all traded at premia of varying degrees. \n\n\n     If no arbitrage is possible then the premium may often be dictated by sentiment towards emerging markets EEM in general and the propensity of U.S. investors to use exchange-traded funds as their investment vehicle. \n\n\n     While hedge funds cannot engage in riskless arbitrage, they can and probably will trade the spread. Overall demand for semiconductor stocks, as illustrated by the record-beating rally in the Philadelphia Semiconductor Index ETF SOX, will also play a key part in determining the premium. \n\n\n     If its main peer, Samsung Electronics (KR:005930), were to make a U.S. listing - as has been rumored- then it's possible this could dilute some of the demand for SK Hynix ADRs and serve to reduce the premium. \n\n\n     Another factor to consider is the currency. The Korean won (USDKRW) has been extremely weak in recent years, despite its enormous current account surplus. In the last week or so, however, the Bank of Korea hiked interest rates and the won has appreciated modestly. A stronger won will  lower the premium if everything else remains the same. \n\n\n     The next catalyst for SK Hynix will be the eagerly-awaited announcement of second-quarter earnings on July 29. \n\n\n     -Jules Rimmer \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 23, 2026 07:04 ET (11:04 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"SKUU":0.6,"HYNX":0.6,"SKHU":0.6,"SKDD":0.6,"SKHZ":0.6,"07709":0.6,"SKHX":0.6,"SKHY":1.96,"SKHYV":0.6}},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588885408690704,"gmtCreate":1784801045014,"gmtModify":1784801048407,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"The <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> ADR trades at a significant premium to its Korean shares, but any form of arbitrage will be blocked and the premium will essentially be permanently preserved. Conversion of Korean shares into ADRs is capped at 2.5% of outstanding shares—and Bloomberg reports that this limit has already been fully used.","listText":"The <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> ADR trades at a significant premium to its Korean shares, but any form of arbitrage will be blocked and the premium will essentially be permanently preserved. Conversion of Korean shares into ADRs is capped at 2.5% of outstanding shares—and Bloomberg reports that this limit has already been fully used.","text":"The $SK hynix(SKHY)$ ADR trades at a significant premium to its Korean shares, but any form of arbitrage will be blocked and the premium will essentially be permanently preserved. Conversion of Korean shares into ADRs is capped at 2.5% of outstanding shares—and Bloomberg reports that this limit has already been fully used.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/588885408690704","repostId":"2653107743","repostType":2,"repost":{"id":"2653107743","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1784799131,"share":"https://ttm.financial/m/news/2653107743?lang=en_US&edition=fundamental","pubTime":"2026-07-23 17:32","market":"nz","language":"en","title":"Market Chatter: SK Hynix Caps ADR Conversions at 2.5% of Outstanding Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2653107743","media":"MT Newswires Live","summary":"SK Hynix's  US-listed American depositary receipts can only represent up to 2.5% of its outstanding shares, with the quota already fully utilized following its $26.5 billion ADR offering, Bloomberg reported Thursday, citing Korea Securities Depository Chief Executive Rhee Yunsu.The report said investors cannot convert Seoul-listed shares into ADRs unless existing ADR holders first convert their US-listed receipts back into Korean shares, limiting arbitrage between the two markets.SK Hynix's ADRs have traded at premiums of as much as 51% to the Seoul-listed stock and were about 33% higher as of Wednesday, according to the report.The company did not immediately respond to MT Newswires' request for comment.","content":"<html><body><p> <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>'s (SKHY) US-listed American depositary receipts can only represent up to 2.5% of its outstanding shares, with the quota already fully utilized following its $26.5 billion ADR offering, Bloomberg reported Thursday, citing Korea Securities Depository Chief Executive Rhee Yunsu.</p><p>The report said investors cannot convert Seoul-listed shares into ADRs unless existing ADR holders first convert their US-listed receipts back into Korean shares, limiting arbitrage between the two markets.</p><p><a href=\"https://laohu8.com/S/SKHY\">SK Hynix</a>'s ADRs have traded at premiums of as much as 51% to the Seoul-listed stock and were about 33% higher as of Wednesday, according to the report.</p><p>The company did not immediately respond to MT Newswires' request for comment.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","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>Market Chatter: SK Hynix Caps ADR Conversions at 2.5% of Outstanding Shares</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\">\nMarket Chatter: SK Hynix Caps ADR Conversions at 2.5% of Outstanding Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-23 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a>'s (SKHY) US-listed American depositary receipts can only represent up to 2.5% of its outstanding shares, with the quota already fully utilized following its $26.5 billion ADR offering, Bloomberg reported Thursday, citing Korea Securities Depository Chief Executive Rhee Yunsu.</p><p>The report said investors cannot convert Seoul-listed shares into ADRs unless existing ADR holders first convert their US-listed receipts back into Korean shares, limiting arbitrage between the two markets.</p><p><a href=\"https://laohu8.com/S/SKHY\">SK Hynix</a>'s ADRs have traded at premiums of as much as 51% to the Seoul-listed stock and were about 33% higher as of Wednesday, according to the report.</p><p>The company did not immediately respond to MT Newswires' request for comment.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SAPH":"SAP SE ADRhedged","SKDD":"2倍做空海力士ETF-GraniteShares","CVY":"Invesco Zacks Multi-Asset Income ETF","SKUU":"2倍做多海力士ETF-GraniteShares","ARMH":"Arm Holdings PLC ADRhedged","BK4141":"半导体产品","DRAL":"2倍做多DRAM ETF-Defiance","07709":"南方两倍做多海力士","HYNX":"2倍做多海力士ETF-T-REX","DINT":"Davis Select International ETF","SKHU":"2倍做多海力士-ProShares","DIVL":"MADISON DIVIDEND VALUE ETF","SKHY":"SK海力士","RAM":"2倍做多DRAM ETF-T-REX","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHYV":"SK海力士-WI","SKHZ":"1倍做空海力士ETF-Leverage Shares","APIE":"ACTIVEPASSIVE INTERNATIONAL EQUITY ETF","SK":"2倍做多海力士ETF-Corgi","AADR":"AdvisorShares Dorsey Wright ADR ETF"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653107743","content_text":"SK Hynix's (SKHY) US-listed American depositary receipts can only represent up to 2.5% of its outstanding shares, with the quota already fully utilized following its $26.5 billion ADR offering, Bloomberg reported Thursday, citing Korea Securities Depository Chief Executive Rhee Yunsu.The report said investors cannot convert Seoul-listed shares into ADRs unless existing ADR holders first convert their US-listed receipts back into Korean shares, limiting arbitrage between the two markets.SK Hynix's ADRs have traded at premiums of as much as 51% to the Seoul-listed stock and were about 33% higher as of Wednesday, according to the report.The company did not immediately respond to MT Newswires' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1,"symbols_score_info":{"SKHY":1,"SAPH":1.5,"CVY":1.5,"RAM":1.5,"SKUU":0.6,"HYNX":0.6,"ARMH":1.5,"SKHX":0.6,"SK":1.5,"SKDD":0.6,"07709":0.6,"SKHZ":0.6,"APIE":1.5,"SKHU":0.6,"AADR":1.5,"DINT":1.5,"DIVL":1.5,"DRAL":0.6,"SKHYV":0.6}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588746939662696,"gmtCreate":1784764208408,"gmtModify":1784764211964,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Strong expectations beat upcoming and consistently strong growth prospects bodes well!","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Strong expectations beat upcoming and consistently strong growth prospects bodes well!","text":"$Microsoft(MSFT)$ Strong expectations beat upcoming and consistently strong growth prospects bodes well!