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04-29

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NAND Enters Super-Cycle Phase! AI Agent Wave Ignites Storage Demand, Market Confident in SanDisk's Explosive Earnings

02-14

Stock Market Reels From "Sell First, Ask AI Questions Later" Tech Slump

2025-10-24

He has been more a TESLA PR manager than a analyst so yea this means nothing ;)

Wedbush Analyst: Tesla Poses the Greatest Competitive Threat to Uber, Robots Expected in Homes Within Two to Three Years

2025-10-11

They just halted the production of humanoid robots due to technical difficulties and there is so much of uncertainty. This is clearly misleading! Never count your chickens before the eggs hatch. Especially if its Tesla.

Sorry, the original content has been removed

2025-07-01

Musk was so busy cutting all the so called "unwanted government subsides/funding" now getting his own subsidies cut! Karma is a boomerang, for sure!

Tesla Shares Slump 5.5% as Trump Takes Aim at Musk Over EV Subsidies

Go to Tiger App to see more news

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AI Agent Wave Ignites Storage Demand, Market Confident in SanDisk's Explosive Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1175342354","media":"Stock News","summary":"SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading...","content":"<p>SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading session. Since the beginning of 2026, the stock has surged over 350%, significantly outperforming global equity benchmark indices, with its total market capitalization approaching $160 billion. Throughout 2025, SanDisk's stock price achieved a staggering increase of 580%. This year, driven by seemingly endless demand for storage chips fueled by the AI infrastructure boom, it continues an epic, myth-like rally in the global storage chip sector, solidifying its status as an undeniable AI computing infrastructure \"super stock\" in global markets.</p>\n<p>SanDisk is scheduled to report its fiscal year 2026 third-quarter financial results after the market closes on Thursday, April 30, Eastern Time. Just ahead of the highly anticipated earnings release, several Wall Street financial giants, including Morgan Stanley, have raised their latest target prices and earnings per share (EPS) estimates for SanDisk, highlighting widespread market optimism that the company's results will significantly exceed expectations and drive the stock to new highs.</p>\n<p>An analyst team at Morgan Stanley, led by veteran analyst Joseph Moore, stated in a client report on Monday: \"Third-party forecasts currently indicate that overall NAND average selling prices (ASP) will rise sharply by approximately 90% in the first quarter, with an expected increase of 70% to 75% in the second quarter. Enterprise SSDs for large data center customers are likely to show relatively stronger performance—a segment where SanDisk holds particular strength compared to NAND storage peers.\" Furthermore, Morgan Stanley raised its price target for SanDisk significantly from $690 to $1,100, maintaining its \"Overweight\" rating.</p>\n<p>The analysts, including Moore, noted: \"We remain very positive on the stock, but the market has fully understood its recent strength; believing in the duration of this strength may take some more time. For us, DRAM remains a more severe bottleneck for AI growth, but NAND will follow closely. Longer-term enterprise data center prepayments themselves should tell the story. Moreover, compared to DRAM, NAND capital expenditure remains lower, so supply expansion is not a factor catching up to demand.\"</p>\n<p>Regarding earnings per share, Morgan Stanley substantially raised its fiscal 2026 EPS estimate for SanDisk from $41.09 to $53.24. It also increased its fiscal 2027 EPS estimate from $82.73 to $155.06 and raised its fiscal 2028 EPS estimate from $91.92 to $134.13.</p>\n<p>For the fiscal 2026 third quarter, the consensus expectation is for SanDisk to report adjusted EPS of approximately $14.55, with GAAP EPS expected to be $13.82. Total revenue for the quarter is projected to reach as high as $4.72 billion, compared to only about $1.7 billion in the same period last year.</p>\n<p>Another prominent Wall Street firm, the analyst team at Melius Research led by star analyst Ben Reitzes, initiated coverage on SanDisk with a \"Buy\" rating and a high target price of $1,350. As of Monday's close, SanDisk's stock price was near $1,070. The analysts at Melius believe the artificial intelligence boom will drive sustained growth in storage demand through the end of this decade (i.e., 2030), and that U.S. storage chip leaders Micron (MU.US) and SanDisk (SNDK.US) both have further upside potential.</p>\n<p>According to data from market research firm Counterpoint Research, the storage market has entered a \"super bull market\" or \"super-cycle\" phase, with current supply-demand dynamics and pricing conditions far surpassing the previous peak seen during the 2018 cloud computing boom. Since 2026, DRAM/NAND storage chips have continued their rapid ascent. The latest memory price survey from research firm TrendForce estimates that overall Conventional DRAM contract prices will increase significantly by 58%-63% quarter-over-quarter in Q2 2026 (following a Q1 price increase expectation of 93% to 98%). The NAND Flash market continues to be dominated by AI training/inference and broad-based data center-related demand, with chain-reaction price increases across all product lines persisting. It is projected that overall contract prices in Q2 will rise sharply by 70%-75% on top of the nearly 100% increase seen in Q1.</p>\n<p>With the concentrated emergence in 2026 of super AI agent tools capable of autonomous task execution, such as Anthropic's Claude Cowork and OpenClaw, this wave of AI Agents has rapidly swept across the globe. The bottleneck in AI computing architecture is fundamentally shifting from GPUs, centered on matrix multiplication throughput, to data center CPUs, which focus on control flow, task orchestration, and memory/IO coordination. High-performance CPUs for hyperscale AI data centers are facing severe supply shortages.</p>\n<p>In the view of financial giants like Morgan Stanley, the core narrative of AI computing investment is transitioning from \"competition focused on single-point AI GPU/ASIC computing power\" to \"full-stack AI systems driven by AI Agents.\" In this shift of the AI narrative, data center CPUs and storage chips are likely to be the biggest winners.</p>\n<p>As the South Korean benchmark KOSPI index, heavily weighted with Samsung and SK Hynix, hits record highs despite pressure from worsening geopolitical tensions, and the Taiwanese stock market, led by heavyweight TSMC—a major beneficiary of the AI boom—also reaches new peaks, alongside a record 17-day winning streak for the Philadelphia Semiconductor Index, investors are increasingly convinced that the \"AI computing investment theme\" can overpower other market noise.</p>\n<p>Whether it's Google's massive TPU AI computing clusters or vast clusters of Nvidia AI GPUs, all rely on comprehensively integrated HBM memory systems paired with AI chips. Beyond HBM, tech giants like Google and OpenAI are accelerating the construction or expansion of AI data centers, necessitating large-scale purchases of server-grade DDR5 memory and enterprise-grade high-performance SSD/HDD storage solutions.</p>\n<p>From a fundamental hardware theory perspective, AI computing is inherently limited not only by computing power but also by \"data movement capability.\" Whether for Nvidia GPUs or TPU systems, what truly determines the efficiency of large model training and inference is not just the number of Tensor Cores/matrix units, but the bandwidth available per second to feed weights, KV cache, activation values, and intermediate tensors into the computing cores.</p>\n<p>From a cross-analytical perspective of semiconductors and AI data center infrastructure, DRAM/NAND storage chips are \"perfectly positioned\" within the AI wave because they benefit from both the training expansion and inference expansion trends. Furthermore, they act as a \"universal toll gate\" that is cross-platform, cross-architecture, and cross-ecosystem. As the AI era shifts from being training-dominated to being dominated by inference, agents, long context, and retrieval-augmented generation, system demands for capacity, bandwidth, power efficiency, and data persistence layers will only intensify.</p>\n<p>Morgan Stanley's predictive data indicates that by 2030, an additional 15 to 45 exabytes (EB) of DRAM storage chip demand will be generated, equivalent to 26% to 77% of the entire industry's annual supply volume in 2027. The Morgan Stanley analyst team emphasized that storage chips are becoming one of the most \"sustainably monetizable\" layers within the AI computing infrastructure system. Whether host-level DRAM, memory interface chips, or CXL expansion and tiered storage architectures, all will become important carriers of long-term value. Storage chips are no longer just capacity configuration options but core components that directly determine the efficiency and throughput of AI system workloads.</p>\n<p>No matter how powerful GPU/TPU computing power is, without HBM providing the bandwidth for data feeding, and without enterprise NAND and high-capacity HDDs handling training checkpoints, vector databases, and inference data lakes, the utilization rate and AI workload efficiency of the entire AI computing infrastructure cluster cannot be maximized. Global capital markets are therefore willing to assign higher valuations to the storage chain because it benefits from a triple leverage effect of \"volume growth + price increases + long-term supply constraints,\" rather than just single-factor shipment growth.</p>\n<p>Wall Street's current core forecast regarding storage chip supply-demand dynamics is that the DRAM/NAND supply-demand mismatch could persist until around 2028, and the market is still underestimating the profit growth trajectory of storage chip manufacturers in this cycle. Precisely because of this, SanDisk's stock price has risen substantially since the start of 2026 and has undergone extreme revaluation over the past year. This is not merely speculative sentiment but essentially the market re-rating the \"AI-driven pricing power of storage.\"</p>\n<p>Storage chips are being re-priced by the market from traditional \"strong-cycle commodities\" to core bottleneck assets within AI infrastructure. SK Hynix's latest earnings report serves as a sample of this super-cycle: Q1 revenue was approximately 52.6 trillion Korean won—a year-over-year increase of 198% and a quarter-over-quarter increase of about 60%. Operating profit was about 37.6 trillion won—a year-over-year surge of 405% and a quarter-over-quarter increase of about 96%, marking the company's first time breaking the 50 trillion won quarterly revenue milestone, with an operating profit margin as high as 72%. Management also emphasized that AI-related HBM demand continues to significantly outstrip capacity. Samsung Electronics forecast Q1 operating profit potentially reaching 57.2 trillion won, implying roughly an eight-fold year-over-year increase, with the core driver similarly being the AI data center construction boom's pull on DRAM/HBM/NAND.</p>\n<p>In other words, AI servers don't just need GPUs; they also need HBM for high-bandwidth proximal memory, DDR5/LPDDR5 for system memory, and NAND/eSSD for data lakes and inference caching. Storage has transformed from a \"supporting component\" into the throughput bottleneck of the AI factory.</p>\n<p>SanDisk's position corresponds to the high-beta revaluation of NAND/SSDs. Morgan Stanley raised its price target for SanDisk from $690 to $1,100 and significantly increased its EPS forecasts for 2026-2028, citing the core logic of continued NAND ASP increases, strong AI and enterprise SSD demand, and still-restrained NAND capital expenditure, making it difficult for supply to catch up with demand quickly. Melius went further, assigning SanDisk a bull-case target of $1,350 and Micron a target of $700, arguing that AI is transforming storage demand from short-cycle PC/phone drivers into long-term infrastructure demand driven by cloud providers, AI servers, agents, and physical AI.</p>\n<p>The market's willingness to assign higher valuations to storage chip giants like SanDisk and Micron essentially stems from the belief that these companies can transition completely from \"cyclical manufacturers\" to \"AI infrastructure suppliers\" characterized by long-term supply agreements, prepayments, and highly predictable cash flows.</p>\n<p>More interestingly, the market's investment logic is expanding from单纯的 \"HBM premium\" to include shortages in traditional DRAM/NAND supply. Profit margins for traditional DRAM are even beginning to outpace those for HBM. As prices for DDR5, LPDDR5, enterprise SSDs, and NAND continue to soar, storage chip manufacturers may not be willing to allocate all incremental capital expenditure solely to HBM, which involves extremely complex advanced packaging, huge costs, and yield challenges, but will instead reassess capital returns across HBM, traditional DRAM, NAND, and advanced packaging.</p>\n<p>In other words, HBM remains the star asset for AI training/massive inference workloads, but the greater upside surprise currently comes from the fact that the \"entire storage pool is facing shortages,\" especially as high-performance DRAM and eSSDs are also being used extensively for AI inference workloads. The demand and price increase potential for these components may be far from over.</p>\n<p>Large cloud computing providers, major AI ASIC customers, and server manufacturers are indeed pushing for multi-year agreements to secure large-scale supplies of HBM, DDR5, and eSSD for the coming years. However, in an environment where spot and contract prices are rising significantly each quarter and supply is likely to remain tight until 2028 or even 2030, storage chip manufacturers have greater incentive to retain quarterly pricing power or demand prepayments, price reset clauses, and higher guaranteed returns.</p>\n<p>The ultimate outcome may be that the bull market in the storage sector is no longer just about \"Nvidia igniting HBM\" but has evolved into a full-stack storage super-cycle lasting until around 2030, driven by sustained expansion in AI capital expenditure, limited wafer capacity expansion, bottlenecks in advanced packaging, inventory building by cloud providers, and rising prices for traditional storage.</p>","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>NAND Enters Super-Cycle Phase! AI Agent Wave Ignites Storage Demand, Market Confident in SanDisk's Explosive Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nNAND Enters Super-Cycle Phase! AI Agent Wave Ignites Storage Demand, Market Confident in SanDisk's Explosive Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-04-28 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading session. Since the beginning of 2026, the stock has surged over 350%, significantly outperforming global equity benchmark indices, with its total market capitalization approaching $160 billion. Throughout 2025, SanDisk's stock price achieved a staggering increase of 580%. This year, driven by seemingly endless demand for storage chips fueled by the AI infrastructure boom, it continues an epic, myth-like rally in the global storage chip sector, solidifying its status as an undeniable AI computing infrastructure \"super stock\" in global markets.</p>\n<p>SanDisk is scheduled to report its fiscal year 2026 third-quarter financial results after the market closes on Thursday, April 30, Eastern Time. Just ahead of the highly anticipated earnings release, several Wall Street financial giants, including Morgan Stanley, have raised their latest target prices and earnings per share (EPS) estimates for SanDisk, highlighting widespread market optimism that the company's results will significantly exceed expectations and drive the stock to new highs.</p>\n<p>An analyst team at Morgan Stanley, led by veteran analyst Joseph Moore, stated in a client report on Monday: \"Third-party forecasts currently indicate that overall NAND average selling prices (ASP) will rise sharply by approximately 90% in the first quarter, with an expected increase of 70% to 75% in the second quarter. Enterprise SSDs for large data center customers are likely to show relatively stronger performance—a segment where SanDisk holds particular strength compared to NAND storage peers.\" Furthermore, Morgan Stanley raised its price target for SanDisk significantly from $690 to $1,100, maintaining its \"Overweight\" rating.</p>\n<p>The analysts, including Moore, noted: \"We remain very positive on the stock, but the market has fully understood its recent strength; believing in the duration of this strength may take some more time. For us, DRAM remains a more severe bottleneck for AI growth, but NAND will follow closely. Longer-term enterprise data center prepayments themselves should tell the story. Moreover, compared to DRAM, NAND capital expenditure remains lower, so supply expansion is not a factor catching up to demand.\"</p>\n<p>Regarding earnings per share, Morgan Stanley substantially raised its fiscal 2026 EPS estimate for SanDisk from $41.09 to $53.24. It also increased its fiscal 2027 EPS estimate from $82.73 to $155.06 and raised its fiscal 2028 EPS estimate from $91.92 to $134.13.</p>\n<p>For the fiscal 2026 third quarter, the consensus expectation is for SanDisk to report adjusted EPS of approximately $14.55, with GAAP EPS expected to be $13.82. Total revenue for the quarter is projected to reach as high as $4.72 billion, compared to only about $1.7 billion in the same period last year.