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Longlong49

Longlong49

重出江湖

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2024-11-07

Trump[Eye]

2024-10-26

$NVIDIA Corp(NVDA)$ My lowest DCA

2024-09-20

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Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut

2024-09-18

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You Won't Believe What Larry Ellison and Elon Musk Said to Nvidia CEO Jensen Huang

2024-08-03

Boycott Paris Olympics [What]

2024-07-25

[Spurting]

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2024-07-25

[Spurting]

"Magnificent Seven" Stocks See Worst Drop Since Launch of ChatGPT — with $1.7 Trillion in Value Erased in 2 Weeks

2024-07-21

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Trump Says He Loves Elon Musk Even Though He Never Heard of the $45 Million-A-Month Donation Plan from the Billionaire

2024-07-20

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Tesla Earnings Preview: Self-Driving and Energy-Storage Business Could Deliver Surprises

2024-07-20

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@Tiger_comments:Rising from Adversity: Will You Follow Vance's Stock Picks?

2024-07-16

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Top Calls on Wall Street | Apple, Tesla, Nvidia, Netflix, Amazon, AMD, and More

2024-07-16

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Super Micro Computer Gains Over 2% as It Will Replace Walgreens in Nasdaq-100

2024-07-11

$Tesla Motors(TSLA)$

$Tesla Motors(TSLA)$ My entry before the rally, giving myself a pat on my back[Cool]

2024-07-09

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3 Reasons Super Micro Computer Stock Is Still a Great AI Play

2024-07-08

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@Barcode:$SUPER MICRO COMPUTER INC(SMCI)$ We’ve hit a pivotal moment as SMCI touches the $906.70 and $912.00 key levels. This could be the game-changer you’ve been waiting for!

2024-07-08

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Semiconductor Stocks Gain With Nvidia up 3%

2024-07-08

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TSMC Shares Soar to Record on Expectations of Tight 2025 Supply

2024-07-07

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AI Stock Showdown: Dell vs. Super Micro Computer in the Race for Musk’s Billions

2024-07-07

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2024-07-06

$NVIDIA Corp(NVDA)$ [Miser]