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588746939662696","repostId":"2653760998","repostType":2,"repost":{"id":"2653760998","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1784747157,"share":"https://ttm.financial/m/news/2653760998?lang=en_US&edition=fundamental","pubTime":"2026-07-23 03:05","market":"fut","language":"en","title":"Microsoft's Azure to Sustain Strong Growth, Truist Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2653760998","media":"MT Newswires Live","summary":"Microsoft's  Azure is likely to sustain strong long-term growth, while artificial intelligence revenue gradually rises with the increasing adoption of Copilot, Truist Securities said in a note Wednesday.The brokerage said it expects a solid Q4 and accompanying outlook and added that broader industry dynamics will continue to result in a sustained supply-demand imbalance, and thus, it expects \"Azure growth remaining at a consistently strong level for the foreseeable future.\"\"A variety of factors could turn the tide on negative investor sentiment on high capex dynamics at least in the case of Microsoft,\" Truist said.Truist maintained a buy rating with a $575 price target.Price: 388.65, Change: -9.10, Percent Change: -2.29","content":"<html><body><p> Microsoft's (MSFT) Azure is likely to sustain strong long-term growth, while artificial intelligence revenue gradually rises with the increasing adoption of Copilot, Truist Securities said in a note Wednesday.</p><p>The brokerage said it expects a solid Q4 and accompanying outlook and added that broader industry dynamics will continue to result in a sustained supply-demand imbalance, and thus, it expects \"Azure growth remaining at a consistently strong level for the foreseeable future.\"</p><p>\"A variety of factors could turn the tide on negative investor sentiment on high capex dynamics at least in the case of Microsoft,\" Truist said.</p><p>Truist maintained a buy rating with a $575 price target.</p><p>Price: 388.65, Change: -9.10, Percent Change: -2.29</p></body></html>","source":"mtnewswires_news","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>Microsoft's Azure to Sustain Strong Growth, Truist Says</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{ 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}\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\">\nMicrosoft's Azure to Sustain Strong Growth, Truist Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-23 03:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Microsoft's (MSFT) Azure is likely to sustain strong long-term growth, while artificial intelligence revenue gradually rises with the increasing adoption of Copilot, Truist Securities said in a note Wednesday.</p><p>The brokerage said it expects a solid Q4 and accompanying outlook and added that broader industry dynamics will continue to result in a sustained supply-demand imbalance, and thus, it expects \"Azure growth remaining at a consistently strong level for the foreseeable future.\"</p><p>\"A variety of factors could turn the tide on negative investor sentiment on high capex dynamics at least in the case of Microsoft,\" Truist said.</p><p>Truist maintained a buy rating with a $575 price target.</p><p>Price: 388.65, Change: -9.10, Percent Change: -2.29</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK4516":"特朗普概念","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) 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while artificial intelligence revenue gradually rises with the increasing adoption of Copilot, Truist Securities said in a note Wednesday.The brokerage said it expects a solid Q4 and accompanying outlook and added that broader industry dynamics will continue to result in a sustained supply-demand imbalance, and thus, it expects \"Azure growth remaining at a consistently strong level for the foreseeable future.\"\"A variety of factors could turn the tide on negative investor sentiment on high capex dynamics at least in the case of Microsoft,\" Truist said.Truist maintained a buy rating with a $575 price target.Price: 388.65, Change: -9.10, Percent Change: -2.29","news_type":1,"symbols_score_info":{"EFIV":0.6,"GAMR":0.6,"NULC":0.6,"OGIG":0.6,"MSFW":0.6,"MSFD":0.6,"MSFX":0.6,"FTEC":0.6,"MSFO":0.6,"MSFL":0.6,"MSFU":0.6,"VGT":0.6,"CNEQ":0.6,"IGV":0.6,"SNPE":0.6,"MSFY":0.6,"TYLG":0.6,"XLK":0.6,"IXN":0.6,"ROM":0.6,"TDIV":0.6,"TTXU":0.6,"CMAG":0.6,"SPTE":0.6,"MSFT":1.95}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588403289679224,"gmtCreate":1784683255971,"gmtModify":1784683417905,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"More deals to come for <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>&nbsp;","listText":"More deals to come for <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a>&nbsp;","text":"More deals to come for $SK hynix(SKHY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588403289679224","repostId":"1163724859","repostType":4,"repost":{"id":"1163724859","kind":"news","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1784680949,"share":"https://ttm.financial/m/news/1163724859?lang=en_US&edition=fundamental","pubTime":"2026-07-22 08:42","market":"us","language":"en","title":"Samsung, SK and Naver Leaders to Meet NVIDIA CEO in Silicon Valley","url":"https://stock-news.laohu8.com/highlight/detail?id=1163724859","media":"MT Newswires Live","summary":"Yonhap reports Samsung Electronics chairman Lee Jae‑yong, SK Group chairman Chey Tae‑won and Naver chairman Lee Hae‑jin plan to meet NVIDIA CEO Jensen Huang in the U.S. Senior executives from the...","content":"<html><head></head><body><p style=\"text-align: left;\">Yonhap reports Samsung Electronics chairman Lee Jae‑yong, SK Group chairman Chey Tae‑won and Naver chairman Lee Hae‑jin plan to meet NVIDIA CEO Jensen Huang in the U.S. Senior executives from the four firms are scheduled for a roundtable near Silicon Valley this week, sources said; the meeting is likely on July 24.</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>Samsung, SK and Naver Leaders to Meet NVIDIA CEO in Silicon Valley</title>\n<style 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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\">\nSamsung, SK and Naver Leaders to Meet NVIDIA CEO in Silicon Valley\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-22 08:42</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;\">Yonhap reports Samsung Electronics chairman Lee Jae‑yong, SK Group chairman Chey Tae‑won and Naver chairman Lee Hae‑jin plan to meet NVIDIA CEO Jensen Huang in the U.S. Senior executives from the four firms are scheduled for a roundtable near Silicon Valley this week, sources said; the meeting is likely on July 24.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHZ":"1倍做空海力士ETF-Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDB":"ProShares Ultra NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","07788":"南方两倍做多英伟达","NVII":"Rex NVDA Growth & Income ETF","SKHY":"SK海力士","SK":"2倍做多海力士ETF-Corgi","ANV":"GraniteShares Autocallable NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","SKUU":"2倍做多海力士ETF-GraniteShares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","07709":"南方两倍做多海力士","NVDA":"英伟达","NVDU":"2倍做多NVDA ETF-Direxion","SKHU":"2倍做多海力士-ProShares","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","SKHX":"2倍做多海力士ETF-Leverage Shares","07388":"南方两倍做空英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163724859","content_text":"Yonhap reports Samsung Electronics chairman Lee Jae‑yong, SK Group chairman Chey Tae‑won and Naver chairman Lee Hae‑jin plan to meet NVIDIA CEO Jensen Huang in the U.S. Senior executives from the four firms are scheduled for a roundtable near Silicon Valley this week, sources said; the meeting is likely on July 24.","news_type":1,"symbols_score_info":{"SKDD":0.6,"NVDB":0.6,"NVDG":0.6,"NVDO":0.6,"NVYY":0.6,"NVDU":0.6,"NVDX":0.6,"07709":0.6,"NVII":0.6,"SK":0.6,"NVD":0.6,"SKHX":0.6,"ANV":0.6,"SKHZ":0.6,"SKHU":0.6,"HYNX":0.6,"SKHY":1,"NVDY":0.6,"NVDA":1,"DIPS":0.6,"NVDS":0.6,"NVDD":0.6,"SKUU":0.6,"07388":0.6,"NVDQ":0.6,"NVDL":0.6,"07788":0.6,"NVDW":0.6}},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588415288705192,"gmtCreate":1784683206746,"gmtModify":1784683209719,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"SK Hynix’s rise and Nasdaq listing is a strong signal that memory is here to stay and we all know that this is a stock that has been growing its profits and revenue at an exponential pace (with more such growth expected over the next few years).","listText":"SK Hynix’s rise and Nasdaq listing is a strong signal that memory is here to stay and we all know that this is a stock that has been growing its profits and revenue at an exponential pace (with more such growth expected over the next few years).","text":"SK Hynix’s rise and Nasdaq listing is a strong signal that memory is here to stay and we all know that this is a stock that has been growing its profits and revenue at an exponential pace (with more such growth expected over the next few years).