</p>\n<p>Another prominent Wall Street firm, the analyst team at Melius Research led by star analyst Ben Reitzes, initiated coverage on SanDisk with a \"Buy\" rating and a high target price of $1,350. As of Monday's close, SanDisk's stock price was near $1,070. The analysts at Melius believe the artificial intelligence boom will drive sustained growth in storage demand through the end of this decade (i.e., 2030), and that U.S. storage chip leaders Micron (MU.US) and SanDisk (SNDK.US) both have further upside potential.</p>\n<p>According to data from market research firm Counterpoint Research, the storage market has entered a \"super bull market\" or \"super-cycle\" phase, with current supply-demand dynamics and pricing conditions far surpassing the previous peak seen during the 2018 cloud computing boom. Since 2026, DRAM/NAND storage chips have continued their rapid ascent. The latest memory price survey from research firm TrendForce estimates that overall Conventional DRAM contract prices will increase significantly by 58%-63% quarter-over-quarter in Q2 2026 (following a Q1 price increase expectation of 93% to 98%). The NAND Flash market continues to be dominated by AI training/inference and broad-based data center-related demand, with chain-reaction price increases across all product lines persisting. It is projected that overall contract prices in Q2 will rise sharply by 70%-75% on top of the nearly 100% increase seen in Q1.</p>\n<p>With the concentrated emergence in 2026 of super AI agent tools capable of autonomous task execution, such as Anthropic's Claude Cowork and OpenClaw, this wave of AI Agents has rapidly swept across the globe. The bottleneck in AI computing architecture is fundamentally shifting from GPUs, centered on matrix multiplication throughput, to data center CPUs, which focus on control flow, task orchestration, and memory/IO coordination. High-performance CPUs for hyperscale AI data centers are facing severe supply shortages.</p>\n<p>In the view of financial giants like Morgan Stanley, the core narrative of AI computing investment is transitioning from \"competition focused on single-point AI GPU/ASIC computing power\" to \"full-stack AI systems driven by AI Agents.\" In this shift of the AI narrative, data center CPUs and storage chips are likely to be the biggest winners.</p>\n<p>As the South Korean benchmark KOSPI index, heavily weighted with Samsung and SK Hynix, hits record highs despite pressure from worsening geopolitical tensions, and the Taiwanese stock market, led by heavyweight TSMC—a major beneficiary of the AI boom—also reaches new peaks, alongside a record 17-day winning streak for the Philadelphia Semiconductor Index, investors are increasingly convinced that the \"AI computing investment theme\" can overpower other market noise.</p>\n<p>Whether it's Google's massive TPU AI computing clusters or vast clusters of Nvidia AI GPUs, all rely on comprehensively integrated HBM memory systems paired with AI chips. Beyond HBM, tech giants like Google and OpenAI are accelerating the construction or expansion of AI data centers, necessitating large-scale purchases of server-grade DDR5 memory and enterprise-grade high-performance SSD/HDD storage solutions.</p>\n<p>From a fundamental hardware theory perspective, AI computing is inherently limited not only by computing power but also by \"data movement capability.\" Whether for Nvidia GPUs or TPU systems, what truly determines the efficiency of large model training and inference is not just the number of Tensor Cores/matrix units, but the bandwidth available per second to feed weights, KV cache, activation values, and intermediate tensors into the computing cores.</p>\n<p>From a cross-analytical perspective of semiconductors and AI data center infrastructure, DRAM/NAND storage chips are \"perfectly positioned\" within the AI wave because they benefit from both the training expansion and inference expansion trends. Furthermore, they act as a \"universal toll gate\" that is cross-platform, cross-architecture, and cross-ecosystem. As the AI era shifts from being training-dominated to being dominated by inference, agents, long context, and retrieval-augmented generation, system demands for capacity, bandwidth, power efficiency, and data persistence layers will only intensify.</p>\n<p>Morgan Stanley's predictive data indicates that by 2030, an additional 15 to 45 exabytes (EB) of DRAM storage chip demand will be generated, equivalent to 26% to 77% of the entire industry's annual supply volume in 2027. The Morgan Stanley analyst team emphasized that storage chips are becoming one of the most \"sustainably monetizable\" layers within the AI computing infrastructure system. Whether host-level DRAM, memory interface chips, or CXL expansion and tiered storage architectures, all will become important carriers of long-term value. Storage chips are no longer just capacity configuration options but core components that directly determine the efficiency and throughput of AI system workloads.</p>\n<p>No matter how powerful GPU/TPU computing power is, without HBM providing the bandwidth for data feeding, and without enterprise NAND and high-capacity HDDs handling training checkpoints, vector databases, and inference data lakes, the utilization rate and AI workload efficiency of the entire AI computing infrastructure cluster cannot be maximized. Global capital markets are therefore willing to assign higher valuations to the storage chain because it benefits from a triple leverage effect of \"volume growth + price increases + long-term supply constraints,\" rather than just single-factor shipment growth.</p>\n<p>Wall Street's current core forecast regarding storage chip supply-demand dynamics is that the DRAM/NAND supply-demand mismatch could persist until around 2028, and the market is still underestimating the profit growth trajectory of storage chip manufacturers in this cycle. Precisely because of this, SanDisk's stock price has risen substantially since the start of 2026 and has undergone extreme revaluation over the past year. This is not merely speculative sentiment but essentially the market re-rating the \"AI-driven pricing power of storage.\"</p>\n<p>Storage chips are being re-priced by the market from traditional \"strong-cycle commodities\" to core bottleneck assets within AI infrastructure. SK Hynix's latest earnings report serves as a sample of this super-cycle: Q1 revenue was approximately 52.6 trillion Korean won—a year-over-year increase of 198% and a quarter-over-quarter increase of about 60%. Operating profit was about 37.6 trillion won—a year-over-year surge of 405% and a quarter-over-quarter increase of about 96%, marking the company's first time breaking the 50 trillion won quarterly revenue milestone, with an operating profit margin as high as 72%. Management also emphasized that AI-related HBM demand continues to significantly outstrip capacity. Samsung Electronics forecast Q1 operating profit potentially reaching 57.2 trillion won, implying roughly an eight-fold year-over-year increase, with the core driver similarly being the AI data center construction boom's pull on DRAM/HBM/NAND.</p>\n<p>In other words, AI servers don't just need GPUs; they also need HBM for high-bandwidth proximal memory, DDR5/LPDDR5 for system memory, and NAND/eSSD for data lakes and inference caching. Storage has transformed from a \"supporting component\" into the throughput bottleneck of the AI factory.</p>\n<p>SanDisk's position corresponds to the high-beta revaluation of NAND/SSDs. Morgan Stanley raised its price target for SanDisk from $690 to $1,100 and significantly increased its EPS forecasts for 2026-2028, citing the core logic of continued NAND ASP increases, strong AI and enterprise SSD demand, and still-restrained NAND capital expenditure, making it difficult for supply to catch up with demand quickly. Melius went further, assigning SanDisk a bull-case target of $1,350 and Micron a target of $700, arguing that AI is transforming storage demand from short-cycle PC/phone drivers into long-term infrastructure demand driven by cloud providers, AI servers, agents, and physical AI.</p>\n<p>The market's willingness to assign higher valuations to storage chip giants like SanDisk and Micron essentially stems from the belief that these companies can transition completely from \"cyclical manufacturers\" to \"AI infrastructure suppliers\" characterized by long-term supply agreements, prepayments, and highly predictable cash flows.</p>\n<p>More interestingly, the market's investment logic is expanding from单纯的 \"HBM premium\" to include shortages in traditional DRAM/NAND supply. Profit margins for traditional DRAM are even beginning to outpace those for HBM. As prices for DDR5, LPDDR5, enterprise SSDs, and NAND continue to soar, storage chip manufacturers may not be willing to allocate all incremental capital expenditure solely to HBM, which involves extremely complex advanced packaging, huge costs, and yield challenges, but will instead reassess capital returns across HBM, traditional DRAM, NAND, and advanced packaging.</p>\n<p>In other words, HBM remains the star asset for AI training/massive inference workloads, but the greater upside surprise currently comes from the fact that the \"entire storage pool is facing shortages,\" especially as high-performance DRAM and eSSDs are also being used extensively for AI inference workloads. The demand and price increase potential for these components may be far from over.</p>\n<p>Large cloud computing providers, major AI ASIC customers, and server manufacturers are indeed pushing for multi-year agreements to secure large-scale supplies of HBM, DDR5, and eSSD for the coming years. However, in an environment where spot and contract prices are rising significantly each quarter and supply is likely to remain tight until 2028 or even 2030, storage chip manufacturers have greater incentive to retain quarterly pricing power or demand prepayments, price reset clauses, and higher guaranteed returns.</p>\n<p>The ultimate outcome may be that the bull market in the storage sector is no longer just about \"Nvidia igniting HBM\" but has evolved into a full-stack storage super-cycle lasting until around 2030, driven by sustained expansion in AI capital expenditure, limited wafer capacity expansion, bottlenecks in advanced packaging, inventory building by cloud providers, and rising prices for traditional storage.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","SNDK":"闪迪","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","SNXX":"Tradr 2X Long SNDK Daily ETF","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175342354","content_text":"SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading session. Since the beginning of 2026, the stock has surged over 350%, significantly outperforming global equity benchmark indices, with its total market capitalization approaching $160 billion. Throughout 2025, SanDisk's stock price achieved a staggering increase of 580%. This year, driven by seemingly endless demand for storage chips fueled by the AI infrastructure boom, it continues an epic, myth-like rally in the global storage chip sector, solidifying its status as an undeniable AI computing infrastructure \"super stock\" in global markets.\nSanDisk is scheduled to report its fiscal year 2026 third-quarter financial results after the market closes on Thursday, April 30, Eastern Time. Just ahead of the highly anticipated earnings release, several Wall Street financial giants, including Morgan Stanley, have raised their latest target prices and earnings per share (EPS) estimates for SanDisk, highlighting widespread market optimism that the company's results will significantly exceed expectations and drive the stock to new highs.\nAn analyst team at Morgan Stanley, led by veteran analyst Joseph Moore, stated in a client report on Monday: \"Third-party forecasts currently indicate that overall NAND average selling prices (ASP) will rise sharply by approximately 90% in the first quarter, with an expected increase of 70% to 75% in the second quarter. Enterprise SSDs for large data center customers are likely to show relatively stronger performance—a segment where SanDisk holds particular strength compared to NAND storage peers.\" Furthermore, Morgan Stanley raised its price target for SanDisk significantly from $690 to $1,100, maintaining its \"Overweight\" rating.\nThe analysts, including Moore, noted: \"We remain very positive on the stock, but the market has fully understood its recent strength; believing in the duration of this strength may take some more time. For us, DRAM remains a more severe bottleneck for AI growth, but NAND will follow closely. Longer-term enterprise data center prepayments themselves should tell the story. Moreover, compared to DRAM, NAND capital expenditure remains lower, so supply expansion is not a factor catching up to demand.\"\nRegarding earnings per share, Morgan Stanley substantially raised its fiscal 2026 EPS estimate for SanDisk from $41.09 to $53.24. It also increased its fiscal 2027 EPS estimate from $82.73 to $155.06 and raised its fiscal 2028 EPS estimate from $91.92 to $134.13.\nFor the fiscal 2026 third quarter, the consensus expectation is for SanDisk to report adjusted EPS of approximately $14.55, with GAAP EPS expected to be $13.82. Total revenue for the quarter is projected to reach as high as $4.72 billion, compared to only about $1.7 billion in the same period last year.\nAnother prominent Wall Street firm, the analyst team at Melius Research led by star analyst Ben Reitzes, initiated coverage on SanDisk with a \"Buy\" rating and a high target price of $1,350. As of Monday's close, SanDisk's stock price was near $1,070. The analysts at Melius believe the artificial intelligence boom will drive sustained growth in storage demand through the end of this decade (i.e., 2030), and that U.S. storage chip leaders Micron (MU.US) and SanDisk (SNDK.US) both have further upside potential.\nAccording to data from market research firm Counterpoint Research, the storage market has entered a \"super bull market\" or \"super-cycle\" phase, with current supply-demand dynamics and pricing conditions far surpassing the previous peak seen during the 2018 cloud computing boom. Since 2026, DRAM/NAND storage chips have continued their rapid ascent. The latest memory price survey from research firm TrendForce estimates that overall Conventional DRAM contract prices will increase significantly by 58%-63% quarter-over-quarter in Q2 2026 (following a Q1 price increase expectation of 93% to 98%). The NAND Flash market continues to be dominated by AI training/inference and broad-based data center-related demand, with chain-reaction price increases across all product lines persisting. It is projected that overall contract prices in Q2 will rise sharply by 70%-75% on top of the nearly 100% increase seen in Q1.\nWith the concentrated emergence in 2026 of super AI agent tools capable of autonomous task execution, such as Anthropic's Claude Cowork and OpenClaw, this wave of AI Agents has rapidly swept across the globe. The bottleneck in AI computing architecture is fundamentally shifting from GPUs, centered on matrix multiplication throughput, to data center CPUs, which focus on control flow, task orchestration, and memory/IO coordination. High-performance CPUs for hyperscale AI data centers are facing severe supply shortages.\nIn the view of financial giants like Morgan Stanley, the core narrative of AI computing investment is transitioning from \"competition focused on single-point AI GPU/ASIC computing power\" to \"full-stack AI systems driven by AI Agents.\" In this shift of the AI narrative, data center CPUs and storage chips are likely to be the biggest winners.\nAs the South Korean benchmark KOSPI index, heavily weighted with Samsung and SK Hynix, hits record highs despite pressure from worsening geopolitical tensions, and the Taiwanese stock market, led by heavyweight TSMC—a major beneficiary of the AI boom—also reaches new peaks, alongside a record 17-day winning streak for the Philadelphia Semiconductor Index, investors are increasingly convinced that the \"AI computing investment theme\" can overpower other market noise.\nWhether it's Google's massive TPU AI computing clusters or vast clusters of Nvidia AI GPUs, all rely on comprehensively integrated HBM memory systems paired with AI chips. Beyond HBM, tech giants like Google and OpenAI are accelerating the construction or expansion of AI data centers, necessitating large-scale purchases of server-grade DDR5 memory and enterprise-grade high-performance SSD/HDD storage solutions.\nFrom a fundamental hardware theory perspective, AI computing is inherently limited not only by computing power but also by \"data movement capability.\" Whether for Nvidia GPUs or TPU systems, what truly determines the efficiency of large model training and inference is not just the number of Tensor Cores/matrix units, but the bandwidth available per second to feed weights, KV cache, activation values, and intermediate tensors into the computing cores.\nFrom a cross-analytical perspective of semiconductors and AI data center infrastructure, DRAM/NAND storage chips are \"perfectly positioned\" within the AI wave because they benefit from both the training expansion and inference expansion trends. Furthermore, they act as a \"universal toll gate\" that is cross-platform, cross-architecture, and cross-ecosystem. As the AI era shifts from being training-dominated to being dominated by inference, agents, long context, and retrieval-augmented generation, system demands for capacity, bandwidth, power efficiency, and data persistence layers will only intensify.