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","text":"$NVIDIA Corp(NVDA)$ My lowest 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351301401051192","repostId":"1150933415","repostType":4,"repost":{"id":"1150933415","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":1726787568,"share":"https://ttm.financial/m/news/1150933415?lang=&edition=fundamental","pubTime":"2024-09-20 07:12","market":"us","language":"en","title":"Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=1150933415","media":"Tiger Newspress","summary":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment l","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut</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\">\nPost-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-09-20 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150933415","content_text":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.Market SnapshotThe S&P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.Market MoversTesla jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.Nvidia rose 4%, Micron Technology was up 2.2%, Advanced Micro Devices rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.Shares of FedEx Corp. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued \"weaker-than-expected\" shipping demand.Shares of Nike Inc. rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company's stock price and months of subdued demand for its products.Enphase Energy fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.Mobileye Global rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.Progyny, which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.Darden Restaurants, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.DoorDash was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.Market NewsBiden expects Fed to continue cutting interest ratesU.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.Biden used an Economic Club of Washington event with 500 guests to promote his administration's policies to bring down inflation after the COVID-19 pandemic and Russia's invasion of Ukraine, issues that have driven voters' anxiety.Disney to Stop Using Slack Following Hack That Exposed Company DataDisney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350709928276280,"gmtCreate":1726646205349,"gmtModify":1726646209064,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350709928276280","repostId":"2468506993","repostType":4,"repost":{"id":"2468506993","kind":"highlight","pubTimestamp":1726637794,"share":"https://ttm.financial/m/news/2468506993?lang=&edition=fundamental","pubTime":"2024-09-18 13:36","market":"fut","language":"en","title":"You Won't Believe What Larry Ellison and Elon Musk Said to Nvidia CEO Jensen Huang","url":"https://stock-news.laohu8.com/highlight/detail?id=2468506993","media":"Motley Fool","summary":"Three billionaires walked into a Nobu, and two of them begged the other for something money can't buy right now.","content":"<html><head></head><body><ul style=\"\"><li><p>Recently, Oracle chief Larry Ellison shared some insights about demand in artificial intelligence.</p></li><li><p>He recalled a dinner where he and Elon Musk begged Nvidia&#39;s CEO for more data center chips.</p></li><li><p>Ellison&#39;s comments bode very well for Nvidia&#39;s future revenue -- and stock price.</p></li></ul><p>Larry Ellison is the chairman of <strong>Oracle </strong>(ORCL), which is currently building some of the fastest and most cost efficient data centers in the world for developing artificial intelligence (AI). Elon Musk, on the other hand, runs <strong>Tesla </strong>(TSLA), which is building AI-powered self-driving software for its electric vehicles. He also runs SpaceX, X (formerly Twitter), and a new AI start-up called xAI.</p><p>Ellison and Musk need <em>tens of thousands </em>of graphics processors (GPUs) for their data centers in order to bring AI to life, and <strong>Nvidia </strong>(NVDA) supplies the best chips in the industry.</p><p>At Oracle&#39;s financial analyst meeting on Sept. 12, Ellison told the audience that he and Musk recently went to dinner with Nvidia CEO Jensen Huang at the Nobu restaurant in Palo Alto. The two, who are among the richest people on Earth, found themselves begging Huang for something money simply can&#39;t buy at the moment. Here&#39;s how it went down.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a586279c97cfc999a8b53bbbcefbea7\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_3207630339\">The arms race for GPUs</h2><p>Oracle currently has 162 data centers either live or under construction, but it believes that number could eventually top 2,000 because the demand for computing power from AI developers is soaring. Some of Oracle&#39;s largest data centers feature clusters of more than 32,000 GPUs, but next year the company will offer a cluster of 131,072 GPUs from Nvidia&#39;s latest Blackwell lineup.</p><p>Oracle designed unique RDMA (random direct memory access) networking technology that can move data from one point to another more quickly than traditional Ethernet networks, and since developers pay for computing power by the minute, this can significantly reduce costs. That&#39;s why leading AI start-ups like OpenAI, Cohere, and even Musk&#39;s xAI are using Oracle&#39;s infrastructure.</p><p>In its recent fiscal 2025 first quarter (ended July 31), the Oracle Cloud Infrastructure (OCI) segment generated $2.2 billion in revenue, a whopping 45% jump from the year-ago period. However, it could be growing even faster if not for supply constraints -- in other words, Oracle simply can&#39;t get its hands on enough GPUs for its data centers.</p><p>Not only is Oracle battling other cloud giants like <strong>Microsoft</strong>, <strong>Amazon</strong>, and <strong>Alphabet</strong> for GPU allocations from Nvidia, but tech companies like Tesla and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> are also soaking up supply to develop AI for their own purposes. Tesla is trying to bring a cluster of 50,000 GPUs online this year to enhance its self-driving software, which requires a substantial amount of computing power.</p><p>Meta, on the other hand, used around 16,000 of Nvidia&#39;s flagship H100 GPUs to train its Llama 3.1 large language model (LLM), but the company plans to increase its capacity to a mind-boggling 600,000 H100 equivalents by the end of this year. That will pave the way for Llama 4, which CEO Mark Zuckerberg says could set the benchmark for the industry in 2025.</p><h2 id=\"id_2371472920\">Ellison and Musk are begging for more GPUs</h2><blockquote><p>Please take our money ... take more of it. You&#39;re not taking enough. ... We need you to take more of our money. Please.</p><p>-- Ellison&#39;s and Musk&#39;s comments to Jensen Huang over dinner, according to Ellison.</p></blockquote><p>Ellison and Musk were practically begging Huang for more GPUs, but no amount of money in the world can buy the numbers they require right now because Nvidia simply can&#39;t keep up with demand. Oracle and Tesla aren&#39;t even Nvidia&#39;s biggest customers!</p><p>Oracle spent $6.9 billion on capital expenditures (capex) during fiscal 2024 (ended April 30), and it expects to spend <em>double </em>that in fiscal 2025. Most of the money will go toward buying chips and building data centers. Tesla plans to spend over $10 billion on capex this calendar year on the whole, which will also go toward the 50,000 GPU cluster I mentioned earlier.</p><p>Those numbers are modest compared to what other tech giants are spending. Microsoft allocated $55.7 billion to capex during its fiscal 2024 (ended June 30), and it plans to spend even more in fiscal 2025. Amazon&#39;s capex spending, on the other hand, could top $60 billion in calendar 2024.</p><p>Therefore, it&#39;s no surprise that Nvidia generated $26.3 billion in data center revenue during its recent fiscal 2025 second quarter (ended July 28), a 154% increase from the year-ago period. Ellison says the wave of AI spending could continue for the next 10 years as companies and nation states battle for tech supremacy when it comes to AI, so Nvidia&#39;s data center revenue probably has plenty of growth left in the tank.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You Won't Believe What Larry Ellison and Elon Musk Said to Nvidia CEO Jensen Huang</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\">\nYou Won't Believe What Larry Ellison and Elon Musk Said to Nvidia CEO Jensen Huang\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-18 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/09/17/believe-larry-ellison-elon-musk-said-nvidia-jensen/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, Oracle chief Larry Ellison shared some insights about demand in artificial intelligence.He recalled a dinner where he and Elon Musk begged Nvidia's CEO for more data center chips.Ellison's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/17/believe-larry-ellison-elon-musk-said-nvidia-jensen/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - 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Elon Musk, on the other hand, runs Tesla (TSLA), which is building AI-powered self-driving software for its electric vehicles. He also runs SpaceX, X (formerly Twitter), and a new AI start-up called xAI.Ellison and Musk need tens of thousands of graphics processors (GPUs) for their data centers in order to bring AI to life, and Nvidia (NVDA) supplies the best chips in the industry.At Oracle's financial analyst meeting on Sept. 12, Ellison told the audience that he and Musk recently went to dinner with Nvidia CEO Jensen Huang at the Nobu restaurant in Palo Alto. The two, who are among the richest people on Earth, found themselves begging Huang for something money simply can't buy at the moment. Here's how it went down.Image source: Getty Images.The arms race for GPUsOracle currently has 162 data centers either live or under construction, but it believes that number could eventually top 2,000 because the demand for computing power from AI developers is soaring. Some of Oracle's largest data centers feature clusters of more than 32,000 GPUs, but next year the company will offer a cluster of 131,072 GPUs from Nvidia's latest Blackwell lineup.Oracle designed unique RDMA (random direct memory access) networking technology that can move data from one point to another more quickly than traditional Ethernet networks, and since developers pay for computing power by the minute, this can significantly reduce costs. That's why leading AI start-ups like OpenAI, Cohere, and even Musk's xAI are using Oracle's infrastructure.In its recent fiscal 2025 first quarter (ended July 31), the Oracle Cloud Infrastructure (OCI) segment generated $2.2 billion in revenue, a whopping 45% jump from the year-ago period. However, it could be growing even faster if not for supply constraints -- in other words, Oracle simply can't get its hands on enough GPUs for its data centers.Not only is Oracle battling other cloud giants like Microsoft, Amazon, and Alphabet for GPU allocations from Nvidia, but tech companies like Tesla and Meta Platforms are also soaking up supply to develop AI for their own purposes. Tesla is trying to bring a cluster of 50,000 GPUs online this year to enhance its self-driving software, which requires a substantial amount of computing power.Meta, on the other hand, used around 16,000 of Nvidia's flagship H100 GPUs to train its Llama 3.1 large language model (LLM), but the company plans to increase its capacity to a mind-boggling 600,000 H100 equivalents by the end of this year. That will pave the way for Llama 4, which CEO Mark Zuckerberg says could set the benchmark for the industry in 2025.Ellison and Musk are begging for more GPUsPlease take our money ... take more of it. You're not taking enough. ... We need you to take more of our money. Please.-- Ellison's and Musk's comments to Jensen Huang over dinner, according to Ellison.Ellison and Musk were practically begging Huang for more GPUs, but no amount of money in the world can buy the numbers they require right now because Nvidia simply can't keep up with demand. Oracle and Tesla aren't even Nvidia's biggest customers!Oracle spent $6.9 billion on capital expenditures (capex) during fiscal 2024 (ended April 30), and it expects to spend double that in fiscal 2025. Most of the money will go toward buying chips and building data centers. Tesla plans to spend over $10 billion on capex this calendar year on the whole, which will also go toward the 50,000 GPU cluster I mentioned earlier.Those numbers are modest compared to what other tech giants are spending. Microsoft allocated $55.7 billion to capex during its fiscal 2024 (ended June 30), and it plans to spend even more in fiscal 2025. Amazon's capex spending, on the other hand, could top $60 billion in calendar 2024.Therefore, it's no surprise that Nvidia generated $26.3 billion in data center revenue during its recent fiscal 2025 second quarter (ended July 28), a 154% increase from the year-ago period. Ellison says the wave of AI spending could continue for the next 10 years as companies and nation states battle for tech supremacy when it comes to AI, so Nvidia's data center revenue probably has plenty of growth left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334426689401088,"gmtCreate":1722680447124,"gmtModify":1722680451128,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Boycott Paris Olympics [What]","listText":"Boycott Paris Olympics [What]","text":"Boycott Paris Olympics [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334426689401088","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331402152452272,"gmtCreate":1721916712179,"gmtModify":1721916715670,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"[Spurting]&nbsp;&nbsp;","listText":"[Spurting]&nbsp;&nbsp;","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331402152452272","repostId":"1142738737","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331152696766672,"gmtCreate":1721877964603,"gmtModify":1721877967863,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"[Spurting]&nbsp;&nbsp;","listText":"[Spurting]&nbsp;&nbsp;","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331152696766672","repostId":"2454683240","repostType":4,"repost":{"id":"2454683240","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":1721873520,"share":"https://ttm.financial/m/news/2454683240?lang=&edition=fundamental","pubTime":"2024-07-25 10:12","market":"us","language":"en","title":"\"Magnificent Seven\" Stocks See Worst Drop Since Launch of ChatGPT — with $1.7 Trillion in Value Erased in 2 Weeks","url":"https://stock-news.laohu8.com/highlight/detail?id=2454683240","media":"Dow Jones","summary":"The group of highflying megacap stocks has officially entered correction territoryMembers of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in mark","content":"<html><head></head><body><p>The group of highflying megacap stocks has officially entered correction territory</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5695a3c2236f193fdea67946b6a3f19e\" alt=\"Members of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in market value since July 10, Dow Jones Market Data show.\" title=\"Members of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in market value since July 10, Dow Jones Market Data show.\" tg-width=\"920\" tg-height=\"610\"/><span>Members of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in market value since July 10, Dow Jones Market Data show.</span></p><p>The wheels appeared to be coming off the artificial-intelligence trade on Wednesday, as members of the “Magnificent Seven” group of megacap tech stocks booked their worst daily drop since the launch of ChatGPT.</p><p style=\"text-align: start;\">OpenAI’s November 2022 rollout of its AI chatbot ushered in an era of investor optimism around the technology’s potential to drive innovative new products and offerings — and, in turn, fuel lucrative corporate earnings for the biggest and best-positioned tech companies.</p><p>Yet Wednesday’s stock-market selloff saw the Magnificent Seven finish down 4.6% — their one-day worst drop since September of that year, according to a market-cap-weighted gauge maintained by Dow Jones Market Data.</p><p>Since their most recent peak on July 10, the seven stocks have fallen more than 10% through Wednesday’s close, leaving them firmly in correction territory for the first time since this past October.</p><p>The Roundhill Magnificent Seven ETF saw an even bigger decline of 6.1% on Wednesday, ending down more than 11% from its July 10 close.</p><p>Over this two-week time frame, the Magnificent Seven stocks have collectively erased more than $1.7 trillion from their market capitalization. More than $768 billion was wiped away on Wednesday alone — the biggest one-day drop on record for the group, dating back to when Facebook parent Meta Platforms Inc. went public in 2012.</p><p style=\"text-align: start;\">Megacap tech stocks have hit the skids in July since a softer-than-expected inflation report rekindled expectations for multiple Federal Reserve interest-rate cuts between now and the end of 2024, with the first expected to arrive in September.</p><p style=\"text-align: start;\">With the start of the Fed rate-cutting cycle appearing imminent, small-cap and value-oriented names have charged ahead after lagging behind the S&amp;P 500 and Nasdaq Composite for most of 2024.</p><p style=\"text-align: start;\">Information-technology stocks finished down more than 4% on Wednesday, also the sector’s worst day since September 2022. The consumer-discretionary sector — which includes two members of the Magnificent Seven, Tesla Inc. and Amazon.com Inc. — had its worst day since September 2022, as well.</p><p style=\"text-align: start;\">The selloff was inspired by the latest batch of earnings from Tesla and Google parent Alphabet Inc., the first two members of the Magnificent Seven to report results since the start of the summer earnings season. Visa Inc. shares also slumped after thecredit-card giant’s earningsoffered more signs of a weakening consumer.</p><p>But it was the results from the Magnificent Seven names that appeared to garner most of the attention from investors, as they missed what had been described as a “high bar” set by Wall Street.</p><p style=\"text-align: start;\">Tesla reported a 40% drop in profits. Its shares were down 12.3% on Wednesday as a result, their worst drop since January, Dow Jones data showed.</p><p style=\"text-align: start;\">On the other hand, Alphabet surpassed expectations for profit and sales growth, but ad revenues from its YouTube segment weren’t quite as strong as analysts had hoped.</p><p style=\"text-align: start;\">But perhaps the most damaging details from the two earnings reports were signs that Alphabet’s aggressive investment in AI might take longer than hoped to pay off. The company’s shares lost more than 5% Wednesday.</p><p style=\"text-align: start;\">”There were signs that it’s going to take longer for them to see a payoff from their investment in AI,” said Kim Caughey Forrest, founder and chief investment officer at Bokeh Capital Partners, during a Wednesday call with MarketWatch. “To me, that is key.”</p><p style=\"text-align: start;\">Investors appear to have been blindsided by the selloff in the Magnificent Seven stocks over the past two weeks — but there were signs nonetheless.</p><p style=\"text-align: start;\">According to data from BondCliQ, investors have been dumping corporate bonds issued by Magnificent Seven members for the past two weeks, although the sales haven’t had much of an impact on yields. Bond yields move inversely to prices.</p><p style=\"text-align: start;\">In addition to Tesla, Alphabet, Meta and Amazon, the Magnificent Seven includes Microsoft Corp., Apple Inc. and Nvidia Corp.</p><p style=\"text-align: start;\">As tech stocks slumped, the small-cap Russell 2000 index and value-oriented Dow Jones Industrial Average also moved lower — but their losses of 2.1% and 1.3%, respectively, were relatively more modest. Both gauges have outperformed since the start of July.</p><p style=\"text-align: start;\">Other corners of the market saw strength persist, with utilities stocks and healthcare stocks seeing notable gains.</p><p style=\"text-align: start;\">But their strength wasn’t enough to prevent the S&amp;P 500 from falling 2.3% and snapping a 356-day streak without a 2% decline, its longest since 2007. The tech-heavy Nasdaq Composite, meanwhile, lost 3.6% at 17,342.41, its worst day since October 2022.</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>\"Magnificent Seven\" Stocks See Worst Drop Since Launch of ChatGPT — with $1.7 Trillion in Value Erased in 2 Weeks</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\">\n\"Magnificent Seven\" Stocks See Worst Drop Since Launch of ChatGPT — with $1.7 Trillion in Value Erased in 2 Weeks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-25 10:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The group of highflying megacap stocks has officially entered correction territory</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5695a3c2236f193fdea67946b6a3f19e\" alt=\"Members of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in market value since July 10, Dow Jones Market Data show.\" title=\"Members of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in market value since July 10, Dow Jones Market Data show.\" tg-width=\"920\" tg-height=\"610\"/><span>Members of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in market value since July 10, Dow Jones Market Data show.</span></p><p>The wheels appeared to be coming off the artificial-intelligence trade on Wednesday, as members of the “Magnificent Seven” group of megacap tech stocks booked their worst daily drop since the launch of ChatGPT.</p><p style=\"text-align: start;\">OpenAI’s November 2022 rollout of its AI chatbot ushered in an era of investor optimism around the technology’s potential to drive innovative new products and offerings — and, in turn, fuel lucrative corporate earnings for the biggest and best-positioned tech companies.</p><p>Yet Wednesday’s stock-market selloff saw the Magnificent Seven finish down 4.6% — their one-day worst drop since September of that year, according to a market-cap-weighted gauge maintained by Dow Jones Market Data.</p><p>Since their most recent peak on July 10, the seven stocks have fallen more than 10% through Wednesday’s close, leaving them firmly in correction territory for the first time since this past October.</p><p>The Roundhill Magnificent Seven ETF saw an even bigger decline of 6.1% on Wednesday, ending down more than 11% from its July 10 close.</p><p>Over this two-week time frame, the Magnificent Seven stocks have collectively erased more than $1.7 trillion from their market capitalization. More than $768 billion was wiped away on Wednesday alone — the biggest one-day drop on record for the group, dating back to when Facebook parent Meta Platforms Inc. went public in 2012.</p><p style=\"text-align: start;\">Megacap tech stocks have hit the skids in July since a softer-than-expected inflation report rekindled expectations for multiple Federal Reserve interest-rate cuts between now and the end of 2024, with the first expected to arrive in September.</p><p style=\"text-align: start;\">With the start of the Fed rate-cutting cycle appearing imminent, small-cap and value-oriented names have charged ahead after lagging behind the S&amp;P 500 and Nasdaq Composite for most of 2024.</p><p style=\"text-align: start;\">Information-technology stocks finished down more than 4% on Wednesday, also the sector’s worst day since September 2022. The consumer-discretionary sector — which includes two members of the Magnificent Seven, Tesla Inc. and Amazon.com Inc. — had its worst day since September 2022, as well.</p><p style=\"text-align: start;\">The selloff was inspired by the latest batch of earnings from Tesla and Google parent Alphabet Inc., the first two members of the Magnificent Seven to report results since the start of the summer earnings season. Visa Inc. shares also slumped after thecredit-card giant’s earningsoffered more signs of a weakening consumer.</p><p>But it was the results from the Magnificent Seven names that appeared to garner most of the attention from investors, as they missed what had been described as a “high bar” set by Wall Street.</p><p style=\"text-align: start;\">Tesla reported a 40% drop in profits. Its shares were down 12.3% on Wednesday as a result, their worst drop since January, Dow Jones data showed.</p><p style=\"text-align: start;\">On the other hand, Alphabet surpassed expectations for profit and sales growth, but ad revenues from its YouTube segment weren’t quite as strong as analysts had hoped.</p><p style=\"text-align: start;\">But perhaps the most damaging details from the two earnings reports were signs that Alphabet’s aggressive investment in AI might take longer than hoped to pay off. The company’s shares lost more than 5% Wednesday.</p><p style=\"text-align: start;\">”There were signs that it’s going to take longer for them to see a payoff from their investment in AI,” said Kim Caughey Forrest, founder and chief investment officer at Bokeh Capital Partners, during a Wednesday call with MarketWatch. “To me, that is key.”</p><p style=\"text-align: start;\">Investors appear to have been blindsided by the selloff in the Magnificent Seven stocks over the past two weeks — but there were signs nonetheless.</p><p style=\"text-align: start;\">According to data from BondCliQ, investors have been dumping corporate bonds issued by Magnificent Seven members for the past two weeks, although the sales haven’t had much of an impact on yields. Bond yields move inversely to prices.</p><p style=\"text-align: start;\">In addition to Tesla, Alphabet, Meta and Amazon, the Magnificent Seven includes Microsoft Corp., Apple Inc. and Nvidia Corp.</p><p style=\"text-align: start;\">As tech stocks slumped, the small-cap Russell 2000 index and value-oriented Dow Jones Industrial Average also moved lower — but their losses of 2.1% and 1.3%, respectively, were relatively more modest. Both gauges have outperformed since the start of July.</p><p style=\"text-align: start;\">Other corners of the market saw strength persist, with utilities stocks and healthcare stocks seeing notable gains.</p><p style=\"text-align: start;\">But their strength wasn’t enough to prevent the S&amp;P 500 from falling 2.3% and snapping a 356-day streak without a 2% decline, its longest since 2007. The tech-heavy Nasdaq Composite, meanwhile, lost 3.6% at 17,342.41, its worst day since October 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","MAGS":"The Magnificent Seven ETF","TSLA":"特斯拉","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4592":"伊斯兰概念","AAPL":"苹果","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","BK4567":"ESG概念","GOOGL":"谷歌A","BK4566":"资本集团","AMZN":"亚马逊","MSFT":"微软","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","META":"Meta Platforms, Inc.","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","NVDA":"英伟达"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2454683240","content_text":"The group of highflying megacap stocks has officially entered correction territoryMembers of the “Magnificent Seven,” including Google owner Alphabet Inc., have lost a collective $1.7 trillion in market value since July 10, Dow Jones Market Data show.The wheels appeared to be coming off the artificial-intelligence trade on Wednesday, as members of the “Magnificent Seven” group of megacap tech stocks booked their worst daily drop since the launch of ChatGPT.OpenAI’s November 2022 rollout of its AI chatbot ushered in an era of investor optimism around the technology’s potential to drive innovative new products and offerings — and, in turn, fuel lucrative corporate earnings for the biggest and best-positioned tech companies.Yet Wednesday’s stock-market selloff saw the Magnificent Seven finish down 4.6% — their one-day worst drop since September of that year, according to a market-cap-weighted gauge maintained by Dow Jones Market Data.Since their most recent peak on July 10, the seven stocks have fallen more than 10% through Wednesday’s close, leaving them firmly in correction territory for the first time since this past October.The Roundhill Magnificent Seven ETF saw an even bigger decline of 6.1% on Wednesday, ending down more than 11% from its July 10 close.Over this two-week time frame, the Magnificent Seven stocks have collectively erased more than $1.7 trillion from their market capitalization. More than $768 billion was wiped away on Wednesday alone — the biggest one-day drop on record for the group, dating back to when Facebook parent Meta Platforms Inc. went public in 2012.Megacap tech stocks have hit the skids in July since a softer-than-expected inflation report rekindled expectations for multiple Federal Reserve interest-rate cuts between now and the end of 2024, with the first expected to arrive in September.With the start of the Fed rate-cutting cycle appearing imminent, small-cap and value-oriented names have charged ahead after lagging behind the S&P 500 and Nasdaq Composite for most of 2024.Information-technology stocks finished down more than 4% on Wednesday, also the sector’s worst day since September 2022. The consumer-discretionary sector — which includes two members of the Magnificent Seven, Tesla Inc. and Amazon.com Inc. — had its worst day since September 2022, as well.The selloff was inspired by the latest batch of earnings from Tesla and Google parent Alphabet Inc., the first two members of the Magnificent Seven to report results since the start of the summer earnings season. Visa Inc. shares also slumped after thecredit-card giant’s earningsoffered more signs of a weakening consumer.But it was the results from the Magnificent Seven names that appeared to garner most of the attention from investors, as they missed what had been described as a “high bar” set by Wall Street.Tesla reported a 40% drop in profits. Its shares were down 12.3% on Wednesday as a result, their worst drop since January, Dow Jones data showed.On the other hand, Alphabet surpassed expectations for profit and sales growth, but ad revenues from its YouTube segment weren’t quite as strong as analysts had hoped.But perhaps the most damaging details from the two earnings reports were signs that Alphabet’s aggressive investment in AI might take longer than hoped to pay off. The company’s shares lost more than 5% Wednesday.”There were signs that it’s going to take longer for them to see a payoff from their investment in AI,” said Kim Caughey Forrest, founder and chief investment officer at Bokeh Capital Partners, during a Wednesday call with MarketWatch. “To me, that is key.”Investors appear to have been blindsided by the selloff in the Magnificent Seven stocks over the past two weeks — but there were signs nonetheless.According to data from BondCliQ, investors have been dumping corporate bonds issued by Magnificent Seven members for the past two weeks, although the sales haven’t had much of an impact on yields. Bond yields move inversely to prices.In addition to Tesla, Alphabet, Meta and Amazon, the Magnificent Seven includes Microsoft Corp., Apple Inc. and Nvidia Corp.As tech stocks slumped, the small-cap Russell 2000 index and value-oriented Dow Jones Industrial Average also moved lower — but their losses of 2.1% and 1.3%, respectively, were relatively more modest. Both gauges have outperformed since the start of July.Other corners of the market saw strength persist, with utilities stocks and healthcare stocks seeing notable gains.But their strength wasn’t enough to prevent the S&P 500 from falling 2.3% and snapping a 356-day streak without a 2% decline, its longest since 2007. The tech-heavy Nasdaq Composite, meanwhile, lost 3.6% at 17,342.41, its worst day since October 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329893830209592,"gmtCreate":1721546395054,"gmtModify":1721546402941,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329893830209592","repostId":"2453794212","repostType":2,"repost":{"id":"2453794212","kind":"news","pubTimestamp":1721543400,"share":"https://ttm.financial/m/news/2453794212?lang=&edition=fundamental","pubTime":"2024-07-21 14:30","market":"us","language":"en","title":"Trump Says He Loves Elon Musk Even Though He Never Heard of the $45 Million-A-Month Donation Plan from the Billionaire","url":"https://stock-news.laohu8.com/highlight/detail?id=2453794212","media":"businessinsider.com","summary":"Elon Musk endorsed Donald Trump following the assassination attempt against the former president.WSJ reported that Musk has plans to donate $45 million a month to a pro-Trump super PAC.Trump said that he never heard about the plan personally from the billionaire.Donald Trump has high praise for Elon Musk, calling the Tesla CEO a \"great\" and \"brilliant guy.