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588415288705192","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588383840044032,"gmtCreate":1784678505400,"gmtModify":1784678508709,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v> biggest opportunity to buy right now before it surges to 200+","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v> biggest opportunity to buy right now before it surges to 200+","text":"$SK hynix(SKHY)$ biggest opportunity to buy right now before it surges to 200+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/588383840044032","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":587782783295792,"gmtCreate":1784531837200,"gmtModify":1784531840460,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> staying invested and not panicking over short term volatility&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> staying invested and not panicking over short term volatility&nbsp;","text":"$NVIDIA(NVDA)$ staying invested and not panicking over short term volatility","images":[{"img":"https://community-static.tradeup.com/news/b73070dc5cc4d9111758e2888efee38a","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587782783295792","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":587716962123816,"gmtCreate":1784519512777,"gmtModify":1784519515927,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Agreed that it is severely undervalued and due for a strong rebound!&nbsp;<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"Agreed that it is severely undervalued and due for a strong rebound!&nbsp;<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"Agreed that it is severely undervalued and due for a strong rebound! $Singtel(Z74.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587716962123816","repostId":"2652251643","repostType":2,"repost":{"id":"2652251643","kind":"highlight","pubTimestamp":1784456346,"share":"https://ttm.financial/m/news/2652251643?lang=en_US&edition=fundamental","pubTime":"2026-07-19 18:19","market":"hk","language":"en","title":"Singapore Telecommunications (SGX:Z74) Could Be 64% Undervalued Following Frost And Sullivan Awards","url":"https://stock-news.laohu8.com/highlight/detail?id=2652251643","media":"Simply Wall St.","summary":"Frost & Sullivan awards bring Singapore Telecommunications into focus\nRecent Frost & Sullivan awards for Internet of Things connectivity and cybersecurity have put Singapore Telecommunications (SGX:Z74) back on investors’ radar. The recognition highlights its role in digital infrastructure and raises fresh questions about the stock’s current pricing.\nSee our latest analysis for Singapore Telecommunications.\nThe recent Frost & Sullivan recognition lands as Singapore Telecommunications’ share...","content":"<div>\n<p>AdvertisementFrost & Sullivan awards bring Singapore Telecommunications into focus Recent Frost & Sullivan awards for Internet of Things connectivity and cybersecurity have put Singapore ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-could-be-64-undervalued\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","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>Singapore Telecommunications (SGX:Z74) Could Be 64% Undervalued Following Frost And Sullivan Awards</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\">\nSingapore Telecommunications (SGX:Z74) Could Be 64% Undervalued Following Frost And Sullivan Awards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-19 18:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-could-be-64-undervalued><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementFrost & Sullivan awards bring Singapore Telecommunications into focus Recent Frost & Sullivan awards for Internet of Things connectivity and cybersecurity have put Singapore ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-could-be-64-undervalued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/9022000-choice2-main-header/1585186701264","relate_stocks":{"LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - 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ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","Z74.SI":"新电信","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","SG9999002406.SGD":"利安新加坡信托基金","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SGXZ51708014.SGD":"AMOVA SINGAPORE EQUITY \"A\" (SGD) ACC","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0048573645.USD":"富达东盟基金","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD"},"source_url":"https://simplywall.st/stocks/sg/telecom/sgx-z74/singapore-telecommunications-shares/news/singapore-telecommunications-sgxz74-could-be-64-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2652251643","content_text":"AdvertisementFrost & Sullivan awards bring Singapore Telecommunications into focus Recent Frost & Sullivan awards for Internet of Things connectivity and cybersecurity have put Singapore Telecommunications (SGX:Z74) back on investors’ radar. The recognition highlights its role in digital infrastructure and raises fresh questions about the stock’s current pricing. See our latest analysis for Singapore Telecommunications. The recent Frost & Sullivan recognition lands as Singapore Telecommunications’ share price sits at SGD4.44, with short term share price returns soft over the past quarter but a 1 year total shareholder return of 11.08% and a very large 5 year total shareholder return indicating that longer term holders have seen far stronger gains. If awards in IoT and cybersecurity have you thinking about where else growth themes could show up, it may be worth scanning for other potential opportunities in 54 AI infrastructure stocks Given Singtel’s recent awards, its solid multi year shareholder returns, and a share price that has slipped over the past quarter, are investors now reacting to business progress or simply to changing sentiment around the stock’s valuation? Price-to-earnings of 12.9x for Singapore Telecommunications: Is it justified? On a P/E of 12.9x at a last close of SGD4.44, Singapore Telecommunications screens as inexpensive compared to several benchmarks, which naturally raises the question of whether the market is underappreciating its earnings profile. The P/E ratio compares the company’s share price to its earnings per share and is a common way to gauge how much investors are paying for current profits. For a telecom and digital infrastructure group like Singapore Telecommunications, this measure is often used to weigh earnings power against relatively steady demand for connectivity and related services. Here, the P/E of 12.9x sits below the estimated fair P/E of 21.2x, a level our models suggest the market could move towards based on historical relationships between fundamentals and valuation. It is also lower than the SG market average of 14.1x and the Asian Telecom industry average of 15.8x. These are strong relative gaps that point to a cheaper earnings multiple than both the broader market and sector peers. Explore the SWS fair ratio for Singapore Telecommunications Result: Price-to-earnings of 12.9x (UNDERVALUED) However, Singapore Telecommunications still faces risks if annual net income growth stays weak and if softer recent share returns reflect pressure on its broader telecom operations. Find out about the key risks to this Singapore Telecommunications narrative. Another view on Singapore Telecommunications’ value While Singapore Telecommunications looks inexpensive on a P/E basis, the SWS DCF model tells a different story. With the share price at SGD4.44 versus an estimated future cash flow value of SGD2.48, the stock screens as expensive on this method and raises the question of which signal investors should lean on. Look into how the SWS DCF model arrives at its fair value. Z74 Discounted Cash Flow as at Jul 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Singapore Telecommunications for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 231 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With mixed signals on valuation and sentiment around Singapore Telecommunications, it makes sense to move quickly, review the underlying data, and weigh both the concerns and potential upsides for yourself using the 3 key rewards and 3 important warning signs Looking for more investment ideas beyond Singapore Telecommunications? If Singapore Telecommunications has sharpened your focus on valuation and quality, do not stop here. Broaden your watchlist with targeted stock ideas built from the same data driven approach.  