\nMorgan Stanley's predictive data indicates that by 2030, an additional 15 to 45 exabytes (EB) of DRAM storage chip demand will be generated, equivalent to 26% to 77% of the entire industry's annual supply volume in 2027. The Morgan Stanley analyst team emphasized that storage chips are becoming one of the most \"sustainably monetizable\" layers within the AI computing infrastructure system. Whether host-level DRAM, memory interface chips, or CXL expansion and tiered storage architectures, all will become important carriers of long-term value. Storage chips are no longer just capacity configuration options but core components that directly determine the efficiency and throughput of AI system workloads.\nNo matter how powerful GPU/TPU computing power is, without HBM providing the bandwidth for data feeding, and without enterprise NAND and high-capacity HDDs handling training checkpoints, vector databases, and inference data lakes, the utilization rate and AI workload efficiency of the entire AI computing infrastructure cluster cannot be maximized. Global capital markets are therefore willing to assign higher valuations to the storage chain because it benefits from a triple leverage effect of \"volume growth + price increases + long-term supply constraints,\" rather than just single-factor shipment growth.\nWall Street's current core forecast regarding storage chip supply-demand dynamics is that the DRAM/NAND supply-demand mismatch could persist until around 2028, and the market is still underestimating the profit growth trajectory of storage chip manufacturers in this cycle. Precisely because of this, SanDisk's stock price has risen substantially since the start of 2026 and has undergone extreme revaluation over the past year. This is not merely speculative sentiment but essentially the market re-rating the \"AI-driven pricing power of storage.\"\nStorage chips are being re-priced by the market from traditional \"strong-cycle commodities\" to core bottleneck assets within AI infrastructure. SK Hynix's latest earnings report serves as a sample of this super-cycle: Q1 revenue was approximately 52.6 trillion Korean won—a year-over-year increase of 198% and a quarter-over-quarter increase of about 60%. Operating profit was about 37.6 trillion won—a year-over-year surge of 405% and a quarter-over-quarter increase of about 96%, marking the company's first time breaking the 50 trillion won quarterly revenue milestone, with an operating profit margin as high as 72%. Management also emphasized that AI-related HBM demand continues to significantly outstrip capacity. Samsung Electronics forecast Q1 operating profit potentially reaching 57.2 trillion won, implying roughly an eight-fold year-over-year increase, with the core driver similarly being the AI data center construction boom's pull on DRAM/HBM/NAND.\nIn other words, AI servers don't just need GPUs; they also need HBM for high-bandwidth proximal memory, DDR5/LPDDR5 for system memory, and NAND/eSSD for data lakes and inference caching. Storage has transformed from a \"supporting component\" into the throughput bottleneck of the AI factory.\nSanDisk's position corresponds to the high-beta revaluation of NAND/SSDs. Morgan Stanley raised its price target for SanDisk from $690 to $1,100 and significantly increased its EPS forecasts for 2026-2028, citing the core logic of continued NAND ASP increases, strong AI and enterprise SSD demand, and still-restrained NAND capital expenditure, making it difficult for supply to catch up with demand quickly. Melius went further, assigning SanDisk a bull-case target of $1,350 and Micron a target of $700, arguing that AI is transforming storage demand from short-cycle PC/phone drivers into long-term infrastructure demand driven by cloud providers, AI servers, agents, and physical AI.\nThe market's willingness to assign higher valuations to storage chip giants like SanDisk and Micron essentially stems from the belief that these companies can transition completely from \"cyclical manufacturers\" to \"AI infrastructure suppliers\" characterized by long-term supply agreements, prepayments, and highly predictable cash flows.\nMore interestingly, the market's investment logic is expanding from单纯的 \"HBM premium\" to include shortages in traditional DRAM/NAND supply. Profit margins for traditional DRAM are even beginning to outpace those for HBM. As prices for DDR5, LPDDR5, enterprise SSDs, and NAND continue to soar, storage chip manufacturers may not be willing to allocate all incremental capital expenditure solely to HBM, which involves extremely complex advanced packaging, huge costs, and yield challenges, but will instead reassess capital returns across HBM, traditional DRAM, NAND, and advanced packaging.\nIn other words, HBM remains the star asset for AI training/massive inference workloads, but the greater upside surprise currently comes from the fact that the \"entire storage pool is facing shortages,\" especially as high-performance DRAM and eSSDs are also being used extensively for AI inference workloads. The demand and price increase potential for these components may be far from over.\nLarge cloud computing providers, major AI ASIC customers, and server manufacturers are indeed pushing for multi-year agreements to secure large-scale supplies of HBM, DDR5, and eSSD for the coming years. However, in an environment where spot and contract prices are rising significantly each quarter and supply is likely to remain tight until 2028 or even 2030, storage chip manufacturers have greater incentive to retain quarterly pricing power or demand prepayments, price reset clauses, and higher guaranteed returns.\nThe ultimate outcome may be that the bull market in the storage sector is no longer just about \"Nvidia igniting HBM\" but has evolved into a full-stack storage super-cycle lasting until around 2030, driven by sustained expansion in AI capital expenditure, limited wafer capacity expansion, bottlenecks in advanced packaging, inventory building by cloud providers, and rising prices for traditional storage.","news_type":1,"symbols_score_info":{"SNDK":1,"MS":1,"SNXX":1}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532611260589088,"gmtCreate":1771053610232,"gmtModify":1771057141241,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"&nbsp;","listText":"&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532611260589088","repostId":"2611452156","repostType":2,"repost":{"id":"2611452156","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":1771040708,"share":"https://ttm.financial/m/news/2611452156?lang=en_US&edition=fundamental","pubTime":"2026-02-14 11:45","market":"nz","language":"en","title":"Stock Market Reels From \"Sell First, Ask AI Questions Later\" Tech Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=2611452156","media":"Dow Jones","summary":"U.S. stocks have given up all of their gains for the year, a key index of the so-called Magnificent Seven tech giants has slid into correction territory, and volatility gauges have spiked amid a rotation trade tied to artificial-intelligence disruption that likely will weigh on markets for the coming weeks.The selloff, which began as concern that the biggest players in the AI investment boom had committed too much capital and were seeing too little return, has spread to a deeper worry that the new technology will trigger massive changes to the way companies do business in all sectors of the economy.That's forced a repricing of everything from risk appetite to cash flow and ultimately corporate profit forecasts from all corners of the market, with those at the coalface of AI disruption, like software and financial services, getting hurt the most. Non-tech stocks have reaped the benefits.\"Many of the trade's stock market casualties will survive and boost their productivity and profits us","content":"<html><head></head><body><p>U.S. stocks have given up all of their gains for the year, a key index of the so-called Magnificent Seven tech giants has slid into correction territory, and volatility gauges have spiked amid a rotation trade tied to artificial-intelligence disruption that likely will weigh on markets for the coming weeks.</p><p>The selloff, which began as concern that the biggest players in the AI investment boom had committed too much capital and were seeing too little return, has spread to a deeper worry that the new technology will trigger massive changes to the way companies do business in all sectors of the economy.</p><p>That&#39;s forced a repricing of everything from risk appetite to cash flow and ultimately corporate profit forecasts from all corners of the market, with those at the coalface of AI disruption, like software and financial services, getting hurt the most. Non-tech stocks have reaped the benefits.</p><p>&#34;Investors are scrambling to get out of the digital world and back to the analog, physical world, which is less likely to be disrupted by AI,&#34; said Ed Yardeni, president and founder of Yardeni Research.</p><p>&#34;Many of the trade&#39;s stock market casualties will survive and boost their productivity and profits using AI,&#34; he added. &#34;However, AI is a disruptive technology causing lots of known unknowns about its ultimate impact on the earnings and the earnings growth of companies likely to be disrupted.&#34;</p><p>It certainly feels like a &#34;sell first, ask questions later&#34; market at the moment, with investors dumping stocks on the back of headlines linked to new AI offerings that could challenge their respective businesses.</p><p>&#34;The AI selloff is no longer confined to a single corner of tech,&#34; said Charu Chanana, chief investment strategist at Saxo Bank. &#34;The market is increasingly pricing dispersion and separating likely AI beneficiaries from businesses where AI could compress margins or automate away fee pools.&#34;</p><p>Trucking and logistics stocks were casualties Thursday, with market leaders C.H. Robinson and RXO falling 14.5% and 20.5% respectively, following the release of a new AI tool from Algorhythm Holdings.</p><p>Software and services stocks have been in free fall for weeks, dragging the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector ETF to the lowest levels in nearly a year and more than 30% from its mid-September peak.</p><p>Megacap tech stocks aren&#39;t immune, either, and angst tied to the pressure on margins, profit, and cashflows from the combined $650 billion in AI capex committed this year by the four largest hyperscalers -- Microsoft, Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> -- has weighed on the market&#39;s biggest cohort.</p><p>The <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a> closed in correction territory on Thursday, declining some 10.6% from its late October peak.</p><p>More broadly, the S&amp;P 500 is now negative for the year, having shed nearly 109 points during Thursday&#39;s slump, while the Nasdaq Composite is now down 2.78%.</p><p>There&#39;s more weakness ahead, as well, with all three major indexes set to open lower on Friday and the Cboe Group&#39;s VIX volatility gauge surging nearly 19% to 20.89, a level that suggests daily swings of around 1.3%, or 88 points, for the S&amp;P 500.</p><p>Still, Jeff Buchbinder, chief equity strategist at LPL Financial, thinks the AI spending boom which kick-started the current market malaise will ultimately come to its rescue. But he does concede that could take some time.</p><p>&#34;The elevated spending will likely be a boon for earnings across the S&amp;P 500 as hyperscalers and beyond pay for the materials and industrial equipment associated with the data center buildout,&#34; he said. &#34;Plus, expected productivity gains from AI development are also expected to be supportive for corporate America and the overall U.S. economy.&#34;</p><p>&#34;But we expect additional bouts of volatility for big tech and the broad market as the AI debate continues,&#34; he added.</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>Stock Market Reels From \"Sell First, Ask AI Questions Later\" Tech Slump</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\">\nStock Market Reels From \"Sell First, Ask AI Questions Later\" Tech Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-14 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks have given up all of their gains for the year, a key index of the so-called Magnificent Seven tech giants has slid into correction territory, and volatility gauges have spiked amid a rotation trade tied to artificial-intelligence disruption that likely will weigh on markets for the coming weeks.</p><p>The selloff, which began as concern that the biggest players in the AI investment boom had committed too much capital and were seeing too little return, has spread to a deeper worry that the new technology will trigger massive changes to the way companies do business in all sectors of the economy.</p><p>That&#39;s forced a repricing of everything from risk appetite to cash flow and ultimately corporate profit forecasts from all corners of the market, with those at the coalface of AI disruption, like software and financial services, getting hurt the most. Non-tech stocks have reaped the benefits.</p><p>&#34;Investors are scrambling to get out of the digital world and back to the analog, physical world, which is less likely to be disrupted by AI,&#34; said Ed Yardeni, president and founder of Yardeni Research.</p><p>&#34;Many of the trade&#39;s stock market casualties will survive and boost their productivity and profits using AI,&#34; he added. &#34;However, AI is a disruptive technology causing lots of known unknowns about its ultimate impact on the earnings and the earnings growth of companies likely to be disrupted.&#34;</p><p>It certainly feels like a &#34;sell first, ask questions later&#34; market at the moment, with investors dumping stocks on the back of headlines linked to new AI offerings that could challenge their respective businesses.</p><p>&#34;The AI selloff is no longer confined to a single corner of tech,&#34; said Charu Chanana, chief investment strategist at Saxo Bank. &#34;The market is increasingly pricing dispersion and separating likely AI beneficiaries from businesses where AI could compress margins or automate away fee pools.&#34;</p><p>Trucking and logistics stocks were casualties Thursday, with market leaders C.H. Robinson and RXO falling 14.5% and 20.5% respectively, following the release of a new AI tool from Algorhythm Holdings.</p><p>Software and services stocks have been in free fall for weeks, dragging the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector ETF to the lowest levels in nearly a year and more than 30% from its mid-September peak.</p><p>Megacap tech stocks aren&#39;t immune, either, and angst tied to the pressure on margins, profit, and cashflows from the combined $650 billion in AI capex committed this year by the four largest hyperscalers -- Microsoft, Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> -- has weighed on the market&#39;s biggest cohort.</p><p>The <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a> closed in correction territory on Thursday, declining some 10.6% from its late October peak.</p><p>More broadly, the S&amp;P 500 is now negative for the year, having shed nearly 109 points during Thursday&#39;s slump, while the Nasdaq Composite is now down 2.78%.</p><p>There&#39;s more weakness ahead, as well, with all three major indexes set to open lower on Friday and the Cboe Group&#39;s VIX volatility gauge surging nearly 19% to 20.89, a level that suggests daily swings of around 1.3%, or 88 points, for the S&amp;P 500.</p><p>Still, Jeff Buchbinder, chief equity strategist at LPL Financial, thinks the AI spending boom which kick-started the current market malaise will ultimately come to its rescue. But he does concede that could take some time.</p><p>&#34;The elevated spending will likely be a boon for earnings across the S&amp;P 500 as hyperscalers and beyond pay for the materials and industrial equipment associated with the data center buildout,&#34; he said. &#34;Plus, expected productivity gains from AI development are also expected to be supportive for corporate America and the overall U.S. economy.&#34;</p><p>&#34;But we expect additional bouts of volatility for big tech and the broad market as the AI debate continues,&#34; he added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0171293334.USD":"贝莱德英国基金A2","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4077":"互动媒体与服务","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4587":"ChatGPT概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - 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Non-tech stocks have reaped the benefits.\"Investors are scrambling to get out of the digital world and back to the analog, physical world, which is less likely to be disrupted by AI,\" said Ed Yardeni, president and founder of Yardeni Research.\"Many of the trade's stock market casualties will survive and boost their productivity and profits using AI,\" he added. \"However, AI is a disruptive technology causing lots of known unknowns about its ultimate impact on the earnings and the earnings growth of companies likely to be disrupted.\"It certainly feels like a \"sell first, ask questions later\" market at the moment, with investors dumping stocks on the back of headlines linked to new AI offerings that could challenge their respective businesses.\"The AI selloff is no longer confined to a single corner of tech,\" said Charu Chanana, chief investment strategist at Saxo Bank. \"The market is increasingly pricing dispersion and separating likely AI beneficiaries from businesses where AI could compress margins or automate away fee pools.