\"During a rally in Michigan on Saturday, Donald Trumphad high praise forElon Musk, calling the Tesla CEO a \"great\" and \"brilliant guy.\"But the","content":"<html><head></head><body><ul style=\"\"><li><p>Elon Musk endorsed Donald Trump following the assassination attempt against the former president.</p></li><li><p>WSJ reported that Musk has plans to donate $45 million a month to a pro-Trump super PAC.</p></li><li><p>Trump said that he never heard about the plan personally from the billionaire.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e772a1571f7541eea686d66ea84071d\" alt=\"Donald Trump has high praise for Elon Musk, calling the Tesla CEO a &#34;great&#34; and &#34;brilliant guy.&#34;\" title=\"Donald Trump has high praise for Elon Musk, calling the Tesla CEO a &#34;great&#34; and &#34;brilliant guy.&#34;\" tg-width=\"700\" tg-height=\"350\"/><span>Donald Trump has high praise for Elon Musk, calling the Tesla CEO a &#34;great&#34; and &#34;brilliant guy.&#34;</span></p><p>During a rally in Michigan on Saturday, Donald Trump had high praise for Elon Musk, calling the Tesla CEO a &#34;great&#34; and &#34;brilliant guy.&#34;</p><p>But the former president added that he didn&#39;t know about the tech billionaire&#39;s reported plan to donate $45 million a month to a pro-Trump super PAC that will support his campaign. The Wall Street Journal, citing anonymous sources, reported the plan.</p><p>Musk came out with an endorsement of Trump on July 13, the day of the assassination attempt. Although he has repeatedly shown a rightward shift in his politics, the Tesla CEO had been silent on his preferred candidate until recently.</p><p>Trump praised Musk at the Saturday rally.</p><p>&#34;Elon. I love Elon Musk. Do we love him?&#34; Trump asked a cheering crowd. &#34;I love him.&#34;</p><p>The former president said that &#34;we have to make life good for our smart people&#34; like Musk but added that he didn&#39;t know about the large donation plan and only read the report about it.</p><p>&#34;I read — I didn&#39;t even know this, he didn&#39;t even tell me about it, but he gives me $45 million a month,&#34; Trump said. &#34;I talked to him just a little while ago to say, &#39;I was coming here. How you doing?&#39; And he didn&#39;t even mention it.&#34;</p><p>Musk and a spokesperson for Trump did not return a request for comment from Business Insider.</p><p>After the Journal published the story about Musk&#39;s donation plans, Musk responded with a meme with the caption, &#34;FAKE GNUS.&#34; However, he also responded &#34;Yeah&#34; to a post from an X account that said, &#34;Elon Musk went from being an Obama voter to pledging $180 million to elect DJT. The woke left really f*cked up. Badly.&#34;</p><p>On the surface, Musk&#39;s increasing gravitation toward Trump would appear at odds with their own interests: one runs a successful electrical vehicle company that has benefited from government subsidies, while the other is making EVs a political sticking point.</p><p>During the Saturday rally, Trump said he thinks electric cars are &#34;incredible, but they&#39;re not for everybody.&#34;</p><p>&#34;Some people have to drive long distances, and they tend to be more expensive,&#34; he said.</p><p>The former president said later in the rally that he plans to eliminate the &#34;electric vehicle mandate on day one,&#34; even though the Biden administration has not implemented such a mandate.</p><p>Some critics say the stricter emissions regulations issued by the Environmental Protection Agency in March force automakers to make electric vehicles a large part of their sales.</p><p>Still, the Journal reported that Trump&#39;s appraisal of electric vehicles in recent weeks while bashing any potential government mandate around them represents a shift in tone from the former president.</p><p>Musk, for his part, has given Trump his platform back on Twitter-turned-X — though Trump has only posted on the account a few times — and said earlier this week that he supports taking away government subsidies.</p><p>&#34;Take away the subsidies. It will only help Tesla,&#34; Musk said on X on July 16. &#34;Also, remove subsidies from all industries.&#34;</p></body></html>","source":"businsider_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>Trump Says He Loves Elon Musk Even Though He Never Heard of the $45 Million-A-Month Donation Plan from the Billionaire</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\">\nTrump Says He Loves Elon Musk Even Though He Never Heard of the $45 Million-A-Month Donation Plan from the Billionaire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-21 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessinsider.com/donald-trump-loves-elon-musk-45-million-donation-pac-2024-7><strong>businessinsider.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk endorsed Donald Trump following the assassination attempt against the former president.WSJ reported that Musk has plans to donate $45 million a month to a pro-Trump super PAC.Trump said that...</p>\n\n<a href=\"https://www.businessinsider.com/donald-trump-loves-elon-musk-45-million-donation-pac-2024-7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4551":"寇图资本持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","LU0823414478.USD":"法巴经典能源转换基金","BK4511":"特斯拉概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4099":"汽车制造商","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4592":"伊斯兰概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4534":"瑞士信贷持仓"},"source_url":"https://www.businessinsider.com/donald-trump-loves-elon-musk-45-million-donation-pac-2024-7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453794212","content_text":"Elon Musk endorsed Donald Trump following the assassination attempt against the former president.WSJ reported that Musk has plans to donate $45 million a month to a pro-Trump super PAC.Trump said that he never heard about the plan personally from the billionaire.Donald Trump has high praise for Elon Musk, calling the Tesla CEO a \"great\" and \"brilliant guy.\"During a rally in Michigan on Saturday, Donald Trump had high praise for Elon Musk, calling the Tesla CEO a \"great\" and \"brilliant guy.\"But the former president added that he didn't know about the tech billionaire's reported plan to donate $45 million a month to a pro-Trump super PAC that will support his campaign. The Wall Street Journal, citing anonymous sources, reported the plan.Musk came out with an endorsement of Trump on July 13, the day of the assassination attempt. Although he has repeatedly shown a rightward shift in his politics, the Tesla CEO had been silent on his preferred candidate until recently.Trump praised Musk at the Saturday rally.\"Elon. I love Elon Musk. Do we love him?\" Trump asked a cheering crowd. \"I love him.\"The former president said that \"we have to make life good for our smart people\" like Musk but added that he didn't know about the large donation plan and only read the report about it.\"I read — I didn't even know this, he didn't even tell me about it, but he gives me $45 million a month,\" Trump said. \"I talked to him just a little while ago to say, 'I was coming here. How you doing?' And he didn't even mention it.\"Musk and a spokesperson for Trump did not return a request for comment from Business Insider.After the Journal published the story about Musk's donation plans, Musk responded with a meme with the caption, \"FAKE GNUS.\" However, he also responded \"Yeah\" to a post from an X account that said, \"Elon Musk went from being an Obama voter to pledging $180 million to elect DJT. The woke left really f*cked up. Badly.\"On the surface, Musk's increasing gravitation toward Trump would appear at odds with their own interests: one runs a successful electrical vehicle company that has benefited from government subsidies, while the other is making EVs a political sticking point.During the Saturday rally, Trump said he thinks electric cars are \"incredible, but they're not for everybody.\"\"Some people have to drive long distances, and they tend to be more expensive,\" he said.The former president said later in the rally that he plans to eliminate the \"electric vehicle mandate on day one,\" even though the Biden administration has not implemented such a mandate.Some critics say the stricter emissions regulations issued by the Environmental Protection Agency in March force automakers to make electric vehicles a large part of their sales.Still, the Journal reported that Trump's appraisal of electric vehicles in recent weeks while bashing any potential government mandate around them represents a shift in tone from the former president.Musk, for his part, has given Trump his platform back on Twitter-turned-X — though Trump has only posted on the account a few times — and said earlier this week that he supports taking away government subsidies.\"Take away the subsidies. It will only help Tesla,\" Musk said on X on July 16. \"Also, remove subsidies from all industries.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329595966730464,"gmtCreate":1721473424695,"gmtModify":1721473437835,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329595966730464","repostId":"1189307559","repostType":2,"repost":{"id":"1189307559","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":1721442561,"share":"https://ttm.financial/m/news/1189307559?lang=&edition=fundamental","pubTime":"2024-07-20 10:29","market":"us","language":"en","title":"Tesla Earnings Preview: Self-Driving and Energy-Storage Business Could Deliver Surprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1189307559","media":"Tiger Newspress","summary":"Progress in licensing FSD to legacy automakers. Tesla said in its first-quarter earnings call that it was in talks with one major automaker regarding licensing FSD.Updates on robotaxi, Optimus robots, Superchargers, energy business, affordable EVs and hopefully more realistic timelines.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> nears its earnings day with the stock firmly in the black for the year but facing concerns about its robotaxi aspirations, EV demand, and Chief Executive Elon Musk’s deeper wading into politics and divisiveness.</p><p style=\"text-align: start;\">Tesla<strong> </strong>is scheduled to report second-quarter earnings on Tuesday (July 23) after the bell, with a call with analysts to follow at 5:30 p.m. Eastern. The call will be webcast.</p><p>This electric car maker is expected to post quarterly earnings of $0.602 per share in its upcoming report, which represents a year-over-year change of -33.9%. Revenues are expected to be $24.574 billion, down 1.4% from the year-ago quarter, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c3d4b3863f604f52e951e2caf5fd17d\" title=\"\" tg-width=\"1100\" tg-height=\"572\"/></p><h3 id=\"id_3812695580\" style=\"text-align: start;\">Tesla’s Q2 Delivery Numbers</h3><p>Tesla delivered 443,956 electric vehicles in Q2, beating the 439,302 projected by analysts, but nearly 5% below the 466,140 deliveries in the same period last year. However, the numbers were well ahead of the first quarter’s 386,810, and this boosted Tesla shares.</p><p style=\"text-align: start;\">The delivery numbers are the closest proxy for sales disclosed by Tesla. These deliveries are categorized as “Model 3/Y vehicles” and “other vehicles.” However, Tesla does not break down specific numbers for individual models or deliveries by region.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/220640824a9df7b426dd46e5041bb973\" title=\"\" tg-width=\"672\" tg-height=\"193\"/></p><h3 id=\"id_523880030\">Automotive revenue</h3><p>Tesla reports revenues under two segments–automotive, and energy generation and storage revenues. Automotive sales and services constitute a major chunk of its revenues. The company generated $6.0 billion in revenue last year from energy generation and storage, compared with $90.7 billion in revenue from automotive, services and related businesses.</p><p>Tesla’s automotive revenue fell 13% year over year to $17.4 billion in the first quarter of 2024, following a 9% drop in deliveries and a decline in average selling prices. This also contributed to a 9% decline in total revenues to $21.3 billion.</p><p>Tesla also cited seasonality, macroeconomic headwinds, factory shutdowns in Germany and supply disruptions due to Red Sea conflicts, but said, “the second quarter will be a lot better.” With deliveries improving in the second quarter sequentially, revenue is likely to improve from the first quarter, but down year over year.</p><h3 id=\"id_1953642847\" style=\"text-align: start;\">Margin erosion</h3><p style=\"text-align: start;\">Tesla’s price cuts in response to falling sales of electric vehicles amid an industry-wide slowdown, have eroded its margins. Operating margin in the first quarter of 2024 more than halved to 5.5% from 11.4% in the same period last year. This would be a key metric to watch in the second quarter.</p><h3 id=\"id_4121311920\" style=\"text-align: start;\">New Growth Driver: Energy generation and storage margins</h3><p>Strong and growing energy demand amid the AI boom bodes well for Tesla&#39;s energy business, which accounted for 7% of revenue in the first quarter. The business reported a record profit margin of 24.6% with energy storage deployments, the Megapack in particular, reaching an all-time high in the first quarter.</p><p>Megapack is Tesla’s energy storage solution for commercial, industrial, utility and energy generation customers. In the second quarter, Tesla’s storage deployments rose to a record 9.4 GWh (gigawatt hour), more than 2x from the previous quarter. With more than 20% gross margin in the past three quarters, this highly profitable business is poised to be Tesla&#39;s future growth engine. Energy storage deployments and gross margins will be key metrics to watch for this business in the second quarter.</p><h3 id=\"mntl-sc-block_18-0\" style=\"text-align: start;\">Business Spotlight: Robotaxi event delay</h3><p>Bloomberg reported recently that Tesla&#39;s robotaxi event had been delayed to October from Aug. 8 so more prototypes could be produced. Musk said the delay was due to a design change he had requested, and said the extra time could allow Tesla to showcase &#34;a few other things&#34; at the event.</p><p>Delaying the August self-driving day was undoubtedly “disappointing,” but since it was only postponed, once it happens later in the year it is still likely to be a boost for the stock, Cantor Fitzgerald analyst Andres Sheppard said in an interview.</p><p>Besides, new versions of Tesla&#39;s self-driving platforms along with a lower-cost model might also deserve investor attention. In the company&#39;s latest earnings call in April, Musk said Tesla planned to start production on &#34;more affordable&#34; models late this year or in early 2025.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Preview: Self-Driving and Energy-Storage Business Could Deliver Surprises</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Preview: Self-Driving and Energy-Storage Business Could Deliver Surprises\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-20 10:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> nears its earnings day with the stock firmly in the black for the year but facing concerns about its robotaxi aspirations, EV demand, and Chief Executive Elon Musk’s deeper wading into politics and divisiveness.</p><p style=\"text-align: start;\">Tesla<strong> </strong>is scheduled to report second-quarter earnings on Tuesday (July 23) after the bell, with a call with analysts to follow at 5:30 p.m. Eastern. The call will be webcast.</p><p>This electric car maker is expected to post quarterly earnings of $0.602 per share in its upcoming report, which represents a year-over-year change of -33.9%. Revenues are expected to be $24.574 billion, down 1.4% from the year-ago quarter, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c3d4b3863f604f52e951e2caf5fd17d\" title=\"\" tg-width=\"1100\" tg-height=\"572\"/></p><h3 id=\"id_3812695580\" style=\"text-align: start;\">Tesla’s Q2 Delivery Numbers</h3><p>Tesla delivered 443,956 electric vehicles in Q2, beating the 439,302 projected by analysts, but nearly 5% below the 466,140 deliveries in the same period last year. However, the numbers were well ahead of the first quarter’s 386,810, and this boosted Tesla shares.</p><p style=\"text-align: start;\">The delivery numbers are the closest proxy for sales disclosed by Tesla. These deliveries are categorized as “Model 3/Y vehicles” and “other vehicles.” However, Tesla does not break down specific numbers for individual models or deliveries by region.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/220640824a9df7b426dd46e5041bb973\" title=\"\" tg-width=\"672\" tg-height=\"193\"/></p><h3 id=\"id_523880030\">Automotive revenue</h3><p>Tesla reports revenues under two segments–automotive, and energy generation and storage revenues. Automotive sales and services constitute a major chunk of its revenues. The company generated $6.0 billion in revenue last year from energy generation and storage, compared with $90.7 billion in revenue from automotive, services and related businesses.</p><p>Tesla’s automotive revenue fell 13% year over year to $17.4 billion in the first quarter of 2024, following a 9% drop in deliveries and a decline in average selling prices. This also contributed to a 9% decline in total revenues to $21.3 billion.</p><p>Tesla also cited seasonality, macroeconomic headwinds, factory shutdowns in Germany and supply disruptions due to Red Sea conflicts, but said, “the second quarter will be a lot better.” With deliveries improving in the second quarter sequentially, revenue is likely to improve from the first quarter, but down year over year.</p><h3 id=\"id_1953642847\" style=\"text-align: start;\">Margin erosion</h3><p style=\"text-align: start;\">Tesla’s price cuts in response to falling sales of electric vehicles amid an industry-wide slowdown, have eroded its margins. Operating margin in the first quarter of 2024 more than halved to 5.5% from 11.4% in the same period last year. This would be a key metric to watch in the second quarter.</p><h3 id=\"id_4121311920\" style=\"text-align: start;\">New Growth Driver: Energy generation and storage margins</h3><p>Strong and growing energy demand amid the AI boom bodes well for Tesla&#39;s energy business, which accounted for 7% of revenue in the first quarter. The business reported a record profit margin of 24.6% with energy storage deployments, the Megapack in particular, reaching an all-time high in the first quarter.</p><p>Megapack is Tesla’s energy storage solution for commercial, industrial, utility and energy generation customers. In the second quarter, Tesla’s storage deployments rose to a record 9.4 GWh (gigawatt hour), more than 2x from the previous quarter. With more than 20% gross margin in the past three quarters, this highly profitable business is poised to be Tesla&#39;s future growth engine. Energy storage deployments and gross margins will be key metrics to watch for this business in the second quarter.</p><h3 id=\"mntl-sc-block_18-0\" style=\"text-align: start;\">Business Spotlight: Robotaxi event delay</h3><p>Bloomberg reported recently that Tesla&#39;s robotaxi event had been delayed to October from Aug. 8 so more prototypes could be produced. Musk said the delay was due to a design change he had requested, and said the extra time could allow Tesla to showcase &#34;a few other things&#34; at the event.</p><p>Delaying the August self-driving day was undoubtedly “disappointing,” but since it was only postponed, once it happens later in the year it is still likely to be a boost for the stock, Cantor Fitzgerald analyst Andres Sheppard said in an interview.</p><p>Besides, new versions of Tesla&#39;s self-driving platforms along with a lower-cost model might also deserve investor attention. In the company&#39;s latest earnings call in April, Musk said Tesla planned to start production on &#34;more affordable&#34; models late this year or in early 2025.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189307559","content_text":"Tesla nears its earnings day with the stock firmly in the black for the year but facing concerns about its robotaxi aspirations, EV demand, and Chief Executive Elon Musk’s deeper wading into politics and divisiveness.Tesla is scheduled to report second-quarter earnings on Tuesday (July 23) after the bell, with a call with analysts to follow at 5:30 p.m. Eastern. The call will be webcast.This electric car maker is expected to post quarterly earnings of $0.602 per share in its upcoming report, which represents a year-over-year change of -33.9%. Revenues are expected to be $24.574 billion, down 1.4% from the year-ago quarter, according to Bloomberg's unanimous expectations.Tesla’s Q2 Delivery NumbersTesla delivered 443,956 electric vehicles in Q2, beating the 439,302 projected by analysts, but nearly 5% below the 466,140 deliveries in the same period last year. However, the numbers were well ahead of the first quarter’s 386,810, and this boosted Tesla shares.The delivery numbers are the closest proxy for sales disclosed by Tesla. These deliveries are categorized as “Model 3/Y vehicles” and “other vehicles.” However, Tesla does not break down specific numbers for individual models or deliveries by region.Automotive revenueTesla reports revenues under two segments–automotive, and energy generation and storage revenues. Automotive sales and services constitute a major chunk of its revenues. The company generated $6.0 billion in revenue last year from energy generation and storage, compared with $90.7 billion in revenue from automotive, services and related businesses.Tesla’s automotive revenue fell 13% year over year to $17.4 billion in the first quarter of 2024, following a 9% drop in deliveries and a decline in average selling prices. This also contributed to a 9% decline in total revenues to $21.3 billion.Tesla also cited seasonality, macroeconomic headwinds, factory shutdowns in Germany and supply disruptions due to Red Sea conflicts, but said, “the second quarter will be a lot better.” With deliveries improving in the second quarter sequentially, revenue is likely to improve from the first quarter, but down year over year.Margin erosionTesla’s price cuts in response to falling sales of electric vehicles amid an industry-wide slowdown, have eroded its margins. Operating margin in the first quarter of 2024 more than halved to 5.5% from 11.4% in the same period last year. This would be a key metric to watch in the second quarter.New Growth Driver: Energy generation and storage marginsStrong and growing energy demand amid the AI boom bodes well for Tesla's energy business, which accounted for 7% of revenue in the first quarter. The business reported a record profit margin of 24.6% with energy storage deployments, the Megapack in particular, reaching an all-time high in the first quarter.Megapack is Tesla’s energy storage solution for commercial, industrial, utility and energy generation customers. In the second quarter, Tesla’s storage deployments rose to a record 9.4 GWh (gigawatt hour), more than 2x from the previous quarter. With more than 20% gross margin in the past three quarters, this highly profitable business is poised to be Tesla's future growth engine. Energy storage deployments and gross margins will be key metrics to watch for this business in the second quarter.Business Spotlight: Robotaxi event delayBloomberg reported recently that Tesla's robotaxi event had been delayed to October from Aug. 8 so more prototypes could be produced. Musk said the delay was due to a design change he had requested, and said the extra time could allow Tesla to showcase \"a few other things\" at the event.Delaying the August self-driving day was undoubtedly “disappointing,” but since it was only postponed, once it happens later in the year it is still likely to be a boost for the stock, Cantor Fitzgerald analyst Andres Sheppard said in an interview.Besides, new versions of Tesla's self-driving platforms along with a lower-cost model might also deserve investor attention. In the company's latest earnings call in April, Musk said Tesla planned to start production on \"more affordable\" models late this year or in early 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329569545556240,"gmtCreate":1721466981158,"gmtModify":1721466993020,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329569545556240","repostId":"328064350179528","repostType":1,"repost":{"id":328064350179528,"gmtCreate":1721116840354,"gmtModify":1721140802266,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Rising from Adversity: Will You Follow Vance's Stock Picks?","htmlText":"If Trump is elected, Vance will become one of the youngest vice presidents in US history.Young writer, venture capitalist and politician: Vance is the perfect choice!Vance has an impressive resume.The 39-year-old Vance is known for his bestselling memoir, Hillbilly Elegy, which details his upbringing in a poor family. Vance is the true MAGA spirit leader!Read more&gt;&gt;<a href=\"https://ttm.financial/TW/328068053831688\" target=\"_blank\">J.D. Vance, From VC to VP🌟, Why Donald Trump Chose Him? 🤔</a>Hillbilly Elegy: A Memoir of a Family and Culture in CrisisVance previously worked at Mithril Capital, founded by Peter Thiel (founder of <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> and <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>). His experience in","listText":"If Trump is elected, Vance will become one of the youngest vice presidents in US history.Young writer, venture capitalist and politician: Vance is the perfect choice!Vance has an impressive resume.The 39-year-old Vance is known for his bestselling memoir, Hillbilly Elegy, which details his upbringing in a poor family. Vance is the true MAGA spirit leader!Read more&gt;&gt;<a href=\"https://ttm.financial/TW/328068053831688\" target=\"_blank\">J.D. Vance, From VC to VP🌟, Why Donald Trump Chose Him? 🤔</a>Hillbilly Elegy: A Memoir of a Family and Culture in CrisisVance previously worked at Mithril Capital, founded by Peter Thiel (founder of <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> and <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>). His experience in","text":"If Trump is elected, Vance will become one of the youngest vice presidents in US history.Young writer, venture capitalist and politician: Vance is the perfect choice!Vance has an impressive resume.The 39-year-old Vance is known for his bestselling memoir, Hillbilly Elegy, which details his upbringing in a poor family. Vance is the true MAGA spirit leader!Read more>>J.D. Vance, From VC to VP🌟, Why Donald Trump Chose Him? 🤔Hillbilly Elegy: A Memoir of a Family and Culture in CrisisVance previously worked at Mithril Capital, founded by Peter Thiel (founder of $PayPal(PYPL)$ and $Palantir Technologies Inc.(PLTR)$). His experience in","images":[{"img":"https://community-static.tradeup.com/news/af76772bea0a4b9fc87dfaea41483d8c","width":"210","height":"210"},{"img":"https://community-static.tradeup.com/news/8ad353302f7af15928093e246d1af135","width":"1050","height":"701"},{"img":"https://community-static.tradeup.com/news/2b63bd41a1a5956facb133c92bebba01","width":"446","height":"890"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328064350179528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327920320807024,"gmtCreate":1721090669583,"gmtModify":1721090671858,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327920320807024","repostId":"1164444819","repostType":2,"repost":{"id":"1164444819","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":1721057400,"share":"https://ttm.financial/m/news/1164444819?lang=&edition=fundamental","pubTime":"2024-07-15 23:30","market":"us","language":"en","title":"Top Calls on Wall Street | Apple, Tesla, Nvidia, Netflix, Amazon, AMD, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1164444819","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Monday:Morgan Stanley reiterates Apple as overweightMorgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also s","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h2 id=\"id_3977933112\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also said it is a new top pick in place of Dell.</p><p>“Apple is now our Top Pick.”</p><h2 id=\"id_2305377002\" style=\"text-align: start;\">Loop Capital upgrades Apple to buy from hold</h2><p>Loop says Apple can be a “Gen AI base camp” for the next several years.</p><p>“We’re upgrading to Buy and $300 PT as the work of Loop Capital Supply Chain Analyst John Donovan suggests that AAPL has an opportunity [over] the next few years to solidify itself as consumer’s Gen AI ‘base camp’ of choice, just as it did for social media 15 years ago and digital content consumption 20 years ago.”</p><h2 id=\"id_199590088\" style=\"text-align: start;\">Wells Fargo reiterates Tesla as underperform</h2><p>Wells Fargo says Tesla fundamentals remain too “weak.”</p><p>“We maintain our UW on TSLA. While the stock rose ~40% (S&amp;P +4%) over the last month, mostly driven by ‘razzle-dazzle’ headlines as most fundamentals remain weak. We raise our Q2 EPS on deliveries &amp; energy, but lower our FY24E on tariff &amp; pricing.”</p><h2 id=\"id_2952896499\" style=\"text-align: start;\">TD Cowen reiterates Nvidia as buy</h2><p>TD Cowen raised its price target on the dominant maker of artificial intelligence processors to $165 per share from $140.</p><p>“Overall we see a product roadmap indicating a relentless pace of innovation across all aspects of the AI compute stack and reiterate Nvidia as a Top Pick, PT to $165.”</p><h2 id=\"id_2537781152\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p>Morgan Stanley raised its price target on Netflix to $780 per share from $700 before it reports results on Thursday.</p><p>“We expect continued strong results from Netflix heading into 2H24, raise estimates and our PT to $780.”</p><h2 id=\"id_3416507981\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it has “increased clarity” on AI monetization.</p><p>“Our CIO survey results showcase Microsoft’s leading GenAI beneficiary position, but the investor debate on the scale of capex investments versus the magnitude and timing of the GenAI revenue opportunity has risen.”</p><h2 id=\"id_1456375156\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it is bullish heading into Prime Day on Tuesday for Amazon.</p><p>“We estimate Prime Day could generate $13bn in [gross merchandise value].”</p><h2 id=\"id_2905394035\" style=\"text-align: start;\">TD Cowen reiterates Advanced Micro Devices as buy</h2><p>TD Cowen raised its price target on AMD to $210 per share from $200.</p><p>“Over the last 9 months, sentiment has moved (up and down) much more than fundamentals at AMD as Datacenter upside was until now masked by downside in other segments.”</p><h2 id=\"id_1734580468\" style=\"text-align: start;\">Citi downgrades Electronic Arts to neutral from buy</h2><p>Citi downgraded the video game maker mainly on valuation.</p><p>“Since fiscal 4Q24 results, EA’s shares have risen ~15% on optimism around the upcoming release of College Football.”