Target potential mispricings by reviewing companies that currently look cheap on quality metrics using the 231 high quality undervalued stocks. Strengthen your income stream by checking stocks highlighted as potential yield anchors in the 471 dividend fortresses. Prioritise resilience by scanning companies flagged for sturdier fundamentals in the 292 resilient stocks with low risk scores.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"Z74.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586642166051016,"gmtCreate":1784253276035,"gmtModify":1784253279703,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Staying invested in both&nbsp;<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> and&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v> - the mid-term case is at least 40% upside!","listText":"Staying invested in both&nbsp;<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> and&nbsp;<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v> - the mid-term case is at least 40% upside!","text":"Staying invested in both $Roundhill Memory ETF(DRAM)$ and $SK hynix(SKHY)$ - the mid-term case is at least 40% upside!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/586642166051016","isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586310196122552,"gmtCreate":1784172332097,"gmtModify":1784172334621,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Singtel(Z74.SI)$ $DBS(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/586310196122552","repostId":"1168172431","repostType":2,"repost":{"id":"1168172431","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1784171838,"share":"https://ttm.financial/m/news/1168172431?lang=en_US&edition=fundamental","pubTime":"2026-07-16 11:17","market":"sg","language":"en","title":"Three Major Singapore Blue-Chip Stocks Backed by Temasek Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=1168172431","media":"Trading Random","summary":"Three of Temasek's most substantial listed investments are found on the local Singapore Exchange. As of March 31, 2026, the sovereign investor held significant positions in DBS Group Holdings Ltd...","content":"<html><head></head><body>Three of Temasek&#39;s most substantial listed investments are found on the local Singapore Exchange.<br/><br/>\nAs of March 31, 2026, the sovereign investor held significant positions in <b>DBS Group Holdings Ltd</b> (<b>SGX: D05</b>), <b>Singtel Limited</b> (<b>SGX: Z74</b>), and <b>ST Engineering Ltd</b> (<b>SGX: S63</b>), with a combined value of approximately S$104.7 billion.<br/><br/>\nAll three entities have recently announced their financial results, each revealing distinct sources of earnings growth.<br/><br/>\nIt is important to note the reporting periods: DBS and ST Engineering released their Q1 2026 figures, while Singtel reported its full-year results for the period ending March 31, 2026. As these periods are not aligned, growth rates should not be directly compared across the three companies.<br/><br/>\n<b>DBS Group&#39;s Growth Amid Declining Interest Rates</b><br/><br/>\nTemasek holds a 28% stake in <b>DBS</b>, valued at roughly S$45.3 billion based on the bank&#39;s market capitalisation of S$161.8 billion, making it the largest holding of the three.<br/><br/>\nFor Q1 2026, DBS reported a record total income of S$5.95 billion, marking a 1% year-on-year increase. This headline figure, however, conceals a mixed performance beneath the surface.<br/><br/>\nNet interest income fell by 5% to S$3.49 billion, as the net interest margin narrowed by 23 basis points to 1.89% due to declining benchmark rates. This was partially offset by a 4% year-on-year growth in customer loans.<br/><br/>\nThe growth driver was non-interest income, which surged 10% to S$2.45 billion, propelled by record wealth management fees of S$907 million and record treasury customer sales of S$592 million. Net fee and commission income jumped 16% to S$1.48 billion.<br/><br/>\nDespite a 4% rise in expenses, net profit attributable to shareholders edged up 1% to S$2.93 billion. The board declared a Q1 dividend of S$0.81 per share, comprising an ordinary dividend of S$0.66 and a Capital Return dividend of S$0.15. Investors are advised to consider these components separately.<br/><br/>\n<b>Singtel&#39;s Reliance on International Operations</b><br/><br/>\nTemasek&#39;s 52% stake in <b>Singtel</b> is valued at approximately S$42.2 billion. For the full year 2026, group revenue remained stable at S$14.3 billion, while underlying net profit grew 12% to S$2.8 billion.<br/><br/>\nThis performance was driven by its overseas units. The NCS division saw a 34% surge in operating profit to S$340 million, and Optus in Australia reported a 23% increase in operating profit to A$550 million.<br/><br/>\nIn contrast, operating profit from the Singapore operations declined by 4.6% to S$795 million due to intense mobile competition. Contributions from regional associates like Airtel and AIS also grew.<br/><br/>\nSingtel declared a total ordinary dividend of S$0.185 per share for FY2026, split into a core dividend and a value realisation dividend funded by asset sales, including a stake in Airtel.<br/><br/>\n<b>Analyzing ST Engineering&#39;s Order Book</b><br/><br/>\nTemasek&#39;s 51% stake in <b>ST Engineering</b> is worth around S$17.2 billion. The group&#39;s Q1 2026 revenue grew 11% year-on-year to S$3.3 billion, with all segments showing growth.<br/><br/>\nThe Defence &amp; Public Security segment grew 13%, Commercial Aerospace revenue jumped 15%, and Urban Solutions &amp; Satcom revenue surged 18%. The company noted that net profit growth outpaced revenue growth, though specific profit figures were not disclosed in the quarterly update.<br/><br/>\nST Engineering secured new contracts worth S$4.8 billion in the quarter, bringing its total order book to S$34.5 billion, with S$8.0 billion expected for delivery in the remainder of the year. A first-quarter interim dividend of S$0.04 per share was declared.<br/><br/>\n<b>Key Insight for Investors: Scrutinize Dividend Components</b><br/><br/>\nA critical takeaway is that each company&#39;s dividend consists of multiple parts. DBS separates ordinary and Capital Return dividends. Singtel distinguishes between a core dividend and a value realisation dividend funded by asset disposals. ST Engineering&#39;s previous full-year payout included a special dividend.<br/><br/>\nInvestors should focus on the ordinary component, which is sustained by operating cash flow, as the other parts are dependent on specific management decisions that may not be repeated. Relying solely on the headline dividend figure risks mistaking a one-off distribution for a recurring commitment.</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>Three Major Singapore Blue-Chip Stocks Backed by Temasek Holdings</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\">\nThree Major Singapore Blue-Chip Stocks Backed by Temasek Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-07-16 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Three of Temasek&#39;s most substantial listed investments are found on the local Singapore Exchange.<br/><br/>\nAs of March 31, 2026, the sovereign investor held significant positions in <b>DBS Group Holdings Ltd</b> (<b>SGX: D05</b>), <b>Singtel Limited</b> (<b>SGX: Z74</b>), and <b>ST Engineering Ltd</b> (<b>SGX: S63</b>), with a combined value of approximately S$104.7 billion.<br/><br/>\nAll three entities have recently announced their financial results, each revealing distinct sources of earnings growth.