\"Trucking and logistics stocks were casualties Thursday, with market leaders C.H. Robinson and RXO falling 14.5% and 20.5% respectively, following the release of a new AI tool from Algorhythm Holdings.Software and services stocks have been in free fall for weeks, dragging the iShares Expanded Tech-Software Sector ETF to the lowest levels in nearly a year and more than 30% from its mid-September peak.Megacap tech stocks aren't immune, either, and angst tied to the pressure on margins, profit, and cashflows from the combined $650 billion in AI capex committed this year by the four largest hyperscalers -- Microsoft, Google, Amazon, and Meta Platforms -- has weighed on the market's biggest cohort.The Roundhill Magnificent Seven ETF closed in correction territory on Thursday, declining some 10.6% from its late October peak.More broadly, the S&P 500 is now negative for the year, having shed nearly 109 points during Thursday's slump, while the Nasdaq Composite is now down 2.78%.There's more weakness ahead, as well, with all three major indexes set to open lower on Friday and the Cboe Group's VIX volatility gauge surging nearly 19% to 20.89, a level that suggests daily swings of around 1.3%, or 88 points, for the S&P 500.Still, Jeff Buchbinder, chief equity strategist at LPL Financial, thinks the AI spending boom which kick-started the current market malaise will ultimately come to its rescue. But he does concede that could take some time.\"The elevated spending will likely be a boon for earnings across the S&P 500 as hyperscalers and beyond pay for the materials and industrial equipment associated with the data center buildout,\" he said. \"Plus, expected productivity gains from AI development are also expected to be supportive for corporate America and the overall U.S. economy.\"\"But we expect additional bouts of volatility for big tech and the broad market as the AI debate continues,\" he added.","news_type":1,"symbols_score_info":{"META":1.85,"MSFT":1.85,"GOU":0.6,"MSFD":0.6,"USJW.SI":0.6,"GGLS":0.6,"RXO":1.87,"MSFU":0.6,"GOOY":0.6,"MSFX":0.6,"MSFY":0.6,"MSFL":0.6,"AMZN":1.85,"MCHI":1.89,"CHRW":1.87,"GOOGL":1.85,"MSFW":0.6,"GOOX":0.6,"GGLL":0.6,"GOOP":0.6,"GOOW":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492635444138472,"gmtCreate":1761294889185,"gmtModify":1761296002332,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"He has been more a TESLA PR manager than a analyst so yea this means nothing ;)","listText":"He has been more a TESLA PR manager than a analyst so yea this means nothing ;)","text":"He has been more a TESLA PR manager than a analyst so yea this means nothing ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492635444138472","repostId":"1168413630","repostType":2,"repost":{"id":"1168413630","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1761288066,"share":"https://ttm.financial/m/news/1168413630?lang=en_US&edition=fundamental","pubTime":"2025-10-24 14:41","market":"fut","language":"en","title":"Wedbush Analyst: Tesla Poses the Greatest Competitive Threat to Uber, Robots Expected in Homes Within Two to Three Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1168413630","media":"Deep News","summary":"Dan Ives, an analyst at Wedbush Securities, believes that Tesla's autonomous taxi service, driven by advancements in robotics and autonomous driving technology, may pose a significant threat to...","content":"<p>Dan Ives, an analyst at Wedbush Securities, believes that Tesla's autonomous taxi service, driven by advancements in robotics and autonomous driving technology, may pose a significant threat to Uber's business. Previously, he referred to Tesla as the most undervalued company in the artificial intelligence sector.</p>\n<p>During an interview on Thursday, Ives reaffirmed his optimistic outlook on the automaker's prospects in artificial intelligence, autonomous driving, and robotics. “This will be the golden chapter for Tesla in terms of autonomy, robotics, and the AI roadmap. This is why you want to hold the stock,” Ives said.</p>\n<p>Ives stated that Tesla's autonomous driving technology represents its best consumer application and noted that if Tesla is able to “deploy one million cars,” it would effectively create a robotic taxi network, which Ives believes Tesla would own.</p>\n<p>“I think this is the biggest competitive threat facing Uber,” Ives remarked. He added that Tesla owners could deploy their vehicles onto the network, potentially giving the company a significant scale advantage over its competitors.</p>\n<p>Robots will be commonplace in homes within two to three years</p>\n<p>Ives stated, “In two to three years, home robots will become commonplace.” He mentioned that these robots will be capable of tasks such as dog-walking or doing laundry.</p>\n<p>“This is why, if Elon Musk achieves all his goals, you need to pay him a trillion dollars. That’s why Musk is Tesla's most important asset,” Ives reiterated his support for Elon Musk's trillion-dollar compensation plan.</p>","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>Wedbush Analyst: Tesla Poses the Greatest Competitive Threat to Uber, Robots Expected in Homes Within Two to Three Years</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\">\nWedbush Analyst: Tesla Poses the Greatest Competitive Threat to Uber, Robots Expected in Homes Within Two to Three Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-10-24 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dan Ives, an analyst at Wedbush Securities, believes that Tesla's autonomous taxi service, driven by advancements in robotics and autonomous driving technology, may pose a significant threat to Uber's business. Previously, he referred to Tesla as the most undervalued company in the artificial intelligence sector.</p>\n<p>During an interview on Thursday, Ives reaffirmed his optimistic outlook on the automaker's prospects in artificial intelligence, autonomous driving, and robotics. “This will be the golden chapter for Tesla in terms of autonomy, robotics, and the AI roadmap. This is why you want to hold the stock,” Ives said.</p>\n<p>Ives stated that Tesla's autonomous driving technology represents its best consumer application and noted that if Tesla is able to “deploy one million cars,” it would effectively create a robotic taxi network, which Ives believes Tesla would own.</p>\n<p>“I think this is the biggest competitive threat facing Uber,” Ives remarked. He added that Tesla owners could deploy their vehicles onto the network, potentially giving the company a significant scale advantage over its competitors.</p>\n<p>Robots will be commonplace in homes within two to three years</p>\n<p>Ives stated, “In two to three years, home robots will become commonplace.” He mentioned that these robots will be capable of tasks such as dog-walking or doing laundry.</p>\n<p>“This is why, if Elon Musk achieves all his goals, you need to pay him a trillion dollars. That’s why Musk is Tesla's most important asset,” Ives reiterated his support for Elon Musk's trillion-dollar compensation plan.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4505":"高瓴资本持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4604":"机器人概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - 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Previously, he referred to Tesla as the most undervalued company in the artificial intelligence sector.\nDuring an interview on Thursday, Ives reaffirmed his optimistic outlook on the automaker's prospects in artificial intelligence, autonomous driving, and robotics. “This will be the golden chapter for Tesla in terms of autonomy, robotics, and the AI roadmap. This is why you want to hold the stock,” Ives said.\nIves stated that Tesla's autonomous driving technology represents its best consumer application and noted that if Tesla is able to “deploy one million cars,” it would effectively create a robotic taxi network, which Ives believes Tesla would own.\n“I think this is the biggest competitive threat facing Uber,” Ives remarked. He added that Tesla owners could deploy their vehicles onto the network, potentially giving the company a significant scale advantage over its competitors.\nRobots will be commonplace in homes within two to three years\nIves stated, “In two to three years, home robots will become commonplace.” He mentioned that these robots will be capable of tasks such as dog-walking or doing laundry.\n“This is why, if Elon Musk achieves all his goals, you need to pay him a trillion dollars. That’s why Musk is Tesla's most important asset,” Ives reiterated his support for Elon Musk's trillion-dollar compensation plan.","news_type":1,"symbols_score_info":{"UBER":1,"TSLA":1,"TSYW.SI":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487915764461648,"gmtCreate":1760143447008,"gmtModify":1760146631760,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"They just halted the production of humanoid robots due to technical difficulties and there is so much of uncertainty. This is clearly misleading! Never count your chickens before the eggs hatch. Especially if its Tesla.&nbsp;","listText":"They just halted the production of humanoid robots due to technical difficulties and there is so much of uncertainty. This is clearly misleading! Never count your chickens before the eggs hatch. Especially if its Tesla.&nbsp;","text":"They just halted the production of humanoid robots due to technical difficulties and there is so much of uncertainty. This is clearly misleading! Never count your chickens before the eggs hatch. Especially if its Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487915764461648","repostId":"2574108964","repostType":2,"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451839545114936,"gmtCreate":1751360485806,"gmtModify":1751360864074,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"Musk was so busy cutting all the so called \"unwanted government subsides/funding\" now getting his own subsidies cut! Karma is a boomerang, for sure!","listText":"Musk was so busy cutting all the so called \"unwanted government subsides/funding\" now getting his own subsidies cut! Karma is a boomerang, for sure!","text":"Musk was so busy cutting all the so called \"unwanted government subsides/funding\" now getting his own subsidies cut! Karma is a boomerang, for sure!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/451839545114936","repostId":"1178666419","repostType":2,"repost":{"id":"1178666419","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":1751356824,"share":"https://ttm.financial/m/news/1178666419?lang=en_US&edition=fundamental","pubTime":"2025-07-01 16:00","market":"us","language":"en","title":"Tesla Shares Slump 5.5% as Trump Takes Aim at Musk Over EV Subsidies","url":"https://stock-news.laohu8.com/highlight/detail?id=1178666419","media":"Tiger Newspress","summary":"Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from gov","content":"<html><head></head><body><p>Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from government electric vehicle subsidies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b40c1eb672a64939708245edc9a9509e\" tg-width=\"753\" tg-height=\"624\"/></p><p style=\"text-align: start;\">“Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa,” Trump said in a Truth Social post.</p><p style=\"text-align: start;\">“No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!,” he added.</p><p style=\"text-align: start;\">This comes after Musk slammed the US Senate’s latest version of Trump’s multi-trillion dollar tax bill, warning that the cuts to EV and other clean energy credits would be “incredibly destructive” to the country.</p><p style=\"text-align: start;\">Tesla has benefitted from a popular $7,500 consumer tax credit for electric vehicles that Trump’s bill will eliminate. The automaker is set to release second-quarter sales later this week that will likely show a further slump in demand.</p><p style=\"text-align: start;\">“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate,” Trump said. “It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one.”</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 Shares Slump 5.5% as Trump Takes Aim at Musk Over EV Subsidies</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 Shares Slump 5.5% as Trump Takes Aim at Musk Over EV Subsidies\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\">2025-07-01 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from government electric vehicle subsidies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b40c1eb672a64939708245edc9a9509e\" tg-width=\"753\" tg-height=\"624\"/></p><p style=\"text-align: start;\">“Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa,” Trump said in a Truth Social post.</p><p style=\"text-align: start;\">“No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!,” he added.</p><p style=\"text-align: start;\">This comes after Musk slammed the US Senate’s latest version of Trump’s multi-trillion dollar tax bill, warning that the cuts to EV and other clean energy credits would be “incredibly destructive” to the country.</p><p style=\"text-align: start;\">Tesla has benefitted from a popular $7,500 consumer tax credit for electric vehicles that Trump’s bill will eliminate. The automaker is set to release second-quarter sales later this week that will likely show a further slump in demand.</p><p style=\"text-align: start;\">“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate,” Trump said. “It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one.”</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":"1178666419","content_text":"Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from government electric vehicle subsidies.“Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa,” Trump said in a Truth Social post.“No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!,” he added.This comes after Musk slammed the US Senate’s latest version of Trump’s multi-trillion dollar tax bill, warning that the cuts to EV and other clean energy credits would be “incredibly destructive” to the country.Tesla has benefitted from a popular $7,500 consumer tax credit for electric vehicles that Trump’s bill will eliminate. The automaker is set to release second-quarter sales later this week that will likely show a further slump in demand.“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate,” Trump said. “It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one.”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4180706481370712","authorId":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4180706481370712","authorIdStr":"4180706481370712"},"content":"Actually, all of this is manipulated by capital behind the scenes.Large funds are buying put options and they are starting to have conflicts.The large funds gain profits and sell their options, and then they reconcile.","text":"Actually, all of this is manipulated by capital behind the scenes.Large funds are buying put options and they are starting to have conflicts.The large funds gain profits and sell their options, and then they reconcile.","html":"Actually, all of this is manipulated by capital behind the scenes.Large funds are buying put options and they are starting to have conflicts.The large funds gain profits and sell their options, and then they reconcile."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":532611260589088,"gmtCreate":1771053610232,"gmtModify":1771057141241,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"&nbsp;","listText":"&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/532611260589088","repostId":"2611452156","repostType":2,"repost":{"id":"2611452156","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":1771040708,"share":"https://ttm.financial/m/news/2611452156?lang=en_US&edition=fundamental","pubTime":"2026-02-14 11:45","market":"nz","language":"en","title":"Stock Market Reels From \"Sell First, Ask AI Questions Later\" Tech Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=2611452156","media":"Dow Jones","summary":"U.S. stocks have given up all of their gains for the year, a key index of the so-called Magnificent Seven tech giants has slid into correction territory, and volatility gauges have spiked amid a rotation trade tied to artificial-intelligence disruption that likely will weigh on markets for the coming weeks.The selloff, which began as concern that the biggest players in the AI investment boom had committed too much capital and were seeing too little return, has spread to a deeper worry that the new technology will trigger massive changes to the way companies do business in all sectors of the economy.That's forced a repricing of everything from risk appetite to cash flow and ultimately corporate profit forecasts from all corners of the market, with those at the coalface of AI disruption, like software and financial services, getting hurt the most. Non-tech stocks have reaped the benefits.\"Many of the trade's stock market casualties will survive and boost their productivity and profits us","content":"<html><head></head><body><p>U.S. stocks have given up all of their gains for the year, a key index of the so-called Magnificent Seven tech giants has slid into correction territory, and volatility gauges have spiked amid a rotation trade tied to artificial-intelligence disruption that likely will weigh on markets for the coming weeks.</p><p>The selloff, which began as concern that the biggest players in the AI investment boom had committed too much capital and were seeing too little return, has spread to a deeper worry that the new technology will trigger massive changes to the way companies do business in all sectors of the economy.</p><p>That&#39;s forced a repricing of everything from risk appetite to cash flow and ultimately corporate profit forecasts from all corners of the market, with those at the coalface of AI disruption, like software and financial services, getting hurt the most. Non-tech stocks have reaped the benefits.</p><p>&#34;Investors are scrambling to get out of the digital world and back to the analog, physical world, which is less likely to be disrupted by AI,&#34; said Ed Yardeni, president and founder of Yardeni Research.</p><p>&#34;Many of the trade&#39;s stock market casualties will survive and boost their productivity and profits using AI,&#34; he added. &#34;However, AI is a disruptive technology causing lots of known unknowns about its ultimate impact on the earnings and the earnings growth of companies likely to be disrupted.