</p><h2 id=\"id_2802640314\" style=\"text-align: start;\">Morgan Stanley downgrades BP to equal weight from overweight</h2><p>Morgan Stanley downgraded the oil major due to “weak earnings.”</p><p>“BP’s disappointing trading update follows several quarters of weak earnings, putting 2025 guidance at risk. We lower our rating back to Equal-weight.”</p><h2 id=\"id_2592857714\" style=\"text-align: start;\">Morgan Stanley downgrades Rocket Lab to equal weight from overweight</h2><p>Morgan Stanley said it sees a “limited catalyst path” for the space company.</p><p>“We downgrade Rocket Lab (RKLB) to EW from OW and lower our PT to $6 from $8 as we see a more limited catalyst path and grow more cautious re: [Department of Defense] Space spend.”</p><h2 id=\"id_2470839442\" style=\"text-align: start;\">Citi downgrades Bank of New York Mellon to neutral from buy</h2><p>Citi downgraded Bank of New York Mellon following earnings and a record-high close, mainly citing valuation.</p><p>“Mgmt. has made great strides towards their medium term targets, and we see stock as fairly valued at 2.5x [tangible book value] and as a result we are downgrading our rating to Neutral.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street | Apple, Tesla, Nvidia, Netflix, Amazon, AMD, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nTop Calls on Wall Street | Apple, Tesla, Nvidia, Netflix, Amazon, AMD, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-15 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Monday:</p><h2 id=\"id_3977933112\" style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also said it is a new top pick in place of Dell.</p><p>“Apple is now our Top Pick.”</p><h2 id=\"id_2305377002\" style=\"text-align: start;\">Loop Capital upgrades Apple to buy from hold</h2><p>Loop says Apple can be a “Gen AI base camp” for the next several years.</p><p>“We’re upgrading to Buy and $300 PT as the work of Loop Capital Supply Chain Analyst John Donovan suggests that AAPL has an opportunity [over] the next few years to solidify itself as consumer’s Gen AI ‘base camp’ of choice, just as it did for social media 15 years ago and digital content consumption 20 years ago.”</p><h2 id=\"id_199590088\" style=\"text-align: start;\">Wells Fargo reiterates Tesla as underperform</h2><p>Wells Fargo says Tesla fundamentals remain too “weak.”</p><p>“We maintain our UW on TSLA. While the stock rose ~40% (S&amp;P +4%) over the last month, mostly driven by ‘razzle-dazzle’ headlines as most fundamentals remain weak. We raise our Q2 EPS on deliveries &amp; energy, but lower our FY24E on tariff &amp; pricing.”</p><h2 id=\"id_2952896499\" style=\"text-align: start;\">TD Cowen reiterates Nvidia as buy</h2><p>TD Cowen raised its price target on the dominant maker of artificial intelligence processors to $165 per share from $140.</p><p>“Overall we see a product roadmap indicating a relentless pace of innovation across all aspects of the AI compute stack and reiterate Nvidia as a Top Pick, PT to $165.”</p><h2 id=\"id_2537781152\" style=\"text-align: start;\">Morgan Stanley reiterates Netflix as overweight</h2><p>Morgan Stanley raised its price target on Netflix to $780 per share from $700 before it reports results on Thursday.</p><p>“We expect continued strong results from Netflix heading into 2H24, raise estimates and our PT to $780.”</p><h2 id=\"id_3416507981\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as overweight</h2><p>Morgan Stanley said it has “increased clarity” on AI monetization.</p><p>“Our CIO survey results showcase Microsoft’s leading GenAI beneficiary position, but the investor debate on the scale of capex investments versus the magnitude and timing of the GenAI revenue opportunity has risen.”</p><h2 id=\"id_1456375156\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it is bullish heading into Prime Day on Tuesday for Amazon.</p><p>“We estimate Prime Day could generate $13bn in [gross merchandise value].”</p><h2 id=\"id_2905394035\" style=\"text-align: start;\">TD Cowen reiterates Advanced Micro Devices as buy</h2><p>TD Cowen raised its price target on AMD to $210 per share from $200.</p><p>“Over the last 9 months, sentiment has moved (up and down) much more than fundamentals at AMD as Datacenter upside was until now masked by downside in other segments.”</p><h2 id=\"id_1734580468\" style=\"text-align: start;\">Citi downgrades Electronic Arts to neutral from buy</h2><p>Citi downgraded the video game maker mainly on valuation.</p><p>“Since fiscal 4Q24 results, EA’s shares have risen ~15% on optimism around the upcoming release of College Football.”</p><h2 id=\"id_2802640314\" style=\"text-align: start;\">Morgan Stanley downgrades BP to equal weight from overweight</h2><p>Morgan Stanley downgraded the oil major due to “weak earnings.”</p><p>“BP’s disappointing trading update follows several quarters of weak earnings, putting 2025 guidance at risk. We lower our rating back to Equal-weight.”</p><h2 id=\"id_2592857714\" style=\"text-align: start;\">Morgan Stanley downgrades Rocket Lab to equal weight from overweight</h2><p>Morgan Stanley said it sees a “limited catalyst path” for the space company.</p><p>“We downgrade Rocket Lab (RKLB) to EW from OW and lower our PT to $6 from $8 as we see a more limited catalyst path and grow more cautious re: [Department of Defense] Space spend.”</p><h2 id=\"id_2470839442\" style=\"text-align: start;\">Citi downgrades Bank of New York Mellon to neutral from buy</h2><p>Citi downgraded Bank of New York Mellon following earnings and a record-high close, mainly citing valuation.</p><p>“Mgmt. has made great strides towards their medium term targets, and we see stock as fairly valued at 2.5x [tangible book value] and as a result we are downgrading our rating to Neutral.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","NFLX":"奈飞","RKLB":"Rocket Lab USA, Inc.","EA":"艺电","TSLA":"特斯拉","AMZN":"亚马逊","AAPL":"苹果","BK":"纽约梅隆银行","MSFT":"微软","BP":"英国石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164444819","content_text":"Here are the biggest calls on Wall Street on Monday:Morgan Stanley reiterates Apple as overweightMorgan Stanley raised its price target on the iPhone maker to $273 per share from $216. The bank also said it is a new top pick in place of Dell.“Apple is now our Top Pick.”Loop Capital upgrades Apple to buy from holdLoop says Apple can be a “Gen AI base camp” for the next several years.“We’re upgrading to Buy and $300 PT as the work of Loop Capital Supply Chain Analyst John Donovan suggests that AAPL has an opportunity [over] the next few years to solidify itself as consumer’s Gen AI ‘base camp’ of choice, just as it did for social media 15 years ago and digital content consumption 20 years ago.”Wells Fargo reiterates Tesla as underperformWells Fargo says Tesla fundamentals remain too “weak.”“We maintain our UW on TSLA. While the stock rose ~40% (S&P +4%) over the last month, mostly driven by ‘razzle-dazzle’ headlines as most fundamentals remain weak. We raise our Q2 EPS on deliveries & energy, but lower our FY24E on tariff & pricing.”TD Cowen reiterates Nvidia as buyTD Cowen raised its price target on the dominant maker of artificial intelligence processors to $165 per share from $140.“Overall we see a product roadmap indicating a relentless pace of innovation across all aspects of the AI compute stack and reiterate Nvidia as a Top Pick, PT to $165.”Morgan Stanley reiterates Netflix as overweightMorgan Stanley raised its price target on Netflix to $780 per share from $700 before it reports results on Thursday.“We expect continued strong results from Netflix heading into 2H24, raise estimates and our PT to $780.”Morgan Stanley reiterates Microsoft as overweightMorgan Stanley said it has “increased clarity” on AI monetization.“Our CIO survey results showcase Microsoft’s leading GenAI beneficiary position, but the investor debate on the scale of capex investments versus the magnitude and timing of the GenAI revenue opportunity has risen.”Bank of America reiterates Amazon as buyBank of America said it is bullish heading into Prime Day on Tuesday for Amazon.“We estimate Prime Day could generate $13bn in [gross merchandise value].”TD Cowen reiterates Advanced Micro Devices as buyTD Cowen raised its price target on AMD to $210 per share from $200.“Over the last 9 months, sentiment has moved (up and down) much more than fundamentals at AMD as Datacenter upside was until now masked by downside in other segments.”Citi downgrades Electronic Arts to neutral from buyCiti downgraded the video game maker mainly on valuation.“Since fiscal 4Q24 results, EA’s shares have risen ~15% on optimism around the upcoming release of College Football.”Morgan Stanley downgrades BP to equal weight from overweightMorgan Stanley downgraded the oil major due to “weak earnings.”“BP’s disappointing trading update follows several quarters of weak earnings, putting 2025 guidance at risk. We lower our rating back to Equal-weight.”Morgan Stanley downgrades Rocket Lab to equal weight from overweightMorgan Stanley said it sees a “limited catalyst path” for the space company.“We downgrade Rocket Lab (RKLB) to EW from OW and lower our PT to $6 from $8 as we see a more limited catalyst path and grow more cautious re: [Department of Defense] Space spend.”Citi downgrades Bank of New York Mellon to neutral from buyCiti downgraded Bank of New York Mellon following earnings and a record-high close, mainly citing valuation.“Mgmt. has made great strides towards their medium term targets, and we see stock as fairly valued at 2.5x [tangible book value] and as a result we are downgrading our rating to Neutral.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327920236998768,"gmtCreate":1721090649122,"gmtModify":1721090657740,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327920236998768","repostId":"1110884361","repostType":2,"repost":{"id":"1110884361","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":1721032200,"share":"https://ttm.financial/m/news/1110884361?lang=&edition=fundamental","pubTime":"2024-07-15 16:30","market":"us","language":"en","title":"Super Micro Computer Gains Over 2% as It Will Replace Walgreens in Nasdaq-100","url":"https://stock-news.laohu8.com/highlight/detail?id=1110884361","media":"Tiger Newspress","summary":"Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.Super Micro Computer shares gained 2% in premarket trading Monday.Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens  in the Nasdaq-100 Equal Weighted Index on that day.Walgreens , whose stock price has lost more than 60% over the past 12 months, wil","content":"<html><head></head><body><p>Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.</p><p>Super Micro Computer shares gained 2% in premarket trading Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faccc8e36f0b1ea77306f878fd833cf0\" tg-width=\"875\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens (WBA) in the Nasdaq-100 Equal Weighted Index on that day.</p><p style=\"text-align: left;\">Walgreens (WBA), whose stock price has lost more than 60% over the past 12 months, will also be removed from indices such as the Nasdaq-100 Ex-Tech Sector Index and Nasdaq-100 ESG Index on the same date.</p><p style=\"text-align: left;\">Meanwhile, Super Micro, which has rallied over 200% over the past year, along with other tech stocks, will be considered for inclusion in indices such as the Nasdaq-100 Tech Sector Index (NDXT) at the next quarterly rebalancing.</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>Super Micro Computer Gains Over 2% as It Will Replace Walgreens in Nasdaq-100</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\">\nSuper Micro Computer Gains Over 2% as It Will Replace Walgreens in Nasdaq-100\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-15 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.</p><p>Super Micro Computer shares gained 2% in premarket trading Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/faccc8e36f0b1ea77306f878fd833cf0\" tg-width=\"875\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens (WBA) in the Nasdaq-100 Equal Weighted Index on that day.</p><p style=\"text-align: left;\">Walgreens (WBA), whose stock price has lost more than 60% over the past 12 months, will also be removed from indices such as the Nasdaq-100 Ex-Tech Sector Index and Nasdaq-100 ESG Index on the same date.</p><p style=\"text-align: left;\">Meanwhile, Super Micro, which has rallied over 200% over the past year, along with other tech stocks, will be considered for inclusion in indices such as the Nasdaq-100 Tech Sector Index (NDXT) at the next quarterly rebalancing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110884361","content_text":"Super Micro Computer will join the Nasdaq-100 Index before the markets open on Monday, July 22, replacing the pharmacy chain Walgreens Boots Alliance, Nasdaq announced.Super Micro Computer shares gained 2% in premarket trading Monday.Nasdaq said in a statement late Friday that Super Micro, an AI server company, will also replace Deerfield, Illinois-based Walgreens (WBA) in the Nasdaq-100 Equal Weighted Index on that day.Walgreens (WBA), whose stock price has lost more than 60% over the past 12 months, will also be removed from indices such as the Nasdaq-100 Ex-Tech Sector Index and Nasdaq-100 ESG Index on the same date.Meanwhile, Super Micro, which has rallied over 200% over the past year, along with other tech stocks, will be considered for inclusion in indices such as the Nasdaq-100 Tech Sector Index (NDXT) at the next quarterly rebalancing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326372103577936,"gmtCreate":1720704782445,"gmtModify":1720769289658,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ My entry before the rally, giving myself a pat on my back[Cool]","images":[{"img":"https://community-static.tradeup.com/news/e10d8b2a4ef76535e290bb7196c86b69","width":"324","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":80,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/326372103577936","isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"Congratulations on your winning trade 💐💐💐","text":"Congratulations on your winning trade 💐💐💐","html":"Congratulations on your winning trade 💐💐💐"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325619985866808,"gmtCreate":1720521113964,"gmtModify":1720521117744,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325619985866808","repostId":"2450508044","repostType":2,"repost":{"id":"2450508044","kind":"highlight","pubTimestamp":1720515907,"share":"https://ttm.financial/m/news/2450508044?lang=&edition=fundamental","pubTime":"2024-07-09 17:05","market":"us","language":"en","title":"3 Reasons Super Micro Computer Stock Is Still a Great AI Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2450508044","media":"InvestorPlace","summary":"The market may have you believe the AI trade of the year is NVDA, but Super Micro Computer stock is outperforming the chipmaker in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a>‘s share price has continued to skyrocket well into 2024, even outpacing AI chip giant <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p></li><li><p>A close relationship with Nvidia and critical server hardware products, such as cooling systems, have led to the company’s meteoric revenue and earnings growth. </p></li><li><p>Despite a surge in share price, Super Micro Computer stock’s trading multiple doesn’t look stretched and hasplenty of room for multiple expansion. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/263b00bf1db250d9136633f5220c9185\" alt=\"Source: rafapress / Shutterstock.com\" title=\"Source: rafapress / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: rafapress / Shutterstock.com</span></p><p>While the market is obsessing over chipmaker Nvidia, there are other semiconductor and hardware companies to look into that have solid exposure to artificial intelligence (AI) technologies. One of them is Super Micro Computer.</p><p>The hardware firm specializes in various products and equipment for data centers, which have seen in an explosion of growth over the past decade. If you have been reading about the deployment of AI algorithms, data centers are a critical component of that. With that said, below are three reasons SMCI stock remains a great stock play on AI.</p><h2 id=\"id_2770569645\">SMCI’s edge has been to quickly deploy AI products</h2><p>Generative artificial intelligence careened into the social zeitgeist in late 2022 with the public release of OpenAI‘s ChatGPT. The power and depth of this generative AI platform and others that spawned after its release incited a rise in investment into AI-enhanced products.</p><p>To deploy such technologies, however, advanced infrastructure solutions are required. That’s where a relatively small company like Super Micro Computer comes in. Founded in the early 1990s, Super Micro has spent years designing server products and network devices to make data centers efficient nexuses of processing power.</p><p>Close ties with chipmaker Nvidia have given Super Micro an edge on competitors like Dell and Hewlett Packard in terms of rapid deployment of AI products such as the high-power H100 and H200 GPUs as well as the GPU interconnects they necessitate.</p><p>Analysts have noted Super Micro’s efficient production capabilities allow it to “manufacture, assemble, test and ship a server” rack in just a few weeks. Market-watchers and analysts also credit the firm with having the “widest” product portfolio, allowing it to quickly service enterprises that leverage new GPUs from Nvidia or its chip-making competitors.</p><p>To help facilitate power efficiencies for data centers, Super Micro offers best-in-class cooling systems, which help to offset the high temperatures that advanced AI chips tend to reach once in use.</p><h2 id=\"id_2836483432\">The firm’s earnings seasons are marked by strong growth</h2><p>Given Super Micro’s unparalleled position in its respective end markets, the server hardware firm enjoyed strong earnings growth in recent quarters. The firm’s second-quarter earnings print for fiscal year 2024, ended Dec. 31, reported quarterly revenue of $3.7 billion, representing growth of more than 103% on a year-over-year basis and 73% growth on a sequential basis. Demand for AI computer products as well as Super Micro’s IT solutions propelled the firm’s financial figures to historic heights.</p><p>Third-quarter results for fiscal year 2024, which ended on March 31, were also astounding. Super Micro reported net sales of $3.8 billion, nearly tripling from the same period in 2023.</p><p>While there is certainly a customer concentration risk for investors holding SMCI, the company’s unfettered growth is jaw dropping.</p><h2 id=\"id_1688822480\">Despite sizable gains, SMCI has a great trading multiple</h2><p>Now it’s time to run through Super Micro Computer stock’s valuation metrics, and many investors might be surprised. Despite its share price skyrocketing nearly 250% in 2023, SMCI remains relatively undervalued to some other large tech firms, especially AI chipmakers like Nvidia or <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. In 2024, SMCI has risen 216%, yet its forward price-to-earnings ratio is around 26.3x forward earnings.</p><p>In a stock market where technology multiples have become increasingly stretched, Super Micro Computer stock does look like a bargain. With the AI craze unabated, Super Micro’s top-line and earnings growth will likely continue to crush estimates, which could lead to more gains for current shareholders.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Super Micro Computer Stock Is Still a Great AI Play</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\">\n3 Reasons Super Micro Computer Stock Is Still a Great AI Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-09 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/07/3-reasons-super-micro-computer-stock-is-still-a-great-ai-play/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer‘s share price has continued to skyrocket well into 2024, even outpacing AI chip giant Nvidia.A close relationship with Nvidia and critical server hardware products, such as ...</p>\n\n<a href=\"https://investorplace.com/2024/07/3-reasons-super-micro-computer-stock-is-still-a-great-ai-play/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4585":"ETF&股票定投概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4579":"人工智能","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","SMCI":"超微电脑","BK4141":"半导体产品","LU0109392836.USD":"富兰克林科技股A","BK4551":"寇图资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4515":"5G概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4529":"IDC概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://investorplace.com/2024/07/3-reasons-super-micro-computer-stock-is-still-a-great-ai-play/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450508044","content_text":"Super Micro Computer‘s share price has continued to skyrocket well into 2024, even outpacing AI chip giant Nvidia.A close relationship with Nvidia and critical server hardware products, such as cooling systems, have led to the company’s meteoric revenue and earnings growth. Despite a surge in share price, Super Micro Computer stock’s trading multiple doesn’t look stretched and hasplenty of room for multiple expansion. Source: rafapress / Shutterstock.comWhile the market is obsessing over chipmaker Nvidia, there are other semiconductor and hardware companies to look into that have solid exposure to artificial intelligence (AI) technologies. One of them is Super Micro Computer.The hardware firm specializes in various products and equipment for data centers, which have seen in an explosion of growth over the past decade. If you have been reading about the deployment of AI algorithms, data centers are a critical component of that. With that said, below are three reasons SMCI stock remains a great stock play on AI.SMCI’s edge has been to quickly deploy AI productsGenerative artificial intelligence careened into the social zeitgeist in late 2022 with the public release of OpenAI‘s ChatGPT. The power and depth of this generative AI platform and others that spawned after its release incited a rise in investment into AI-enhanced products.To deploy such technologies, however, advanced infrastructure solutions are required. That’s where a relatively small company like Super Micro Computer comes in. Founded in the early 1990s, Super Micro has spent years designing server products and network devices to make data centers efficient nexuses of processing power.Close ties with chipmaker Nvidia have given Super Micro an edge on competitors like Dell and Hewlett Packard in terms of rapid deployment of AI products such as the high-power H100 and H200 GPUs as well as the GPU interconnects they necessitate.Analysts have noted Super Micro’s efficient production capabilities allow it to “manufacture, assemble, test and ship a server” rack in just a few weeks. Market-watchers and analysts also credit the firm with having the “widest” product portfolio, allowing it to quickly service enterprises that leverage new GPUs from Nvidia or its chip-making competitors.To help facilitate power efficiencies for data centers, Super Micro offers best-in-class cooling systems, which help to offset the high temperatures that advanced AI chips tend to reach once in use.The firm’s earnings seasons are marked by strong growthGiven Super Micro’s unparalleled position in its respective end markets, the server hardware firm enjoyed strong earnings growth in recent quarters. The firm’s second-quarter earnings print for fiscal year 2024, ended Dec. 31, reported quarterly revenue of $3.7 billion, representing growth of more than 103% on a year-over-year basis and 73% growth on a sequential basis. Demand for AI computer products as well as Super Micro’s IT solutions propelled the firm’s financial figures to historic heights.Third-quarter results for fiscal year 2024, which ended on March 31, were also astounding. Super Micro reported net sales of $3.8 billion, nearly tripling from the same period in 2023.While there is certainly a customer concentration risk for investors holding SMCI, the company’s unfettered growth is jaw dropping.Despite sizable gains, SMCI has a great trading multipleNow it’s time to run through Super Micro Computer stock’s valuation metrics, and many investors might be surprised. Despite its share price skyrocketing nearly 250% in 2023, SMCI remains relatively undervalued to some other large tech firms, especially AI chipmakers like Nvidia or Advanced Micro Devices. In 2024, SMCI has risen 216%, yet its forward price-to-earnings ratio is around 26.3x forward earnings.In a stock market where technology multiples have become increasingly stretched, Super Micro Computer stock does look like a bargain. With the AI craze unabated, Super Micro’s top-line and earnings growth will likely continue to crush estimates, which could lead to more gains for current shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325298264379432,"gmtCreate":1720447983506,"gmtModify":1720447985698,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325298264379432","repostId":"325297957732496","repostType":1,"repost":{"id":325297957732496,"gmtCreate":1720447677446,"gmtModify":1720447686886,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; We’ve hit a pivotal moment as SMCI touches the $906.70 and $912.00 key levels. This could be the game-changer you’ve been waiting for!","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; We’ve hit a pivotal moment as SMCI touches the $906.70 and $912.00 key levels. This could be the game-changer you’ve been waiting for!","text":"$SUPER MICRO COMPUTER INC(SMCI)$ We’ve hit a pivotal moment as SMCI touches the $906.70 and $912.00 key levels. This could be the game-changer you’ve been waiting for!","images":[{"img":"https://community-static.tradeup.com/news/c8f4c86666b4681bf6812287621657ba","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/5f78a5f68f84e1637d0aa1513f85ede6","width":"1116","height":"967"},{"img":"https://community-static.tradeup.com/news/9731713e8f53b976cc8210aca2e87e73","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325297957732496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325294296694824,"gmtCreate":1720447014833,"gmtModify":1720447017063,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325294296694824","repostId":"1101959580","repostType":4,"repost":{"id":"1101959580","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":1720446467,"share":"https://ttm.financial/m/news/1101959580?lang=&edition=fundamental","pubTime":"2024-07-08 21:47","market":"us","language":"en","title":"Semiconductor Stocks Gain With Nvidia up 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101959580","media":"Tiger Newspress","summary":"Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.","content":"<html><head></head><body><p>Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db61f2e091a336cb2d0a8e9eed513430\" title=\"\" tg-width=\"310\" tg-height=\"649\"/></p><p>Nvidia was in the spotlight on Monday after investment firm <strong>UBS reiterated its Buy rating and raised its price target</strong>, noting that recent checks indicate that demand for its upcoming Blackwell line is &#34;exceedingly robust.&#34;</p><p>Based on the recent checks into Blackwell, it&#39;s likely that Nvidia could earn roughly $5 per share in 2025 as the order pipeline for NVL72 and NVL36 is &#34;materially larger&#34; than it was just two months as the budgets for the major hyperscalers firm up, analyst Timothy Arcuri said. Arcuri raised his price target to $150 from $120 as a result.</p><p>Morgan Stanley raised its price target for Taiwan Semi (TSM) to NT$1,080.00 from NT$1,180.00 in a note Monday, citing strong demand for artificial intelligence (AI) semiconductors.</p><p style=\"text-align: start;\">The focus, according to Morgan Stanley, should be on &#34;AI semi demand sustainability and TSMC&#39;s wafer pricing trend&#34; during TSMC&#39;s upcoming second-quarter earnings call.</p><p style=\"text-align: start;\">Ahead of the July 18th earnings report, <strong>Morgan Stanley analysts predict TSMC</strong> will raise its full-year revenue growth guidance to 25% year over year, driven by sustained AI demand. They also anticipate an upward revision in TSMC&#39;s third-quarter revenue growth guidance to 13% quarter-on-quarter.</p><p style=\"text-align: start;\">&#34;TSMC&#39;s &#39;hunger marketing&#39; strategy seems to be working,&#34; states the Morgan Stanley note, referring to the company&#39;s successful price negotiation tactics to offset margin pressure. Their recent supply chain checks indicate TSMC is effectively communicating potential supply constraints in 2025, potentially leading to price increases for smartphone and PC wafers of 3-4%.</p><p style=\"text-align: start;\">Confidence in AI demand is another key factor. Morgan Stanley highlights cloud AI customers like Nvidia prepaying for TSMC&#39;s advanced CoWoS packaging in 2025, signifying strong customer confidence. This, along with customer acceptance of higher CoWoS pricing, leads the investment bank to believe a 20% price increase for CoWoS is achievable.</p><p style=\"text-align: start;\">Based on these positive developments, they expect TSMC&#39;s upcoming earnings report to meet market expectations and anticipate &#34;more optimistic wafer pricing and strong SoIC 3D IC demand&#34; in the future.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Stocks Gain With Nvidia up 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Gain With Nvidia up 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-08 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db61f2e091a336cb2d0a8e9eed513430\" title=\"\" tg-width=\"310\" tg-height=\"649\"/></p><p>Nvidia was in the spotlight on Monday after investment firm <strong>UBS reiterated its Buy rating and raised its price target</strong>, noting that recent checks indicate that demand for its upcoming Blackwell line is &#34;exceedingly robust.&#34;</p><p>Based on the recent checks into Blackwell, it&#39;s likely that Nvidia could earn roughly $5 per share in 2025 as the order pipeline for NVL72 and NVL36 is &#34;materially larger&#34; than it was just two months as the budgets for the major hyperscalers firm up, analyst Timothy Arcuri said. Arcuri raised his price target to $150 from $120 as a result.</p><p>Morgan Stanley raised its price target for Taiwan Semi (TSM) to NT$1,080.00 from NT$1,180.00 in a note Monday, citing strong demand for artificial intelligence (AI) semiconductors.</p><p style=\"text-align: start;\">The focus, according to Morgan Stanley, should be on &#34;AI semi demand sustainability and TSMC&#39;s wafer pricing trend&#34; during TSMC&#39;s upcoming second-quarter earnings call.</p><p style=\"text-align: start;\">Ahead of the July 18th earnings report, <strong>Morgan Stanley analysts predict TSMC</strong> will raise its full-year revenue growth guidance to 25% year over year, driven by sustained AI demand. They also anticipate an upward revision in TSMC&#39;s third-quarter revenue growth guidance to 13% quarter-on-quarter.</p><p style=\"text-align: start;\">&#34;TSMC&#39;s &#39;hunger marketing&#39; strategy seems to be working,&#34; states the Morgan Stanley note, referring to the company&#39;s successful price negotiation tactics to offset margin pressure. Their recent supply chain checks indicate TSMC is effectively communicating potential supply constraints in 2025, potentially leading to price increases for smartphone and PC wafers of 3-4%.</p><p style=\"text-align: start;\">Confidence in AI demand is another key factor. Morgan Stanley highlights cloud AI customers like Nvidia prepaying for TSMC&#39;s advanced CoWoS packaging in 2025, signifying strong customer confidence. This, along with customer acceptance of higher CoWoS pricing, leads the investment bank to believe a 20% price increase for CoWoS is achievable.