<br/><br/>\nIt is important to note the reporting periods: DBS and ST Engineering released their Q1 2026 figures, while Singtel reported its full-year results for the period ending March 31, 2026. As these periods are not aligned, growth rates should not be directly compared across the three companies.<br/><br/>\n<b>DBS Group&#39;s Growth Amid Declining Interest Rates</b><br/><br/>\nTemasek holds a 28% stake in <b>DBS</b>, valued at roughly S$45.3 billion based on the bank&#39;s market capitalisation of S$161.8 billion, making it the largest holding of the three.<br/><br/>\nFor Q1 2026, DBS reported a record total income of S$5.95 billion, marking a 1% year-on-year increase. This headline figure, however, conceals a mixed performance beneath the surface.<br/><br/>\nNet interest income fell by 5% to S$3.49 billion, as the net interest margin narrowed by 23 basis points to 1.89% due to declining benchmark rates. This was partially offset by a 4% year-on-year growth in customer loans.<br/><br/>\nThe growth driver was non-interest income, which surged 10% to S$2.45 billion, propelled by record wealth management fees of S$907 million and record treasury customer sales of S$592 million. Net fee and commission income jumped 16% to S$1.48 billion.<br/><br/>\nDespite a 4% rise in expenses, net profit attributable to shareholders edged up 1% to S$2.93 billion. The board declared a Q1 dividend of S$0.81 per share, comprising an ordinary dividend of S$0.66 and a Capital Return dividend of S$0.15. Investors are advised to consider these components separately.<br/><br/>\n<b>Singtel&#39;s Reliance on International Operations</b><br/><br/>\nTemasek&#39;s 52% stake in <b>Singtel</b> is valued at approximately S$42.2 billion. For the full year 2026, group revenue remained stable at S$14.3 billion, while underlying net profit grew 12% to S$2.8 billion.<br/><br/>\nThis performance was driven by its overseas units. The NCS division saw a 34% surge in operating profit to S$340 million, and Optus in Australia reported a 23% increase in operating profit to A$550 million.<br/><br/>\nIn contrast, operating profit from the Singapore operations declined by 4.6% to S$795 million due to intense mobile competition. Contributions from regional associates like Airtel and AIS also grew.<br/><br/>\nSingtel declared a total ordinary dividend of S$0.185 per share for FY2026, split into a core dividend and a value realisation dividend funded by asset sales, including a stake in Airtel.<br/><br/>\n<b>Analyzing ST Engineering&#39;s Order Book</b><br/><br/>\nTemasek&#39;s 51% stake in <b>ST Engineering</b> is worth around S$17.2 billion. The group&#39;s Q1 2026 revenue grew 11% year-on-year to S$3.3 billion, with all segments showing growth.<br/><br/>\nThe Defence &amp; Public Security segment grew 13%, Commercial Aerospace revenue jumped 15%, and Urban Solutions &amp; Satcom revenue surged 18%. The company noted that net profit growth outpaced revenue growth, though specific profit figures were not disclosed in the quarterly update.<br/><br/>\nST Engineering secured new contracts worth S$4.8 billion in the quarter, bringing its total order book to S$34.5 billion, with S$8.0 billion expected for delivery in the remainder of the year. A first-quarter interim dividend of S$0.04 per share was declared.<br/><br/>\n<b>Key Insight for Investors: Scrutinize Dividend Components</b><br/><br/>\nA critical takeaway is that each company&#39;s dividend consists of multiple parts. DBS separates ordinary and Capital Return dividends. Singtel distinguishes between a core dividend and a value realisation dividend funded by asset disposals. ST Engineering&#39;s previous full-year payout included a special dividend.<br/><br/>\nInvestors should focus on the ordinary component, which is sustained by operating cash flow, as the other parts are dependent on specific management decisions that may not be repeated. Relying solely on the headline dividend figure risks mistaking a one-off distribution for a recurring commitment.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","D05.SI":"星展集团控股","S63.SI":"新科工程"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168172431","content_text":"Three of Temasek's most substantial listed investments are found on the local Singapore Exchange.\nAs of March 31, 2026, the sovereign investor held significant positions in DBS Group Holdings Ltd (SGX: D05), Singtel Limited (SGX: Z74), and ST Engineering Ltd (SGX: S63), with a combined value of approximately S$104.7 billion.\nAll three entities have recently announced their financial results, each revealing distinct sources of earnings growth.\nIt is important to note the reporting periods: DBS and ST Engineering released their Q1 2026 figures, while Singtel reported its full-year results for the period ending March 31, 2026. As these periods are not aligned, growth rates should not be directly compared across the three companies.\nDBS Group's Growth Amid Declining Interest Rates\nTemasek holds a 28% stake in DBS, valued at roughly S$45.3 billion based on the bank's market capitalisation of S$161.8 billion, making it the largest holding of the three.\nFor Q1 2026, DBS reported a record total income of S$5.95 billion, marking a 1% year-on-year increase. This headline figure, however, conceals a mixed performance beneath the surface.\nNet interest income fell by 5% to S$3.49 billion, as the net interest margin narrowed by 23 basis points to 1.89% due to declining benchmark rates. This was partially offset by a 4% year-on-year growth in customer loans.\nThe growth driver was non-interest income, which surged 10% to S$2.45 billion, propelled by record wealth management fees of S$907 million and record treasury customer sales of S$592 million. Net fee and commission income jumped 16% to S$1.48 billion.\nDespite a 4% rise in expenses, net profit attributable to shareholders edged up 1% to S$2.93 billion. The board declared a Q1 dividend of S$0.81 per share, comprising an ordinary dividend of S$0.66 and a Capital Return dividend of S$0.15. Investors are advised to consider these components separately.\nSingtel's Reliance on International Operations\nTemasek's 52% stake in Singtel is valued at approximately S$42.2 billion. For the full year 2026, group revenue remained stable at S$14.3 billion, while underlying net profit grew 12% to S$2.8 billion.\nThis performance was driven by its overseas units. The NCS division saw a 34% surge in operating profit to S$340 million, and Optus in Australia reported a 23% increase in operating profit to A$550 million.\nIn contrast, operating profit from the Singapore operations declined by 4.6% to S$795 million due to intense mobile competition. Contributions from regional associates like Airtel and AIS also grew.\nSingtel declared a total ordinary dividend of S$0.185 per share for FY2026, split into a core dividend and a value realisation dividend funded by asset sales, including a stake in Airtel.\nAnalyzing ST Engineering's Order Book\nTemasek's 51% stake in ST Engineering is worth around S$17.2 billion. The group's Q1 2026 revenue grew 11% year-on-year to S$3.3 billion, with all segments showing growth.\nThe Defence & Public Security segment grew 13%, Commercial Aerospace revenue jumped 15%, and Urban Solutions & Satcom revenue surged 18%. The company noted that net profit growth outpaced revenue growth, though specific profit figures were not disclosed in the quarterly update.\nST Engineering secured new contracts worth S$4.8 billion in the quarter, bringing its total order book to S$34.5 billion, with S$8.0 billion expected for delivery in the remainder of the year. A first-quarter interim dividend of S$0.04 per share was declared.\nKey Insight for Investors: Scrutinize Dividend Components\nA critical takeaway is that each company's dividend consists of multiple parts. DBS separates ordinary and Capital Return dividends. Singtel distinguishes between a core dividend and a value realisation dividend funded by asset disposals. ST Engineering's previous full-year payout included a special dividend.