&#34;</p><p>It certainly feels like a &#34;sell first, ask questions later&#34; market at the moment, with investors dumping stocks on the back of headlines linked to new AI offerings that could challenge their respective businesses.</p><p>&#34;The AI selloff is no longer confined to a single corner of tech,&#34; said Charu Chanana, chief investment strategist at Saxo Bank. &#34;The market is increasingly pricing dispersion and separating likely AI beneficiaries from businesses where AI could compress margins or automate away fee pools.&#34;</p><p>Trucking and logistics stocks were casualties Thursday, with market leaders C.H. Robinson and RXO falling 14.5% and 20.5% respectively, following the release of a new AI tool from Algorhythm Holdings.</p><p>Software and services stocks have been in free fall for weeks, dragging the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector ETF to the lowest levels in nearly a year and more than 30% from its mid-September peak.</p><p>Megacap tech stocks aren&#39;t immune, either, and angst tied to the pressure on margins, profit, and cashflows from the combined $650 billion in AI capex committed this year by the four largest hyperscalers -- Microsoft, Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> -- has weighed on the market&#39;s biggest cohort.</p><p>The <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a> closed in correction territory on Thursday, declining some 10.6% from its late October peak.</p><p>More broadly, the S&amp;P 500 is now negative for the year, having shed nearly 109 points during Thursday&#39;s slump, while the Nasdaq Composite is now down 2.78%.</p><p>There&#39;s more weakness ahead, as well, with all three major indexes set to open lower on Friday and the Cboe Group&#39;s VIX volatility gauge surging nearly 19% to 20.89, a level that suggests daily swings of around 1.3%, or 88 points, for the S&amp;P 500.</p><p>Still, Jeff Buchbinder, chief equity strategist at LPL Financial, thinks the AI spending boom which kick-started the current market malaise will ultimately come to its rescue. But he does concede that could take some time.</p><p>&#34;The elevated spending will likely be a boon for earnings across the S&amp;P 500 as hyperscalers and beyond pay for the materials and industrial equipment associated with the data center buildout,&#34; he said. &#34;Plus, expected productivity gains from AI development are also expected to be supportive for corporate America and the overall U.S. economy.&#34;</p><p>&#34;But we expect additional bouts of volatility for big tech and the broad market as the AI debate continues,&#34; he added.</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>Stock Market Reels From \"Sell First, Ask AI Questions Later\" Tech Slump</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\">\nStock Market Reels From \"Sell First, Ask AI Questions Later\" Tech Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-14 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks have given up all of their gains for the year, a key index of the so-called Magnificent Seven tech giants has slid into correction territory, and volatility gauges have spiked amid a rotation trade tied to artificial-intelligence disruption that likely will weigh on markets for the coming weeks.</p><p>The selloff, which began as concern that the biggest players in the AI investment boom had committed too much capital and were seeing too little return, has spread to a deeper worry that the new technology will trigger massive changes to the way companies do business in all sectors of the economy.</p><p>That&#39;s forced a repricing of everything from risk appetite to cash flow and ultimately corporate profit forecasts from all corners of the market, with those at the coalface of AI disruption, like software and financial services, getting hurt the most. Non-tech stocks have reaped the benefits.</p><p>&#34;Investors are scrambling to get out of the digital world and back to the analog, physical world, which is less likely to be disrupted by AI,&#34; said Ed Yardeni, president and founder of Yardeni Research.</p><p>&#34;Many of the trade&#39;s stock market casualties will survive and boost their productivity and profits using AI,&#34; he added. &#34;However, AI is a disruptive technology causing lots of known unknowns about its ultimate impact on the earnings and the earnings growth of companies likely to be disrupted.&#34;</p><p>It certainly feels like a &#34;sell first, ask questions later&#34; market at the moment, with investors dumping stocks on the back of headlines linked to new AI offerings that could challenge their respective businesses.</p><p>&#34;The AI selloff is no longer confined to a single corner of tech,&#34; said Charu Chanana, chief investment strategist at Saxo Bank. &#34;The market is increasingly pricing dispersion and separating likely AI beneficiaries from businesses where AI could compress margins or automate away fee pools.&#34;</p><p>Trucking and logistics stocks were casualties Thursday, with market leaders C.H. Robinson and RXO falling 14.5% and 20.5% respectively, following the release of a new AI tool from Algorhythm Holdings.</p><p>Software and services stocks have been in free fall for weeks, dragging the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector ETF to the lowest levels in nearly a year and more than 30% from its mid-September peak.</p><p>Megacap tech stocks aren&#39;t immune, either, and angst tied to the pressure on margins, profit, and cashflows from the combined $650 billion in AI capex committed this year by the four largest hyperscalers -- Microsoft, Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> -- has weighed on the market&#39;s biggest cohort.</p><p>The <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a> closed in correction territory on Thursday, declining some 10.6% from its late October peak.</p><p>More broadly, the S&amp;P 500 is now negative for the year, having shed nearly 109 points during Thursday&#39;s slump, while the Nasdaq Composite is now down 2.78%.</p><p>There&#39;s more weakness ahead, as well, with all three major indexes set to open lower on Friday and the Cboe Group&#39;s VIX volatility gauge surging nearly 19% to 20.89, a level that suggests daily swings of around 1.3%, or 88 points, for the S&amp;P 500.</p><p>Still, Jeff Buchbinder, chief equity strategist at LPL Financial, thinks the AI spending boom which kick-started the current market malaise will ultimately come to its rescue. But he does concede that could take some time.</p><p>&#34;The elevated spending will likely be a boon for earnings across the S&amp;P 500 as hyperscalers and beyond pay for the materials and industrial equipment associated with the data center buildout,&#34; he said. &#34;Plus, expected productivity gains from AI development are also expected to be supportive for corporate America and the overall U.S. economy.&#34;</p><p>&#34;But we expect additional bouts of volatility for big tech and the broad market as the AI debate continues,&#34; he added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0171293334.USD":"贝莱德英国基金A2","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4077":"互动媒体与服务","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4587":"ChatGPT概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - 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Non-tech stocks have reaped the benefits.\"Investors are scrambling to get out of the digital world and back to the analog, physical world, which is less likely to be disrupted by AI,\" said Ed Yardeni, president and founder of Yardeni Research.\"Many of the trade's stock market casualties will survive and boost their productivity and profits using AI,\" he added. \"However, AI is a disruptive technology causing lots of known unknowns about its ultimate impact on the earnings and the earnings growth of companies likely to be disrupted.\"It certainly feels like a \"sell first, ask questions later\" market at the moment, with investors dumping stocks on the back of headlines linked to new AI offerings that could challenge their respective businesses.\"The AI selloff is no longer confined to a single corner of tech,\" said Charu Chanana, chief investment strategist at Saxo Bank. \"The market is increasingly pricing dispersion and separating likely AI beneficiaries from businesses where AI could compress margins or automate away fee pools.\"Trucking and logistics stocks were casualties Thursday, with market leaders C.H. Robinson and RXO falling 14.5% and 20.5% respectively, following the release of a new AI tool from Algorhythm Holdings.Software and services stocks have been in free fall for weeks, dragging the iShares Expanded Tech-Software Sector ETF to the lowest levels in nearly a year and more than 30% from its mid-September peak.Megacap tech stocks aren't immune, either, and angst tied to the pressure on margins, profit, and cashflows from the combined $650 billion in AI capex committed this year by the four largest hyperscalers -- Microsoft, Google, Amazon, and Meta Platforms -- has weighed on the market's biggest cohort.The Roundhill Magnificent Seven ETF closed in correction territory on Thursday, declining some 10.6% from its late October peak.More broadly, the S&P 500 is now negative for the year, having shed nearly 109 points during Thursday's slump, while the Nasdaq Composite is now down 2.78%.There's more weakness ahead, as well, with all three major indexes set to open lower on Friday and the Cboe Group's VIX volatility gauge surging nearly 19% to 20.89, a level that suggests daily swings of around 1.3%, or 88 points, for the S&P 500.Still, Jeff Buchbinder, chief equity strategist at LPL Financial, thinks the AI spending boom which kick-started the current market malaise will ultimately come to its rescue. But he does concede that could take some time.\"The elevated spending will likely be a boon for earnings across the S&P 500 as hyperscalers and beyond pay for the materials and industrial equipment associated with the data center buildout,\" he said. \"Plus, expected productivity gains from AI development are also expected to be supportive for corporate America and the overall U.S. economy.\"\"But we expect additional bouts of volatility for big tech and the broad market as the AI debate continues,\" he added.","news_type":1,"symbols_score_info":{"META":1.85,"MSFT":1.85,"GOU":0.6,"MSFD":0.6,"USJW.SI":0.6,"GGLS":0.6,"RXO":1.87,"MSFU":0.6,"GOOY":0.6,"MSFX":0.6,"MSFY":0.6,"MSFL":0.6,"AMZN":1.85,"MCHI":1.89,"CHRW":1.87,"GOOGL":1.85,"MSFW":0.6,"GOOX":0.6,"GGLL":0.6,"GOOP":0.6,"GOOW":0.6,"MSFO":0.6}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451839545114936,"gmtCreate":1751360485806,"gmtModify":1751360864074,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"Musk was so busy cutting all the so called \"unwanted government subsides/funding\" now getting his own subsidies cut! Karma is a boomerang, for sure!","listText":"Musk was so busy cutting all the so called \"unwanted government subsides/funding\" now getting his own subsidies cut! Karma is a boomerang, for sure!","text":"Musk was so busy cutting all the so called \"unwanted government subsides/funding\" now getting his own subsidies cut! Karma is a boomerang, for sure!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/451839545114936","repostId":"1178666419","repostType":2,"repost":{"id":"1178666419","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":1751356824,"share":"https://ttm.financial/m/news/1178666419?lang=en_US&edition=fundamental","pubTime":"2025-07-01 16:00","market":"us","language":"en","title":"Tesla Shares Slump 5.5% as Trump Takes Aim at Musk Over EV Subsidies","url":"https://stock-news.laohu8.com/highlight/detail?id=1178666419","media":"Tiger Newspress","summary":"Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from gov","content":"<html><head></head><body><p>Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from government electric vehicle subsidies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b40c1eb672a64939708245edc9a9509e\" tg-width=\"753\" tg-height=\"624\"/></p><p style=\"text-align: start;\">“Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa,” Trump said in a Truth Social post.</p><p style=\"text-align: start;\">“No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!,” he added.</p><p style=\"text-align: start;\">This comes after Musk slammed the US Senate’s latest version of Trump’s multi-trillion dollar tax bill, warning that the cuts to EV and other clean energy credits would be “incredibly destructive” to the country.</p><p style=\"text-align: start;\">Tesla has benefitted from a popular $7,500 consumer tax credit for electric vehicles that Trump’s bill will eliminate. The automaker is set to release second-quarter sales later this week that will likely show a further slump in demand.</p><p style=\"text-align: start;\">“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate,” Trump said. “It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one.”</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 Shares Slump 5.5% as Trump Takes Aim at Musk Over EV Subsidies</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 Shares Slump 5.5% as Trump Takes Aim at Musk Over EV Subsidies\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\">2025-07-01 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from government electric vehicle subsidies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b40c1eb672a64939708245edc9a9509e\" tg-width=\"753\" tg-height=\"624\"/></p><p style=\"text-align: start;\">“Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa,” Trump said in a Truth Social post.</p><p style=\"text-align: start;\">“No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!,” he added.</p><p style=\"text-align: start;\">This comes after Musk slammed the US Senate’s latest version of Trump’s multi-trillion dollar tax bill, warning that the cuts to EV and other clean energy credits would be “incredibly destructive” to the country.</p><p style=\"text-align: start;\">Tesla has benefitted from a popular $7,500 consumer tax credit for electric vehicles that Trump’s bill will eliminate. The automaker is set to release second-quarter sales later this week that will likely show a further slump in demand.</p><p style=\"text-align: start;\">“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate,” Trump said. “It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one.”</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":"1178666419","content_text":"Tesla shares slumped 5.5% in premarket trading. President Donald Trump lashed out at Elon Musk on Tuesday, accusing the Tesla Inc. and SpaceX chief executive officer of benefiting excessively from government electric vehicle subsidies.“Elon may get more subsidy than any human being in history, by far, and without subsidies, Elon would probably have to close up shop and head back home to South Africa,” Trump said in a Truth Social post.“No more Rocket launches, Satellites, or Electric Car Production, and our Country would save a FORTUNE. Perhaps we should have DOGE take a good, hard, look at this? BIG MONEY TO BE SAVED!!!,” he added.This comes after Musk slammed the US Senate’s latest version of Trump’s multi-trillion dollar tax bill, warning that the cuts to EV and other clean energy credits would be “incredibly destructive” to the country.Tesla has benefitted from a popular $7,500 consumer tax credit for electric vehicles that Trump’s bill will eliminate. The automaker is set to release second-quarter sales later this week that will likely show a further slump in demand.“Elon Musk knew, long before he so strongly Endorsed me for President, that I was strongly against the EV Mandate,” Trump said. “It is ridiculous, and was always a major part of my campaign. Electric cars are fine, but not everyone should be forced to own one.”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4180706481370712","authorId":"4180706481370712","name":"andy66","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4180706481370712","authorIdStr":"4180706481370712"},"content":"Actually, all of this is manipulated by capital behind the scenes.Large funds are buying put options and they are starting to have conflicts.The large funds gain profits and sell their options, and then they reconcile.","text":"Actually, all of this is manipulated by capital behind the scenes.Large funds are buying put options and they are starting to have conflicts.The large funds gain profits and sell their options, and then they reconcile.","html":"Actually, all of this is manipulated by capital behind the scenes.Large funds are buying put options and they are starting to have conflicts.The large funds gain profits and sell their options, and then they reconcile."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492635444138472,"gmtCreate":1761294889185,"gmtModify":1761296002332,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"He has been more a TESLA PR manager than a analyst so yea this means nothing ;)","listText":"He has been more a TESLA PR manager than a analyst so yea this means nothing ;)","text":"He has been more a TESLA PR manager than a analyst so yea this means nothing ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492635444138472","repostId":"1168413630","repostType":2,"repost":{"id":"1168413630","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1761288066,"share":"https://ttm.financial/m/news/1168413630?lang=en_US&edition=fundamental","pubTime":"2025-10-24 14:41","market":"fut","language":"en","title":"Wedbush Analyst: Tesla Poses the Greatest Competitive Threat to Uber, Robots Expected in Homes Within Two to Three Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1168413630","media":"Deep News","summary":"Dan Ives, an analyst at Wedbush Securities, believes that Tesla's autonomous taxi service, driven by advancements in robotics and autonomous driving technology, may pose a significant threat to...","content":"<p>Dan Ives, an analyst at Wedbush Securities, believes that Tesla's autonomous taxi service, driven by advancements in robotics and autonomous driving technology, may pose a significant threat to Uber's business. Previously, he referred to Tesla as the most undervalued company in the artificial intelligence sector.