</p><p style=\"text-align: start;\">Based on these positive developments, they expect TSMC&#39;s upcoming earnings report to meet market expectations and anticipate &#34;more optimistic wafer pricing and strong SoIC 3D IC demand&#34; in the future.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LRCX":"拉姆研究","KLAC":"科磊","TSM":"台积电","WDC":"西部数据","NVDA":"英伟达","AMD":"美国超微公司","QCOM":"高通","SMCI":"超微电脑","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101959580","content_text":"Semiconductor stocks gained in morning trading. Super Micro Computer rose 7%; Intel rose 6%; TSMC rose 4%; Nvidia rose 3%; AMD rose 2.5%; Qualcomm rose 2%.Nvidia was in the spotlight on Monday after investment firm UBS reiterated its Buy rating and raised its price target, noting that recent checks indicate that demand for its upcoming Blackwell line is \"exceedingly robust.\"Based on the recent checks into Blackwell, it's likely that Nvidia could earn roughly $5 per share in 2025 as the order pipeline for NVL72 and NVL36 is \"materially larger\" than it was just two months as the budgets for the major hyperscalers firm up, analyst Timothy Arcuri said. Arcuri raised his price target to $150 from $120 as a result.Morgan Stanley raised its price target for Taiwan Semi (TSM) to NT$1,080.00 from NT$1,180.00 in a note Monday, citing strong demand for artificial intelligence (AI) semiconductors.The focus, according to Morgan Stanley, should be on \"AI semi demand sustainability and TSMC's wafer pricing trend\" during TSMC's upcoming second-quarter earnings call.Ahead of the July 18th earnings report, Morgan Stanley analysts predict TSMC will raise its full-year revenue growth guidance to 25% year over year, driven by sustained AI demand. They also anticipate an upward revision in TSMC's third-quarter revenue growth guidance to 13% quarter-on-quarter.\"TSMC's 'hunger marketing' strategy seems to be working,\" states the Morgan Stanley note, referring to the company's successful price negotiation tactics to offset margin pressure. Their recent supply chain checks indicate TSMC is effectively communicating potential supply constraints in 2025, potentially leading to price increases for smartphone and PC wafers of 3-4%.Confidence in AI demand is another key factor. Morgan Stanley highlights cloud AI customers like Nvidia prepaying for TSMC's advanced CoWoS packaging in 2025, signifying strong customer confidence. This, along with customer acceptance of higher CoWoS pricing, leads the investment bank to believe a 20% price increase for CoWoS is achievable.Based on these positive developments, they expect TSMC's upcoming earnings report to meet market expectations and anticipate \"more optimistic wafer pricing and strong SoIC 3D IC demand\" in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325174118416392,"gmtCreate":1720417564610,"gmtModify":1720417566384,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325174118416392","repostId":"2449710795","repostType":2,"repost":{"id":"2449710795","kind":"highlight","pubTimestamp":1720417500,"share":"https://ttm.financial/m/news/2449710795?lang=&edition=fundamental","pubTime":"2024-07-08 13:45","market":"us","language":"en","title":"TSMC Shares Soar to Record on Expectations of Tight 2025 Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=2449710795","media":"Bloomberg","summary":"Morgan Stanley, JPMorgan among analysts boosting projectionsOptimism rises heading into company’s second-quarter earningsTaiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei","content":"<html><head></head><body><ul style=\"\"><li><p>Morgan Stanley, JPMorgan among analysts boosting projections</p></li><li><p>Optimism rises heading into company’s second-quarter earnings</p></li></ul><p>Taiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei after Morgan Stanley joined a list of brokers boosting price targets on the chipmaker before its earnings.</p><p style=\"text-align: start;\">TSMC’s shares jumped as much as 4.5% in Taipei, extending its rally this year to more than 75%. Morgan Stanley raised its target on the stock by about 9%, expecting the chip maker to raise its full-year sales estimate in the earnings announcement next week. The broker also sees TSMC hiking wafer prices due to its strong bargaining power.</p><p style=\"text-align: start;\">“TSMC’s ‘hunger marketing’ strategy seems to be working,” Morgan Stanley analysts including Charlie Chan wrote in a note Sunday. “Our latest supply chain checks indicate that TSMC is delivering a message that leading-edge foundry supply could be tight in 2025 and customers may not get sufficient capacity allocation without appreciating TSMC’s value.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dd02b072f53a970108636697abbe22b\" tg-width=\"1200\" tg-height=\"675\"/></p><p>JPMorgan analysts including Gokul Hariharan also anticipate the company will raise its revenue guidance in the earnings call.</p><p>“We expect TSMC to sound more constructive on AI accelerator demand,” he wrote in a note Sunday.</p><p style=\"text-align: start;\">Morgan Stanley and JPMorgan joined brokers including Nomura Holdings Inc. and Mizuho Securities Co. in expressing optimism over TSMC leading into its second-quarter results. The maker of the world’s most advanced chips — used by the likes of Apple Inc. and Nvdia Corp. — is expected to report 36% revenue growth from a year earlier, the fastest pace since the last quarter of 2022, according to data compiled by Bloomberg.</p><p style=\"text-align: start;\">The earnings optimism pushed the company’s Taipei shares past NT$1,000 (about $31) last week. Its market value based on the American depositary receipts recently briefly surpassed Berkshire Hathaway Inc. to become the eighth-largest company globally, and it now has a market cap of over $950 billion.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Shares Soar to Record on Expectations of Tight 2025 Supply</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\">\nTSMC Shares Soar to Record on Expectations of Tight 2025 Supply\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-08 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-08/tsmc-shares-soar-to-record-as-hunger-marketing-seen-working?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley, JPMorgan among analysts boosting projectionsOptimism rises heading into company’s second-quarter earningsTaiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-08/tsmc-shares-soar-to-record-as-hunger-marketing-seen-working?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-07-08/tsmc-shares-soar-to-record-as-hunger-marketing-seen-working?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2449710795","content_text":"Morgan Stanley, JPMorgan among analysts boosting projectionsOptimism rises heading into company’s second-quarter earningsTaiwan Semiconductor Manufacturing Co. rose to a record intraday high in Taipei after Morgan Stanley joined a list of brokers boosting price targets on the chipmaker before its earnings.TSMC’s shares jumped as much as 4.5% in Taipei, extending its rally this year to more than 75%. Morgan Stanley raised its target on the stock by about 9%, expecting the chip maker to raise its full-year sales estimate in the earnings announcement next week. The broker also sees TSMC hiking wafer prices due to its strong bargaining power.“TSMC’s ‘hunger marketing’ strategy seems to be working,” Morgan Stanley analysts including Charlie Chan wrote in a note Sunday. “Our latest supply chain checks indicate that TSMC is delivering a message that leading-edge foundry supply could be tight in 2025 and customers may not get sufficient capacity allocation without appreciating TSMC’s value.”JPMorgan analysts including Gokul Hariharan also anticipate the company will raise its revenue guidance in the earnings call.“We expect TSMC to sound more constructive on AI accelerator demand,” he wrote in a note Sunday.Morgan Stanley and JPMorgan joined brokers including Nomura Holdings Inc. and Mizuho Securities Co. in expressing optimism over TSMC leading into its second-quarter results. The maker of the world’s most advanced chips — used by the likes of Apple Inc. and Nvdia Corp. — is expected to report 36% revenue growth from a year earlier, the fastest pace since the last quarter of 2022, according to data compiled by Bloomberg.The earnings optimism pushed the company’s Taipei shares past NT$1,000 (about $31) last week. Its market value based on the American depositary receipts recently briefly surpassed Berkshire Hathaway Inc. to become the eighth-largest company globally, and it now has a market cap of over $950 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324875123286176,"gmtCreate":1720344651347,"gmtModify":1720344653757,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324875123286176","repostId":"2448445693","repostType":2,"repost":{"id":"2448445693","kind":"highlight","pubTimestamp":1720088100,"share":"https://ttm.financial/m/news/2448445693?lang=&edition=fundamental","pubTime":"2024-07-04 18:15","market":"us","language":"en","title":"AI Stock Showdown: Dell vs. Super Micro Computer in the Race for Musk’s Billions","url":"https://stock-news.laohu8.com/highlight/detail?id=2448445693","media":"InvestorPlace","summary":"Super Micro Computer is getting lots of attention, but valuation concerns should steer you away from Super Micro Computer stock.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><strong>Super Micro Computer</strong> (<strong><span><strong><u>SMCI</u></strong></span></strong>) will help Elon Musk’s artificial intelligence (<span>AI</span>) startup company build supercomputer.</li>\n<li>However, Super Micro Computer has a high valuation while <strong>Dell Technologies’</strong> valuation is more reasonable.</li>\n<li>Investors should choose Dell stock over Super Micro Computer stock.</li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2024/02/smci1600-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/02/smci1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/02/smci1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/02/smci1600.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: rafapress / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p><strong>Super Micro Computer</strong> (NASDAQ:<span><strong><u>SMCI</u></strong></span>), a provider of artificial intelligence server infrastructure, became the market’s new shiny metal object in 2024.</p>\n<p>There are reasons to like Super Micro Computer, including an agreement to manufacture hardware for a well-known billionaire. However, it’s problematic that Super Micro Computer stock is expensive and susceptible to a sustained pullback.</p>\n<p>It’s understandable if you’re on the hunt for the “next” or “new” <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>). However, the market has already discovered and lionized Super Micro Computer.</p>\n<p>Yet, there’s another company and stock that provides excellent AI-server industry exposure. So, you don’t have to invest in a richly valued market darling like Super Micro Computer.</p>\n<h2>Don’t Sleep on These Announcements</h2>\n<p>You might not think that brief postings on X (formerly known as Twitter) could have much importance. However, three X postings could have major implications for the generative AI market and for Super Micro Computer.</p>\n<p>Just to provide some background info, <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) CEO Elon Musk heads an AI startup called <strong>xAI</strong>. This new company is developing Grok, an AI chatbot that’s supposed to rival <strong>OpenAI’s</strong> ChatGPT.</p>\n<p>Not long ago, <strong>Dell Technologies</strong> (NYSE:<strong>DELL</strong>) CEO Michael Dell stunned the tech world when he posted on X, “We’re building a Dell AI factory with @nvidia to power @grok for @xai @elonmusk.” This posting quickly garnered millions of views.</p>\n<p>That same day, Musk offered some clarification in an X posting. He wrote, “To be precise, Dell is assembling half the racks that are going into the supercomputer that xAI is building.”</p>\n<p>Furthermore, Musk stated in posting on X that “SMC” or Super Micro Computer will build the other half the AI-supercomputer racks. </p>\n<p>Hence, you might be tempted to load up on Super Micro Computer stock right now. After all, an agreement with Musk is generally great news, and Super Micro Computer could benefit greatly if xAI and Grok are highly successful.</p>\n<h2>Super Micro Computer’s Not-So-Super Valuation</h2>\n<p>Bear in mind, even before Dell’s and Musk’s aforementioned social media postings, Super Micro Computer was already a market darling. The company’s valuation suggests that some investors already pinpointed Super Micro Computer as the “next” Nvidia.</p>\n<p>Let’s do a side-by-side comparison to support our point. Super Micro Computer’s trailing 12-month GAAP price-to-earnings ratio is 46.18x. For reference, the sector median P/E ratio is 30.22x, and Dell Technologies’ P/E ratio is 28.27x.</p>\n<p>Perhaps you’d prefer to use the trailing 12-month price-to-sales (P/S) ratio as your valuation gauge. That’s fine, as Super Micro Computer’s P/S ratio is 3.8x, versus the sector median P/S ratio of 2.98x.</p>\n<p>Meanwhile, Dell has a P/S ratio of 1.1x. So now, we’re starting to get the impression that maybe Super Micro Computer isn’t the business involved in the Musk deal that investors should be focusing on.</p>\n<h2>Here’s a Better Bet Than Super Micro Computer Stock</h2>\n<p>Super Micro Computer certainly isn’t an underdog in 2024. The financial press already gave Super Micro Computer plenty of press coverage, and stock traders have quickly bid up the company’s stock price. In contrast, Dell Technologies appears to be just starting on its long-term comeback.</p>\n<p>Both companies will benefit from their arrangement with Musk and xAI, no doubt. Still, it’s understandable if valuation concerns might dissuade you from buying Super Micro Computer stock right now.</p>\n<p>Instead, investors ought to consider buying Dell stock today. They might also think about taking a share position in Super Micro Computer if the price comes down 20% or 30%.</p>\n<p><span><i>On the date of publication, David Moadel</i></span><i> did not have (either directly or indirectly) any positions in the securities mentioned in this article. </i><em>The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com </em>Publishing Guidelines<em>.</em></p>\n<div><p>David Moadel has provided compelling content – and crossed the occasional line – on behalf of Motley Fool, Crush the Street, Market Realist, TalkMarkets, TipRanks, Benzinga, and (of course) InvestorPlace.com. He also serves as the chief analyst and market researcher for Portfolio Wealth Global and hosts the popular financial YouTube channel Looking at the Markets.</p></div><div><p>Technology, Artificial Intelligence, Semiconductor</p></div> </div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 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https://investorplace.com/2024/07/ai-stock-showdown-dell-vs-super-micro-computer-in-the-race-for-musks-billions/.</p>\n<p>©2024 InvestorPlace Media, LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Stock Showdown: Dell vs. Super Micro Computer in the Race for Musk’s Billions</title>\n<style 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Super Micro Computer has a high valuation while Dell Technologies’ ...</p>\n\n<a href=\"https://investorplace.com/2024/07/ai-stock-showdown-dell-vs-super-micro-computer-in-the-race-for-musks-billions/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","TQQQ":"纳指三倍做多ETF","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4503":"景林资产持仓","LU0823414478.USD":"法巴经典能源转换基金","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","QID":"纳指两倍做空ETF","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) 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Class V","BK4515":"5G概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0079474960.USD":"联博美国增长基金A","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4587":"ChatGPT概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","QQQ":"纳指100ETF","TSLA":"特斯拉","NVDA":"英伟达","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"source_url":"https://investorplace.com/2024/07/ai-stock-showdown-dell-vs-super-micro-computer-in-the-race-for-musks-billions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448445693","content_text":"Super Micro Computer (SMCI) will help Elon Musk’s artificial intelligence (AI) startup company build supercomputer.\nHowever, Super Micro Computer has a high valuation while Dell Technologies’ valuation is more reasonable.\nInvestors should choose Dell stock over Super Micro Computer stock.\n\n\n\n\n\n \n\nSource: rafapress / Shutterstock.com\n\n\n\nSuper Micro Computer (NASDAQ:SMCI), a provider of artificial intelligence server infrastructure, became the market’s new shiny metal object in 2024.\nThere are reasons to like Super Micro Computer, including an agreement to manufacture hardware for a well-known billionaire. However, it’s problematic that Super Micro Computer stock is expensive and susceptible to a sustained pullback.\nIt’s understandable if you’re on the hunt for the “next” or “new” Nvidia (NASDAQ:NVDA). However, the market has already discovered and lionized Super Micro Computer.\nYet, there’s another company and stock that provides excellent AI-server industry exposure. So, you don’t have to invest in a richly valued market darling like Super Micro Computer.\nDon’t Sleep on These Announcements\nYou might not think that brief postings on X (formerly known as Twitter) could have much importance. However, three X postings could have major implications for the generative AI market and for Super Micro Computer.\nJust to provide some background info, Tesla (NASDAQ:TSLA) CEO Elon Musk heads an AI startup called xAI. This new company is developing Grok, an AI chatbot that’s supposed to rival OpenAI’s ChatGPT.\nNot long ago, Dell Technologies (NYSE:DELL) CEO Michael Dell stunned the tech world when he posted on X, “We’re building a Dell AI factory with @nvidia to power @grok for @xai @elonmusk.” This posting quickly garnered millions of views.\nThat same day, Musk offered some clarification in an X posting. He wrote, “To be precise, Dell is assembling half the racks that are going into the supercomputer that xAI is building.”\nFurthermore, Musk stated in posting on X that “SMC” or Super Micro Computer will build the other half the AI-supercomputer racks. \nHence, you might be tempted to load up on Super Micro Computer stock right now. After all, an agreement with Musk is generally great news, and Super Micro Computer could benefit greatly if xAI and Grok are highly successful.\nSuper Micro Computer’s Not-So-Super Valuation\nBear in mind, even before Dell’s and Musk’s aforementioned social media postings, Super Micro Computer was already a market darling. The company’s valuation suggests that some investors already pinpointed Super Micro Computer as the “next” Nvidia.\nLet’s do a side-by-side comparison to support our point. Super Micro Computer’s trailing 12-month GAAP price-to-earnings ratio is 46.18x. For reference, the sector median P/E ratio is 30.22x, and Dell Technologies’ P/E ratio is 28.27x.\nPerhaps you’d prefer to use the trailing 12-month price-to-sales (P/S) ratio as your valuation gauge. That’s fine, as Super Micro Computer’s P/S ratio is 3.8x, versus the sector median P/S ratio of 2.98x.\nMeanwhile, Dell has a P/S ratio of 1.1x. So now, we’re starting to get the impression that maybe Super Micro Computer isn’t the business involved in the Musk deal that investors should be focusing on.\nHere’s a Better Bet Than Super Micro Computer Stock\nSuper Micro Computer certainly isn’t an underdog in 2024. The financial press already gave Super Micro Computer plenty of press coverage, and stock traders have quickly bid up the company’s stock price. In contrast, Dell Technologies appears to be just starting on its long-term comeback.\nBoth companies will benefit from their arrangement with Musk and xAI, no doubt. Still, it’s understandable if valuation concerns might dissuade you from buying Super Micro Computer stock right now.\nInstead, investors ought to consider buying Dell stock today. They might also think about taking a share position in Super Micro Computer if the price comes down 20% or 30%.\nOn the date of publication, David Moadel did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nDavid Moadel has provided compelling content – and crossed the occasional line – on behalf of Motley Fool, Crush the Street, Market Realist, TalkMarkets, TipRanks, Benzinga, and (of course) InvestorPlace.com. He also serves as the chief analyst and market researcher for Portfolio Wealth Global and hosts the popular financial YouTube channel Looking at the Markets.Technology, Artificial Intelligence, Semiconductor \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/07/ai-stock-showdown-dell-vs-super-micro-computer-in-the-race-for-musks-billions/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324778685239352,"gmtCreate":1720320737714,"gmtModify":1720689815113,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2024/trading-guess?inviteId=IJXETRSD&amp;feature=Message&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=10e69faaf414af6244a40944033692f2&amp;invite=2ABUKH&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Join the Guessing Game , find high-yield Sharers! Win up to 50000 Tiger Coins.","listText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2024/trading-guess?inviteId=IJXETRSD&amp;feature=Message&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=10e69faaf414af6244a40944033692f2&amp;invite=2ABUKH&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Join the Guessing Game , find high-yield Sharers! Win up to 50000 Tiger Coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Join the Guessing Game , find high-yield Sharers! Win up to 50000 Tiger Coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324778685239352","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324539844944048,"gmtCreate":1720262865503,"gmtModify":1720262869355,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093058894761280","idStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> [Miser]","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> [Miser]","text":"$NVIDIA Corp(NVDA)$ [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324539844944048","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":326372103577936,"gmtCreate":1720704782445,"gmtModify":1720769289658,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> My entry before the rally, giving myself a pat on my back[Cool]&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$ My entry before the rally, giving myself a pat on my back[Cool]","images":[{"img":"https://community-static.tradeup.com/news/e10d8b2a4ef76535e290bb7196c86b69","width":"324","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":80,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/326372103577936","isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"Congratulations on your winning trade 💐💐💐","text":"Congratulations on your winning trade 💐💐💐","html":"Congratulations on your winning trade 💐💐💐"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":318182815903808,"gmtCreate":1718715739028,"gmtModify":1718715747499,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/0daaf317f247a6cb0e0d527b1504d6af","width":"648","height":"1088"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318182815903808","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364153536418032,"gmtCreate":1729914998585,"gmtModify":1729915003406,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> My lowest DCA","text":"$NVIDIA Corp(NVDA)$ My lowest DCA","images":[{"img":"https://community-static.tradeup.com/news/02fc3bdadab6b4dac40cee83be022575","width":"309","height":"533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364153536418032","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324240451235968,"gmtCreate":1720189640056,"gmtModify":1720189643706,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324240451235968","repostId":"1193358550","repostType":4,"repost":{"id":"1193358550","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":1720186671,"share":"https://ttm.financial/m/news/1193358550?lang=&edition=fundamental","pubTime":"2024-07-05 21:37","market":"us","language":"en","title":"Semiconductor Stocks Shined in Morning Trading with Arm Rising Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193358550","media":"Tiger Newspress","summary":"Semiconductor stocks shined in morning trading with Arm rising over 3%.","content":"<html><head></head><body><p>Semiconductor stocks shined in morning trading with Arm rising over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0c452efd45d4677fc2fea41dd95406c\" tg-width=\"268\" tg-height=\"535\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Stocks Shined in Morning Trading with Arm Rising Over 3%</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\">\nSemiconductor Stocks Shined in Morning Trading with Arm Rising Over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-05 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks shined in morning trading with Arm rising over 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0c452efd45d4677fc2fea41dd95406c\" tg-width=\"268\" tg-height=\"535\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ARM":"ARM Holdings","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193358550","content_text":"Semiconductor stocks shined in morning trading with Arm rising over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318038434918648,"gmtCreate":1718684688046,"gmtModify":1718684692897,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Co-pilot","listText":"<a href=\"https://ttm.financial/S/NVDA\">$(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Co-pilot","text":"$(NVDA)$ Co-pilot","images":[{"img":"https://community-static.tradeup.com/news/a72e32bdee65a4fd1e73a13e29170541","width":"1604","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318038434918648","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":317452959232296,"gmtCreate":1718542208645,"gmtModify":1718542214941,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317452959232296","repostId":"2443595292","repostType":4,"repost":{"id":"2443595292","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":1718500757,"share":"https://ttm.financial/m/news/2443595292?lang=&edition=fundamental","pubTime":"2024-06-16 09:19","market":"us","language":"en","title":"As Nvidia Soars, Stock Market's Deflated Laggards Spark Concern","url":"https://stock-news.laohu8.com/highlight/detail?id=2443595292","media":"Dow Jones","summary":"Signs of economic softness may be weighing on stocks outside the AI-fueled tech sector rally. America may love a winner, but it's the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.\"I think at the megacap level, it's really just a momentum story that's been in place this year. I think the bigger story is under the surface,\" Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&P 500 index SPX and Nasdaq Composite COMP. The S&P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.To be clear, it isn't market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rall","content":"<html><head></head><body><p>America may love a winner, but it&#39;s the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.</p><p>&#34;I think at the megacap level, it&#39;s really just a momentum story that&#39;s been in place this year. I think the bigger story is under the surface,&#34; Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.</p><p>That momentum story saw Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, playing catch-up with artificial-intelligence chip maker Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, put on another 9% gain this week. Apple Inc. <a href=\"https://laohu8.com/S/AAPL.UK\">$(AAPL.UK)$</a> rallied over 7% after unveiling its &#34;Apple Intelligence&#34; aspirations, leading it to jockey with Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> for the most-valuable company crown.</p><p>But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&amp;P 500 index SPX and Nasdaq Composite COMP. The S&amp;P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.</p><p>The equalweight version of the S&amp;P 500, which as the name implies gives the same weighting to each of its components, is down 0.4% in June and has gained just 4.4% year to date. The more cyclically oriented and, importantly, price-weighted Dow Jones Industrial Average DJIA also notably lags behind the cap-weighted indexes, down 0.3% in June and up just 2.4% in the year to date.</p><p>The S&amp;P 500 hit record highs despite less than half of members trading above their 50-day moving average, and the five largest stocks accounting for half of the year-to-date gain, noted Mark Hackett, chief of investment research at Nationwide, in a note. Nvidia alone accounted for 32%. Those five stocks now account for a record 27% of the index&#39;s market capitalization, he noted.</p><p>Looking at the average maximum drawdown at the individual member level, the S&amp;P 500 has already reached correction territory at -15%, Schwab&#39;s Gordon noted, while the small-cap Russell 2000 RUTand Nasdaq are well into bear market territory, at -28% and -37%, respectively.</p><p>Indeed, such poor market breadth, or measures of how many stocks are participating in an index&#39;s move, explains why CNN&#39;s Fear and Greed index now stands in &#34;fear&#34; territory, according to analysts at Bespoke Investment Group.</p><p>To be clear, it isn&#39;t market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rallies. Instead, it&#39;s when that handful of stocks are rising and the rest of the market is flailing that concerns begin to rise.</p><p>A similar thing happened in 2021, setting up the 2022 bear market, he noted. While that doesn&#39;t mean history will repeat, investors need to stay vigilant.</p><p>Signs the economy has hit a bit of a &#34;soft patch&#34; help explain the weakness for a broad part of the market, he said. Annualized U.S. gross domestic product growth in the first quarter was revised down to a tepid 1.3% from an initial estimate of 1.6%. While nonfarm payrolls data are running strong, there are signs of a continued post-COVID &#34;normalization&#34; of the labor market. The services sector looks more resilient than manufacturing.</p><p>Such softness may explain why cyclical sectors energy and financials led the S&amp;P 500 to the downside this week, down 2% and 2.3%, respectively.</p><p>Gordon doesn&#39;t look for the bottom to fall out of the economy, but sees the market facing a test.</p><p>The market has gone through a relatively aggressive cost-cutting cycle and is now waiting for revenue growth to kick back in. If that doesn&#39;t happen as breadth breaks down, the market is then vulnerable to a correction, he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Nvidia Soars, Stock Market's Deflated Laggards Spark Concern</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\">\nAs Nvidia Soars, Stock Market's Deflated Laggards Spark Concern\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-16 09:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>America may love a winner, but it&#39;s the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.</p><p>&#34;I think at the megacap level, it&#39;s really just a momentum story that&#39;s been in place this year. I think the bigger story is under the surface,&#34; Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.</p><p>That momentum story saw Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, playing catch-up with artificial-intelligence chip maker Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, put on another 9% gain this week. Apple Inc. <a href=\"https://laohu8.com/S/AAPL.UK\">$(AAPL.UK)$</a> rallied over 7% after unveiling its &#34;Apple Intelligence&#34; aspirations, leading it to jockey with Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> for the most-valuable company crown.