\nInvestors should focus on the ordinary component, which is sustained by operating cash flow, as the other parts are dependent on specific management decisions that may not be repeated. Relying solely on the headline dividend figure risks mistaking a one-off distribution for a recurring commitment.","news_type":1,"symbols_score_info":{"Z74.SI":2,"D05.SI":2,"S63.SI":2}},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552850525395609","authorId":"3552850525395609","name":"moliya","avatar":"https://community-static.tradeup.com/news/748bcf0aa156e5b68e0b397250aefd6a","crmLevel":12,"crmLevelSwitch":1,"idStr":"3552850525395609","authorIdStr":"3552850525395609"},"content":"what s the third one","text":"what s the third one","html":"what s the third one"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586141639971736,"gmtCreate":1784131091884,"gmtModify":1784131094531,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Microsoft(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586141639971736","repostId":"2651461042","repostType":2,"repost":{"id":"2651461042","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1784126663,"share":"https://ttm.financial/m/news/2651461042?lang=en_US&edition=fundamental","pubTime":"2026-07-15 22:44","market":"fut","language":"en","title":"Microsoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM","url":"https://stock-news.laohu8.com/highlight/detail?id=2651461042","media":"TradingKey","summary":"Tradingkey - On July 15, Eastern Time, Microsoft (MSFT) shares saw a strong rebound in early trading. As of press time, the stock rose 3.2% to $397.26, approaching the $400 milestone. Microsoft and 3M (MMM) have announced a strategic partnership focusing on artificial intelligence data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will be the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.","content":"<html><body><p dir=\"ltr\"><span>Tradingkey - On July 15 Eastern Time, Microsoft (</span><span> MSFT</span><span> )'s share price rebounded strongly in early trading. As of press time, it was up 3.2% to $397.26, approaching the $400 mark.</span></p><p dir=\"ltr\"><span>It is reported that Microsoft and <a href=\"https://laohu8.com/S/MMM\">3M</a> (</span><span> MMM</span><span>) announced a strategic partnership that will focus on AI data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.</span></p><p><img height=\"576\" src=\"https://resource.tradingkey.com/uploads/20260715/microsoft-msft-rebound-7d8f5da9d2134e3f94ce0f96400c5bee.png\" width=\"800\"/></p><p dir=\"ltr\"><span>[Source: TradingView]</span></p><p dir=\"ltr\"><span>Notably, after <a href=\"https://laohu8.com/S/IBM\">IBM</a> announced disappointing earnings yesterday, dragging down the overall performance of US software stocks, Microsoft's share price fell 1.55% yesterday. Goldman Sachs promptly issued a clear warning, pointing out that this IBM event \"will fully validate the software bear market scenario\" and expecting widespread sell-off pressure across the software and services sector.</span></p><p dir=\"ltr\"><span>The market generally believes that Microsoft's late-July earnings report will be a watershed for this wave of software valuation rebuilding. If Azure's cloud growth rate for the next quarter remains above 20%, it means the market views IBM as an isolated case of its mainframe business, which does not affect the cloud software thesis. If Azure's growth rate drops below 18%, it indicates market concern that the trend of enterprise IT budgets shifting toward hardware has spread to cloud subscriptions.</span></p><p dir=\"ltr\"><span>Citi stated that due to valuation multiple compression in the software industry, it lowered Microsoft's price target from $620 to $570, while maintaining its \"Buy\" rating. Citi expects Microsoft's fourth fiscal quarter results to be strong; entering fiscal year 2027, Microsoft will be able to leverage stronger returns driven by accelerated growth in its core businesses (Azure and M365 Copilot), which will ultimately drive continued acceleration in overall revenue and EPS growth.</span></p><p dir=\"ltr\"><span>In addition, Microsoft announced an upgrade to its Dataverse platform capabilities, officially connecting Dataverse plugins to three major AI development environments: GitHub Copilot, Claude, and Cursor. This leverages natural language instructions to improve development efficiency while increasing investment in the MCP (Model Context Protocol) ecosystem. As Microsoft's enterprise-grade cloud data management system, Dataverse is upgrading from a data foundation for low-code/no-code applications to a core infrastructure for AI agents in the generative AI era.</span></p><p dir=\"ltr\"><span>Developers can invoke underlying capabilities such as MCP, SDK, and CLI through natural language within the aforementioned AI tools, and all operations are controlled by Dataverse's permission system and governance rules, balancing development efficiency with data security.</span></p><p dir=\"ltr\"><span>At the ecosystem level, Microsoft's MCP protocol has covered over 60 out-of-the-box servers, which can integrate various tools across productivity, development, and business applications, adapting to its full suite of proprietary products including Microsoft 365 Copilot and Azure AI Foundry. Meanwhile, it opens certification channels for third-party MCP servers and provides enterprises with \"Bring Your Own MCP\" self-developed deployment solutions, complete with administrator review and security monitoring capabilities, driving the upgrade of Dataverse into an AI-driven, well-governed, next-generation enterprise data platform.</span></p><p>Find out more</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>Microsoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM</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\">\nMicrosoft Rises Over 3% Approaching $400: Partners With 3M to Deploy EBO Fiber Optics, Defies Software Stock Pullback Dragged Down by IBM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2026-07-15 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p dir=\"ltr\"><span>Tradingkey - On July 15 Eastern Time, Microsoft (</span><span> MSFT</span><span> )'s share price rebounded strongly in early trading. As of press time, it was up 3.2% to $397.26, approaching the $400 mark.</span></p><p dir=\"ltr\"><span>It is reported that Microsoft and <a href=\"https://laohu8.com/S/MMM\">3M</a> (</span><span> MMM</span><span>) announced a strategic partnership that will focus on AI data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.</span></p><p><img height=\"576\" src=\"https://resource.tradingkey.com/uploads/20260715/microsoft-msft-rebound-7d8f5da9d2134e3f94ce0f96400c5bee.png\" width=\"800\"/></p><p dir=\"ltr\"><span>[Source: TradingView]</span></p><p dir=\"ltr\"><span>Notably, after <a href=\"https://laohu8.com/S/IBM\">IBM</a> announced disappointing earnings yesterday, dragging down the overall performance of US software stocks, Microsoft's share price fell 1.55% yesterday. Goldman Sachs promptly issued a clear warning, pointing out that this IBM event \"will fully validate the software bear market scenario\" and expecting widespread sell-off pressure across the software and services sector.</span></p><p dir=\"ltr\"><span>The market generally believes that Microsoft's late-July earnings report will be a watershed for this wave of software valuation rebuilding. If Azure's cloud growth rate for the next quarter remains above 20%, it means the market views IBM as an isolated case of its mainframe business, which does not affect the cloud software thesis. If Azure's growth rate drops below 18%, it indicates market concern that the trend of enterprise IT budgets shifting toward hardware has spread to cloud subscriptions.</span></p><p dir=\"ltr\"><span>Citi stated that due to valuation multiple compression in the software industry, it lowered Microsoft's price target from $620 to $570, while maintaining its \"Buy\" rating. Citi expects Microsoft's fourth fiscal quarter results to be strong; entering fiscal year 2027, Microsoft will be able to leverage stronger returns driven by accelerated growth in its core businesses (Azure and M365 Copilot), which will ultimately drive continued acceleration in overall revenue and EPS growth.</span></p><p dir=\"ltr\"><span>In addition, Microsoft announced an upgrade to its Dataverse platform capabilities, officially connecting Dataverse plugins to three major AI development environments: GitHub Copilot, Claude, and Cursor. This leverages natural language instructions to improve development efficiency while increasing investment in the MCP (Model Context Protocol) ecosystem. As Microsoft's enterprise-grade cloud data management system, Dataverse is upgrading from a data foundation for low-code/no-code applications to a core infrastructure for AI agents in the generative AI era.