</p>\n<p>During an interview on Thursday, Ives reaffirmed his optimistic outlook on the automaker's prospects in artificial intelligence, autonomous driving, and robotics. “This will be the golden chapter for Tesla in terms of autonomy, robotics, and the AI roadmap. This is why you want to hold the stock,” Ives said.</p>\n<p>Ives stated that Tesla's autonomous driving technology represents its best consumer application and noted that if Tesla is able to “deploy one million cars,” it would effectively create a robotic taxi network, which Ives believes Tesla would own.</p>\n<p>“I think this is the biggest competitive threat facing Uber,” Ives remarked. He added that Tesla owners could deploy their vehicles onto the network, potentially giving the company a significant scale advantage over its competitors.</p>\n<p>Robots will be commonplace in homes within two to three years</p>\n<p>Ives stated, “In two to three years, home robots will become commonplace.” He mentioned that these robots will be capable of tasks such as dog-walking or doing laundry.</p>\n<p>“This is why, if Elon Musk achieves all his goals, you need to pay him a trillion dollars. That’s why Musk is Tesla's most important asset,” Ives reiterated his support for Elon Musk's trillion-dollar compensation plan.</p>","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>Wedbush Analyst: Tesla Poses the Greatest Competitive Threat to Uber, Robots Expected in Homes Within Two to Three Years</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\">\nWedbush Analyst: Tesla Poses the Greatest Competitive Threat to Uber, Robots Expected in Homes Within Two to Three Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-10-24 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dan Ives, an analyst at Wedbush Securities, believes that Tesla's autonomous taxi service, driven by advancements in robotics and autonomous driving technology, may pose a significant threat to Uber's business. Previously, he referred to Tesla as the most undervalued company in the artificial intelligence sector.</p>\n<p>During an interview on Thursday, Ives reaffirmed his optimistic outlook on the automaker's prospects in artificial intelligence, autonomous driving, and robotics. “This will be the golden chapter for Tesla in terms of autonomy, robotics, and the AI roadmap. This is why you want to hold the stock,” Ives said.</p>\n<p>Ives stated that Tesla's autonomous driving technology represents its best consumer application and noted that if Tesla is able to “deploy one million cars,” it would effectively create a robotic taxi network, which Ives believes Tesla would own.</p>\n<p>“I think this is the biggest competitive threat facing Uber,” Ives remarked. He added that Tesla owners could deploy their vehicles onto the network, potentially giving the company a significant scale advantage over its competitors.</p>\n<p>Robots will be commonplace in homes within two to three years</p>\n<p>Ives stated, “In two to three years, home robots will become commonplace.” He mentioned that these robots will be capable of tasks such as dog-walking or doing laundry.</p>\n<p>“This is why, if Elon Musk achieves all his goals, you need to pay him a trillion dollars. That’s why Musk is Tesla's most important asset,” Ives reiterated his support for Elon Musk's trillion-dollar compensation plan.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4505":"高瓴资本持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4604":"机器人概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - 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Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLL":"2倍做多TSLA ETF-Direxion","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","TSYW.SI":"TESLA 3xLongSG261006","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4503":"景林资产持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168413630","content_text":"Dan Ives, an analyst at Wedbush Securities, believes that Tesla's autonomous taxi service, driven by advancements in robotics and autonomous driving technology, may pose a significant threat to Uber's business. Previously, he referred to Tesla as the most undervalued company in the artificial intelligence sector.\nDuring an interview on Thursday, Ives reaffirmed his optimistic outlook on the automaker's prospects in artificial intelligence, autonomous driving, and robotics. “This will be the golden chapter for Tesla in terms of autonomy, robotics, and the AI roadmap. This is why you want to hold the stock,” Ives said.\nIves stated that Tesla's autonomous driving technology represents its best consumer application and noted that if Tesla is able to “deploy one million cars,” it would effectively create a robotic taxi network, which Ives believes Tesla would own.\n“I think this is the biggest competitive threat facing Uber,” Ives remarked. He added that Tesla owners could deploy their vehicles onto the network, potentially giving the company a significant scale advantage over its competitors.\nRobots will be commonplace in homes within two to three years\nIves stated, “In two to three years, home robots will become commonplace.” He mentioned that these robots will be capable of tasks such as dog-walking or doing laundry.\n“This is why, if Elon Musk achieves all his goals, you need to pay him a trillion dollars. That’s why Musk is Tesla's most important asset,” Ives reiterated his support for Elon Musk's trillion-dollar compensation plan.","news_type":1,"symbols_score_info":{"UBER":1,"TSLA":1,"TSYW.SI":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558656340062320,"gmtCreate":1777422513501,"gmtModify":1777422516382,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"7","listText":"7","text":"7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558656340062320","repostId":"1175342354","repostType":2,"repost":{"id":"1175342354","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1777343001,"share":"https://ttm.financial/m/news/1175342354?lang=en_US&edition=fundamental","pubTime":"2026-04-28 10:23","market":"nz","language":"en","title":"NAND Enters Super-Cycle Phase! AI Agent Wave Ignites Storage Demand, Market Confident in SanDisk's Explosive Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1175342354","media":"Stock News","summary":"SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading...","content":"<p>SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading session. Since the beginning of 2026, the stock has surged over 350%, significantly outperforming global equity benchmark indices, with its total market capitalization approaching $160 billion. Throughout 2025, SanDisk's stock price achieved a staggering increase of 580%. This year, driven by seemingly endless demand for storage chips fueled by the AI infrastructure boom, it continues an epic, myth-like rally in the global storage chip sector, solidifying its status as an undeniable AI computing infrastructure \"super stock\" in global markets.</p>\n<p>SanDisk is scheduled to report its fiscal year 2026 third-quarter financial results after the market closes on Thursday, April 30, Eastern Time. Just ahead of the highly anticipated earnings release, several Wall Street financial giants, including Morgan Stanley, have raised their latest target prices and earnings per share (EPS) estimates for SanDisk, highlighting widespread market optimism that the company's results will significantly exceed expectations and drive the stock to new highs.</p>\n<p>An analyst team at Morgan Stanley, led by veteran analyst Joseph Moore, stated in a client report on Monday: \"Third-party forecasts currently indicate that overall NAND average selling prices (ASP) will rise sharply by approximately 90% in the first quarter, with an expected increase of 70% to 75% in the second quarter. Enterprise SSDs for large data center customers are likely to show relatively stronger performance—a segment where SanDisk holds particular strength compared to NAND storage peers.\" Furthermore, Morgan Stanley raised its price target for SanDisk significantly from $690 to $1,100, maintaining its \"Overweight\" rating.</p>\n<p>The analysts, including Moore, noted: \"We remain very positive on the stock, but the market has fully understood its recent strength; believing in the duration of this strength may take some more time. For us, DRAM remains a more severe bottleneck for AI growth, but NAND will follow closely. Longer-term enterprise data center prepayments themselves should tell the story. Moreover, compared to DRAM, NAND capital expenditure remains lower, so supply expansion is not a factor catching up to demand.\"</p>\n<p>Regarding earnings per share, Morgan Stanley substantially raised its fiscal 2026 EPS estimate for SanDisk from $41.09 to $53.24. It also increased its fiscal 2027 EPS estimate from $82.73 to $155.06 and raised its fiscal 2028 EPS estimate from $91.92 to $134.13.</p>\n<p>For the fiscal 2026 third quarter, the consensus expectation is for SanDisk to report adjusted EPS of approximately $14.55, with GAAP EPS expected to be $13.82. Total revenue for the quarter is projected to reach as high as $4.72 billion, compared to only about $1.7 billion in the same period last year.</p>\n<p>Another prominent Wall Street firm, the analyst team at Melius Research led by star analyst Ben Reitzes, initiated coverage on SanDisk with a \"Buy\" rating and a high target price of $1,350. As of Monday's close, SanDisk's stock price was near $1,070. The analysts at Melius believe the artificial intelligence boom will drive sustained growth in storage demand through the end of this decade (i.e., 2030), and that U.S. storage chip leaders Micron (MU.US) and SanDisk (SNDK.US) both have further upside potential.</p>\n<p>According to data from market research firm Counterpoint Research, the storage market has entered a \"super bull market\" or \"super-cycle\" phase, with current supply-demand dynamics and pricing conditions far surpassing the previous peak seen during the 2018 cloud computing boom. Since 2026, DRAM/NAND storage chips have continued their rapid ascent. The latest memory price survey from research firm TrendForce estimates that overall Conventional DRAM contract prices will increase significantly by 58%-63% quarter-over-quarter in Q2 2026 (following a Q1 price increase expectation of 93% to 98%). The NAND Flash market continues to be dominated by AI training/inference and broad-based data center-related demand, with chain-reaction price increases across all product lines persisting. It is projected that overall contract prices in Q2 will rise sharply by 70%-75% on top of the nearly 100% increase seen in Q1.</p>\n<p>With the concentrated emergence in 2026 of super AI agent tools capable of autonomous task execution, such as Anthropic's Claude Cowork and OpenClaw, this wave of AI Agents has rapidly swept across the globe. The bottleneck in AI computing architecture is fundamentally shifting from GPUs, centered on matrix multiplication throughput, to data center CPUs, which focus on control flow, task orchestration, and memory/IO coordination. High-performance CPUs for hyperscale AI data centers are facing severe supply shortages.</p>\n<p>In the view of financial giants like Morgan Stanley, the core narrative of AI computing investment is transitioning from \"competition focused on single-point AI GPU/ASIC computing power\" to \"full-stack AI systems driven by AI Agents.\" In this shift of the AI narrative, data center CPUs and storage chips are likely to be the biggest winners.</p>\n<p>As the South Korean benchmark KOSPI index, heavily weighted with Samsung and SK Hynix, hits record highs despite pressure from worsening geopolitical tensions, and the Taiwanese stock market, led by heavyweight TSMC—a major beneficiary of the AI boom—also reaches new peaks, alongside a record 17-day winning streak for the Philadelphia Semiconductor Index, investors are increasingly convinced that the \"AI computing investment theme\" can overpower other market noise.</p>\n<p>Whether it's Google's massive TPU AI computing clusters or vast clusters of Nvidia AI GPUs, all rely on comprehensively integrated HBM memory systems paired with AI chips. Beyond HBM, tech giants like Google and OpenAI are accelerating the construction or expansion of AI data centers, necessitating large-scale purchases of server-grade DDR5 memory and enterprise-grade high-performance SSD/HDD storage solutions.</p>\n<p>From a fundamental hardware theory perspective, AI computing is inherently limited not only by computing power but also by \"data movement capability.\" Whether for Nvidia GPUs or TPU systems, what truly determines the efficiency of large model training and inference is not just the number of Tensor Cores/matrix units, but the bandwidth available per second to feed weights, KV cache, activation values, and intermediate tensors into the computing cores.</p>\n<p>From a cross-analytical perspective of semiconductors and AI data center infrastructure, DRAM/NAND storage chips are \"perfectly positioned\" within the AI wave because they benefit from both the training expansion and inference expansion trends. Furthermore, they act as a \"universal toll gate\" that is cross-platform, cross-architecture, and cross-ecosystem. As the AI era shifts from being training-dominated to being dominated by inference, agents, long context, and retrieval-augmented generation, system demands for capacity, bandwidth, power efficiency, and data persistence layers will only intensify.</p>\n<p>Morgan Stanley's predictive data indicates that by 2030, an additional 15 to 45 exabytes (EB) of DRAM storage chip demand will be generated, equivalent to 26% to 77% of the entire industry's annual supply volume in 2027. The Morgan Stanley analyst team emphasized that storage chips are becoming one of the most \"sustainably monetizable\" layers within the AI computing infrastructure system. Whether host-level DRAM, memory interface chips, or CXL expansion and tiered storage architectures, all will become important carriers of long-term value. Storage chips are no longer just capacity configuration options but core components that directly determine the efficiency and throughput of AI system workloads.</p>\n<p>No matter how powerful GPU/TPU computing power is, without HBM providing the bandwidth for data feeding, and without enterprise NAND and high-capacity HDDs handling training checkpoints, vector databases, and inference data lakes, the utilization rate and AI workload efficiency of the entire AI computing infrastructure cluster cannot be maximized. Global capital markets are therefore willing to assign higher valuations to the storage chain because it benefits from a triple leverage effect of \"volume growth + price increases + long-term supply constraints,\" rather than just single-factor shipment growth.</p>\n<p>Wall Street's current core forecast regarding storage chip supply-demand dynamics is that the DRAM/NAND supply-demand mismatch could persist until around 2028, and the market is still underestimating the profit growth trajectory of storage chip manufacturers in this cycle. Precisely because of this, SanDisk's stock price has risen substantially since the start of 2026 and has undergone extreme revaluation over the past year. This is not merely speculative sentiment but essentially the market re-rating the \"AI-driven pricing power of storage.\"</p>\n<p>Storage chips are being re-priced by the market from traditional \"strong-cycle commodities\" to core bottleneck assets within AI infrastructure. SK Hynix's latest earnings report serves as a sample of this super-cycle: Q1 revenue was approximately 52.6 trillion Korean won—a year-over-year increase of 198% and a quarter-over-quarter increase of about 60%. Operating profit was about 37.6 trillion won—a year-over-year surge of 405% and a quarter-over-quarter increase of about 96%, marking the company's first time breaking the 50 trillion won quarterly revenue milestone, with an operating profit margin as high as 72%. Management also emphasized that AI-related HBM demand continues to significantly outstrip capacity. Samsung Electronics forecast Q1 operating profit potentially reaching 57.2 trillion won, implying roughly an eight-fold year-over-year increase, with the core driver similarly being the AI data center construction boom's pull on DRAM/HBM/NAND.</p>\n<p>In other words, AI servers don't just need GPUs; they also need HBM for high-bandwidth proximal memory, DDR5/LPDDR5 for system memory, and NAND/eSSD for data lakes and inference caching. Storage has transformed from a \"supporting component\" into the throughput bottleneck of the AI factory.</p>\n<p>SanDisk's position corresponds to the high-beta revaluation of NAND/SSDs. Morgan Stanley raised its price target for SanDisk from $690 to $1,100 and significantly increased its EPS forecasts for 2026-2028, citing the core logic of continued NAND ASP increases, strong AI and enterprise SSD demand, and still-restrained NAND capital expenditure, making it difficult for supply to catch up with demand quickly. Melius went further, assigning SanDisk a bull-case target of $1,350 and Micron a target of $700, arguing that AI is transforming storage demand from short-cycle PC/phone drivers into long-term infrastructure demand driven by cloud providers, AI servers, agents, and physical AI.