</p><p>But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&amp;P 500 index SPX and Nasdaq Composite COMP. The S&amp;P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.</p><p>The equalweight version of the S&amp;P 500, which as the name implies gives the same weighting to each of its components, is down 0.4% in June and has gained just 4.4% year to date. The more cyclically oriented and, importantly, price-weighted Dow Jones Industrial Average DJIA also notably lags behind the cap-weighted indexes, down 0.3% in June and up just 2.4% in the year to date.</p><p>The S&amp;P 500 hit record highs despite less than half of members trading above their 50-day moving average, and the five largest stocks accounting for half of the year-to-date gain, noted Mark Hackett, chief of investment research at Nationwide, in a note. Nvidia alone accounted for 32%. Those five stocks now account for a record 27% of the index&#39;s market capitalization, he noted.</p><p>Looking at the average maximum drawdown at the individual member level, the S&amp;P 500 has already reached correction territory at -15%, Schwab&#39;s Gordon noted, while the small-cap Russell 2000 RUTand Nasdaq are well into bear market territory, at -28% and -37%, respectively.</p><p>Indeed, such poor market breadth, or measures of how many stocks are participating in an index&#39;s move, explains why CNN&#39;s Fear and Greed index now stands in &#34;fear&#34; territory, according to analysts at Bespoke Investment Group.</p><p>To be clear, it isn&#39;t market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rallies. Instead, it&#39;s when that handful of stocks are rising and the rest of the market is flailing that concerns begin to rise.</p><p>A similar thing happened in 2021, setting up the 2022 bear market, he noted. While that doesn&#39;t mean history will repeat, investors need to stay vigilant.</p><p>Signs the economy has hit a bit of a &#34;soft patch&#34; help explain the weakness for a broad part of the market, he said. Annualized U.S. gross domestic product growth in the first quarter was revised down to a tepid 1.3% from an initial estimate of 1.6%. While nonfarm payrolls data are running strong, there are signs of a continued post-COVID &#34;normalization&#34; of the labor market. The services sector looks more resilient than manufacturing.</p><p>Such softness may explain why cyclical sectors energy and financials led the S&amp;P 500 to the downside this week, down 2% and 2.3%, respectively.</p><p>Gordon doesn&#39;t look for the bottom to fall out of the economy, but sees the market facing a test.</p><p>The market has gone through a relatively aggressive cost-cutting cycle and is now waiting for revenue growth to kick back in. If that doesn&#39;t happen as breadth breaks down, the market is then vulnerable to a correction, he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念",".SPX":"S&P 500 Index","BK4576":"AR","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4575":"芯片概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4587":"ChatGPT概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4577":"网络游戏","BK4501":"段永平概念","IVV":"标普500指数ETF","BK4579":"人工智能","AAPL":"苹果","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4588":"碎股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4141":"半导体产品","SH":"标普500反向ETF","LU0171293334.USD":"贝莱德英国基金A2","LU0109392836.USD":"富兰克林科技股A","SSO":"两倍做多标普500ETF","BK4551":"寇图资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SDS":"两倍做空标普500ETF","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","LU0097036916.USD":"贝莱德美国增长A2 USD","VOO":"Vanguard标普500ETF","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4529":"IDC概念","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4528":"SaaS概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","OEX":"标普100","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443595292","content_text":"America may love a winner, but it's the losers - and there are lots of them - that are starting to attract attention when it comes to the stock market.\"I think at the megacap level, it's really just a momentum story that's been in place this year. I think the bigger story is under the surface,\" Kevin Gordon, senior investment strategist at Charles Schwab, told MarketWatch in a phone interview.That momentum story saw Apple Inc. $(AAPL)$, playing catch-up with artificial-intelligence chip maker Nvidia Corp. $(NVDA)$, put on another 9% gain this week. Apple Inc. $(AAPL.UK)$ rallied over 7% after unveiling its \"Apple Intelligence\" aspirations, leading it to jockey with Microsoft Corp. $(MSFT)$ for the most-valuable company crown.But outside a handful of megacap winners, the market is struggling. That handful of heavyweight winners account for a growing share of winners in the market-cap weighted S&P 500 index SPX and Nasdaq Composite COMP. The S&P 500 has rallied another 2.9% so far in June, bringing its year-to-date gain to 13.9%.The equalweight version of the S&P 500, which as the name implies gives the same weighting to each of its components, is down 0.4% in June and has gained just 4.4% year to date. The more cyclically oriented and, importantly, price-weighted Dow Jones Industrial Average DJIA also notably lags behind the cap-weighted indexes, down 0.3% in June and up just 2.4% in the year to date.The S&P 500 hit record highs despite less than half of members trading above their 50-day moving average, and the five largest stocks accounting for half of the year-to-date gain, noted Mark Hackett, chief of investment research at Nationwide, in a note. Nvidia alone accounted for 32%. Those five stocks now account for a record 27% of the index's market capitalization, he noted.Looking at the average maximum drawdown at the individual member level, the S&P 500 has already reached correction territory at -15%, Schwab's Gordon noted, while the small-cap Russell 2000 RUTand Nasdaq are well into bear market territory, at -28% and -37%, respectively.Indeed, such poor market breadth, or measures of how many stocks are participating in an index's move, explains why CNN's Fear and Greed index now stands in \"fear\" territory, according to analysts at Bespoke Investment Group.To be clear, it isn't market concentration itself that is particularly worrying, Gordon said. Market watchers often point out that a handful of stocks often tend to account for outsize gains during rallies. Instead, it's when that handful of stocks are rising and the rest of the market is flailing that concerns begin to rise.A similar thing happened in 2021, setting up the 2022 bear market, he noted. While that doesn't mean history will repeat, investors need to stay vigilant.Signs the economy has hit a bit of a \"soft patch\" help explain the weakness for a broad part of the market, he said. Annualized U.S. gross domestic product growth in the first quarter was revised down to a tepid 1.3% from an initial estimate of 1.6%. While nonfarm payrolls data are running strong, there are signs of a continued post-COVID \"normalization\" of the labor market. The services sector looks more resilient than manufacturing.Such softness may explain why cyclical sectors energy and financials led the S&P 500 to the downside this week, down 2% and 2.3%, respectively.Gordon doesn't look for the bottom to fall out of the economy, but sees the market facing a test.The market has gone through a relatively aggressive cost-cutting cycle and is now waiting for revenue growth to kick back in. If that doesn't happen as breadth breaks down, the market is then vulnerable to a correction, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316803680788736,"gmtCreate":1718363415941,"gmtModify":1718610135081,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Investing in Nvidia: A Strategic Opportunity Nvidia Corporation, a leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, presents a compelling investment opportunity. As the technological landscape evolves, Nvidia is positioned at the forefront of several high-growth sectors, making it a robust candidate for investors looking for long-term value. Here’s why investing in Nvidia could be a strategic move. 1. Dominance in the GPU Market Nvidia’s GPUs are the gold standard in the industry, particularly in gaming, professional visualization, data centers, and automotive markets. The company’s flagship product line, the GeForce RTX series, continues to set benchmarks for performance and innovation. These GPUs are not only critical for high-end gaming but also fo","listText":"Investing in Nvidia: A Strategic Opportunity Nvidia Corporation, a leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, presents a compelling investment opportunity. As the technological landscape evolves, Nvidia is positioned at the forefront of several high-growth sectors, making it a robust candidate for investors looking for long-term value. Here’s why investing in Nvidia could be a strategic move. 1. Dominance in the GPU Market Nvidia’s GPUs are the gold standard in the industry, particularly in gaming, professional visualization, data centers, and automotive markets. The company’s flagship product line, the GeForce RTX series, continues to set benchmarks for performance and innovation. These GPUs are not only critical for high-end gaming but also fo","text":"Investing in Nvidia: A Strategic Opportunity Nvidia Corporation, a leader in graphics processing units (GPUs) and artificial intelligence (AI) technology, presents a compelling investment opportunity. As the technological landscape evolves, Nvidia is positioned at the forefront of several high-growth sectors, making it a robust candidate for investors looking for long-term value. Here’s why investing in Nvidia could be a strategic move. 1. Dominance in the GPU Market Nvidia’s GPUs are the gold standard in the industry, particularly in gaming, professional visualization, data centers, and automotive markets. The company’s flagship product line, the GeForce RTX series, continues to set benchmarks for performance and innovation. These GPUs are not only critical for high-end gaming but also fo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316803680788736","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316442092474384,"gmtCreate":1718284093144,"gmtModify":1718284096903,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316442092474384","repostId":"2443673507","repostType":2,"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316109073809464,"gmtCreate":1718204776247,"gmtModify":1718204780855,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316109073809464","repostId":"1182932632","repostType":4,"repost":{"id":"1182932632","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":1718202519,"share":"https://ttm.financial/m/news/1182932632?lang=&edition=fundamental","pubTime":"2024-06-12 22:28","market":"us","language":"en","title":"TSMC Jumps 5% Surpassing Berkshire in Market Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1182932632","media":"Tiger Newspress","summary":"Semiconductor stocks gained in morning trading. TSMC rose 6%; Nvidia rose 5%; Micron rose 4.3%; Arm rose 4%; ASML rose 3.8%; Super Micro Computer rose 3.7%; Marvell rose 3%; Qualcomm rose 2.5%.ASML has gotten the green light to build a new campus on a large piece of land next to Eindhoven Airport. The Eindhoven city council approved the mayor and aldermen’s plan for the expansion on Tuesday, NOS reports.ASML will get around 50 hectares at its disposal. The company, which currently employs around","content":"<html><head></head><body><p>TSMC shares rose 5%, giving it a market valuation of $903B. Berkshire&#39;s market capitalization stood at $890B, falling behind TSMC.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/86865cbd1b26c0d1d50173ae36da9625\" tg-width=\"821\" tg-height=\"420\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/664516bc629967f334e2ae8a09fb02c7\" tg-width=\"822\" tg-height=\"418\"/></p><p>Semiconductor stocks gained in morning trading. Nvidia rose 5%; Micron rose 4.3%; Arm rose 4%; ASML rose 3.8%; Super Micro Computer rose 3.7%; Marvell rose 3%; Qualcomm rose 2.5%.</p><p><strong>ASML</strong> has gotten the green light to build a new campus on a large piece of land next to Eindhoven Airport. The Eindhoven city council approved the mayor and aldermen’s plan for the expansion on Tuesday, NOS reports.</p><p style=\"text-align: start;\">ASML will get around 50 hectares at its disposal. The company, which currently employs around 23,000 people in the Netherlands, wants to build a campus in Eindhoven with around 20,000 extra jobs.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Jumps 5% Surpassing Berkshire in Market Value</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\">\nTSMC Jumps 5% Surpassing Berkshire in Market Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-06-12 22:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC shares rose 5%, giving it a market valuation of $903B. Berkshire&#39;s market capitalization stood at $890B, falling behind TSMC.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/86865cbd1b26c0d1d50173ae36da9625\" tg-width=\"821\" tg-height=\"420\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/664516bc629967f334e2ae8a09fb02c7\" tg-width=\"822\" tg-height=\"418\"/></p><p>Semiconductor stocks gained in morning trading. Nvidia rose 5%; Micron rose 4.3%; Arm rose 4%; ASML rose 3.8%; Super Micro Computer rose 3.7%; Marvell rose 3%; Qualcomm rose 2.5%.</p><p><strong>ASML</strong> has gotten the green light to build a new campus on a large piece of land next to Eindhoven Airport. The Eindhoven city council approved the mayor and aldermen’s plan for the expansion on Tuesday, NOS reports.</p><p style=\"text-align: start;\">ASML will get around 50 hectares at its disposal. The company, which currently employs around 23,000 people in the Netherlands, wants to build a campus in Eindhoven with around 20,000 extra jobs.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","KLAC":"科磊","SMCI":"超微电脑","MU":"美光科技","AMD":"美国超微公司","WDC":"西部数据","QCOM":"高通","TSM":"台积电","LRCX":"拉姆研究"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182932632","content_text":"TSMC shares rose 5%, giving it a market valuation of $903B. Berkshire's market capitalization stood at $890B, falling behind TSMC.Semiconductor stocks gained in morning trading. Nvidia rose 5%; Micron rose 4.3%; Arm rose 4%; ASML rose 3.8%; Super Micro Computer rose 3.7%; Marvell rose 3%; Qualcomm rose 2.5%.ASML has gotten the green light to build a new campus on a large piece of land next to Eindhoven Airport. The Eindhoven city council approved the mayor and aldermen’s plan for the expansion on Tuesday, NOS reports.ASML will get around 50 hectares at its disposal. The company, which currently employs around 23,000 people in the Netherlands, wants to build a campus in Eindhoven with around 20,000 extra jobs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316090817249352,"gmtCreate":1718200430985,"gmtModify":1718200432937,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316090817249352","repostId":"316163336212512","repostType":1,"repost":{"id":316163336212512,"gmtCreate":1718195939460,"gmtModify":1718199002304,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[10th Anniv] How to Prove You're a True Tiger Fan?","htmlText":"As we celebrate the Tigers' 10th anniversary, we want to hear from our true fans! Over the past decade, we've experienced market highs and lows, growing and learning together. Your support and trust have been our greatest treasures.Now, we're inviting you to show your true Tiger spirit! Prove you're a genuine Tiger fan with one sentence. Share your most memorable moments with Tiger Brokers or post some jokes or memes that only a seasoned Tiger would understand. How to ParticipateShare this post and tag at least one friend, inviting them to join the eventsLeave a comment below with one sentence that proves you're a true Tiger fan, along with your favorite Tiger-related memories, jokes, memes, or giveaways.Event DurationJune 12, 2024 - June 19, 2024PrizesAll Tigers who leave your comments in","listText":"As we celebrate the Tigers' 10th anniversary, we want to hear from our true fans! Over the past decade, we've experienced market highs and lows, growing and learning together. Your support and trust have been our greatest treasures.Now, we're inviting you to show your true Tiger spirit! Prove you're a genuine Tiger fan with one sentence. Share your most memorable moments with Tiger Brokers or post some jokes or memes that only a seasoned Tiger would understand. How to ParticipateShare this post and tag at least one friend, inviting them to join the eventsLeave a comment below with one sentence that proves you're a true Tiger fan, along with your favorite Tiger-related memories, jokes, memes, or giveaways.Event DurationJune 12, 2024 - June 19, 2024PrizesAll Tigers who leave your comments in","text":"As we celebrate the Tigers' 10th anniversary, we want to hear from our true fans! Over the past decade, we've experienced market highs and lows, growing and learning together. Your support and trust have been our greatest treasures.Now, we're inviting you to show your true Tiger spirit! Prove you're a genuine Tiger fan with one sentence. Share your most memorable moments with Tiger Brokers or post some jokes or memes that only a seasoned Tiger would understand. How to ParticipateShare this post and tag at least one friend, inviting them to join the eventsLeave a comment below with one sentence that proves you're a true Tiger fan, along with your favorite Tiger-related memories, jokes, memes, or giveaways.Event DurationJune 12, 2024 - June 19, 2024PrizesAll Tigers who leave your comments in","images":[{"img":"https://community-static.tradeup.com/news/875e0137c192d0ca7f538d4c3a4ec929","width":"1028","height":"870"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316163336212512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316090699870288,"gmtCreate":1718200410046,"gmtModify":1718200414024,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"A new tiger pub","listText":"A new tiger pub","text":"A new tiger pub","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316090699870288","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315875970662656,"gmtCreate":1718149494467,"gmtModify":1718156376914,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/f5e465e489be0bbea8907d953aab9c45"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315875970662656","repostId":"2442706389","repostType":2,"repost":{"id":"2442706389","kind":"highlight","pubTimestamp":1718100083,"share":"https://ttm.financial/m/news/2442706389?lang=&edition=fundamental","pubTime":"2024-06-11 18:01","market":"us","language":"en","title":"25 Reasons to Buy Nvidia Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2442706389","media":"MotleyFool","summary":"Nvidia (NASDAQ: NVDA) stock has been a superb performer over the short and long terms. The artificial intelligence (AI) chip leader held its initial public offering (IPO) in January 1999, six years af","content":"<html><head></head><body><p><strong>Nvidia</strong> (NASDAQ: NVDA) stock has been a superb performer over the short and long terms. The artificial intelligence (AI) chip leader held its initial public offering (IPO) in January 1999, six years after the company was founded. In honor of Nvidia stock turning 25 years old earlier this year, below are 25 reasons -- in no particular order -- to buy it.</p><p>As background, Nvidia has four market platforms: data center, gaming, professional visualization, and auto &amp; robotics. Data center is its largest (accounting for 87% of revenue in its most recent quarter) and fastest growing due to surging adoption of AI, particularly generative AI. Generative AI exploded onto the scene in late 2022 with the release of the ChatGPT chatbot.</p><h2 id=\"id_2427446147\">1. Company is run by a founder</h2><p>Nvidia CEO Jensen Huang was one of the company&#39;s three co-founders. Studies show that stocks of founder-led companies tend to outperform others over the long term.</p><h2 id=\"id_3641146766\">2. Founder-CEO has much skin in the game</h2><p>Huang owns about 868 million shares of Nvidia stock following Friday&#39;s 10-for-1 stock split (discussed in No. 6), as of the most recent available data. This stake is worth about $105 billion, as of the stock&#39;s closing price on June 7. Given this massive stake, investors can be sure Huang&#39;s interest is aligned with their interests.</p><h2 id=\"id_3893609282\">3. CFO&#39;s huge stock holdings suggest much confidence in Nvidia&#39;s future</h2><p>CFO Colette Kress owns 6.43 million shares of Nvidia stock following Friday&#39;s 10-for-1 stock split (discussed in No. 6). These shares were worth about $777 million, as of June 7. A CFO probably has the best handle of everyone in a company -- including its CEO -- on its financial performance at any given time. So, it seems safe to say that Kress is very optimistic about Nvidia&#39;s growth prospects.</p><h2 id=\"id_221237880\">4. Nvidia stock&#39;s longer-term performance is phenomenal</h2><p>Over the last 10 years, Nvidia stock has returned 25,431% through June 7. That&#39;s more than 100 times the <strong>S&amp;P 500</strong> index&#39;s return of 230%. Put another way, a $1,000 investment in Nvidia stock a decade ago would now be worth more than $250,000.</p><p>A stock&#39;s past performance is no guarantee of its future performance. However, a stock&#39;s <em>long-term</em> performance often reflects the ability of a company&#39;s top management to establish and implement successful strategies.</p><h2 id=\"id_163954137\">5. AI market is projected to continue to grow briskly</h2><p>In 2024, the global AI market is projected to reach revenue of $184 billion, and have a compound annual growth rate (CAGR) of 28.5% through 2030, when it will be worth an estimated $826.7 billion, according to Statista.</p><p>This is a huge positive for Nvidia, whose graphics processing unit (GPU) chips and related products and services are used for training and deploying AI applications.</p><h2 id=\"id_3619882405\">6. Nvidia&#39;s 10-for-1 stock split just occured on June 7</h2><p>On Friday, June 7, Nvidia stock split 10-for-1. Investors who owned the stock as of the day before received nine additional shares for each share they owned. The stock is scheduled to begin trading on a split-adjusted basis on Monday, June 10.</p><p>On Friday, Nvidia stock&#39;s closing price was $1,208.88, which means that its split-adjusted price was $120.89.</p><p>Potential benefits for investors of Nvidia&#39;s stock split include a boost in price from greater demand for shares, and a higher chance at being included on the <strong>Dow Jones Industrial Average </strong>index.</p><h2 id=\"id_3347388\">7. The company dominates the data center AI chip market</h2><p>It&#39;s widely estimated that Nvidia has more than a 90% share of the market for AI GPU chips for data centers, and more than an 80% share of the overall data center AI chip market.</p><h2 id=\"id_515771282\">8. Data center AI chip market is projected to continue to grow like gangbusters</h2><p>In 2023, the global market for chips to accelerate AI processing in data centers was worth about $45 billion, according to an estimate by <strong>Advanced Micro Devices</strong> (NASDAQ: AMD) CEO Lisa Su. She projects this market will reach $400 billion in revenue by 2027, which equates to a blistering CAGR of 72.7%.</p><h2 id=\"id_2831449963\">9. Nvidia&#39;s data center business has strong competitive advantages</h2><p>Advanced Micro Devices (AMD) and <strong>Intel</strong> have recently entered Nvidia&#39;s turf -- AI-enabling GPUs for data centers. Investors shouldn&#39;t be overly concerned. Nvidia&#39;s competitive advantages don&#39;t only stem from its GPUs, but also its software, particularly CUDA, which has been used by millions of developers for many years. CUDA enables its GPUs to possess the parallel processing capabilities needed for accelerating general and AI computing.</p><h2 id=\"id_2832630844\">10. Its revenue is growing rapidly</h2><p>Nvidia&#39;s year-over-year revenue growth over the last four quarters starting with the most recent quarter: 262%, 265%, 206%, and 101%.</p><h2 id=\"id_1097692290\">11. Its profits are increasing even faster than revenue</h2><p>Nvidia&#39;s adjusted earnings per share (EPS) are growing faster than its revenue, which reflects its expanding profit margins. This dynamic is being driven by its highly profitable data center business growing faster than its other businesses. Here&#39;s the company&#39;s year-over-year adjusted EPS growth over the last four quarters starting with the most recent quarter: 461%, 486%, 593%, and 429%.</p><h2 id=\"id_3446198856\">12. Its free cash flow is also growing rapidly</h2><p>Nvidia&#39;s year-over-year free cash flow (FCF) growth over the last four quarters starting with the most recent quarter: 465%, 546%, N/A (FCF was negative in year-ago period), and 634%.</p><h2 id=\"id_1852546500\">13. Wall Street expects strong profit growth over the next 5 years</h2><p>As of June 7, Wall Street projects that Nvidia will grow adjusted EPS at an average annual rate of 46.5% over the next five years.</p><h2 id=\"id_466944881\">14. Nvidia nearly always beats Wall Street&#39;s expectations</h2><p>Nvidia nearly always beats Wall Street&#39;s quarterly earnings estimates -- and oftentimes, by a lot. In the prior four quarters, the company&#39;s adjusted EPS has exceeded the analyst consensus estimate by percentages ranging from 10% to 29%.</p><p>If this dynamic continues, Nvidia&#39;s CAGR over the next five years will be higher than the 46.5% that analysts now expect.</p><h2 id=\"id_3259973487\">15. The stock&#39;s valuation is reasonable</h2><p>At Friday&#39;s closing price, Nvidia stock is priced at 44.6 times forward estimated earnings. In a vacuum, this is a high valuation. But it&#39;s reasonable for a company that Wall Street expects to grow adjusted EPS 109% this fiscal year and at an average annual rate of 46.5% over the next five years. Moreover, analysts are likely underestimating its growth potential, as covered above.</p><h2 id=\"id_317966742\">16. It&#39;s much more profitable than its main competitors and peers</h2><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p>Company</p></th><th style=\"text-align:left;\"><p>GAAP Profit Margin (TTM)</p></th></tr><tr><td style=\"text-align:left;\"><p><strong>Nvidia</strong></p></td><td style=\"text-align:left;\"><p>53.4%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Advanced Micro Devices</strong></p></td><td style=\"text-align:left;\"><p>4.9%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Intel</strong></p></td><td style=\"text-align:left;\"><p>7.4%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Qualcomm</strong></p></td><td style=\"text-align:left;\"><p>23%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Broadcom</strong></p></td><td style=\"text-align:left;\"><p>29.9%</p></td></tr></tbody></table><p>List is not all-inclusive. Data sources: YCharts and finviz.com. GAAP = generally accepted accounting principles. TTM= trailing 12 months.</p><h2 id=\"id_1531776279\">17. It&#39;s reportedly forming a custom chip business unit</h2><p>Sources have reported and signs suggest that Nvidia is forming a custom chip business unit so that it can capture some of the custom chip development work for big tech companies that currently goes to chipmakers such as <strong>Broadcom</strong>. The new unit will reportedly help companies design custom chips for AI and other applications.</p><h2 id=\"id_3462699278\">18. It&#39;s the largest supplier of graphics cards for gaming</h2><p>Gaming is Nvidia&#39;s second largest market platform, accounting for 10% of its revenue in its most recent quarter. The company is the world&#39;s largest supplier of graphics cards for computer gaming. In the first quarter of 2024, it had an 88% share of the desktop discrete GPU market, according to Jon Peddie Research. AMD and Intel had a 12% and less than 1% share, respectively.</p><h2 id=\"id_3354675364\">19. PC gaming market is projected to continue its solid growth</h2><p>In 2023, the global personal computer (PC) gaming market generated about $80.3 billion in revenue, according to Statista, which projects this market will be worth $141.9 billion in 2028. That equates to a CAGR of about 12.1%.</p><h2 id=\"id_4157958139\">20. Nvidia generates some recurring revenue</h2><p>Nvidia has relatively recently begun launching software and service offerings that generate recurring revenue. In February, CFO Kress said that in fiscal Q4 the company&#39;s software and services offerings reached an annualized revenue run rate of $1 billion.</p><h2 id=\"id_618095145\">21. Its revenue should get a big boost when driverless vehicles become legal</h2><p>Nvidia&#39;s revenue should get a big boost when driverless vehicles become legal across the U.S. and world. Hundreds of vehicle manufacturers, tier 1 suppliers, and others are developing on the company&#39;s autonomous vehicle AI computing platform, DRIVE.</p><p>When Nvidia&#39;s partners use its DRIVE platform in production vehicles, they need to buy a DRIVE AI computer for each vehicle. Its big-name partners include luxury vehicle maker <strong>Mercedes-Benz</strong> and electric vehicle (EV) giant <strong>BYD</strong>.</p><h2 id=\"id_2331586739\">22. Its sovereign AI business has multibillion-dollar potential</h2><p>Nations and other sovereign entities have relatively recently begun using Nvidia&#39;s technology to build their own sovereign AI cloud services. The &#34;sovereign AI infrastructure market represents a multibillion-dollar opportunity over the next few years,&#34; CFO Kress said last November on the company&#39;s fiscal Q3 2024 earnings call.</p><h2 id=\"id_1602437602\">23. It just ramped up its robotics initiatives</h2><p>In March, Nvidia introduced it Project GR00T (Generalist Robot 00 Technology) AI foundation model for humanoid robots and major updates to its Isaac robotics platform.</p><h2 id=\"id_796644851\">24. Its balance sheet is in solid shape</h2><p>At the end of the last quarter, Nvidia had cash and cash equivalents of $7.6 billion and long-term debt of $8.5 billion.</p><h2 id=\"id_615842984\">25. Employes really like working for Nvidia</h2><p>On Glassdoor.com, Nvidia employees and former employees give the company an overall rating of 4.6 stars (on a scale of 1 to 5), as of June 7. Employee satisfaction is particularly important for companies in the technology realm, as there is a limited amount of top tech talent. Nvidia&#39;s rating is the highest of all the so-called Big Tech companies.</p><p></p></body></html>","source":"motleyfoolau_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>25 Reasons to Buy Nvidia Stock Now</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\">\n25 Reasons to Buy Nvidia Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-11 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2024/06/11/25-reasons-to-buy-nvidia-stock-now-usfeed/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ: NVDA) stock has been a superb performer over the short and long terms. The artificial intelligence (AI) chip leader held its initial public offering (IPO) in January 1999, six years ...