</span></p><p dir=\"ltr\"><span>Developers can invoke underlying capabilities such as MCP, SDK, and CLI through natural language within the aforementioned AI tools, and all operations are controlled by Dataverse's permission system and governance rules, balancing development efficiency with data security.</span></p><p dir=\"ltr\"><span>At the ecosystem level, Microsoft's MCP protocol has covered over 60 out-of-the-box servers, which can integrate various tools across productivity, development, and business applications, adapting to its full suite of proprietary products including Microsoft 365 Copilot and Azure AI Foundry. Meanwhile, it opens certification channels for third-party MCP servers and provides enterprises with \"Bring Your Own MCP\" self-developed deployment solutions, complete with administrator review and security monitoring capabilities, driving the upgrade of Dataverse into an AI-driven, well-governed, next-generation enterprise data platform.</span></p><p>Find out more</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20231025/27da62b3090d507cd5845a125ca0c769.jpg","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY 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Eastern Time, Microsoft ( MSFT )'s share price rebounded strongly in early trading. As of press time, it was up 3.2% to $397.26, approaching the $400 mark.It is reported that Microsoft and 3M ( MMM) announced a strategic partnership that will focus on AI data center infrastructure and enterprise transformation. According to the statement, Microsoft's Azure cloud platform and AI infrastructure will become the first hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also leverage Microsoft's AI and digital platforms to drive enterprise transformation across its key business functions.[Source: TradingView]Notably, after IBM announced disappointing earnings yesterday, dragging down the overall performance of US software stocks, Microsoft's share price fell 1.55% yesterday. Goldman Sachs promptly issued a clear warning, pointing out that this IBM event \"will fully validate the software bear market scenario\" and expecting widespread sell-off pressure across the software and services sector.The market generally believes that Microsoft's late-July earnings report will be a watershed for this wave of software valuation rebuilding. If Azure's cloud growth rate for the next quarter remains above 20%, it means the market views IBM as an isolated case of its mainframe business, which does not affect the cloud software thesis. If Azure's growth rate drops below 18%, it indicates market concern that the trend of enterprise IT budgets shifting toward hardware has spread to cloud subscriptions.Citi stated that due to valuation multiple compression in the software industry, it lowered Microsoft's price target from $620 to $570, while maintaining its \"Buy\" rating. Citi expects Microsoft's fourth fiscal quarter results to be strong; entering fiscal year 2027, Microsoft will be able to leverage stronger returns driven by accelerated growth in its core businesses (Azure and M365 Copilot), which will ultimately drive continued acceleration in overall revenue and EPS growth.In addition, Microsoft announced an upgrade to its Dataverse platform capabilities, officially connecting Dataverse plugins to three major AI development environments: GitHub Copilot, Claude, and Cursor. This leverages natural language instructions to improve development efficiency while increasing investment in the MCP (Model Context Protocol) ecosystem. As Microsoft's enterprise-grade cloud data management system, Dataverse is upgrading from a data foundation for low-code/no-code applications to a core infrastructure for AI agents in the generative AI era.Developers can invoke underlying capabilities such as MCP, SDK, and CLI through natural language within the aforementioned AI tools, and all operations are controlled by Dataverse's permission system and governance rules, balancing development efficiency with data security.At the ecosystem level, Microsoft's MCP protocol has covered over 60 out-of-the-box servers, which can integrate various tools across productivity, development, and business applications, adapting to its full suite of proprietary products including Microsoft 365 Copilot and Azure AI Foundry. Meanwhile, it opens certification channels for third-party MCP servers and provides enterprises with \"Bring Your Own MCP\" self-developed deployment solutions, complete with administrator review and security monitoring capabilities, driving the upgrade of Dataverse into an AI-driven, well-governed, next-generation enterprise data platform.Find out more","news_type":1,"symbols_score_info":{"EFIV":0.6,"NULC":0.6,"OGIG":0.6,"MSFW":0.6,"MSFD":0.6,"MSFX":0.6,"FTEC":0.6,"MSFO":0.6,"MSFL":0.6,"MSFU":0.6,"CNEQ":0.6,"IGV":0.6,"SNPE":0.6,"MSFY":0.6,"TYLG":0.6,"XLK":0.6,"IXN":0.6,"ROM":0.6,"TDIV":0.6,"SPTE":0.6,"MSFT":1.98}},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585769512448384,"gmtCreate":1784037306821,"gmtModify":1784037309844,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Bullish signs from DRAM and SKHY too","listText":"Bullish signs from DRAM and SKHY too","text":"Bullish signs from DRAM and SKHY too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585769512448384","repostId":"1172130717","repostType":4,"repost":{"id":"1172130717","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":1784037094,"share":"https://ttm.financial/m/news/1172130717?lang=en_US&edition=fundamental","pubTime":"2026-07-14 21:51","market":"us","language":"en","title":"Chip Stocks Jump with Semtech up 10%; SOXL up 8%; SanDisk up 6%; LRCX, ALAB up 5%; WDC, Marvell, AMD, AMAT, ON, WOLF up 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172130717","media":"Tiger Newspress","summary":"Chip stocks jumped in premarket trading. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$, $SanDisk Corp.(SNDK)$ up 4%; $Lam Research(LRCX)$, $Applied Materials(AMAT)$, $ARM Holdings(ARM)$,...","content":"<html><head></head><body><p style=\"text-align: left;\">Chip stocks jumped in market trading. <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> up 10%; <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> up 8%; <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp.</a> up 6%; <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/ALAB\">Astera Labs, Inc.</a> up 5%; <a href=\"https://laohu8.com/S/WDC\">Western Digital</a>, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>, <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed Inc.</a> up 4%; <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a> up 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbe0dbfdf54403d38b2d4d814c47806b\" data-align=\"center\" tg-width=\"751\" tg-height=\"855\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Jump with Semtech up 10%; SOXL up 8%; SanDisk up 6%; LRCX, ALAB up 5%; WDC, Marvell, AMD, AMAT, ON, WOLF up 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Stocks Jump with Semtech up 10%; SOXL up 8%; SanDisk up 6%; LRCX, ALAB up 5%; WDC, Marvell, AMD, AMAT, ON, WOLF up 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-07-14 21:51</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;\">Chip stocks jumped in market trading. <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> up 10%; <a href=\"https://laohu8.com/S/SOXL\">Direxion Daily Semiconductors Bull 3x Shares</a> up 8%; <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp.</a> up 6%; <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/ALAB\">Astera Labs, Inc.</a> up 5%; <a href=\"https://laohu8.com/S/WDC\">Western Digital</a>, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>, <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed Inc.