</p>\n<p>The market's willingness to assign higher valuations to storage chip giants like SanDisk and Micron essentially stems from the belief that these companies can transition completely from \"cyclical manufacturers\" to \"AI infrastructure suppliers\" characterized by long-term supply agreements, prepayments, and highly predictable cash flows.</p>\n<p>More interestingly, the market's investment logic is expanding from单纯的 \"HBM premium\" to include shortages in traditional DRAM/NAND supply. Profit margins for traditional DRAM are even beginning to outpace those for HBM. As prices for DDR5, LPDDR5, enterprise SSDs, and NAND continue to soar, storage chip manufacturers may not be willing to allocate all incremental capital expenditure solely to HBM, which involves extremely complex advanced packaging, huge costs, and yield challenges, but will instead reassess capital returns across HBM, traditional DRAM, NAND, and advanced packaging.</p>\n<p>In other words, HBM remains the star asset for AI training/massive inference workloads, but the greater upside surprise currently comes from the fact that the \"entire storage pool is facing shortages,\" especially as high-performance DRAM and eSSDs are also being used extensively for AI inference workloads. The demand and price increase potential for these components may be far from over.</p>\n<p>Large cloud computing providers, major AI ASIC customers, and server manufacturers are indeed pushing for multi-year agreements to secure large-scale supplies of HBM, DDR5, and eSSD for the coming years. However, in an environment where spot and contract prices are rising significantly each quarter and supply is likely to remain tight until 2028 or even 2030, storage chip manufacturers have greater incentive to retain quarterly pricing power or demand prepayments, price reset clauses, and higher guaranteed returns.</p>\n<p>The ultimate outcome may be that the bull market in the storage sector is no longer just about \"Nvidia igniting HBM\" but has evolved into a full-stack storage super-cycle lasting until around 2030, driven by sustained expansion in AI capital expenditure, limited wafer capacity expansion, bottlenecks in advanced packaging, inventory building by cloud providers, and rising prices for traditional storage.</p>","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>NAND Enters Super-Cycle Phase! AI Agent Wave Ignites Storage Demand, Market Confident in SanDisk's Explosive Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nNAND Enters Super-Cycle Phase! AI Agent Wave Ignites Storage Demand, Market Confident in SanDisk's Explosive Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-04-28 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading session. Since the beginning of 2026, the stock has surged over 350%, significantly outperforming global equity benchmark indices, with its total market capitalization approaching $160 billion. Throughout 2025, SanDisk's stock price achieved a staggering increase of 580%. This year, driven by seemingly endless demand for storage chips fueled by the AI infrastructure boom, it continues an epic, myth-like rally in the global storage chip sector, solidifying its status as an undeniable AI computing infrastructure \"super stock\" in global markets.</p>\n<p>SanDisk is scheduled to report its fiscal year 2026 third-quarter financial results after the market closes on Thursday, April 30, Eastern Time. Just ahead of the highly anticipated earnings release, several Wall Street financial giants, including Morgan Stanley, have raised their latest target prices and earnings per share (EPS) estimates for SanDisk, highlighting widespread market optimism that the company's results will significantly exceed expectations and drive the stock to new highs.</p>\n<p>An analyst team at Morgan Stanley, led by veteran analyst Joseph Moore, stated in a client report on Monday: \"Third-party forecasts currently indicate that overall NAND average selling prices (ASP) will rise sharply by approximately 90% in the first quarter, with an expected increase of 70% to 75% in the second quarter. Enterprise SSDs for large data center customers are likely to show relatively stronger performance—a segment where SanDisk holds particular strength compared to NAND storage peers.\" Furthermore, Morgan Stanley raised its price target for SanDisk significantly from $690 to $1,100, maintaining its \"Overweight\" rating.</p>\n<p>The analysts, including Moore, noted: \"We remain very positive on the stock, but the market has fully understood its recent strength; believing in the duration of this strength may take some more time. For us, DRAM remains a more severe bottleneck for AI growth, but NAND will follow closely. Longer-term enterprise data center prepayments themselves should tell the story. Moreover, compared to DRAM, NAND capital expenditure remains lower, so supply expansion is not a factor catching up to demand.\"</p>\n<p>Regarding earnings per share, Morgan Stanley substantially raised its fiscal 2026 EPS estimate for SanDisk from $41.09 to $53.24. It also increased its fiscal 2027 EPS estimate from $82.73 to $155.06 and raised its fiscal 2028 EPS estimate from $91.92 to $134.13.</p>\n<p>For the fiscal 2026 third quarter, the consensus expectation is for SanDisk to report adjusted EPS of approximately $14.55, with GAAP EPS expected to be $13.82. Total revenue for the quarter is projected to reach as high as $4.72 billion, compared to only about $1.7 billion in the same period last year.</p>\n<p>Another prominent Wall Street firm, the analyst team at Melius Research led by star analyst Ben Reitzes, initiated coverage on SanDisk with a \"Buy\" rating and a high target price of $1,350. As of Monday's close, SanDisk's stock price was near $1,070. The analysts at Melius believe the artificial intelligence boom will drive sustained growth in storage demand through the end of this decade (i.e., 2030), and that U.S. storage chip leaders Micron (MU.US) and SanDisk (SNDK.US) both have further upside potential.</p>\n<p>According to data from market research firm Counterpoint Research, the storage market has entered a \"super bull market\" or \"super-cycle\" phase, with current supply-demand dynamics and pricing conditions far surpassing the previous peak seen during the 2018 cloud computing boom. Since 2026, DRAM/NAND storage chips have continued their rapid ascent. The latest memory price survey from research firm TrendForce estimates that overall Conventional DRAM contract prices will increase significantly by 58%-63% quarter-over-quarter in Q2 2026 (following a Q1 price increase expectation of 93% to 98%). The NAND Flash market continues to be dominated by AI training/inference and broad-based data center-related demand, with chain-reaction price increases across all product lines persisting. It is projected that overall contract prices in Q2 will rise sharply by 70%-75% on top of the nearly 100% increase seen in Q1.</p>\n<p>With the concentrated emergence in 2026 of super AI agent tools capable of autonomous task execution, such as Anthropic's Claude Cowork and OpenClaw, this wave of AI Agents has rapidly swept across the globe. The bottleneck in AI computing architecture is fundamentally shifting from GPUs, centered on matrix multiplication throughput, to data center CPUs, which focus on control flow, task orchestration, and memory/IO coordination. High-performance CPUs for hyperscale AI data centers are facing severe supply shortages.</p>\n<p>In the view of financial giants like Morgan Stanley, the core narrative of AI computing investment is transitioning from \"competition focused on single-point AI GPU/ASIC computing power\" to \"full-stack AI systems driven by AI Agents.\" In this shift of the AI narrative, data center CPUs and storage chips are likely to be the biggest winners.</p>\n<p>As the South Korean benchmark KOSPI index, heavily weighted with Samsung and SK Hynix, hits record highs despite pressure from worsening geopolitical tensions, and the Taiwanese stock market, led by heavyweight TSMC—a major beneficiary of the AI boom—also reaches new peaks, alongside a record 17-day winning streak for the Philadelphia Semiconductor Index, investors are increasingly convinced that the \"AI computing investment theme\" can overpower other market noise.</p>\n<p>Whether it's Google's massive TPU AI computing clusters or vast clusters of Nvidia AI GPUs, all rely on comprehensively integrated HBM memory systems paired with AI chips. Beyond HBM, tech giants like Google and OpenAI are accelerating the construction or expansion of AI data centers, necessitating large-scale purchases of server-grade DDR5 memory and enterprise-grade high-performance SSD/HDD storage solutions.</p>\n<p>From a fundamental hardware theory perspective, AI computing is inherently limited not only by computing power but also by \"data movement capability.\" Whether for Nvidia GPUs or TPU systems, what truly determines the efficiency of large model training and inference is not just the number of Tensor Cores/matrix units, but the bandwidth available per second to feed weights, KV cache, activation values, and intermediate tensors into the computing cores.</p>\n<p>From a cross-analytical perspective of semiconductors and AI data center infrastructure, DRAM/NAND storage chips are \"perfectly positioned\" within the AI wave because they benefit from both the training expansion and inference expansion trends. Furthermore, they act as a \"universal toll gate\" that is cross-platform, cross-architecture, and cross-ecosystem. As the AI era shifts from being training-dominated to being dominated by inference, agents, long context, and retrieval-augmented generation, system demands for capacity, bandwidth, power efficiency, and data persistence layers will only intensify.</p>\n<p>Morgan Stanley's predictive data indicates that by 2030, an additional 15 to 45 exabytes (EB) of DRAM storage chip demand will be generated, equivalent to 26% to 77% of the entire industry's annual supply volume in 2027. The Morgan Stanley analyst team emphasized that storage chips are becoming one of the most \"sustainably monetizable\" layers within the AI computing infrastructure system. Whether host-level DRAM, memory interface chips, or CXL expansion and tiered storage architectures, all will become important carriers of long-term value. Storage chips are no longer just capacity configuration options but core components that directly determine the efficiency and throughput of AI system workloads.</p>\n<p>No matter how powerful GPU/TPU computing power is, without HBM providing the bandwidth for data feeding, and without enterprise NAND and high-capacity HDDs handling training checkpoints, vector databases, and inference data lakes, the utilization rate and AI workload efficiency of the entire AI computing infrastructure cluster cannot be maximized. Global capital markets are therefore willing to assign higher valuations to the storage chain because it benefits from a triple leverage effect of \"volume growth + price increases + long-term supply constraints,\" rather than just single-factor shipment growth.</p>\n<p>Wall Street's current core forecast regarding storage chip supply-demand dynamics is that the DRAM/NAND supply-demand mismatch could persist until around 2028, and the market is still underestimating the profit growth trajectory of storage chip manufacturers in this cycle. Precisely because of this, SanDisk's stock price has risen substantially since the start of 2026 and has undergone extreme revaluation over the past year. This is not merely speculative sentiment but essentially the market re-rating the \"AI-driven pricing power of storage.\"</p>\n<p>Storage chips are being re-priced by the market from traditional \"strong-cycle commodities\" to core bottleneck assets within AI infrastructure. SK Hynix's latest earnings report serves as a sample of this super-cycle: Q1 revenue was approximately 52.6 trillion Korean won—a year-over-year increase of 198% and a quarter-over-quarter increase of about 60%. Operating profit was about 37.6 trillion won—a year-over-year surge of 405% and a quarter-over-quarter increase of about 96%, marking the company's first time breaking the 50 trillion won quarterly revenue milestone, with an operating profit margin as high as 72%. Management also emphasized that AI-related HBM demand continues to significantly outstrip capacity. Samsung Electronics forecast Q1 operating profit potentially reaching 57.2 trillion won, implying roughly an eight-fold year-over-year increase, with the core driver similarly being the AI data center construction boom's pull on DRAM/HBM/NAND.</p>\n<p>In other words, AI servers don't just need GPUs; they also need HBM for high-bandwidth proximal memory, DDR5/LPDDR5 for system memory, and NAND/eSSD for data lakes and inference caching. Storage has transformed from a \"supporting component\" into the throughput bottleneck of the AI factory.</p>\n<p>SanDisk's position corresponds to the high-beta revaluation of NAND/SSDs. Morgan Stanley raised its price target for SanDisk from $690 to $1,100 and significantly increased its EPS forecasts for 2026-2028, citing the core logic of continued NAND ASP increases, strong AI and enterprise SSD demand, and still-restrained NAND capital expenditure, making it difficult for supply to catch up with demand quickly. Melius went further, assigning SanDisk a bull-case target of $1,350 and Micron a target of $700, arguing that AI is transforming storage demand from short-cycle PC/phone drivers into long-term infrastructure demand driven by cloud providers, AI servers, agents, and physical AI.</p>\n<p>The market's willingness to assign higher valuations to storage chip giants like SanDisk and Micron essentially stems from the belief that these companies can transition completely from \"cyclical manufacturers\" to \"AI infrastructure suppliers\" characterized by long-term supply agreements, prepayments, and highly predictable cash flows.</p>\n<p>More interestingly, the market's investment logic is expanding from单纯的 \"HBM premium\" to include shortages in traditional DRAM/NAND supply. Profit margins for traditional DRAM are even beginning to outpace those for HBM. As prices for DDR5, LPDDR5, enterprise SSDs, and NAND continue to soar, storage chip manufacturers may not be willing to allocate all incremental capital expenditure solely to HBM, which involves extremely complex advanced packaging, huge costs, and yield challenges, but will instead reassess capital returns across HBM, traditional DRAM, NAND, and advanced packaging.</p>\n<p>In other words, HBM remains the star asset for AI training/massive inference workloads, but the greater upside surprise currently comes from the fact that the \"entire storage pool is facing shortages,\" especially as high-performance DRAM and eSSDs are also being used extensively for AI inference workloads. The demand and price increase potential for these components may be far from over.</p>\n<p>Large cloud computing providers, major AI ASIC customers, and server manufacturers are indeed pushing for multi-year agreements to secure large-scale supplies of HBM, DDR5, and eSSD for the coming years. However, in an environment where spot and contract prices are rising significantly each quarter and supply is likely to remain tight until 2028 or even 2030, storage chip manufacturers have greater incentive to retain quarterly pricing power or demand prepayments, price reset clauses, and higher guaranteed returns.</p>\n<p>The ultimate outcome may be that the bull market in the storage sector is no longer just about \"Nvidia igniting HBM\" but has evolved into a full-stack storage super-cycle lasting until around 2030, driven by sustained expansion in AI capital expenditure, limited wafer capacity expansion, bottlenecks in advanced packaging, inventory building by cloud providers, and rising prices for traditional storage.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","SNDK":"闪迪","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","SNXX":"Tradr 2X Long SNDK Daily ETF","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175342354","content_text":"SanDisk Corp. (SNDK.US), a global leader in SSD storage products, saw its stock price continue its exceptionally strong upward trend since 2025, closing up more than 8% at the end of Monday's trading session. Since the beginning of 2026, the stock has surged over 350%, significantly outperforming global equity benchmark indices, with its total market capitalization approaching $160 billion. Throughout 2025, SanDisk's stock price achieved a staggering increase of 580%. This year, driven by seemingly endless demand for storage chips fueled by the AI infrastructure boom, it continues an epic, myth-like rally in the global storage chip sector, solidifying its status as an undeniable AI computing infrastructure \"super stock\" in global markets.\nSanDisk is scheduled to report its fiscal year 2026 third-quarter financial results after the market closes on Thursday, April 30, Eastern Time. Just ahead of the highly anticipated earnings release, several Wall Street financial giants, including Morgan Stanley, have raised their latest target prices and earnings per share (EPS) estimates for SanDisk, highlighting widespread market optimism that the company's results will significantly exceed expectations and drive the stock to new highs.\nAn analyst team at Morgan Stanley, led by veteran analyst Joseph Moore, stated in a client report on Monday: \"Third-party forecasts currently indicate that overall NAND average selling prices (ASP) will rise sharply by approximately 90% in the first quarter, with an expected increase of 70% to 75% in the second quarter. Enterprise SSDs for large data center customers are likely to show relatively stronger performance—a segment where SanDisk holds particular strength compared to NAND storage peers.