</p>\n\n<a href=\"https://www.fool.com.au/2024/06/11/25-reasons-to-buy-nvidia-stock-now-usfeed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4515":"5G概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","BK4523":"印度概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4587":"ChatGPT概念","BK4099":"汽车制造商","LU0056508442.USD":"贝莱德世界科技基金A2","BK4575":"芯片概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4566":"资本集团","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDA":"英伟达","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0109392836.USD":"富兰克林科技股A","BK7504":"锂钴概念","BK4141":"半导体产品","BK4588":"碎股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK7095":"多种金属与采矿","BK4551":"寇图资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"source_url":"https://www.fool.com.au/2024/06/11/25-reasons-to-buy-nvidia-stock-now-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442706389","content_text":"Nvidia (NASDAQ: NVDA) stock has been a superb performer over the short and long terms. The artificial intelligence (AI) chip leader held its initial public offering (IPO) in January 1999, six years after the company was founded. In honor of Nvidia stock turning 25 years old earlier this year, below are 25 reasons -- in no particular order -- to buy it.As background, Nvidia has four market platforms: data center, gaming, professional visualization, and auto & robotics. Data center is its largest (accounting for 87% of revenue in its most recent quarter) and fastest growing due to surging adoption of AI, particularly generative AI. Generative AI exploded onto the scene in late 2022 with the release of the ChatGPT chatbot.1. Company is run by a founderNvidia CEO Jensen Huang was one of the company's three co-founders. Studies show that stocks of founder-led companies tend to outperform others over the long term.2. Founder-CEO has much skin in the gameHuang owns about 868 million shares of Nvidia stock following Friday's 10-for-1 stock split (discussed in No. 6), as of the most recent available data. This stake is worth about $105 billion, as of the stock's closing price on June 7. Given this massive stake, investors can be sure Huang's interest is aligned with their interests.3. CFO's huge stock holdings suggest much confidence in Nvidia's futureCFO Colette Kress owns 6.43 million shares of Nvidia stock following Friday's 10-for-1 stock split (discussed in No. 6). These shares were worth about $777 million, as of June 7. A CFO probably has the best handle of everyone in a company -- including its CEO -- on its financial performance at any given time. So, it seems safe to say that Kress is very optimistic about Nvidia's growth prospects.4. Nvidia stock's longer-term performance is phenomenalOver the last 10 years, Nvidia stock has returned 25,431% through June 7. That's more than 100 times the S&P 500 index's return of 230%. Put another way, a $1,000 investment in Nvidia stock a decade ago would now be worth more than $250,000.A stock's past performance is no guarantee of its future performance. However, a stock's long-term performance often reflects the ability of a company's top management to establish and implement successful strategies.5. AI market is projected to continue to grow brisklyIn 2024, the global AI market is projected to reach revenue of $184 billion, and have a compound annual growth rate (CAGR) of 28.5% through 2030, when it will be worth an estimated $826.7 billion, according to Statista.This is a huge positive for Nvidia, whose graphics processing unit (GPU) chips and related products and services are used for training and deploying AI applications.6. Nvidia's 10-for-1 stock split just occured on June 7On Friday, June 7, Nvidia stock split 10-for-1. Investors who owned the stock as of the day before received nine additional shares for each share they owned. The stock is scheduled to begin trading on a split-adjusted basis on Monday, June 10.On Friday, Nvidia stock's closing price was $1,208.88, which means that its split-adjusted price was $120.89.Potential benefits for investors of Nvidia's stock split include a boost in price from greater demand for shares, and a higher chance at being included on the Dow Jones Industrial Average index.7. The company dominates the data center AI chip marketIt's widely estimated that Nvidia has more than a 90% share of the market for AI GPU chips for data centers, and more than an 80% share of the overall data center AI chip market.8. Data center AI chip market is projected to continue to grow like gangbustersIn 2023, the global market for chips to accelerate AI processing in data centers was worth about $45 billion, according to an estimate by Advanced Micro Devices (NASDAQ: AMD) CEO Lisa Su. She projects this market will reach $400 billion in revenue by 2027, which equates to a blistering CAGR of 72.7%.9. Nvidia's data center business has strong competitive advantagesAdvanced Micro Devices (AMD) and Intel have recently entered Nvidia's turf -- AI-enabling GPUs for data centers. Investors shouldn't be overly concerned. Nvidia's competitive advantages don't only stem from its GPUs, but also its software, particularly CUDA, which has been used by millions of developers for many years. CUDA enables its GPUs to possess the parallel processing capabilities needed for accelerating general and AI computing.10. Its revenue is growing rapidlyNvidia's year-over-year revenue growth over the last four quarters starting with the most recent quarter: 262%, 265%, 206%, and 101%.11. Its profits are increasing even faster than revenueNvidia's adjusted earnings per share (EPS) are growing faster than its revenue, which reflects its expanding profit margins. This dynamic is being driven by its highly profitable data center business growing faster than its other businesses. Here's the company's year-over-year adjusted EPS growth over the last four quarters starting with the most recent quarter: 461%, 486%, 593%, and 429%.12. Its free cash flow is also growing rapidlyNvidia's year-over-year free cash flow (FCF) growth over the last four quarters starting with the most recent quarter: 465%, 546%, N/A (FCF was negative in year-ago period), and 634%.13. Wall Street expects strong profit growth over the next 5 yearsAs of June 7, Wall Street projects that Nvidia will grow adjusted EPS at an average annual rate of 46.5% over the next five years.14. Nvidia nearly always beats Wall Street's expectationsNvidia nearly always beats Wall Street's quarterly earnings estimates -- and oftentimes, by a lot. In the prior four quarters, the company's adjusted EPS has exceeded the analyst consensus estimate by percentages ranging from 10% to 29%.If this dynamic continues, Nvidia's CAGR over the next five years will be higher than the 46.5% that analysts now expect.15. The stock's valuation is reasonableAt Friday's closing price, Nvidia stock is priced at 44.6 times forward estimated earnings. In a vacuum, this is a high valuation. But it's reasonable for a company that Wall Street expects to grow adjusted EPS 109% this fiscal year and at an average annual rate of 46.5% over the next five years. Moreover, analysts are likely underestimating its growth potential, as covered above.16. It's much more profitable than its main competitors and peersCompanyGAAP Profit Margin (TTM)Nvidia53.4%Advanced Micro Devices4.9%Intel7.4%Qualcomm23%Broadcom29.9%List is not all-inclusive. Data sources: YCharts and finviz.com. GAAP = generally accepted accounting principles. TTM= trailing 12 months.17. It's reportedly forming a custom chip business unitSources have reported and signs suggest that Nvidia is forming a custom chip business unit so that it can capture some of the custom chip development work for big tech companies that currently goes to chipmakers such as Broadcom. The new unit will reportedly help companies design custom chips for AI and other applications.18. It's the largest supplier of graphics cards for gamingGaming is Nvidia's second largest market platform, accounting for 10% of its revenue in its most recent quarter. The company is the world's largest supplier of graphics cards for computer gaming. In the first quarter of 2024, it had an 88% share of the desktop discrete GPU market, according to Jon Peddie Research. AMD and Intel had a 12% and less than 1% share, respectively.19. PC gaming market is projected to continue its solid growthIn 2023, the global personal computer (PC) gaming market generated about $80.3 billion in revenue, according to Statista, which projects this market will be worth $141.9 billion in 2028. That equates to a CAGR of about 12.1%.20. Nvidia generates some recurring revenueNvidia has relatively recently begun launching software and service offerings that generate recurring revenue. In February, CFO Kress said that in fiscal Q4 the company's software and services offerings reached an annualized revenue run rate of $1 billion.21. Its revenue should get a big boost when driverless vehicles become legalNvidia's revenue should get a big boost when driverless vehicles become legal across the U.S. and world. Hundreds of vehicle manufacturers, tier 1 suppliers, and others are developing on the company's autonomous vehicle AI computing platform, DRIVE.When Nvidia's partners use its DRIVE platform in production vehicles, they need to buy a DRIVE AI computer for each vehicle. Its big-name partners include luxury vehicle maker Mercedes-Benz and electric vehicle (EV) giant BYD.22. Its sovereign AI business has multibillion-dollar potentialNations and other sovereign entities have relatively recently begun using Nvidia's technology to build their own sovereign AI cloud services. The \"sovereign AI infrastructure market represents a multibillion-dollar opportunity over the next few years,\" CFO Kress said last November on the company's fiscal Q3 2024 earnings call.23. It just ramped up its robotics initiativesIn March, Nvidia introduced it Project GR00T (Generalist Robot 00 Technology) AI foundation model for humanoid robots and major updates to its Isaac robotics platform.24. Its balance sheet is in solid shapeAt the end of the last quarter, Nvidia had cash and cash equivalents of $7.6 billion and long-term debt of $8.5 billion.25. Employes really like working for NvidiaOn Glassdoor.com, Nvidia employees and former employees give the company an overall rating of 4.6 stars (on a scale of 1 to 5), as of June 7. Employee satisfaction is particularly important for companies in the technology realm, as there is a limited amount of top tech talent. Nvidia's rating is the highest of all the so-called Big Tech companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":315578964848680,"gmtCreate":1718077072282,"gmtModify":1718082175721,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> No","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> No","text":"$Tesla Motors(TSLA)$ No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315578964848680","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315405706428496,"gmtCreate":1718034794082,"gmtModify":1718035056668,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315405706428496","repostId":"2442248812","repostType":2,"repost":{"id":"2442248812","kind":"highlight","pubTimestamp":1718033742,"share":"https://ttm.financial/m/news/2442248812?lang=&edition=fundamental","pubTime":"2024-06-10 23:35","market":"sg","language":"en","title":"Nvidia: A $5 Trillion Market Cap Is Within Reach","url":"https://stock-news.laohu8.com/highlight/detail?id=2442248812","media":"seekingalpha","summary":"Nvidia continues to dominate the AI chips industry, expanding its market share to a staggering 88% in the GPU industry in calendar Q1 2024.The company continues to cement its position in the market, a","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia continues to dominate the AI chips industry, expanding its market share to a staggering 88% in the GPU industry in calendar Q1 2024.</p></li><li><p>The company continues to cement its position in the market, and its brand-new Blackwell platform will likely help it exercise even more pricing power.</p></li><li><p>Demand for GPUs is surging as recent news suggests that Taiwan Semiconductor is struggling to meet chip production needs.</p></li><li><p>My valuation analysis suggests that Nvidia&#39;s fair value is close to $5 trillion, which is 62% higher than its current market cap.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b03877646adf7f8e7fd7cce2f119d47\" tg-width=\"750\" tg-height=\"500\"/></p><p>JasonDoiy</p><p></p><h2 id=\"id_1754069657\">Investment thesis</h2><p>My previous bullish thesis about NVIDIA (NASDAQ:NVDA) aged well, as the stock gained 37% since early March, by far outperforming the broader market. The company released its quarterly results a couple of weeks ago and several other developments happened as well, which I want to discuss in my new analysis.</p><p>The competition in GPU&#39;s looks dead after NVDA&#39;s market share in GPU moved closer to 90% after all the largest semiconductor stocks published their Q1 earnings. NVDA continues cementing its intact position in AI chipsets industry with the recent release of the Blackwell platform. This will likely be substantially higher priced than H100, meaning immense pricing power. The demand for AI chips will also likely remain higher for longer as technological companies continue their fierce fight and ramp up investments in data centers. Strong demand together with unmatched pricing power is a massive mix of catalysts to drive further revenue growth and profitability expansion.</p><p>The stock will see a 10-for-1 stock split today, which will highly likely help to attract new investors. I think that all these favorable factors will help NVDA its rally, as my valuation analysis indicates that the business&#39;s fair value is close to $5 trillion, representing a 62% upside potential. All in all, I reiterate my &#34;Strong Buy&#34; rating for NVDA.</p><h2 id=\"id_1549592395\">Recent developments</h2><p>Nvidia released its latest quarterly earnings on May 22, significantly surpassing consensus estimates. Revenue grew by 262% YoY and the adjusted EPS almost sextupled. Nvidia&#39;s latest earnings show accelerating momentum in the AI revolution, and the company is certainly the biggest beneficiary of this trend.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6815ffc3adebb23568b4675d57f3c664\" tg-width=\"579\" tg-height=\"200\"/></p><p>Seeking Alpha</p><p></p><p>I say that Nvidia is the greatest beneficiary of the AI-driven boom in demand for chips because after fiscal Q1 earnings release, the company became the world&#39;s number one semiconductor company by revenue on a TTM basis. In 2020 Nvidia was far from joining top-3 from revenue perspective, lagging far behind Broadcom (AVGO), Taiwan Semiconductor (TSM), and Intel (INTC).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6256a9c00b482fdf163d1d18b2eea13\" tg-width=\"635\" tg-height=\"490\"/></p><p>Data by YCharts</p><p></p><p>The operating margin more than doubled on a YoY basis, from 30% to 65%. Massive operating leverage allowed Nvidia to quadruple its levered free cash flow [FCF] in Q1, from $3 billion to $12 billion. As a result, Nvidia&#39;s total cash grew sequentially from $25.9 billion to $31.4 billion. Total debt of $11 billion is immaterial compared to the company&#39;s almost $3 trillion market cap.</p><p>Innovation is crucial in semiconductors and having more advanced technologies in GPU enabled NVDA to almost monopolize the industry. Therefore, another crucial bullish sign is that Nvidia&#39;s financial strength is far above its major GPU rivals, Intel and AMD (AMD). Intel is in a deep net debt position and has a below one covered ratio. AMD&#39;s balance sheet is much cleaner compared to INTC, but its cash pile is five times smaller than Nvidia&#39;s. Therefore, it is apparent that Nvidia has much more potential to reinvest in R&amp;D than rivals.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c1c8634e928af2b8fbe523f732b4d19\" tg-width=\"640\" tg-height=\"378\"/></p><p>Seeking Alpha</p><p></p><p>And the company indeed converts its unparalleled financial position into new jaw-dropping products. At the GTC 2024 conference, Jensen Huang presented the new Blackwell chip family. According to the source, the new platform performs AI tasks at more than twice the speed of Nvidia&#39;s current Hopper chips, while using less energy and providing more bespoke flexibility. Analysts expect the new chip family to be around 40% pricier than the current range for H100. This indicates Nvidia&#39;s massive pricing power and that competitors&#39; offerings are nowhere near close to Blackwell in terms of technology. In my opinion, this new release helps in cementing Nvidia&#39;s leadership in GPU for AI. By the way, NVDA&#39;s market share in the GPU add-in-board market expanded to a staggering 88% after calendar Q1 2024, indicating that the competition is likely dead, in my opinion. That said, NVDA commands almost a 90% market share in the market, which is projected to reach $773 billion by 2032.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/901f9f7bc6b30de35165d6bcc3f332fc\" tg-width=\"409\" tg-height=\"370\"/></p><p>JPR</p><p></p><p>Any company&#39;s top line in most cases is driven by only two variables: the selling price and the selling volume. In the previous paragraph I described why pricing will be favorable for Nvidia, now let me talk about the demand side. As the fierce AI fight between the most technologically advanced companies continues, all hyperscalers are ramping up their investments in AI. It is widely known that Amazon (AMZN), Microsoft (MSFT), and Google (GOOGL) all plan to invest hundreds of billions of dollars in building data centers across the world in the next ten years.</p><p>Also, there are other companies beyond this big three that boost the demand for Nvidia&#39;s GPUs. Elon Musk&#39;s xAI startup develops a large language model [LLM] called Grok. According to Mr. Musk, the LLM will require around 100,000 Nvidia&#39;s H100 chips to train. Another Elon Musk&#39;s company, Tesla (TSLA) also bets on AI heavily and its full-self driving [FSD] technology will also likely require 50,000 more H100 chips this year.</p><p>The fact that the demand for AI chips is strong is underscored by the information that Taiwan Semiconductor struggles to keep up with AI processor demand. Generative AI is a young technology and only scratches the surface, but it already helps people to save loads of hours per week to automate completing routine tasks. As generative AI pioneers continue investing billions in the technology, we can expect more sophisticated applications of AI-powered tools, which will help to &#34;accelerate every workload possible&#34;. We already see how AI capabilities are expanding to enterprise users&#39; world, which is evident from the Nvidia&#39;s partnership with SAP (SAP). The partnership aims to Accelerate Generative AI Adoption Across Enterprise Applications Powering Global Industries.</p><p>The last, but not least, highly likely strong positive catalyst is a 10-for-1 split. When a stock trades at such a high price per share, it limits the ability of some low-deposit retail investors to buy it. Therefore, splitting the current above-$1000 share by ten times will likely help attract more investors. Trading is expected to commence on a split-adjusted basis at the open on June 10.</p><h2 id=\"id_1437434562\">Valuation update</h2><p>As usual, let me start with looking at valuation ratios. NVDA traditionally has the lowest possible &#34;F&#34; valuation grade for Seeking Alpha Quant because its multiples are far above the sector median. On the other hand, NVDA is a company with unique positioning in the AI revolution. Therefore, comparing to the sector median is not fair enough. It is better to look at NVDA&#39;s current multiples compared to historical ones. From this perspective, the stock looks attractively valued. Moreover, from the P/E and P/Cash flow ratios perspective, NVDA looks notably cheaper than AMD. I am not including INTC in my comparison of valuation ratios because one of the above screenshots suggests that its market share in GPUs is close to zero, meaning that at the moment it cannot be considered a significant player in the most thriving segment of the semiconductor industry.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c2bb9533c3421195ed6714987fc7b78e\" tg-width=\"571\" tg-height=\"479\"/></p><p>Seeking Alpha</p><p></p><p>The upside potential that I forecasted in the previous thesis was 34%, meaning that the stock surpassed the target and I have to update my discounted cash flow [DCF] model in line with the changing landscape.</p><p>I am not relying on consensus forecasts projecting a 14% CAGR for the topline. I think that this CAGR is unfairly low because the GPU market is projected to compound with a 31.5% CAGR by 2032.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e2249196fa4d94d712ce84b4c1421\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><p></p><p>Of course, the rule of big numbers will apparently start working against NVDA sooner or later. Moreover, AMD and Intel continue to invest billions in R&amp;D, which means that there is a risk of losing market share. I think that implementing a 5% haircut to the industry CAGR is conservative enough for my base case scenario. That said, I use a 26.5% revenue CAGR. Moreover, let us not forget that NVDA will highly likely reinvest its substantial profits into new ventures and growth drivers will likely expand far beyond AI applications. NVDA&#39;s historically high ROIC gives high confidence in the company&#39;s ability to unlock new profitable revenue growth drivers over time.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d9582eb237580bb6ed67395abdb01a67\" tg-width=\"640\" tg-height=\"593\"/></p><p>Seeking Alpha</p><p></p><p>The TTM FCF ex-SBC margin is 31.6%. The level is high, and it will be quite difficult to expand at a rapid pace further. However, with NVDA&#39;s strong pricing power for GPUs, I think that a 50 basis points yearly FCF expansion is doable. My confidence in NVDA&#39;s ability to further expand its free cash flow margin is also backed by the EPS forecast from Wall Street analysts indicated above. The EPS is expected to triple over the next decade, which equals to a 12% CAGR for the bottom line.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bd70763822aecc83c796be7377a6a09\" tg-width=\"640\" tg-height=\"249\"/></p><p>Author&#39;s calculations</p><p></p><p>With a 26.5% revenue CAGR, the business&#39;s fair value is not far from $5 trillion [in relative terms]. My fair value estimate is 62% higher than the current market cap, meaning that the upside potential is still immense.</p><p>NVDA bears will likely destroy me in comments for a 26.5% revenue CAGR. Therefore, I want to simulate the second scenario with a 10% haircut to the projected GPU industry growth, i.e., will use a 21.5% revenue CAGR. All other assumptions are untouched.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6148fc2d57ba3dc276a9f0ca2f709f1b\" tg-width=\"640\" tg-height=\"244\"/></p><p>Author&#39;s calculations</p><p></p><p>As shown in the second scenario, even with a 21.5% revenue CAGR, NVDA&#39;s fair capitalization is $3.4 trillion higher than the current one. There is a 16% upside potential left under my conservative scenario.</p><h2 id=\"id_2803968348\">Risks update</h2><p>NVDA holds a massive 88% market share in GPUs, which makes it almost a monopoly. The industry is thriving, and the chip war between the U.S. and China suggests that it is the matter of the national security. Therefore, there is a significant risk that NVDA will face much more antitrust scrutiny. According to Reuters, the U.S. already sets the stage for antitrust probes into all the hottest AI-exposed companies, including NVDA, MSFT, and OpenAI. While increased antitrust scrutiny does not equal disruption to the company&#39;s operations, it might cool the market&#39;s sentiment for NVDA, which will not help in the rally continuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20f56801e2404bc93e90848d1eb1a6ed\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p></p><p>It seems that a $3 trillion market cap is a strong psychological level for the stock market, I would even call it a resistance level. None of the companies in history was able to grow its market cap far above $3 trillion, and I think that this might be a struggle for NVDA&#39;s share price over the short term. Share price growth is never linear and before heading towards a $4 trillion and $5 trillion market cap the stock might see a temporary pullback.</p><p>Potential adverse developments in the macro environment are always a risk for any business, and NVDA is not an exception. The global economic growth is expected to slow down in 2024, and energy prices are still relatively high as OPEC members extend oil output cuts into 2025.</p><p>Macroeconomic uncertainty might adversely affect the share price. However, from a fundamental perspective, I believe that NVDA&#39;s earnings might be protected from macroeconomic downturns because generative AI will likely help businesses boost productivity. Workloads optimization will help enterprises to drive down costs over the long term, which means that investments in generative AI capabilities will likely not suffer much from a potential economic downturn.</p><p>Since NVDA outsources manufacturing to TSM&#39;s foundries, complicated geopolitical condition around China-Taiwan is also a risk. However, I do not consider this risk substantial after Joe Biden&#39;s recent reminder that the U.S. might use its forces to protect Taiwan in case of a Chinese invasion. In my opinion, public support from the president of the country with the most powerful military in the world is a big factor why military conflict between China and Taiwan is very unlikely to happen.</p><h2 id=\"id_2868397744\">Bottom line</h2><p>To conclude, NVDA is still a &#34;Strong Buy&#34;. Bears might call me crazy, but I have high conviction that the stock is still significantly undervalued. There are numerous catalysts to remain firmly bullish, as the company is uniquely positioned in the AI chips industry. The company&#39;s revenue growth and profitability expansion amid the current AI boom is unmatched. This stellar growth is powered by vast pricing power and extremely high demand for the company&#39;s AI chips. NVDA continued cementing its technological edge by releasing its Blackwell platform, which will likely be priced 40% higher than current offerings. That said, NVDA is well positioned to absorb accelerated spending in data centers and supercomputers by giants like AMZN, MSFT, GOOGL, and TSLA.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: A $5 Trillion Market Cap Is Within Reach</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: A $5 Trillion Market Cap Is Within Reach\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-10 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4698341-nvidia-stock-5-trillion-market-cap-is-within-reach><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia continues to dominate the AI chips industry, expanding its market share to a staggering 88% in the GPU industry in calendar Q1 2024.The company continues to cement its position in the market, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4698341-nvidia-stock-5-trillion-market-cap-is-within-reach\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4099":"汽车制造商","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4529":"IDC概念","BK4528":"SaaS概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4516":"特朗普概念","BK4515":"5G概念","NVDA":"英伟达","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4507":"流媒体概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4525":"远程办公概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4524":"宅经济概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4503":"景林资产持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4551":"寇图资本持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4698341-nvidia-stock-5-trillion-market-cap-is-within-reach","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2442248812","content_text":"Nvidia continues to dominate the AI chips industry, expanding its market share to a staggering 88% in the GPU industry in calendar Q1 2024.The company continues to cement its position in the market, and its brand-new Blackwell platform will likely help it exercise even more pricing power.Demand for GPUs is surging as recent news suggests that Taiwan Semiconductor is struggling to meet chip production needs.My valuation analysis suggests that Nvidia's fair value is close to $5 trillion, which is 62% higher than its current market cap.JasonDoiyInvestment thesisMy previous bullish thesis about NVIDIA (NASDAQ:NVDA) aged well, as the stock gained 37% since early March, by far outperforming the broader market. The company released its quarterly results a couple of weeks ago and several other developments happened as well, which I want to discuss in my new analysis.The competition in GPU's looks dead after NVDA's market share in GPU moved closer to 90% after all the largest semiconductor stocks published their Q1 earnings. NVDA continues cementing its intact position in AI chipsets industry with the recent release of the Blackwell platform. This will likely be substantially higher priced than H100, meaning immense pricing power. The demand for AI chips will also likely remain higher for longer as technological companies continue their fierce fight and ramp up investments in data centers. Strong demand together with unmatched pricing power is a massive mix of catalysts to drive further revenue growth and profitability expansion.The stock will see a 10-for-1 stock split today, which will highly likely help to attract new investors. I think that all these favorable factors will help NVDA its rally, as my valuation analysis indicates that the business's fair value is close to $5 trillion, representing a 62% upside potential. All in all, I reiterate my \"Strong Buy\" rating for NVDA.Recent developmentsNvidia released its latest quarterly earnings on May 22, significantly surpassing consensus estimates. Revenue grew by 262% YoY and the adjusted EPS almost sextupled. Nvidia's latest earnings show accelerating momentum in the AI revolution, and the company is certainly the biggest beneficiary of this trend.Seeking AlphaI say that Nvidia is the greatest beneficiary of the AI-driven boom in demand for chips because after fiscal Q1 earnings release, the company became the world's number one semiconductor company by revenue on a TTM basis. In 2020 Nvidia was far from joining top-3 from revenue perspective, lagging far behind Broadcom (AVGO), Taiwan Semiconductor (TSM), and Intel (INTC).Data by YChartsThe operating margin more than doubled on a YoY basis, from 30% to 65%. Massive operating leverage allowed Nvidia to quadruple its levered free cash flow [FCF] in Q1, from $3 billion to $12 billion. As a result, Nvidia's total cash grew sequentially from $25.9 billion to $31.4 billion. Total debt of $11 billion is immaterial compared to the company's almost $3 trillion market cap.Innovation is crucial in semiconductors and having more advanced technologies in GPU enabled NVDA to almost monopolize the industry. Therefore, another crucial bullish sign is that Nvidia's financial strength is far above its major GPU rivals, Intel and AMD (AMD). Intel is in a deep net debt position and has a below one covered ratio. AMD's balance sheet is much cleaner compared to INTC, but its cash pile is five times smaller than Nvidia's. Therefore, it is apparent that Nvidia has much more potential to reinvest in R&D than rivals.Seeking AlphaAnd the company indeed converts its unparalleled financial position into new jaw-dropping products. At the GTC 2024 conference, Jensen Huang presented the new Blackwell chip family. According to the source, the new platform performs AI tasks at more than twice the speed of Nvidia's current Hopper chips, while using less energy and providing more bespoke flexibility. Analysts expect the new chip family to be around 40% pricier than the current range for H100. This indicates Nvidia's massive pricing power and that competitors' offerings are nowhere near close to Blackwell in terms of technology. In my opinion, this new release helps in cementing Nvidia's leadership in GPU for AI. By the way, NVDA's market share in the GPU add-in-board market expanded to a staggering 88% after calendar Q1 2024, indicating that the competition is likely dead, in my opinion. That said, NVDA commands almost a 90% market share in the market, which is projected to reach $773 billion by 2032.JPRAny company's top line in most cases is driven by only two variables: the selling price and the selling volume. In the previous paragraph I described why pricing will be