</a> up 4%; <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a> up 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbe0dbfdf54403d38b2d4d814c47806b\" data-align=\"center\" tg-width=\"751\" tg-height=\"855\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STSM":"Defiance Daily Target 2X Short TSM ETF","AMDD":"1倍做空AMD ETF-Direxion","LINT":"Direxion Daily INTC Bull 2X ETF","TSMG":"2倍做多TSM ETF- Leverage Shares","SMH":"半导体指数ETF-HOLDRs","MU":"美光科技","AMDG":"2倍做多AMD ETF- Leverage Shares","LABX":"Tradr 2X Long ALAB Daily ETF","MUD":"1倍做空MU ETF-Direxion","AMAT":"应用材料","MCHP":"微芯科技","LRCU":"2倍做多LRCX ETF-Tradr","AMDL":"2倍做多AMD ETF-GraniteShares","ARMU":"2倍做多ARM ETF-T-REX","TSMU":"2倍做多TSM ETF-GraniteShares","WDCX":"Tradr 2X Long WDC Daily ETF","SMTC":"先科电子","MULL":"2倍做多MU ETF-GraniteShares","WOLF":"Wolfspeed Inc.","SNDC":"Corgi SNDK 2x Daily ETF","KLAC":"科磊","TSMX":"2倍做多TSM ETF-Direxion","LRCX":"拉姆研究","MRVL":"迈威尔科技","STM":"意法半导体","SNDG":"Leverage Shares 2X Long SNDK Daily ETF","SNDK":"闪迪","TSMY":"TSM期权收益策略ETF-YieldMax","MVLL":"2倍做多MRVL ETF-GraniteShares","CRDO":"Credo Technology Group Holding Ltd","SNDQ":"Tradr 2X Short SNDK Daily ETF","AMD":"美国超微公司","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","AMDU":"Defiance Leveraged Long + Income AMD ETF","TSMZ":"1倍做空TSM ETF-Direxion","AMUU":"2倍做多AMD ETF-Direxion","AMDW":"Roundhill AMD WeeklyPay ETF","INTW":"2倍做多INTC ETF-GraniteShares","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","SNXX":"Tradr 2X Long SNDK Daily ETF","MRVU":"Direxion Daily MRVL Bull 2X ETF","AMDY":"AMD期权收益策略ETF-YieldMax","TSM":"台积电","WDC":"西部数据","ARMG":"2倍做多ARM ETF- Leverage Shares","ON":"安森美半导体","ALAB":"Astera Labs, Inc.","DAMD":"2倍做空AMD ETF-Defiance","AMYY":"GraniteShares YieldBOOST AMD ETF","SOXL":"三倍做多半导体ETF-Direxion Daily","STC":"Stewart Information Services Cor","ARM":"ARM Holdings","TXN":"德州仪器","INTC":"英特尔","MUU":"2倍做多MU ETF-Direxion","CRDU":"Tradr 2X Long CRDO Daily ETF","ARMW":"Roundhill ARM WeeklyPay ETF","STX":"希捷科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172130717","content_text":"Chip stocks jumped in market trading. Semtech up 10%; Direxion Daily Semiconductors Bull 3x Shares up 8%; SanDisk Corp. up 6%; Lam Research, Astera Labs, Inc. up 5%; Western Digital, Marvell Technology, Microchip Technology, Advanced Micro Devices, Applied Materials, ON Semiconductor, Wolfspeed Inc. up 4%; Micron Technology, Intel up 3%.","news_type":1,"symbols_score_info":{"CRDU":0.6,"AMD":2,"ARMG":0.6,"SNDQ":0.6,"SMH":2,"WDC":2,"AMDG":0.6,"CRDO":2,"SOXL":2,"STX":2,"LINT":0.6,"ARM":2,"TSM":2,"MVLL":0.6,"TXN":2,"STC":2,"AMUU":0.6,"STSM":0.6,"LABX":0.6,"AMDW":0.6,"STM":2,"TSMG":0.6,"INTC":2,"AMDY":0.6,"SNDK":2,"LRCU":0.6,"ALAB":2,"KLAG":0.6,"AMDU":0.6,"WDCX":0.6,"TSMU":0.6,"MULL":0.6,"TSMX":0.6,"TSMZ":0.6,"AMDD":0.6,"MUU":0.6,"SNXX":0.6,"ON":2,"LRCX":2,"INTW":0.6,"MU":2,"MCHP":2,"SNDG":0.6,"ARMW":0.6,"MUD":0.6,"WOLF":2,"AMDL":0.6,"ARMU":0.6,"SNDC":0.6,"DAMD":0.6,"KLAC":2,"AMYY":0.6,"SNDU":0.6,"SMTC":2,"MRVL":2,"MRVU":0.6,"TSMY":0.6,"AMAT":2}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":585716057124952,"gmtCreate":1784027173756,"gmtModify":1784027277210,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"My view of <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","listText":"My view of <a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$</a> is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","text":"My view of $SK hynix(SKHY)$ is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":67,"commentSize":6,"repostSize":489,"link":"https://ttm.financial/post/585716057124952","isVote":1,"tweetType":1,"viewCount":9611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"content":"Here it comes. The big rebound. This may lead to a buying stampede today.","text":"Here it comes. The big rebound. This may lead to a buying stampede today.","html":"Here it comes. The big rebound. This may lead to a buying stampede today."},{"author":{"id":"4114498221568562","authorId":"4114498221568562","name":"Ragz","avatar":"https://community-static.tradeup.com/news/b4ff9d535326b2e5c1e196c2eaee90d6","crmLevel":12,"crmLevelSwitch":1,"idStr":"4114498221568562","authorIdStr":"4114498221568562"},"content":"Looks like the same pattern as SPCX🤔","text":"Looks like the same pattern as SPCX🤔","html":"Looks like the same pattern as SPCX🤔"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553458828534000,"gmtCreate":1776088771629,"gmtModify":1776088774824,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","text":"$Microsoft(MSFT)$ Time to buy more MSFT. The most undervalued stock of the Mag 7 and primed for a breakout!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":76,"commentSize":7,"repostSize":409,"link":"https://ttm.financial/post/553458828534000","isVote":1,"tweetType":1,"viewCount":12357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531292069955080,"gmtCreate":1770731696492,"gmtModify":1770731700192,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","text":"$DBS(D05.SI)$ I agree with several contributors that this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":51,"commentSize":5,"repostSize":350,"link":"https://ttm.financial/post/531292069955080","isVote":1,"tweetType":1,"viewCount":11631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"content":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","text":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","html":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying"},{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"content":"My post still remains valid a month later!","text":"My post still remains valid a month later!","html":"My post still remains valid a month later!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590875424891008,"gmtCreate":1785253317259,"gmtModify":1785253320502,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!","listText":"<a href=\"https://ttm.financial/S/SKHY\">$SK hynix(SKHY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!","text":"$SK hynix(SKHY)$ $Roundhill Memory ETF(DRAM)$ Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":17,"link":"https://ttm.financial/post/590875424891008","isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581199679996272,"gmtCreate":1782924656186,"gmtModify":1782924659290,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","listText":"<a href=\"https://ttm.financial/S/DRAM\">$Roundhill Memory ETF(DRAM)$&nbsp;</a><v-v data-views=\"1\"></v-v> With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","text":"$Roundhill Memory ETF(DRAM)$ With the upcoming US listing of SK Hynix next week, this DRAM is going for a discount right now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":19,"link":"https://ttm.financial/post/581199679996272","isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590877640418928,"gmtCreate":1785254158652,"gmtModify":1785254161663,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> now that the worst is over, it's time for a strong rebound!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> now that the worst is over, it's time for a strong rebound!","text":"$NVIDIA(NVDA)$ now that the worst is over, it's time for a strong rebound!","images":[{"img":"https://community-static.tradeup.com/news/c05c8af8a831c57e1463abd09d029b5d","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/590877640418928","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":582862583628872,"gmtCreate":1783330543190,"gmtModify":1783330546430,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","text":"$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":9,"link":"https://ttm.financial/post/582862583628872","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531164424606712,"gmtCreate":1770700378218,"gmtModify":1770700382140,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","text":"$DBS(D05.SI)$ Now is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":2,"repostSize":39,"link":"https://ttm.financial/post/531164424606712","isVote":1,"tweetType":1,"viewCount":4718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578400947478528,"gmtCreate":1782235966885,"gmtModify":1782235970376,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","text":"$NVIDIA(NVDA)$ Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/578400947478528","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511798423867704,"gmtCreate":1765978340041,"gmtModify":1765980573726,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092737024653350","authorIdStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","text":"$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":34,"link":"https://ttm.financial/post/511798423867704","isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}