\" Furthermore, Morgan Stanley raised its price target for SanDisk significantly from $690 to $1,100, maintaining its \"Overweight\" rating.\nThe analysts, including Moore, noted: \"We remain very positive on the stock, but the market has fully understood its recent strength; believing in the duration of this strength may take some more time. For us, DRAM remains a more severe bottleneck for AI growth, but NAND will follow closely. Longer-term enterprise data center prepayments themselves should tell the story. Moreover, compared to DRAM, NAND capital expenditure remains lower, so supply expansion is not a factor catching up to demand.\"\nRegarding earnings per share, Morgan Stanley substantially raised its fiscal 2026 EPS estimate for SanDisk from $41.09 to $53.24. It also increased its fiscal 2027 EPS estimate from $82.73 to $155.06 and raised its fiscal 2028 EPS estimate from $91.92 to $134.13.\nFor the fiscal 2026 third quarter, the consensus expectation is for SanDisk to report adjusted EPS of approximately $14.55, with GAAP EPS expected to be $13.82. Total revenue for the quarter is projected to reach as high as $4.72 billion, compared to only about $1.7 billion in the same period last year.\nAnother prominent Wall Street firm, the analyst team at Melius Research led by star analyst Ben Reitzes, initiated coverage on SanDisk with a \"Buy\" rating and a high target price of $1,350. As of Monday's close, SanDisk's stock price was near $1,070. The analysts at Melius believe the artificial intelligence boom will drive sustained growth in storage demand through the end of this decade (i.e., 2030), and that U.S. storage chip leaders Micron (MU.US) and SanDisk (SNDK.US) both have further upside potential.\nAccording to data from market research firm Counterpoint Research, the storage market has entered a \"super bull market\" or \"super-cycle\" phase, with current supply-demand dynamics and pricing conditions far surpassing the previous peak seen during the 2018 cloud computing boom. Since 2026, DRAM/NAND storage chips have continued their rapid ascent. The latest memory price survey from research firm TrendForce estimates that overall Conventional DRAM contract prices will increase significantly by 58%-63% quarter-over-quarter in Q2 2026 (following a Q1 price increase expectation of 93% to 98%). The NAND Flash market continues to be dominated by AI training/inference and broad-based data center-related demand, with chain-reaction price increases across all product lines persisting. It is projected that overall contract prices in Q2 will rise sharply by 70%-75% on top of the nearly 100% increase seen in Q1.\nWith the concentrated emergence in 2026 of super AI agent tools capable of autonomous task execution, such as Anthropic's Claude Cowork and OpenClaw, this wave of AI Agents has rapidly swept across the globe. The bottleneck in AI computing architecture is fundamentally shifting from GPUs, centered on matrix multiplication throughput, to data center CPUs, which focus on control flow, task orchestration, and memory/IO coordination. High-performance CPUs for hyperscale AI data centers are facing severe supply shortages.\nIn the view of financial giants like Morgan Stanley, the core narrative of AI computing investment is transitioning from \"competition focused on single-point AI GPU/ASIC computing power\" to \"full-stack AI systems driven by AI Agents.\" In this shift of the AI narrative, data center CPUs and storage chips are likely to be the biggest winners.\nAs the South Korean benchmark KOSPI index, heavily weighted with Samsung and SK Hynix, hits record highs despite pressure from worsening geopolitical tensions, and the Taiwanese stock market, led by heavyweight TSMC—a major beneficiary of the AI boom—also reaches new peaks, alongside a record 17-day winning streak for the Philadelphia Semiconductor Index, investors are increasingly convinced that the \"AI computing investment theme\" can overpower other market noise.\nWhether it's Google's massive TPU AI computing clusters or vast clusters of Nvidia AI GPUs, all rely on comprehensively integrated HBM memory systems paired with AI chips. Beyond HBM, tech giants like Google and OpenAI are accelerating the construction or expansion of AI data centers, necessitating large-scale purchases of server-grade DDR5 memory and enterprise-grade high-performance SSD/HDD storage solutions.\nFrom a fundamental hardware theory perspective, AI computing is inherently limited not only by computing power but also by \"data movement capability.\" Whether for Nvidia GPUs or TPU systems, what truly determines the efficiency of large model training and inference is not just the number of Tensor Cores/matrix units, but the bandwidth available per second to feed weights, KV cache, activation values, and intermediate tensors into the computing cores.\nFrom a cross-analytical perspective of semiconductors and AI data center infrastructure, DRAM/NAND storage chips are \"perfectly positioned\" within the AI wave because they benefit from both the training expansion and inference expansion trends. Furthermore, they act as a \"universal toll gate\" that is cross-platform, cross-architecture, and cross-ecosystem. As the AI era shifts from being training-dominated to being dominated by inference, agents, long context, and retrieval-augmented generation, system demands for capacity, bandwidth, power efficiency, and data persistence layers will only intensify.\nMorgan Stanley's predictive data indicates that by 2030, an additional 15 to 45 exabytes (EB) of DRAM storage chip demand will be generated, equivalent to 26% to 77% of the entire industry's annual supply volume in 2027. The Morgan Stanley analyst team emphasized that storage chips are becoming one of the most \"sustainably monetizable\" layers within the AI computing infrastructure system. Whether host-level DRAM, memory interface chips, or CXL expansion and tiered storage architectures, all will become important carriers of long-term value. Storage chips are no longer just capacity configuration options but core components that directly determine the efficiency and throughput of AI system workloads.\nNo matter how powerful GPU/TPU computing power is, without HBM providing the bandwidth for data feeding, and without enterprise NAND and high-capacity HDDs handling training checkpoints, vector databases, and inference data lakes, the utilization rate and AI workload efficiency of the entire AI computing infrastructure cluster cannot be maximized. Global capital markets are therefore willing to assign higher valuations to the storage chain because it benefits from a triple leverage effect of \"volume growth + price increases + long-term supply constraints,\" rather than just single-factor shipment growth.\nWall Street's current core forecast regarding storage chip supply-demand dynamics is that the DRAM/NAND supply-demand mismatch could persist until around 2028, and the market is still underestimating the profit growth trajectory of storage chip manufacturers in this cycle. Precisely because of this, SanDisk's stock price has risen substantially since the start of 2026 and has undergone extreme revaluation over the past year. This is not merely speculative sentiment but essentially the market re-rating the \"AI-driven pricing power of storage.\"\nStorage chips are being re-priced by the market from traditional \"strong-cycle commodities\" to core bottleneck assets within AI infrastructure. SK Hynix's latest earnings report serves as a sample of this super-cycle: Q1 revenue was approximately 52.6 trillion Korean won—a year-over-year increase of 198% and a quarter-over-quarter increase of about 60%. Operating profit was about 37.6 trillion won—a year-over-year surge of 405% and a quarter-over-quarter increase of about 96%, marking the company's first time breaking the 50 trillion won quarterly revenue milestone, with an operating profit margin as high as 72%. Management also emphasized that AI-related HBM demand continues to significantly outstrip capacity. Samsung Electronics forecast Q1 operating profit potentially reaching 57.2 trillion won, implying roughly an eight-fold year-over-year increase, with the core driver similarly being the AI data center construction boom's pull on DRAM/HBM/NAND.\nIn other words, AI servers don't just need GPUs; they also need HBM for high-bandwidth proximal memory, DDR5/LPDDR5 for system memory, and NAND/eSSD for data lakes and inference caching. Storage has transformed from a \"supporting component\" into the throughput bottleneck of the AI factory.\nSanDisk's position corresponds to the high-beta revaluation of NAND/SSDs. Morgan Stanley raised its price target for SanDisk from $690 to $1,100 and significantly increased its EPS forecasts for 2026-2028, citing the core logic of continued NAND ASP increases, strong AI and enterprise SSD demand, and still-restrained NAND capital expenditure, making it difficult for supply to catch up with demand quickly. Melius went further, assigning SanDisk a bull-case target of $1,350 and Micron a target of $700, arguing that AI is transforming storage demand from short-cycle PC/phone drivers into long-term infrastructure demand driven by cloud providers, AI servers, agents, and physical AI.\nThe market's willingness to assign higher valuations to storage chip giants like SanDisk and Micron essentially stems from the belief that these companies can transition completely from \"cyclical manufacturers\" to \"AI infrastructure suppliers\" characterized by long-term supply agreements, prepayments, and highly predictable cash flows.\nMore interestingly, the market's investment logic is expanding from单纯的 \"HBM premium\" to include shortages in traditional DRAM/NAND supply. Profit margins for traditional DRAM are even beginning to outpace those for HBM. As prices for DDR5, LPDDR5, enterprise SSDs, and NAND continue to soar, storage chip manufacturers may not be willing to allocate all incremental capital expenditure solely to HBM, which involves extremely complex advanced packaging, huge costs, and yield challenges, but will instead reassess capital returns across HBM, traditional DRAM, NAND, and advanced packaging.\nIn other words, HBM remains the star asset for AI training/massive inference workloads, but the greater upside surprise currently comes from the fact that the \"entire storage pool is facing shortages,\" especially as high-performance DRAM and eSSDs are also being used extensively for AI inference workloads. The demand and price increase potential for these components may be far from over.\nLarge cloud computing providers, major AI ASIC customers, and server manufacturers are indeed pushing for multi-year agreements to secure large-scale supplies of HBM, DDR5, and eSSD for the coming years. However, in an environment where spot and contract prices are rising significantly each quarter and supply is likely to remain tight until 2028 or even 2030, storage chip manufacturers have greater incentive to retain quarterly pricing power or demand prepayments, price reset clauses, and higher guaranteed returns.\nThe ultimate outcome may be that the bull market in the storage sector is no longer just about \"Nvidia igniting HBM\" but has evolved into a full-stack storage super-cycle lasting until around 2030, driven by sustained expansion in AI capital expenditure, limited wafer capacity expansion, bottlenecks in advanced packaging, inventory building by cloud providers, and rising prices for traditional storage.","news_type":1,"symbols_score_info":{"SNDK":1,"MS":1,"SNXX":1}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487915764461648,"gmtCreate":1760143447008,"gmtModify":1760146631760,"author":{"id":"4097837185257890","authorId":"4097837185257890","name":"Laksh85","avatar":"https://static.tigerbbs.com/c4f1395011726ba0018a0567b82cfdbc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097837185257890","authorIdStr":"4097837185257890"},"themes":[],"title":"","htmlText":"They just halted the production of humanoid robots due to technical difficulties and there is so much of uncertainty. This is clearly misleading! Never count your chickens before the eggs hatch. Especially if its Tesla.&nbsp;","listText":"They just halted the production of humanoid robots due to technical difficulties and there is so much of uncertainty. This is clearly misleading! Never count your chickens before the eggs hatch. Especially if its Tesla.&nbsp;","text":"They just halted the production of humanoid robots due to technical difficulties and there is so much of uncertainty. This is clearly misleading! Never count your chickens before the eggs hatch. Especially if its Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487915764461648","repostId":"2574108964","repostType":2,"repost":{"id":"2574108964","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1760110658,"share":"https://ttm.financial/m/news/2574108964?lang=en_US&edition=fundamental","pubTime":"2025-10-10 23:37","market":"sg","language":"en","title":"Tesla Could Capture 5% of $9 Trillion Humanoid Robot Market by 2050, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2574108964","media":"MT Newswires Live","summary":"Tesla  could capture 5% of the estimated $9 trillion humanoid robot market by 2050, RBC Capital Markets said in a Thursday note.RBC said Tesla's management highlighted its unified platform and integration with its full self-driving system as the core competitive advantages of its Optimus humanoid.The company's targeted applications for Optimus span the consumer, hospitality, and manufacturing sectors, RBC said. The investment firm estimates Tesla-specific total addressable market within these sectors to make up $4.3 trillion of its projected $9 trillion humanoid market in 2050.Based on its assumptions, RBC said Tesla could generate about $404 billion in revenue related to the humanoid market by 2050, with a 15% market penetration in the US, 8% in the EU, and 4% in China.RBC raised its price target on Tesla to $500 from $325 and maintained its outperform rating.Price: 423.90, Change: -11.64, Percent Change: -2.67","content":"<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) could capture 5% of the estimated $9 trillion humanoid robot market by 2050, RBC Capital Markets said in a Thursday note.</p><p>RBC said Tesla's management highlighted its unified platform and integration with its full self-driving system as the core competitive advantages of its Optimus humanoid.</p><p>The company's targeted applications for Optimus span the consumer, hospitality, and manufacturing sectors, RBC said. The investment firm estimates Tesla-specific total addressable market within these sectors to make up $4.3 trillion of its projected $9 trillion humanoid market in 2050.</p><p>Based on its assumptions, RBC said Tesla could generate about $404 billion in revenue related to the humanoid market by 2050, with a 15% market penetration in the US, 8% in the EU, and 4% in China.</p><p>RBC raised its price target on Tesla to $500 from $325 and maintained its outperform rating.</p><p>Price: 423.90, Change: -11.64, Percent Change: -2.67</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Capture 5% of $9 Trillion Humanoid Robot Market by 2050, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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 Could Capture 5% of $9 Trillion Humanoid Robot Market by 2050, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-10-10 23:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) could capture 5% of the estimated $9 trillion humanoid robot market by 2050, RBC Capital Markets said in a Thursday note.</p><p>RBC said Tesla's management highlighted its unified platform and integration with its full self-driving system as the core competitive advantages of its Optimus humanoid.</p><p>The company's targeted applications for Optimus span the consumer, hospitality, and manufacturing sectors, RBC said. The investment firm estimates Tesla-specific total addressable market within these sectors to make up $4.3 trillion of its projected $9 trillion humanoid market in 2050.</p><p>Based on its assumptions, RBC said Tesla could generate about $404 billion in revenue related to the humanoid market by 2050, with a 15% market penetration in the US, 8% in the EU, and 4% in China.</p><p>RBC raised its price target on Tesla to $500 from $325 and maintained its outperform rating.</p><p>Price: 423.90, Change: -11.64, Percent Change: -2.67</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4548":"巴美列捷福持仓","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLA":"特斯拉","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4574":"无人驾驶","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823411888.USD":"法巴消费创新基金 Cap","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","BK4516":"特朗普概念","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSYW.SI":"TESLA 3xLongSG261006","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574108964","content_text":"Tesla (TSLA) could capture 5% of the estimated $9 trillion humanoid robot market by 2050, RBC Capital Markets said in a Thursday note.RBC said Tesla's management highlighted its unified platform and integration with its full self-driving system as the core competitive advantages of its Optimus humanoid.The company's targeted applications for Optimus span the consumer, hospitality, and manufacturing sectors, RBC said. The investment firm estimates Tesla-specific total addressable market within these sectors to make up $4.3 trillion of its projected $9 trillion humanoid market in 2050.Based on its assumptions, RBC said Tesla could generate about $404 billion in revenue related to the humanoid market by 2050, with a 15% market penetration in the US, 8% in the EU, and 4% in China.RBC raised its price target on Tesla to $500 from $325 and maintained its outperform rating.Price: 423.90, Change: -11.64, Percent Change: -2.67","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}