favorable for Nvidia, now let me talk about the demand side. As the fierce AI fight between the most technologically advanced companies continues, all hyperscalers are ramping up their investments in AI. It is widely known that Amazon (AMZN), Microsoft (MSFT), and Google (GOOGL) all plan to invest hundreds of billions of dollars in building data centers across the world in the next ten years.Also, there are other companies beyond this big three that boost the demand for Nvidia's GPUs. Elon Musk's xAI startup develops a large language model [LLM] called Grok. According to Mr. Musk, the LLM will require around 100,000 Nvidia's H100 chips to train. Another Elon Musk's company, Tesla (TSLA) also bets on AI heavily and its full-self driving [FSD] technology will also likely require 50,000 more H100 chips this year.The fact that the demand for AI chips is strong is underscored by the information that Taiwan Semiconductor struggles to keep up with AI processor demand. Generative AI is a young technology and only scratches the surface, but it already helps people to save loads of hours per week to automate completing routine tasks. As generative AI pioneers continue investing billions in the technology, we can expect more sophisticated applications of AI-powered tools, which will help to \"accelerate every workload possible\". We already see how AI capabilities are expanding to enterprise users' world, which is evident from the Nvidia's partnership with SAP (SAP). The partnership aims to Accelerate Generative AI Adoption Across Enterprise Applications Powering Global Industries.The last, but not least, highly likely strong positive catalyst is a 10-for-1 split. When a stock trades at such a high price per share, it limits the ability of some low-deposit retail investors to buy it. Therefore, splitting the current above-$1000 share by ten times will likely help attract more investors. Trading is expected to commence on a split-adjusted basis at the open on June 10.Valuation updateAs usual, let me start with looking at valuation ratios. NVDA traditionally has the lowest possible \"F\" valuation grade for Seeking Alpha Quant because its multiples are far above the sector median. On the other hand, NVDA is a company with unique positioning in the AI revolution. Therefore, comparing to the sector median is not fair enough. It is better to look at NVDA's current multiples compared to historical ones. From this perspective, the stock looks attractively valued. Moreover, from the P/E and P/Cash flow ratios perspective, NVDA looks notably cheaper than AMD. I am not including INTC in my comparison of valuation ratios because one of the above screenshots suggests that its market share in GPUs is close to zero, meaning that at the moment it cannot be considered a significant player in the most thriving segment of the semiconductor industry.Seeking AlphaThe upside potential that I forecasted in the previous thesis was 34%, meaning that the stock surpassed the target and I have to update my discounted cash flow [DCF] model in line with the changing landscape.I am not relying on consensus forecasts projecting a 14% CAGR for the topline. I think that this CAGR is unfairly low because the GPU market is projected to compound with a 31.5% CAGR by 2032.Data by YChartsOf course, the rule of big numbers will apparently start working against NVDA sooner or later. Moreover, AMD and Intel continue to invest billions in R&D, which means that there is a risk of losing market share. I think that implementing a 5% haircut to the industry CAGR is conservative enough for my base case scenario. That said, I use a 26.5% revenue CAGR. Moreover, let us not forget that NVDA will highly likely reinvest its substantial profits into new ventures and growth drivers will likely expand far beyond AI applications. NVDA's historically high ROIC gives high confidence in the company's ability to unlock new profitable revenue growth drivers over time.Seeking AlphaThe TTM FCF ex-SBC margin is 31.6%. The level is high, and it will be quite difficult to expand at a rapid pace further. However, with NVDA's strong pricing power for GPUs, I think that a 50 basis points yearly FCF expansion is doable. My confidence in NVDA's ability to further expand its free cash flow margin is also backed by the EPS forecast from Wall Street analysts indicated above. The EPS is expected to triple over the next decade, which equals to a 12% CAGR for the bottom line.Author's calculationsWith a 26.5% revenue CAGR, the business's fair value is not far from $5 trillion [in relative terms]. My fair value estimate is 62% higher than the current market cap, meaning that the upside potential is still immense.NVDA bears will likely destroy me in comments for a 26.5% revenue CAGR. Therefore, I want to simulate the second scenario with a 10% haircut to the projected GPU industry growth, i.e., will use a 21.5% revenue CAGR. All other assumptions are untouched.Author's calculationsAs shown in the second scenario, even with a 21.5% revenue CAGR, NVDA's fair capitalization is $3.4 trillion higher than the current one. There is a 16% upside potential left under my conservative scenario.Risks updateNVDA holds a massive 88% market share in GPUs, which makes it almost a monopoly. The industry is thriving, and the chip war between the U.S. and China suggests that it is the matter of the national security. Therefore, there is a significant risk that NVDA will face much more antitrust scrutiny. According to Reuters, the U.S. already sets the stage for antitrust probes into all the hottest AI-exposed companies, including NVDA, MSFT, and OpenAI. While increased antitrust scrutiny does not equal disruption to the company's operations, it might cool the market's sentiment for NVDA, which will not help in the rally continuation.Data by YChartsIt seems that a $3 trillion market cap is a strong psychological level for the stock market, I would even call it a resistance level. None of the companies in history was able to grow its market cap far above $3 trillion, and I think that this might be a struggle for NVDA's share price over the short term. Share price growth is never linear and before heading towards a $4 trillion and $5 trillion market cap the stock might see a temporary pullback.Potential adverse developments in the macro environment are always a risk for any business, and NVDA is not an exception. The global economic growth is expected to slow down in 2024, and energy prices are still relatively high as OPEC members extend oil output cuts into 2025.Macroeconomic uncertainty might adversely affect the share price. However, from a fundamental perspective, I believe that NVDA's earnings might be protected from macroeconomic downturns because generative AI will likely help businesses boost productivity. Workloads optimization will help enterprises to drive down costs over the long term, which means that investments in generative AI capabilities will likely not suffer much from a potential economic downturn.Since NVDA outsources manufacturing to TSM's foundries, complicated geopolitical condition around China-Taiwan is also a risk. However, I do not consider this risk substantial after Joe Biden's recent reminder that the U.S. might use its forces to protect Taiwan in case of a Chinese invasion. In my opinion, public support from the president of the country with the most powerful military in the world is a big factor why military conflict between China and Taiwan is very unlikely to happen.Bottom lineTo conclude, NVDA is still a \"Strong Buy\". Bears might call me crazy, but I have high conviction that the stock is still significantly undervalued. There are numerous catalysts to remain firmly bullish, as the company is uniquely positioned in the AI chips industry. The company's revenue growth and profitability expansion amid the current AI boom is unmatched. This stellar growth is powered by vast pricing power and extremely high demand for the company's AI chips. NVDA continued cementing its technological edge by releasing its Blackwell platform, which will likely be priced 40% higher than current offerings. That said, NVDA is well positioned to absorb accelerated spending in data centers and supercomputers by giants like AMZN, MSFT, GOOGL, and TSLA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315385921871952,"gmtCreate":1718029963868,"gmtModify":1718030318147,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Back in stock market for Nvidia![Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Back in stock market for Nvidia![Miser]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ Back in stock market for Nvidia![Miser]","images":[{"img":"https://community-static.tradeup.com/news/dd693f8eb0c439953d761dd46cb3251f","width":"648","height":"1088"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315385921871952","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368294121456024,"gmtCreate":1730964375239,"gmtModify":1731641772872,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Trump[Eye]&nbsp;&nbsp;","listText":"Trump[Eye]&nbsp;&nbsp;","text":"Trump[Eye]","images":[{"img":"https://community-static.tradeup.com/news/343d5dd0c2431b6a5d2bcf8a2a49179b","width":"1206","height":"543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368294121456024","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":351301401051192,"gmtCreate":1726789408649,"gmtModify":1726789411938,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351301401051192","repostId":"1150933415","repostType":4,"repost":{"id":"1150933415","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":1726787568,"share":"https://ttm.financial/m/news/1150933415?lang=&edition=fundamental","pubTime":"2024-09-20 07:12","market":"us","language":"en","title":"Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut","url":"https://stock-news.laohu8.com/highlight/detail?id=1150933415","media":"Tiger Newspress","summary":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment l","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Post-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut</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\">\nPost-Bell｜Dow, S&P 500 Hit Records While Tesla, Nvidia Lead Nasdaq to One of Best Days of 2024 After Fed Rate Cut\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-09-20 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9493100af2464dd5887f55dc2aa7ca1\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.</p><p style=\"text-align: start;\">The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&amp;P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. </p><p>Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6fc3f6155b7d2c88545d4a409cfbb929\" title=\"\" tg-width=\"946\" tg-height=\"150\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong>Tesla</strong> jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.</p><p><strong>Nvidia</strong> rose 4%, <strong>Micron Technology</strong> was up 2.2%, <strong>Advanced Micro Devices</strong> rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.</p><p>Shares of <strong>FedEx Corp</strong>. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued &#34;weaker-than-expected&#34; shipping demand.</p><p>Shares of <strong>Nike Inc.</strong> rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company&#39;s stock price and months of subdued demand for its products.</p><p><strong>Enphase Energy</strong> fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.</p><p><strong>Mobileye Global</strong> rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.</p><p><strong>Progyny,</strong> which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.</p><p><strong>Darden Restaurants</strong>, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.</p><p><strong>DoorDash</strong> was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.</p><h2 id=\"id_3378142872\">Market News</h2><p><strong>Biden expects Fed to continue cutting interest rates</strong></p><p>U.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.</p><p>Biden used an Economic Club of Washington event with 500 guests to promote his administration&#39;s policies to bring down inflation after the COVID-19 pandemic and Russia&#39;s invasion of Ukraine, issues that have driven voters&#39; anxiety.</p><p><strong>Disney to Stop Using Slack Following Hack That Exposed Company Data</strong></p><p>Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.</p><p>The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150933415","content_text":"The Federal Reserve’s big rate cut sparked a furious global rally in stocks as traders bid up technology shares and other risky assets in a bet that lower borrowing costs will help keep unemployment low without reigniting inflation.The rally was a delayed yet emphatic response to the central bank’s decision Wednesday to cut interest rates by a half percentage point that pushed the S&P 500 to its first record high since mid-July and the Dow to close above 42000 points for the first time. Led by a 7.4% gain in shares of Tesla and a 4% jump in Nvidia, the Nasdaq rose 2.5% on Thursday, its fourth-sharpest rally of 2024. The biggest gain of the year for the tech-heavy index was a 3% increase on Feb. 22.Market SnapshotThe S&P 500 climbed 1.70% to end the session at 5,713.64 points, its highest close ever. The Nasdaq gained 2.51% to 18,013.98 points, while the Dow Jones Industrial Average rose 1.26% to 42,025.19 points.Market MoversTesla jumped 7.4%. Lower interest rates make cars, which tend to be bought with financing, more affordable, reducing pressure to cut prices and boosting demand.Nvidia rose 4%, Micron Technology was up 2.2%, Advanced Micro Devices rose 5.7%, and Broadcom gained 3.9% as chip makers jumped after the Fed slashed rates.Shares of FedEx Corp. tumbled 11% after hours on Thursday after the package-delivery giant tempered its full fiscal-year outlook amid continued \"weaker-than-expected\" shipping demand.Shares of Nike Inc. rallied 7% after hours on Thursday after the sneaker and athletic-wear maker said that company veteran Elliott Hill would replace John Donahoe as its chief executive next month - a change that follows a slump in the company's stock price and months of subdued demand for its products.Enphase Energy fell 2%, and First Solar fell 0.6% after the Fed cut interest rates, even though solar companies are seen as beneficiaries of lower borrowing costs. Demand for solar products took a hit amid an environment of higher rates.Mobileye Global rose 15% after Intel said it currently has no plans to sell a majority interest in the autonomous-driving company. Intel was up 1.8%.Progyny, which handles fertility-care-insurance coverage for employers, plunged 33% after the company said in a regulatory filing that it was notified by a “significant” client that the client will be terminating a services agreement, effective Jan. 1. The client accounted for about 670,000 members as of June 30, and made up 12% of Progyny’s revenue for the first six months of the year. Progyny continues to anticipate an increase in its overall member count in 2025.Darden Restaurants, the parent company of Olive Garden and LongHorn Steakhouse, rose 8.3% after backing guidance for fiscal 2025 adjusted profit of $9.40 to $9.60 a share even as fiscal first-quarter earnings were lower than expected. Darden also announced a delivery deal with Uber Technologies.DoorDash was up 3.6% to $137.29. Analysts at BTIG upgraded shares of the food-delivery company to Buy from Neutral with a price target of $155.Market NewsBiden expects Fed to continue cutting interest ratesU.S. President Joe Biden said on Thursday he expects the Federal Reserve to continue cutting interest rates and vowed that his administration would keep working to lower costs for Americans.Biden used an Economic Club of Washington event with 500 guests to promote his administration's policies to bring down inflation after the COVID-19 pandemic and Russia's invasion of Ukraine, issues that have driven voters' anxiety.Disney to Stop Using Slack Following Hack That Exposed Company DataDisney plans to transition away from its use of Slack as a companywide workplace collaboration system, a move that comes after a hacking entity stole and leaked online more than a terabyte of company data.The company’s Chief Financial Officer Hugh Johnston announced the planned change in an internal memo this week, saying most of Disney’s businesses would stop using the service later this year. Many teams at the company had already started to transition to “streamlined enterprise-wide collaboration tools,” said the memo, which was reviewed by The Wall Street Journal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350709928276280,"gmtCreate":1726646205349,"gmtModify":1726646209064,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350709928276280","repostId":"2468506993","repostType":4,"repost":{"id":"2468506993","kind":"highlight","pubTimestamp":1726637794,"share":"https://ttm.financial/m/news/2468506993?lang=&edition=fundamental","pubTime":"2024-09-18 13:36","market":"fut","language":"en","title":"You Won't Believe What Larry Ellison and Elon Musk Said to Nvidia CEO Jensen Huang","url":"https://stock-news.laohu8.com/highlight/detail?id=2468506993","media":"Motley Fool","summary":"Three billionaires walked into a Nobu, and two of them begged the other for something money can't buy right now.","content":"<html><head></head><body><ul style=\"\"><li><p>Recently, Oracle chief Larry Ellison shared some insights about demand in artificial intelligence.</p></li><li><p>He recalled a dinner where he and Elon Musk begged Nvidia&#39;s CEO for more data center chips.</p></li><li><p>Ellison&#39;s comments bode very well for Nvidia&#39;s future revenue -- and stock price.</p></li></ul><p>Larry Ellison is the chairman of <strong>Oracle </strong>(ORCL), which is currently building some of the fastest and most cost efficient data centers in the world for developing artificial intelligence (AI). Elon Musk, on the other hand, runs <strong>Tesla </strong>(TSLA), which is building AI-powered self-driving software for its electric vehicles. He also runs SpaceX, X (formerly Twitter), and a new AI start-up called xAI.</p><p>Ellison and Musk need <em>tens of thousands </em>of graphics processors (GPUs) for their data centers in order to bring AI to life, and <strong>Nvidia </strong>(NVDA) supplies the best chips in the industry.</p><p>At Oracle&#39;s financial analyst meeting on Sept. 12, Ellison told the audience that he and Musk recently went to dinner with Nvidia CEO Jensen Huang at the Nobu restaurant in Palo Alto. The two, who are among the richest people on Earth, found themselves begging Huang for something money simply can&#39;t buy at the moment. Here&#39;s how it went down.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a586279c97cfc999a8b53bbbcefbea7\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_3207630339\">The arms race for GPUs</h2><p>Oracle currently has 162 data centers either live or under construction, but it believes that number could eventually top 2,000 because the demand for computing power from AI developers is soaring. Some of Oracle&#39;s largest data centers feature clusters of more than 32,000 GPUs, but next year the company will offer a cluster of 131,072 GPUs from Nvidia&#39;s latest Blackwell lineup.</p><p>Oracle designed unique RDMA (random direct memory access) networking technology that can move data from one point to another more quickly than traditional Ethernet networks, and since developers pay for computing power by the minute, this can significantly reduce costs. That&#39;s why leading AI start-ups like OpenAI, Cohere, and even Musk&#39;s xAI are using Oracle&#39;s infrastructure.</p><p>In its recent fiscal 2025 first quarter (ended July 31), the Oracle Cloud Infrastructure (OCI) segment generated $2.2 billion in revenue, a whopping 45% jump from the year-ago period. However, it could be growing even faster if not for supply constraints -- in other words, Oracle simply can&#39;t get its hands on enough GPUs for its data centers.</p><p>Not only is Oracle battling other cloud giants like <strong>Microsoft</strong>, <strong>Amazon</strong>, and <strong>Alphabet</strong> for GPU allocations from Nvidia, but tech companies like Tesla and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> are also soaking up supply to develop AI for their own purposes. Tesla is trying to bring a cluster of 50,000 GPUs online this year to enhance its self-driving software, which requires a substantial amount of computing power.</p><p>Meta, on the other hand, used around 16,000 of Nvidia&#39;s flagship H100 GPUs to train its Llama 3.1 large language model (LLM), but the company plans to increase its capacity to a mind-boggling 600,000 H100 equivalents by the end of this year. That will pave the way for Llama 4, which CEO Mark Zuckerberg says could set the benchmark for the industry in 2025.</p><h2 id=\"id_2371472920\">Ellison and Musk are begging for more GPUs</h2><blockquote><p>Please take our money ... take more of it. You&#39;re not taking enough. ... We need you to take more of our money. Please.</p><p>-- Ellison&#39;s and Musk&#39;s comments to Jensen Huang over dinner, according to Ellison.</p></blockquote><p>Ellison and Musk were practically begging Huang for more GPUs, but no amount of money in the world can buy the numbers they require right now because Nvidia simply can&#39;t keep up with demand. Oracle and Tesla aren&#39;t even Nvidia&#39;s biggest customers!</p><p>Oracle spent $6.9 billion on capital expenditures (capex) during fiscal 2024 (ended April 30), and it expects to spend <em>double </em>that in fiscal 2025. Most of the money will go toward buying chips and building data centers. Tesla plans to spend over $10 billion on capex this calendar year on the whole, which will also go toward the 50,000 GPU cluster I mentioned earlier.</p><p>Those numbers are modest compared to what other tech giants are spending. Microsoft allocated $55.7 billion to capex during its fiscal 2024 (ended June 30), and it plans to spend even more in fiscal 2025. Amazon&#39;s capex spending, on the other hand, could top $60 billion in calendar 2024.</p><p>Therefore, it&#39;s no surprise that Nvidia generated $26.3 billion in data center revenue during its recent fiscal 2025 second quarter (ended July 28), a 154% increase from the year-ago period. Ellison says the wave of AI spending could continue for the next 10 years as companies and nation states battle for tech supremacy when it comes to AI, so Nvidia&#39;s data center revenue probably has plenty of growth left in the tank.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You Won't Believe What Larry Ellison and Elon Musk Said to Nvidia CEO Jensen Huang</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\">\nYou Won't Believe What Larry Ellison and Elon Musk Said to Nvidia CEO Jensen Huang\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-18 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/09/17/believe-larry-ellison-elon-musk-said-nvidia-jensen/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recently, Oracle chief Larry Ellison shared some insights about demand in artificial intelligence.He recalled a dinner where he and Elon Musk begged Nvidia's CEO for more data center chips.Ellison's ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/09/17/believe-larry-ellison-elon-musk-said-nvidia-jensen/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4550":"红杉资本持仓","TSLA":"特斯拉","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4555":"新能源车","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","ORCL":"甲骨文","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4516":"特朗普概念","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD"},"source_url":"https://www.fool.com/investing/2024/09/17/believe-larry-ellison-elon-musk-said-nvidia-jensen/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468506993","content_text":"Recently, Oracle chief Larry Ellison shared some insights about demand in artificial intelligence.He recalled a dinner where he and Elon Musk begged Nvidia's CEO for more data center chips.Ellison's comments bode very well for Nvidia's future revenue -- and stock price.Larry Ellison is the chairman of Oracle (ORCL), which is currently building some of the fastest and most cost efficient data centers in the world for developing artificial intelligence (AI). Elon Musk, on the other hand, runs Tesla (TSLA), which is building AI-powered self-driving software for its electric vehicles. He also runs SpaceX, X (formerly Twitter), and a new AI start-up called xAI.Ellison and Musk need tens of thousands of graphics processors (GPUs) for their data centers in order to bring AI to life, and Nvidia (NVDA) supplies the best chips in the industry.At Oracle's financial analyst meeting on Sept. 12, Ellison told the audience that he and Musk recently went to dinner with Nvidia CEO Jensen Huang at the Nobu restaurant in Palo Alto. The two, who are among the richest people on Earth, found themselves begging Huang for something money simply can't buy at the moment. Here's how it went down.Image source: Getty Images.The arms race for GPUsOracle currently has 162 data centers either live or under construction, but it believes that number could eventually top 2,000 because the demand for computing power from AI developers is soaring. Some of Oracle's largest data centers feature clusters of more than 32,000 GPUs, but next year the company will offer a cluster of 131,072 GPUs from Nvidia's latest Blackwell lineup.Oracle designed unique RDMA (random direct memory access) networking technology that can move data from one point to another more quickly than traditional Ethernet networks, and since developers pay for computing power by the minute, this can significantly reduce costs. That's why leading AI start-ups like OpenAI, Cohere, and even Musk's xAI are using Oracle's infrastructure.In its recent fiscal 2025 first quarter (ended July 31), the Oracle Cloud Infrastructure (OCI) segment generated $2.2 billion in revenue, a whopping 45% jump from the year-ago period. However, it could be growing even faster if not for supply constraints -- in other words, Oracle simply can't get its hands on enough GPUs for its data centers.Not only is Oracle battling other cloud giants like Microsoft, Amazon, and Alphabet for GPU allocations from Nvidia, but tech companies like Tesla and Meta Platforms are also soaking up supply to develop AI for their own purposes. Tesla is trying to bring a cluster of 50,000 GPUs online this year to enhance its self-driving software, which requires a substantial amount of computing power.Meta, on the other hand, used around 16,000 of Nvidia's flagship H100 GPUs to train its Llama 3.1 large language model (LLM), but the company plans to increase its capacity to a mind-boggling 600,000 H100 equivalents by the end of this year. That will pave the way for Llama 4, which CEO Mark Zuckerberg says could set the benchmark for the industry in 2025.Ellison and Musk are begging for more GPUsPlease take our money ... take more of it. You're not taking enough. ... We need you to take more of our money. Please.-- Ellison's and Musk's comments to Jensen Huang over dinner, according to Ellison.Ellison and Musk were practically begging Huang for more GPUs, but no amount of money in the world can buy the numbers they require right now because Nvidia simply can't keep up with demand. Oracle and Tesla aren't even Nvidia's biggest customers!Oracle spent $6.9 billion on capital expenditures (capex) during fiscal 2024 (ended April 30), and it expects to spend double that in fiscal 2025. Most of the money will go toward buying chips and building data centers. Tesla plans to spend over $10 billion on capex this calendar year on the whole, which will also go toward the 50,000 GPU cluster I mentioned earlier.Those numbers are modest compared to what other tech giants are spending. Microsoft allocated $55.7 billion to capex during its fiscal 2024 (ended June 30), and it plans to spend even more in fiscal 2025. Amazon's capex spending, on the other hand, could top $60 billion in calendar 2024.Therefore, it's no surprise that Nvidia generated $26.3 billion in data center revenue during its recent fiscal 2025 second quarter (ended July 28), a 154% increase from the year-ago period. Ellison says the wave of AI spending could continue for the next 10 years as companies and nation states battle for tech supremacy when it comes to AI, so Nvidia's data center revenue probably has plenty of growth left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334426689401088,"gmtCreate":1722680447124,"gmtModify":1722680451128,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"Boycott Paris Olympics [What]","listText":"Boycott Paris Olympics [What]","text":"Boycott Paris Olympics [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334426689401088","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331402152452272,"gmtCreate":1721916712179,"gmtModify":1721916715670,"author":{"id":"4093058894761280","authorId":"4093058894761280","name":"Longlong49","avatar":"https://community-static.tradeup.com/news/6d20655a76bd5ea59ffafea6c1f6e046","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093058894761280","authorIdStr":"4093058894761280"},"themes":[],"htmlText":"[Spurting]&nbsp;&nbsp;","listText":"[Spurting]&nbsp;&nbsp;","text":"[Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331402152452272","repostId":"1142738737","repostType":4,"repost":{"id":"1142738737","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":1721916385,"share":"https://ttm.financial/m/news/1142738737?lang=&edition=fundamental","pubTime":"2024-07-25 22:06","market":"us","language":"en","title":"Semiconductor Shares Slid in Morning Trading, With STMicro Stock Tumbling 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142738737","media":"Tiger Newspress","summary":"Semiconductor shares slid in morning trading.STMicro stock tumbled over 10%; Arm Holdings fell 7%; Nvidia, Micron, Qualcomm, AMD fell over 2%.","content":"<html><head></head><body><p>Semiconductor shares slid in morning trading.</p><p>STMicro stock tumbled over 12%; Arm Holdings fell over 10%; Nvidia dropped over 5%; AMD, Micron fell over 3%.</p><p>Franco-Italian chipmaker <a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a> cut its full-year revenue guidance for the second time this year on Thursday as industrial customer orders did not improve and automotive demand declined.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7777c57ae84fe26ead8f3d2c24608791\" tg-width=\"478\" tg-height=\"780\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Shares Slid in Morning Trading, With STMicro Stock Tumbling 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Shares Slid in Morning Trading, With STMicro Stock Tumbling 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-25 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor shares slid in morning trading.</p><p>STMicro stock tumbled over 12%; Arm Holdings fell over 10%; Nvidia dropped over 5%; AMD, Micron fell over 3%.</p><p>Franco-Italian chipmaker <a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a> cut its full-year revenue guidance for the second time this year on Thursday as industrial customer orders did not improve and automotive demand declined.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7777c57ae84fe26ead8f3d2c24608791\" tg-width=\"478\" tg-height=\"780\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","MU":"美光科技","NVDA":"英伟达","AMD":"美国超微公司","QCOM":"高通","STM":"意法半导体","ARM":"ARM Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142738737","content_text":"Semiconductor shares slid in morning trading.STMicro stock tumbled over 12%; Arm Holdings fell over 10%; Nvidia dropped over 5%; AMD, Micron fell over 3%.Franco-Italian chipmaker STMicroelectronics cut its full-year revenue guidance for the second time this year on Thursday as industrial customer orders did not improve and automotive demand declined.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}